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Share Picks 2020

beertons

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Timmaay

cronos wrote: »

I guess the question remains if it's a buy now?

I think right now its hitting the fomo stage, so basically logic is going out the window, it could easily do a Tesla and continue straight up to 50/100$+, but the more parabolic it goes the higher a risk of a serious pullback. So invest accordingly, assume more volatility moving forward, personally I'm largely happy to hold my position but will be slow to invest further yet unless I manage to get in just ahead of a clear cataylst.

cronos

Timmaay wrote: »

NIO had a serious cashflow issue back in march, with a crash in sales due to Corona, salaries had to be pushed back etc. That was why I sold my 1700 share stake at the time for 3.50 breakeven, I could kick myself and say I missed out on like a 10x 60k gain, but simple fact my 6k investment at the time was at risk so no regrets.

I guess the question remains if it's a buy now?

Timmaay

[Deleted User] wrote: »

The converse is true too (I don't recall the original discussion) if it was a buy at $5/6 it's an even better buy at $2.

NIO had a serious cashflow issue back in march, with a crash in sales due to Corona, salaries had to be pushed back etc. That was why I sold my 1700 share stake at the time for 3.50 breakeven, I could kick myself and say I missed out on like a 10x 60k gain, but simple fact my 6k investment at the time was at risk so no regrets.

Stablelad123

Bob Harris wrote: »

AFAIK Jim is retired so his money is made.
He's essentially advising people to look beyond the bluster and headlines when choosing your buys. When NIO had fallen to $2 he was asking the question why if it wasn't a buy at $5/6 why was it a buy at $2? It's a fair and rational question and the fact that it's $40 odd now doesn't make it less so.

That's the problem, this isn't a rational market. I see no fundamental reason for some of these valuations. If you are a long term holder you are potentially missing out on locking in huge gains.

Some swing traders are killing it right now cause they understand what drives momentum. These factors might change in a few months/years and then the swing traders will disappear. Same happened in 2000.

Bottomline is you can make money in the markets long or short term. We all know that investing LT gives you a much better edge but that's meaningless if you don't have targets in place. I learnt the hard after buying CSCO back in 2000. So much can happen now in a short space of time.

[Deleted User]

Bob Harris wrote: »

. When NIO had fallen to $2 he was asking the question why if it wasn't a buy at $5/6 why was it a buy at $2? It's a fair and rational question and the fact that it's $40 odd now doesn't make it less so.

The converse is true too (I don't recall the original discussion) if it was a buy at $5/6 it's an even better buy at $2.

Bob Harris

Stablelad123 wrote: »

You have to question Jim's long term strategy in this market environment. I've seen some of my holdings go up 200% in a year. My most bullish long term target has been hit on ZM so I sold. Was planning to hold 5 - 10 years. It's all and good have a plan but you can't ignore what the market is giving you. I wouldn't critizice anyone swing trading although trying to justify a HTZ investment is pushing it.

AFAIK Jim is retired so his money is made.
He's essentially advising people to look beyond the bluster and headlines when choosing your buys. When NIO had fallen to $2 he was asking the question why if it wasn't a buy at $5/6 why was it a buy at $2? It's a fair and rational question and the fact that it's $40 odd now doesn't make it less so.

Stablelad123

Bob Harris wrote: »

Personally I've no issue with Jim's posting - uncompromising as it may be. Talks a lot of sense and worth taking on board. I've pared down my holdings and looking for bigger holdings for longer and am in no rush to buy, happy to read up and track shares for months until getting in if I do.

For the record I can recall two tips one of which was a sector being title insurance in the US - up about 25% since it was mentioned.
The other was Nestle which is flat since. Given Jim's investing strategy of picking few and sticking with them long term it's hardly surprising he isn't throwing out tips every few days of an IPO or a biotech with a good pipeline.

You have to question Jim's long term strategy in this market environment. I've seen some of my holdings go up 200% in a year. My most bullish long term target has been hit on ZM so I sold. Was planning to hold 5 - 10 years. It's all and good have a plan but you can't ignore what the market is giving you. I wouldn't critizice anyone swing trading although trying to justify a HTZ investment is pushing it.

