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Share Picks 2020

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RIGOLO

Treppen wrote: »

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

yeah I agree everyones throwing shapes , its as much PR as it is medicine .... theres lots of factors at play .. who can manufacture, store , transport, is it a new vaccine technology like mRNA or is it a legacy vaccine basis, the anti-vasers, countrys pushing their companys, the side effects minor,mild,severe, timeline late 2020 early 2021 , big pharma dollars etc etc .
my dogs still in the race .. for now.. and my bep is low ..time as always will tell

salamiii

hottipper wrote: »

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

the company lost money in last two quarters ind diluted it's shares by issuing 5.5 nillion new shares and they will issue more
don't buy

https://www.fool.com/investing/2020/10/06/why-ncino-stock-fell-14-in-september/

DutchYurt

DutchYurt wrote: »

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.

So Edesa is down 22% in two days on the back of good news. It beggers believe. I've stupidly attempted an average down, but I think this is going to keep dropping, just broke into the 5e territory. I'm out and will take the loss on the chin. Good luck to those staying in.

RIGOLO

salamiii wrote: »

the company lost money in last two quarters ind diluted it's shares by issuing 5.5 nillion new shares and they will issue more
don't buy

https://www.fool.com/investing/2020/10/06/why-ncino-stock-fell-14-in-september/

but but but .. its a cloud stock .. thats what they do ..;)

I had much the same post typed but never posted it, I didnt want to burst the bubble. Revenue is growing at the same rate their debt is growing althouhg I will say in their favour their float is lowish and they are in a good niche with 'cloud banking'
What do I know , I didnt catch the cloud bubble . Good luck to the OP.

RIGOLO

looks like the big sell off has begun ,pre-election

Rothmans

DutchYurt wrote: »

So Edesa is down 22% in two days on the back of good news. It beggers believe. I've stupidly attempted an average down, but I think this is going to keep dropping, just broke into the 5e territory. I'm out and will take the loss on the chin. Good luck to those staying in.

Now that you've bowed out, you do know what's going to happen next ?

DutchYurt

Rothmans wrote: »

Now that you've bowed out, you do know what's going to happen next ?

I know, If I bought a house tomorrow the day after the entire market would crash or world war 3 would kick off. If you did the opposite of my investments you'd be able to buy a house with the profits. I'm the gob****e that waits an hour for a bus then just as I light a cigarette it funnily shows up.

Story of my life.

weemcd

DutchYurt wrote: »

I know, If I bought a house tomorrow the day after the entire market would crash or world war 3 would kick off. If you did the opposite of my investments you'd be able to buy a house with the profits. I'm the gob****e that waits an hour for a bus then just as I light a cigarette it funnily shows up.

Story of my life.

If it makes you feel any better, I'm right there with ya.

RIGOLO

weemcd wrote: »

If it makes you feel any better, I'm right there with ya.

Been there done that , Ive made some crazy investments in my life that didnt work out. Back when the internet first started I fell badly for a scam that involved buying up all the business domain names.
It was very early days interwebby and for a short while people thought every internet company Motorola, AT&T etc would have its own suffix
so not like www.motorola.com .... but www.companyname.mot , or www.companyxyz.att ..
I probably still own a thousand of these addresses, who knows.

So hang in there . Whats not meant for you will pass you by.
All my most treasured possesions barely cost anything and I got them when I was stony broke and living in a house with no heating or running water. The gold plating etc came later and it just provides some vacous comforts entering into old age.

Sorolla

PHG wrote: »

Very broad and troll like statement there but I'll bite.

- What are you defining as quick gains, 1/2/20%?
- When do you say people should enter and exit?
- Why are they undervalued?

Hi - sorry for delay in replying

Here the reasoning :
Johnson + Johnson
**Safe as houses. Will be one of the first to have a vaccine. Have such a wide Paletots products and patents - JnJ is a money making machine

Novartis
** One of the few big Pharma that is not working on a Covid vaccine. It has an impressive pipeline.

