Share Picks 2020

Timmaay · 21-11-2020 12:15PM

crazy_kenny wrote: »

Lads I have no knowledge of buying shares but a guy in work recommended this company to me.

https://imagionbiosystems.com/

The stocks were $0.12 Aud on Friday but they have been on a market halt since then waiting for some kind of announcement. Is that normally a good or bad sign?

I've no knowledge
Random guy recommended
Penny stock
Market halt.

4red flags. Don't think I'll bother continuing...

Timmaay · 21-11-2020 12:19PM

Timmaay wrote: »

I've no knowledge
Random guy recommended
Penny stock
Market halt.

4red flags. Don't think I'll bother continuing...

Actually I'll try and be useful. Dollar average and EFT, go spend your time researching both them instead.

Mickiemcfist · 21-11-2020 12:42PM

Mickiemcfist wrote: »

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.

Still believe this has legs, I only went in when I made the comment above, I'm up 14% in 12 days, but it's still less than half it's pre-covid price.

Shedite27 · 21-11-2020 03:12PM

Nemeses2050 wrote: »

GDRX moving up nicely today...

I sold out of my GoodRX yesterday, unfortuantely I think it'll take a while to revover from the Amazon news. I'm not convinced it'll be a killer but I can't imagine investors are going to grow the share prices while there's that uncertainty around it.

outonawing · 21-11-2020 03:51PM

outonawing wrote: »

Been holding for awhile, any idea why GMHI jumped today?

I guess this answers my question:

https://www.fool.com/investing/2020/11/20/why-gores-metropoulos-stock-skyrocketed-today/

voluntary · 22-11-2020 09:26AM

RIGOLO wrote: »

So bitcoin

EOS and Cardano (Ada) are ironically my best performing assets this month. Next are banks. I'm >30% in green on the AIB!

American stocks are dragging behind and I expect this trend to continue.

Timmaay · 22-11-2020 11:13AM

DutchYurt wrote: »

Edesa has dropped below the 5$ resistance with a new low today of 4.89$ and I'll be honest, I'm now starting to worry.. It's been roughly a month since they released news about FDA clearance for Phase 2 so news should be coming soon. I've been saying should alot..

I can't make sense as to why it is still going down, I learned yesterday that a hedge fund bought 120k shares at an avg of 8$ in Q3 (owning about 1.28% of the company) whilst there has been insider buying a few weeks back for 4$ but yet it keeps dripping down.

I'll hold my weak hands for now but if it tests the 4.80 level I can't keep DCA'ing from lack of funds so I'll reconsider the advice I read awhile ago of watering the flowers and cutting the weeds at a 30% loss.

Any one else thoughts on Edesa?

I'm replying afew days later, and have absolutely no clue what that company is lol, however in situations like this the best bet is to flog off half your position now, that way you reduce your exposure but you still have half in to take advantage of any jumps, so emotionally alot easier on you lol, your not fomo'ing that you fully sold the wrong time, but you got that cash to move along and spent on something else.

hottipper · 22-11-2020 06:23PM

crazy_kenny wrote: »

Lads I have no knowledge of buying shares but a guy in work recommended this company to me.

https://imagionbiosystems.com/

The stocks were $0.12 Aud on Friday but they have been on a market halt since then waiting for some kind of announcement. Is that normally a good or bad sign?

There is another very similar company called nanox vision NASDAQ:NNOX
https://www.nanox.vision/ Citron Research says its a complete fraud though so i'm not recommending it to anybody. i am in it though +15% currently with a stop at my entry price so i don't really care what happens to it. For aus check out kogan.com ASX:KGN an entry around $14 mark could be good starting point and 11.90 if it gets there. i have it on my watchlist let it bleed a little bit longer maybe in a week or two it will be good to go again. afterpay is another interesting company but i'd like more of a dip on it to get in, its very similar company to klarna in europe.

Shedite27 · 22-11-2020 10:35PM

Reading some blogs about AirBNB over the weekend and their upcoming IPO. Definitely a company I want to buy, but I suspect it'll be Snowflake-like first few days.

virginmediapls · 22-11-2020 10:49PM

Comhra wrote: »

Anyone know why 4d Pharma took such a dive over the last few days?

because I bought some

outonawing · 22-11-2020 11:08PM

virginmediapls wrote: »

because I bought some

DDDD carrying a lot of dead weight, I'm in too 😜

antimatterx · 23-11-2020 12:24AM

Does anyone have any thoughts on Planet 13 - $PLNHF as a growth stock?

cronos · 23-11-2020 03:17AM

Shedite27 wrote: »

Reading some blogs about AirBNB over the weekend and their upcoming IPO. Definitely a company I want to buy, but I suspect it'll be Snowflake-like first few days.

