Share Picks 2020

crushproof · 10-11-2020 01:02AM

I know many of you bought ill fated hares in TAW/A40 and suffered the highs and ultimately the lows.
This garbage is still appearing on my DeGiro portfolio and depresses me everyday. The stock was delisted ages ago so does anyone know how long it takes for Degiro to remove delisted non existent stocks?

10-11-2020 08:59AM

codrulz wrote: »

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.

I didn't call the top.... I stated a fact...... Now make your point.... You still havent made a point.
You sold at the top did you knowing it was the top.... Yeah.

I was wrong? How so.... I'm an investor not a wannabe day trader talking rubbish

Now, rr what's your point?

Nemeses2050 · 10-11-2020 09:12AM

Saganist wrote: »

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 ?

Not following it, check when their Quarterly results will be out, most of the stocks have been increasing upto the earnings date and then a sell off.

10-11-2020 10:05AM

As an investor for the long term I'm happy that I held my nerve over the last 8 to 9 months, didn't panic, sell any stocks just kept buying every few weeks in to the shares I felt had intrinsic worth.
I certainly wouldn't have been able to time the announcement of the vaccine to buy back in.
This is an expression of relief, not self-satisfaction because I don't like share-dealing as an amateur and would be investing in something more secure if there was any reasonable somewhat liquid option out there.

RIGOLO · 10-11-2020 10:20AM

Saganist wrote: »

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 ?

Well done.

I often spend a Sunday reviewing the upcoming earnings, normally I look a month out, but last Sunday I happened to look at this upcoming week.
PLTR jumped out for me.
PLTR report Wed. Its their first earnings report since their direct listing. They did not go the IPO route. Its Peter Thiel backed , very succesfull venture capitalist. Has government and military contracts
Im expecting it to do well and I have bought in.
But is it too close to yesterdays sesimic shock ?
Timing may be wrong even with a positive readout.

SCHW doing well, I still see it as one of my safe storage place, with room for more upside as the Ameritrade merger gets closer.

As the US weakens Asia strengtens, reports that 40 million first time internet users have been added in Asia this quarter. Maybe DOYU+HUYA will reflect this in their earnigns this week.

LAC might be oversold since yesterday with earnings today also .

Brookfield BAM doing great, thanks to the poster who led me to them . A great multi-sector conglomerate with divisions in the growing infrastructure , renewables and more importantly in emerging markets Asia and india , thats where growth is moving too it seems.

It will be interesting to see how UNITY report out gaming and using the gaming engine as a industrial design tool, lets see if those valuations match to the bottom line numbers .

And CRSR, seems now that we have a 25 million vaccine doses that need to be stored at -80 degs we no longer need headsets or keyboards.

Yesterday, what a ride made me feel good to be alive.

ceekay74 · 10-11-2020 12:19PM

Intel seems like one to watch for me. The price is good value and with if it drops much more with pressure on IT stocks it could be great value.

roosterman71 · 10-11-2020 12:22PM

ceekay74 wrote: »

Intel seems like one to watch for me. The price is good value and with if it drops much more with pressure on IT stocks it could be great value.

Intel have just been surpassed in the gaming chip world by AMD now. They had held an advantage there. AMD architecture is down at 7nm while Intel are still on 10 and struggling to get to 7. They are under serious pressure in the chip business. AMD have surpassed them in gaming (single threaded operations since the new Ryzen chips were launched) and Intel were already behind in the standard day to day operations of chips. There likely move is to reduce the chip costs to maintain market share. I'd give Intel a miss

ceekay74 · 10-11-2020 12:26PM

Thanks rooster. I knew amd had surpassed them but didn't know they were that far behind.

littlevillage · 10-11-2020 12:30PM

ceekay74 wrote: »

Intel seems like one to watch for me. The price is good value and with if it drops much more with pressure on IT stocks it could be great value.

You might just get your chance to buy later today

https://pageone.ng/2020/11/10/apples-latest-macs-could-start-a-new-chip-war/

Bob24 · 10-11-2020 12:52PM

roosterman71 wrote: »

Intel have just been surpassed in the gaming chip world by AMD now. They had held an advantage there. AMD architecture is down at 7nm while Intel are still on 10 and struggling to get to 7. They are under serious pressure in the chip business. AMD have surpassed them in gaming (single threaded operations since the new Ryzen chips were launched) and Intel were already behind in the standard day to day operations of chips. There likely move is to reduce the chip costs to maintain market share. I'd give Intel a miss

Also Apple are meant to announce their first computers using their own chips today (i.e. moving to the ARM architecture and ditching Intel chips).

