Share Picks 2020

outonawing · 24-10-2020 04:35PM

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 05:35PM

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 05:35PM

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 05:46PM

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 06:18PM

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 08:43PM

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 08:49PM

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 09:39PM

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 02:49PM

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

Jim2007 · 25-10-2020 04:56PM

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 04:59PM

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 05:49PM

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 07:53PM

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 08:01PM

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

Shedite27 · 25-10-2020 08:06PM

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 09:40PM

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.

Nemeses2050 · 26-10-2020 02:33PM

DutchYurt wrote: »

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.

would say good results are already priced in my opinion check the increase in SP since mid-sep, if anything if earnings are not as expected you can see a sell-off... Probably we'll see a weakness today in IT stocks due to SAP earnings.

DutchYurt · 26-10-2020 02:59PM

Nemeses2050 wrote: »

would say good results are already priced in my opinion check the increase in SP since mid-sep, if anything if earnings are not as expected you can see a sell-off... Probably we'll see a weakness today in IT stocks due to SAP earnings.

Appreciate the input! I'm starting to think Fastly is going to keep falling now. Might follow same path as SAP after earnings.

PHG · 26-10-2020 03:38PM

PHG wrote: »

Currently Own:

Stock Strategy (UK Stocks)
Clipper Logistics
Spirent Communications
Keyword Studios
Plus 500

Watchlist
Volex Plc but it is on a Yellow card atm

Speculative Strategy
Long S&P
Long BoI
Long Bitcoin

Anyone else trade UK Shares? Not looking to compare strategies, just curious

My speculative strategy is with Degiro but the the stock strategy is all done via Spreadbetting.

Out of Clipper as of this morning, hit my trailed stop loss. Was my main holding and in there since early June so not a bad finish.

Still own all of the others above but thinking of closing out BoI completely now for a few points gain. But need a better look when have time tonight

Spirent is on a yellow card also as no push on from the highs in early August. Been in since mid/late June so unrealised PnL after costs is about 7%.

Plus 500 results tomorrow!

Volex no longer on watch list as could not get any safe entry.

S&P will probably hold until after the santa rally (if there is one).

Bitcoin going is now at resistance area so watching that with a very close eye but my holdings are small (was my fun trade to keep me disciplined)

My Keywords Studio holding is now in yellow card territory. I have held it for 2 months and no gains. I have a rule, that if not in profit within 3 months (and SL not hit) then get out.

Liamo_mu · 26-10-2020 04:40PM

My entire portfolio is down big time today. Seems the entire market has had a bad day

Nemeses2050 · 26-10-2020 04:57PM

Second Wave numbers have spooked the markets.
tempted to add some Oil names, but reckon there's more to come.

DutchYurt · 26-10-2020 04:59PM

Liamo_mu wrote: »

My entire portfolio is down big time today. Seems the entire market has had a bad day

Just pretend you're colour blind and it'll be fine. Don't pretend when driving though!

But I'm the same, overall 15% down on my entire portfolio. Was hoping to be out before the election but here I am. My house deposit is at play! It'll be fine, be green by Wednesday!

Nemeses2050 · 26-10-2020 05:01PM

DutchYurt wrote: »

Appreciate the input! I'm starting to think Fastly is going to keep falling now. Might follow same path as SAP after earnings.

I could be wrong but Fastly already had a sell-off on the expected lower revenue so any positives might push the SP higher. I'm holding mine with a Stop loss under 73.

Timmaay · 26-10-2020 06:41PM

Tim: *Must remain calm*, this is normal, the stock market takes the stairs up but esculator down lol.

RIGOLO · 26-10-2020 06:53PM

Jim2007 wrote: »

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.

ok so I take that as a NO ....
you dont have any actual Share picks to put up in this thread.

dats cool , free country .

DutchYurt · 26-10-2020 06:53PM

Nemeses2050 wrote: »

I could be wrong but Fastly already had a sell-off on the expected lower revenue so any positives might push the SP higher. I'm holding mine with a Stop loss under 73.

Yeah I get what you mean, but there was the big sell off, and its been a drip sell every day. Lots of resistance at 74, can see that ARRK ETF and Cathy Wood (apparently she's important going by message boards) have added it to their portfolio but its currently sitting at 73.50~ I don't want to be a bag holder but I'm 20% down right now on it. This tends to happen when I make big plays :pac:

cnocbui · 26-10-2020 07:24PM

AGL Energy ltd, an Australian energy utility.

20% undervalued, the SP has been steadily falling since Feb. Didvidend yield is 7.43%, revenue is down 15.3% but profit is up almost 33% and the PE is 8.34

Don't catch a sliding knife, perhaps, but it looks oversold to me and solid as a long term hold.

RIGOLO · 26-10-2020 07:25PM

Rothmans wrote: »

I bought TILS last week at 180p. Thought it had a good bit of promise to roll up to £2+ by the end of the month as it is to have a 1 for 1 demerger at the end of the month. However, it seems to be struggling to break above the 180 mark. The twiterati seem to be putting this down to US MMs keeping the price suppressed and it's only a matter if time before it shoots up, but whether that's true could be anyone's guess .

It has a promising pipeline, including a potential covid treatment similar to the one which was used on Trump, and that Pipeline the main reason I'm in it.

(I referred to its US ticket TLSA last week, but decided to stay away from the Nasdaq on this one.)

Im on board with them also.
They are spinning off an in house product (StemPrinter) into a seperate company to extract value in that. There will be shares in the new company Accustem issued to holders of record end of day tomorrow (open to correction)
You can pick them up TILS on AIM or via an ADR - TLSA in Frankfurt or Nasdaq. Ultimately they will look to list Accustem on Nasdaq.

What a crazy red day, went for a very long cycle , came home and crashed , logged on and see all markets are down. We knew it was coming , pre election sell off compounded by Europe going into a major lockdown cos of Covid, my portfolio is weighted in that sector, lets see if it holds firm thru the week.
Hang in there , I expect the guy who can remember the name of his opponent will win and we will have a bigly market rally in 9 days.

Share Picks 2020

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