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Share Picks 2020

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One More Toy

Bought Starbucks today, so you may as well short it knowing my luck!

DutchYurt

One More Toy wrote: »

Bought Starbucks today, so you may as well short it knowing my luck!

I'm in this comment and I don't like it :pac:

dashcamdanny

Treppen wrote: »

Don't touch aurora with ten foot pole (long term anyway).

Looks like USA will follow path of Canada , I don't think I have the resolve to jump on that rollercoaster again.

the last time you said that about Aurora, it went up 30%

DutchYurt

dashcamdanny wrote: »

the last time you said that about Aurora, it went up 30%

A 30% gain doesn't change the fact it's a fundamentally flawed company.

Treppen mentioned you can make a short term profit - best of luck if you want to go for it.

Bob Harris

OwlsZat wrote: »

I hope you held Bob. Flying the last week.

I've dumped them all now. It may have been premature but I've been cycling out of more uncertain companies and getting my holdings down to 4/5 core longer term holds that I will add to and to achieve that VSTM was the last to go. No more small holdings and no more punts on the likes of VTSM which could explode or will more likely just be a dog in the portfolio. Apart from 'dodgy' companies there'll be no more mickey mouse speculative buying either. €200/300 of a stock is pointless really in my mind. A 50% pop which is very decent but still 'only' €150. If I put 200/300 now it'll be adding to a bigger position I hold. I'd sooner get 5% on 3/4k invested in a more solid company than 50% today that could be back to where I started or worse tomorrow though arguably the likes of 4D Pharma and XL Fleet are hardly blue chip and I'm considering bitcoin also.

I think it was Supercell a few days ago said that his wife's best left policy alone was far more profitable than him chasing trades here and there. I've a similar story whereby my mother had a policy maturing a few weeks ago and I went to the financial advisor with her so she knew what was going on. Ignorance is bliss it seems. Regular savings long term and just rolling policies over as they matured and hardly knowing what she had worked out very well to the point where I had to convince that she had as much as she had.

I've bought all sorts of shíte and lot of them got me well into the green this year so quitting the 'speculative trading' while I'm ahead and looking towards longer the longer term by opening or adding to longer positions.

DutchYurt

Fastly
Opened at 82.69
Peaked at 97
Now trading around the 91-92

My BEP is 91 - with currency fluctuations 94 will be my BEP.

If the Cisco news is true, take over target SP would be about 130..

I'm not sure whether to sell out now after recovering my losses or hold on a bit more. Thoughts?
I think I might hold a bit more.. but what a run of a day.. Will be splurging on the takeaway tonight!

Edit - now 89... that was short lived.. wow.

weemcd

NIO down ~20% this week

Shedite27

weemcd wrote: »

NIO down ~20% this week

Do ya get the monthly activity mails from Degiro? It was the most traded stock on Degiro for November in 11 of 18 european countries

weemcd

Shedite27 wrote: »

Do ya get the monthly activity mails from Degiro? It was the most traded stock on Degiro for November in 11 of 18 european countries

I don't think so, or if I do I've not read any before

Treppen

dashcamdanny wrote: »

the last time you said that about Aurora, it went up 30%

Ya ok I suppose I just didn't know when to pull the plug as I watched a long falling knife (although got out before it hit bottom too). I've been hearing about 'Legalisation' in the USA since 2017 after Canada was on the path but it's just so messy I can't really see it happening in the US at a federal level, so if it happens locally then it's going to be right skirmish. Investors will be looking to throw money at the next big thing and then the companies will have too much money to know what to do with ( remember Bruce Linton! ). So maybe you can get in and get out quick.

I'm finally back in the green with Aphria and foolishly also dumped Canopy at 25 just before it started to rise again (but got in at 9, so take what wins I can these days). Any Aphria holders here? Think I recommended them to some poor souls a year or 2 back at 17$, who knows though! As it's my last holding I'm just holding out of sheer nostalgia (Warren Buffet would probably not approve of that philosophy).

Where's this all going though? Massive warehouses to grow plants ( Aurora Sky anyone!! ) seems very old technology when the pharmas are going for pure synthesis, as opposed to extracting from a tonne of plants.

When that happens it'll negate the whole patient-smoking-for-medicine argument. What's left will be cannabis smokers and edibles , and generally smoking is kind of a bad thing these days be it vaping, tobacco or cannabis. Edibles and Beverages... that will probably be a mixed bag like craft breweries.