Don’t know how much of an impact it might have on Intel, but it certainly isn’t tailwind. Apple alone doing this probably does have some type of material impact (although not catastrophic). But if this ends up being a trend and the PC industry decides to go they same way, then it is panic mode :-s

Liamo_mu · 10-11-2020 12:55PM

Netflix falling more in pre market. I'm already down on it after buying at 480 but think I'll pick up more.

It's a volitile stock but to me it seems the stock overreacted to news of a vaccine. People will still be stuck inside for months. Netflix subscribers should stay very good.

Before news of a vaccine yesterday Netflix was actually 522 on pre market. Anyone have any thoughts? I don't see any reason for it not to bounce back?

treatyman · 10-11-2020 01:24PM

Liamo_mu wrote: »

Netflix falling more in pre market. I'm already down on it after buying at 480 but think I'll pick up more.

It's a volitile stock but to me it seems the stock overreacted to news of a vaccine. People will still be stuck inside for months. Netflix subscribers should stay very good.

Before news of a vaccine yesterday Netflix was actually 522 on pre market. Anyone have any thoughts? I don't see any reason for it not to bounce back?

My opinion for what it's worth is people don't tend to unsubscribe from these types of luxuries. Netflix doesn't cost that much and I think once you've budgeted and paying for it, get hooked on a series or 2, just because you won't be confined to your house as much in the coming month doesn't mean you'll stop watching Netflix.

Liamo_mu · 10-11-2020 01:40PM

treatyman wrote: »

My opinion for what it's worth is people don't tend to unsubscribe from these types of luxuries. Netflix doesn't cost that much and I think once you've budgeted and paying for it, get hooked on a series or 2, just because you won't be confined to your house as much in the coming month doesn't mean you'll stop watching Netflix.

Basically my thoughts as well.

Apocalypse3 · 10-11-2020 01:49PM

Does anyone know a good guide to fill capital gain tax form, I've sold some shares in 2019, but those terms such as Aggregate consideration etc I don't understand how to fill it.

Bob24 · 10-11-2020 01:51PM

treatyman wrote: »

My opinion for what it's worth is people don't tend to unsubscribe from these types of luxuries. Netflix doesn't cost that much and I think once you've budgeted and paying for it, get hooked on a series or 2, just because you won't be confined to your house as much in the coming month doesn't mean you'll stop watching Netflix.

Broadly agreed that people who started subscribing to streaming services because of lockdowns will likely keep budgeting for this type of service when life gets back to normal.

Having said that, competition has been ramping-up. And due to special introductory offers and/or having too much time to watch TV quite many households probably ended-up with access to many of those services at the same time (Neflix, Disney, Amazon, Apple, HBO, etc).

At some point I suspect there will be some type of arbitrage with people deciding which one(s) to keep and which ones to stop paying for.

Not sure what exactly it means for Neflix though. As the dominant player they’ll probably resist pretty well. But I’d still quote increased competition and a possible return to “normal life” next year as potential headwind.

Liamo_mu · 10-11-2020 02:03PM

Bob24 wrote: »

Broadly agreed people who started subscribing to streaming services because of lockdowns will likely keep budgeting for they type of service when life gets back to normal.

Having said that, competition has been ramping-up and due to special offers and/or having too much time to watch TV quite many households probably ended-up with access to many of those services at the same time (Neflix, Disney, Amazon, Apple, HBO, etc).

At some point I suspect there will be some type of arbitrage with people deciding which one(s) to keep and which ones to ditch.

Not sure what exactly it means for Neflix though. As the dominant player they’ll probably resist pretty well. But I’d still quote increased competition and a possible return to “normal life” next year as potential headwind.

Yeah fair points I'm not planning on keeping Netflix long term like Apple. Maybe for six months or if I see a spike.

Wombatman · 10-11-2020 03:16PM

I jumped in again on Boeing yesterday. Expecting a double whammy of Covid recovery and 737 Max approval over the coming months.

10-11-2020 03:19PM

Wombatman wrote: »

I jumped in again on Boeing yesterday. Expecting a double whammy of Covid recovery and 737 Max approval over the coming months.

https://leehamnews.com/2020/11/09/pontifications-aircraft-prices-rents-plunge/

just because they have planes to sell, doesn't mean they'll make any money.

bfa1509 · 10-11-2020 03:25PM

Looks like the market hasn't a clue where it's going today (no more than myself)

Shedite27 · 10-11-2020 03:40PM

Bob24 wrote: »

Broadly agreed that people who started subscribing to streaming services because of lockdowns will likely keep budgeting for this type of service when life gets back to normal.

