Share Picks 2020

jams100 · 07-10-2020 04:27PM

Look at labours plans for rasing revenues in 2021 budget. Abolishing cgt relief seems to be part of their plans, will the other parties go for similar?
Also 3% increase in cgt!

Kilboor · 07-10-2020 04:29PM

I think it's time for a separate tax on housing assets.

They're so housing focused they dont see how this hurts people looking to invest in assets outside of housing!

jams100 · 07-10-2020 04:34PM

Kilboor wrote: »

I think it's time for a separate tax on housing assets.

They're so housing focused they dont see how this hurts people looking to invest in assets outside of housing!

Not populist enough. I'd be more afraid of what sinn fein will come out with. They seem to to think that the likes of us are making millions when I'd be happy with low 4 figures

Kilboor · 07-10-2020 04:37PM

jams100 wrote: »

Not populist enough. I'd be more afraid of what sinn fein will come out with. They seem to to think that the likes of us are making millions when I'd be happy with low 4 figures

That's exactly it, putting high taxes and reducing credits on those investing in shares only hurts the lower income earners. It's not only completely demotivational it's also counter intuitive to allowing people to grow and save their wealth without relying on government money.

Eventually for most of us, there will be a transfer of assets from shares into buying houses all without having to take anything from the government but instead they would rather push us away from this process.

inisfree0504 · 07-10-2020 04:58PM

jams100 wrote: »

Look at labours plans for rasing revenues in 2021 budget. Abolishing cgt relief seems to be part of their plans, will the other parties go for similar?
Also 3% increase in cgt!

From a quick Wikipedia search, it seems we already have one of the highest rates of CGT in the world (above norway, sweden, germany etc). Any more is just madness.

Mickiemcfist · 07-10-2020 05:01PM

jams100 wrote: »

Look at labours plans for rasing revenues in 2021 budget. Abolishing cgt relief seems to be part of their plans, will the other parties go for similar?
Also 3% increase in cgt!

Abolishing Entrepreneurial relief is another joke, yea lets make it harder to start a company in an environment where tens of thousands of people are out of work... The mind boggles.

07-10-2020 05:07PM

jams100 wrote: »

Look at labours plans for rasing revenues in 2021 budget. .........

Modern labour party doesn't know what it's at, sort of a SF esque view on everything now tbh.

RIGOLO · 07-10-2020 06:02PM

I understand the frustration above with those policies, those idiots think if I plug a plug bank into itself I can still power my appliances. They dont realise you need a feed of power (investment, entrpreneurship, capital) to pay for their other policiys.

Now lets get back to putting the G in CGT .
INTEL finally getting some notice. I think its a safe haven with room for growth if your looking for one. I parked some dosh there when it crashed after their epic earnings on all the AMD hype. With a PE around 10 its way undervalued
AMD for my gaming system, INTEL for work ... cue the 7nm acolytes..:)

ChuckieEgg · 08-10-2020 08:43AM

RIGOLO wrote: »

I understand the frustration above with those policies, those idiots think if I plug a plug bank into itself I can still power my appliances. They dont realise you need a feed of power (investment, entrpreneurship, capital) to pay for their other policiys.

Now lets get back to putting the G in CGT .
INTEL finally getting some notice. I think its a safe haven with room for growth if your looking for one. I parked some dosh there when it crashed after their epic earnings on all the AMD hype. With a PE around 10 its way undervalued
AMD for my gaming system, INTEL for work ... cue the 7nm acolytes..:)

I've picked up a load of Intel stock too as it will probably Intel for your gaming too as the next Gen gaming will come from cloud based computing services like Googles stadia, Microsoft Azure Cloud Games, Apple Arcade etc

RIGOLO · 08-10-2020 09:00AM

NYCT , are breaking out again , up near 4% in London (broke 7 quid) and 7% in Paris.
I still think its got room to grow, 25-30% if you add up the contracts its won, they are less than its market cap.. who ever heard of that. Its a gift even at this price.

Time for a coffee, speaking of which LUCKIN up a buck 04 yesterday popped 22% , been double digit gains for 4 days. I think thats got room to run, but be ready to exit quick if the pot goes cold.

GLTA , the markets are responding positively now that that guy 'with the 126 bedroom resort in Palm Springs ' has developed some auntiebodies.

hottipper · 08-10-2020 09:21AM

RIGOLO wrote: »

NYCT , are breaking out again , up near 4% in London (broke 7 quid) and 7% in Paris.
I still think its got room to grow, 25-30% if you add up the contracts its won, they are less than its market cap.. who ever heard of that. Its a gift even at this price.

