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Share Picks 2020

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AmberGold

RIGOLO wrote: »

your preaching to the converted. Ive some DEC21 LOGI Calls up 370%:D

Could be some gains to be had @ PLT who haven't had as much of a run.

RIGOLO

DutchYurt wrote: »

I don't know, does intel selling a piece of their company not indicate that they can't keep up with AMD NVDIA - I think there might be a reduction with earnings..

You might be right.. Ive no inside track .
I see it as Intel selling off a memory/storage division in an are thats become comodisised, with alot of vendors . The buyer get to consolidate on their area of market.
Holding onto Optane which is next gen nand afaik and more chance to be part of 5G IOT , and getting back to their chips basics .
Either way they needed to shake things up to get Wall Sts attention.
On a like for like balance sheet basis INTC should be trading at $400 if it caught the same breaks as AMD and NVDA
Wall St are pricing the other two on some yellow brick road in the future land of Oz estimate. Good news for their investors , and hats off to them for their gains.

lovely action on NCYT this morning, Paris opens at 10.10 , drops it to 9.56 and recovers to 10.68 .. their are shaking the tree to accumulate ... but Covid and testing are on the up, everywhere you look lockdowns

RIGOLO

AmberGold wrote: »

Could be some gains to be had @ PLT who haven't had as much of a run.

PLT is what drove me to LOGI. I wanted to play a peripherals company with the lockdown demand for accessories.
I picked PLT and accumulated a nice stake into the run up to their Q2 earnings, and even though those were positive the stock was worked down so I bailed.
fek this for a game of soldiers and went looking into others and noticed LOGI 100 DEC 21 Calls were cheap at 1.45 and worth a shot, sitting over 6 now.

So yes PLT deserves some love, but check out the ytd chart its been up and down, maybe its on a rise now before earnings. Ive seen worse picks. good luck

DutchYurt

Deleted User wrote: »

Practically the same... So, I'm bag holding, but my BEP is about €6.40 so not so bad.

It was the epitome of Buy the Rumour, Sell the News. It only got to a level similar to when it was first expected the news would come out (but the company fluffed the original FDA application and had to go another 30 days).

There are lots of catalysts so not selling just yet. Canadian funding will spike it, company bought out will seriously spike it. Announcement of trial starts will give it a lift. Results of stage 2 trial will hopefully be another plus.

BTW, I think this stock has serious potential, considering the insider stock holding level, the management buying stocks at market value only a few days ago, plus the actual products are good (not just the Covid therapy). So, while holding long is a pain, it could be worse.

My BEP is 8.6 :eek: you're a while away from me!

Mickiemcfist

RIGOLO wrote: »

PLT is what drove me to LOGI. I wanted to play a peripherals company with the lockdown demand for accessories.
I picked PLT and accumulated a nice stake into the run up to their Q2 earnings, and even though those were positive the stock was worked down so I bailed.
fek this for a game of soldiers and went looking into others and noticed LOGI 100 DEC 21 Calls were cheap at 1.45 and worth a shot, sitting over 6 now.

So yes PLT deserves some love, but check out the ytd chart its been up and down, maybe its on a rise now before earnings. Ive seen worse picks. good luck

Where do you buy your options? Degiro seems to have a very limited amount.

littlevillage

RIGOLO wrote: »

INTEL selling its nand memory buisness for 8Billion . It will retain the Optane division. Good piece of business IMO.
Now all we need is the intel dual gpu XE chips to hit the market and the stock price valuations with AMD and NVDIA may rebalance a bit in favour of INTC.
INTC earnings this week. IVe traded both AMD and NVDA but placed a bet a few weeks back that INTC has some unrealised gains not factored in.

Soo, how do we feel about Intel at the moment. SP opened 1% down on the Nand news.

Is it better to wait for results or take a punt now...?

RIGOLO

littlevillage wrote: »

Soo, how do we feel about Intel at the moment. SP opened 1% down on the Nand news.

Is it better to wait for results or take a punt now...?

My view is clouded I bought in under 50. INTC could come out and say their earnings are up %20 and still tank.
If you plan to hold for12 months then pick some up pre earnings.

What can I say Wall St hates companies that make 40B in gross profit over 12 months. They much prefer companies that only make $4B like TSLA
It pays a 2.4% dividend , dont ever ignore that . Im playing it as a place to park some money with low risk, that trades in a narrow band, potential for upside but a stable secure well established company.

good luck

Shedite27

Bought Invitae (NVTA) today. They make an affordable DNA test to diagnose genetic diseases. The cheaper test allows diseases to be diagnosed earlier, thus making the health response to be preventative rather than reactionary giving a much better success rate.

Sold my Tattoo Chef to fund it (TTCF/FMCI). It was a SPAC that merged last week, netting myself a 75% profit. I wasn't planning on holding long past merger.

DutchYurt

Lads Edesa Biotech is having a nightmare 9% down..

bcklschaps

DutchYurt wrote: »

Lads Edesa Biotech is having a nightmare 9% down..

