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Share Picks 2020

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Comments

  • Registered Users, Registered Users 2 Posts: 9,458 ✭✭✭Shedite27


    bfa1509 wrote: »
    Too many day traders in this thread! :)

    This is the perfect time for someone like me who wants a company built like a tank to put a nice chunk of savings into and leave it for 5 years without having to worry about it. I already have J&J from a good starting point in March. I'm thinking an oil stock like Exxon Mobil is a sure bet for the long term? I got some nice gains from NextEra Energy, KO and Merit Medical before the virus so thinking of getting back into these. Also had Disney in mind too. Surely everything is a bargain now if you are going long?

    Any other picks for us slow coaches?
    Don't think anyone trusts them at the moment really, they all go up as an index and down as an index at the moment, based on whatever the Fed or Trump says.

    There's 100's you can pick from, many who you've just mentioned, doesn't really need a discussion to pick JNJ, Disney and Coke.


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    in2dark wrote: »
    today's low is 66cents how did you buy it at 62?

    the order was filled pre opening @ 12:00 GMT


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    bfa1509 wrote: »
    Too many day traders in this thread! :)

    This is the perfect time for someone like me who wants a company built like a tank to put a nice chunk of savings into and leave it for 5 years without having to worry about it. I already have J&J from a good starting point in March. I'm thinking an oil stock like Exxon Mobil is a sure bet for the long term? I got some nice gains from NextEra Energy, KO and Merit Medical before the virus so thinking of getting back into these. Also had Disney in mind too. Surely everything is a bargain now if you are going long?

    Any other picks for us slow coaches?

    there's too much of a disconnect between the economy and the stock market for me to be actually thinking long on anything right now

    In fact I am actually thinking of just closing out on everything soon as this rally imo is not going to last much longer in 2020


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Lex Luthor wrote: »
    the order was filled pre opening @ 12:00 GMT

    What broker is that? Didn't think there was any pre marketing trading with any Irish offerings?


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Someone mentioned Paypal here recently and I responded saying that I can see big competition in the form of something like WeChat/Alipay offerings in China.

    Well looks like that might happen sooner rather than later:

    https://www.forbes.com/sites/davidphelan/2020/06/18/whatsapp-suddenly-launches-ground-breaking-new-feature/#397162242d6b


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  • Registered Users, Registered Users 2 Posts: 6,226 ✭✭✭championc


    Kilboor wrote: »
    Someone mentioned Paypal here recently and I responded saying that I can see big competition in the form of something like WeChat/Alipay offerings in China.

    Well looks like that might happen sooner rather than later:

    https://www.forbes.com/sites/davidphelan/2020/06/18/whatsapp-suddenly-launches-ground-breaking-new-feature/#397162242d6b

    I think that that more muscles in on Revolut than Paypal


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    I use ameritrade


  • Registered Users Posts: 1,298 ✭✭✭RedRochey


    championc wrote: »
    I think that that more muscles in on Revolut than Paypal

    Would I be right in saying that this would affect more consumer to consumer payments where as Paypal is more to do with business to consumer?


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    Read something yesterday about Paypal that they are allegedly getting into the crypto business and making the buying of crypto using fiat available to their 300+ million customers


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    RedRochey wrote: »
    Would I be right in saying that this would affect more consumer to consumer payments where as Paypal is more to do with business to consumer?

    You'd be right with the initial implementation however in China services like this - particularly if you look at wechat/wepay - are used as an all in one for everything including consumer to business.

    That said it's still entirely possible for Paypal to plug this gap in the market too but Facebook (WhatsApp) have the perfect chat platform to create a full social eco system along with Instagram and Facebook itself of course.


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  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    If i had the nerve, I'd short the S&P right now....I wonder what would future Lex be telling me


  • Registered Users, Registered Users 2 Posts: 6,226 ✭✭✭championc


    RedRochey wrote: »
    Would I be right in saying that this would affect more consumer to consumer payments where as Paypal is more to do with business to consumer?

    Not even quite that - if my kids decide they want to buy a takeaway, one buys and the others Revolut their portion to the orderer.

    Revolut is more an electronic version of "giz a loan of a fiver", so you could see WhatsApp becoming popular for the "giz a loan of a fiver" scenario too


  • Registered Users, Registered Users 2 Posts: 10,905 ✭✭✭✭Bob24


    Lex Luthor wrote: »
    If i had the nerve, I'd short the S&P right now....I wonder what would future Lex be telling me

    Problem is, many of us can see there is something wrong - but there is no way to tell how long it can last and how far central banks are willing/able to go to influence* markets.

    * my polite word for “manipulate”


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Holding a bit of cash today to make some moves.

