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Share Picks 2020

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howiya

Shedite27 wrote: »

Redfin (RDFN) is a real estate company in US.

This one going well the last few days. You still in?

I bought around 42 and sold mid 50s before it fell back. Bought again at 48

Atlas_IRL

outonawing wrote: »

Thanks for the link, anpanman is really positive about DMYD's prospects.

Will check out the other two &#55357;&#56397;

I haven't looked into metromile that much but its disruptive for the auto insurance industry which of course is huge in the states especially with corona when people are not driving there cars much.

Paysafe have great revenue, you will see the cards in every shop. Kids buy it to pay for game credit.
below infographic is prob not a great comparison of the business models but you can see the revenue difference.

EozS4rhXIAAJ086?format=jpg&name=medium

outonawing

Atlas_IRL wrote: »

Really like this spac, good thread here on it https://twitter.com/spacanpanman/status/1337973682556313600

Also like

bft -> paysafe
INAQ -> metromile
Advent https://www.advent.energy/automotive/

Thanks for the link, anpanman is really positive about DMYD's prospects.

Will check out the other two 👍

DutchYurt

What are peoples thoughts on NIO and the offering of new shares? Think this will dramatically affect the SP?

https://www.fool.com/investing/2020/12/11/why-nio-stock-is-down-today/

weemcd

One More Toy wrote: »

Totally off topic but can you buy games via the app on your phone using phone credit?

Good question. I can't answer I'm afraid. I think it would be similar to any Google app purchase? So for example if you can buy a app/film/tv show this way I'd imagine it would be the same.

One More Toy

weemcd wrote: »

You can subscribe for 9.99£ and have a selection of games included for that. AAA titles can be purchased from the store separately. You can do this with or without the subscription.

Stadia is actually a decent piece of kit. I received a free one but had just pre ordered a PS5. I'm playing Cyberpunk on it now, but if I didn't have that option the Stadia would be very tempting. I think it's pretty much the best version of the game available if you don't have a high end PC/PS5/Xbox Series X. I'll be interested to see if it catches on. It would suit the semi casual gamer as you can play high end titles without an expensive outlay on hardware. Also saves a lot of space. It hasn't caught on yet but Cyberpunk could be it's 'killer app'.

Totally off topic but can you buy games via the app on your phone using phone credit?

weemcd

One More Toy wrote: »

Is there a monthly fee for stadia or just one off purchases?

You can subscribe for 9.99£ and have a selection of games included for that. AAA titles can be purchased from the store separately. You can do this with or without the subscription.

Stadia is actually a decent piece of kit. I received a free one but had just pre ordered a PS5. I'm playing Cyberpunk on it now, but if I didn't have that option the Stadia would be very tempting. I think it's pretty much the best version of the game available if you don't have a high end PC/PS5/Xbox Series X. I'll be interested to see if it catches on. It would suit the semi casual gamer as you can play high end titles without an expensive outlay on hardware. Also saves a lot of space. It hasn't caught on yet but Cyberpunk could be it's 'killer app'.

One More Toy

Treppen wrote: »

Apparently it works well on the much maligned Google Stadia, so Google are giving away free controller and Chromecast with every purchase of CP2077 !

Is there a monthly fee for stadia or just one off purchases?

Treppen

Wombatman wrote: »

Dang. Could turn nasty for CD Project Red and Cyberpunk 2077.

https://www.eurogamer.net/articles/2020-12-13-sony-has-begun-refunding-unhappy-cyberpunk-2077-fans-playing-on-ps4

Apparently it works well on the much maligned Google Stadia, so Google are giving away free controller and Chromecast with every purchase of CP2077 !

hottipper

Atlas_IRL wrote: »

Really like this spac, good thread here on it https://twitter.com/spacanpanman/status/1337973682556313600

Also like

bft -> paysafe
INAQ -> metromile
Advent https://www.advent.energy/automotive/

metromile should do well. Will check out those others thanks!

Atlas_IRL

outonawing wrote: »

Picked up a few shares at $13 in the SPAC dMY Technology Group 2 Inc today.

DMYD not to be confused with DMYT, is due to merge with Genius Sports Group in the first quarter of next year. GSG supplies data on sports events to betting operators in what should be an expanding market in the US in the coming years.

Really like this spac, good thread here on it https://twitter.com/spacanpanman/status/1337973682556313600

Also like

bft -> paysafe
INAQ -> metromile
Advent https://www.advent.energy/automotive/

Wombatman

Dang. Could turn nasty for CD Project Red and Cyberpunk 2077.

https://www.eurogamer.net/articles/2020-12-13-sony-has-begun-refunding-unhappy-cyberpunk-2077-fans-playing-on-ps4

Shedite27

massdebater wrote: »

Those of you who are super bullish on Airbnb, are you worried about how much the company is affected by outside forces? Lots of places introduced strict laws about who can and can't rent out their house, business licences needed, laws about the number of days rented per year etc. and the general sentiment is that Airbnb harms the rental market and always seems to face a tonne of kickback from local governments.