Long term, I have my eye on InMed for their glaucoma trials using CBN, early days as with all their other phase trials but I think that's the way forward for medical applications.
For a research biotech they seem over priced at what they are trading at, but if they can crack it , it might be good.

Any pharma people on here care to have a quick look and comment on InMed and potential market size if it comes good?

https://www.inmedpharma.com/science/

80s Child

Bob Harris wrote: »

I've dumped them all now. It may have been premature but I've been cycling out of more uncertain companies and getting my holdings down to 4/5 core longer term holds that I will add to and to achieve that VSTM was the last to go. No more small holdings and no more punts on the likes of VTSM which could explode or will more likely just be a dog in the portfolio. Apart from 'dodgy' companies there'll be no more mickey mouse speculative buying either. €200/300 of a stock is pointless really in my mind. A 50% pop which is very decent but still 'only' €150. If I put 200/300 now it'll be adding to a bigger position I hold. I'd sooner get 5% on 3/4k invested in a more solid company than 50% today that could be back to where I started or worse tomorrow though arguably the likes of 4D Pharma and XL Fleet are hardly blue chip and I'm considering bitcoin also.

I think it was Supercell a few days ago said that his wife's best left policy alone was far more profitable than him chasing trades here and there. I've a similar story whereby my mother had a policy maturing a few weeks ago and I went to the financial advisor with her so she knew what was going on. Ignorance is bliss it seems. Regular savings long term and just rolling policies over as they matured and hardly knowing what she had worked out very well to the point where I had to convince that she had as much as she had.

I've bought all sorts of shíte and lot of them got me well into the green this year so quitting the 'speculative trading' while I'm ahead and looking towards longer the longer term by opening or adding to longer positions.

This is a really great post.

As a newbie, I'm torn between ETF's, dividend stocks and simply buying blue chips and adding to them over time and just letting them grow. It's a bloody minefield and one I'm certainly trying to way up.

You see posters here mentioning stocks and the work they've done etc and my head spins TBH. I backed PSTH because Rigolo picked it and a load of people followed and I thought, "Sure what the hell". Now, it was very small money, but it highlighted my naivety.

The one area I am intrigued about is companies going for their IPOs. I'm looking at AIRBNB and Petco.

Again, I'm a newbie and just starting out so this a minefield, so it was definitely good to hear of your honest experience.

Cheers

AmberGold

80s Child wrote: »

This is a really great post.

As a newbie, I'm torn between ETF's, dividend stocks and simply buying blue chips and adding to them over time and just letting them grow. It's a bloody minefield and one I'm certainly trying to way up.

You see posters here mentioning stocks and the work they've done etc and my head spins TBH. I backed PSTH because Rigolo picked it and a load of people followed and I thought, "Sure what the hell". Now, it was very small money, but it highlighted my naivety.

The one area I am intrigued about is companies going for their IPOs. I'm looking at AIRBNB and Petco.

Again, I'm a newbie and just starting out so this a minefield, so it was definitely good to hear of your honest experience.

Cheers

Nothing naive about buying PSTH, actually one of the best options about currently if you are patient. In the overall scheme of things it won’t be a long wait.

Don’t buy into an IPO day one, they have a turbulent start which can go on for a while, have a look at SNOW, Unity software etc to get a feel..

littlevillage

Soo.... Its been a great few months. Soo great in fact, I'm getting worried.

Everything I have invested in (after doing my own research) has turned to gold....or at least silver.

Excepting a few wild punts that I took from tips on here and other fora which have turned to dog pooh (but you'll always have that)

I'm posting now, because I've run out of share buying ideas.... basically from midsummer onwards I bought up what I considered to be sure fire recovery plays in energy, retail and discretionary/leisure.

They have done really well..... but now all those companies are basically back to pre covid highs.... and adding further will only dilute my winnings.....and maybe I should in fact be taking some of those winnings off the table?

Anybody else think there might be a major pull back after Christmas?

bcklschaps

littlevillage wrote: »

Soo.... Its been a great few months. Soo great in fact, I'm getting worried.

Spare a thought for the chicken licken's that went to 100% cash in March....and missed the biggest & fastest stock market recovery ever. Not me btw, but they know who they are.

littlevillage wrote: »

Soo anybody else think there might be a major pull back after Christmas?

Maybe, but its a coin toss, you could miss another rally just as easily. My earned profits this year will cushion any short term pull back blow for me anyway...and I imagine most of the serious posters on here have made big profits this year too.

Shedite27

littlevillage wrote: »

Anybody else think there might be a major pull back after Christmas?