Yeah,I have my finger on the trigger right now

DutchYurt

bcklschaps wrote: »

Yeah,I have my finger on the trigger right now

I checked their twitter feed/online and can't find any reason for it to be still ****ting the bed

Nemeses2050

Shedite27 wrote: »

Bought Invitae (NVTA) today. They make an affordable DNA test to diagnose genetic diseases. The cheaper test allows diseases to be diagnosed earlier, thus making the health response to be preventative rather than reactionary giving a much better success rate.

Sold my Tattoo Chef to fund it (TTCF/FMCI). It was a SPAC that merged last week, netting myself a 75% profit. I wasn't planning on holding long past merger.

Sold my FMCI a day before merger...and noticed it's down nearly 20% since merger...was thinking in the long run it would do a BYND.?I guess you're not interested in it long term

Noticed some SPAC's not doing great after the merger, I guess it's a good idea to take your profit and put it somewhere.

One More Toy

Shedite27 wrote: »

Bought Invitae (NVTA) today. They make an affordable DNA test to diagnose genetic diseases. The cheaper test allows diseases to be diagnosed earlier, thus making the health response to be preventative rather than reactionary giving a much better success rate.

Sold my Tattoo Chef to fund it (TTCF/FMCI). It was a SPAC that merged last week, netting myself a 75% profit. I wasn't planning on holding long past merger.

I've been in NVTA for god knows how long, performing well

Edit: checked my spreadsheet - August 2019

RIGOLO

Talk of stimulus getting approved. A rising tide lifts all boats.
Expecting one more pump before a pre-election selloff .

One More Toy

RIGOLO wrote: »

Talk of stimulus getting approved. A rising tide lifts all boats.
Expecting one more pump before a pre-election selloff .

Gold as a hedge maybe? I'd be interested in your thoughts

RIGOLO

One More Toy wrote: »

Gold as a hedge maybe? I'd be interested in your thoughts

You dont say as a hedge against what, whihc is important.. so short question is going to get a long answer.

TBH my 2 cents on picking any hedging play. Its like being at one of those carnival fun fairs and your trying to pick up the ducks marked with a prize underneath with the fishing pole.
From experience of watching the markets, back in the day, like way back in the day there was always a % of the market that was not logical, but the majority was (albeit rigged and even more corrupt, but at least logical) . That changed over the years , no need to get into the weeds, but the way I see it now the illogical part is in the majority.

So now its all a game. And once you accept the market can behave illogically , then you dont give a sht about what makes sense your just out to make some coin. No shame in that. A generalisation for the sake of discussion,

Gold plenty threads on that . FWIW I played BARRICK GOLD for a short period this year, done alot of research, bought low rode it up into its last earnings, felt it was still undervalued but I took my profit and exited. At the time it was not a rational decision, but in an irrational market it sometimes pays to make irrational decisions. Sometimes if a company is not getting the valuation you think it deserves then you cut loose, but theres a danger there that you cut loose too soon. Anyways 2 weeks after I left Buffett bought a major GOLD stake, and I said maybe I made a mistake, but look a month later and GOLD is down since his buy in. Again irrationality at work.

But I like to play sectors , I like to look at the news or documentarys and think ohh yeah Im invested in that sector, so Im back into gold mining with NAK super high risk , a total punt I will hold till doomsday or they get approval to kill the wild salmon and mine for gold. My investments are based on my areas of interests, the world has so much to offer.

So back to your question , Buffett trimmed his bank holdings at the same time as buying into gold and copper, investing about 500million. So does his position and reasoning apply to you , do you have 500million or the equivalent you need to park up, and are you investing for generations for shareholders grandchildren. I think not. His play is the ultimate hedge, its a 50 year play, in a time of negative interest rates he wants to protect whats under his bed.

But we have to live in the here and now, Covid is rocking the boat, it looks like it will be endemic, global economys are about to go into a second lockdown , in winter, no doubt many cracks will turn to total breaks. What will the world look like when we emerge in March or April. Gold looks to be in a dip at the moment. I think it will trade in a narrow band , with small upside but I dont see it spiking and if thats what your after so I would say gold is not the worst hedge out there against another major crash and a long tail economic recovery if thats what your talking about. Plenty ways to play gold. Jaysus that reminds me Ive a bunch of gold coins in the attic, buried under transformers and barbie dolls must dig em out.

But remember the carnival owner is the one who put the hooks on the ducks in the pool and he knows what prizes are on offer.

FWIW no ones forced to read my ramblings, these long threads are as much for my own 'compus mentis', call it wfh Covid lockdown syndromw, I find it good to air my internal investing dialogue, Id recommend it to everyone. Nothing like seeing what your thinking in print to know if its sound investment.

Have a great trading day people. These lockdowns are the great equalizer, having loads of dosh is useless if society is cracking at the seams. Its not about who dies with the biggest stash, its about who had the most fun and did the most good IMO.

