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Share Picks 2020

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    #5522
    littlevillage
    Registered Users Posts: 2,843 ✭✭✭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)


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    #5523
    Kickstart1.3
    Banned (with Prison Access) Posts: 186 ✭✭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....


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    #5524
    jams100
    Registered Users Posts: 770 ✭✭✭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


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    #5525
    Bob Harris
    Registered Users Posts: 3,462 ✭✭✭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.


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    #5526
    Kickstart1.3
    Banned (with Prison Access) Posts: 186 ✭✭Kickstart1.3


    One for the Intel hate club

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


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    #5527
    LawBoy2018
    Registered Users Posts: 1,162 ✭✭✭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.


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    #5528
    robman60
    Registered Users Posts: 2,222 ✭✭✭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.


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    #5529
    LawBoy2018
    Registered Users Posts: 1,162 ✭✭✭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.


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    #5530
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,014 Mod ✭✭✭✭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.


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    #5531
    LawBoy2018
    Registered Users Posts: 1,162 ✭✭✭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.


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    #5532
    Shedite27
    Registered Users Posts: 9,367 ✭✭✭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.


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    #5533
    ganmo
    Registered Users Posts: 7,748 ✭✭✭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


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    #5534
    outonawing
    Registered Users Posts: 194 ✭✭outonawing


    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.


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    #5535
    Treppen
    Registered Users Posts: 4,561 ✭✭✭Treppen


    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.


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    #5536
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,014 Mod ✭✭✭✭Jim2007


    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.


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    #5537
    Treppen
    Registered Users Posts: 4,561 ✭✭✭Treppen


    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.


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    #5538
    outonawing
    Registered Users Posts: 194 ✭✭outonawing


    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-


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    #5539
    RIGOLO
    Site Banned Posts: 1,463 ✭✭✭RIGOLO


    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.


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    #5540
    RIGOLO
    Site Banned Posts: 1,463 ✭✭✭RIGOLO


    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.


  • Options
    #5541
    Timmaay
    Registered Users Posts: 11,394 ✭✭✭✭Timmaay


    I'll just leave this here...


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    #5542
    Treppen
    Registered Users Posts: 4,561 ✭✭✭Treppen


    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.


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    #5543
    Treppen
    Registered Users Posts: 4,561 ✭✭✭Treppen


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


  • Options
    #5544
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,014 Mod ✭✭✭✭Jim2007


    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.


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    #5545
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,014 Mod ✭✭✭✭Jim2007


    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.


  • Options
    #5546
    outonawing
    Registered Users Posts: 194 ✭✭outonawing


    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?


  • Options
    #5547
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,014 Mod ✭✭✭✭Jim2007


    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....


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    #5548
    Irishder
    Registered Users Posts: 926 ✭✭✭Irishder


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


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    #5549
    Shedite27
    Registered Users Posts: 9,367 ✭✭✭Shedite27


    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?


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    #5550
    littlevillage
    Registered Users Posts: 2,843 ✭✭✭littlevillage


    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.


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    #5551
    DutchYurt
    Registered Users Posts: 330 ✭✭DutchYurt


    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.


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