Not too likely IMO, there's nothing that could upset it at the moment as I see it, Vaccines on the way, US Presidential changeover is at a standstill till Jan, most comapies have beat results in the past while, and there's gonna be some big headlines about the amount of trade done online for Christmas that will boost ecommerce, finance stocks.

Anyway, no point in guessing it, as you've seen this year, Staying invested is the easiest way to profits.

Shedite27

80s Child wrote: »

This is a really great post.

As a newbie, I'm torn between ETF's, dividend stocks and simply buying blue chips and adding to them over time and just letting them grow. It's a bloody minefield and one I'm certainly trying to way up.

You see posters here mentioning stocks and the work they've done etc and my head spins TBH. I backed PSTH because Rigolo picked it and a load of people followed and I thought, "Sure what the hell". Now, it was very small money, but it highlighted my naivety.

The one area I am intrigued about is companies going for their IPOs. I'm looking at AIRBNB and Petco.

Again, I'm a newbie and just starting out so this a minefield, so it was definitely good to hear of your honest experience.

Cheers

Good luck getting invovled, there's a bit to elarn that you'll probably pick up through a bit of trial and error. IMO dividend stocks are a fools gold for people paying Irish income tax. I get taxed 42% on any dividends I recieve, whereas if a growth stock increases share price, I get taxed 22% on the gain. Also, it's a lot easier for share price to grow over time if it's not paying out dividends.

IPO's are tough, as others mentioned, wait a week to see where it's landing. Have a look at some recent IPO's, Snowflake settled about the $230 mark (was about $300 on day 1). Lemonade settled about the $55 mark (was about $80 on day 1). Once you see a base emerge, that's a good time to buy in. Almost without fail, the day 1 price available to us will be a lot lower within the week

daheff

littlevillage wrote: »

....and maybe I should in fact be taking some of those winnings off the table?

Anybody else think there might be a major pull back after Christmas?

I think we will see some pull back into the new year.market will be watching Xmas retail numbers, Brexit deals.

This time of year is prone to see a lot of buying as fund managers don't want to be left sitting on a lot of cash for year end. Investors want their money invested!!

So money could be taken back off the table early Jan.... especially if there are any US hiccups between Trump & Biden

Look at Jan returns for markets over last 20-30 years to get an idea of what might happen.

Shedite27

weemcd wrote: »

I don't think so, or if I do I've not read any before

They send an image of the most traded stock in a month. Here's November 2020, NIO all over the place.

e2NVs0qqKX1denibz8JTqYYFSeZb6mDolSg-iZAOix1E0MSQjygRFi5S2S_hja05LUO9qyGQxszMSyeDSu1RXIuls_PGyPHP7lNSd5BypKCtjl0iQ0n6Qi8g_zV6WJ5czRosokELMw14ozlTTiDorXdbXCqxChG6X5fylQtIYsIvPVvNJuVzfr7nzrudkUlPVQiN-lfrZqeD_Kor7DvGiGYM6eFzvrH6mRflW1CmiFBuCaYSMo2fJ41bE-DSNgTo5tkwUu4q5aW2fHmob0_PVmZWfG4=s0-d-e1-ft#

e2NVs0qqKX1denibz8JTqYYFSeZb6mDolSg-iZAOix1E0MSQjygRFi5S2S_hja05LUO9qyGQxszMSyeDSu1RXIuls_PGyPHP7lNSd5BypKCtjl0iQ0n6Qi8g_zV6WJ5czRosokELMw14ozlTTiDorXdbXCqxChG6X5fylQtIYsIvPVvNJuVzfr7nzrudkUlPVQiN-lfrZqeD_Kor7DvGiGYM6eFzvrH6mRflW1CmiFBuCaYSMo2fJ41bE-DSNgTo5tkwUu4q5aW2fHmob0_PVmZWfG4=s0-d-e1-ft#

https://marketing-image-production.s3.amazonaws.com/uploads/6363dae82d6d7deee1c981d9374adb9c7d80271b7fa66a5b3b2c6f91597167b2b2733c8dcc73b8a0bd23edcda013f458cc7db10ffc8a3cd0b2ce04a1ccecb0ac.png

Go back a month to October and it wasn't top of any market
TvIanDTc4zHguVdM00_X07obgSa422aL_tsgXx6MI2MEbPZWiAdOBFgyWLAx0RVj4P-RjttlIQdsrmqhIn-uP2m2vZ5W7DvyCQimsQgH3nscdIqE2zKQ1jFZQv3iY7ROJA-7jZ_gYeV0Cxvfb9scb0pDIdQzNJyNb_cN1xUWBxtwMdd5dzvWrAi2Eu9CycfrsexLnoKBSbRywzYhI4SNzbwR6Xku7Jjq4678_0Hcl0AYSGmKQAPkkKNqU-y9e2uI825_KvT_QOfMsBFpbojoNV06XCo=s0-d-e1-ft#

