Share Picks 2020

omerin · 24-11-2020 08:39PM

Liamo_mu wrote: »

That might be a good shout. Will look into it more this week.

Could you upgrade to premium revolut for a month which comes with no limit to the fx amount? Haven't premium but that was my plan, matbe someone could confirm

RIGOLO · 24-11-2020 08:56PM

Given back a chunk of yesterdays gains , took a risk on a few plays, but this falls into the investment bracket, investing in emerging tech and companies requires faith , risk and patience. Happy to have also increased positions in some long term holds.
Thats okay , its a shortened week with Thanksgiving and people are booking their profit.
Watching the French news and we are back open for buisness it seems in the next few weeks, I just hope Covid got the memo. Lets see if this reopening of society has a different result to the last 2 we tried.

jams100 · 24-11-2020 09:03PM

Just bought Wells fargo and Mastercard.
With the American economy going to turn around quick in 2021 I think this stock has been undervalued, have been keeping an eye on them for a while but finally pulled the trigger on both today. Can see Wells being up 30-40% in 12 months. With a dividend of only 1.40% a dividend increase 2021 is almost a certainty, which should result in a nice little bump.

HelloYoungBoy · 24-11-2020 09:07PM

Been in and out of $GRWG the past couple of weeks. Still probably a way to go on it yet but not something I plan to hold long term

theballz · 24-11-2020 10:09PM

I'll be surprised if the S&P 500 doesn't hit 6,000-10,000 before 2030.

Interest rates over the last 10 years have been the lowest ever in American history, not to mention the massive QE between 2008 and 2020 pandemic. Couple that with a growing awareness of personal finance and investing, the 20's has potential for some of the most aggressive growth ever seen.

bilbot79 · 24-11-2020 10:45PM

Sold out of Citi the other day at 52. Gutted now it's 56 and haven't the heart to buy back in

Liamo_mu · 24-11-2020 11:04PM

jams100 wrote: »

Just bought Wells fargo and Mastercard.
With the American economy going to turn around quick in 2021 I think this stock has been undervalued, have been keeping an eye on them for a while but finally pulled the trigger on both today. Can see Wells being up 30-40% in 12 months. With a dividend of only 1.40% a dividend increase 2021 is almost a certainty, which should result in a nice little bump.

Hadn't thought of wells Fargo myself. Was going to put a load into Delta and American Airlines this week. But think you might be right in Wells. Might put them in my split.

99nsr125 · 24-11-2020 11:36PM

theballz wrote: »

I'll be surprised if the S&P 500 doesn't hit 6,000-10,000 before 2030.

Interest rates over the last 10 years have been the lowest ever in American history, not to mention the massive QE between 2008 and 2020 pandemic. Couple that with a growing awareness of personal finance and investing, the 20's has potential for some of the most aggressive growth ever seen.

We're heading for another great depression

Stormington · 24-11-2020 11:47PM

99nsr125 wrote: »

We're heading for another great depression

We need people saying the above to get this:

Couple that with a growing awareness of personal finance and investing, the 20's has potential for some of the most aggressive growth ever seen.

I've seen a few wise heads saying DJI to 10x and it involves going to the moon. Literally.

80s Child · 25-11-2020 01:13AM

Supercell wrote: »

Stayed away from PLTR in the end today, volatility is too nuts for my heart.
Instead invested in LADR, its a covid recovery play , a fat dividend and I think could double in the next year, less stress all round

I like this. Interesting to see how thr REITs go in the states with the recovery.

First time post after months of reading and missing out I've finally opened a trading account!

My picks long term:
Paypal - WB news hopefully and BTC
Facebook
Apple - the notion of them offering a more private search engine and not sharing data, I think may be huge.

None very exciting, I know., but still room for growth.

Short term:
I'm too scared

Just to say, this is one of the best threads, if not the best on boards. Thoroughly enjoy it.

al87987 · 25-11-2020 02:14AM

Liamo_mu wrote: »

Hadn't thought of wells Fargo myself. Was going to put a load into Delta and American Airlines this week. But think you might be right in Wells. Might put them in my split.

Is the long term loss of business class customers not going to seriously dent recovery here?

Surely a lot of companies will switch to zoom, save costs, boost their environmental profile by keeping the flying businessman at home. They make up a sizable portion of profits.

Nemeses2050 · 25-11-2020 11:18AM

Howdy folks.

