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Share Picks 2020

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DutchYurt

new2tri19 wrote: »

How do you stop beating yourself up over stocks you sold that you should have kept . I had 10k worth of Tesla in 2017 , each day it's painful . I had 5 stocks back then Tesla Google BP Ryanair and Berkshire .
I read too much about diversification and ended up getting into investment trusts . Costly error. I'm never selling again ��

Same way I don't beat myself up for not getting the lotto numbers right. You don't have a crystal ball. It could work the other way beat yourself up for not selling a stock that went on to **** the bed.

As some lad I used to work with used to say "If hindsight married foresight presence of mind wouldn't be such a bastard" stop looking back you're not there. Try and figure out the next stock that will pop like Tesla over the next five years. And if you figure it out please tell me, thanks.

ADZAM

Couple of ideas:

INAQ (Metromile SPAC) - expected to complete merger in Q1 - pay per mile insurance ~$13 - Also see ROOT - Insuretech Car insurance - big drop off after IPO could be worth a punt, I'm bag holding as I bought in around $19.

SRAC (Momentus SPAC) - expected to complete merger in Q1 - Space transportation system - only other public traded space company, the other being Virgin Galactic (SPCE)

SPLK - Splunk - cloud data software company, dropped 25% after earnings, could be a good entry point now around the $155 mark

RAVN - Raven - Agriculture AI and autonomous vehicles, think driver-less combine harvesters - bought around $30, could be interesting for the future

Hammerson (HMSO) - London stock exchange - retail outlets (big centers in major UK cities and Dundrum), huge fall since March, you would imagine the stock will come back the more good news we have around vaccines and reopening. I bought around 0.22p

Best of luck!

Shedite27

new2tri19 wrote: »

How do you stop beating yourself up over stocks you sold that you should have kept . I had 10k worth of Tesla in 2017 , each day it's painful . I had 5 stocks back then Tesla Google BP Ryanair and Berkshire .
I read too much about diversification and ended up getting into investment trusts . Costly error. I'm never selling again &#55357;&#56837;

I've nothing too drastic, but I like pairing my sales in my records with what I did with the cash. There's plenty of things I sold that did well afterwards (StichFix for one was up 40% one day yesterday), but if you have a record with what you put that money towards, it helps keep it straight in your head.

Or of course, don't ever sell

Bob Harris

new2tri19 wrote: »

How do you stop beating yourself up over stocks you sold that you should have kept . I had 10k worth of Tesla in 2017 , each day it's painful . I had 5 stocks back then Tesla Google BP Ryanair and Berkshire .
I read too much about diversification and ended up getting into investment trusts . Costly error. I'm never selling again &#55357;&#56837;

On the brightside you picked 5 companies that all performed really well. So just try to repeat the feat.

On Tesla the only way not to sell was to be marooned on a desert island so don't be too hard on yourself.

new2tri19

My new portfolio is 50% investment trusts
Then Boeing , netease , flutter , applegreen , Amazon , DCC , Disney , and Google. Equally split hopefully they do as well

jinish

new2tri19 wrote: »

My new portfolio is 50% investment trusts
Then Boeing , netease , flutter , applegreen , Amazon , DCC , Disney , and Google. Equally split hopefully they do as well

I had very bad day for me yesterday. 60% of my holdings in BNTX, dropped 15% after all the good news. These kind of bear attck when everything is positive is stilk bothers me.

Take Your Pants Off

ADZAM wrote: »

Couple of ideas:

INAQ (Metromile SPAC) - expected to complete merger in Q1 - pay per mile insurance ~$13 - Also see ROOT - Insuretech Car insurance - big drop off after IPO could be worth a punt, I'm bag holding as I bought in around $19.

SRAC (Momentus SPAC) - expected to complete merger in Q1 - Space transportation system - only other public traded space company, the other being Virgin Galactic (SPCE)

SPLK - Splunk - cloud data software company, dropped 25% after earnings, could be a good entry point now around the $155 mark

RAVN - Raven - Agriculture AI and autonomous vehicles, think driver-less combine harvesters - bought around $30, could be interesting for the future

Hammerson (HMSO) - London stock exchange - retail outlets (big centers in major UK cities and Dundrum), huge fall since March, you would imagine the stock will come back the more good news we have around vaccines and reopening. I bought around 0.22p

Best of luck!