Mickiemcfist

TPI composites seems a good longer term play now that Biden has won. They are outsourced manufacturers of wind farm impeller blades & have strong contracts with most of the major players. Jumped 10% on the news, wish I got in last week but I wasn't sure about who'd come out on top.

RIGOLO

Shedite27 wrote: »

Don't normally do thsi but wanted to dig into what felt like a good week. This is the WEEKLY gain of my 26 stocks :eek:

APPS +48%
LMND +46%
TTD +45%
SQ +28%
NET +24%
SE +18%
STNE +18%
WIX +16%
FSLY +16%
SPOT +15%
DOCU +15%
CRWD +14%
NVTA +14%
PTON +14%
SHOP +13%
OKTA +11%
VEEV +11%
DDOG +11%
PINS +10%
AMZN +9%
PYPL +9%
RDFN +8%
NOW +8%
SNOW +6%
TDOC +5%
TWLO +5%
GDRX +4%

Total of +15% gain for the week. Can we have another election next week please

Shedite27 ... your full of gobbleydygook ROFL .....

Jim2007 wrote: »

I post in the hope the people stumbling upon this gobbledygook will not mistake it for investing.

RIGOLO

Lots of permutations to what Biden will do, what he can do and how the markets react.
As they say for any regime change , The King is Dead, Long live the King.

Now that the eulogy is out of the way , lets make some more more money with our investments.

WTF happened with cannabis stocks, we missed a trick there.
I say 'we' because 99% here are sharing tips and helping out, (1% are just a pain in the arse) . I saw a post this weekend where someone said their portfolio just broke even.. thats a poor reflection on this thread if someone who contributes to the thread hasnt made gains in this market in this year, 2 year, 4 year , 10 year cycle. Theres a collective responsibility to help eachothers portfolios , at least thats how I see it ( I know 1% think why would they waste their time on research and give the tip to strangers) .

Anyways the post election cannabis pop was a gift we should have spotted.
Cannabis legislation was on the ballot in 5 states and all passed it. Thats why they all popped post-election 15-40%.
Did anyone get on it ? Perhaps you did and apologies if you tipped it here.
Tuesday night I pulled an all nighter for the count, sometime in the wee hours I was looking at stocks and saw some talk on the potential for cannabis stocks, I made a note in the phone to get on it in the am but in the fog of the next few days I never got back to it. Missed an easy peasy gain.

Anyways not to worry another oppurtunity will be along, lets make sure we dont miss it.

manonboard

Bob24 wrote: »

Remember nothings changing before Jan.

Also, the narrative will change with relation to Covid, but I’m not sure actions will change that much

I think you are right about this. One thing that strikes me is that covid has run rampant through thier society for so long that its impossible to put back in the bottle imo.

I think a narrative change like ignoring case numbers n only focusing on deaths might be successful. Roll out the vaccines to the vulnerable. Show the deaths declining and claim a change in direction. January gets him more time for a vaccine or two aswell. If people stop dying, economy doesn't need to fear so much.

Bob24

MikeSoys wrote: »

So with Biden.. he's going to tackle covid, if he starts lockdowns that will impact markets? but he will need to have the funds in place possibly before starting to lockdown regions..mind you now that Trump is out we might not hear as much about covid problems in USA :-)

Remember nothings changing before Jan.

Also, the narrative will change with relation to Covid, but I’m not sure actions will change that much (simply because a lot of the decision making seems to happen at a state or at a city level, for exemple I am not sure the federal government could easily impose an countrywide lockdown even if it wanted to, and even if he had wanted to Trump couldn’t really have prevented the lockdown in New-York).

MikeSoys

So with Biden.. he's going to tackle covid, if he starts lockdowns that will impact markets? but he will need to have the funds in place possibly before starting to lockdown regions..mind you now that Trump is out we might not hear as much about covid problems in USA :-)

One More Toy

Biden wins, it'll be interesting to see futures tomorrow night

Treppen

roosterman71 wrote: »

What's going on with $CRON? Was tipped here some time back and I added to my watchlist. Has jumped in the last couple of days

All the green are going into the green. Supposedly pro-legalisation moves in the States on the back of Biden win.