I'm assuming with short week in US, there could be profit-booking and European markets would be bit directionless, this could be a good opportunity to accumulate some of the stocks which have run-up in the last couple of weeks.

Paypoint PLC, another name to add to recovery play...With shops Re-opening again this has great scope.

Stablelad123 · 25-11-2020 11:44AM

theballz wrote: »

I'll be surprised if the S&P 500 doesn't hit 6,000-10,000 before 2030.

Interest rates over the last 10 years have been the lowest ever in American history, not to mention the massive QE between 2008 and 2020 pandemic. Couple that with a growing awareness of personal finance and investing, the 20's has potential for some of the most aggressive growth ever seen.

In order for the S&P to hit those numbers you would have to see massive growth in nearly all sectors. I can see infrastructure spending increasing but not sure where the massive growth will come in the heavily weighted tech sector. The leaders have seen their growth stagnate in the last few years especially in areas like ad spending. Cloud has been the driving force for many but competition is getting fierce. Areas like automation and AI are the future but will benefit others more.
The growth we have seen during this digital revolution has been unprecedented. Unless there is another major catalyst for growth I can't see those S&P targets hitting. We could hit between 4K - 5K. imo.
Also this environment of low interest rates and QE is investor friendly but eventually something has got to give. You can't just keep increasing the money supply / debt exponentially. Eventually either inflation will rise and rates go up or we get deflation and problem time as rates are so low. Looking forward to seeing what transpires.

AmberGold · 25-11-2020 12:55PM

Just putting this out there as a marker for hopefully positive update later.

I've been building a significant holding in Ackmans SPAC PSTH for some time and it accounts for near 50% of my portfolio now. Average price is $21.70 or so...... expecting news of a target in Q1 and possibly sooner. A lot of chatter that the target is Stripe, if true this could double at least.

I like Ackman, his founders fee is performance related and the Tontine structure rewards long term investors.

Timmaay · 25-11-2020 01:24PM

Stablelad123 wrote: »

In order for the S&P to hit those numbers you would have to see massive growth in nearly all sectors. I can see infrastructure spending increasing but not sure where the massive growth will come in the heavily weighted tech sector. The leaders have seen their growth stagnate in the last few years especially in areas like ad spending. Cloud has been the driving force for many but competition is getting fierce. Areas like automation and AI are the future but will benefit others more.
The growth we have seen during this digital revolution has been unprecedented. Unless there is another major catalyst for growth I can't see those S&P targets hitting. We could hit between 4K - 5K. imo.
Also this environment of low interest rates and QE is investor friendly but eventually something has got to give. You can't just keep increasing the money supply / debt exponentially. Eventually either inflation will rise and rates go up or we get deflation and problem time as rates are so low. Looking forward to seeing what transpires.

I see more potential in China/Asia 2bh.

Nemeses2050 · 25-11-2020 01:29PM

AmberGold wrote: »

Just putting this out there as a marker for hopefully positive update later.

I've been building a significant holding in Ackmans SPAC PSTH for some time and it accounts for near 50% of my portfolio now. Average price is $21.70 or so...... expecting news of a target in Q1 and possibly sooner. A lot of chatter that the target is Stripe, if true this could double at least.

I like Ackman, his founders fee is performance related and the Tontine structure rewards long term investors.

I have some of them too and there was a lot of excitement last week...but then it turned out to be a false alarm...I agree it's not like other SPACs, you get additional warrants etc. as well.

RIGOLO · 25-11-2020 03:09PM

AmberGold wrote: »

Just putting this out there as a marker for hopefully positive update later.

I've been building a significant holding in Ackmans SPAC PSTH for some time and it accounts for near 50% of my portfolio now. Average price is $21.70 or so...... expecting news of a target in Q1 and possibly sooner. A lot of chatter that the target is Stripe, if true this could double at least.

I like Ackman, his founders fee is performance related and the Tontine structure rewards long term investors.

Very interesting. Sounds like a keeper.

Have you read PSH June 30th Annual Statement.
It gives alot of detail on the PSTH structure, as you say its not a normal SPAC. PSH are not taking the same founders fees nor administration costs, so its all gravy for the investor. In this case the majority investor in this will be PSH which according to Ackman is trading at 30% NAV, whereas PSTH was at 106% at time of writing. So could make a case here to buy PSH and not PSTH .
Factor in the SPAC was oversubscribed to the tune of 12 billion , but they capped it at 4billion and PSH have an option to add 1-3 billion to the pot, it comes out at 7 billion blank check.
At they clearly state the want to be a minority owner in the merger company whihc limits their options to companies 15billion and up... definitely has a company the size of STRIPE written all over it.

https://assets.pershingsquareholdings.com/2020/08/28125504/Pershing-Square-Holdings-Ltd.-June-2020-Interim.pdf

I wonder when he will announce this, pre vaccine roll out, pre xmas , pre Presidential transition.

