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Share Picks 2020

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HelloYoungBoy

There is an Irish guy I follow on Twitter who puts up some stock analysis that might be of interest to some on here. Beats having to follow yanks all the time

https://twitter.com/wolfofharcourt/status/1324102833441021952

Timmaay

Timmaay wrote: »

NNDM finally taking off again after last week's share offering, hopefully it will push back over 4 and towards 5 or 6 soon enough again.

Goddamit IG why the hell wouldn't you let me take out a spreadbet on this in the afternoon.

RIGOLO

McPhy picked up 8% today, to 25. If you want to play the Hydrogen market in Europe this ones for me.
Completed a new 180million share placement 2 weeks ago , operations in 3 countries , France, Germany and Italy. This industry is about having great engineers and I rate these guys.

Nemeses2050

OwlsZat wrote: »

Speaking of news long term Boards pick Verastem's drug duvelisib (which they party sold rights to) is in P1 trial as a combo with Ventoclax, producing curative responses in Imbruvica resistant and refractory chronic lymphocytic leukaemia. 7 of 12 patients who have reached 12 months were able to discontinue treatment. Amazing times we live in (even if we won't get rich off Verastem) curing the very worst cancers.

have been holding VSTM for a while, hopefully this will push up the SP.

Timmaay

NNDM finally taking off again after last week's share offering, hopefully it will push back over 4 and towards 5 or 6 soon enough again.

RIGOLO

Nice 5% pop from APT, my N95 mask maker, great earnings report.
Triple digit yoy growth and they also do PPE and housing insulation product.
Guidance is good into 2021 with backlog of orders even out to Q2 2021.
Dont see Covid going anywhere soon, but this stock trades sideways even with the huge demand.
Just waiting of the day Wall St rerates all these businesses that are well run.

ADZAM

Recent IPO October 28th 2020 - ROOT (available on Degiro since yesterday/today) App based Car insurance provider aka "insuretech", currently trading 11% below IPO price of $27 it could be worth a look.

RIGOLO

sirboby wrote: »

I really like"Dunkin' Brands Group" ( DNKN )

But it has had a huge run recently, so waiting for an opportunity to get in.

DUNKIN is going private. I think your too late, the 20% jump was due to the buyout price. We all missed the boat on that.
As long as the donuts and coffee dont change I can live with that , pure rocket fuel heading to work on a cold New England morning...

sirboby

I really like"Dunkin' Brands Group" ( DNKN )

But it has had a huge run recently, so waiting for an opportunity to get in.

sirboby

sirboby wrote: »

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.

Exited 3/4 of my position up 13%

Went up alot in one week so i'd expect it to fall again next week

Will monitor over the next few weeks to see if I should jump back in.

Shedite27

Added to a few holdings today - Twilio, Cloudflare and Fastly

Also started a new position in GoodRx. They basically allow Americans to see where they can get their prescriptions cheaper.

jams100

littlevillage wrote: »

Anyone watching £ABF (Associated British foods). If/when the virus is sorted. Primark will clean up

SP is hobbled now obviously... but could be nice chance to jump in ?

Agree on ABF, was looking at their earnings, they weren't that bad, the near term performance is very much hinged on covid-19 shutdowns as they aren't online, but as they showed when the previous lockdown were lifted peoples baskets were bigger than they were before the lockdown. People also want to get out of their houses when lockdowns are lifted too which bodes well for primark/pennys

Their grocery arm also done well and they are pressing ahead with opening further stores which is a good sign and they've suspended their dividend which I like even as an owner of the stock, I'd rather a company wasn't taking on additional debt just to please shareholders in the short term. Going to hold ABF for 12-24 months and see where it takes me.

Plan on picking up more and averaging down if it drops further. Decent if not brief summary in the below article

https://www.hl.co.uk/shares/share-research/202011/abf-positive-trends-but-uncertainty-means-no-dividend?utm_medium=social-organic&theSource=SOTW&Override=1&fbclid=IwAR2HeQmZYMvkIi8uBhpAiozQLuFgV1REx_-ln0cxuxqskQqj9v_rP0KUz9Y

Mickiemcfist

Jesus, Tencent is rocking. I'm up 23% in the 2 months since I went in. Planning on holding long term so I should really stop looking.

RIGOLO

cronos wrote: »

JFrog Ltd is dropping heavily. Currently 64.80

I bought at $67

Ive been monitoring that one myself , good product.
fwiw , of the 3 devops cloud stocks that IPO'd in the same week, JFROG, SNOW , and SUMO , JFROG is the only one that actual comes close to making a profit so obviously Wall St doesnt like it.
Im tempted to buy in the low 60s.
The stock price pricing of these 'software stack' companies is a mystery inside a conundrum inside a paradox.

littlevillage

Anyone watching £ABF (Associated British foods). If/when the virus is sorted. Primark will clean up

SP is hobbled now obviously... but could be nice chance to jump in ?

cronos

JFrog Ltd is dropping heavily. Currently 64.80

I bought at $67

Kilboor

UpWork up 50% today, I closed out my position but definitely still way more growth there in the long run!

Timing belt

Saudades wrote: »

What percentage levels do you estimate for a correction?
10-15%

Do you include Amazon as a tech stock?

Amazon won’t be as impacted as much as other stocks due to cloud and fact that there is a basis for valuation

Kilboor

Kilboor wrote: »

Entered UpWork at 20.10

Happy with that, I think it will grow steadily over the next year or so

Some nice earnings yesterday. Not as much as growth as I would personally want from them but pre market is responding well. Up 30% :cool:

Saudades

Timing belt wrote: »

3rd week in Nov is my bet for a correction in the tech stocks.

