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Share Picks 2020

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  • Closed Accounts Posts: 3,748 ✭✭✭ExMachina1000


    Iv only just noticed that trading 212 offer pre and post hours in the cfd section. Extra time to over leverage yourselves. Margin call messages flying


  • Registered Users, Registered Users 2 Posts: 15,646 ✭✭✭✭Supercell


    RIGOLO wrote: »
    Great interview. For a CEO he is very open and I expect he is good at his job and influencing country leaders to follow directions beneficial to his orgs portfolio.
    Im not sure I buy into it all, but he delivered it with conviction and backup.
    Real estate mogul says we will all be back in the office and expanding urban cities in the next 18 months... he couldnt very well say anything else.

    Very interesting structure to their portfolio, they have huge interests in many areas renewables,property,infrastructure and all segregated, so which do you play BAM, BIP, BEP or BPY ?

    Earnings coming up, BAM-Nov12 , BEP Nov4, BIP Nov12, BPY Nov6, defintely one to watch dependant on presidential result and as we exit this Covid thing in the next 6-18 months. Seems to have alot of its value already priced in. Cant see BPY doing much , but BIP and BEP could be good long term investments plus a healthy dividend.

    Yes, you are right, I thought the same myself, i'm not sure I am in full agreement with him about the WFH thing. Google has said its workers can permanently WFH if they want, my employer, another big American IT company has said the same, so I'm not so gung ho about office space returning to pre-covid levels. I do agree with him about the stronger retail outfits like SPG and probably MAC too will come out of this stronger though. MAC could easily become a multibagger as its really been hit hard, maybe too hard.
    I'm in agreement with regards BPY, its had a great run from ~$10 to $14 recently mind you the dividends are still very tasty.
    BEP has been having a great run recently and renewable are hot, I think there is plenty of runway left on that.

    Of course the mother ship, BAM remains depressed and historically has outperformed the S&P500 for multiple years now, it was badly beaten in March so it maybe vulnerable to further declines in any overall market weakness, but for a longer term investment I think its pretty solid.

    Have a weather station?, why not join the Ireland Weather Network - http://irelandweather.eu/



  • Registered Users, Registered Users 2 Posts: 11,396 ✭✭✭✭Timmaay


    Iv only just noticed that trading 212 offer pre and post hours in the cfd section. Extra time to over leverage yourselves. Margin call messages flying

    Only for the most popular of markets. If your going down that road your better of using the spread betting section on IG, it allows you leveraged and extended hours for some markets,and the big advantage, its tax free because its considered gambling lol. I use it regularly enough to swing trade, I get hit on fees for having to pay to keep position's open overnight but they add up to alot less than having to pay cgt. I generally keep the leverage low however, and aim to keep half the account in cash.


  • Registered Users, Registered Users 2 Posts: 4,005 ✭✭✭One More Toy


    Timmaay wrote: »
    Only for the most popular of markets. If your going down that road your better of using the spread betting section on IG, it allows you leveraged and extended hours for some markets,and the big advantage, its tax free because its considered gambling lol. I use it regularly enough to swing trade, I get hit on fees for having to pay to keep position's open overnight but they add up to alot less than having to pay cgt. I generally keep the leverage low however, and aim to keep half the account in cash.

    Glas it's working out for you. I tried cfds and spread betting early in my career with outstanding failure, I'd warn anyone off them


  • Registered Users, Registered Users 2 Posts: 11,396 ✭✭✭✭Timmaay


    Glas it's working out for you. I tried cfds and spread betting early in my career with outstanding failure, I'd warn anyone off them

    Trust me I've made enough silly silly mistakes with them, I've zero interest in any sort of scalping/daytrading, complete headwrecking rollercoaster, I simply use spread betting now to swing trade across afew days/weeks timeframe and as I said I'm cautious with the leverage. They absolutely aren't for any beginners and need to be respected.


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  • Registered Users, Registered Users 2 Posts: 245 ✭✭sirboby


    Interesting day in the market,

    I am getting into CDProjekt's stock, CDR for a ~3-6 month play

    I think the valuation is high from what I can tell, but that doesn't seem to matter these days.

    Share price has dropped 25% from its peek in the start of September, because of repeat delays on Cyberpunk 2077.
    But I don't think that is a very bad thing for this company in particular. It has a great history of good user experience and I think it will boom not bust.

    It has a few other things in the pipeline such as a ar Witcher phone game, news of which may temporally pump the share price but I would not want to be holding when it gets released.

    Also I don't see the US election affecting this really at all.


  • Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    All the Big Oil names in Green, are they banking on orange man winning? :)


  • Registered Users, Registered Users 2 Posts: 865 ✭✭✭jams100


    All the Big Oil names in Green, are they banking on orange man winning? :)

    More likely a vaccine, i think the markets are expecting a Biden win judging by the infrastructure stocks...clean energy, caterpillar etc.

    Oil has been beaten to a pulp so much so that its undervalued, maybe I'm focusing to much on shell (which I own) but I read their earnings over the weekend along with their conference call, they are a compelling case for an investment at current prices, in saying that they'll probably dip another bit again.

    In 12 months time oil will be one of those stocks people will look back at and say why didn't I get in on that, might never be this cheap again as the small producers get bullied out and the big boys reduce their operational costs and close smaller refineries.

    How many people will be wanting their holidays when this virus starts to peter out with a vaccine, how many family members in Australia, USA that people haven't seen in over a year will want to go visit them? Aviation will kick off quick enough, im holding shell for 12+ months and see how it goes, worst case your getting a 5% dividend, that they've said they'll continue raising


  • Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    jams100 wrote: »
    More likely a vaccine, i think the markets are expecting a Biden win judging by the infrastructure stocks...clean energy, caterpillar etc.

    Oil has been beaten to a pulp so much so that its undervalued, maybe I'm focusing to much on shell (which I own) but I read their earnings over the weekend along with their conference call, they are a compelling case for an investment at current prices, in saying that they'll probably dip another bit again.

    In 12 months time oil will be one of those stocks people will look back at and say why didn't I get in on that, might never be this cheap again as the small producers get bullied out and the big boys reduce their operational costs and close smaller refineries.

    How many people will be wanting their holidays when this virus starts to peter out with a vaccine, how many family members in Australia, USA that people haven't seen in over a year will want to go visit them? Aviation will kick off quick enough, im holding shell for 12+ months and see how it goes, worst case your getting a 5% dividend, that they've said they'll continue raising

    I agree they have been beaten down to death (Bankruptcy) and as you noted big names will become much stronger with consolidation and diversification...

    IMO RDS is a solid stock and definitely one of the Oil stocks to own for the long term... they're up nearly 10% in the last few days...

    Tech is under pressure today and probably will suffer when other sectors start rising...


  • Registered Users, Registered Users 2 Posts: 3,659 ✭✭✭littlevillage


    I agree they have been beaten down to death (Bankruptcy) and as you noted big names will become much stronger with consolidation and diversification...

    IMO RDS is a solid stock and definitely one of the Oil stocks to own for the long term... they're up nearly 10% in the last few days...

    Tech is under pressure today and probably will suffer when other sectors start rising...

    Soo

    Shell
    BP,
    Exxon,
    Chevron,
    Total.

    Any one that I am missing? And any particular favourite?


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  • Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    Soo

    Shell
    BP,
    Exxon,
    Chevron,
    Total.

    Any one that I am missing? And any particular favourite?

    All solid names however BP n EXXON slightly weaker of the pack

    However I would go in the order of

    RDS, Chevron, APA, MRO (last two High Risk, high growth)


  • Registered Users, Registered Users 2 Posts: 10,905 ✭✭✭✭Bob24


    Soo

    Shell
    BP,
    Exxon,
    Chevron,
    Total.

    Any one that I am missing? And any particular favourite?

    I'd go for Total or Shell as my top choices.

    I think Total is the best managed (and isn't too indebted comparatively to other players plus has a reasonable average production cost, which allowed them *not* to cut their dividend in spite of the massive crisis for the industry). IMO Shell has a problem with its current CEO, but still it is a solid company and if you buy the UK stock there is no withholding tax on dividends which is a nice bonus (particularly if you are not subject to income tax). Those 2 are also the ones which have made the most investments in renewables and energy distribution (still a small part on their business, but I find it positive that they are working on some diversification from oil).


  • Registered Users, Registered Users 2 Posts: 9,508 ✭✭✭Shedite27


    I reckon today is one of those days to "buy when others are fearful"


  • Registered Users, Registered Users 2 Posts: 1,296 ✭✭✭AmberGold


    On the subject of Oil, Tullow have sold their Uganda operation to Total and will be receiving $500M any day now. This combined with their hedging strategy @ $57 /bbl puts them in a good position to ride this out. Their new CEO seems to be very capable, worth a look.


  • Registered Users, Registered Users 2 Posts: 194 ✭✭outonawing


    I'm surprised that Pfizer PFE hasn't moved higher, given the expectations about their vaccine.


  • Registered Users, Registered Users 2 Posts: 1,679 ✭✭✭MAJJ


    Bob24 wrote: »
    I'd go for Total or Shell as my top choices.