Pity... After 3 years of holding $9 Canopy I'd had enough and dumped at $24 just last week, now it's at $30.
Still though I forgot about Aphria as I was waiting for a break even around $7 ... Seems they've bought a really good beverage brand in the US which has now been granted a spirit licence (they're all trying to get in on the liquor these days) , so I think I'll hold.

That was some 3 year rollercoaster, seems like things have stabilised now with a US reboot, have a few cannabio pharma stocks which are trash so maybe they'll get some wonder drug out of one at least.

I'd say canopy will drop around 20 again so might come back to it

Shedite27

Don't normally do thsi but wanted to dig into what felt like a good week. This is the WEEKLY gain of my 26 stocks :eek:

APPS +48%
LMND +46%
TTD +45%
SQ +28%
NET +24%
SE +18%
STNE +18%
WIX +16%
FSLY +16%
SPOT +15%
DOCU +15%
CRWD +14%
NVTA +14%
PTON +14%
SHOP +13%
OKTA +11%
VEEV +11%
DDOG +11%
PINS +10%
AMZN +9%
PYPL +9%
RDFN +8%
NOW +8%
SNOW +6%
TDOC +5%
TWLO +5%
GDRX +4%

Total of +15% gain for the week. Can we have another election next week please

Bob Harris

Personally I've no issue with Jim's posting - uncompromising as it may be. Talks a lot of sense and worth taking on board. I've pared down my holdings and looking for bigger holdings for longer and am in no rush to buy, happy to read up and track shares for months until getting in if I do.

For the record I can recall two tips one of which was a sector being title insurance in the US - up about 25% since it was mentioned.
The other was Nestle which is flat since. Given Jim's investing strategy of picking few and sticking with them long term it's hardly surprising he isn't throwing out tips every few days of an IPO or a biotech with a good pipeline.

[Deleted User]

manonboard wrote: »

Ah I know you have beef with Jim because his style of posting is to point out what he finds are other's mistakes. It can be abrupt for our culture to someone to speak as such...

Jim2007 wrote: »

Breaking even means you're loosing. You need to track your progress against a valid benchmark. And most often that should be a composite.

He'll appreciate this so.

There are two posters on here that have a very high opinion of themselves, and are likely to clash. Their tone is wrong in my opinion, but some wisdom can shine through, but I mostly skim read their posts. That way you get the best, life's too short.

This is a good thread to pick up stocks to START DD on. A lot of stocks have come good. Is it any better than a monkey throwing a dart... who knows. DYOR.

Jim2007

manonboard wrote: »

I think we did really well this week and the last 2 weeks considering all the events that are happening. My portfolio broke about even the last 3 weeks, which im very pleased with. Scary couple of weeks near the beginning of that period.

Breaking even means you're loosing. You need to track your progress against a valid benchmark. And most often that should be a composite.

manonboard wrote: »

Ah I know you have beef with Jim because his style of posting is to point out what he finds are other's mistakes.

I post in the hope the people stumbling upon this gobbledygook will not mistake it for investing.

Thargor

RIGOLO wrote: »

Yeah this market seems to be indestructible, impervious to balance sheets, pandemics, economic shutdowns, rising unemployment, increasing public and private debt.

But alot can happen between now and the inauguration, Im betting heavily on their being a further twist in the tail that will shine a light on some issues that have been ignored for a while.

Good week all round Id say for everyone we survived an epic election with portfolios intact. Have a great weekend everyone.
Looking forward to next week already, who knows we may even get a stock tip from this threads biggest hurler on the ditch.

Any chance you could shut up with the endless repetition? Its pure cringe listening to you. Id rather hear his take on things than your repetitive crap, you only showed up in here after getting barred from all the politics forums and Trump threads for your deranged ramblings there anyway, anyone taking investment tips from you would do well to go over your post history first and see what you actually are.

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.

I feel like I alerted a members club. That's it I'm buying my speedboat. :cool:

dxhound2005

jams100 wrote: »

Its simple.
Where can I put my savings and get a return that at minimum fights inflation? Nowhere.

You can certainly get a return which beats inflation this year.

https://www.cso.ie/en/interactivezone/visualisationtools/cpiinflationcalculator/

jams100

RIGOLO wrote: »

Yeah this market seems to be indestructible, impervious to balance sheets, pandemics, economic shutdowns, rising unemployment, increasing public and private debt.

