Share Picks 2020

Nemeses2050 · 27-10-2020 08:14PM

Jim2007 wrote: »

If you knew about build a diversified portfolio, you would not be putting junk into it.

Seriously

RIGOLO · 27-10-2020 08:17PM

Nemeses2050 wrote: »

Seriously

I think he is.. Im sure one of these days he will actually make a post with a stock tip .

Nemeses2050 · 27-10-2020 08:40PM

Folks watch-out for Ciena Corp - CIEN networking giant. After last Quarter results in Sep which beat the estimates, their guidance did them and they dropped 30%, IMO they have formed a base around 38-39 and ripe to grow from there. have picked some at 39.60..
Will hold with a SL of 5-7%

RIGOLO · 27-10-2020 09:21PM

Nemeses2050 wrote: »

Folks watch-out for Ciena Corp - CIEN networking giant. After last Quarter results in Sep which beat the estimates, their guidance did them and they dropped 30%, IMO they have formed a base around 38-39 and ripe to grow from there. have picked some at 39.60..
Will hold with a SL of 5-7%

Thanks for info. Id not monitored them for awhile.
GLW Corning (stock I do own) earnings took CIEN down a bit today as GLW reported lower demand for their optical fibre. I was playing GLW for their high quality glass displays and their medical glass used to hold vaccines.
As we move to 5G some drop in opitical fibre demand is to be expected but 5G will still have need for the physical layer for now at the intersection of 5G and 4G networks.
Cienna are very aggressive at buying up other companies, and have a good record of leading the field.
Im holding some dry powder until this election is over and Covid becomes clearer , might come back to them.

EDIT fwiw GLW Corning beat estimates handily but its not a 'cloud' stock so of course it goes red, its the new rules on Wall St

peterofthebr · 28-10-2020 10:46AM

RIGOLO wrote: »

I made a chunk on oil (on paper) when we exited the first wave , but held too long. Ive exited oil and will use it to offset CGT.

I think your right to consider oil, I am of the same mind, but its all about the timing.
Theres no sign we are coming out of this second wave.
Libya is going to restart full production. Refinerys are overflowing. Biden will be bad for oil , so election comes into play. And if anything winters are getting milder, alot of energy companies reported low profits this year due to a realtively mild winter . I know gas is a huge part of domestic heating but so is oil.

Anyways its a sector to keep an eye on for sure. Question is when to catch the falling knife .

i dont own them but 'rio tinto share price ftse' is a good stock, look at the graphs you might be able to buy/sell these over and over -

peterofthebr · 28-10-2020 10:48AM

CRG.IR - is one worth keeping an eye on,

dontparkhere · 28-10-2020 10:51AM

funkey_monkey wrote: »

RR down 61% this morning.
Will be interesting to watch this one play out.

Is this due to the right issue that was approved or is it an actual fall in price?
I was planning on buying some before it doubled in price.

28-10-2020 11:05AM

dontparkhere wrote: »

Is this due to the right issue that was approved or is it an actual fall in price?...........

It's the dilution.

DutchYurt · 28-10-2020 02:27PM

Tempted to go back into 4D Pharma after my profit taking last week

Keeping a close eye to activision, its been very steady since its last earnings report, take into the lockdown with everyone playing warzone, the release of zombiies and the the new call of duty coming up to xmas I think it might rise further. And thats just one franchise game in their portfolio

My bases for videogames is ask my american cousins (10/12) what they and all their friends are playing. Everyone was red dead this, call of duty that and it was gold old fortnite that won it out two years ago!

28-10-2020 02:29PM

DutchYurt wrote: »

Tempted to go back into 4D Pharma after my profit taking last week.............

If you are willing to wait until Christmas I couldn't imagine you regretting doing that. Lots of news due and funding issue is now resolved well into 2021.

sirboby · 28-10-2020 02:36PM

Augeo wrote: »

If you are willing to wait until Christmas I couldn't imagine you regretting doing that. Lots of news due and funding issue is now resolved well into 2021.

Yeah I think it is definitely a good buy at the moment.
May drop to high 90's before climbing, but not worth the risk of missing the run-up imo.

DutchYurt · 28-10-2020 03:57PM

Fastly hasnt seen a green day since the 14th of October, I won't make it to christmas at this rate watching it everyday

jams100 · 28-10-2020 04:06PM

Microsoft post great earnings and drop 4%!

Oil has just killed me down 25%, thought I was getting in at a decent entry point, considering just cutting my losses, but I guess I have to look forward 6 months, hopefully get those losses back then

ILikeBoats · 28-10-2020 04:16PM

jams100 wrote: »

Microsoft post great earnings and drop 4%!