    I think Total is the best managed (and isn't too indebted comparatively to other players plus has a reasonable average production cost, which allowed them *not* to cut their dividend in spite of the massive crisis for the industry). IMO Shell has a problem with its current CEO, but still it is a solid company and if you buy the UK stock there is no withholding tax on dividends which is a nice bonus (particularly if you are not subject to income tax). Those 2 are also the ones which have made the most investments in renewables and energy distribution (still a small part on their business, but I find it positive that they are working on some diversification from oil).

    Hi Bob,
    Would the EUR exchanges be the ones for Total and RDS. I know noob question and any action/ risk is my own, thank you.


  • Registered Users, Registered Users 2 Posts: 228 ✭✭treatyman


    Is Shell RDSB.L or RSDB? Why is there 2? Sorry, newbie question.


  • Registered Users, Registered Users 2 Posts: 10,905 ✭✭✭✭Bob24


    MAJJ wrote: »
    Hi Bob,
    Would the EUR exchanges be the ones for Total and RDS. I know noob question and any action/ risk is my own, thank you.

    I'd suggest to buy Total on the Paris stock exchange (the symbol is FP).

    Shell can be bought in London (in GBP) or Amsterdam (in EUR). But make sure you buy class B shares (symbol RDSB either in London or in Amsterdam). Class A shares are paying dividend from the Netherland meaning there is withholding tax applied, while class B shares are paying it from the UK which means no withholding tax.


  • Registered Users, Registered Users 2 Posts: 10,905 ✭✭✭✭Bob24


    treatyman wrote: »
    Is Shell RDSB.L or RSDB? Why is there 2? Sorry, newbie question.

    RDSB is listed both in London and in Amsterdam for historical reasons (Shell being an Anglo-Dutch company).

    Both are the exact same shares except one is listed in GBP and the other one in EUR (and the London listing is a bit more liquid). No other difference so you can buy on whichever exchange makes the most sense with your broker (if it makes no difference to you, go for London as it is the most liquid listing).

    The key thing to pay attention to is to buy B shares rather than A shares (A and B are both dual-listed in London and Amsterdam). See reason in my above post.


  • Registered Users, Registered Users 2 Posts: 475 ✭✭PHG


    have gone long Calnex, half the normal position size I take and it was on the upper limit of Spread and Minimum Market Cap size I will invest in.

    Good increase in profit the last 2 years and IPO this year. Will add/Close based on results or Trading Statements.

    They have Cash in the bank too. Summary of who they are and what they do below taken from Admission doc

    Calnex designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the critical infrastructure associated with telecoms networks. To date, Calnex has secured and delivered orders to over 600 customer sites in 68 countries across the world. Customers include BT, China Mobile, NTT, Ericsson, Nokia, Intel, Qualcomm, IBM and Facebook

    Calnex benefits from high levels of repeat revenues, with over 80 per cent. of its revenue over the last three years coming from repeat customers and an average length of engagement with its top ten customers in FY20 of nine years. The Company's top ten customers accounted for over 50 per cent. of revenues in FY20. In recent years the Company's top ten customers have included Non-Telecoms customers. In FY20, these Non-Telecoms customers represented 14 per cent. of the top ten customer revenue."

    And 5G is beginning its global roll out....

    Calnex has a range of test and measurement solutions ready to meet the early requirements of 5G market participants. The Company is well placed to evolve its current products, alongside the introduction of new products, to meet its customers' future requirements as the roll out of 5G progresses.


    It could g belly up very quickly though, DYOR


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  • Registered Users, Registered Users 2 Posts: 1,569 ✭✭✭Nemeses2050


    It's Green day, literally every stock bar few exceptions in Green :)

    It seems market is assuming a clean majority to Biden...this rally might last a day or two before covid19 reality hits again....so play carefully


  • Registered Users, Registered Users 2 Posts: 1,207 ✭✭✭99nsr125


    Soo

    Shell
    BP,
    Exxon,
    Chevron,
    Total.

    Any one that I am missing? And any particular favourite?

    Philips 66

    OMV in Europe

    Altagas

    Enbridge


  • Registered Users, Registered Users 2 Posts: 454 ✭✭MikeSoys


    Shedite27 wrote: »
    I reckon today is one of those days to "buy when others are fearful"

    .. Think you missed the boat on that..


  • Registered Users, Registered Users 2 Posts: 454 ✭✭MikeSoys


    Soo

    Shell
    BP,
    Exxon,
    Chevron,
    Total.

    Any one that I am missing? And any particular favourite?
    What about BHP(Formally bhp billion).. Its unloved at the moment or one that day traders like is RIO TINTO--sorry commodities but sure don't have all your egs in one basket :-)


  • Registered Users, Registered Users 2 Posts: 1,533 ✭✭✭OwlsZat


    Nice pop on Aptevo Therapeutics today one of my long term holds after they the announced complete remission of a leukaemia patient on their P1 trial.


