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Share Picks 2020

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RIGOLO

PLTR I think this dip is partly manipulated . Did a bit of more research on this crowd and it leads me to add another tranche of PLTR.

DOYU and HUYA doing well , seems alot of Asian tech stocks on the up, BABA, JD whilst US based ones are flat... is this a sign of the rotation to Asia emerging markets I spoke about earlier this week.

DutchYurt

Increased my position in 4D Pharma again, I think it might go lower to 90 again, but once it hits the NASDAQ it'll climb. They have alot in their pipeline keep a keen eye on it!

DilD

Jim2007 wrote: »

If they were priced so efficiently why would they fall? After all according to you every scenario has been priced in? The reality is that the EMH is just a theory and stock prices are highly speculative in the short run.

No it won't, most of the speculators could not take a set accounts apart if their lives depended on it. It's just group think, nothing more. That is why we have wirecard, worldcom, enron etc... and that is why people will continue to have such losses. In every case the signs were there, the questions were being asked, but ignored or brushed aside by analysts and speculators who failed to do their homework.

I don't believe in the EMH, otherwise how would we make money. Simply stating that often stocks fall on a good earnings report as the smart money buys in anticipation of a positive report and then sell once it reports, hence the saying buy the rumor sell the news.

Yes it will. I think we are trying to make the same point here regarding fundamentals? Companies often use accounting tricks to continue to display positive fundamentals even though the company may be running into trouble... Let's not pretend analysts are efficient in selecting stocks! You think a falling price isn't a sign of trouble in a stock?

There is no discussion here, different investing strategies require different rules and beliefs, there is no right or wrong. Simply pointing out to OP why stocks often fall on good reports.

RIGOLO

Jim2007 wrote: »

So what? It was part of a regular exercise, it happens all the time. And it will be fully reviewed.

Over twenty five years ago myself and four others holding senior positions at a certain US multinational happened to sell our positions at the very highest price the share has ever hit (even today). And it took the SEC investigators nearly three months to sign off on it.

It's never a good idea to hold most of your portfolio in the company you work for so selling of positions is a regular event.

ahh so thats the stocks you trade in ..rsus , options , employee purchase programs
That explains why you dont trade the markets or have any tips for a stock , the stocks you traded was 25 years ago and were gifted to you.

PLTR flying ..

Just to explain to Jim , Palantir is a company on the NYSE, everyday millions of shares are traded and generally people try to buy low and sell high , these popele arent working for Palantir and didnt get them for turning up to the office, they are investors who are in the trenches trading on a regular basis..

try it some time

Jim2007

Limpy wrote: »

https://amp.cnn.com/cnn/2020/11/11/investing/pfizer-ceo-albert-bourla-stock-sale-vaccine/index.html

So what? It was part of a regular exercise, it happens all the time. And it will be fully reviewed.

Over twenty five years ago myself and four others holding senior positions at a certain US multinational happened to sell our positions at the very highest price the share has ever hit (even today). And it took the SEC investigators nearly three months to sign off on it.

It's never a good idea to hold most of your portfolio in the company you work for so selling of positions is a regular event.

Jim2007

sirboby wrote: »

Wait, are you for or against active investing? I agree that there are always discrepancies that we can take advantage of but I thought from your earlier posts you had more of a passive investing mindset.

If you're investing in individual stocks, you're definitely not following a passive strategy.

Shedite27

Limpy wrote: »

https://amp.cnn.com/cnn/2020/11/11/investing/pfizer-ceo-albert-bourla-stock-sale-vaccine/index.html

This is a non-story IMO. He planned the sale on Aug 19th when the share price was at $38. He sold it at $41 - not a huge bump to be fair. And it's not like he cashed out all his shares, it was only about 20% of his holding.

The Moderna was different, they sold shares the day before they did a share issue. They knew the stock price would be smaller the day after they sold their stock. Very close to insider trading.

Limpy

https://amp.cnn.com/cnn/2020/11/11/investing/pfizer-ceo-albert-bourla-stock-sale-vaccine/index.html

RIGOLO

sirboby wrote: »

Wait, are you for or against active investing? I agree that there are always discrepancies that we can take advantage of but I thought from your earlier posts you had more of a passive investing mindset.

Jim is the ultimate PASSIVE investor..
so passive he doesnt even buy stocks.. you cant get more passive .. ...

sirboby

Jim2007 wrote: »

If they were priced so efficiently why would they fall? After all according to you every scenario has been priced in? The reality is that the EMH is just a theory and stock prices are highly speculative in the short run.

