Share Picks 2020

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 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.

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 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

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 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 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.

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

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.

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

Go back a month to October and it wasn't top of any market
https://marketing-image-production.s3.amazonaws.com/uploads/0957a83dc4d850bc438af34e1e4b232655006dcf1eaed776258ca01c8e488eb8fcc3b4d9f08702043ac897b4bab518d337a01218374e1bac9f0c38054bb76529.png

September was fairly Tesla!
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 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.

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.

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 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!

Spreadsheet for me for now.

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