Share Picks 2020

Atlas_IRL · 21-09-2020 08:36AM

Ouch Trevor Milton resigns from NKLA. They are going to get shorted badly in the morning.

https://www.freightwaves.com/news/breaking-news-trevor-milton-out-of-nikola

Atlas_IRL · 21-09-2020 08:37AM

Shedite27 wrote: »

Bought my first warrants yesterday, in the SPAC "PSTH". It's Bill Ackman's SPAC. He apparently tried to convince AirBnB to use his SPAC, so gives an idea of the type of company he's looking at.

Where did you buy the warrants, i've been looking ages trying to find an exchange to do them.

21-09-2020 08:45AM

Just put in a hopeful 4,000 shares at €1.00 for IAG. Not sure I want to complete

:rolleyes: It has gone under £1 on the LSE.

Edit, what happens if it goes below the €0.92 rights issue price.

franglan · 21-09-2020 09:11AM

One More Toy wrote: »

Yeah it's a very long term hold for me

We must have a small club all of us in the same boat here. So many radio shows and podcasts arguing handicap and total points bettong lines for American sports now. Some are sponsored by Draft Kings. When betting is eventually legal in each state in the US it'll continue to go from strength to strength.

Shedite27 · 21-09-2020 09:56AM

Atlas_IRL wrote: »

Where did you buy the warrants, i've been looking ages trying to find an exchange to do them.

Setup an account with Interactive Brokers for my "alternative" stuff.

Atlas_IRL · 21-09-2020 10:00AM

Shedite27 wrote: »

Setup an account with Interactive Brokers for my "alternative" stuff.

This is what i was getting, no US option.

Nemeses2050 · 21-09-2020 10:02AM

Deleted User wrote: »

Just put in a hopeful 4,000 shares at €1.00 for IAG. Not sure I want to complete :rolleyes: It has gone under £1 on the LSE.

Edit, what happens if it goes below the €0.92 rights issue price.

If it goes below .92 cents,I don't think many would be interested in the rights issue.

If I was you and intend to buy 4K worth of IAG shares, wouldn't buy them in 1 go.

Nemeses2050 · 21-09-2020 10:03AM

Shedite27 wrote: »

Setup an account with Interactive Brokers for my "alternative" stuff.

I have an a/c set-up with IB, but for some reason reluctant to use it. I just like easy to use Degiro.

positron · 21-09-2020 10:15AM

Deleted User wrote: »

Got in on the $Kodak upswing. Bailed as I listened to The Donald speech when I realised he wasn't going to mention Kodak I sold to a very active market taking a good gain.

Still one I'll keep an eye on. Very high volumes and patriotic purchasing keeping it high.

Again?!! Wasn't' there a ginormous hype and an equally brutal drop on Kodak just a few months ago?

AmberGold · 21-09-2020 10:48AM

Nemeses2050 wrote: »

I have an a/c set-up with IB, but for some reason reluctant to use it. I just like easy to use Degiro.

With the additional online information Interactive Brokers provide, access to markets and the stability of the platform I'm considering moving everything across from DeGiro.

Any recent IPO's, Warrants and SPAC have appeared well in advance of DeGiro for some reason.

21-09-2020 11:25AM

positron wrote: »

Again?!! Wasn't' there a ginormous hype and an equally brutal drop on Kodak just a few months ago?

Yes, again. The company hired lawyers that exonerated them. I made €5k, god bless 'Merica.*
*not a derogatory comment btw, it's proudly used.

21-09-2020 11:27AM

Nemeses2050 wrote: »

If it goes below .92 cents,I don't think many would be interested in the rights issue.

If I was you and intend to buy 4K worth of IAG shares, wouldn't buy them in 1 go.

Yeah, I've cancelled entirely. It's down to €1.03 now. And the way it usually works is that it'll drop another chunk on opening tomorrow.

I suspect it might drop to at least the Rights price. I think it's over sold as is, but might prefer it to start upwards again.

MikeSoys · 21-09-2020 11:51AM

Anyone looking at lloyds... Might be worth a pun

Shedite27 · 21-09-2020 12:31PM

Nemeses2050 wrote: »

I have an a/c set-up with IB, but for some reason reluctant to use it. I just like easy to use Degiro.