Pfizer
** along with JnJ Pfizer will be one of the first with a vaccine (they might even be the very first). Pfizer is woefully undervalued

Siemens
** very well positioned for digitalization and renewable energy - this position should be in every portfolio

BASF

** totally undervalued

Apple
** needs no explanation

Sorolla

RIGOLO wrote: »

looks like the big sell off has begun ,pre-election

This is a clear buy signal.
The election will ultimately have no bearing on the markets.

My mantra is buy and hold.

Get yourself a widely diversified all world ETF - put in a lump sum and remember time in the market always beats timing the market*

Sorolla

DutchYurt wrote: »

I know, If I bought a house tomorrow the day after the entire market would crash or world war 3 would kick off. If you did the opposite of my investments you'd be able to buy a house with the profits. I'm the gob****e that waits an hour for a bus then just as I light a cigarette it funnily shows up.

Story of my life.

The longer you wait for the bus the higher the probability is that the bus will come.

Why don’t you smoke the cigarette the first 5 minutes of waiting?

If the bus appears after lighting up you’ll be a happy man

If the bus doesn’t show up for an hour you will still be a lucky man as you’ll have got your nicotine hit

Win win

This mindset could make you a fortune.

bfa1509

The companies manufacturing the placebos will win the vaccine race. Herd immunity is our only hope!

RIGOLO

RIGOLO wrote: »

...GEVO ...

Still its a low price , fairly low mcap for number of workers ( I know not scientific but I look at number of workers in most companies I invest in), with some cash on hand. I like to play multiple sectors and this one along with AMTX will do me for an ethanol green energy play . Lets call it my carbon guilt credit for investing in all that dirty oil for so long.

thanks to the poster who tipped GEVO yesterday, I looked at them and that led me to AMTX , so I picked up both .
GEVO down 2.6% but AMTX up 11%

alot of red on the board , but my BMM Black Money Matters , CARV and BYFC are well in the green limiting todays losses, we live to fight the suits another day.

For the market, who ever wins the senate is as important as whoever wins the Presidency. Without the senate a President will find it very hard to push economic agendas..
But if that dude with the smashing looking daughter wins and they also take the Senate expect the market to lift off

Selling out of Schwab SCHW, they did good for me , going into NYCT again in the AM ..testing testing testing is all I hear and the UK Commons will have some news on Care Home testing by eow. Will look to pop back to SCHW post election or early 2021 as they near closure to the AMTD acquisition.

bfa1509

RIGOLO wrote: »

But if that dude with the smashing looking daughter wins and they also take the Senate expect the market to lift off

This is why you always do your own research!

Timmaay

Got into NNDM today, its a very interesting sounding company which Cathy Woods had bought into with her Ark etfs, been a wild ride for it, pumped up to nearly $6 start of the week before crashing back to 3.30, I bought in at 3.80 today. Definitely a risk with that sort of price action but I'm comfortable with the gamble.

RedRochey

bfa1509 wrote: »

This is why you always do your own research!

That's like wanting to buy Zoom but getting ZOOM instead of ZM

PHG

Sorolla wrote: »

Hi - sorry for delay in replying

Here the reasoning :
Johnson + Johnson
**Safe as houses. Will be one of the first to have a vaccine. Have such a wide Paletots products and patents - JnJ is a money making machine

Novartis
** One of the few big Pharma that is not working on a Covid vaccine. It has an impressive pipeline.

Pfizer
** along with JnJ Pfizer will be one of the first with a vaccine (they might even be the very first). Pfizer is woefully undervalued

Siemens
** very well positioned for digitalization and renewable energy - this position should be in every portfolio

BASF

** totally undervalued

Apple
** needs no explanation

Thanks for reply

- JnJ have many other things than C-19 going on, but on that note what if their vaccine hurts someone or another companies does, they would fall due to correlation

- Novartis - Pipeline is not product. In the Sales industry alone if you hit 30% success it is considered good. You are only as good as your last failure

Regarding Safe as House, what about Lehmann back in 2008. Too Big to Fail then BOOM. Even internally BoI and AIB have not recovered.

The way you described the last 3 just seem like dividend plays. You are giving hypothetics and speculation.

