Share Picks 2020

DutchYurt · 16-10-2020 03:15PM

sirboby wrote: »

Oof, what did you buy at?

91.10 and its just dripped down since, should have waited for it to settle a bit, going to try some averaging down if I can

RIGOLO · 16-10-2020 05:37PM

Looks like HTZ are back in business.
I had written off that investment I made in them a few months ago and put it down to a learning lesson.
They have jumped 100% 2.08 today , back in green for me.. looks like its a different lesson to be learnt.
HTZ too big to fail, too much losses for the big boys tied up in it,

They have accepted an offer for a 1.5 billion loan. The loan is waiting court approval . When it does I expect this will jump again , considering taking another dip. This is a HIGH RISK stock, tied up in bankruptcy court , loans , bailouts you name it .. throw your dice and roll a 7.

EDIT : 2.58 now , 150% .. that was a quick buck on a dip

DutchYurt · 16-10-2020 07:12PM

RIGOLO wrote: »

Looks like HTZ are back in business.
I had written off that investment I made in them a few months ago and put it down to a learning lesson.
They have jumped 100% 2.08 today , back in green for me.. looks like its a different lesson to be learnt.
HTZ too big to fail, too much losses for the big boys tied up in it,

They have accepted an offer for a 1.5 billion loan. The loan is waiting court approval . When it does I expect this will jump again , considering taking another dip. This is a HIGH RISK stock, tied up in bankruptcy court , loans , bailouts you name it .. throw your dice and roll a 7.

EDIT : 2.58 now , 150% .. that was a quick buck on a dip

WOW nice jump, will wait for the next dip to jump in, recover some fastly losses

Nemeses2050 · 16-10-2020 07:56PM

Fastly close to the buy range now....anyone interested in commodities should look at Schlumberger.

jams100 · 16-10-2020 09:46PM

Was watching amazons stock price during the last few minutes of trading.
In about the last 30 seconds their share price dropped an extra 2%.
Step back for a second. That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly. (I'm just presuming that it was a large holder and not lots of smaller holds considering the very, very short time it took for the stock to drop 2%).

I know it has risen again a tiny bit in after hours.
Edit (Deleted previous post after posting wrong image

).

manonboard · 17-10-2020 08:06AM

jams100 wrote: »

Was watching amazons stock price during the last few minutes of trading.
In about the last 30 seconds their share price dropped an extra 2%.
Step back for a second. That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly. (I'm just presuming that it was a large holder and not lots of smaller holds considering the very, very short time it took for the stock to drop 2%).

I know it has risen again a tiny bit in after hours.
Edit (Deleted previous post after posting wrong image ).

Yeah was very surprised by that sudden drop. With earnings coming up I believe they are in for a very nice record.
Can't imagine a better time for online retail and more importantly cloud tech. I domt remember the last time saw medium or bigger company not moving into thier cloud. Still years ahead of others imo.

Jim2007 · 17-10-2020 10:17AM

jams100 wrote: »

That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly.

Unless you have access to the order book and watch it regularly it is difficult to draw and strong conclusions, but even a large cap very rarely makes up even 1% of a portfolio, so there are maybe a handful of institutions that can have that kind of impact. It is why we advise individual investors to stick to main stream stocks - they are difficult to manipulate.

If you have access to the order book and depending on the stock, you will notice the price adjustments often happen at certain times of the day. This is when the funds providers execute the orders that Joe and Mary investor made. For instance a certain European bank does Europe morning at 12:17, usually about 7 billion, European afternoon at 16:56, around 3 billion and US all day at 19:13 around 11 billion. And so on.

manonboard wrote: »

Yeah was very surprised by that sudden drop. With earnings coming up I believe they are in for a very nice record.

Watch the order books, this is typically practice. Remember fund managers are not there to make you a profit, they are there to make their employer a profit and the best way to do that is retain the client. So you sell of before the release and buy back after it. That way you can assure the client his fund does not hold any of the stock on bad news and vice versa. Of course if it is really good news the fund will suffer on the buy back.... That is is why we advise people to examine the stock churn on a fund before investing.

