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Share Picks 2020

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Nemeses2050

Atlas_IRL wrote: »

Done well recently with Nio, Palantir and Fisker, they are my main three top holds which I won't sell.
Also a couple from mywallst like PINS & pager duty.

I just sold 50% of my Fisker, riding on the EV wave.
Not sure it'll hold for long though.

DutchYurt

The US ban on tiktok didn't go through (was meant to be yesterday) so Fastly was 6% up pre market. currently at +2% might be the start of a big recovery.

Edesa continues to break my heart.

Alteryx is nearly in the buy zone for me again, if it drops below 110 I'll go in.

Bloom energy is one I've been keeping an eye with its hydrogen road map, if it goes below 15 again I'll go in.

Nemeses2050

RIGOLO wrote: »

and just like that PLTR are back in green up 6%
So do I tell her when her mother brings her home from school we are green and she better hit me now for those Fornite v-bucks before the Friday sell off ?

BRH , RMS, CBAT, NIO, LI all seeing some nice action since reentry, happy ending for the week.
That is a plus side of an agressive trading week, it gets you in the game and willing to hit the enter button and not be humming and hawing...

Congrats to everyone, this week we win even if BNTX and their vaccine knocked 5 years off all our lives, some of you can afford it, I dont have 5 to spare... have a great weekend everyone .

PLTR making a good U turn for you

. Excellent week so far, CRSR n Fisker had a great run for me.

You too have a great weekend.

Browney7

Kilboor wrote: »

This NIO saga will not end well at all. 65 billion market cap? Bigger than general motors? This isn't the next Tesla, it doesn't have even half the characteristics Tesla had.

Even growth potential it's ridiculous, the company was massively struggling to gain a foothold in the Chinese market to a point where they couldn't cover costs.

It will be back to under 30 dollars within a month. Long term it's anyones guess but I'm staying far far away

These are my sentiments in ways with Nio and I say that as someone who bought at 5 and stayed on the rollercoaster down to sub 2 and stayed on until 12ish before selling half my holding which I still have.

I can't see how this company is only 20bn or so off VOWs market cap having never made a dollar profit but am happy to stay on board whilst it trundles along.

AmberGold

Nemeses2050 wrote: »

I just sold 50% of my Fisker, riding on the EV wave.
Not sure it'll hold for long though.

FSR hit stop loss @ 16.80, moved all over to TDOC & and a small amount into FSLY.

TDOC may drop next week when Moderna announce positive trial results but I'm in it for the long haul.

Lex Luthor

Wow SOLO up another 30% today and actually nearly hit $8

Didn’t expect that after selling my lion’s share yesterday

Slanty

Lex Luthor wrote: »

Wow SOLO up another 30% today and actually nearly hit $8

Didn’t expect that after selling my lion’s share yesterday

I held! Was some start then retreated a bit but back on the upwards trend. Again, thanks to whoever gave the original tip.

littlemac1980

With all the NIO discussion in the past few pages I thought this article might be worth a look :

https://apple.news/AYqpNlu9bS6Wo3mNk1uLgIQ

The Citron report is enbedded as a link in this article for anyone who cares to read.

I don’t have any NIO or know any of the background re Citron but figured I’d share the link.

outonawing

RIGOLO wrote: »

long post , feel free to ignore

So warts and all stories are both catharthic and may help newer investors learn somethings , in fact older investors everyone can do with a refresher every so often .................

I have to say that I always enjoy reading your posts. Generally, they are positive and full of educational nuggets.

Some long term contributors are less forthcoming with imparting their knowledge and that's their choice.

Thanks to you and all the other posters, who help us less informed investors/traders cope with what the markets throw at us.

RIGOLO

RIGOLO wrote: »

Followed some price action on RMS in London, made some quick gains , nothing like getting back in the saddle when you have been bronco bucked.
As I was eating lunch yesterday RMS was all I saw repeatedly on the CNBC ticker so took a look this morning, seems to be a alot of hype and buyers 3v1 . In at 3.5 out 4 plus , going to use that to chase JD . The have sw to monitor sharfs, turbines wear and tear . Could be legit .

