Share Picks 2020

OwlsZat · 05-10-2020 11:17PM

One More Toy wrote: »

Perhaps; I manage mine with meds (at great cost). Mad to think lobotomies etc were once standard treatment

Indeed. Mushrooms won't be a recurring treatment.

Back on topic I recommended Square last year and sold out way too soon. Up another 7% today appears like Shopify to be a hero stock. Anyone holding?

Shedite27 · 06-10-2020 07:34AM

Yeah holding Square, have a full stable of payment stocks, Square, PayPal, Sea, StoneCo. With cash gone, why wouldn't you want a cut of every transaction in the world.

Interesting too that in the past few days, two of the Cloud-based SAAS stocks (Twilio and Alteryx) have raised guidance for Q3. This could be a monster earnings season for these stocks (Fastly, Datadog, Trade Desk, ServiceNow, Veeva)

RIGOLO · 06-10-2020 08:23AM

RIGOLO wrote: »

LK LUCKIN Coffee.
has an interesting history, had some dodgy accounting, SEC went after them, looks to be coming out of it okay with a slap on the wrist, cuaght up in teh US China trade war , trading at $3 bucks was $51 5 months ago .. up 25% today

June seems so long ago ...
LUCKIN getting the love yesterday , up 20% to 4.09 , my bep is much lower, glad I held through all the noise.
Patience often pays off. Earnings season approaches, if they produce a clean set of books they may pop .

Now that the 'Star of The Apprentice' is back at work, more pressure builds to get a stimulus bill passed through both houses, expecting a major greeen bump from that.

Time to start thinking of how to position oneself for the election.
GLTA

hottipper · 06-10-2020 09:46AM

Another european one that might be worth looking into
ADEVINTA https://www.adevinta.com/about/

If you want to own some of daft.ie adverts & dondeal.
i guess that means boards.ie also? if so everyone here should buy at least 1 share

Looks like they want to own the classified ad space across europe and beyond recent enough IPO april 2019

about 12euros could be a good starting position

voluntary · 06-10-2020 09:54AM

hottipper wrote: »

Another european one that might be worth looking into
ADEVINTA https://www.adevinta.com/about/

if so everyone here should buy at least 1 share

To boards, we are products, not customers or shareholders.
Shareholders are owners, customers are marketer who pay for the product (us) to view their ads.

06-10-2020 10:00AM

voluntary wrote: »

To boards, we are products, not customers or shareholders.
Shareholders are owners, customers are marketer who pay for the product (us) to view their ads.

Am I missing something... I'm missing something, right?

Shedite27 · 06-10-2020 10:02AM

voluntary wrote: »

To boards, we are products, not customers or shareholders.
Shareholders are owners, customers are marketer who pay for the product (us) to view their ads.

But if you buy a share then you make money everytime you visit boards

hottipper · 06-10-2020 01:10PM

Shedite27 wrote: »

The next 2 SPACs I'm in "blind" are IPOB and IPOC. No idea who the companies will end up being, but it's run by Chamath Palihapitiya, who is someone I always enjoy listening to and more importantly, is well connected. Basically I'm trusting that he will use my money wisely and find a good target company.

Looks like IPOC is going to merge with clover health
https://twitter.com/chamath/status/1313444678524497920

I went in on the IPOB, going to keep it to see how it works out (doing well so far)
will see how this one responds to the news

Shedite27 · 06-10-2020 01:22PM

hottipper wrote: »

Looks like IPOC is going to merge with clover health
https://twitter.com/chamath/status/1313444678524497920

I went in on the IPOB, going to keep it to see how it works out (doing well so far)
will see how this one responds to the news

Yeah he's on CNBC at the moment talking through it

RIGOLO · 06-10-2020 01:26PM

re: post above...
Palihapitiya was on CNBC Squak Box an hour ago, very interesting discussion . I love their panelists
Joe and Andrew got into a great discussion about starting their own SPAC, Rick Santelli said he would sit this one out as he felt theres some SPAC fallout due.
truth be told I was torn between his SPAC and the SPAG-bol on my plate.

EDIT : I caught the pre-discussion as someone else posted, its on just now ...

Shedite27 · 06-10-2020 01:53PM

RIGOLO wrote: »

re: post above...
Palihapitiya was on CNBC Squak Box an hour ago, very interesting discussion . I love their panelists
Joe and Andrew got into a great discussion about starting their own SPAC, Rick Santelli said he would sit this one out as he felt theres some SPAC fallout due.
truth be told I was torn between his SPAC and the SPAG-bol on my plate.