RIGOLO · 17-10-2020 10:31AM

DutchYurt wrote: »

WOW nice jump, will wait for the next dip to jump in, recover some fastly losses

MArkets closed so Saturday is time to read the FT weekend section and pontificate or spout bs over coffee.
Class is in session , quite at the back . Been some people on here looking for advice, arent we all. fwiw HTZ are going to give a newbie who chooses to trade them more education in the next few weeks than any book , link or other resource. Those all have their place, but theres nothing like jumping on a roller coaster like HTZ to learn the ropes.

Newbies buy some HTZ and you will learn alot with little risk of major loss (dont bet the farm on it). The lessons you learn will stand to you on some bigger trades. This company is going thru so much litigation, speculation, shorting, manipulation that it will be a case study in years to come when lectures are back in our failing educational institutions.

1 BILLION shares traded in HTZ yesterday , (that answers our recent debate if Robinhooders were numerous enough to swing a market) . But this isnt all small investors, the instituions are playing this stock, heck we landed right on the 2.50 mark putting all those calls otm.
1 billion shares traded that was so cool to watch the number rise , effectively every share was traded 7 times in the day and 300 million shorted.
Talk of a loan. Court appeals pending , 100% + swings. A long term investor patience may pay off but its also a day traders delight. Creditors exposed. Lots of physical assets... the list goes on and on , HTZ is capitalism condensed everyone can learn from this , do some research follow the behind the scense events and grab a jumbo seat and popcorn.
Its only 2.50 , the cheapest roller coaster ride in lockdown.

EDIT : Rumour is OCT 29th is the Court date to rule if HTZ can take up the 1.5Billion loan, which is only 12 sleeps ...

Happy to have parked some cash (relative risk free but no major jump expected) in some companies that trade in a narrow band and are relatively immune to covid. flour, soup and high quality glass... GIA, CPB (edit B.. not E ) , GLW

bfa1509 · 17-10-2020 09:54PM

jams100 wrote: »

Was watching amazons stock price during the last few minutes of trading.
In about the last 30 seconds their share price dropped an extra 2%.
Step back for a second. That equates to about 30 billion, to Rigolos point a day or two ago, these institutions have such a weight they can move a stock very quickly. (I'm just presuming that it was a large holder and not lots of smaller holds considering the very, very short time it took for the stock to drop 2%).

I know it has risen again a tiny bit in after hours.
Edit (Deleted previous post after posting wrong image ).

That was a glitch-out by Degiro. I nearly had heart attack when I saw it down 3.98% at close. I new there was something wrong when I saw the bid price about $200 higher than the ask price.

I'm sure it will correct itself on Monday.

Edit: Ok on further inspection it wasn't a glitch by degiro:

So the heart attack was justified :O

manonboard · 17-10-2020 11:23PM

bfa1509 wrote: »

That was a glitch-out by Degiro. I nearly had heart attack when I saw it down 3.98% at close. I new there was something wrong when I saw the bid price about $200 higher than the ask price.

I'm sure it will correct itself on Monday.

Edit: Ok on further inspection it wasn't a glitch by degiro:

So the heart attack was justified :O

I was surprised by that dip given its coming up to earnings.. but perhaps some just profit taking.

Im super bullish amazon.
We have 3 companies that every mid n large size company is going to move thier IT infrastructure into. They ain't pulling back out after converting to cloud and its inevitable it gets more expensive n more load once in. Of these three..amazon has a massive head start.
Imagine the profit from being the host of every major companies IT over the next few years n decade. A dream for amazon which I think will come true. It will seem so obvious in hindsight.

Im 25pc invested in them fyi. Will hold for a decade or two unless a fantastic surge happens too quickly. A stock split will happen soon enough too I think. Another bump in price (for silly reasons)

PHG · 18-10-2020 10:32PM

manonboard wrote: »

I was surprised by that dip given its coming up to earnings.. but perhaps some just profit taking.

A drop on any share price just before and/or on earnings is common due to profit taking.

For smaller shares also common due to MM's trying to pick up shares before result releases.

The above is just a general point, I do not hold or have much interest in US stocks.

Nemeses2050 · 19-10-2020 10:20AM

RIGOLO wrote: »

MArkets closed so Saturday is time to read the FT weekend section and pontificate or spout bs over coffee.
Class is in session , quite at the back . Been some people on here looking for advice, arent we all. fwiw HTZ are going to give a newbie who chooses to trade them more education in the next few weeks than any book , link or other resource. Those all have their place, but theres nothing like jumping on a roller coaster like HTZ to learn the ropes.