A company I had looked into BraveHeartHoldings BRH , investment vehicle own some RMS, so I picked up some BRH to hold. They seem to be good activist investors so I will let them do the work and ride their profits. They are into Gyrometric, RMS and Pharm2Pharm. Could these be profitable companies, perhaps , but if its in BRH interest to make them turn a buck then I can benefit.

Anyone familiar with these or playing them ... ?

Should have held onto the RMS instead of taking near 20+% on the day trade, they topped out by end of day amid huge buys. For the last 3 hours of Friday it was impossible to get a trade thru , the market makers were filling a whales buy.
This could blow on Monday, currently at 5p.
I stand corrected RMS bought out Pharm2Pharm (developing tech to coat material, including masks with nanoparticle anti-viricides) , BRH control 51% of RMS and its another company they own called GyroMetric which does the shaft monitoring.
Braveheart up 26% on my entry, will hold these. Currently 51p
This is AIM, just cos its SP is only 5p fortunes can still be made and lost.

CBAT uo 16% for me, the China battery manufacturer report this week, lets see if they get some inflows from all the NIO millionaires who want to compound their gains.

JD earnings this week are covered, BIDU is tempting play. Other long holds NVDA, WMT, TGT are also out.
So where are the plays,
JKS JinkoSolar report, if these are positive other companies will benefit so Im playing that with SOL REneSola who gave preliminary earnings but report actual date is early Dec so hold for a few weeks by which time the near 80 year old will be closer to the football. Also POLA and FSLR are options plays resting on JKS gains.
If theres still money flowing into software early week then pick up some MCFE.

And how did the PLTR saga play out in RIGOLO household, well the cutest wolf of Wall St caught me for 2,300 bucks ... luckily they were v-bucks but to an 8 year old its the same thing.

robman60

Is BABA's big drop all on the back of the news China will be doing more to combat monopolies? If it is, I'd be fairly happy this is overblown. Made it one of my biggest holdings earlier this year at about $205 average price but considering buying some more for geographic diversification purposes.

rugbyman

Chaps, I was thinking of starting a thread with my question, but there seems to be quite a bit of activity in here.
I read it daily and enjoy the snippets.

my question is

I reckon there will be a UK/EU deal this week, this will lift Irish and UK shares.

Where can I put 10 k euro to gain from this, quick 10% would do me.

Thanks

RIGOLO

BRH up 13% , nice compounded gains from Fridays .
40% in 2 days I will take it.

But what was I thinking with RMS .
Spotted the run , albeit slightly late, jumped aboard at 3.5p, took my 20% on Friday , but its up 33% this morning , near 6.4.
If I had left it there Id have near doubled my money in 2 days ... FK!
ah well have faith , pity party is over... go pick another one.

volatility volatility is the mantra for this week

retalivity

rugbyman wrote: »

Chaps, I was thinking of starting a thread with my question, but there seems to be quite a bit of activity in here.
I read it daily and enjoy the snippets.

my question is

I reckon there will be a UK/EU deal this week, this will lift Irish and UK shares.

Where can I put 10 k euro to gain from this, quick 10% would do me.

Thanks

Sterling, probably. Although wont be 10%.
Maybe a UK ETF

RIGOLO

rugbyman wrote: »

Chaps, I was thinking of starting a thread with my question, but there seems to be quite a bit of activity in here.
I read it daily and enjoy the snippets.
my question is
I reckon there will be a UK/EU deal this week, this will lift Irish and UK shares.
Where can I put 10 k euro to gain from this, quick 10% would do me.
Thanks

Fair question, I like the thinking but I dont have a specific stock answer.

Interesting report here, chart on page 5.
I didnt realise that the UK has a very large trade deficit with the major EU nations, so if its anyones interest to get a deal done then it seems most in Germany and Frances interests.

It breaks it down by country and sector whether its services or goods .

https://commonslibrary.parliament.uk/research-briefings/cbp-7851/

Treppen

rugbyman wrote: »

Chaps, I was thinking of starting a thread with my question, but there seems to be quite a bit of activity in here.
I read it daily and enjoy the snippets.

my question is

I reckon there will be a UK/EU deal this week, this will lift Irish and UK shares.

Where can I put 10 k euro to gain from this, quick 10% would do me.

