Share Picks 2020

jams100 · 09-11-2020 01:38PM

Shedite27 wrote: »

Vaccine announced.

Anyone owning Airlines, Hotels, Cruises - this will be a good day

Your tech heavy portfolio might take a bit of a bashing? Certainly won't be realising the gains today

Wonder what this means for tech now, its at best a stable sector for the foreseeable, don't see it crashing either, the way we do things have changed for the long term

Nemeses2050 · 09-11-2020 01:40PM

sirboby wrote: »

So is it time to start selling things?

if you're in Green by good percentage I would sell...I don't think this Euphoric rally will last long...and may be time to adjust your portfolio now...look at stocks which will benefit with the vaccine especially travel and tourism

roosterman71 · 09-11-2020 01:41PM

I expect Zoom to fall somewhat today now at least for the short term while the vaccine hype exists. Then the realisation that its 12/18 months away from mass vaccinations should see it recover as it's service is still going to be needed for the medium term.

I reckon it's overvalued though now and may not represent good value. Would it be on to short?

TimeToShine · 09-11-2020 02:02PM

Hostelworld still looking very undervalued even with the 10% jump today. Cruiseliners gone through the roof as expected.

Shedite27 · 09-11-2020 02:05PM

jams100 wrote: »

Your tech heavy portfolio might take a bit of a bashing? Certainly won't be realising the gains today

Wonder what this means for tech now, its at best a stable sector for the foreseeable, don't see it crashing either, the way we do things have changed for the long term

Think I deserved it after that post Friday

Tech will fall a bit for sure, if nothing else people will want to move money to the recovery stocks.

theballz · 09-11-2020 02:10PM

CORONAVIRUS VACCINE: ZOOM SHARE PRICE PLUNGES AFTER NEWS ON PFIZER JAB
https://www.independent.co.uk/life-style/gadgets-and-tech/coronavirus-vaccine-zoom-share-price-b1719628.html

Tech stocks going to be hit hard today.

AmberGold · 09-11-2020 02:18PM

Can help wondering if Pfizer stalled on releasing this news so Trump wouldn't get a boost pre election...

sirboby · 09-11-2020 02:21PM

Nemeses2050 wrote: »

if you're in Green by good percentage I would sell...I don't think this Euphoric rally will last long...and may be time to adjust your portfolio now...look at stocks which will benefit with the vaccine especially travel and tourism

Sold some strong winners, Very happy about that as they all seem to have dropped at least partly since I sold.

I bought more 4D Pharma on the 10% drop, I don't think its value came from covid, it's in the green since my purchase and seems to be recovering back to ~125

4D also have many results coming out in the next 2ish weeks so that could cause another bump for me to sell the excess i picked up today.

Mickiemcfist · 09-11-2020 02:28PM

roosterman71 wrote: »

I expect Zoom to fall somewhat today now at least for the short term while the vaccine hype exists. Then the realisation that its 12/18 months away from mass vaccinations should see it recover as it's service is still going to be needed for the medium term.

I reckon it's overvalued though now and may not represent good value. Would it be on to short?

I was thinking this this morning, very tempted to pull the trigger.

ADZAM · 09-11-2020 02:38PM

ADZAM wrote: »

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

Eventbrite (+26.38%) - I knew there would be a post covid-19 world

LawBoy2018 · 09-11-2020 02:41PM

Pfizer a good buy do ye think?

codrulz · 09-11-2020 02:48PM

LawBoy2018 wrote: »

Pfizer a good buy do ye think?

Well, will gap up >15% at open.. prob still some room to run from there but IMO you'd be better off getting into travel stocks, airlines, aercap, Rolls Royce if you want to take a post-covid stance

Mickiemcfist · 09-11-2020 02:52PM

Macerich may also be a good retail property play, up nearly 20% pre open, but at that its still around a quarter of its pre covid value.

jams100 · 09-11-2020 02:54PM

Just realised that the total profit or loss figure on degiro seems to be wrong.

When I add up my deposits - withdrawals and take that away from the balance shown on my degiro account I appear to have nearly twice the profit than the Total +/- suggests

Is this the same for other people?