  • Registered Users, Registered Users 2 Posts: 386 ✭✭peterofthebr


    treatyman wrote: »
    Is Shell RDSB.L or RSDB? Why is there 2? Sorry, newbie question.

    https://www.shell.com/investors/share-price-information.html


  • Registered Users, Registered Users 2 Posts: 463 ✭✭padjocollins


    wouldn't touch oil stocks that look like a bargain, you're swimming against a heavy tide. you might do allright in an individual stock (after doing your research) but swimming against big industry trends in energy and transport is in my view very risky

    https://awealthofcommonsense.com/2020/09/is-exxon-the-next-general-electric/


  • Registered Users, Registered Users 2 Posts: 865 ✭✭✭jams100


    Futures popping, doesn't always translate, I know. If futures hold current gains then its a day for some profit taking.
    Nice to finally see what looks to be a significant green day for amazon after smashing earnings again in Q3!


  • Registered Users, Registered Users 2 Posts: 30 ADZAM


    ADZAM wrote: »
    Long time lurker, I really enjoy the content, I created this account to comment on this board and share my portfolio and some thoughts.

    Lemonade @$55 average
    I bought this as I was intrigued by the Insurance disrupter taking on legacy insurance services with a recurring business model, sexy UI and a tech first approach. I did not sell when I should of when it hit the highs of ~$90 shortly after IPO (mistake). They are Certified B Corporation which "are a new kind of business that balances purpose and profit" (this could be a pro if it's good marketing for socially conscious millennials) but it does worry me as a shareholder that the company needs to balance purpose with Profit - what b*llox. The expansion plans are exciting, you can imagine market cap growing on entry to new Geos, new insurance services (Car, Health, other). I feel I know this stock well having watched it since IPO, I will average down $40-$50 range and NEXT TIME, set stop loss in the $70+ range

    Slack @$26 average
    I bought the day of the IPO for $42 and have been averaging down since. It haunts me that I choose Slack over Zoom and watched Zoom moon and Slack went down or sideways. I kept saying Zoom was overvalued at $100, $200, $300, $400 (a lot of FOMO here). Why I stick with Slack is, I feel I know this stock now watching the price action, CEO on CNBC etc and it *could* work out in the end as Slack is very sticky once its rolled out to employees and the pure hope that Slack could get acquired by a legacy tech company (Oracle, IBM) for $40-$50 if not get there themselves in 1-2 years with the headwind of Covid-19.

    J&J @$144 average
    They are working on a vaccine, they may not be the first to market but there will be UNLIMITED DEMAND for this vaccine - J&J will get their share of the market, and with the hand sanitizer recalls in schools today, maybe not being first could be a good thing. I will hold J&J as it's a pretty stable stock and dividend payout in December. Pharma plays are very speculative, I've been burned many times. Play safe with them!

    Asana @$24 average
    Collaboration software, recent IPO, I think it could be a 2x in 1-2 years, I will average down if it goes <$20

    My biggest regret this year is missing out on Zoom, fannying around thinking it was overvalued at $100, $200, $300 and so on. Heartbreaking.

    I've been watching ISE stocks, mainly Dalata - I was hoping with the level 5, they would break below €2 and I'd hold in anticipation of a recovery, they bounced around €2.25 this week and have popped a bit - anyone have any thoughts on Dalata Group? How is Ryanair not <€10? Would you put money in either of these in this climate? Buy when there's blood in the streets?

    Phew, good to offload. Appreciate any advice, comments, observations.

    Eventbrite [EB] - a risky-ish, post covid-19 recovery play
    They are an event ticketing service - Physical events (remember them?) and virtual events
    Eventbrite is one of the most used (loved?) ticketing platforms and integrates with many common systems.
    Cut half their staff in April so should be a leaner machine
    It was $22 in February 2020 precovid19 - earning call tomorrow - I bought in today @$9.46 (Market Cap $860 million)

    I'm assuming the next week or so is gonna be pretty volatile but I couldn't resist buying today.

    Updates:
    Lemonade - held through some bad days in the $40 range - now in the green
    Asana - added more in the $21 range in the last week or so
    Slack - I sold Slack at $28.50 - someone here said to water flowers and cut the weeds so that's what I did :) - may re-enter in the lower $20's.
    J&J - holding position - nice dividend coming up and expecting more good vaccine news


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  • Registered Users, Registered Users 2 Posts: 18,182 ✭✭✭✭Thargor


    Took another Amazon share when it dipped below 3k the other day, free money at that price. I might just change my investment plan to buying an Amazon share every month or two from now on.


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