nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Child Item

Share Picks 2020

beertons

Shoot.

Find more posts tagged with

Quick Links

Comments

Mickiemcfist

PHG wrote: »

See a lot of people averaging down here. I never do it so do not understand it.

Do people on here do it because of FOMO?
You bought originally for it to go up so why not set a SL, if its hit then bail and move onto next stock, does it not lead to an emotional attachment? You are increasing portfolio risk, profit returns and time decay to profit.
Why waste time waiting for a stock to make a profit if it keeps going down? So the opportunity cost here.
Surely there is a point where you exit at certain losses?
I hope everyone talking about BE are including transaction costs in and out.

It depends on your overall strategy. If you view a stock as worth 100 dollars today and nothing major happens and it falls to 90 tomorrow, it's "on sale". That would be a part of my strategy but I plan to buy and hold very long term so it's different depending on your outlook. I mightn't do it if I thought I might need to sell in under 5 years.

DutchYurt

Liamo_mu wrote: »

People buying Netflix today?

I'll never understand how Netflix is part of FAANG. Highly overvalued IMO

Liamo_mu

DutchYurt wrote: »

I'll never understand how Netflix is part of FAANG. Highly overvalued IMO

That may be so but it's dipped below 500 once again and see a stock that could be flipped in the next week or so for some profit

Timmaay

My general strategy now is only invest in companies that I believe in and am happy to hold onto longterm, and the only reason I'll sell is if they go parabolic and it makes good sense to sell and attempt to buy back in cheaper later. I'm far from perfect tho ha and have afew bag holders from earlier in the year still which I do need to cut my losses with lol.

cefh17

DutchYurt wrote: »

I'll never understand how Netflix is part of FAANG. Highly overvalued IMO

Because if you got rid of the 'N' it would be a bad word

[Deleted User]

cefh17 wrote: »

Because if you got rid of the 'N' it would be a bad word

GAAF isn't exactly encouraging either :pac:

Shedite27

PHG wrote: »

See a lot of people averaging down here. I never do it so do not understand it.

Do people on here do it because of FOMO?
You bought originally for it to go up so why not set a SL, if its hit then bail and move onto next stock, does it not lead to an emotional attachment? You are increasing portfolio risk, profit returns and time decay to profit.
Why waste time waiting for a stock to make a profit if it keeps going down? So the opportunity cost here.
Surely there is a point where you exit at certain losses?
I hope everyone talking about BE are including transaction costs in and out.

You only do it if you think the stock is going up in your timeframe. If you're convinced in a stock (like I am in Lemonade), then I bought into it first at $60, but then it went down to $45 so next month when I went to invest, I got in at a cheaper price. I have no thoughts currently that it's going to be below $60 for long, and now my BEP is $53.

If the price had still been $60 the second month would I have doubled my stake, unlikely, but seeing that it was "on sale" got me to purchase.

Shedite27

DutchYurt wrote: »

I'll never understand how Netflix is part of FAANG. Highly overvalued IMO

Also not sure why Microsoft is not included

p to the e

Shedite27 wrote: »

Also not sure why Microsoft is not included

I include it in my FAGMAN stocks

Cpfm

RIGOLO wrote: »

In no particular order heres what I think , open to correction on what I say ...

Ty for the reply Rigolo, am taking in the considerations you have made in your points. Am still a complete rookie in this game, so figuring out how to do the right research and diligence is a wip. Still trying to figure out if I'm looking for long term growth or trading wins, and tbh, I'm fascinated by the amount there is to learn and how it works.
Following this thread is great - plus I've managed to pick up a couple of wins on the tips - offsetting some of the poorer choices I've made... thanks to all who contribute on the thread..

Nemeses2050

Nemeses2050 wrote: »

I would say it's a buying opportunity if INTC drops

Folks just a note, if you intend to buy INTC don't jump in yet...reading into so called analysis notes...it seems there's a consensus they're lagging behind AMD and NVDA in AI and other things and they all expecting a bit more hair cut to the Share price...so maybe wait until next week to see where they're.

Pelezico

Would not touch Intel. They are a node behind development of chips....like being the Nokia of chip makers.

The end is nigh...hence the very low PE ratio.

Kickstart1.3

Pelezico wrote: »

Would not touch Intel. They are a node behind development of chips....like being the Nokia of chip makers.

The end is nigh...hence the very low PE ratio.

I bought Intel today.
I'm liking the hatred towards it

Nokia of chip makers - good one

bcklschaps

Took a little nibble of Intel too.... couldn't resist.

weemcd

I'm still tempted by Intel for a long hold but I don't think it's value at this time.

I'm still kicking myself for not getting AMD at ~40 a couple of months back.

Nemeses2050

Folks any views on Jfrog please?

Shedite27

We had this whole Intel debate exactly 3 months ago, July 23rd, when Intel annoucned the delay in producing modern chips and dropped 17% in a day from $60 to $50. The main argument people on here were using for buying was "Intel are a famous company, it just dropped 17%, it will go back up 17%". It hasn't, it's now at $48.

The new kid on the block that day in chips is Nvidia. On that same day that you could have got Intel for $50, Nvidia was $400, up 70% YTD at that point. Nvidia is $540 today.

So the "its cheap" arguent on Intel netted you -4% since July 23rd, the "it's too expensive" Nvidia is up 35% since then.

