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.
ExMachina1000 wrote: » 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
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.
One More Toy wrote: » 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
Nemeses2050 wrote: » All the Big Oil names in Green, are they banking on orange man winning?
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
Nemeses2050 wrote: » 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...
littlevillage wrote: » Soo Shell BP, Exxon, Chevron, Total. Any one that I am missing? And any particular favourite?
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).
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.
treatyman wrote: » Is Shell RDSB.L or RSDB? Why is there 2? Sorry, newbie question.
Shedite27 wrote: » I reckon today is one of those days to "buy when others are fearful"
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.