Everything dropped today. Red day:(

Supercell · 28-10-2020 04:19PM

Not as bad as spring but we have had a heck of a run since then, awful afraid if Biden wins we might see that again or worse. Anyone else feeling nervous? MSFT and BA had pretty good numbers and still dropping, alarm bells ringing all over for me.

RIGOLO · 28-10-2020 04:26PM

So MSFT beat earnings and drop. 10 or more companies I held this year did the same whilst companies who lost money gained on their SP.
Its a rigged game . Dont ever forget it.

The market is effectively a board game now . A combination of snakes and ladders, Monopoly, Cluedo , Chess and draughts all played on the same board with all their pieces in place at the same time. But only Wall St and market makers tell you what game is being played at any one time.

So Wall St and market makers say its chess time , and rules of chess apply, they move the market, put your Queen under attack. Its then your move, the private investor and you go to move your Queen out of danger but they say no now its snakes and ladders time you need to throw a 6 , you dont throw a 6, back to the market maker he says its back to chess time again and takes your queen. Good analogy even if I do say so myself.

Epic red day, election and Covid all coming together nicely. I was hoping an oppurtunity like this would come along again. First time round was a chance in a lifetime, a second oppurtunity in less than 12 months is just unreal.

If you made money out of the crash in March and the recovery since then this is your chance to compound those gains, a mini double dip is on the cards. Planning and patience will get you thru as it did in Q1-Q2 2020.
If you didnt make money out of the crash in March and the recovery then you should take care. Change your strategy and figure out what worked back then and repeat.
Granted alot of value is already backed in , so lets get back to portfolio growths of 10-15% per annum being healthy, no shame in that, the 10% jumps in a day were an anomaly. Remember its investing, a bit like growing a few plants or trees, starting small before you know it the years have passed and your picking pears off the trees in your garden .

Red across the board, more Covid lockdowns coming across Europe, election, a second blow to many businesses that just cant take a second blow, mortgage andrent breaks coming to an end, no workers goign back to the office, winter on its way and a Christmas unlike any before .. there is blood on the floor with more to come just make sure its not yours.

littlevillage · 28-10-2020 04:31PM

littlevillage wrote: »

Very volatile SP. Got out myself at a decent 25% profit. Basically a free weeks wages. Thank you RIGOLO.

Might jump back in again during one of those extreme early morning shake-downs.

Soo my timing was pretty good (for a change). The arse is falling out of Nyct. What price to jump back in at though is the question..now ???

I am going to stick with the Paris exchange soo looking for an entry in the €8's

peterofthebr · 28-10-2020 04:33PM

RIGOLO wrote: »

So MSFT beat earnings and drop. 10 or more companies I held this year did the same whilst companies who lost money gained on their SP.
Its a rigged game . Dont ever forget it.

The market is effectively a board game now . A combination of snakes and ladders, Monopoly, Cluedo , Chess and draughts all played on the same board with all their pieces in place at the same time. But only Wall St and market makers tell you what game is being played at any one time.

So Wall St and market makers say its chess time , and rules of chess apply, they move the market, put your Queen under attack. Its then your move, the private investor and you go to move your Queen out of danger but they say no now its snakes and ladders time you need to throw a 6 , you dont throw a 6, back to the market maker he says its back to chess time again and takes your queen. Good analogy even if I do say so myself.

Epic red day, election and Covid all coming together nicely. I was hoping an oppurtunity like this would come along again. First time round was a chance in a lifetime, a second oppurtunity in less than 12 months is just unreal.

If you made money out of the crash in March and the recovery since then this is your chance to compound those gains, a mini double dip is on the cards. Planning and patience will get you thru as it did in Q1-Q2 2020.
If you didnt make money out of the crash in March and the recovery then you should take care. Change your strategy and figure out what worked back then and repeat.
Granted alot of value is already backed in , so lets get back to portfolio growths of 10-15% per annum being healthy, no shame in that, the 10% jumps in a day were an anomaly. Remember its investing, a bit like growing a few plants or trees, starting small before you know it the years have passed and your picking pears off the trees in your garden .

Red across the board, more Covid lockdowns coming across Europe, election, a second blow to many businesses that just cant take a second blow, mortgage andrent breaks coming to an end, no workers goign back to the office, winter on its way and a Christmas unlike any before .. there is blood on the floor with more to come just make sure its not yours.

buy on the dip anyone :eek::rolleyes:

peterofthebr · 28-10-2020 04:35PM

DOW seems to be moving faster downwards, ..time to sit back and see how low she goes.
https://www.cnbc.com/quotes/?symbol=.DJI

..FED to start telling backrock to buy more stocks ...any moment now ;-)

RIGOLO · 28-10-2020 04:47PM

littlevillage wrote: »

Soo my timing was pretty good (for a change). The arse is falling out of Nyct. What price to jump back in at though is the question..now ???