The same decision is in front of you today, with exactly the same companies. Intel looks cheap, Nvidia looks expensive. Don't make the same mistake again. One company is going nowhere, the other made big acquisitions recently to modernise.

Pelezico

Will Intel complete construction in Leixlip? I wonder.

littlevillage

Shedite27 wrote: »

We had this whole Intel debate exactly 3 months ago, July 23rd, when Intel annoucned the delay in producing modern chips and dropped 17% in a day from $60 to $50. The main argument people on here were using for buying was "Intel are a famous company, it just dropped 17%, it will go back up 17%". It hasn't, it's now at $48.

The new kid on the block that day in chips is Nvidia. On that same day that you could have got Intel for $50, Nvidia was $400, up 70% YTD at that point. Nvidia is $540 today.

So the "its cheap" arguent on Intel netted you -4% since July 23rd, the "it's too expensive" Nvidia is up 35% since then.

The same decision is in front of you today, with exactly the same companies. Intel looks cheap, Nvidia looks expensive. Don't make the same mistake again. One company is going nowhere, the other made big acquisitions recently to modernise.

Will be very interesting to see if that trend continues.....lets check back in another 3 months.

Intel seems to have at least bottomed out at $48. (for this week)

Kickstart1.3

littlevillage wrote: »

Will be very interesting to see if that trend continues.....lets check back in another 3 months.

Yep, see if I've made another Dud investment....

jams100

Pelezico wrote: »

Would not touch Intel. They are a node behind development of chips....like being the Nokia of chip makers.

The end is nigh...hence the very low PE ratio.

Yes Intel are going through a bad run but given their firepower and money they can and most likely will pump (more) money into R&D. There is no doubt that increased competition is going to hurt them but saying all that I think both amd and nvidia are either at fair value or overvalued.

The (safe) dividend with intel and share buyback when things turnaround means I'd prefer intel right now. Personnally i don't listen to what analysts say...id say half of them know as much as me (which is f**k all).

For all the negativity you hear about Intel they posted a 4.28 billion profit in the 3rd quarter during a pandemic. So yes, they've lost their way a bit but for me the risk, which I see as small, is worth the reward, which I also see as small. Its the dividend that swings it. You can't have all your money in risky stocks like zoom etc.
Anyway alot of people will fall into the groupthink bracket for me. Intel just isn't seen by people as a "sexy" stock unlike your tesla's etc.

I'm holding both intel and nvidia as I also see nvidia doing good things in the future especially in the gaming chips

Bob Harris

"AMD Stock May Lead Semiconductors Lower"

http://uk.investing.com/analysis/amd-stock-may-lead-semiconductors-lower-200448711

Another viewpoint on the semiconductors sector.

Kickstart1.3

One for the Intel hate club

https://www.pcgamer.com/chipmaking-process-node-naming-lmc-paper/

LawBoy2018

Hi guys, long time follower of this thread! Sorry to ask such a nube question, but what would you recommend to be the best trading platform? I was talking to my friend who works in Davys and he said that their trading accounts are quite good, but I'd love to hear your recommendations! Thank you very much, any advice is greatly appreciated.

robman60

LawBoy2018 wrote: »

Hi guys, long time follower of this thread! Sorry to ask such a nube question, but what would you recommend to be the best trading platform? I was talking to my friend who works in Davys and he said that their trading accounts are quite good, but I'd love to hear your recommendations! Thank you very much, any advice is greatly appreciated.

Davys is expensive, at least comparing to degiro and trading 212. I have both of them and have always preferred trading 212 as it's completely free (as long as you don't veer into leverage trading.

LawBoy2018

robman60 wrote: »

Davys is expensive, at least comparing to degiro and trading 212. I have both of them and have always preferred trading 212 as it's completely free (as long as you don't veer into leverage trading.

Thank you sir! Much appreciated.

Jim2007

robman60 wrote: »

I have both of them and have always preferred trading 212 as it's completely free (as long as you don't veer into leverage trading.

No brokerage service is completely free, you pay one way or another and if you don't know how you're paying for it, it might be worth finding out.

- It can be because you are taking on additional risk because of the account type
- It can be because the brokerage is receiving commission for transaction flow

and so on.

LawBoy2018

Jim2007 wrote: »

No brokerage service is completely free, you pay one way or another and if you don't know how you're paying for it, it might be worth finding out.

- It can be because you are taking on additional risk because of the account type
- It can be because the brokerage is receiving commission for transaction flow

and so on.

There seem to be a few too many bad reviews on https://ie.trustpilot.com/review/trading212.com?page=2&stars=1 for my liking!

What do you guys think? Have you experienced any similar issues? I would probably rather pay the fees with Davy if it meant that my investment was more secure.

Shedite27

I use Degiro and Interactive Brokers. Both have tiny transaction fees on US stocks. No issues with either. IB have more variety of shares but is more complex interface to get used to.

ganmo

LawBoy2018 wrote: »

There seem to be a few too many bad reviews on https://ie.trustpilot.com/review/trading212.com?page=2&stars=1 for my liking!

What do you guys think? Have you experienced any similar issues? I would probably rather pay the fees with Davy if it meant that my investment was more secure.

When I was looking at davy's fees I saw one line where it was 1.25% of your portfolio value annually.
Read the fee schedule very carefully