Share Picks 2020

Nemeses2050 · 08-10-2020 08:18PM

While We're looking at gaming stocks, what are your views on Corsair folks?

retalivity · 09-10-2020 08:13AM

RR continuing to only go one way...banking some of the gains this morning

RIGOLO · 09-10-2020 08:19AM

danoriordan1402 wrote: »

I have been holding VMW position for years having got in at a discount, a fairly static stock for the last while but I believe once the DELL/VMware divorce happens next year it may take a turn up, will see

DELL gets a 2% gain .
I think the IBM spin off will benefit DELL. IBM seperating their server buisness creates uncertainty for customers for the next 12-18 months. Dell will take advantage of this . IBM instead of providing a one-stop shop for a customer , will now be providing 2 suppliers, one for SW and one for HW.

Personally I think its a bad move by IBM, they sold out of the PC market and look where thats gone since.

I think this (IBM generated) bump for DELL will feed into the time frame for the VMWARE selloff.
DELL is a safe place with modest gains forecast to park some dosh.

EDIT : I reread this and theres a glaring contradiction .. but what the heck ...

fwiw this is just an opinion folks, I think we are all expressing opinions here, in good faith. No one is telling anyone what to do.
NYCT killing it again early this morning, up 5%

Kilboor · 09-10-2020 09:12AM

Morning,

Been a quiet two months for me. Not many moves made, if any, but that's starting to change.

Sold out my position in the biotech RGLS for a 40% loss, although thankfully this was my smallest position, it was a setback nonetheless.

Opened my position in Gamestop finally at a BEP of 8.80, that's paying off really nicely right now and I've set a purely short squeeze based price target of 20 dollars. I'll look to close half at this point.

Otherwise I'm still holding Providence Resources, which I'm ridiculously over optimistically bullish about. This has been making me some nice gains over the last few months and I think it has a LOT more to go. I'll be looking to open a small position in its partner LOGP today with the sold RGLS loss.

Other than that I'm still holding some other stocks in and around break even prices. I'd like to load more into these with any profits from above.

I also mentioned UpWork recently. This has also taken off nicely for a fairly safe tech market play. Still think it's criminally undervalued from a purely user point of view, it's the best product out there for professional outsourcing.

09-10-2020 09:45AM

funkey_monkey wrote: »

Any idea of the rationale behind the gains - I can't see any solid reason for them.

Always a good time to take gains. I can only imagine it's Trump's Superman type recovery related.

DutchYurt · 09-10-2020 10:00AM

4D Pharma in for another bad day, almost a 50% drop this week

mickey15ie · 09-10-2020 10:13AM

DutchYurt wrote: »

4D Pharma in for another bad day, almost a 50% drop this week

What is going on with 4D?

Kilboor · 09-10-2020 10:14AM

Underwhelming trial results

DutchYurt · 09-10-2020 10:16AM

mickey15ie wrote: »

What is going on with 4D?

They had results a few days back and there was profit taking but not sure what's happening today. Blood bath on the position I had but will just hold and see what happens, company has alot of good things in the pipeline

doctorg · 09-10-2020 01:51PM

Anyone know when the purchased IAG rights issue become exercisable ? I thought the date was 7th but in Degiro they are still non-tradeable

09-10-2020 02:14PM

Big up to the person that passed on their friend (now also my friend

), who specialises in chip manufacturers, advice to look into United Microelectronics. Up approx 44%. Only sorry I didn't buy more.

09-10-2020 02:19PM

Kilboor wrote: »

Underwhelming trial results

The results were very good, any phase 2 that indicates progression to phase 3 is decent. No side effects also.

I'm tempted to buy more but I'd be averaging up.

09-10-2020 02:21PM

Augeo wrote: »

The results were very good, any phase 2 that indicates progression to phase 3 is decent. No side effects also.

I'm tempted to buy more but I'd be averaging up.

For something that had no treatment previously it was a breakthrough. That it was worded in technicalities for the lay investor seems to have done for it.

09-10-2020 02:33PM

Deleted User wrote: »

............That it was worded in technicalities for the lay investor seems to have done for it.

That's the crux of it currently, and the funding into Q1 ........ folk hoped/expected some mention of funding also.

I'm confident the SP will go back to previous highs shortly and beyond them over the next 12/18 months.

Aideen1 · 09-10-2020 02:49PM

My bets this year:

Hubspot
Fiverr
Pinterest
Square
Wix.com

Can anyone recommend a good investment platform in Ireland with low fees. In the UK I used Hargreaves Lansdowne which charged a small set fee when you transacted, i.e. if you bought X shares it cost like 11e which went to Hargreaves. They also took a certain percentage of the profit for certain tracker funds. i.e. if you bought any of the Vanguard funds they'd take a percentage (which was in the fine print).

Does anyone have any advice on what the best platform is in Ireland?

bcklschaps · 09-10-2020 02:49PM

doctorg wrote: »

Anyone know when the purchased IAG rights issue become exercisable ? I thought the date was 7th but in Degiro they are still non-tradeable

Good article in today's Pheonix.

Basically, get out...while there is still a shirt on your back

Kilboor · 09-10-2020 02:53PM

Aideen1 wrote: »

My bets this year:

Hubspot
Fiverr
Pinterest
Square
Wix.com

Can anyone recommend a good investment platform in Ireland with low fees. In the UK I used Hargreaves Lansdowne which charged a small set fee when you transacted, i.e. if you bought X shares it cost like 11e which went to Hargreaves. They also took a certain percentage of the profit for certain tracker funds. i.e. if you bought any of the Vanguard funds they'd take a percentage (which was in the fine print).