    I opened a position in $RGLS yesterday, I think there's some easy money to be made here over the next month. They're efficiently run for a biotech with a phase 1 trial results catalyst due "Mid 2020". Enough cash. PT $1 + and entry looks good in the .70s

    I'm also still holding $CLRB with a BEP of 1.08, not sure what to do with this but I've a price target set for myself of around 1.40. No catalysts in particular but it's been safely consolidating around the 1.20 range so I'm happy with that for the time being

    I also mentioned $ANVS recently. Holding that until at least next year.

    Was looking at opening a position in $BBI again but it shot up from 1.05 yesterday to the 1.30 range pre market. I'll probably remove it from my radar if it stays there. Otherwise I see it as a safe gamble under 1.20 as a longer term hold.

    All things going well, with the cash I'll either average down/increase my position in RGLS, or open a new position in MIST.


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    Bob24 wrote: »
    Problem is, many of us can see there is something wrong - but there is no way to tell how long it can last and how far central banks are willing/able to go to influence* markets.

    * my polite word for “manipulate”

    I got burned once shorting and I couldnt take my emotions out of the trade and if I had I would have been ok 3 months later

    I'll regret this one though, I'm fairly sure


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    Bob24 wrote: »
    Problem is, many of us can see there is something wrong - but there is no way to tell how long it can last and how far central banks are willing/able to go to influence* markets.

    * my polite word for “manipulate”

    A lot of yanks now jumping into the "we've bottomed" and market is right :eek:

    https://finance.yahoo.com/video/dont-think-theres-much-disconnect-220007652.html

    https://finance.yahoo.com/news/existing-home-sales-economic-indicator-may-have-bottomed-in-may-morning-brief-101752350.html


  • Registered Users, Registered Users 2 Posts: 5,457 ✭✭✭Padre_Pio



    A lot?
    Some.

    I can find a dozen articles that counter these.


  • Registered Users Posts: 1,569 ✭✭✭Nemeses2050


    Padre_Pio wrote: »
    A lot?
    Some.

    I can find a dozen articles that counter these.

    we can find anything if you go looking for. However if you scroll through just say Yahoo Finance...you'll find a lot of the people who're agreeing with this sentiment...even some of the big names in the fund industry...

    BTW I'm not suggesting anyone to buy now...I'm on the otherside actually waiting/hoping for a dip.


  • Registered Users, Registered Users 2 Posts: 5,457 ✭✭✭Padre_Pio


    we can find anything if you go looking for. However if you scroll through just say Yahoo Finance...you'll find a lot of the people who're agreeing with this sentiment...even some of the big names in the fund industry...

    BTW I'm not suggesting anyone to buy now...I'm on the otherside actually waiting/hoping for a dip.

    I get where you're coming from.
    There's so much noise it's near impossible to see what's happening.


  • Registered Users, Registered Users 2 Posts: 10,905 ✭✭✭✭Bob24



    Those people are usually doing two things:
    - they are making an assumption that the virus situation is definitely under control and will only get better from here. It could be the case but anyone thinking it is a certainty or even a very high probability is clearly deluded.
    - they are making an assumption that the economy reaching a local bottom means that not only the only way for the foreseeable future is up, but also that reaching a bottom automatically means recovering full economic activity by the beginning of next year. Pretty strong and uncertain assumptions as well IMO.

    So yeah those people exist, but I am also hearing opposite views.


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  • Registered Users, Registered Users 2 Posts: 201 ✭✭plasmin


    KTOV flying since yesterday, up in premarket. My BEP 0.77, holding for a while to cross $1.00, glad I kept the patience


  • Registered Users Posts: 243 ✭✭hottipper


    Thinking maybe we should have some way to tag a post as a investment or a trade - can see how some get confused.
    like a trade idea would be something for a month or 2 or a day in some cases :D and an investment idea like 5 years
    not sure it there any way to do it on a forum maybe some mod could help


  • Registered Users, Registered Users 2 Posts: 9,458 ✭✭✭Shedite27


    Yeah to be honest 80-90% of my portfolio is investments, but it's the Trade side that makes for more interesting reading/conversation. That's the side that I tend to do more trades (obviously) and research on.

    Ideanomics (IDEX) is my latest one that's crossed my path, opened a small starter position yesterday. It's a tech company involved with Electronic vehicles. Has contracts for supplying a lot of Electric Taxis and Electric Busses in China, and has tie ins with Tesla, Nikola and VW. Trading has rocketed this week off the back of a new contract, still looks tiny market cap compared to the revenue figures they're quoting (looks too good to be true warning). I'm waiting to read about it from a more reputable source before going bigger into it. The Dave Portnoy/Robinhood traders are all over it so massive fluctuations to be expected.