Thanks

Won't be any deal... just going by a multitude of past experiences

RIGOLO

littlemac1980 wrote: »

With all the NIO discussion in the past few pages I thought this article might be worth a look :

https://apple.news/AYqpNlu9bS6Wo3mNk1uLgIQ

The Citron report is enbedded as a link in this article for anyone who cares to read.

I don’t have any NIO or know any of the background re Citron but figured I’d share the link.

Shorts have lost over 3.5 billion $ shorting NIO this year.
They are desperate to recover theier losses

Citron is a well known short hedge fund, ive posted before about them and their owner who is barred from trading in HK.
I would ignore CITRON analysis , its complete garbage and is pure spin. Ive run into them on a number of stocks where they brought out research to short the stock and so far Ive beat them everytime.

What you shouldnt ignore is the war-chest CITRON has, they have access to alot of capital directly and alot of shorts will add to that pot.
So thats part of the game , fundamentals can be meaningless, its just two funds going against each other and the retail investor is hanging on.

If your interested in how shorts brings things down for their purposes.. watch this video, its an insight you wont see from anyone these days, cos its 14 years old, back in the good old days, a time when people said what they think and not what they are told.
Jim Cramer , lays it all out there, "who cares about the fundamentals " taking 20 million to hit the offers , spread some negative news, ring a few reporters , spread a few negative rumours, short apple wait for the drop and then buy long or sell puts as MacWorld approached.

DutchYurt

Any one have any thoughts on 4D now in terms of whether we'll see more of a decrease. I may add more to try and DCA

Meleftone

Moderna
https://news.sky.com/story/covid-19-moderna-vaccine-shown-to-be-94-5-effective-and-easier-to-store-according-to-interim-analysis-12133893

pre market climbing

Liamo_mu

More vaccine news. Killing my Netflix and Shopify Stock but working wonders for my travel stock.

Feel it's a real overreaction to affect Netflix and Shopify

[Deleted User]

DutchYurt wrote: »

Any one have any thoughts on 4D now in terms of whether we'll see more of a decrease. I may add more to try and DCA

I'm surprised it's at where it is now but ....... my average is much lower than the current SP but I'm going to buy more at this price.
Really confident we'll see price x2 current levels at least before end of Q1 2021 and longterm I expect x4+

[Deleted User]

rugbyman wrote: »

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

I reckon there will be a UK/EU deal this week, this will lift Irish and UK shares.

Where can I put 10 k euro to gain from this, quick 10% would do me.

Thanks

Buy sterling if you are that sure

A deal might not get 10% but it'll definitely get a few %.
Expecting a quick 10% on stocks or currency or anything is a tad tall orderish although as per my last post I'm expecting 4D shareprice to be double what it is now before end of Q1 2021 :pac:

dontparkhere

Any thoughts on ebike/escooter stocks?

RIGOLO

rugbyman wrote: »

Chaps, I was thinking of starting a thread with my question, but there seems to be quite a bit of activity in here.
I read it daily and enjoy the snippets.

my question is

I reckon there will be a UK/EU deal this week, this will lift Irish and UK shares.

Where can I put 10 k euro to gain from this, quick 10% would do me.

Thanks

to be blunt.. this question raises an issue for us all , we have to ask ourselves the question

Do I want to make a quick 10% in a short space of time , in your case turning 10k into 11k ? (boosting the wallet)
or
Do I want to be right in calling a geo-political move , in your case, calling UK-EU trade deal ? (boosting the ego)

Ego is the enemy.

Just be careful you dont let your ego dictate your trades and miss out on potential earnings elsewhere, because you want to be right, perhaps there are other sources to get 10k to 11k.
We are ALL guilty of falling into that trap.. its human nature...

Speaking of geo-political events , delighted to see a trade deal sorted in Asia, Ive been saying Asia is where the games at, thats my ego massaged , lets see if the wallet is massaged in the next few months and years.

‘A coup for China’: Analysts react to the world’s largest trade deal that excludes the U.S.

https://www.cnbc.com/2020/11/16/rcep-15-asia-pacific-countries-including-china-sign-worlds-largest-trade-deal.html

Mickiemcfist

Mickiemcfist wrote: »

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.

