Share Picks 2020

roosterman71 · 23-10-2020 2:36pm

RIGOLO wrote: »

NYCT have best in class PCR testing, top quality product.

On that PCR part. All well and good having the best, but the PCR tests are coming under serious pressure for COVID. There's a multitude of faster tests on the horizon (Antigen tests being one I heard about) which are 3 to 4 times cheaper than PCR testing. Can be rolled out for home use without hoards of people administering tests and then labs for the test runs.

Add to this that as vaccines become available, the rollout to everyone will take years. In the interim, these quick tests will drive the pandemic management until such time everyone gets the vaccine (assuming the vaccines are the solution to this virus)

Liamo_mu · 23-10-2020 3:06pm

People buying Netflix today?

Mickiemcfist · 23-10-2020 3:06pm

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 · 23-10-2020 3:11pm

Liamo_mu wrote: »

People buying Netflix today?

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

Liamo_mu · 23-10-2020 3:15pm

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 · 23-10-2020 3:15pm

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 · 23-10-2020 3:19pm

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

23-10-2020 3:46pm

cefh17 wrote: »

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

GAAF isn't exactly encouraging either :pac:

Shedite27 · 23-10-2020 3:52pm

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 · 23-10-2020 3:52pm

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 · 23-10-2020 3:56pm

Shedite27 wrote: »

Also not sure why Microsoft is not included

I include it in my FAGMAN stocks

Cpfm · 23-10-2020 4:35pm

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 · 23-10-2020 4:55pm

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 · 23-10-2020 5:59pm

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 · 23-10-2020 6:07pm

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 · 23-10-2020 6:25pm

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

weemcd · 23-10-2020 7:04pm

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 · 23-10-2020 7:44pm

Folks any views on Jfrog please?

Shedite27 · 23-10-2020 8:28pm

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 · 23-10-2020 8:31pm

Will Intel complete construction in Leixlip? I wonder.

littlevillage · 23-10-2020 9:07pm

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 · 23-10-2020 9:08pm

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 · 23-10-2020 10:54pm

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 · 24-10-2020 6:52am

"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 · 24-10-2020 2:29pm

One for the Intel hate club

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

LawBoy2018 · 24-10-2020 2:33pm

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 · 24-10-2020 2:50pm

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 · 24-10-2020 2:53pm

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 · 24-10-2020 3:14pm

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 · 24-10-2020 3:30pm

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 · 24-10-2020 3:42pm

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 · 24-10-2020 4:10pm

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

outonawing · 24-10-2020 4:35pm

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.

I have an invest account with T212 and not had any issues. Many of the negative reviews appear to be from people struggling to provide acceptable id and also from people with cfd accounts.

Treppen · 24-10-2020 5:35pm

I just stick with degiro , it's interface is dated and interactivity is limited compared to the new sexy ones but it does the job, fees wise they're ok. There was a debate on here bout 3 years ago on whether or not you actually owned the shares or they were secure... Don't know how that debate ended.

How do these 'commission free' apps work? Is it just like gambling on a stock but not actually owning it.

Jim2007 · 24-10-2020 5:35pm

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.

I have no experience of either, I'm simply pointing out that anyone who things that brokerages give away their services, do not how understand how they are paying for them.

Treppen · 24-10-2020 5:46pm

Jim2007 wrote: »

I have no experience of either, I'm simply pointing out that anyone who things that brokerages give away their services, do not how understand how they are paying for them.

Seems to be shavings from the bid and ask price. Then again it's up to you to set your limits and pay for real-time info.

Sorry I'm off topic, so I'll just keep tipping Magnis Resources ( ASX:MNS ) for a long term play (2 years). They're going from mining all the way to manufacture/supply of rechargable batteries + building more gigafactories . Musk himself says he won't have enough supply from his own gigafactories. Plus they have new technology with fast charge (85% charge from empty in 6 mins). The aim for Musk is to have private houses buying their own battery pack from him and then using solar to go off grid (obviously in Australia first) , so I'm hoping Magnis will be planning the same with their plant in Townsville.
I've been tipped these first on here at 47c and gotton burned but averaged down again when they were about 10c. They seem to be ebbing back down again from new level hovering at 20c so I might wait till 15c or so.
Not putting in major money, just selling off my trash green cannabubble stocks and seeing if I can make a silk purse from a sows ear.
It's a little entertaining to watch the ASX when everyone else is in bed over in the Western hemisphere too.

Anyone know who tipped them first ? It was about 2017.

outonawing · 24-10-2020 6:18pm

Treppen wrote: »

How do these 'commission free' apps work? Is it just like gambling on a stock but not actually owning it.

It works just like any online broker. You do own the shares and you do receive dividends where appropriate.

Here's a link from their website:

https://helpcentre.trading212.com/hc/en-us/articles/360008702918-Do-I-own-the-shares-which-I-purchase-

RIGOLO · 24-10-2020 8:43pm

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.