But alot can happen between now and the inauguration, Im betting heavily on their being a further twist in the tail that will shine a light on some issues that have been ignored for a while.

Good week all round Id say for everyone we survived an epic election with portfolios intact. Have a great weekend everyone.
Looking forward to next week already, who knows we may even get a stock tip from this threads biggest hurler on the ditch.

Its simple.
Where can I put my savings and get a return that at minimum fights inflation? Nowhere.

Sure n26 one of the new banks are charging customers negative interest rates if you have over 50,000, I feel this is just the beginning and other banks are inevitably going to follow and probably with lower thresholds in the future.
Sure the likes of prize bonds won't even fight inflation unless you win big, which is slim

Then for the institutions its much the same, the only place you can get decent returns now are equities, so in the short term equities are safe in my amature opinion. (With the big names)

Anyway, sold Sony this week for a tidy 15% profit, bought redfin. Frustrated I missed out on redfin earlier in the year when someone om here pointed it out, plan is to play this one long term.

manonboard

RIGOLO wrote: »

..

I think we did really well this week and the last 2 weeks considering all the events that are happening. My portfolio broke about even the last 3 weeks, which im very pleased with. Scary couple of weeks near the beginning of that period.

I think this bodes really really well for the markets over the next medium term. I'm pretty concerned about the massive unemployment and job losses. I imagine alot of restaurants and small businesses didn't make it through. A consolidation of many sectors is on the cards. That works ok for me financially, as i have some of the larger companies which will likely eat the others up. Though, not favorable for mom and pop!

Ah I know you have beef with Jim because his style of posting is to point out what he finds are other's mistakes. It can be abrupt for our culture to someone to speak as such, however, to me, he has offered some very very sound advice, and clarity many times in this thread. I wouldn't be interested in his stock tips, I find his advice and recognition of silliness in some people's decisions to be worth more. The thread is not short of tips, but definitely could use experienced voices pointing out mistakes and offering caution.

Hope the beef stays silent and everyone just does their thing. It's a good thread, and i hope it stays that way.

RIGOLO

Shedite27 wrote: »

Biden having the presidency but not the senate was the perfect result for the markets, there'll be no dump on account of that (or we'd be seeing it today)

Yeah this market seems to be indestructible, impervious to balance sheets, pandemics, economic shutdowns, rising unemployment, increasing public and private debt.

But alot can happen between now and the inauguration, Im betting heavily on their being a further twist in the tail that will shine a light on some issues that have been ignored for a while.

Good week all round Id say for everyone we survived an epic election with portfolios intact. Have a great weekend everyone.
Looking forward to next week already, who knows we may even get a stock tip from this threads biggest hurler on the ditch.

Bob24

Timmaay wrote: »

Yep the republicans won't let his cgt reforms pass.

Indeed. While the dems open the floodgate of liquidity even more! (which will be quite a feat).

Timmaay

Shedite27 wrote: »

Biden having the presidency but not the senate was the perfect result for the markets, there'll be no dump on account of that (or we'd be seeing it today)

Yep the republicans won't let his cgt reforms pass.

Shedite27

Thargor wrote: »

Looks like Biden has it, anyone expecting a dump?

Biden having the presidency but not the senate was the perfect result for the markets, there'll be no dump on account of that (or we'd be seeing it today)

Thargor

Looks like Biden has it, anyone expecting a dump?

Nemeses2050

RIGOLO wrote: »

FWIW as fas as I can see peripherals are booming
.. my LOGITECH DEC21 calls were up this week , PLT (Plantronics) another peripherals play are booming, I was a quarter too early to jump on them so missed this fortnights ride. PLT popped considerably on their earnings beat

I have some dry powder going to pick up some CRSR, I know you have tipped them way back but based on LOGI and PLT gaining after earnings beats Im in.

Caveat Emptor : Calling how the market will react to earnings these days is near impossible to guarantee.

Agree it's tough to call post-earnings reaction...i'll hold with a tight SL...:D

I was hoping for a much bigger correction in IT stocks - I have a bit of dry powder too

@Kilboor - good call on upwork