Hammerson’s share price is down 98%+ for a reason. They were given a 1-year investor bailout this summer gone. Maybe for a small short term spike play, but I wouldn’t look further into that. Could we saw what happened with Debenhams.

Mickey_James

Supercell wrote: »

That's my plan for 2021, I am not selling a damn thing unless its on really existentially bad news for that stock, only buying.
FWIW I am planning on going mostly into trusts , with IEM, EWI and JAGI my next planned buys and hold for a long time targets, though when in doubt I usually add some BAM if its burning a hole in my pocket.

Don't you need to do that whole deemed disposal thing every 8 years?

Not very friendly for monthly investments.

I'm just treating BRK.B as the S&P500. It's diversified and responsibly run.

The Phantom Jipper

allybhoy wrote: »

Anyone investing in PFE, strange to see such a downturn over the last few days, ive been in since start of Nov and up slightly but not by much (<2%) , with their vaccine approved in the UK and going for FDA Approval this week i was sure it would climb, but the opposite is happening, Down 5% this week...picked up some more yesterday, but perhaps i should have grabbed up Moderna instead

Very odd, isn't it? Down again today so over 10% from its high last Wednesday. It's back to where it was in January despite having since increased its dividend (slightly), offloaded the "dead weight" consumer and off patent drug divisions to increase its growth potential, and having the only approved covid vaccine. Hopefully it'll see a return to the 40s sooner rather than later

Timmaay

Absolutely mental few days for the likes of IPOB, APPs, Baudi, Xpeng, all of them I've swung traded across the last month or so but would of been alot better off just buy and hold lol.

allybhoy

The Phantom Jipper wrote: »

Very odd, isn't it? Down again today so over 10% from its high last Wednesday. It's back to where it was in January despite having since increased its dividend (slightly), offloaded the "dead weight" consumer and off patent drug divisions to increase its growth potential, and having the only approved covid vaccine. Hopefully it'll see a return to the 40s sooner rather than later

Id be fairly confident they will have either a strong end to the year, or else a quick start to 2021, its not one im too concerned about tbh, Buy the dips i suppose....

new2tri19 wrote: »

How do you stop beating yourself up over stocks you sold that you should have kept . I had 10k worth of Tesla in 2017 , each day it's painful . I had 5 stocks back then Tesla Google BP Ryanair and Berkshire .
I read too much about diversification and ended up getting into investment trusts . Costly error. I'm never selling again ��

I think everyone is guilty of this to be honest, selling too early and living with regret. A guy on twitter (StockDweebs) has his 10 commandments in trading to live by, this is step 4 quite prudent advice. If you look at number 8 also, when I make a trade now, I immediately set an alert for a % of profit that i would be happy with, 10\15\20% etc. If it hits that target, sell, forget and move on to the next one.... of course thats what i say i do...

Mickey_James

The Phantom Jipper wrote: »

Very odd, isn't it? Down again today so over 10% from its high last Wednesday. It's back to where it was in January despite having since increased its dividend (slightly), offloaded the "dead weight" consumer and off patent drug divisions to increase its growth potential, and having the only approved covid vaccine. Hopefully it'll see a return to the 40s sooner rather than later

I read the vaccine barely puts a bump in their profits, such is the money they make from what they make.

Supercell

Mickey_James wrote: »

Don't you need to do that whole deemed disposal thing every 8 years?

Not very friendly for monthly investments.

I'm just treating BRK.B as the S&P500. It's diversified and responsibly run.

Nope, you may be confusing ETF's with Investment Trusts (CEF's) , no deemed disposal on the latter.

Mickey_James

allybhoy wrote: »

Id be fairly confident they will have either a strong end to the year, or else a quick start to 2021, its not one im too concerned about tbh, Buy the dips i suppose....

I think everyone is guilty of this to be honest, selling too early and living with regret. A guy on twitter (StockDweebs) has his 10 commandments in trading to live by, this is step 4 quite prudent advice. If you look at number 8 also, when I make a trade now, I immediately set an alert for a % of profit that i would be happy with, 10\15\20% etc. If it hits that target, sell, forget and move on to the next one.... of course thats what i say i do...

What does no. 1 mean exactly?

And not sure about 2 and 3...never buy a stock that is up 3%? In what timeframe? Shares hitting ATH is a bullish signal.