Supercell · 25-11-2020 03:21PM

jams100 wrote: »

Just bought Wells fargo and Mastercard.
With the American economy going to turn around quick in 2021 I think this stock has been undervalued, have been keeping an eye on them for a while but finally pulled the trigger on both today. Can see Wells being up 30-40% in 12 months. With a dividend of only 1.40% a dividend increase 2021 is almost a certainty, which should result in a nice little bump.

WFC is an interesting one, I owned it for a while and it just traded sideways mostly whilst others went on a mega rampage after March this year so I got rid off. Wall street hates this stock because of the endless scandals, it was one of the things that attracted me in initially thinking it was unfairly beaten down!. It got a new CFO but the new scandals/stories coming weekly things still dont seem to be any better, in the end I decided to lump it in with the cigarette and stocks I don't understand basket, steer well clear of. Coupled with that Fintech is disrupting old school banking with WFC being one of the oldest, can they move with agility , and adapt?, I'm not so sure.

For all that I think it might do well enough, maybe not back to pre March ~$50 levels but maybe late $30's early $40's are possible with patience. Not for me for the reasons above but everyone trades for the same reason, happy profits to you if they come

antimatterx · 25-11-2020 03:25PM

Quick question - How do taxes work on us individual stocks?

Supercell · 25-11-2020 03:28PM

antimatterx wrote: »

Quick question - How do taxes work on us individual stocks?

Things you need to google:

W8-Ben
If you are a PAYE worker for CGT - https://www.revenue.ie/en/gains-gifts-and-inheritance/documents/formcg1.pdf
Dividends - fill out in the income section of https://www.ros.ie/myaccount-web/sign_in.html (there is US and Canadian dividends subsections IIRC)

AmberGold · 25-11-2020 03:59PM

Another one of my significant investments Tullow has come back from the brink and is looking steady now, SP increasing from .8 to .33 over the last few months. I'm now finally green.

They had a "Capital Markets" briefing today which was positive and they mentioned expansion plans would be self funded.

Most importantly they didn't mention a rights issue, fully expecting the SP to rise after, its decreased. WTF!

theballz · 25-11-2020 04:09PM

Strong opening today

culchie_abroad · 25-11-2020 04:42PM

Hi All,

Long time lurker, first time poster.

I'm starting to dip my toe into stocks but am a bit wary due to the market being at an all time high, surely a massive correction is on the way?

Interesting in hearing your thoughts on some long terms share picks, I'm aiming to buy a couple hundred every month to slowly build up my portfolio over time. Most of it I'll put into VOO or maybe even ARKK but I'd like to place a few long term bets like below.

Steadyish:
- GOLD
- BA
- SABR
- PYPL

Speculative:
- PLTR
- UBER
- TLS
- DKNG
- NCLH
- When Airbnb & Stripe IPO arrives I'd probably take a few there too

What do you guys fancy for a 5-10 year period (and maybe beyond)?

RIGOLO · 25-11-2020 05:22PM

culchie_abroad wrote: »

Hi All,

Long time lurker, first time poster.

I'm starting to dip my toe into stocks but am a bit wary due to the market being at an all time high, surely a massive correction is on the way?

Interesting in hearing your thoughts on some long terms share picks, I'm aiming to buy a couple hundred every month to slowly build up my portfolio over time. Most of it I'll put into VOO or maybe even ARKK but I'd like to place a few long term bets like below.

Steadyish:
- GOLD
- BA
- SABR
- PYPL

Speculative:
- PLTR
- UBER
- TLS
- DKNG
- NCLH
- When Airbnb & Stripe IPO arrives I'd probably take a few there too

What do you guys fancy for a 5-10 year period (and maybe beyond)?