This topic should really warrent it's own dedicated thread. Ideally on how to get in at the IPO price assuming it's going to go up. Which of course is not always the case but probable here. I'm a long term investor anyway but hate hearing about these things late.

RIGOLO · 23-11-2020 09:05AM

hottipper wrote: »

There is another very similar company called nanox vision NASDAQ:NNOX
https://www.nanox.vision/ Citron Research says its a complete fraud though so i'm not recommending it to anybody. i am in it though +15% currently with a stop at my entry price so i don't really care what happens to it. For aus check out kogan.com ASX:KGN an entry around $14 mark could be good starting point and 11.90 if it gets there. i have it on my watchlist let it bleed a little bit longer maybe in a week or two it will be good to go again. afterpay is another interesting company but i'd like more of a dip on it to get in, its very similar company to klarna in europe.

NNOX(36.74) was the Israeli company Id come across also.
Joint venture with Japanese engineers. Could be a market disruptor and changing the fundamental way MRIs and scans are done.
At this Citron saying its a fraud is almost reason to buy in.

Earnings plays this week and next are these two, hard to nail down when they will announce , but its soon
UXIN (1.23) - China online used car company, used car prices have been steady if not increased during Covid , plus they offloaded their credit financing arm to just concentrate on selling cars.
and
SOL (5.32) - has had a recent pop but if their earnings meets their guidance on profitability then they may play catchup with the other solar stocks.

BTC held well during weekend trading, hit 18,900.

Shedite27 · 23-11-2020 11:04AM

cronos wrote: »

This topic should really warrant it's own dedicated thread. Ideally on how to get in at the IPO price assuming it's going to go up. Which of course is not always the case but probable here. I'm a long term investor anyway but hate hearing about these things late.

Well you definitely won't get in at IPO price, but the key is to see what price you want to get in at. Look back on how Snowflake, Lemonade, Palantir, Asana, etc performed in their first few days for a clue. It will "price" at a certain price, by the time the market opens, that will have jumped, but then over a few days it settles down into a lower price. I bought Lemonade and Snowflake after IPO, the key is to buy a small amount initially, then you can see later if it goes cheaper, you average down, if it starts climbing, well at least you have some at a good price. With Snow, I've bought every time it's touched $230, with Lemonade, I've bought every time it's touched $50. My maths has that as a fair price, I'll do something similar with AirBnB (I reckon it's worth about $50bn), so will work out my buy price from that.

hottipper · 23-11-2020 11:05AM

RIGOLO wrote: »

NNOX(36.74) was the Israeli company Id come across also.
Joint venture with Japanese engineers. Could be a market disruptor and changing the fundamental way MRIs and scans are done.
At this Citron saying its a fraud is almost reason to buy in.

Earnings plays this week and next are these two, hard to nail down when they will announce , but its soon
UXIN (1.23) - China online used car company, used car prices have been steady if not increased during Covid , plus they offloaded their credit financing arm to just concentrate on selling cars.
and
SOL (5.32) - has had a recent pop but if their earnings meets their guidance on profitability then they may play catchup with the other solar stocks.

BTC held well during weekend trading, hit 18,900.

Ah cool its a super high risk play so no more than 2% of your account if anyone reading is going to risk it + we at the top of the daily so a good chance it retraces this week.
If your interested in used cars maybe check out vroom $vrm
They sell second hand cars online, don't have any dealerships your car arrives in a box like a pair of runners and you can try it out for 2 weeks :pac: It was backed by bill gates investments. It may be garbage not for everyone looking at the chart though price starting to diverge risk / reward is there.

RIGOLO · 23-11-2020 03:53PM

RIOT 16% , MARA 21% breaking out . All that Sunday research paying off.

Timmaay · 23-11-2020 04:23PM

NNDM and UMC flying it for me. Took out a small positions in SOLO and Tanh, both ev stocks.

hottipper · 23-11-2020 04:43PM

Timmaay wrote: »

NNDM and UMC flying it for me. Took out a small positions in SOLO and Tanh, both ev stocks.

that tanh website looks as dodgy as its chart what is it an electric bus? you thinking that dump was too much?

RIGOLO · 23-11-2020 05:05PM

GEVO 20+% today
Days like this when multiple holdings are up double digits ... portfolio is crushing it.
I guess Wall St has released the hounds, its 'risk off' for Thanksgiving now that vaccines are appearing .
Took some profits shifted them to UXIN awaitng earnings and some magic Chinese accounting , still undecided about SOL .

