Share Picks 2020

DutchYurt · 02-12-2020 06:26PM

AmberGold wrote: »

Similar story here, hard lesson, I only ever buy on lows now despite how much FOMO I'm suffering from.

If the stock I want isn't at a low I time my entry or pickup something else that is.

I use two brokers, DeGiro was my starter account and is red all over but up 20% due to a few Growth plays. I'm gradually getting out of my crappy picks.

My other account in Interactive has never been red and shows a significant gain.

I shudder everytime I open degiro to see the big negative. I imagine this is why paddy power doesn't record losses on peoples accounts! :pac:

Cpfm · 02-12-2020 06:50PM

DutchYurt wrote: »

I've actually set up a 212 account to do just that for DCA approach on stocks I see as 5 year hold. Degiro is just my big red whale. All I want to is to get to 0 or even +1 euro. Seeing - and red every day is tough. But patience seems to be the key here.. However with Edesa which is one I am chasing.. it just keeps dripping down. I bought at 8.6 at the start of September, its now 4.78 and counting down...After a big buy i'm trying to DCA to average down, a hybrid of sorts..

I'm not seeing the light at the end of the tunnel and fear it might be a loser, going to give it until for more trials news and just go from there.. but if it hits 4.5 first my alarm bells will be going off

As a noob I'm also struggling with FOMO, this is a great thread to pick up tips, particularly in Pharma and EV of late. After a summer of poor choices to try and pick up under valued companies that would recover after C19, airlines, oil etc, I've rebuilt some long term holdings and much smaller bites on the more risky plays like PLTR and NNDM. When you see them go +20% in a day you wish you put in more... but like you guys are saying, patience pays. Have managed to stay in green for the last couple of weeks. might be learning something. DutchYurt I am cracking up reading your posts... wish I had the same sense of humour when my own choices tank ...

sirboby · 02-12-2020 07:16PM

sirboby wrote: »

(2-11-2020)
I am getting into CDProjekt's stock, CDR for a ~3-6 month play

I think its getting near time to reduce my holding, up a good amount and would like to reduce the risk that there new game bombs.

Think I'll wait it out a few more days tho.

sirboby · 02-12-2020 07:21PM

Also, I am getting really tempted to take out a small bit of margin on Degiro.

I know the risks, but don't know if it has many tax implications.

Anyone want to talk me out of it? please

DutchYurt · 02-12-2020 07:35PM

Cpfm wrote: »

As a noob I'm also struggling with FOMO, this is a great thread to pick up tips, particularly in Pharma and EV of late. After a summer of poor choices to try and pick up under valued companies that would recover after C19, airlines, oil etc, I've rebuilt some long term holdings and much smaller bites on the more risky plays like PLTR and NNDM. When you see them go +20% in a day you wish you put in more... but like you guys are saying, patience pays. Have managed to stay in green for the last couple of weeks. might be learning something. DutchYurt I am cracking up reading your posts... wish I had the same sense of humour when my own choices tank ...

I bought into Slack after the FOMO of missing earnings seeing the hype around ZOOM. Jaysus was I wrong. Some times all you can do is laugh, I had to explain to my friends I'm not stupid just fiscally irresponsible and I think that sums it up!

Too much positive going around with covid. I'm just playing anchor here, you guys think it's going bad, lets see whos negative is bigger (get your head out of the gutter).

DutchYurt · 02-12-2020 07:38PM

DutchYurt wrote: »

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

But honestly if there is someone I could complain to I'd appreciate it. Drawing fake lines going upward on trading view just doesn't cut it anymore.

Bob Harris · 02-12-2020 07:47PM

DutchYurt wrote: »

But honestly if there is someone I could complain to I'd appreciate it. Drawing fake lines going upward on trading view just doesn't cut it anymore.

You could try the SEC but I think they are utterly useless. The shenanigans that go on are outrageous at times and they are powerless. I'd say you'd have more joy writing to your local TD.

DutchYurt · 02-12-2020 07:56PM

Bob Harris wrote: »

You could try the SEC but I think they are utterly useless. The shenanigans that go on are outrageous at times and they are powerless. I'd say you'd have more joy writing to your local TD.

