Share Picks 2020

One More Toy · 30-07-2020 9:45pm

One More Toy wrote: »

4 for 1 you mean?

Edit: sorry I thought it was the reverse. Brain not working tonight. First time in 10 years I've ever had a stock split

Lex Luthor · 30-07-2020 9:59pm

stock splits used to be all the rage in the 90's

i remember being around when Intel and Lam split their stocks a few times back then

jams100 · 31-07-2020 12:32am

jams100 wrote: »

Will give them a look.
Anyone think Amazon shares are good value right now? If I didnt already have them in my portfolio I'd add them right now. There Q2 results are out on the 30th Im quite bullish on them and would expect to see a bump in their share price.
Ibm had a significant gain in theirs when they released theres and amazon are already in the cloud segment. I also think their Amazon prime video segment will see a significant uptake considering netflix did and then obviously ecommerce should do well.
I get that some of these things are already factored into their current share price but I'm still expecting them to top $3,200 on the 30th

Amazon topped 3,250 in after hours

Can still see some further growth for the year and especially so around Christmas as its extremely likely there will be no vaccine en masse by then.

Slightly disappointed by Alphabets results (Goog) but still see them as a very safe long term bet especially as they are increasing their focus on cloud segment (43% growth with cloud). Disappointed by their ad revenues, thought they would be much higher especially with companies boycotting the likes of Facebook.

I also purchased more shares in Shell today during their dip.

Shedite27 · 31-07-2020 6:08am

One More Toy wrote: »

What happens if you have say 5 shares, do they sell the fifth?

It's the other way around, if you have 5 shares now, you'll have 20 new shares

One More Toy · 31-07-2020 7:03am

Shedite27 wrote: »

It's the other way around, if you have 5 shares now, you'll have 20 new shares

Yeah I read it wrong my brain wasn't working last night!

31-07-2020 7:59am

IAG dropping below previous all time low since formation of new group, even below the €1.90 of the previous covid low. You'd imagine those that didn't sell then wont sell now (unless for tax reasons) and those that are selling are relatively new purchasers.

Earnings reporting (significant losses to Q2 and announcement of a share issue) has not been well received. So much for the market pricing in bad news in advance.

I'll be looking to get in later today to buy more. Would love if they'd hit €1.50 but not likely.

Kilboor · 31-07-2020 8:02am

Providence news this morning.

Consortium details for getting Barryroe to production released!

Looks like a good day

31-07-2020 8:04am

Kilboor wrote: »

Looks like a good day

Oil be rooting for you!

Shedite27 · 31-07-2020 12:57pm

Shedite27 wrote: »

I hold Pintrest and will add today, think they'll be a beneficiary of this as it seems to avoid Hate/Demonstration posts so should less impacted by this. They're also the social network with the best least inflated price so a lot of room to grow, and are also doing a big job at expanding overseas.

Blew the results out of the water, up 35% in premarket

thomas 123 · 31-07-2020 1:43pm

Welp - so much for the Kodak renaissance

ShareShare · 31-07-2020 2:54pm

Shedite27 wrote: »

I hold Pintrest and will add today, think they'll be a beneficiary of this as it seems to avoid Hate/Demonstration posts so should less impacted by this. They're also the social network with the best least inflated price so a lot of room to grow, and are also doing a big job at expanding overseas.

Well done good sir!

Take Your Pants Off · 31-07-2020 4:46pm

I foolishly invested into too many pharmaceutical stocks Jumping on the bandwagon and now paying the price.

Txmd - 23% Srne - 10% Opk - 12% Ontx - 12% Htbx - 30%

Any advice on Which one should I sell and take the loss and which one should I hold? ��
I know ontx is relying on compliance, srne is waiting for approval for their 30 min covid test. I jumped into opk cause of the contract with nfl.

Lex Luthor · 31-07-2020 5:32pm

Take Your Pants Off wrote: »

I foolishly invested into too many pharmaceutical stocks Jumping on the bandwagon and now paying the price.

Txmd - 23% Srne - 10% Opk - 12% Ontx - 12% Htbx - 30%

Any advice on Which one should I sell and take the loss and which one should I hold? ��
I know ontx is relying on compliance, srne is waiting for approval for their 30 min covid test. I jumped into opk cause of the contract with nfl.

You’re only really down if you cash in

Bob Harris · 31-07-2020 6:06pm

Take Your Pants Off wrote: »

I foolishly invested into too many pharmaceutical stocks Jumping on the bandwagon and now paying the price.

Txmd - 23% Srne - 10% Opk - 12% Ontx - 12% Htbx - 30%

Any advice on Which one should I sell and take the loss and which one should I hold? ��
I know ontx is relying on compliance, srne is waiting for approval for their 30 min covid test. I jumped into opk cause of the contract with nfl.