TvIanDTc4zHguVdM00_X07obgSa422aL_tsgXx6MI2MEbPZWiAdOBFgyWLAx0RVj4P-RjttlIQdsrmqhIn-uP2m2vZ5W7DvyCQimsQgH3nscdIqE2zKQ1jFZQv3iY7ROJA-7jZ_gYeV0Cxvfb9scb0pDIdQzNJyNb_cN1xUWBxtwMdd5dzvWrAi2Eu9CycfrsexLnoKBSbRywzYhI4SNzbwR6Xku7Jjq4678_0Hcl0AYSGmKQAPkkKNqU-y9e2uI825_KvT_QOfMsBFpbojoNV06XCo=s0-d-e1-ft#

https://marketing-image-production.s3.amazonaws.com/uploads/0957a83dc4d850bc438af34e1e4b232655006dcf1eaed776258ca01c8e488eb8fcc3b4d9f08702043ac897b4bab518d337a01218374e1bac9f0c38054bb76529.png

September was fairly Tesla!
ZwBCFQhFXPE_UE0ZOUJaXaNO2ErRcRw59HcyWvwo__8sYXzMZIvQ3ivysOLMA07NyAfuCEsbVlWdNf4Z-HS95Wns8VwkKRcrrgRTVoG8r62PgMdCb16m8hz0JQ1YDSk_LeoRLm8wmxU55RDxFLAaj17mARGfRRbKVceldX2eI-9EhGk8CbYLaZdzZ0yfyhMNm18MS4hMDW8t_N9zX7a7XeRE45zSk2wRVqdIm4DSV7R20W3krnJ5mxkMTNI9aBVxTwqUWLu5aBh9WNrTRt7CMamb80U=s0-d-e1-ft#

ZwBCFQhFXPE_UE0ZOUJaXaNO2ErRcRw59HcyWvwo__8sYXzMZIvQ3ivysOLMA07NyAfuCEsbVlWdNf4Z-HS95Wns8VwkKRcrrgRTVoG8r62PgMdCb16m8hz0JQ1YDSk_LeoRLm8wmxU55RDxFLAaj17mARGfRRbKVceldX2eI-9EhGk8CbYLaZdzZ0yfyhMNm18MS4hMDW8t_N9zX7a7XeRE45zSk2wRVqdIm4DSV7R20W3krnJ5mxkMTNI9aBVxTwqUWLu5aBh9WNrTRt7CMamb80U=s0-d-e1-ft#

https://marketing-image-production.s3.amazonaws.com/uploads/316f3e83a8dbe53c718b2aa0879c23fe6190a1bc2ff542e9435e1fff10eea8e1041b1c163fe3c9b66d4820eebcb25532608dbe55e892adf7126935fde2b39672.png

Ireland has been Tesla most of the year, BOI was top in June, Apple in October

One interesting one I always find is the Poles. They always have somethign obscure at number 1.
CD Projekt (Computer Games)
Biomed Lubin
CCC SA

butrasgali

I'm thinking of investing in roblox,they are due to float soon,any opinions on this would be greatly welcome .cheers

Bob Harris

butrasgali wrote: »

I'm thinking of investing in roblox,they are due to float soon,any opinions on this would be greatly welcome .cheers

I've heard theyve been around since 2004 and have had losses ever since. I fail to see the attraction personally.

Shedite27

butrasgali wrote: »

I'm thinking of investing in roblox,they are due to float soon,any opinions on this would be greatly welcome .cheers

I hadn't heard of them really, but if you're interested, have a listen to the latest episode of Stock Club podcast, they discusss it.

OwlsZat

Bob Harris wrote: »

I've dumped them all now. It may have been premature but I've been cycling out of more uncertain companies and getting my holdings down to 4/5 core longer term holds that I will add to and to achieve that VSTM was the last to go. No more small holdings and no more punts on the likes of VTSM which could explode or will more likely just be a dog in the portfolio. Apart from 'dodgy' companies there'll be no more mickey mouse speculative buying either. €200/300 of a stock is pointless really in my mind. A 50% pop which is very decent but still 'only' €150. If I put 200/300 now it'll be adding to a bigger position I hold. I'd sooner get 5% on 3/4k invested in a more solid company than 50% today that could be back to where I started or worse tomorrow though arguably the likes of 4D Pharma and XL Fleet are hardly blue chip and I'm considering bitcoin also.