Investing is a kind of gambling. You're making informed decisions but if you knew where the stock would be in a year or 5 years everyone would buy it now anyways.

Shares are only worth what someone will pay for them. You're relying on more people wanting to buy at a higher price than what you did.

Mickey_James

Supercell wrote: »

Nope, you may be confusing ETF's with Investment Trusts (CEF's) , no deemed disposal on the latter.

What's the difference? Is there fees?

That's not same as pension is it?

Supercell

Mickey_James wrote: »

What's the difference? Is there fees?

That's not same as pension is it?

At its most basic an ETF just blindly tracks a bunch of stocks that meet certain criteria (eg inclusion in the S&P 500), a CEF is a close ended fund actively managed by someone (initial money raised on sale of shares) who invest according to a certain ideal, eg IEM is a trust that invests in Environmentally friendly companies. The trust management person/team will get paid based on a percentage of the overall value of the trust and sometimes also with performance bonuses if it grows by a certain amount.
Trusts can sometimes spectacularly outperform the market in volatile times if ran by one a star manager, have a look a SMT or MNKS performance in the last year as examples.

Both are totally different products with different risk profiles, a star manger leaving a Trust can cause its value to plummet for example, but a star manager in a Trust can give star returns far in excess of the market. You pays your money, you takes your chances.

[Deleted User]

A boring one.

AT&T currently $30.50 and dividend is almost 7%. Sank to $27.50 from $39 ish in the Covid drop. That was the same low as Dec 2018 and Oct 20.

"The company expects to have the financial flexibility in 2021 to continue to invest in growth areas, sustain the dividend at current levels and focus on debt reduction"

I'll be happy to hold this for years but I'd not be surprised to see it recover to $40 within 18 months or so which would be 30% upside ignoring dividends.

Pension money not pocket money with this one as the dividend net of tax for ROI based folk isn't great (as with all dividends really). A euro is buying a fair amount of dollars now IMO ........

GoldFour4

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/

Have put a few euro into INAQ today. I prefer it to Lemonade. Don’t see why it can’t jump a good bit once the merger completes.

Mickey_James

malistheman wrote: »

Have put a few euro into INAQ today. I prefer it to Lemonade. Don’t see why it can’t jump a good bit once the merger completes.

I got into Lemonade about 63 for long term and it got a big pop based on Motley Fool article which I found strange...didn't think they'd have the weight to affect stocks.

Felt good to just get in before the pop.

Up 35%.

Its fairly volatile, it's down over 4% so far today but fairly decent swings. If it hits 85 I think that's a decent price to get in at.

80s Child

Stark wrote: »

Are you using the new IBAN? (account should be in your own name rather than Degiro). If it's the old one, then your money will eventually get bounced back.

I only opened it about a month ago. Did it change since?

Stark

I think it was about 3 months ago when they changed them.

80s Child

Cheers to all who got back about Degiro.

I will go back to the newbs corner

bcklschaps

allybhoy wrote: »

Id be fairly confident they will have either a strong end to the year, or else a quick start to 2021, its not one im too concerned about tbh, Buy the dips i suppose....

I think everyone is guilty of this to be honest, selling too early and living with regret. A guy on twitter (StockDweebs) has his 10 commandments in trading to live by, this is step 4 quite prudent advice. If you look at number 8 also, when I make a trade now, I immediately set an alert for a % of profit that i would be happy with, 10\15\20% etc. If it hits that target, sell, forget and move on to the next one.... of course thats what i say i do...

Think I prefer Warren Buffet's two Golden rules of investing.

1. Don't lose money.
2. See rule no.1

GoldFour4

Mickey_James wrote: »

I got into Lemonade about 63 for long term and it got a big pop based on Motley Fool article which I found strange...didn't think they'd have the weight to affect stocks.

Felt good to just get in before the pop. Up 35%.

Its fairly volatile, it's down over 4% so far today but fairly decent swings. If it hits 85 I think that's a decent price to get in at.

I wouldn’t be looking to get in anywhere near 85. The stock went up massively essentially on the back of a Motley Fool article saying they thought it was a good pick. I might go in around the new year if it goes to the early 60’s.

cronos

malistheman wrote: »

I wouldn’t be looking to get in anywhere near 85. The stock went up massively essentially on the back of a Motley Fool article saying they thought it was a good pick. I might go in around the new year if it goes to the early 60’s.