I know nothing of the above companies but if you don't need the cash just leave them there. Chances are some if not all will recover.
You have to keep on eye on them as they could be up 30/40/50% out of nowhere and be back down very quickly.

jams100 · 31-07-2020 6:32pm

Pretty bad week

Amazon +5%
Alphabet - 3.5%
British American Tobacco - 4.5%
Coca Cola - 3.5%
DraftKings - 11.9%
GAN - 9.3%
Intel - 7%
Manulife - 4.5%
Microsoft - 0.2%
Penn - 3.1%
Pfizer -+ 0.6%
Shell - 7.7%
SSE (unchanged)
Sony + 1%

Think British American Tobacco is good value where it stands

bfa1509 · 31-07-2020 6:46pm

jams100 wrote: »

Pretty bad week

Amazon +5%
Alphabet - 3.5%
British American Tobacco - 4.5%
Coca Cola - 3.5%
DraftKings - 11.9%
GAN - 9.3%
Intel - 7%
Manulife - 4.5%
Microsoft - 0.2%
Penn - 3.1%
Pfizer -+ 0.6%
Shell - 7.7%
SSE (unchanged)
Sony + 1%

Think British American Tobacco is good value where it stands

don't forget the -2.5% for USD stock

One More Toy · 31-07-2020 9:37pm

bfa1509 wrote: »

don't forget the -2.5% for USD stock

Yeah that's a killer for me this week and indeed month

robman60 · 01-08-2020 2:53am

jams100 wrote: »

Pretty bad week

Think British American Tobacco is good value where it stands

Added more today having started around 2700. I think it's a bargain at current prices and likely to be resilient regardless of the economic picture over the next few months or years.

Bought an initial slice of Intel stock. I think it's in a great position. Huge profit margins, growing in the data centre space, low debt relatively, very focused on returning value to shareholders with a dividend approaching 3% and has been buying back stock for several years although this was paused in March. I honestly think its being seriously undervalued because it's not a new name in tech. Of course the chip is a problem but I think in 3 years it'll have proven to be a solid investment.

GoldFour4 · 01-08-2020 7:38am

Lemonade has dipped a good bit since the surge following the IPO. Thinking of going in If price heads close to $50 during the week.

ChuckieEgg · 01-08-2020 9:02am

robman60 wrote: »

Added more today having started around 2700. I think it's a bargain at current prices and likely to be resilient regardless of the economic picture over the next few months or years.

Bought an initial slice of Intel stock. I think it's in a great position. Huge profit margins, growing in the data centre space, low debt relatively, very focused on returning value to shareholders with a dividend approaching 3% and has been buying back stock for several years although this was paused in March. I honestly think its being seriously undervalued because it's not a new name in tech. Of course the chip is a problem but I think in 3 years it'll have proven to be a solid investment.

Microchip Technology inc. are in for a good few years ahead. With the incoming surge in home automation and IoT they are well set up for this and will reap huge rewards.

dinneenp · 01-08-2020 11:16am

ChuckieEgg wrote: »

Microchip Technology inc. are in for a good few years ahead. With the incoming surge in home automation and IoT they are well set up for this and will reap huge rewards.

Do you mean 'Microchip (MCHP)' or the microchip technology industry?

Lex Luthor · 01-08-2020 11:30am

as much as my portfolio seems to be going up in USD each week, the ex rate seems to be keeping it at par

One More Toy · 01-08-2020 11:38am

Lex Luthor wrote: »

as much as my portfolio seems to be going up in USD each week, the ex rate seems to be keeping it at par

Yes I'm finding the same unfortunately

ChuckieEgg · 01-08-2020 11:54am

dinneenp wrote: »

Do you mean 'Microchip (MCHP)' or the microchip technology industry?

Microchip Technology Inc.
NASDAQ: MCHP

outonawing · 01-08-2020 12:29pm

jams100 wrote: »

Pretty bad week

Amazon +5%
Alphabet - 3.5%
British American Tobacco - 4.5%
Coca Cola - 3.5%
DraftKings - 11.9%
GAN - 9.3%
Intel - 7%
Manulife - 4.5%
Microsoft - 0.2%
Penn - 3.1%
Pfizer -+ 0.6%
Shell - 7.7%
SSE (unchanged)
Sony + 1%

Think British American Tobacco is good value where it stands

I feel your pain, am holding 5 of the list that are down this week

Lex Luthor · 01-08-2020 2:32pm

Sums up Intel at the moment

Bob24 · 01-08-2020 2:42pm

Lex Luthor wrote: »

Sums up Intel at the moment

Yep :-D - and you could have the same for a few other US corporations TBH (Boeing comes to mind).

One More Toy · 01-08-2020 2:52pm

Draftkings looks to be at an attractive entry point, what's everyone's thoughts?

AmberGold · 01-08-2020 5:04pm

One More Toy wrote: »

Draftkings looks to be at an attractive entry point, what's everyone's thoughts?

GAN looking good also.

plasmin · 01-08-2020 5:23pm

Any thoughts on Micron Technologies?

con747 · 01-08-2020 5:30pm

plasmin wrote: »

Any thoughts on Micron Technologies?