Wait, are you for or against active investing? I agree that there are always discrepancies that we can take advantage of but I thought from your earlier posts you had more of a passive investing mindset.

RIGOLO

Treppen wrote: »

Ncyt up again. Think it was a bit of a shake down.

tell me about it.. as I posted a few days ago I sold as it dropped and have been accumulating in the last 3 days .. Ive ended up with more shares.. and am happy.
Due an RNS ... everyone has realised they dont have a fridge that can hold a vaccine at -90 degs.

I see Jim (not Jim Cramer the other Jim) made a post , Ive not read it .. someone let me know if he put a tip in there or was it more pontificating.

Jim2007

DilD wrote: »

Stocks are forward looking, they price in any possible scenario in advance, that's why stocks often fall on good earnings.

If they were priced so efficiently why would they fall? After all according to you every scenario has been priced in? The reality is that the EMH is just a theory and stock prices are highly speculative in the short run.

DilD wrote: »

For me, that's why I follow price action and not just fundamentals. If a stock is running into trouble, price will tell you well before the fundamentals will.

No it won't, most of the speculators could not take a set accounts apart if their lives depended on it. It's just group think, nothing more. That is why we have wirecard, worldcom, enron etc... and that is why people will continue to have such losses. In every case the signs were there, the questions were being asked, but ignored or brushed aside by analysts and speculators who failed to do their homework.

Treppen

Ncyt up again. Think it was a bit of a shake down.

Treppen

dashcamdanny wrote: »

Aurora ACB might be a bit of a steal right now.

They are planning something i rekon, yet to be announced later this week.

Over on r/weedstocks ACB was the poster boy 2 years ago, but I think they burnt through cash like anyone's business. I got a little burnt but got out in time. Who knows though.

DutchYurt

dashcamdanny wrote: »

regardless. its gone up 2 bucks from $6 to $8 since I posted that earlier . If it breaks 8.30 this evening, i think it may rocket. Peltz. Resigned years ago from Aurora. Miguel Martin , is leading them into a new era. A very accomplished manager. Aurora are the biggest giant in the industry.

Years ago? He was appointed in March 2019 as strategic advisor and stepped back in Sept 2020.. sounds like you've already drank the cool-aid. Best of luck pal.

DilD

Scuid Mhór wrote: »

... It's only going up from here in the long term.

Be careful thinking like this, just saying. Plenty big players went bust thinking this way, no such thing as a sure thing in the market. Hopefully you're right, not just for now but during your intended holding period.

Scuid Mhór

RIGOLO wrote: »

Held off on PLTR yesterday , market was still settling after Biontech monday and I took heed from Jim Cramer.But have reassessed and am going for it. I dont regret any missed losses due to this delay, again its good to practice various habits of trading .

Market seems to be swinging back in favour of tech and software, lets see if it holds another day. CRSR profit I hardly knew you , your back in the game , on PLTR.

Noobs I do not recommend you jump right into swing trading and do this type of stuff. Maybe as Im one of those old distinguished white dudes the world has come to despise I need to create my own excitment in my life.
There is an awful lot to be said for holding and investing long term, Ive plenty already tied up in that.

For now me personally I think the VIX is screaming that swing trading will give returns. And I checked that no biotech has an earnings call in the next 24 hours, Id be surprised if any did release news given the market couldnt absorb more, so we have a window where no magic vaccine other than Putins Potion is going to be announced.

I'm extremely new to this with only a couple hundred euro capital to my name -- but I've put down 30% of my worth in PLTR with the intention of playing an extremely long game. It's only going up from here in the long term.

Mister Vain

Is now a good time to buy NIO?

DilD

Cpfm wrote: »

I bought into DDOG last month, now I'm down almost 16% after posting great q3 results..don't understand that tbh. noob problem I guess.

Stocks are forward looking, they price in any possible scenario in advance, that's why stocks often fall on good earnings. Positive moves usually happen in anticipation of an earnings report, then after it reports it can have the opposite effect (the smart money so to speak). You'll also see stocks rally on poor earnings for the same reasons.

For me, that's why I follow price action and not just fundamentals. If a stock is running into trouble, price will tell you well before the fundamentals will.

Cpfm

Curious Geroge wrote: »

Any thoughts on DataDog DDOG - seems to have suffered the fate of many companies, a bad day following good results.

I bought into DDOG last month, now I'm down almost 16% after posting great q3 results..don't understand that tbh. noob problem I guess.
They have won 100's of new customers in the last Q and their product is excellent. I work in that space and I'd but their product.