I was hovering over the button at 47. Biggest regret thus far. But yes wouldn't consider it at it's current price. Also not certain I believe the big boys couldn't recreate it in house. However first mover is important and the branding does come across well I guess.

Skippy along

80s Child wrote: »

Cheers to all who got back about Degiro.

I will go back to the newbs corner

I'll be joining ya!!

[Deleted User]

The Phantom Jipper wrote: »

Very odd, isn't it? Down again today so over 10% from its high last Wednesday. It's back to where it was in January despite having since increased its dividend (slightly), offloaded the "dead weight" consumer and off patent drug divisions to increase its growth potential, and having the only approved covid vaccine. Hopefully it'll see a return to the 40s sooner rather than later

213 billion market cap..... There's huge diversification in the company. I worked for Pfizer back in 2002 and their share price back then was about what it is now .... That was several years before they got serious in biotech by buying Wyeth.

IMO with Pfizer, J&J, Unilever, McDonalds etc you buy them for the dividend with a view to keeping them long-term. They are the sort of stocks to plough into when the market dips if you've cash and a low appetite for risk.

The vaccine work presumably is taking resources from other projects too.... Also there's huge ethical points of view on making too much cash from the vaccine.

Cpfm

Mickey_James wrote: »

I got into Lemonade about 63 for long term and it got a big pop based on Motley Fool article which I found strange...didn't think they'd have the weight to affect stocks.

Felt good to just get in before the pop. Up 35%.

Its fairly volatile, it's down over 4% so far today but fairly decent swings. If it hits 85 I think that's a decent price to get in at.

I picked up some lemonade too, at 68. its interesting to watch as the big insurers like Aviva and AXA are watching very closely. If the model expands to car insurance its a game changer.

About 8 years ago I put a lump sum into a managed fund with KBC. I think its accumulated about 10% in that time - a little over 1% a year. Since July I have incrementally built a portfolio in Degiro to the same value and I'm up 14%, and thats including some crap decisions and positions I took in the early days on what I thought were bottomed out stocks.
I realise there is probably more risk (no probably about it ...), but I'm wondering why I've been ok with its performance until now. blissful ignorance I guess. Its categorised as high risk, irony there somewhere.
Now I'm wondering if I should put it into a relatively safe stock, like Diageo, or amazon, Unilever or an ETF or managed fund instead. Or is leaving it there all part of a diversified portfolio?
My portfolio has US tech (PayPal, Cloudfare, Twillio, Datadog) Scottish Mortgage Inv, Shell, melrose, itv... and a few small positions in Pharma & EV coz of FOMO with the tips you guys have generously shared. oh yeah.. I'm on the PSTH gravy train too...:pac:

Mickey_James

Cpfm wrote: »

I picked up some lemonade too, at 68. its interesting to watch as the big insurers like Aviva and AXA are watching very closely. If the model expands to car insurance its a game changer.

About 8 years ago I put a lump sum into a managed fund with KBC. I think its accumulated about 10% in that time - a little over 1% a year. Since July I have incrementally built a portfolio in Degiro to the same value and I'm up 14%, and thats including some crap decisions and positions I took in the early days on what I thought were bottomed out stocks.
I realise there is probably more risk (no probably about it ...), but I'm wondering why I've been ok with its performance until now. blissful ignorance I guess. Its categorised as high risk, irony there somewhere.
Now I'm wondering if I should put it into a relatively safe stock, like Diageo, or amazon, Unilever or an ETF or managed fund instead. Or is leaving it there all part of a diversified portfolio?
My portfolio has US tech (PayPal, Cloudfare, Twillio, Datadog) Scottish Mortgage Inv, Shell, melrose, itv... and a few small positions in Pharma & EV coz of FOMO with the tips you guys have generously shared. oh yeah.. I'm on the PSTH gravy train too...:pac:

Same, I am only up about 4.5% because BABA is down about 9% for me and it's a heavier part of my holdings and if I didn't have currency losses I'd be up probably around 8 or 9 %.

[Deleted User]

Cpfm wrote: »

..... with its performance until now. blissful ignorance I guess. Its categorised as high risk, irony there somewhere.
.......:

Anything invested in equities where it's conceptually possible to lose all or lots of the investment is categorised as high risk