EDIT : I caught the pre-discussion as someone else posted, its on just now ...

What did ya think of it? His personal interest in it seems to be fairly well aligned to my interests (ie he only makes money if I make money), Andrew seemed not too believing of it. It sounds a good company they got into. His whole "the market grows every year as more people hit 65" thing has the obvious problem of "people die too". I'll hang onto it for a bit longer anyway, see what becomes of the company.

Shedite27 · 06-10-2020 02:26PM

funkey_monkey wrote: »

I've got approx 1200 shares in RR which I obtained when I was in England working for the company. I've got caught out with them as they spiralled downwards to yesterdays Rights Issue announcement.

They were bought in at avg of ~£6.

My question is, what should be be planning to do now? Do I sell up and take the loss, do I just hold on, do I partake in the RI?

Hope ya didn't sell yet, up 20% since you posted this

DutchYurt · 06-10-2020 02:36PM

Shedite27 wrote: »

Yeah holding Square, have a full stable of payment stocks, Square, PayPal, Sea, StoneCo. With cash gone, why wouldn't you want a cut of every transaction in the world.

Interesting too that in the past few days, two of the Cloud-based SAAS stocks (Twilio and Alteryx) have raised guidance for Q3. This could be a monster earnings season for these stocks (Fastly, Datadog, Trade Desk, ServiceNow, Veeva)

Alteryx up 20%

AmberGold · 06-10-2020 02:47PM

Shedite27 wrote: »

What did ya think of it? His personal interest in it seems to be fairly well aligned to my interests (ie he only makes money if I make money), Andrew seemed not too believing of it. It sounds a good company they got into. His whole "the market grows every year as more people hit 65" thing has the obvious problem of "people die too". I'll hang onto it for a bit longer anyway, see what becomes of the company.

CNBC are down on SPAC's generally so hard to win.

I'm close to 50% aligned on SPAC's inc. IPOC / B and PSTH with PSTH being by far my largest holding.

All thanks to your good self with your initial post on FMCI which I'm still holding.

Timmaay · 06-10-2020 03:21PM

I've a reasonable stake in Airbus, which I bought at 74€ in early June, it's bounced around between 60 and 75 since then, similar to your RR dilemma I'm thinking I really should cut my losses also, if it approaches anything close to breakeven again in the next few weeks I'm definitely out, I'm thinking that money would be alot better off in some tech stock that would have alot more upside potential.

06-10-2020 03:25PM

Timmaay wrote: »

I've a reasonable stake in Airbus, which I bought at 74€ in early June, it's bounced around between 60 and 75 since then, similar to your RR dilemma I'm thinking I really should cut my losses also, if it approaches anything close to breakeven again in the next few weeks I'm definitely out, I'm thinking that money would be alot better off in some tech stock that would have alot more upside potential.

Some Tech stock sure, A tech stock becomes more difficult

06-10-2020 03:29PM

At the risk of being shot, although I think it has an impact on shares, I think the markets are up specifically because of Trump's apparent health and the belief they have advanced medicine. I think that's a risky stance.

RIGOLO · 06-10-2020 03:38PM

Shedite27 wrote: »

What did ya think of it? His personal interest in it seems to be fairly well aligned to my interests (ie he only makes money if I make money), Andrew seemed not too believing of it. It sounds a good company they got into. His whole "the market grows every year as more people hit 65" thing has the obvious problem of "people die too". I'll hang onto it for a bit longer anyway, see what becomes of the company.

I didnt think they sold it very well, his pitch started great but finsihed weak IMO.
Considering Social Capital have already reserved IPOA-Z ticker symbols if I miss this boat theres sure to be another coming along.
glta

Timmaay · 06-10-2020 03:45PM

[Deleted User] wrote: »

At the risk of being shot, although I think it has an impact on shares, I think the markets are up specifically because of Trump's apparent health and the belief they have advanced medicine. I think that's a risky stance.

Partly because he isn't dead also lol. Biden wants to introduce CGT for shares so thats spooking US investors. Biden is still leading the poles but I personally think plenty of people in the states will be quiet about voting for Trump again, I'd definitely put him leading the race still.