Kilboor · 23-11-2020 05:09PM

Haven't made many moves over the last 2 months.

Still holding Gamestop and added to my Barryroe bet with some Lansdowne Oil and Gas.

Supercell · 23-11-2020 05:58PM

Sold my PLTR @ $20.03 for a quick 10% profit, not bad for a few days work, I'll take it.

cronos · 23-11-2020 06:06PM

hottipper wrote: »

Ah cool its a super high risk play so no more than 2% of your account if anyone reading is going to risk it + we at the top of the daily so a good chance it retraces this week.
If your interested in used cars maybe check out vroom $vrm
They sell second hand cars online, don't have any dealerships your car arrives in a box like a pair of runners and you can try it out for 2 weeks :pac: It was backed by bill gates investments. It may be garbage not for everyone looking at the chart though price starting to diverge risk / reward is there.

They vroom $vrm just need to announce a strategy for dealing with second hand electric cars and they will be well up by the end of the day.

It's one area I haven't seen get discussed much yet, what happens with second hand electric cars. Like the batteries must die overtime.

doolepat · 23-11-2020 07:21PM

CRSR up 12% today!! Another fair shout for Rigolo...

omerin · 23-11-2020 07:40PM

I posted a couple of times on this thread, started trading in March, up 52% to date, extremely lucky personally in these difficult times. Not sure about the vaccines in terms of uptake and the "return to normal" that many are predicting and considering selling some. Best performers are Amphenol +55%, Dow +52%, VMW +31%. Only negative is Carnival -6%, but I do have Boeing +20%, both I will hold as I believe long term they will improve.

Not sure how other amateurs like myself felt about the opportunity to buy cheap earlier this year, but for me it was a no brainer, wish I had more to commit back then, but such is life

RIGOLO · 23-11-2020 08:00PM

doolepat wrote: »

CRSR up 12% today!! Another fair shout for Rigolo...

delighted to hear you made some coin but credit where credit is due .. nemeses2020 was the first to get on them and speak of potential. I just agreed with his initial assesment.

Theres too much happening in the market, too many sectors to cover for any one person , thats why this thread will work if we all help out.

fwiw
I am currently building a bigger position in CRSR even as they grow as I expect they still have room to grow, alot to catch up with the mcap of Logitech , and theres some security in the gaming sector. No reason that post xmas, black Friday and winter semi-lockdowns that they dont beat the street estimates.
Corsair are in every sector of gaming setups , and sit in the top 1 to 3 slots in memory,keyboards,mice, screens.
I built a gaming computer for the kids with Corsair memory and power supply months ago one of the best stock picks of the quarter was sitting under my kids desk.

Mister Vain · 23-11-2020 08:16PM

omerin wrote: »

I posted a couple of times on this thread, started trading in March, up 52% to date, extremely lucky personally in these difficult times. Not sure about the vaccines in terms of uptake and the "return to normal" that many are predicting and considering selling some. Best performers are Amphenol +55%, Dow +52%, VMW +31%. Only negative is Carnival -6%, but I do have Boeing +20%, both I will hold as I believe long term they will improve.

Not sure how other amateurs like myself felt about the opportunity to buy cheap earlier this year, but for me it was a no brainer, wish I had more to commit back then, but such is life

I started in April myself. I could have committed a lot more but I was tentative. I've done well so far though, especially with Square and Adobe. The plan now is to just keep learning and making regular investments.

roosterman71 · 23-11-2020 08:28PM

Out of PLTR myself today at $22.20. Went in only 12 days ago at $15.20. so am delighted how that worked. Great tip. I actually think it has more legs too but I kinda needed the money!

Will try go in on PYPL soon for a long hold. Been reading their future plans to try cut out the middle men (credit card companies primarily) and it sounds good. SQ have similar intentions. Could be big growth there at the expense of the big credit card companies.

tobeme2020 · 23-11-2020 08:34PM

Mister Vain wrote: »

I started in April myself. I could have committed a lot more but I was tentative. I've done well so far though, especially with Square and Adobe. The plan now is to just keep learning and making regular investments.

What are your thoughts on to invest next

tobeme2020 · 23-11-2020 08:35PM

roosterman71 wrote: »

Out of PLTR myself today at $22.20. Went in only 12 days ago at $15.20. so am delighted how that worked. Great tip. I actually think it has more legs too but I kinda needed the money!

Will try go in on PYPL soon for a long hold. Been reading their future plans to try cut out the middle men (credit card companies primarily) and it sounds good. SQ have similar intentions. Could be big growth there at the expense of the big credit card companies.

What is the forecasts you think for these investments

Share Picks 2020

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