Glad i got in on this one, just didn't put enough in it. Up 30%

rugbyman

Thank you all for your replies,

Rigolo, the ego bit is not me.
We are at the gates of either a deal with the UK or a very bad situation for the UK ( No deal).
It will make quite a bit of turmoil in the markets either way.
Since I asked this question this morning the potential 10 per cent, say 7 % was gained in certain mainstream UK shares.

In my case I bought into HBSC FTSE 100, it had risen circa 8% when I bought in.

My reasoning is that its a sort of cannot lose bet. The FTSE is at its highest today, since the start of Covid, when it had plunged. In the event of no deal( a 5 % chance i.m.o.), my investment will fall, I wont sell, there will be another day.

I enjoy all of the talk on here, mostly about USA shares. Its been a great run for lots of people, not my cup of tea

Regards

Shedite27

rugbyman wrote: »

Thank you all for your replies,

Rigolo, the ego bit is not me.
We are at the gates of either a deal with the UK or a very bad situation for the UK ( No deal).
It will make quite a bit of turmoil in the markets either way.
Since I asked this question this morning the potential 10 per cent, say 7 % was gained in certain mainstream UK shares.

In my case I bought into HBSC FTSE 100, it had risen circa 8% when I bought in.

My reasoning is that its a sort of cannot lose bet. The FTSE is at its highest today, since the start of Covid, when it had plunged. In the event of no deal( a 5 % chance i.m.o.), my investment will fall, I wont sell, there will be another day.

I enjoy all of the talk on here, mostly about USA shares. Its been a great run for lots of people, not my cup of tea

Regards

FTSE 100 is up 2% today, and that's just the Moderna bounce. None of that was your 10% Brexit bounce you're looking for.

jams100

Liamo_mu wrote: »

More vaccine news. Killing my Netflix and Shopify Stock but working wonders for my travel stock.

Feel it's a real overreaction to affect Netflix and Shopify

Shopify up over 100% ytd:
Are you really that surprised?
Shopify doubled it's market cap this year. Largely due to stay at home orders, when retail opens up properly over the next 6 months where is Shopifys growth going to come from?
I'm not saying they haven't significantly improved their market share long term they and the likes of Amazon have, but they are both probably going to be relatively flat for the next while.

Netflix up 50% ytd:
I'm struggling to see where the likes of Netflix and Spotify go from here. Netflix has already significantly missed their new subscribers targets for q3 and the analysts estimates by much more. Put it another way if people didn't buy a Netflix subscription by now considering all the lockdowns why would they next month? The streaming business is becoming increasingly competitive too nowadays with Amazon, Disney+, AppleTv etc. They are also going to incur more costs now that most productions have resumed after the lockdowns, this along with them holding 15.5 billion in long term debt are all reasons I'm going to just spectate.

On a separate note I think a lot of the easy money is gone now, just looking at some stock prices there, the likes of live nation is nearly at its January highs, yes there is a lot of pent up demand for the likes of entertainment and airlines etc. and they've all reduced costs but things won't return to normal overnight and all of these companies have burned through a massive amount of their reserves and might have to dilute shareholders further. Be careful and do your own research. We might have vaccines but we're still in the midst of this pandemic, patience is key!

Nice to look at my portfolio this morning to see iag up nearly 95%

rugbyman

Thank you Shedite

My 7 % comment was a considerable mistake on my part , good job I am not in charge of
important matters.

robman60

rugbyman wrote: »

Thank you all for your replies,

Rigolo, the ego bit is not me.
We are at the gates of either a deal with the UK or a very bad situation for the UK ( No deal).
It will make quite a bit of turmoil in the markets either way.
Since I asked this question this morning the potential 10 per cent, say 7 % was gained in certain mainstream UK shares.

In my case I bought into HBSC FTSE 100, it had risen circa 8% when I bought in.

My reasoning is that its a sort of cannot lose bet. The FTSE is at its highest today, since the start of Covid, when it had plunged. In the event of no deal( a 5 % chance i.m.o.), my investment will fall, I wont sell, there will be another day.

I enjoy all of the talk on here, mostly about USA shares. Its been a great run for lots of people, not my cup of tea

Regards

Worth also noting that while a deal may be good for UK business and thus the FTSE 100, the stronger pound is likely to lead to a lower price for the FTSE so it's down to assessing which will be the stronger pull.