Having said that, competition has been ramping-up. And due to special introductory offers and/or having too much time to watch TV quite many households probably ended-up with access to many of those services at the same time (Neflix, Disney, Amazon, Apple, HBO, etc).

At some point I suspect there will be some type of arbitrage with people deciding which one(s) to keep and which ones to stop paying for.

Not sure what exactly it means for Neflix though. As the dominant player they’ll probably resist pretty well. But I’d still quote increased competition and a possible return to “normal life” next year as potential headwind.

I like Netflix, the more I get into the habit of turning on my TV and going to the Apps in my TV over picking up the Sky remote, the more it becomes a habit and just the go-to thing. More Apps (Netflix, Prime, Disney), the more it moves me away from Sky. I can see a time fairly soon when I'll quit my Sky subscription. Netflix have great control over their costs now with the amount of stuff they make themselves

Shedite27 · 10-11-2020 03:41PM

Wombatman wrote: »

I jumped in again on Boeing yesterday. Expecting a double whammy of Covid recovery and 737 Max approval over the coming months.

When Boeing gets the Max certified it'll pop more than any of the airlines

DutchYurt · 10-11-2020 03:57PM

Jaysus between Fasty and Edesa all my cruiseline and airline profit for yesterday is taking a hammering.

Edesa seems to be having an absolute nightmare since it's good news.

cronos · 10-11-2020 04:00PM

JFrog really is tanking. Down to $57 from my buy at $67

RIGOLO · 10-11-2020 04:02PM

Looks like NASDAQ is having a sell off, Jimbo (the CNBC Mad Money Jim Cramer) did call it saying a multi-day Nasdaq sell off was on the cards.
Could this be the valuation reckoning we all new was due . Beware how the big boys play, they will let you down so gently you wont even know you lost a packet until its too late.. I speak from experience.

Im going to pass on PLTR for now.

Asia Asia Asia.. seems to be where its at. Picking up some Lenovo when mkts open tonight.

As long as the VIX is high the volatility will provide opportunity , big trading houses are flat out picking pi's pockets.
Another sure sign .. when NIO turns red somethings going on

still it made a few bucks for many here .

SleetAndSnow · 10-11-2020 04:14PM

Any thoughts about $FCEL ? Might be a good buy with Biden becoming president maybe?

RIGOLO · 10-11-2020 04:21PM

China esports and streaming giants HUYA and DOYU are merging.
Anyone been tracking these and have info ? Both are majority owned by Tencent

HUYA will buy out DOYU , DOYU share holders recieving .73 HUYA shares for 1 DOYU. Earnings from both in the next 24 hours

At todays prices that looks like a premium if you buy DOYU.
HUYA 20.35 , DOYU 13.94 .. .... 20.35x0.73 = 14.8 !

Creation of a streaming giant with Tencent backing, Asia still an emerging mkt, 40 million new first time internet users, dollar weakening, the leader of the free world is now a man who cant distingusih between his granddaughter and a son he lost 20 years ago, and a premium to boot. Im in maybe the Chineese have gotten better abacuses to improve their bookkeeping.

10-11-2020 04:24PM

p to the e wrote: »

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

Yup, strange really. Covid vaccine won't deter them from their main projects/focus.
I bought more 4d yesterday after Ctrip after it spiked......... market reaction was OTT to both IMO. Glad to be out of Ctrip now.

Bob24 · 10-11-2020 04:32PM

Shedite27 wrote: »

I like Netflix, the more I get into the habit of turning on my TV and going to the Apps in my TV over picking up the Sky remote, the more it becomes a habit and just the go-to thing. More Apps (Netflix, Prime, Disney), the more it moves me away from Sky. I can see a time fairly soon when I'll quit my Sky subscription. Netflix have great control over their costs now with the amount of stuff they make themselves

For sure the likes of Sky and Virgin media have the most to lose in terms of broadcasting subscribers.

Having said that from a consumer’s perspective I don’t think there is any savings to cheers about: as people are stopping their premium TV subscriptions, those companies are increasingly relying on their broadband service to make money, and since there isn’t much competition they are hiking prices for “naked” broadband to make-up for the lost revenue with TV subscriptions.

JohnnyFlash · 10-11-2020 04:46PM

Tesla looking very vulnerable.

Nemeses2050 · 10-11-2020 04:47PM

CRSR blows away estimates and still down

OPK health flying

regards Netflix, there's too many streaming sites now and Netflix won't be seeing the same robust growth going forward...so may be that explains why its down

Share Picks 2020

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