You never gave a timeline or percentage gain either.

riddles

Sorolla wrote: »

This is a clear buy signal.
The election will ultimately have no bearing on the markets.

My mantra is buy and hold.

Get yourself a widely diversified all world ETF - put in a lump sum and remember time in the market always beats timing the market*

Can you recommend one “ Get yourself a widely diversified all world ETF”

One More Toy

riddles wrote: »

Can you recommend one “ Get yourself a widely diversified all world ETF”

IWDE

RIGOLO

bfa1509 wrote: »

This is why you always do your own research!

One thing I like about the markets is the brutal honesty with no room for sympathy or second place prizes.
Every other sphere of life has been corrupted diluted and whats up is now down.

But the market has retained its primal core, no sweet talk no comforting words nor comfort blankets, its the orderliness of profit or loss and second place is last place.
Theres only one dude in this race with a smashing daughter, plain janes need not apply lets leave this bastion of singular brutal truth alone and not start the 'there is a prize for everyone' syndrome.

now back to the simplicty of numbers and the purity of the RGB colour wheel..
NYCT 3% GReen on Euronext .. will make the coffee taste better .. and put a dent in yesterdays red sell off

hottipper

salamiii wrote: »

the company lost money in last two quarters ind diluted it's shares by issuing 5.5 nillion new shares and they will issue more
don't buy

https://www.fool.com/investing/2020/10/06/why-ncino-stock-fell-14-in-september/

RIGOLO wrote: »

but but but .. its a cloud stock .. thats what they do ..;)

I had much the same post typed but never posted it, I didnt want to burst the bubble. Revenue is growing at the same rate their debt is growing althouhg I will say in their favour their float is lowish and they are in a good niche with 'cloud banking'
What do I know , I didnt catch the cloud bubble . Good luck to the OP.

yeah it's got some debt they all do, seems like they have a great product though with very little competition.
https://ibb.co/smJ6jtW
Looking at the rule of 40 and net dollar retention rate (which i think most look at for these sass companies) it seems up there with the best of them.
It may drop down to the low 40$ as i said previously, perfectly fine with that i'm going to build a position over a year or so and see what it can do. I guess i could set an alert but rather have some skin in the game. Not overly concerned about that article most stocks pump just after ipo and dump.

retalivity

Notice that 4D was well under 90 yesterday, so bought a heap more.
Logged in this morning and saw the price....

[Deleted User]

Looks like the hastily brought out Vaccines aren't going to make much difference to the elderly or those with pre-existing conditions.

https://www.bmj.com/content/bmj/371/bmj.m4037.full.pdf

This would mean the vaccines have little to no effect as the young and the fit are most likely fine, and wont take a new/rushed vaccine.

[Deleted User]

A vaccine trial should monitor participants for up to 2 years to determine effectiveness. The current trials are proposing emergency approval based on safety data ............ free kick from 40 yards out type chance of going in IMO.

[Deleted User]

retalivity wrote: »

Notice that 4D was well under 90 yesterday, so bought a heap more.
Logged in this morning and saw the price............

Should keep shorters away for a while anyway, recent price drop was loony.

Bob Harris

Augeo wrote: »

Should keep shorters away for a while anyway, recent price drop was loony.

Drops down to under 90p the week preceding an announcement for a deal valued at 110.....I'm no conspiracy theorist but......

[Deleted User]

Augeo wrote: »

A vaccine trial should monitor participants for up to 2 years to determine effectiveness. The current trials are proposing emergency approval based on safety data ............ free kick from 40 yards out type chance of going in IMO.

Approval likely. Efficacy less likely.

[Deleted User]

Deleted User wrote: »

Approval likely. Efficacy less likely.

Approval certainly IMO .............. but it's a joke.

DutchYurt

Sorolla wrote: »

The longer you wait for the bus the higher the probability is that the bus will come.

Why don’t you smoke the cigarette the first 5 minutes of waiting?

If the bus appears after lighting up you’ll be a happy man

If the bus doesn’t show up for an hour you will still be a lucky man as you’ll have got your nicotine hit

Win win

This mindset could make you a fortune.

You've obviously never gotten a bus in west kerry, some times they don't show up at all!