Share Picks 2020

helimachoptor · 09-11-2020 03:57PM

riddles wrote: »

not good

drive wealth was having issues well but is back up now

Nemeses2050 · 09-11-2020 03:59PM

Anyone planning on buying don't jump in yet, let these euphoric reaction settle down...

I'm up nearly 40% on RR, thinking of selling them....my other travel/Oil names have a bit to go...will hold them.

Shedite27 · 09-11-2020 03:59PM

Bit of perspective on some of the huge gains.
American Airlines - was $30 in Feb, rallied 15% from $11 to $13 today.
Carnival Cruises - was $50 in Feb, rallied 30% from $13 to $18 today
Hyatt Hotels - was $88 in Feb, rallied 20% from $56 to $67 today.

No need to rush into these, they'll be growing back to their market cap as the vaccine gets rolled out and we get back to life

09-11-2020 04:07PM

Shedite27 wrote: »

............

No need to rush into these, they'll be growing back to their market cap as the vaccine gets rolled out and we get back to life

Indeed, some of them might well never recover fully also.

DutchYurt · 09-11-2020 04:36PM

Hey Folks, I'm back took a much needed break to celebrate a few things in life and today was my first day checking my degiro.

What a day!

Been holding Norwegian Cruise since March an IAG since the the rights issue so it's great to see, made a dent in my fastly mess.

Thinking of nipping more into 4D as its trailing around the 1.08 spot
Edesa seems to be in a holding pattern but I checked there was huge insider trades last week surely a sign of good things to come!
DS Smith seems to have made a nice recovery in the last two weeks also.

Best of luck to all this week, hope you're staying positive and testing negative

rugbyman · 09-11-2020 04:38PM

Skippy along wrote: »

DEGIRO Down due to tec difficulties

Fortunately for me it was still working while I sold all 9000 shares in BIRG,having bought them on fridays fall.
2 k euro profit, doubt I will ever do as well again
Whew

Take Your Pants Off · 09-11-2020 04:43PM

A bit of a stupid question, but if you don’t subscribe to a rights issue, and your rights get sold, do you get the money?

For instance I was entitled to RR rights, but I didn’t opt for it. It had allowed me to buy 130 stocks for a total of 47€. Do I get the 47€ if I reject it?

One More Toy · 09-11-2020 04:51PM

What a day, I've never seen such euphoria in 10 years

Ryanair up sharply as is visa
Draftkings not up as much as I hoped it would pop

And then the boring index funds killing it

I'm still worried about this mink farm strain, be cautious everyone. Let the dust settle today

Mickiemcfist · 09-11-2020 04:59PM

One More Toy wrote: »

What a day, I've never seen such euphoria in 10 years

Ryanair up sharply as is visa
Draftkings not up as much as I hoped it would pop

And then the boring index funds killing it

I'm still worried about this mink farm strain, be cautious everyone. Let the dust settle today

Yea I agree with this, I don't think we're out of it yet.

Also, Ryanair seems hugely overvalued. How is it only c10% off it's pre-covid SP.

Mickiemcfist · 09-11-2020 05:06PM

Another stock I'm thinking of is Moderna, I now it's priced high @ $77 since it started work on the Covid vaccine, however it's using mRNA technology, Pfizer seems to have proven it's efficacy using their own mRNA vaccine. I know there's a lot more to vaccines than using the right technology but Pfizer seems to at least be proving the concept. They use this technology in most if not all their pipeline so for me this improves the outlook but the price hasn't moved much.

p to the e · 09-11-2020 05:07PM

Cineworld up 38% and counting. I think this all very knee jerk reaction.

Timmaay · 09-11-2020 05:11PM

UMC hitting the 6$ also, nice 60% gain for me thanks to whatever randomer here who tipped it.

p to the e · 09-11-2020 05:28PM

I see 4D Pharma dropped significantly on word of the Covid vaccine

jams100 · 09-11-2020 05:30PM

Uber at an all time high despite a raging pandemic

Something I didn't see coming when I sold at 36 a month ago

Treppen · 09-11-2020 06:32PM

Novacyt for the long haul it is then!

Bob Harris · 09-11-2020 06:36PM

Treppen wrote: »

Novacyt for the long haul it is then!

Got hammered today I saw but the 'we nearly have a vaccine you won't need testing/diagnosis' is typical market overreaction. We are still months away from a vaccine being available and it's effectiveness in the wider public at protecting people from infection are unproven.

4D which I do hold are down a good bit too but I think their efforts for vaccine development are minimal and looks like a case of guilty by association.

Wombatman · 09-11-2020 06:36PM

Went for a bit of FTI. Hoping to check out around $10-
CEO also. Hoping to get to $140-

riddles · 09-11-2020 07:19PM

Any opinions on GEVO looks like it could be ready for a jump?

TDOC OTRK AMWL anyone think all these are oversold? Have made a nice bit selling and re-buying but now I looks like I am potentially holding here.

CLOUDMD SOFTWARE+SERVICES 6PH.F was looking at .90 cents forgot about it checked again and it was 2€ - any opinions, also any benefit or otherwise to buying it off the TSX (doc)

Was holding norwegian since june at 20$ got out today at 23$ and was happy to do so it was a rash purchase on a new Degiro account.

Am looking to off-load carnival also.