What percentage levels do you estimate for a correction?

Do you include Amazon as a tech stock?

OwlsZat

OwlsZat wrote: »

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.

Up 30% Tuesday, and 50% Wednesday. So now nicely in the green on this position. I'm relatively new to investments but have been creating a long term value bio portfolio. I've got a medical background so makes sense to me.

It's a fairly thankless task while you're waiting for news to break. Pre-sales companies are shorted at will and trade with the news. However consequential or inconsequential it might be.

Speaking of news long term Boards pick Verastem's drug duvelisib (which they party sold rights to) is in P1 trial as a combo with Ventoclax, producing curative responses in Imbruvica resistant and refractory chronic lymphocytic leukaemia. 7 of 12 patients who have reached 12 months were able to discontinue treatment. Amazing times we live in (even if we won't get rich off Verastem) curing the very worst cancers.

Shedite27

Jesper wrote: »

It's a pretty sickening system that has a dramatic bounce on the market due to a 'split' election.

The dramatic bounce was based on the election being over. There had been a lot of down days in the past month as people banked some wins (rumours that Biden will change CGT laws). Nothing big changed this week. People had cash, stocks were selling 10% less than last month.

Jesper

Timing belt wrote: »

No stimulus now till the end of January in the US...covid will get worse in the USA as it has in Europe over the winter period. 3rd week in Nov is my bet for a correction in the tech stocks.

It's a pretty sickening system that has a dramatic bounce on the market due to a 'split' election. Democrats highly likely to win the presidency and Republicans highly likely to win the Senate.
This all means that one side says 'Break up Big Tech' or 'Regulate medical and pharma pricing' and the other side says no. Ironically both sides agree on both strategies to a high extent. But in such a fractious environment the market understands that there will be no common agreements in the foreseeable future. Prescription drugs rose by 10% in 2020. What will they go up by next year with the headwind of Covid?

Bemused by it myself but I'd be happy to buy pharmaceuticals/Bio-Tech. BMS, J&J, Abbvie, Pfizer, MSD.

Shedite27

RIGOLO wrote: »

Taking an absolute bath on my short plays against the S&P , NASDAQ and Euro STOXX . Portfolio is green but cant rationalise whats going on .
Im both stubborn and old school, going to stick out the short another few weeks. Like all hedges its a safety net, sometimes turns out your didnt need it.

Covid lockdowns worldwiide, election in the balance still no stimulus plan but markets are booming .
At this point the FED and ECB are supporting a Universal Income policy by their countrys, free money for everyone ,
We are witnessing the worlds populations being paid to stay at home, but whilst at home most people cant stop spending. Somebody will have to ultimately pay for it.

Euro STOXX is the only one I'd have been hesitant to short, they haven't really run off the lows we had in March, and Biden being elected will clear to route for a Brexit deal which is a major hold on the economies.

manonboard

Thargor wrote: »

Its the share to hold for the next few years in my totally amateur opinion, even with recent gains and a post election dump.

I would agree, and its why i found it easy enough to incur recent losses. (i invested big in it). I work with their cloud tech, and i think people greatly underestimate what it's going to be come.. Not being in Microsoft cloud or AWS would be a crazy unimaginable decision to make for anything but the utmost sensitive information. I see the vast majority of companies putting thier IT in MS or AWS.. and i can hardly fathom the scale of such an enterprise.

Our rising costs each month in my company are 80k with a 1.2k increase each month. That is just for my department. We are happy to pay it for the incredible level of resources and services we are getting. Once you move into the cloud, which is just madness to not to, you are stuck in the cloud.

Thargor

manonboard wrote: »

I've a fair bit invested at 3300. I regret being impatient as the recent swings have been easy money to play as you say. <3050 is a very nice swing to take.

Its the share to hold for the next few years in my totally amateur opinion, even with recent gains and a post election dump.

manonboard

Thargor wrote: »

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.

I've a fair bit invested at 3300. I regret being impatient as the recent swings have been easy money to play as you say. <3050 is a very nice swing to take.

Timing belt

RIGOLO wrote: »

Taking an absolute bath on my short plays against the S&P , NASDAQ and Euro STOXX . Portfolio is green but cant rationalise whats going on .
Im both stubborn and old school, going to stick out the short another few weeks. Like all hedges its a safety net, sometimes turns out your didnt need it.

Covid lockdowns worldwiide, election in the balance still no stimulus plan but markets are booming .
At this point the FED and ECB are supporting a Universal Income policy by their countrys, free money for everyone ,
We are witnessing the worlds populations being paid to stay at home, but whilst at home most people cant stop spending. Somebody will have to ultimately pay for it.

No stimulus now till the end of January in the US...covid will get worse in the USA as it has in Europe over the winter period. 3rd week in Nov is my bet for a correction in the tech stocks.

RIGOLO

Taking an absolute bath on my short plays against the S&P , NASDAQ and Euro STOXX . Portfolio is green but cant rationalise whats going on .
Im both stubborn and old school, going to stick out the short another few weeks. Like all hedges its a safety net, sometimes turns out your didnt need it.

Covid lockdowns worldwiide, election in the balance still no stimulus plan but markets are booming .
At this point the FED and ECB are supporting a Universal Income policy by their countrys, free money for everyone ,
We are witnessing the worlds populations being paid to stay at home, but whilst at home most people cant stop spending. Somebody will have to ultimately pay for it.

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.