Thats not a bad list you have put together. Everyone will put together their own lists. Im not gone on GOLD, BTC seems to be the replacement.
I think there is already plenty posts in here where you can get the answer to what people are considering for long term investments.
PSTH which was mentioned this morning could be one for 5 years.
If you are putting in a few hundred a month , then perhaps you should limit the portfolio to less stocks as spreading that capital across many shares wont get you much of each.
ITs really just a case of taking some input from here, and then making your own mind up after you learn as much as you can about the company and the sector and then ultimately you are backing yourself.

Good luck with the trading. FWIW the market has ALWAYS had turmoil, Ive lived thru many crashes abd bubble markets. Each age is a new age with a new dynamic as well as some old factors at work.

RIGOLO · 25-11-2020 05:30PM

RIOT and MARA saving the day, indexs red but the porfolios green, Bitcoin is setting new highs and these miners are firming up . A new sector for me but very lucrative so far. Maybe you can teach an old dog new tricks.

The CRSR dip is offering a new buying oppurtunity with some of those crypto profits.

And PLTR continues to rise, military cloud software, the ultimate black hole industry no one knows what they do and no one knows who they do it for .

DutchYurt · 25-11-2020 05:32PM

I don't know why it's called a bull run because all I'm seeing is red and thats their favorite colour.

Does anyone have a number for the stock market man I've a complaint to make :pac:

Alteryx and Chegg are my only saving grace today.

I still think Alteryx has huge potential and chegg should climb back up with online learning.

Was thinking of making a play on Paypal before earnings with their latest BTC announcement.

Also keep an eye to infrastructure companies in the US - they were underfunded under trump so I think they're a good 2/3 year hold. Which company however I don't know yet!

Mister Vain · 25-11-2020 05:41PM

culchie_abroad wrote: »

Hi All,

Long time lurker, first time poster.

I'm starting to dip my toe into stocks but am a bit wary due to the market being at an all time high, surely a massive correction is on the way?

Interesting in hearing your thoughts on some long terms share picks, I'm aiming to buy a couple hundred every month to slowly build up my portfolio over time. Most of it I'll put into VOO or maybe even ARKK but I'd like to place a few long term bets like below.

Steadyish:
- GOLD
- BA
- SABR
- PYPL

Speculative:
- PLTR
- UBER
- TLS
- DKNG
- NCLH
- When Airbnb & Stripe IPO arrives I'd probably take a few there too

What do you guys fancy for a 5-10 year period (and maybe beyond)?

VOO is a great place to start. The only other one I have in your list is UBER and its doing really well. Square and Adobe are my best performers and I'll definitely be holding them long term. Maybe look into other sectors like healthcare and energy so you're diversified.

Shedite27 · 25-11-2020 05:43PM

DutchYurt wrote: »

I don't know why it's called a bull run because all I'm seeing is red and thats their favorite colour.

Does anyone have a number for the stock market man I've a complaint to make :pac:

Alteryx and Chegg are my only saving grace today.

I still think Alteryx has huge potential and chegg should climb back up with online learning.

Was thinking of making a play on Paypal before earnings with their latest BTC announcement.

Also keep an eye to infrastructure companies in the US - they were underfunded under trump so I think they're a good 2/3 year hold. Which company however I don't know yet!

Funny the last few days I've been the opposite. GReen today

Shedite27 · 25-11-2020 05:43PM

Lots of Twitter rumours that Salesforce will buy Slack.

Up 30% today.

Anyone still holding Slack?

RIGOLO · 25-11-2020 05:44PM

Timmaay wrote: »

Sold 34% of my NIO this morning (for the original capital amount plus 20%), sold half my Tanh that I took a handy 40% gain from yesterday, trimmed 1/4 my Novacyt for a 25% loss (Rigolo worst share tip ever!!!, Lol nay absolutely no regrets and I'll see how the future goes, hopefully get back to breakeven next negative covid news and trim more then, can't win them all). Bought more NNDM on the dip this morning and have buy orders in for it and UMC.

Up 5.1% in Paris and 4.9% in London today, 24 hours . I hear you though, its a rocky ride currently.
My stance hasnt changed , I look out the window and Covids still out there and top quality testing (PCR kits) will be needed.
Also this has been a very quite period for news. The directors accumulated some shares in recent weeks which means we cant get any news for 2 weeks post that.
So I think something is building behind the scenes.
Whenever they had a quite period before and were knocked back they always came out with a great RNS to leg up.
So I am holding until at least another RNS or end of year sales statments whihc is easier as my bep is very low.
I hope you recover all your losses, I hate to see someone down after following my tip , I trust they were up at one point for you.

Share Picks 2020

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