No one can argue with your numbers , they are correct, but no one needs too.
As Ive said the market isnt rational.
Intel made more gross profit this quarter than AMD and NVDA combined will make in 12 months. But those 2 are valued twice the mcap on INTC.
Theres a 1000 upside down valuations in the market these days.
NVDIA and AMD are well managed and their SP is thriving partly based on PR and spin but also based on merit, NVDA will pick up plenty business partnering with VMWare on project Monterey, but they have to also mange to absorb ARM into their business. Intels numbers indicated a datacentre pull back from customers, it will be interesting to see if this will also impact on the others.
I just dont think a compay like INTC that makes 90 billion in revenue a year is going nowhere. Time will tell, but its definitely an interesting sector to trade.

RIGOLO · 24-10-2020 8:49pm

Jim2007 wrote: »

I have no experience of either, I'm simply pointing out that anyone who things that brokerages give away their services, do not how understand how they are paying for them.

genuine question...

do you have any actual stock tips for anyone ?
Perhaps you do but Ive not seen any .

This thread is call Share Picks 2020.

Timmaay · 24-10-2020 9:39pm

I'll just leave this here...

Treppen · 25-10-2020 10:36am

RIGOLO wrote: »

genuine question...

do you have any actual stock tips for anyone ?
Perhaps you do but Ive not seen any .

This thread is call Share Picks 2020.

Don't think it's his fault, he was replying to an off topic question about Davy Vs Degiro etc.

Treppen · 25-10-2020 2:49pm

Vaneck eSports etf ? They have the aforementioned AMD and Nvidia ,also Tencent !
No Intel though :pac:

Jim2007 · 25-10-2020 4:56pm

RIGOLO wrote: »

genuine question...

do you have any actual stock tips for anyone ?
Perhaps you do but Ive not seen any .

This thread is call Share Picks 2020.

When you show no inclination to do the hard work and deliver up well throughout recommendations... would anyone be motivated to share their hard work with you?

Just expressing opinions of the back of talking heads does means you don't bring anything to the table in return.

Jim2007 · 25-10-2020 4:59pm

Treppen wrote: »

Seems to be shavings from the bid and ask price. Then again it's up to you to set your limits and pay for real-time info.

Actually what happens is that your trade instructions go to the intermediary who offers the broker the best commission... which may or may not result in you getting the best price as you'd normally assume you'd get.

outonawing · 25-10-2020 5:49pm

Jim2007 wrote: »

Actually what happens is that your trade instructions go to the intermediary who offers the broker the best commission... which may or may not result in you getting the best price as you'd normally assume you'd get.

If I place a limit order(as I usually do) and get filled, am I at a disadvantage compared to placing the order with another broker?

Jim2007 · 25-10-2020 7:53pm

outonawing wrote: »

If I place a limit order(as I usually do) and get filled, am I at a disadvantage compared to placing the order with another broker?

It will all depend on the timing and without access to the order book, it is very to say if you were or not.

If you set the price limit at say $19.10 and you got them at $19.08, you would not be able say if there was a better price available at that specific time that you should have got. And most people are going to be happy and never even question it.

If you are buying a small number of share as an investment, then it should not really make a big difference in the long run. But if you are trading....

Irishder · 25-10-2020 8:01pm

What are peoples toughts on american airlines, looks like it has room to run.

Shedite27 · 25-10-2020 8:06pm

Jim, can I ask who you use? You seem very anti any of the modern low-cost brokers. I’ve seen you warning people off them as you claim
- not getting beat price
- don’t really own shares
- investment not guaranteed if brokerage goes bust

Do you pay a premium to try to avoid these pitfalls you claim exist?

littlevillage · 25-10-2020 9:40pm

Treppen wrote: »

Seems to be shavings from the bid and ask price. Then again it's up to you to set your limits and pay for real-time info.

Sorry I'm off topic, so I'll just keep tipping Magnis Resources ( ASX:MNS ) for a long term play (2 years). They're going from mining all the way to manufacture/supply of rechargable batteries + building more gigafactories . Musk himself says he won't have enough supply from his own gigafactories. Plus they have new technology with fast charge (85% charge from empty in 6 mins). The aim for Musk is to have private houses buying their own battery pack from him and then using solar to go off grid (obviously in Australia first) , so I'm hoping Magnis will be planning the same with their plant in Townsville.
I've been tipped these first on here at 47c and gotton burned but averaged down again when they were about 10c. They seem to be ebbing back down again from new level hovering at 20c so I might wait till 15c or so.
Not putting in major money, just selling off my trash green cannabubble stocks and seeing if I can make a silk purse from a sows ear.
It's a little entertaining to watch the ASX when everyone else is in bed over in the Western hemisphere too.

Anyone know who tipped them first ? It was about 2017.

I think it was 'B4mm'...... He also strongly tipped Tawana resources on ASX. He seems to have vanished from boards in recent times.

DutchYurt · 26-10-2020 12:58pm

I'm tempted to go in on Chegg today with their earnings out later this evening. Theyve shown excellent growth and seem to be a top choice for online learning (which certainly isn't going any where soon).

Anyones thoughts on how the market will react to the elections next week. There was a discussion on Dem Vs Republican but I can't find it.

Share Picks 2020

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