Share Picks 2020

Timmaay · 23-11-2020 07:41PM

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

Started in January myself, got a lucky break with Telsa right out the door, however ended up pulling the plug in late March after suffering a 20% drawdown, on hindsight, god what an idiot Tim for not dollar averaging into the market across afew months, I wouldn't of nearly suffered as much pain otherwise. I was too burnt to get back in until June, so missed the whole start of the recovery lol, however nicely caught the EV bubble last few months.

Kilboor · 23-11-2020 07:45PM

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 swing traded specific undervalued stocks after the crash in March and have returned 800% so far this year. I’ve been very lucky too of course!

*Started with a small amount

RIGOLO · 23-11-2020 07:55PM

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.

well played nothing wrong with those sort of gains in a few days.
Its not the only way but the best way to learn this buisness is to trade.. trade trade...

PLTR post IPO lock-up period for employees who own stock from when they were private ends Dec31st. After that date they can sell shares so I dont expet much of a pull back in PLTR until then.

Timmaay · 23-11-2020 07:56PM

hottipper wrote: »

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

I know jack sh1t about the company lol, but yep reading up on stocktwits plenty think its oversold, I've managed to get a quick 26% return already so happy out.

beertons · 23-11-2020 08:07PM

Pilbarra going great the past few weeks.

Liamo_mu · 23-11-2020 08:10PM

Been trying to come up with my next pick. Was thinking Boeing and have just seen that's gone up a decent amount today.

Anyone have suggestions?

Liamo_mu · 23-11-2020 08:14PM

Anyone think it's too late to go in on Unity?

bcklschaps · 23-11-2020 08:42PM

RIGOLO wrote: »

well played nothing wrong with those sort of gains in a few days.
Its not the only way but the best way to learn this buisness is to trade.. trade trade...

PLTR post IPO lock-up period for employees who own stock from when they were private ends Dec31st. After that date they can sell shares so I dont expet much of a pull back in PLTR until then.

PLTR absolutely flying. Heading to $21 now. I was trying to get in at about $14.50 after they annouced earnings. Kept waiting for an entry point (drop)..waiting, still waiting :-(

Take Your Pants Off · 23-11-2020 08:51PM

RIGOLO wrote: »

well played nothing wrong with those sort of gains in a few days.
Its not the only way but the best way to learn this buisness is to trade.. trade trade...

PLTR post IPO lock-up period for employees who own stock from when they were private ends Dec31st. After that date they can sell shares so I dont expet much of a pull back in PLTR until then.

From what I read I think It ends 3 days after the results from the Q4 2020 are released. Dec 31st is mentioned because it's when the 4Q 2020 ends.

Valhallapt · 24-11-2020 12:44AM

I normally buy and forget. But my nio stock is up 700%. Time to book a profit??

RIGOLO · 24-11-2020 08:12AM

Im a fan of using many sources and tools for invesments.
I dont adhere to the belief that one method beats the other.

For anyone interested in technical charting and need a stock charting and management tool TRADINGVIEW (which I use periodically) is having a Black Friday sale, its good value IMO.
This isnt an endorsement that technical charting is the only way to make a buck in this business, I just find their interface UI pretty good and a one stop shop to see the action every so often. But dont feel the need to get it .

RIGOLO · 24-11-2020 08:51AM

So DPW ...
was anyone watching them , I had them in my notebook as they came up on my radar during research.

They jumped 230% yesterday, I did a few day trades as I got alerted when they popped in my watchlist from 44% gain early morning, thinking I was clever, but the cleverer thing would have been to just sit on them and go with the price action.
Looks like they are rocketing out of the gate in Europe this morning, traded in Germany.
I got some cold looks from herself when I showed her the entry, women rather than admiring my MARA 40% in a day shes complaining why didnt I get in on DPW.

So smaller float than BLNK and a better cash position with less debt.
Smart money , FOMO money, gambler money, millenial money, old white guys who colonised the world money , to name but a few is all chasing the hot EV sector . The are a holding company thats a majority owner of a company thats providing charging points for buisness, rumour they have a deal with a national fast food franchise.

If BLNK are anything to go by then DPW may indeed be one of the last runners in the EV charging game to play catchup. SBE (Chargepoint SPAC) and BLNK already stole a march on them.

So as long as futures are green and risk off mode is still activated on Wall St, and I see Trump (:( let it go Rigolo its over, you lost, move on, you will always have the memories) has officially begun transition to Biden this may be another triple digit run today for DPW.

I cant believe we are now all talking about triple digit gains on stocks in a month as if its the norm. Seems mad to even be considering chasing a stock that popped 200%. Fk it if thats the way it is , just go with it.

good luck all, lets slay some shorts .

Shedite27 · 24-11-2020 09:16AM

Those Chinese EV returns yesterday were bizarre. Congrats to anyone who was on them

retalivity · 24-11-2020 09:20AM

2 of my Oil stocks (Marathon & Tullow) hit ridiculous limit sell orders I had forgotten about. I'm happy I banked profit on them but thinking maybe I should have kept them longer... That said, my portfolio is flying... from being -23% back in March and even -4% back in September, I am now +21% on the whole.
Have 10% of the portfolio in cash now that I need to put somewhere...