I am going to stick with the Paris exchange soo looking for an entry in the €8's

well played ..
I dont even know what price its at today. I havent looked.
If you need to be checking your portfolio every day, your either very nervous or not happy with how you are positioned, or an unhealthy attraction to money.
I think it was a rabbi who once explained to me that the bible doesnt say money is the root of all evil , he said its the pursuit of money that is the root of all evil, an important difference .

its nice to take a few days off whilst the floor is crashing, I will let it drop a bit more and pick up some on Friday or after d-day

peterofthebr · 28-10-2020 04:56PM

bought into CRH there(iseq), long term play..will add another few houndred if it sinks

GiftofGab · 28-10-2020 05:02PM

What do you guys do to get the intrinsic value of each stock?? Do you do any analysis?? Dividend discount analysis?

28-10-2020 05:28PM

GiftofGab wrote: »

What do you guys do to get the intrinsic value of each stock?? Do you do any analysis?? Dividend discount analysis?

That. That of course, plus the tried and tested 'stick index finger in mouth then hold up in the air.'.

Most of the fundamentals are priced in (so the theory goes) - buy the rumour sell the news is a strong element of pricing for growth stocks. Hearing the "rumour" in time is imperative. You can get this from a number of places including target stock investor updates or Investor update sites.

DutchYurt · 28-10-2020 05:40PM

GiftofGab wrote: »

What do you guys do to get the intrinsic value of each stock?? Do you do any analysis?? Dividend discount analysis?

I've read there's too types of investors, ones that do all the analysis, due diligence etc then decide to invest..

and the other is a "aah you know it feels right, with everyone working from home I reckon they'll need more mouses and keyboards what company does that"

I'm unfortunately on the latter side.

Cluedo Monopoly · 28-10-2020 05:52PM

My BOI investments are losing money even though a global wall of printed money seems to be keeping the stock markets up (after the initial panic).
I get the strong impression though that the Covid impact really hasn't hit yet. So many companies and business are operating on government funded life support and I think enterprise customer demand is starting to seriously drop now that 3-9 month contracts/projects are lapsing.
I think it will be carnage in 2021 but I don't know what fund is safe anymore. I want to get out of equity soon though.

Nemeses2050 · 28-10-2020 06:21PM

DutchYurt wrote: »

Fastly hasnt seen a green day since the 14th of October, I won't make it to christmas at this rate watching it everyday

I had a SL of notch under 73 and it got hit other day...if results are good tonite, it could jump...if you're not neck deep hold it with a SL and see how it pans out.

Nemeses2050 · 28-10-2020 06:29PM

peterofthebr wrote: »

buy on the dip anyone :eek::rolleyes:

Sure, so many names from my watchlist are in the buy range:D

We're seeing records numbers from the second wave, reckon we'll see march lows for some of the old favourites this week.

peterofthebr · 28-10-2020 06:34PM

Nemeses2050 wrote: »

Sure, so many names from my watchlist are in the buy range:D

We're seeing records numbers from the second wave, reckon we'll see march lows for some of the old favourites this week.

It would be a real chance if we did see march lows ...but i would be very suprised - rem: dont fight the fed...

also if Trump looses (biden will raise taxes ) market could slide more...

also - Only when the tide goes out do you discover who's been swimming naked - Warren Buffett

ganmo · 28-10-2020 06:59PM

Across my portfolio and watch list the only green I see are boi electrolux and a polish insurance company

Timing belt · 28-10-2020 07:52PM

Cluedo Monopoly wrote: »

My BOI investments are losing money even though a global wall of printed money seems to be keeping the stock markets up (after the initial panic).
I get the strong impression though that the Covid impact really hasn't hit yet. So many companies and business are operating on government funded life support and I think enterprise customer demand is starting to seriously drop now that 3-9 month contracts/projects are lapsing.
I think it will be carnage in 2021 but I don't know what fund is safe anymore. I want to get out of equity soon though.

Banks share prices will stay low for a long time to come as they can’t make money in the low interest rate environment so won’t be paying dividends. The excess cash floating around is costing them money as they either place with ecb at a negative rate or buy a gov bond at a negative rate. The share price will only go up once the market thinks rates will rise

Share Picks 2020

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