I think it was Supercell a few days ago said that his wife's best left policy alone was far more profitable than him chasing trades here and there. I've a similar story whereby my mother had a policy maturing a few weeks ago and I went to the financial advisor with her so she knew what was going on. Ignorance is bliss it seems. Regular savings long term and just rolling policies over as they matured and hardly knowing what she had worked out very well to the point where I had to convince that she had as much as she had.

I've bought all sorts of shíte and lot of them got me well into the green this year so quitting the 'speculative trading' while I'm ahead and looking towards longer the longer term by opening or adding to longer positions.

I appreciate your new strategy and response but think in the fullness of time on Verastem you'll be shown to be wrong. Fundamentally though your right don't punt on things you don't understand or stretch yourself so far that you can't fully research. Better to only have positions you'd be happy to add to over time.

Bob Harris

OwlsZat wrote: »

I appreciate your new strategy and response but think in the fullness of time on Verastem you'll be shown to be wrong. Fundamentally though your right don't punt on things you don't understand or stretch yourself so far that you can't fully research. Better to only have positions you'd be happy to add to over time.

I'm not writing them off as a company at all and have no problem being wrong in selling them now. Rather than a criticism of the company it's a criticism of my own strategy or lack of one to put it better. The first time I bought was not long before the FDA approval in 2018 and I averaged down a few times to the point where I had 2-3k in them. Got out for some profit in the end and started buying back in and ended up doing the same - averaging down and getting out for a few quid profit but not really any the richer but hopefully now a bit the wiser.

There is a big difference between adding on dips to a long term hold and averaging down to try and get a lower BEP point, hope for a spike and get out without losing. I find I was doing the latter too often through lame brained buys. If VSTM did drop again to $1 - $1.20 range I will admit it would be hard to resist getting in again as I do agree on their prospects and there in lies the draw of the market and the importance of discipline and setting rules for yourself.

I said above I have sold all the more speculative holdings but forgot I still hold VKTX in a another account. I think they're due trial results in the first half of 2021 and I'd expect some strong NASH data going on what they've released to date. Once that proves to be a 10xbagger I'm out!

DutchYurt

UMC seems to be flying in pre-market.. kicking myself for selling out at 7!

Question for the group, who usually sets up this thread for 2021? I'm keen to finish 2020 like everyone else

retalivity

DutchYurt wrote: »

UMC seems to be flying in pre-market.. kicking myself for selling out at 7!

Question for the group, who usually sets up this thread for 2021? I'm keen to finish 2020 like everyone else

Sounds like you've nominated yourself!

DutchYurt

retalivity wrote: »

Sounds like you've nominated yourself!

Ha, fair enough. Will set her up in a week give a good chance to get some 2020 picks in!

DutchYurt

DutchYurt wrote: »

Fastly
Opened at 82.69
Peaked at 97
Now trading around the 91-92

My BEP is 91 - with currency fluctuations 94 will be my BEP.

If the Cisco news is true, take over target SP would be about 130..

I'm not sure whether to sell out now after recovering my losses or hold on a bit more. Thoughts?
I think I might hold a bit more.. but what a run of a day.. Will be splurging on the takeaway tonight!

Edit - now 89... that was short lived.. wow.

There's something going on here, both Fastly and Cisco didn't confirm deny the buy, SP went up 17$ with 35million in volume on friday

It opened at -4% so sitting at 85.. what a wild ride.. there's something going on.. I just don't know what

RIGOLO

RIGOLO wrote: »

...
KODK ($9) - they will get that loan eventually
...

I had to wait 2 months .. but sometimes , not always, but sometimes the waiting pays off.
up 59%, hit over $14 on news of no wrongdoing by the board or CEO
Hard to believe we are expecting 30,40,50% swings on stocks in a few months but if thats the game, then lets roll the dice.

Anyways , lets move some of these profits to PSTH before they dissipate.
KODK mcap still only 900m and loan is for over 700 so will leave a bit there as this week it should run some more.

RedRochey

How do people track their portfolios? I have an excel doc that works OK on a portfolio level but I don't have anything set up for specific stocks

Is there any good websites? I know yahoo finance is good but anything else?

teroknor83

Spreadsheet for me for now.

3 worksheets. portfolio summary with all stocks, dollar cost averaging of each stock and dividends