I meant it more along the lines of "Yes Mr Stockman, can you make my stocks go up please?... Wednesday? Sure! I can hold the line"

If you ever write to your TD just make sure it's in a brown envelope, gaurentee it'll be opened :pac:

I digress, what do people think of Nvidia? It's been on a screamer since March - I think it might go to 4 digits at this rate

cronos · 02-12-2020 08:02PM

NDQ | CRSR Crosshair looks like it could be potentially a good price around the 33.90 USD mark.

UPDATE: Trade went through at 33.80

Wombatman · 02-12-2020 08:04PM

Bought GBT a couple of weeks ago. Up 10%. I hope to get it up around $65 in the next couple of months.

80s Child · 02-12-2020 09:00PM

DutchYurt wrote: »

I meant it more along the lines of "Yes Mr Stockman, can you make my stocks go up please?... Wednesday? Sure! I can hold the line"

If you ever write to your TD just make sure it's in a brown envelope, gaurentee it'll be opened :pac:

I digress, what do people think of Nvidia? It's been on a screamer since March - I think it might go to 4 digits at this rate

Tipped by MF also.. yes.. that's the extent of the homework I've done on Nvidia

Wombatman · 02-12-2020 09:00PM

cronos wrote: »

NDQ | CRSR Crosshair looks like it could be potentially a good price around the 33.90 USD mark.

UPDATE: Trade went through at 33.80

Eleven analysts cover Corsair stock. Creutz rates it at Hold, while the others say it is a Buy, The average target for the stock price is $36.65, which suggests a potential gain of roughly 7% from the level at midday on Wednesday.

https://www.barrons.com/articles/corsair-gaming-stock-falls-after-downgrade-valuation-is-the-issue-51606936243?siteid=yhoof2

cronos · 02-12-2020 09:15PM

Wombatman wrote: »

https://www.barrons.com/articles/corsair-gaming-stock-falls-after-downgrade-valuation-is-the-issue-51606936243?siteid=yhoof2

Yes not super cheap I agree and doubtful it will see 50 again. Might just hit 40 though. Obviously speculation.

Shedite27 · 02-12-2020 09:42PM

DutchYurt wrote: »

I shudder everytime I open degiro to see the big negative. I imagine this is why paddy power doesn't record losses on peoples accounts! :pac:

SkyBet show this, I switched to them to get visibllity and gave up gambling pretty quickly after that

Shedite27 · 02-12-2020 09:50PM

DutchYurt wrote: »

My degiro account has been in the red for almost 2 years now overall. Not great for the mental health.

All the shares I've made small plays on have made huge gains and my big plays have all dropped 40/50%.. Such is life (damn hype stocks where all logic goes out the window)

BUT The last 6 months has taught me a huge amount but still in the red so to see people go from 5k to 10k gives me hope and is a serious return. Congrats I'm hoping to be in green some day!

We've all been there with the hype stocks, I'd definitely keep the hype stocks to 10% of my portfolio. 90% of my stocks I can honeslty say, I never worry about, and don't consider selling. The 10% of punt stocks are the ones that might work and make a big boost, but if they fail, my portfolio as a whole won't be red.

Wombatman · 03-12-2020 10:45AM

Wombatman wrote: »

Bought GBT a couple of weeks ago. Up 10%. I hope to get it up around $65 in the next couple of months.

Even more value there now...:o

all the bais · 03-12-2020 10:52AM

Any thoughts on the Sage Group? LON:SGE

Fell 15% 2 weeks ago on the back of increasing investment in cloud.
https://www.proactiveinvestors.co.uk/companies/news/934496/sage-group-slides-on-plans-to-hike-investment-in-cloud-software-934496.html

Timmaay · 03-12-2020 01:43PM

UMC $7.70, over 100% return for me since July, another fantastic boards recommendation. Nice straight line drama free chart with it also.

Atlas_IRL · 03-12-2020 02:01PM

Timmaay wrote: »

UMC $7.70, over 100% return for me since July, another fantastic boards recommendation. Nice straight line drama free chart with it also.