Does anyone have any advice on what the best platform is in Ireland?

Degiro

MurDawg · 09-10-2020 02:57PM

Aideen1 wrote: »

My bets this year:

Hubspot
Fiverr
Pinterest
Square
Wix.com

Can anyone recommend a good investment platform in Ireland with low fees. In the UK I used Hargreaves Lansdowne which charged a small set fee when you transacted, i.e. if you bought X shares it cost like 11e which went to Hargreaves. They also took a certain percentage of the profit for certain tracker funds. i.e. if you bought any of the Vanguard funds they'd take a percentage (which was in the fine print).

Does anyone have any advice on what the best platform is in Ireland?

Someone uses the Motley Fool Stock Advisor

DutchYurt · 09-10-2020 03:05PM

Deleted User wrote: »

Big up to the person that passed on their friend (now also my friend ), who specialises in chip manufacturers, advice to look into United Microelectronics. Up approx 44%. Only sorry I didn't buy more.

I would also like to say thank you to that person! Got in at 3.6! should have bought more too!

cal naughton · 09-10-2020 04:01PM

Lex Luthor wrote: »

now is the time to be buying USD stocks if you can find a good one with the weak dollar

Any gains I've made in the last 2 months in EUR value are on paper not there as I have an ameritrade account and its in USD

But I see it as an opportunity to send EUR to the account now and if the dollar strenthens against the EUR it will swing back in my favour

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

This was the tip for UMC.

Up 44% myself so was worth it the dig out. Cheers lex

Heimdallr · 09-10-2020 04:04PM

really like the look of a small cap (<600m) bio company biocryst pharma (BCRX), currently under $4 and has many catalysts coming up such as PDUFA in December for berotralstat which treats hereditary angioedema. Should hear covid 19 phase 1 trial results for a drug called galidesivir, similar to remdesivir but less toxic and can be taken orally.

dartboardio · 09-10-2020 04:13PM

Endo International . Pharma Company recently announced its began shipping generic kuvan tablets, powder and oral solution, also at phase 3 of covid vaccine trials.

Has anyone bought these recently?

Was trading at 3.31 a week ago and now it's 4.96!

RIGOLO · 09-10-2020 04:20PM

Heimdallr wrote: »

really like the look of a small cap (<600m) bio company biocryst pharma (BCRX), currently under $4 and has many catalysts coming up such as PDUFA in December for berotralstat which treats hereditary angioedema. Should hear covid 19 phase 1 trial results for a drug called galidesivir, similar to remdesivir but less toxic and can be taken orally.

Already in my portfolio but my bep is higher than $4. It has a few interesting products in the pipeline alright.
All this Covid stuff is taking the gloss off the inroads many bio companies are making on other ailments. May have to wait a year or 2 for all the dust to settle and the likes of BCRX to get the attention they are due.

Scrunch · 09-10-2020 05:51PM

doctorg wrote: »

Anyone know when the purchased IAG rights issue become exercisable ? I thought the date was 7th but in Degiro they are still non-tradeable

Exercisable since yesterday (8th) for me on Degiro. Now just showing original + rights shares as one combined value. My 'Account statement' shows a sale of the non-tradable shares @ 0.92 and a purchase of the actual shares at the same price.

PHG · 09-10-2020 05:53PM

Currently Own:

Stock Strategy (UK Stocks)
Clipper Logistics
Spirent Communications
Keyword Studios
Plus 500

Watchlist
Volex Plc but it is on a Yellow card atm

Speculative Strategy
Long S&P
Long BoI
Long Bitcoin

Anyone else trade UK Shares? Not looking to compare strategies, just curious

My speculative strategy is with Degiro but the the stock strategy is all done via Spreadbetting.

dartboardio · 09-10-2020 06:09PM

dartboardio wrote: »

Endo International . Pharma Company recently announced its began shipping generic kuvan tablets, powder and oral solution, also at phase 3 of covid vaccine trials.

Has anyone bought these recently?

Was trading at 3.31 a week ago and now it's 4.96!

Jumped to 5.19 already after writing this...

RIGOLO · 09-10-2020 06:26PM

KODAK up 11%, NYCT up 15% today ..
where the Friday sell off, either Wall St is leading us all by the nose and going to pull the rug out, or else the bull is loose cos it thinks Covid is beat.

Shedite27 · 09-10-2020 06:38PM

Lemonade having a lovely week - up 30% since Monday.

Shedite27 · 09-10-2020 06:39PM

RIGOLO wrote: »

KODAK up 11%, NYCT up 15% today ..
where the Friday sell off, either Wall St is leading us all by the nose and going to pull the rug out, or else the bull is loose cos it thinks Covid is beat.

Yeah crazy weeks of stocks, my portfolio is up 8% in the week, 5% and 6% the past 2 weeks. This isn’t normal!

Joeyjoejoe43 · 09-10-2020 08:40PM

Aideen1 wrote: »

My bets this year:

Hubspot
Fiverr
Pinterest
Square
Wix.com

Can anyone recommend a good investment platform in Ireland with low fees. In the UK I used Hargreaves Lansdowne which charged a small set fee when you transacted, i.e. if you bought X shares it cost like 11e which went to Hargreaves. They also took a certain percentage of the profit for certain tracker funds. i.e. if you bought any of the Vanguard funds they'd take a percentage (which was in the fine print).

Does anyone have any advice on what the best platform is in Ireland?

Is that you Tom??

How are the rest of the folks at fool.com?

Hard to beat Degiro for me...

Share Picks 2020

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