Have a look here, I use the free version to get info. https://marketchameleon.com/Overview/MU/

Shedite27 · 02-08-2020 8:09am

For those who continue to ask, "why is the stock market not tanking with the job losses and recession on the way", here's a nice image to show what the market would look like without FAANG. It's basically 5 companies who have balaneced out the losses of the other 495 companies. Kinda reflective of the real world shift from Shops to Amazon, Cinemas to Nteflix etc

Bob24 · 02-08-2020 9:54am

Yeah, and even before the crisis the disconnect between the few top tech stocks and the rest of the S&P was massive (basically almost 50% of the S&P’s gains of the past few years come from just 5 companies).

AmberGold · 02-08-2020 10:07am

This chart is a good representation of why I've made f'all since starting to seriously invest back in April, my main problem at the time was viewing FAANG as overvalued considering they hadn't dropped much.

dinneenp · 02-08-2020 11:16am

Siemens Healthineers in advanced talks to buy Varian for $15 billion

It's public knowledge but if the deal goes through I presume Varian share price would jump significantly.

Cute Hoor · 02-08-2020 11:37am

dinneenp wrote: »

Siemens Healthineers in advanced talks to buy Varian for $15 billion

It's public knowledge but if the deal goes through I presume Varian share price would jump significantly.

Agreed price of $177.50, so unless you already hold Varian shares you are unlikely to be able to benefit, they should open tomorrow around the $177 mark, buyers over the last week have made a nice few bob.

outonawing · 02-08-2020 11:53am

AmberGold wrote: »

GAN looking good also.

Holding both DKNG and GAN

One More Toy · 02-08-2020 1:00pm

outonawing wrote: »

Holding both DKNG and GAN

Might follow you into them tomorrow!

Jim2007 · 02-08-2020 6:06pm

AmberGold wrote: »

This chart is a good representation of why I've made f'all since starting to seriously invest back in April, my main problem at the time was viewing FAANG as overvalued considering they hadn't dropped much.

Today's nifty fifty...

But remember that you don't need to hold any of them to make money....

02-08-2020 9:23pm

Deleted User wrote: »

Change of tack - I see SPCE dropping. I've gone in it with a buy order for $16.20. Neither a long term hold or a day trade.

While the Dragon crew is Tesla owned, I think a successful return of the Dragon module with it's crew end of July/Early August will see SPCE skike also.

Interesting to see how SPCE performs tomorrow. Currently $22.45.

Underground · 03-08-2020 1:53pm

Thanks for that graph. Really hammers home the dominance of a few large players, we all knew it to be the case but helpful to see the scale of it. Have most of my money in an SNP 500 tracker at the moment but gonna lighten up on it soon, surely a correction due soon.

Microsoft having a strong day, must be the talk of the Tiktok acquisition.

03-08-2020 2:18pm

Can someone check to see if IAG (airline) and Edsa are still trading under their profile on DeGiro? I cannot trade them currently. Neither are they showing up on a search. It would be appreciated.

howiya · 03-08-2020 2:34pm

Deleted User wrote: »

Can someone check to see if IAG (airline) and Edsa are still trading under their profile on DeGiro? I cannot trade them currently. Neither are they showing up on a search. It would be appreciated.

I can see them both when searching for them

ExMachina1000 · 03-08-2020 2:54pm

Anyone watch the free live market day coverage on Yahoo. Finance?

Some of it can be interesting. I have it on in the background most days.

03-08-2020 3:05pm

howiya wrote: »

I can see them both when searching for them

Still can't. Still prohibited from buying them.

Bizarre.

One More Toy · 03-08-2020 3:19pm

ExMachina1000 wrote: »

Anyone watch the free live market day coverage on Yahoo. Finance?

Some of it can be interesting. I have it on in the background most days.

No never heard of it, do you have a link?

I dip in and out of cnbc

Timmaay · 03-08-2020 3:23pm

Lex Luthor wrote: »

by the way, the guy that tipped me to AMD back in 2018, has said he is seriously looking at $UMC now. He doesnt mess around when it comes to investing in these companies (he's mentioning putting 5 figures into them now), he has religoulsy stuck to 4-5 in that sector for years and has done very well from them

2.80 to 4.20$ in about a week! Have 500 shares that I'm happy to sit on longterm.

plasmin · 03-08-2020 3:47pm

Timmaay wrote: »

2.80 to 4.20$ in about a week! Have 500 shares that I'm happy to sit on longterm.

Is this available on Degiro, can't find the ticker.

Zulare · 03-08-2020 3:57pm

Deleted User wrote: »

Still can't. Still prohibited from buying them.

Bizarre.

Have you taken the new 'appropriateness test' yet on Degiro - it's in settings. If you don't take it (and pass it) you may be prohibited from trading some products.

One More Toy · 03-08-2020 4:02pm

plasmin wrote: »

Is this available on Degiro, can't find the ticker.

I can see it under UMC

Share Picks 2020

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