Sticking with them as the trend seems to be to knock good results and climb back.

Also reading that SBBP is worth looking at, $2.45 at the moment, though with so much Pharma coverage at the moment it might be all noise.

dashcamdanny

DutchYurt wrote: »

I can not express enough how much you should stay away from that company, there has been a partnership or peltz to score a deal or something up their sleeve for about 3 years now. Their management team are idiots. They upgraded their revenue targets by 12% or something along those lines a week before earnings then missed them? WHO does that. Then the CFO announced they wouldn't turn a profit until 2021.

There are much better weed companies. I'm just a stranger on the internet but I will always call that company out for the sack of **** it is. The only thing keep it afloat after the reverse split is yolo robinhood traders.

regardless. its gone up 2 bucks from $6 to $8 since I posted that earlier . If it breaks 8.30 this evening, i think it may rocket. Peltz. Resigned years ago from Aurora. Miguel Martin , is leading them into a new era. A very accomplished manager. Aurora are the biggest giant in the industry.

Nemeses2050

Jaysus yesterday there was a blood bath on NASDAQ, today its like they don't give a flyings pig.

FVRR n Upwork on fire

Asana is at its lowest since IPO, their Quarterly earnings are due mid-Dec it would be a good idea to look at them now. May be we can look at cyclicals too.

Saganist

MDB has recovered a good bit on the last few weeks. I went in in Sept and initially saw a good uptick. That was slowly eaten into over the last few weeks but looks better today.

Curious Geroge

Any thoughts on DataDog DDOG - seems to have suffered the fate of many companies, a bad day following good results.

DutchYurt

dashcamdanny wrote: »

Aurora ACB might be a bit of a steal right now.

They are planning something i rekon, yet to be announced later this week.

I can not express enough how much you should stay away from that company, there has been a partnership or peltz to score a deal or something up their sleeve for about 3 years now. Their management team are idiots. They upgraded their revenue targets by 12% or something along those lines a week before earnings then missed them? WHO does that. Then the CFO announced they wouldn't turn a profit until 2021.

There are much better weed companies. I'm just a stranger on the internet but I will always call that company out for the sack of **** it is. The only thing keep it afloat after the reverse split is yolo robinhood traders.

dashcamdanny

Aurora ACB might be a bit of a steal right now.

They are planning something i rekon, yet to be announced later this week.

RIGOLO

PHG wrote: »

Just buy the FT Weekender, will give the highlights for the week

great tip..

Its a great read, one of the best weekend papers about and something in it for everyone from gardening to Wall St . Normally takes a whole week to get thru all the sections.

Check out Merryn Somerset Webb ... love her column... and Alphaville , Tyler Brule among others

And they have a great tech section, I recall reading an article years and years ago early 2000s about a small British company a bunch of boffins working on some chips for Apple, a company call ARM 20 people or so .... Softbank ended up buying them for 30billion in 2016 .. hidden gems in that paper. .

PHG

riddles wrote: »

Is a subscription to the FT a valuable information source or is there a decent recommended alternative thx

Just buy the FT Weekender, will give the highlights for the week

RIGOLO

Held off on PLTR yesterday , market was still settling after Biontech monday and I took heed from Jim Cramer.But have reassessed and am going for it. I dont regret any missed losses due to this delay, again its good to practice various habits of trading .

Market seems to be swinging back in favour of tech and software, lets see if it holds another day. CRSR profit I hardly knew you , your back in the game , on PLTR.

Noobs I do not recommend you jump right into swing trading and do this type of stuff. Maybe as Im one of those old distinguished white dudes the world has come to despise I need to create my own excitment in my life.
There is an awful lot to be said for holding and investing long term, Ive plenty already tied up in that.

For now me personally I think the VIX is screaming that swing trading will give returns. And I checked that no biotech has an earnings call in the next 24 hours, Id be surprised if any did release news given the market couldnt absorb more, so we have a window where no magic vaccine other than Putins Potion is going to be announced.

RIGOLO

Nemeses2050 wrote: »

CRSR blows away estimates and still down

What a difference 24 hours make. Im in and out like the bishop and the nun ,
Thanks for the tip.
Happy with a small profit. People understimate the power of small gains compounding over time, plus it hones the skills in having a plan, executing the plan and exiting , even if theres some potential profit left on the table down the road. We all trade the same stocks but each has a different plan, timeframe and goals.

Solid company all the same good luck .