I have 95% of my money on Degiro. Use Revolut for fractional shares (Amazon) and use Interactive Brokers for anything that Degiro doesn't have (warrants, new SPAC's, Pink Sheets)

Shedite27 · 21-09-2020 12:34PM

Atlas_IRL wrote: »

This is what i was getting, no US option.

I can't even remember that screen to be honest. Have you set up an account? IF you type in PSTH, there's an option there for July 24 '25 23 Call - currently at $8.10 - that's the warrant

bcklschaps · 21-09-2020 02:46PM

Anyone have the liathróidí to take a punt on a bank today?

21-09-2020 02:53PM

bcklschaps wrote: »

Anyone have the liathróidí to take a punt on a bank today?

Zero attraction at the best of times :P HSBC only 3% down, it's shareholders probably approving of their actions

21-09-2020 02:53PM

Banks wouldn't appeal to most ......... things will get worse before they get better so anyone seriously interested in investing in banks will have plenty opportunity to buy in over the next 12/36 months.

From a taking a punt viewpoint I'd struggle to see any appeal either tbh.

jams100 · 21-09-2020 03:22PM

20 stocks. 20 Red :eek:
Bought another Amazon share today, they are going to once again have phenomenal sales in Q3 and more so in Q4!

One More Toy · 21-09-2020 03:23PM

jams100 wrote: »

20 stocks. 20 Red :eek:
Bought another Amazon share today, they are going to once again have phenomenal sales in Q3 and more so in Q4!

All red here too, years of gains being wiped out

bcklschaps · 21-09-2020 03:34PM

Pelezico wrote: »

I have been in and out of Smith's for a few years. I think they are cheap under 300p. But they may get cheaper. A good play on the increasing role of packaging.

DS Smith 270p today. Picked up a few.

peterofthebr · 21-09-2020 03:46PM

looking at BAT atm..on LSE ..

21-09-2020 03:49PM

peterofthebr wrote: »

looking at BAT atm..on LSE ..

Any particular reason?

peterofthebr · 21-09-2020 03:53PM

Deleted User wrote: »

Any particular reason?

good dividend, company steady enough.,... will look to see if i can get 60-100p return per share...

buy on the dip :-)

Rothmans · 21-09-2020 03:59PM

peterofthebr wrote: »

looking at BAT atm..on LSE ..

As in, British american tobacco? I've been looking at them for quite a while also. Tobacco stocks generally don't really seem to have recovered since the March dip. BATS seems undervalued

roosterman71 · 21-09-2020 04:01PM

Rothmans wrote: »

As in, British american tobacco? I've been looking at them for quite a while also. Tobacco stocks generally don't really seem to have recovered since the March dip. BATS seems undervalued

Based on your username alone I believe that you have inside knowledge

peterofthebr · 21-09-2020 04:04PM

Rothmans wrote: »

As in, British american tobacco? I've been looking at them for quite a while also. Tobacco stocks generally don't really seem to have recovered since the March dip. BATS seems undervalued

hi yes british american tobacco - on LSE bat.l .. bought in there at £26.21 before 4pm...was looking to buy somthing on the slide today -

Nemeses2050 · 21-09-2020 05:11PM

folks, anything decent to pick for short-medium term please?

Taylor365 · 21-09-2020 07:13PM

One More Toy wrote: »

All red here too, years of gains being wiped out

Years? What?

Tech is on a pullback from ridiculous prices.
Most other stocks are down but not near recent March lows.

I'm still up +40% in LUV and +30% in DAL.

+100% in MSFT + NVDA, +400% AMD

In saying all that, I've made about 3-4% since 2019 across the board.

Kilboor · 21-09-2020 07:39PM

I've weathered the recent chaos quite well. Over the last two months my portfolio has probably fluctuated between -2% to
+2%

Holding in order of position size:

Providence Resources (Oil) - Didnt fall even close to bep over the last two months - Up 20% overall

Barra Resources (Gold) - Rose over the last two months by 60-100%, back down however to below bep but somewhat of a hedge for negative US sentiment with gold involved

Annovis Biotech (Biotech) - Break even currently and wishing to load up on more

GameStop (Retail and E-commerce) - Break even and I'd bet a short squeeze is coming soon

Regulus Therapeutics (Penny biotech) - held a small position which is down 35% through my own stupidity, missed my sell point completely misreading a catalyst and I'll sell for a loss soon

I might open a sizeable position in STOR sometime but have only started my research on it

This year I am up around 350%+ overall from a small starting point

Share Picks 2020

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