Nemeses2050 · 06-10-2020 03:49PM

Shedite27 wrote: »

Hope ya didn't sell yet, up 20% since you posted this

RR making a fool of everyone from last week

RIGOLO · 06-10-2020 04:50PM

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

cal naughton · 06-10-2020 04:59PM

RIGOLO wrote: »

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

ODX on LSE. Just broke out of penny status in the last hour. News has just broken that there has been a UK government order for 175k of the companies covid 20 minutes test kits. ODX has been mentioned on here a few times. Thanks to that original poster.

RIGOLO · 06-10-2020 05:20PM

cal naughton wrote: »

ODX on LSE. Just broke out of penny status in the last hour. News has just broken that there has been a UK government order for 175k of the companies covid 20 minutes test kits. ODX has been mentioned on here a few times. Thanks to that original poster.

The good news : Yeah I tipped it a few times. Delighted if anyone benefited.
The bad news : I sold out last week for some profit as NYCT are a bigger holding of mine and didnt feel the need to own 2 UK testing companies even if its different tests .

But it looks like I left a nice chunk of change on the table given they were 76p when I posted and now sit at 105 ...

AFAIK Just be aware its not a huge contract that ODX won, so there may be sell off late in the morning tomorrow. But again other contracts may follow in coming weeks.

Cant win em all...

hottipper · 06-10-2020 05:23PM

RIGOLO wrote: »

Has anyone got any 'penny stock' tips ? Sub 1-2-3 euro/bucks.
Ive done well out of SOME of these sort of stocks in the past, trading the likes of BYFC,DGLY,AYRO,AYTU,TNXP,SAR,MNK,WORX,LK,PTI.

Just wondering if anyone has others on their radar.
Will do my own research , just looking for leads , I understand caveat emptor.

Pennys:
Im in coty inc (recovery play maybe christmas bounce), well health techs (canadian teledoc) and mindmed (weed gang might like it + backed by that kevin o leary investor thats always on cnbc) at the moment
at your own risk

Nemeses2050 · 06-10-2020 05:23PM

I could do with IT related stock which hasn't already doubled-tripled since March. I missed IT boat

bob mcbob · 06-10-2020 05:53PM

RIGOLO wrote: »

The good news : Yeah I tipped it a few times. Delighted if anyone benefited.
The bad news : I sold out last week for some profit as NYCT are a bigger holding of mine and didnt feel the need to own 2 UK testing companies even if its different tests .

But it looks like I left a nice chunk of change on the table given they were 76p when I posted and now sit at 105 ...

AFAIK Just be aware its not a huge contract that ODX won, so there may be sell off late in the morning tomorrow. But again other contracts may follow in coming weeks.

Cant win em all...

This is from the press release

The AbC-19™ Rapid test uses a small drop of blood from a finger-prick, and shows results in 20 minutes, without the need for a patient sample to be sent to a laboratory. The test is currently CE-Marked for professional use and can be administered by healthcare professionals, such as doctors, nurses, pharmacists and healthcare workers, at the point-of-care. The UK-RTC are seeking approval from the MHRA for self-test use.

The UK-RTC members are in the final stages of formalising an agreement for the supply of goods from members to Abingdon Health, following the Memorandum of Understanding that was signed in April 2020. Omega expects to manufacture approximately 175,000 of these first 1 million tests but over the term of this supply agreement, Omega will manufacture not less than 25% of the demand from total orders placed, either from the UK Government or, where allowed, third party customers.

https://www.ii.co.uk/news/uk-government-contract-for-uk-rtc-rnsLSE20201006164616_3740214

Nemeses2050 · 06-10-2020 06:04PM

Folks how is PSTH for short to medium, I understand Bill Ackerman is looking for a established name to merge with.

06-10-2020 06:17PM

Memory test for ye.

Next Tuesday there's the prospect of a reduction in CGT (hopefully including shares) - in previous years when there was a change was it immediate or postponed to the start of the next tax year?

DutchYurt · 06-10-2020 07:08PM

Peoples thoughts on Alteryx?, ride the wave or take some profit. I think it has potential to get back to 180.. but I'm a bit skeptical. Might be the new CEO just being bullish. I'm back pre tech stock bubble, which was also pre pandemic bubble so I expect something bad to happen this week to every company I have a piece of.

If it does you've been warned.

AmberGold · 06-10-2020 07:09PM

Nemeses2050 wrote: »

Folks how is PSTH for short to medium, I understand Bill Ackerman is looking for a established name to merge with.

Minimal downside, lots of potential if he picks the right company. Could be a large sell off if AirBnB do IPO.

Share Picks 2020

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