My roommate works for a patent law firm and UMC are selling all their patents at the moment so I had it but good rid of it, use that info as you will, they could just be going into a different area but they currently have a pick of all their patents.

cc87 · 03-12-2020 02:08PM

agoodpunt wrote: »

Not sure about airlines unless ryanair or similar who have a fleet of 737's, short haul, single class, lowest cost base and money in the bank.
IAG and lufthansa mix of long haul, aircraft, classes and higher costs will need to change many of these variables to operate profitably

I went in on IAG at 104p (prior to initial vaccine announcements) and again at 145p.

My portfolio is quite small and was looking for a low cost travel related investment with potential to increase. Ryanair/easyJet were out of my price range for a reasonable sized investment. Given the airlines involved in IAG I couldn't see them going bust without governments stepping in though.

IAG has been steadily increasing but it does reflect your opinion in that any significant increase is usually followed by a drop from people cashing out (today being a good example of this).

I'm comfortably in the green with it now and think I'll look to cash out if it gets to and stays above 200. I feel IAG has a low ceiling for its max value (around 240 for the last few years) unless there's some significant changes in how they operate.

As an aside BT is another I went in at that time for 105p and is steadily increasing, at 133 now. Depending what happens with BTsport it has potential to continue increasing.

Thargor · 03-12-2020 02:36PM

That lithium dog from a while back PLS is back in profit for me, cant decide whether to grab the cash and run or if another lithium bull run is on the way, think I'll leave it for now and see if it can get back up to a dollar, they did just pick up all of Altruas assets for a song.

robman60 · 03-12-2020 03:10PM

Timmaay wrote: »

UMC $7.70, over 100% return for me since July, another fantastic boards recommendation. Nice straight line drama free chart with it also.

Same as, great call from the poster. I remember they said it was recommended by someone who puts huge figures into one stock at a time with a 2-3 year horizon or something - hopefully they're well up at this stage!

Had continued buying Intel between 44-47 and it's steadily climbing. The dividend is nice while I wait too.

DutchYurt · 03-12-2020 04:30PM

Any thoughts on SQ the payment and point-of-sale solutions - just reading an article about them becoming a back also. Could be a very good long term hold

Kilboor · 03-12-2020 04:35PM

DutchYurt wrote: »

Any thoughts on SQ the payment and point-of-sale solutions - just reading an article about them becoming a back also. Could be a very good long term hold

Be careful of competition from JpMorgan

https://www.google.com/amp/s/www.cnbc.com/amp/2020/10/21/jpmorgan-takes-on-square-and-paypal-with-smartphone-card-reader-faster-deposits-for-merchants.html

DutchYurt · 03-12-2020 05:12PM

Kilboor wrote: »

Be careful of competition from JpMorgan

https://www.google.com/amp/s/www.cnbc.com/amp/2020/10/21/jpmorgan-takes-on-square-and-paypal-with-smartphone-card-reader-faster-deposits-for-merchants.html

Saw that yeah, banks are feeling the fintech pressure

voodoo · 03-12-2020 05:29PM

Nice sea of green going on today! Jobless numbers better than expected!

Anyone in ZScaler (ZS)? Some jump over night... didn't get in but wish I had... great cloud security (non-covid) stock

retalivity · 03-12-2020 05:50PM

Rolls Royce flew out of the traps today like....a Rolls Royce. Sold 20% of my holding from the rights a month or 2 back, nice return on that.

Doing some analysis of my portfolio and ytd performance, not a bad oul year all things considered!

cc87 · 03-12-2020 07:14PM

What are people's thought on AirBNB?
IPO on the 10th. Initial price supposed to be $45-50 so outside my price range but curious still.

Wonder if it will be better value to wait until early next year when the hype has died down and the more long term effect of COVID on its business is clearer.

Liamo_mu · 03-12-2020 07:16PM

Not buying Boeing at 200 is quite upsetting

outonawing · 03-12-2020 08:13PM

cc87 wrote: »

What are people's thought on AirBNB?
IPO on the 10th. Initial price supposed to be $45-50 so outside my price range but curious still.

Maybe I'm stupid, why is it out of your price range?

Even if you can't afford to buy one share, you can now buy fractions of a share with some brokers.

Share Picks 2020

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