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    Shedite27 wrote: »
    Yeah to be honest 80-90% of my portfolio is investments, but it's the Trade side that makes for more interesting reading/conversation. That's the side that I tend to do more trades (obviously) and research on.

    Ideanomics (IDEX) is my latest one that's crossed my path, opened a small starter position yesterday. It's a tech company involved with Electronic vehicles. Has contracts for supplying a lot of Electric Taxis and Electric Busses in China, and has tie ins with Tesla, Nikola and VW. Trading has rocketed this week off the back of a new contract, still looks tiny market cap compared to the revenue figures they're quoting (looks too good to be true warning). I'm waiting to read about it from a more reputable source before going bigger into it. The Dave Portnoy/Robinhood traders are all over it so massive fluctuations to be expected.

    I generally avoid anything that everyone is jumping on. Idex has been on the robinhood and Reddit radar the last week majorly.


    I like to get in before the crowd through my own DD ;)


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    Shedite27 wrote: »
    Yeah to be honest 80-90% of my portfolio is investments, but it's the Trade side that makes for more interesting reading/conversation. That's the side that I tend to do more trades (obviously) and research on.

    Ideanomics (IDEX) is my latest one that's crossed my path, opened a small starter position yesterday. It's a tech company involved with Electronic vehicles. Has contracts for supplying a lot of Electric Taxis and Electric Busses in China, and has tie ins with Tesla, Nikola and VW. Trading has rocketed this week off the back of a new contract, still looks tiny market cap compared to the revenue figures they're quoting (looks too good to be true warning). I'm waiting to read about it from a more reputable source before going bigger into it. The Dave Portnoy/Robinhood traders are all over it so massive fluctuations to be expected.
    I came across that one yesterday, did it not moon?


  • Registered Users Posts: 814 ✭✭✭jams100


    Pfizer is a good shout for an investment with a decent dividend (4.5%).
    There revenue isn't growing though so I wouldn't expect a significant gain in their share price mightn't be a bad one to short soon if you know what your doing


  • Registered Users Posts: 3,461 ✭✭✭Bob Harris


    jams100 wrote: »
    Pfizer is a good shout for an investment with a decent dividend (4.5%).
    There revenue isn't growing though so I wouldn't expect a significant gain in their share price mightn't be a bad one to short soon if you know what your doing

    So which is it? :confused:


  • Registered Users Posts: 814 ✭✭✭jams100


    Bob Harris wrote: »
    So which is it? :confused:

    I'm in as a long term investment mainly because of good dividend. Don't know enough to short trades :(


  • Registered Users, Registered Users 2 Posts: 1,495 ✭✭✭omerin


    Ktov jesus christ

    60% up, hope some of you got in


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  • Registered Users, Registered Users 2 Posts: 2,882 ✭✭✭crushproof


    omerin wrote: »
    Ktov jesus christ

    60% up, hope some of you got in

    Dam I jumped off that train a whole ago after making a nice profit. Shoulda held on but well done to those that did!


  • Registered Users, Registered Users 2 Posts: 11,220 ✭✭✭✭Lex Luthor


    Bob Harris wrote: »
    So which is it? :confused:

    go long but put a short hedge in just in case ;)


  • Registered Users, Registered Users 2 Posts: 2,882 ✭✭✭crushproof


    Shedite27 wrote: »
    Advertising on TikTok is managed by a company called The Trade Desk who I bought this week.

    https://www.thedrum.com/news/2020/03/19/tiktok-picks-the-trade-desk-monetise-its-inventory

    This was a massive shout, well done. Currently $415 and rising.


  • Registered Users, Registered Users 2 Posts: 9,458 ✭✭✭Shedite27


    crushproof wrote: »
    This was a massive shout, well done. Currently $415 and rising.
    Yeah it's a monster of a company, was $287 before the crash in Feb, bought it at $170 in the dip in March, up 143% since then.
    Added again at $311 and $370. The more I read about it the more I like it. They supply the advertising on a bunch of different streaming services, like Roku, Amazon, Comcast and Disney. So they get income from all those as those grow, but aren't dependent on any if they do fall away.


  • Registered Users, Registered Users 2 Posts: 18,004 ✭✭✭✭Thargor


    Is AMZN ever going to stop rising?


  • Registered Users, Registered Users 2 Posts: 14,596 ✭✭✭✭retalivity


    Thargor wrote: »
    Is AMZN ever going to stop rising?

    Replace AMZN with GOOG, MSFT, AAPL, FB...all hitting or nearing highs today.


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  • Registered Users, Registered Users 2 Posts: 4,881 ✭✭✭TimeToShine


    Thargor wrote: »
    Is AMZN ever going to stop rising?