Time for a coffee, speaking of which LUCKIN up a buck 04 yesterday popped 22% , been double digit gains for 4 days. I think thats got room to run, but be ready to exit quick if the pot goes cold.

GLTA , the markets are responding positively now that that guy 'with the 126 bedroom resort in Palm Springs ' has developed some auntiebodies.

How do you buy luckin now that its delisted? i cant see it in degiro, is it because you kept some or using a different platform? cheers!

RIGOLO · 08-10-2020 09:35AM

hottipper wrote: »

How do you buy luckin now that its delisted? i cant see it in degiro, is it because you kept some or using a different platform? cheers!

I use Etrade US account .
sorry I forgot many cant trade it

Nemeses2050 · 08-10-2020 11:36AM

Nemeses2050 wrote: »

If you don't need money, I would say hold. Another option is you can sell half of it and with the proceeds subscribe to RI's.

Holy s**t Rolls Royce up another 15% today, nearly doubled since Fridays low's

RIGOLO · 08-10-2020 12:14PM

Nemeses2050 wrote: »

Holy s**t Rolls Royce up another 15% today, nearly doubled since Fridays low's

I really hope no one listened to me when I said you should sell. Ive worked in airplane manufacturing buinses and just didnt see how RR would benefit as airlines suffer. I guess a rights issue and a few billion more in loans has seen them right for the near term
To ere is human, best not to comment on stocks or industries your not closely watching.

Theres a new'ish lobby group in Congress promoting cyber currency, they gave every member of congress $50 in bitcoin as a promo stunt , they are looking to push for regulatory control of cyber currency.
Interesting item on CNBC, 15% of Americans own cyber currency, 25% of millenials and 33% of businesses accept them.
Lets see if my MARA, RIOT pickup, but Im holding them for 3-4years out so no rush.

Nemeses2050 · 08-10-2020 12:31PM

RIGOLO wrote: »

I really hope no one listened to me when I said you should sell. Ive worked in airplane manufacturing buinses and just didnt see how RR would benefit as airlines suffer. I guess a rights issue and a few billion more in loans has seen them right for the near term
To ere is human, best not to comment on stocks or industries your not closely watching.

Theres a new'ish lobby group in Congress promoting cyber currency, they gave every member of congress $50 in bitcoin as a promo stunt , they are looking to push for regulatory control of cyber currency.
Interesting item on CNBC, 15% of Americans own cyber currency, 25% of millenials and 33% of businesses accept them.
Lets see if my MARA, RIOT pickup, but Im holding them for 3-4years out so no rush.

I was Naysayer as far as Crypto was concerned back in 2013-14 when it was in infancy if only I had listened to some of the boardsies back then

Shedite27 · 08-10-2020 12:54PM

I still haven't bought into crypto. From listening to experts I was of the understanding that it was supposed to protect against crashes, but it crashed in March this year too. So essentially it's behaving like a tech stock now.

The bull case as I see it is that as more people "want" it, well it's a limited resource, so price will go up as demand goes up. I'm open to listening to people explain to me better than that why I should be interested, I like to feel like I understand why a price goes up and down (business performance). I don't feel I know how to do that with Crypto

Atlas_IRL · 08-10-2020 01:02PM

https://uk.reuters.com/article/jpmorgan-diversity-idUSKBN26T0H0

$CARV is ripping it before hours went to $23 in June and can hit $10 plus.
$IPDN is possibly another one.

It sucks not having before hours trading, watching Carv go up and up and not able to do anything..

08-10-2020 01:03PM

Shedite27 wrote: »

I still haven't bought into crypto. From listening to experts I was of the understanding that it was supposed to protect against crashes, but it crashed in March this year too. So essentially it's behaving like a tech stock now.

The bull case as I see it is that as more people "want" it, well it's a limited resource, so price will go up as demand goes up. I'm open to listening to people explain to me better than that why I should be interested, I like to feel like I understand why a price goes up and down (business performance). I don't feel I know how to do that with Crypto

I still see it as a tulip, but possibly down to my ignorance.

supue · 08-10-2020 01:07PM

Nemeses2050 wrote: »

Holy s**t Rolls Royce up another 15% today, nearly doubled since Fridays low's

I'm actually sick looking at it the past few days, bought on a comment here at 106, sold out mid 120's as I wanted to lock in a profit, considered buying back in at 130 and decided not to. Serious sellers remorse! Still profit is profit and thanks for the call-out on the drop from whoever posted as I wouldn't have seen otherwise.