Also Shell am currently -17% on it even after the recent gains

And finally citigroup was up 15% at one stage got greedy and waited was suddenly down 20% - currently -8%, a few weeks ago prognosis have the fundamentals changed that much since then? Better to cash out or?

retalivity · 09-11-2020 07:21PM

Take Your Pants Off wrote: »

A bit of a stupid question, but if you don’t subscribe to a rights issue, and your rights get sold, do you get the money?

For instance I was entitled to RR rights, but I didn’t opt for it. It had allowed me to buy 130 stocks for a total of 47€. Do I get the 47€ if I reject it?

I don't know whats going on with RR, I opted for the rights, and I thought my order was executed last week, but the rights and the new shares puchased have disappeared, but I don't appear to have been refunded for what I bought either. I see an email from Degiro on technical issues as well, hopefully its related to that.

RIGOLO · 09-11-2020 07:57PM

Treppen wrote: »

Novacyt for the long haul it is then!

Certainly took a beating. I said in an earlier post that was one of the risks, a vaccine, as did NUMIS their broker in one of their note's.
I took alot off the table as I watched it fall, but it was all significant gains as is.
And then on the drop I bought back in . I still think we will need testing going forward.
The vaccine wont hit the streets for another 3 months if not longer, so still plenty of testing to be done.
What can you say, no one can go to a cinema or go on an actual cruise but they all jumped double digits, whereas everyone in the world needs a regular covid test asap and diagnostics dropped.

If one was cynical enough you'd almost think it was planned, 3 business days after election we get very positive vaccine news, then multiple trading platform crash , pi's stop losses are taken out and retail investors cant buy into the pop.
I wonder where the bottleneck for the platforms that crashed was, was it in their cloud infrastructure.

Anyways plenty earnings to come this week, it will be interesting to see how the market reacts. Looking forward to PLTR, DOYU, HYLN, GEVO, LAC, CRSR among others.
A day for the ages, this is why I love this game, brutalism par excellence.

codrulz · 09-11-2020 09:02PM

Augeo wrote: »

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

I'll leave you to check today's high and decide for yourself.

Nemeses2050 · 09-11-2020 09:21PM

Even if the Vaccine is out, one would still need to be tested... I'm looking to open a position in OPK health.

Today is not the time to pick recovery stocks when they're up 20-30%. Since Vaccine is not that far definitely keep an eye on them but wait for this Euphoria to die...

Just read they're planning for EU wide lock-down

http://www.breakingthenews.net/news/details/53737420

bilbot79 · 09-11-2020 09:33PM

Got a few cruise lines and airlines recently and just took profit there. There's been many drugs and cures (e.g. remdesivir) that haven't delivered. Plus I still don't think people and governments are ready to give business back to these companies yet. Furthermore Im hearing about new stimulus measures being lame if anything at all

Timmaay · 09-11-2020 09:51PM

Nemeses2050 wrote: »

Even if the Vaccine is out, one would still need to be tested... I'm looking to open a position in OPK health.

Today is not the time to pick recovery stocks when they're up 20-30%. Since Vaccine is not that far definitely keep an eye on them but wait for this Euphoria to die...

Just read they're planning for EU wide lock-down

http://www.breakingthenews.net/news/details/53737420

Today feels very alike that random day back in June when Europe thought it was opening fully back open, I remember well buying Airbus and IAG on that day half expecting a full V recovery, and that didn't end well for me at all ha.

And yep Novacyt, for better or worse I'm happy that I don't have a hard stoploss set on it (I'm only swing trading it), maybe I will need to accept a loss on it but today was not the day to sell, I'll let it hopefully get back towards 9stg before deciding what to do.

09-11-2020 09:57PM

codrulz wrote: »

I'll leave you to check today's high and decide for yourself.

Today's high?
Why not today close?

RR was heading downwards long before covid came along.

I'd like to think most folk realise that preCovid prices may or may not be seen again... Past performance etc etc. Investing basics

Liamo_mu · 09-11-2020 10:03PM

Netflix down a decent amount today cause of the Vaccine news I assume. Would hardly think that is actually relevant to Netflix so might put more in on it tomorrow.

codrulz · 09-11-2020 10:13PM

Augeo wrote: »

Today's high?
Why not today close?

RR was heading downwards long before covid came along.

I'd like to think most folk realise that preCovid prices may or may not be seen again... Past performance etc etc. Investing basics

Because the close doesn't matter, the volatility does, you basically called the top for RR as it had rallied 45%... within an hour, RR was ~100% up on the day.

You were wrong today, move on.

RobAMerc · 09-11-2020 10:13PM

anyone any thoughts on TWILO ?

Seems to be a decent company well run, some good acquisitions - seems to have taken a hammering today, buy op ?

DutchYurt · 09-11-2020 10:22PM

Edesa and Fastly on a poor ending today.

Really hoping they have some upward trend soon!

I sold the last of my cannabis shares the day before they soared like 100% too. Funny that, still wouldn't go near them!

I'm going to keep an IAG for a while and might dip my toe in again once everything has settled down a bit. This vaccine news is a total overreaction, that was a corporate press release and the findings haven't been verified by an independent body. Then again nothing makes sense any more so that makes sense.

Saganist · 09-11-2020 10:26PM

Hi,

I'm new to buying stock and have a n00b question. I bought Palantir ( PLTR ) a few weeks ago at $9 a share.

It's up over 50% as of today. Good time to sell ? Any opinions ?

Share Picks 2020

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