Newbies buy some HTZ and you will learn alot with little risk of major loss (dont bet the farm on it). The lessons you learn will stand to you on some bigger trades. This company is going thru so much litigation, speculation, shorting, manipulation that it will be a case study in years to come when lectures are back in our failing educational institutions.

1 BILLION shares traded in HTZ yesterday , (that answers our recent debate if Robinhooders were numerous enough to swing a market) . But this isnt all small investors, the instituions are playing this stock, heck we landed right on the 2.50 mark putting all those calls otm.
1 billion shares traded that was so cool to watch the number rise , effectively every share was traded 7 times in the day and 300 million shorted.
Talk of a loan. Court appeals pending , 100% + swings. A long term investor patience may pay off but its also a day traders delight. Creditors exposed. Lots of physical assets... the list goes on and on , HTZ is capitalism condensed everyone can learn from this , do some research follow the behind the scense events and grab a jumbo seat and popcorn.
Its only 2.50 , the cheapest roller coaster ride in lockdown.

EDIT : Rumour is OCT 29th is the Court date to rule if HTZ can take up the 1.5Billion loan, which is only 12 sleeps ...

Happy to have parked some cash (relative risk free but no major jump expected) in some companies that trade in a narrow band and are relatively immune to covid. flour, soup and high quality glass... GIA, CPB (edit B.. not E ) , GLW

Rigolo - I wouldn't recommend HTZ to anyone let alone newbies even if it's small amount and TBH don't think they'll pick-up much either as you know HTZ equity is doomed to be wipedout...

Jim2007 · 19-10-2020 10:55AM

Nemeses2050 wrote: »

Rigolo - I wouldn't recommend HTZ to anyone let alone newbies even if it's small amount and TBH don't think they'll pick-up much either as you know HTZ equity is doomed to be wipedout...

Agreed, in newbies would be well advised to ignore most of what is said here they have the skill to filter out the BS.

@Rigolo

But this isnt all small investors, the instituions are playing this stock, heck we landed right on the 2.50 mark putting all those calls otm.

Do you have access to the order books, in sufficient detail to back up this statement with actual facts, or are you just repeating what the talking heads are saying?

Kilboor · 19-10-2020 11:12AM

Not sure if I've mentioned it before but Store Capital $STOR is a company I've been looking at the last month or so. It's difficult to put a value on it currently with it being a real estate company but they are well managed, pay a nice dividend yield of approx 5.5%, have nice growth potential depending on how long Covid will be around for, have the backing of Warren Buffett who owns 10% of the outstanding shares, and a somewhat different letting strategy focusing on companies whose sales won't be as impacted by future ecommerce growth.

It's a risky long play but might be worth a punt.

Joseph Carlson has an excellent Youtube channel for investing in general but here's his video on Store Capital

https://youtu.be/h8lTZgAKsJU

Wombatman · 19-10-2020 11:43AM

I wonder what the premium coffee drinking Robinhood millennials are up to this morning after the block parties they had at the weekend?

Mickiemcfist · 19-10-2020 11:55AM

Kilboor wrote: »

Not sure if I've mentioned it before but Store Capital $STOR is a company I've been looking at the last month or so. It's difficult to put a value on it currently with it being a real estate company but they are well managed, pay a nice dividend yield of approx 5.5%, have nice growth potential depending on how long Covid will be around for, have the backing of Warren Buffett who owns 10% of the outstanding shares, and a somewhat different letting strategy focusing on companies whose sales won't be as impacted by future ecommerce growth.

It's a risky long play but might be worth a punt.

Joseph Carlson has an excellent Youtube channel for investing in general but here's his video on Store Capital

https://youtu.be/h8lTZgAKsJU

It's probably a good option to go long on while shorting other REITs, but I wouldn't be brave enough to be exposed to what may be a wholesale closure of shops over the next few years. If it was cheaper I'd be tempted but it's the same price it was two years ago but is inherently more risky than it was 2 years ago. (IMO)

RIGOLO · 19-10-2020 01:04PM

Jim2007 wrote: »

Agreed, in newbies would be well advised to ignore most of what is said here they have the skill to filter out the BS.
@Rigolo
Do you have access to the order books, in sufficient detail to back up this statement with actual facts, or are you just repeating what the talking heads are saying?