Nemeses2050 · 08-10-2020 01:38PM

supue wrote: »

I'm actually sick looking at it the past few days, bought on a comment here at 106, sold out mid 120's as I wanted to lock in a profit, considered buying back in at 130 and decided not to. Serious sellers remorse! Still profit is profit and thanks for the call-out on the drop from whoever posted as I wouldn't have seen otherwise.

I can completely understand, I had the buy order at 108 and it didn't go through as it closed around 113 on Friday...so you're not alone

Mickiemcfist · 08-10-2020 02:29PM

Deleted User wrote: »

I still see it as a tulip, but possibly down to my ignorance.

Same, until I see it being used practically, I'll remain sceptical. I've said that since day 1 & it has risen xxx,xxx% since, but I don't understand the underlying economics & until I do it's a gamble as opposed to an investment for me.

Brock Turnpike · 08-10-2020 03:44PM

Someone here posted UMC as one to watch, probably a month or so ago, and it looks to be flying. Not sure who it was, but can anyone dig out the post? Can't find much about UMC online and I want to try determine whether there is more growth potential.

Shedite27 · 08-10-2020 04:29PM

Lemonade finally making a big move today. Averaged down when it dipped down to the 40's - I'm finally back in the green. This will be a long hold for me.

retalivity · 08-10-2020 04:34PM

Just realised that I am in the green with Aphria - must have been waiting about 18months for that one.
Been some week...portfolio up 9% since monday morning

Treppen · 08-10-2020 04:42PM

retalivity wrote: »

Just realised that I am in the green with Aphria - must have been waiting about 18months for that one.
Been some week...portfolio up 9% since monday morning

What's the story with that.

Canopy ebbed down to below 20 so I got sick of the long slow drop and dumped (of course it's back up again!).

Did you ever get into organigram? I thought that was going good. ACB.... Also trundling down.

Do you think the haze is clearing on Canada?

retalivity · 08-10-2020 04:59PM

Ive no idea...i picked some up ages ago after I saw it being discussed here, then averaged down once or twice since, and then forgot about it.
May bank some of it while I can.

RIGOLO · 08-10-2020 05:23PM

Atlas_IRL wrote: »

https://uk.reuters.com/article/jpmorgan-diversity-idUSKBN26T0H0

$CARV is ripping it before hours went to $23 in June and can hit $10 plus.
$IPDN is possibly another one.

It sucks not having before hours trading, watching Carv go up and up and not able to do anything..

Yes a few BLM stocks spiked nicely on this $30 billion commitment from JPMC to support african american businesses.
CARV , BYFC and UONE were all touching double digit % gains , have pulled back since . Im going long on these . These stocks are day traders dreams with their wild swings.
Theres also the NACP ETF , I wont be touching that as its NAACP backed , I have limits. But at some point others will get into the BLM ETF buisness.
From here on in Im going to rephrase that from BLM to BMM blak mony matrs

Taking a small nibble in NAK ($1.16) Northern Dynasty Minerals .. they are sitting on the largest gold deposit in North America , but cant touch it cos the largest wild salmon river sits above it. Its all tied up in lawsuits and counter lawsuits.

testtech05 · 08-10-2020 07:35PM

Gamestop is flying again today after an announcement of a partnership with Microsoft. How high do people think it can realistically get?

Only took a small position in it myself a few months back that is well up but seems to have been going from strength to strength off the back of next gen console announcements etc

Treppen · 08-10-2020 07:48PM

testtech05 wrote: »

Gamestop is flying again today after an announcement of a partnership with Microsoft. How high do people think it can realistically get?

Only took a small position in it myself a few months back that is well up but seems to have been going from strength to strength off the back of next gen console announcements etc

They started trade ins/ups for new Xbox S and X in the States which are crazy popular. People here are desperate to get them in their hands before Christmas but they're sold out in Ireland (or else pre order and await disappointment).

If they're doing a linkup with MS then I think they'll be rolling out the trade up and bundle packages offers over here soon.

MS must be making a mint off their gamepass subscription.

Timmaay · 08-10-2020 08:08PM

Brock Turnpike wrote: »

Someone here posted UMC as one to watch, probably a month or so ago, and it looks to be flying. Not sure who it was, but can anyone dig out the post? Can't find much about UMC online and I want to try determine whether there is more growth potential.

I remember that post, I took a punt on it based on the same post. It didn't give much details, so isn't worth the effort of digging it out I'll admit though ha. In terms of today's spike, they announced a September increase in sales, that rise faded quick enough across the day however. In terms of a good source of information, I find stocktwits great for smaller company's, people will post up stuff very quickly. Stocktwits is no good for the more popular companies be warned, too many robinhood idiots drowning out any useful posts.

Share Picks 2020

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