Shedite27

SNAP up 25% after results. Bodes well for Pinterest when they report.

hottipper

I found a new cloud stock for ye all but this one hasn't run 300% yet :pac:

The company is ncino $ncno.
They a cloud bank developing banking software built on top of salesforce. From their last earnings revenue up 52% (subscription revenue was up 70%). They have key partnerships with Accenture, Salesforce, JD Power, FICO, Experian, DocuSign, Equifax, and Infosys. They have TDBank, SunTrust, KeyBank, Santander, Bank of the West, and 13 other banks with over $10 billion + 36 banks with $10 billion. They also list AIB as a customer if it helps and just a few days ago they signed up barclays (from looking at there twitter account). Current price is about $80 so its kinda pricy as it was supposed to ipo at 31$ (initial valuation)- ipo'd at $77 instead with all the hype around this sector.
Ive bought in already but prepared to buy more if it does dip down into the 40's range. Any thoughts? lots of banks stuck with old software systems that need an upgrade and its hard for them to move off these platforms once they in. Could be a good long term trade. lets see

https://www.ncino.com/
https://www.ncino.com/success/financial-institutions

AmberGold

Market rumor PSTH taking stake in Bloomberg to IPO, my largest holding....

Nemeses2050

AmberGold wrote: »

Market rumor PSTH taking stake in Bloomberg to IPO, my largest holding....

I picked some last week at 22.50

Covid-19 play - folks it seems, most of the Pharma giants like Pfizer, Astra, J&J et al are all in the later stages of vaccine development and have agreed deals with majority of countries...I guess it's time to sell your small cap covid play names who are still in 1st and 2nd phases...I have VXRT and INO (both in red actually) will get rid of them as soon as any positive increase.

Shedite27

Nemeses2050 wrote: »

I picked some last week at 22.50

Nice, have a lot of Warrants in this

RedRochey

"Playing catch up in the business merchant sector, JPMorgan (NYSE:JPM) is rolling out a checking account paired with QuickAccept, pushing into an area pioneered by Square (NYSE:SQ) and PayPal (NASDAQ:PYPL). The service lets businesses take card payments through a mobile app or contactless card reader, while users will see sales hit their Chase accounts on the same day. The company will soon migrate "a large portion" of its more than 3M small business customers to the new service, according to Jen Roberts, CEO of the Chase business banking unit."

What are people's thoughts of this? Could be the start of something bigger whereby all the banks introduce something similar? Or are Square and PayPal too big already?

RIGOLO

popping champagne. another 5%
we broke £10 sterling mark for NCYT .. 11.06 euro, told you those sneaky mm's were shaking the tree last week with their under 9 drop. I hope no one let go .
Talk the French health authority is looking for a dual test, Covid and Influenza.. whihc is right up our street with the NYCT Winterplex.
late for my afternoon cycle but it was worth this wait.

DutchYurt

I'm very much starting to sweat on Edesa, down 2.70% premarket already, I'm attempting to average down but it's already done some serious damage. Making a play with Pinterest/Activision as a medium hold to try and stay afloat.

Bob Harris

DutchYurt wrote: »

I'm very much starting to sweat on Edesa, down 2.70% premarket already, I'm attempting to average down but it's already done some serious damage. Making a play with Pinterest/Activision as a medium hold to try and stay afloat.

Know nothing about Edesa but the chart is spike/gap down over the last 4 months with a general upward trend- it's due a spike - question is do you think it'll happen, any catalysts on the way?
If you sell for a loss it's lost forever.

AmberGold

DutchYurt wrote: »

I'm very much starting to sweat on Edesa, down 2.70% premarket already, I'm attempting to average down but it's already done some serious damage. Making a play with Pinterest/Activision as a medium hold to try and stay afloat.

Yep, struggling to keep this in the portfolio..

DutchYurt

Bob Harris wrote: »

Know nothing about Edesa but the chart is spike/gap down over the last 4 months with a general upward trend- it's due a spike - question is do you think it'll happen, any catalysts on the way?
If you sell for a loss it's lost forever.

I mean they had a brief 30 minute spike of 30% this week and now it's tumbled over 20% from where it spiked from on the back of good news. Everything I can see from the company is good news, I can see the CEO/CFO bought alot more shares on Oct 13

I'm just sitting hear picking my nose trying to figure out what to do, between this and fastly still dripping down I picked a bad week to pony back into things.

Nemeses2050

Nemeses2050 wrote: »

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.

CRSR picking up nicely, probably should have got more

Fastly in the buy range now.

Picked some fastly @78.8...hope the support will hold...fingers crossed

RIGOLO

That was an expensive spin on the bike, my covid vaccine plays are getting spat out the back of the echelon, NVAX and INO .
Still race isnt finished yet, last time I checked no one has a vaccine on the market.

Treppen

RIGOLO wrote: »

That was an expensive spin on the bike, my covid vaccine plays are getting spat out the back of the echelon, NVAX and INO .
Still race isnt finished yet, last time I checked no one has a vaccine on the market.

Pfizer are throwing shapes in that regard, just looking at news reports in the last few days.
Maybe?