Liamo_mu · 09-11-2020 02:58PM

I have a decent bit in cruise lines. The question is do I sell today expecting a dip and then buy it back. Or do o just hang on for even longer.

Timmaay · 09-11-2020 02:59PM

I don't mean to get policial here, but poor Trump, only by afew days did he miss being in the limelight for the great covid solution, and also missed out on the Dow finally hitting all time highs and over 30k post the Corona crash lol.

09-11-2020 03:03PM

codrulz wrote: »

Well, will gap up >15% at open.. prob still some room to run from there but IMO you'd be better off getting into travel stocks, airlines, aercap, Rolls Royce if you want to take a post-covid stance

The obvious ones have all gone up ........... RR up 45% by 1pm.
The market has reacted.

Skippy along · 09-11-2020 03:08PM

Timmaay wrote:

I don't mean to get policial here, but poor Trump, only by afew days did he miss being in the limelight for the great covid solution, and also missed out on the Dow finally hitting all time highs and over 30k post the Corona crash lol.

Oh would have loved to have seen his orange face turn red

littlevillage · 09-11-2020 03:10PM

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 ?

£ABF up 19% today

dinneenp · 09-11-2020 03:21PM

Covid-19 vaccine candidate is 90% effective, says manufacturer

Pfizer pre market price about $41.99, currently $36.40. Value in buying them when the market opens?

Timing belt · 09-11-2020 03:22PM

Liamo_mu wrote: »

I have a decent bit in cruise lines. The question is do I sell today expecting a dip and then buy it back. Or do o just hang on for even longer.

I would crystallise it and buy back you will loose out a bit on tax but it’s money in the bag especially with the second strain of covid from mink farms on the horizon which the vaccine will probably not work on.

peterofthebr · 09-11-2020 03:26PM

Timing belt wrote: »

I would crystallise it and buy back you will loose out a bit on tax but it’s money in the bag especially with the second strain of covid from mink farms on the horizon which the vaccine will probably not work on.

agree, covid from mink farms ..their still finding how far this has spread. Now that Trumps gone i didn't think we would be hearing much about covid anymore

..DOW futures surge by 1300 points!!!

Bob Harris · 09-11-2020 03:27PM

dinneenp wrote: »

Covid-19 vaccine candidate is 90% effective, says manufacturer

Pfizer pre market price about $41.99, currently $36.40. Value in buying them when the market opens?

They're going to open at more or less wherever the pre-market price is at the bell. You wont getting them at 36.40$ anyway.

My rule is never buy at the bell, let the dust settle a bit, seen too many spikes on opening only to watch them drop like stones when the initial euphoria dies down.
You'll probably find that stocks who benefit from the vaccine will do a lot better than the company making it. The like of cruises, hotels, airlines.
The vaccine is part of Pfizers business but being able to fly or not is everything to an airline.

codrulz · 09-11-2020 03:27PM

Augeo wrote: »

The obvious ones have all gone up ........... RR up 45% by 1pm.
The market has reacted.

and still down ~60% YTD...

09-11-2020 03:40PM

codrulz wrote: »

and still down ~60% YTD...

Your point?
There's still value there as it's 60% off previous highs?

bfa1509 · 09-11-2020 03:45PM

It's hard to know how to read this. Any swift moves are more likely to get punished now than rewarded.

Shedite27 · 09-11-2020 03:51PM

Timmaay wrote: »

I don't mean to get policial here, but poor Trump, only by afew days did he miss being in the limelight for the great covid solution, and also missed out on the Dow finally hitting all time highs and over 30k post the Corona crash lol.

Trump, Covid and Kerry defeated in a week - 2020 is looking up

Skippy along · 09-11-2020 03:51PM

DEGIRO Down due to tec difficulties

Shedite27 · 09-11-2020 03:51PM

Bob Harris wrote: »

My rule is never buy at the bell, let the dust settle a bit, seen too many spikes on opening only to watch them drop like stones when the initial euphoria dies down.

Have the same rule. Buying in the first hour has never worked out well for me

riddles · 09-11-2020 03:53PM

Skippy along wrote: »

DEGIRO Down due to tec difficulties

not good

Share Picks 2020

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