As a consumer, it's one of my favourite companies ever but I'm wary of putting my investing money in something that can have laws suddenly passed somewhere that could negatively affect the share price. I guess that could work both ways but laws seem to be tightening rather than loosening. I usually like high upside companies, I just think their ceiling is capped slightly. Am I being too conservative here?

Any disruptor gets negative press. Amazon isn't good for shopping centres, Uber isn't good for Taxis, I can't see many places outlawing short term rentals when it's needed. It allows for tourism - outlawing them just gives Hotels more power tor aise prices.

Jim2007

rugbyman wrote: »

Jim 2007

I would like to gain access to see the order books on ,initially, Irish Shares.
You have often mentioned this.
To what organisation do I need to subscribe to.
Thanks in advance

I'm not familiar with Irish offerings. Here (Switzerland), most brokers offer the service with prices from free for the local market to about 200 Euros/Month for full access to all markets.

cronos

massdebater wrote: »

Those of you who are super bullish on Airbnb, are you worried about how much the company is affected by outside forces? Lots of places introduced strict laws about who can and can't rent out their house, business licences needed, laws about the number of days rented per year etc. and the general sentiment is that Airbnb harms the rental market and always seems to face a tonne of kickback from local governments.

As a consumer, it's one of my favourite companies ever but I'm wary of putting my investing money in something that can have laws suddenly passed somewhere that could negatively affect the share price. I guess that could work both ways but laws seem to be tightening rather than loosening. I usually like high upside companies, I just think their ceiling is capped slightly. Am I being too conservative here?

If the stock price half's from where it is now I'd be in. Otherwise I think it's too high. It's the same valuation as Facebook was when it IPO'ed. I think Facebook always had an easier path to scale. But at half it's current price I'd give it a go. Facebook halfed after it's IPO back in the day, so could happen here I think.

The valuation the company had back in March was $30 a share. I really don't think $140 or $150 is justified currently.

massdebater

Those of you who are super bullish on Airbnb, are you worried about how much the company is affected by outside forces? Lots of places introduced strict laws about who can and can't rent out their house, business licences needed, laws about the number of days rented per year etc. and the general sentiment is that Airbnb harms the rental market and always seems to face a tonne of kickback from local governments.

As a consumer, it's one of my favourite companies ever but I'm wary of putting my investing money in something that can have laws suddenly passed somewhere that could negatively affect the share price. I guess that could work both ways but laws seem to be tightening rather than loosening. I usually like high upside companies, I just think their ceiling is capped slightly. Am I being too conservative here?

Stormington

RIGOLO wrote: »

Its Friday , the 2 big IPOs this week sucked alot of dry powder .
We are coming to the end of year and the big firms are booking their profits to meet their targets and get their bonus's.
Everyone is human, even traders and they are switching to holiday mode, the US , the world has been thru the wringer , if you played it smart alot of money has been made , time to step back. I feel it myself and pretty much everyone I know in the US is taking extended vacations this holidays, some already begun people who normally take 2 days are taking 2 weeks, I think the same applies to Wall St. Thats my 2 cents .. 2021 we rise again .

Fair enough. I view the Vix as the canary in the coal mine so when it jumps 10% in a day I'm wary. There's no time to step back though, that's when you might be caught slipping.

Speaking of holidays, is anyone else eyeing up or in CWH?

rugbyman

Jim 2007

I would like to gain access to see the order books on ,initially, Irish Shares.
You have often mentioned this.
To what organisation do I need to subscribe to.
Thanks in advance

Jim2007

jinish wrote: »

May I please ask your expertise on analysing BionTech?
I have around 100 shares of BNTX average around 124. Looking at the market cap its sitting around 30 billion. The vaccine is their first marketable product.
Analysts estimates are not really positive, in fact their target is between 67 -129.
Looking at the current situation, the vaccine might bring almost 5 billion revenue to BionTech in 2021.
Somehow I feel that Bntx didn't get the attention it did require based on the future possibilities.
On the other hand, there is an argument that the growth is already priced in the share value.
Do you think bntx will appreciate over in 2021?
Whats your observations?
Any response would be highly appreciated

Think about how analysts really work:

They listen to the earnings call, may be read a report or two, the better ones may feed figures into a model - usually created by someone else and then make some predictions, which gets reviewed by an investment committee of some type or other before it is released to the general public.

They rarely have much contact with the company's management or other leaders in the sector beyond the opportunity they get to ask a question at the earning call. They are usually unfamiliar with the companies operations, in the sense of having visited the various locations of the company nor their middle management etc....

And when they get it wrong, which they often do, do the accept responsibility for their errors? Nope they punish the stock for failing to meet their expectations! "I just lost you cash because I got it wrong, you'd better sell the stock... trust me I know what I'm doing"

Not really the kind of advice I'd rely on, but it's your money....