Mister Vain · 24-11-2020 09:31AM

Shedite27 wrote: »

Those Chinese EV returns yesterday were bizarre. Congrats to anyone who was on them

Yeah I had my doubts after that citron report but I'm happy with the returns I'm getting now from NIO and Xpeng.

hottipper · 24-11-2020 09:46AM

its been a crazy month alright wonder when the rug pull will come maybe after thanksgiving good to have everybody talking about stocks for the holidays :pac:
need to check the fear greed index must be getting high.
coty is up 132% and mindmed is up 180% from last month.
Have my eye on another one its just not ready for prime time yet.

RIGOLO · 24-11-2020 09:51AM

hottipper wrote: »

its been a crazy month alright wonder when the rug pull will come maybe after thanksgiving good to have everybody talking about stocks for the holidays :pac:
need to check the fear greed index must be getting high.
coty is up 132% and mindmed is up 180% from last month.
Have my eye on another one its just not ready for prime time yet.

COTY .. I was looking at them this morning, seems we are all overlapping eachother in stocks we look at. .
Women chomping at the bit to get their face paint on once society opens up.
Have you followed them long, have they room to run?

hottipper · 24-11-2020 10:21AM

RIGOLO wrote: »

COTY .. I was looking at them this morning, seems we are all overlapping eachother in stocks we look at. .
Women chomping at the bit to get their face paint on once society opens up.
Have you followed them long, have they room to run?

About a month ago think i posted it when you asked for a penny stock idea. its way over extended now, will probably get rejected off 8$ so way too risky to get in, i'm keeping it to see what happens but its a terrible entry now.

Next penny i'm looking at is drive shack these penny's are dangerous safer to go for something like jd or baba
https://www.driveshack.com/games

Nemeses2050 · 24-11-2020 10:29AM

Shedite27 wrote: »

Those Chinese EV returns yesterday were bizarre. Congrats to anyone who was on them

I jumped in NIO at 45 and got out at 49 last week, wasn't brave enough to hold them for the weekend...yesterday they all went bonkers.

sold GDRX too and will divert them to my favourites cyclicals

howiya · 24-11-2020 10:47AM

Nemeses2050 wrote: »

I jumped in NIO at 45 and got out at 49 last week, wasn't brave enough to hold them for the weekend...yesterday they all went bonkers.

sold GDRX too and will divert them to my favourites cyclicals

Made that call back when NIO where below 10. I think I bought in $4 and sold around $7. Oh what could have been

bfa1509 · 24-11-2020 10:50AM

bfa1509 wrote: »

With a potential end in sight to the virus, countries may want to get vital infrastructures in place before people get back on the roads. BAM and Caterpillar might be good options

Too much thinking, not enough action

BAM (AMS: BAMNB) +35% in the last two days....

24-11-2020 10:54AM

howiya wrote: »

Made that call back when NIO where below 10. I think I bought in $4 and sold around $7. Oh what could have been

Sold at $9 at a time it jumped to $11 on a Friday evening which I didn't think it would hold. *Sigh*

roosterman71 · 24-11-2020 11:08AM

I don't know about all of ye, but I'm looking at a portfolio that has gone through the roof in the last few days and I'm fearing a collapse. I'd like to cash in but where to put the cash then is the question.

I've a few long term holds that can stay. I've made most of my gains this year from short holds after reading recommendations here. Where to go and what to do next is the question

Kilboor · 24-11-2020 11:17AM

roosterman71 wrote: »

I don't know about all of ye, but I'm looking at a portfolio that has gone through the roof in the last few days and I'm fearing a collapse. I'd like to cash in but where to put the cash then is the question.

I've a few long term holds that can stay. I've made most of my gains this year from short holds after reading recommendations here. Where to go and what to do next is the question

Throw it into your bank account and pay your taxes then reassess in the new year

Treppen · 24-11-2020 11:23AM

bfa1509 wrote: »

Too much thinking, not enough action

BAM (AMS: BAMNB) +35% in the last two days....

May as well get back some of our money from this crowd.

Nemeses2050 · 24-11-2020 11:31AM

howiya wrote: »

Made that call back when NIO where below 10. I think I bought in $4 and sold around $7. Oh what could have been

Deleted User wrote: »

Sold at $9 at a time it jumped to $11 on a Friday evening which I didn't think it would hold. *Sigh*

think we all have been outfoxed by NIO and EV's at one stage...

roosterman71 wrote: »

I don't know about all of ye, but I'm looking at a portfolio that has gone through the roof in the last few days and I'm fearing a collapse. I'd like to cash in but where to put the cash then is the question.

I've a few long term holds that can stay. I've made most of my gains this year from short holds after reading recommendations here. Where to go and what to do next is the question

Cyclicals have runned up in the last couple of weeks, wait for a dip and you can put your money there then...

Liamo_mu · 24-11-2020 11:34AM

Anyone else putting more into airlines/cruise lines now that the climb back has started?

Fazorb · 24-11-2020 11:36AM

Liamo_mu wrote: »

Anyone else putting more into airlines/cruise lines now that the climb back has started?

Just added more to my IAG stack

social butterfly 2020 · 24-11-2020 11:38AM

cronos wrote: »

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.

How you reckon airbnb will do come their December IPO?

24-11-2020 11:40AM

social butterfly 2020 wrote: »

How you reckon airbnb will do come their December IPO?

Considering the vaccine news, a lot better, but retail wont get that benefit.

Share Picks 2020

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