Like I said HTZ is an oppurtunity for a newbie at low risk with a low stake to experience many vagaries of market action in a short space of time. It will be very volatile for the next month and give both an education and a roller coaster ride.

Its a free world people can take it or leave it, I took my own advice , nice 142% gain on Friday , bought a dip and picked up another 25% and looking green this morning too as shorts get a squeeze. Its called Chapter 11 Bankruptcy protection..'protection' being the key word, the story hasnt ended yet, and where theres lawyers theres hope...

asking about an order book and if institutions are buying in after 1 billion shares have traded in as single day in a single stock, is like asking someone how do they know it rained alot if they didnt read a weather forecast, as they stand in 5 feet of water in their flooded living room...

19-10-2020 02:18PM

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

RedRochey · 19-10-2020 02:24PM

What are people's opinion on a logistics/warehouse REIT? No doubt there will be higher demand for warehouses in the future

littlevillage · 19-10-2020 02:41PM

Deleted User wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

Previous spikes have been followed by big falls. Looking that way again??

DutchYurt · 19-10-2020 02:58PM

Deleted User wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

I'm also in, unfortunately fastly is just taking any gains I have at the moment

Nemeses2050 · 19-10-2020 03:00PM

One to watch Corsair gaming, it listed few weeks ago and with holiday season it looks ripe for decent growth...GS have price target of 32...I picked some last week in low 18's.

Fastly coming under pressure again, reckon it test the support around 78-79 levels.

RIGOLO · 19-10-2020 03:15PM

Jim2007 wrote: »

Agreed, in newbies would be well advised to ignore most of what is said here they have the skill to filter out the BS.

@Rigolo

Do you have access to the order books, in sufficient detail to back up this statement with actual facts, or are you just repeating what the talking heads are saying?

hit an 18% gain this morning, 200% since Friday took my top slice .. its a free ride from here on it..
.. the wifes in the shopping centre with the kids, I told her get them all new clobber , HERTZ are paying .. happy wife happy life
hows that for filtering bs .

Bob Harris · 19-10-2020 03:18PM

^^^^^^^^^^

DutchYurt · 19-10-2020 03:21PM

Can I get peoples thoughts on Fastly or is anyone else in?

I thought it would have started to correct today but it still seems to be dripping down. Lots of sell volumes coming in but can also see ARK adding. I'm truly stumped. I have a feeling it might go mid 70s

RIGOLO · 19-10-2020 03:26PM

DutchYurt wrote: »

Can I get peoples throughts on Fastly, I thought it would have corrected today but the sell volumes keep coming however I can see ARK are adding but I'm now stumped on what to do.. I think there might be more pain to mid 70s before a bounce

Honestly I think cloud is done, regarding stocks price and company valuations, sure it will intrude more into our lives, but the gains have been made , and the over valuations are catching up.
FSLY is just the first to fall, but others will follow soon.
Profit margins are shrinking, everyones in on the game, businesses are complaining about cloud complexity , Amazon moving their Outposts on premises, cheaper hw all round.

I could be wrong, I only caught a small bit of the cloud rise , so what do I know. Good luck..

Rothmans · 19-10-2020 03:30PM

[Deleted User] wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

Jaysis. That didn't last long anyway!

One More Toy · 19-10-2020 03:42PM

RedRochey wrote: »

What are people's opinion on a logistics/warehouse REIT? No doubt there will be higher demand for warehouses in the future

Which ones are you looking at out of curiosity?

DutchYurt · 19-10-2020 03:46PM

Rothmans wrote: »

Jaysis. That didn't last long anyway!

ooofh.. I gotta start profit taking with these spikes.

littlevillage · 19-10-2020 04:04PM

Deleted User wrote: »

Edesa, my main play up 24% before the bell. FDA approval for stage 2 Trials for Covid Therapy. Already had been approved in Canada. Waiting on government funding now. Had hoped for a bigger move, but hopefully no spike with more steady climb.

Soo, now that's its back to where it finished the day Friday..... what do you see over the next few days?

Share Picks 2020

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