    When they get broken up due to regulatory requirements, nothing is forever.


  • Registered Users, Registered Users 2 Posts: 149 ✭✭imonboard


    omerin wrote: »
    Ktov jesus christ

    60% up, hope some of you got in


    Got in at the high point today, following a share issue announcement im now down 50%.


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    imonboard wrote: »
    Got in at the high point today, following a share issue announcement im now down 50%.

    Never FOMO buy especially with Biotech.


  • Closed Accounts Posts: 4,550 ✭✭✭ShineOn7


    timetogo1 wrote: »
    Degiro fees are cheap. Depends on the share but buying and selling fees could be €1 in total. Other companies (eg Trading 212) have no fees on share trades.


    If 212 don't charge and DeGiro do, why are DeGiro more popular?


  • Closed Accounts Posts: 4,550 ✭✭✭ShineOn7


    Kilboor wrote: »
    JPMorgan
    Coca-Cola and/or Pepsi




    Aren't Coca Cola's increases very mediocre considering the behemoth of a company they are?


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  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    ShineOn7 wrote: »
    Aren't Coca Cola's increases very mediocre considering the behemoth of a company they are?

    It's perfect for a long term diversified portfolio. Where behemoth banks, department stores, and tech giants have become bankrupt as well as fallen massively in market share, Coca Cola has remained ever growing over time.


  • Closed Accounts Posts: 4,550 ✭✭✭ShineOn7


    Kilboor wrote: »
    It's perfect for a long term diversified portfolio. Where behemoth banks, department stores, and tech giants have become bankrupt as well as fallen massively in market share, Coca Cola has remained ever growing over time.


    It was at $40 a share 5 years ago versus $45 today. That seems quite a boring increase

    I'm looking for something that could almost double 10 years from now. Surely something like Amazon is a better choice for that kind of increase?


  • Registered Users Posts: 1,224 ✭✭✭Kilboor


    ShineOn7 wrote: »
    It was at $40 a share 5 years ago versus $45 today. That seems quite a boring increase

    I'm looking for something that could almost double 10 years from now. Surely something like Amazon is a better choice for that kind of increase?

    Yes but the initial poster I replied to was talking about holding stocks long term in a diversified portfolio.

    You're looking for guarantees of doubling your money in ten years? I mean sure all indications are Amazon is an unstoppable force and if it continues on its current trajectory it could easily be triple it's current value in ten years.

    I'd be looking into competitors and politics carefully though. Amazon's reputation has been mixed in recent years and the new crop of upcoming politicians (democrats) want to limit its growth.


  • Closed Accounts Posts: 4,550 ✭✭✭ShineOn7


    omerin wrote: »
    Ktov jesus christ

    60% up, hope some of you got in


    Who tipped that?

    I'll be keeping an eye on their future posts


  • Registered Users Posts: 213 ✭✭irishlad.


    Has anyone took a plunge with the airlines yet?

    Keeping an eye on Southwest, surely one of the most secure airlines to come out of all this in once piece.


  • Registered Users Posts: 1,022 ✭✭✭bfa1509


    ShineOn7 wrote: »
    It was at $40 a share 5 years ago versus $45 today. That seems quite a boring increase

    I'm looking for something that could almost double 10 years from now. Surely something like Amazon is a better choice for that kind of increase?

    Yes, but a stock you hope would be worth double 10 years from now is far more likely to tank within that 10 years. Besides, you didn't factor in an unprecedented, once in 100 years global pandemic, so all those people with a good chunk of their savings in Coca Cola would be delighted that its 8% up rather than 80% down. Built like a tank, which is what I'm after.


  • Registered Users, Registered Users 2 Posts: 2,226 ✭✭✭robman60


    bfa1509 wrote: »
    Yes, but a stock you hope would be worth double 10 years from now is far more likely to tank within that 10 years. Besides, you didn't factor in an unprecedented, once in 100 years global pandemic, so all those people with a good chunk of their savings in Coca Cola would be delighted that its 8% up rather than 80% down. Built like a tank, which is what I'm after.
    And to look at the share price misses the majority of the gains. Modest capital appreciation along with a current dividend yield in excess of 3.5% per annum means that's where most of the gains have been made.


  • Closed Accounts Posts: 3,748 ✭✭✭ExMachina1000


    Is this thread about contract for difference trading?


  • Registered Users, Registered Users 2 Posts: 204 ✭✭Meleftone


    What brokers do most posters here use?


  • Registered Users, Registered Users 2 Posts: 2,645 ✭✭✭krissovo


    Meleftone wrote: »
    What brokers do most posters here use?

    Etrade for me.


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