Bob Harris

jinish wrote: »

May I please ask your expertise on analysing BionTech?

All I can add is that I'd pay little or no attention to analysts opinion or targets.

jinish

May I please ask your expertise on analysing BionTech?
I have around 100 shares of BNTX average around 124. Looking at the market cap its sitting around 30 billion. The vaccine is their first marketable product.
Analysts estimates are not really positive, in fact their target is between 67 -129.
Looking at the current situation, the vaccine might bring almost 5 billion revenue to BionTech in 2021.
Somehow I feel that Bntx didn't get the attention it did require based on the future possibilities.
On the other hand, there is an argument that the growth is already priced in the share value.
Do you think bntx will appreciate over in 2021?
Whats your observations?
Any response would be highly appreciated

Bob Harris

Dropbox up over 10% AH...rumours of a buyout, no idea if true or not, with rumours the less that is known the better! In here a few weeks ago and up nicely already. Rounds off a decent week.

outonawing

Shedite27 wrote: »

I've found it very hard to look long term on anything this year, there's been so much easy money in the cloud subscription-based stocks. Never had a good reason to sell GAN, still sounds a decent thesis, it just felt like missed opportunity elsewhere

I bought Gan and Draftings at the same time, sold Draftings at $35 for a tidy profi, but held onto a small holding in Gan that cost me $17.10.

One thing that concerns me is that it is incorporated in Bermuda. Why would this be so?

Shedite27

robman60 wrote: »

Are the GAN fanboys still aboard that ship? It's one of a few stocks that's in the red and anything else I'd consider (eg Airbnb) is far outside my buy range. Considering doubling down on GAN but maybe I'm throwing good money after bad... Keen to hear a bull or bear perspective on it.

That and PSTH are the only two I'm looking at much at the moment.

I've found it very hard to look long term on anything this year, there's been so much easy money in the cloud subscription-based stocks. Never had a good reason to sell GAN, still sounds a decent thesis, it just felt like missed opportunity elsewhere

AmberGold

robman60 wrote: »

Are the GAN fanboys still aboard that ship? It's one of a few stocks that's in the red and anything else I'd consider (eg Airbnb) is far outside my buy range. Considering doubling down on GAN but maybe I'm throwing good money after bad... Keen to hear a bull or bear perspective on it.

That and PSTH are the only two I'm looking at much at the moment.

Yep underwater on GAN, hanging in there on the basis of more states relaxing gambling laws or as a target for an acquisition.
Shouldn’t be too hard finding something better.

I’ve a shed load in PSTH and it accounts for >70% of my portfolio so won’t comment on that one...

robman60

Are the GAN fanboys still aboard that ship? It's one of a few stocks that's in the red and anything else I'd consider (eg Airbnb) is far outside my buy range. Considering doubling down on GAN but maybe I'm throwing good money after bad... Keen to hear a bull or bear perspective on it.

That and PSTH are the only two I'm looking at much at the moment.

culchie_abroad

I'm just after taking a small punt (500 to get 173 shares) on UUUU (Energy Fuels). They're a company specializing in uranium mining development.

Uranium stocks have picked up in the last few months on the back of some proposed legislation to try and create a US national strategic reserve.

Longer term however, reserves are low as Fukushima disaster shut down a lot of mines creating a lack of supply along with the green agenda + newer smaller reactors which are being created for other uses. Also India and China building a lot of plants, even if they're closing in Europe.

There was a bubble market in 2007, where Energy fuels was worth 230$ a share, it's currently trading at about 3$. It might be a slow burner to keep an eye on.

The downside is that if we have another Chernobyl/Fukushima, the stock will be worth absolutely nothing.

outonawing

Picked up a few shares at $13 in the SPAC dMY Technology Group 2 Inc today.

DMYD not to be confused with DMYT, is due to merge with Genius Sports Group in the first quarter of next year. GSG supplies data on sports events to betting operators in what should be an expanding market in the US in the coming years.

RIGOLO

Stormington wrote: »

Vixxy is pumping to 25 - almost everything will take a battering.

Correction - 25.09 as I type this. What happened/is happening?

Its Friday , the 2 big IPOs this week sucked alot of dry powder .
We are coming to the end of year and the big firms are booking their profits to meet their targets and get their bonus's.
Everyone is human, even traders and they are switching to holiday mode, the US , the world has been thru the wringer , if you played it smart alot of money has been made , time to step back. I feel it myself and pretty much everyone I know in the US is taking extended vacations this holidays, some already begun people who normally take 2 days are taking 2 weeks, I think the same applies to Wall St. Thats my 2 cents .. 2021 we rise again .

cronos

Nemeses2050 wrote: »

hold up of stimulus talks...I would see this as an opportunity to grab some...well after chasing NIO forever, picked some there....

Hope you have better luck than I've had so far. 15% down. But I'm going to hold long term. I've put in another buy if it drops to $39.