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Share Picks 2020

beertons

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RIGOLO

Atlas_IRL wrote: »

QuantumScape is just an absolute beast, up nearly 340% on it, Apple rumours made it go up another 30%

go on prove it , lets see a screen shot..
I AM TAKING THE PISS !!!

. (its a joke) aimed at a time when I remember having to deal with those delicate creatures and their could someone hold my hand attitude whilst I trade.

fantastically played 340% that is beast mode in such a short space of time.

Delighted to hear people here are making some major gains.
Enough of this negativity the media and politicians inflict on us.

RIGOLO

Green&Red wrote: »

Any Twitter accounts you’d recommend

I hear #JIM2007 has some great stock tips...

:D:D:D:D

Cpfm

bcklschaps wrote: »

MP Materials ($MP:NYSE) going great guns this week.... up 30%

Only recently IPO'd via SPAC.

They mine/refine rare earth metals ...used in the magnets in Electric motors, wind turbines etc.

They were featured on 'Mad Money' yesterday and jumped 10% and up 15% again today

Seems like a 'Picks and shovels' play on the EV and Green energy boom. CEO in fact used that exact expression during the interview.

US Government has given them a leg up too.... seemingly to counter Chinese dominance.

Good call ... climbing away, I got in after you posted this and I checked it out... thank you..

jams100

Jim2007 wrote: »

You can always count on this thread for a laugh....

The major of traders that are supported by professional research are not trading on their own account and are certainly not blabbing their opinions on twitter.

They may not be "good professional traders" on Twitter but after spending a couple of hours trawling twitter they definitely have enough sway to move some of these smaller stocks.

Many of these so called blabbers have over 150k followers, do the maths if 4 or 5 of these blabbers put out a stock tip you have probably 100k people who would religiously follow them and put in maybe an average of $500 thats 50 million (conservative), maybe others see the momentum train and off to the sky you go. I would strongly advise people to be very careful with these sort of stocks as when the tide goes out you may well find yourself swimming naked.

These SPAC's are out of control really, jump on the train by all means but just be careful if it sounds to good to be true then it probably is, in any case don't be too greedy as Rigolo said a profit is only a profit when you exit a trade.

As for Jim, you probably need to get with the times, things have changed now, there are a lot of micro investors out there like myself who combined have a much bigger impact than they did say 10 years ago, people don't get their information from the wall street journal anymore.

Anyway my investments this week are:
1. Covanta - Own and operate waste to energy plants throughout the US and Europe. The good: the industry will survive recessions/pandemics as we still produce rubbish, they also have a few projects going on in the UK, the bad, they have a significant amount of long term debt. They are now conducting a strategic review to see how they can exploit their assets further. Paying about a 2.5% dividend. Probably a 3 year+ hold for me. Wouldn't expect major returns on this, but I think you need to try diversify away from purely tech or SPAC's

2. Coca-cola: Nothing to say again a safe long term play

3. Pfizer: Forget about the covid vaccine they won't really make that much off that but this really is a dividend play for me. Got out a while ago at their highs but wanted back in for the long term

My Top 10 Holdings at the end of 2020
1. Amazon
2. Salesforce
3. Microsoft
4. Shell
5. Coca-cola
6. Alphabet
7. British American Tobacco
8. 4d Pharma
9. Diageo
10.SSE

Other holdings include: Alibaba, associated british foods, SAP, IAG, DraftKings, Nvidia, Mastercard, Covanta, Wells Fargo, LiveNation, KraftHeinz, GAN, pfizer
Overall up 14% for the year

Hope everyone has a good Christmas and there are many more good picks in 2021!

Atlas_IRL

https://twitter.com/MrZackMorris

This guy has a big following and a lot of stocks he tweets about absolutely fly, fubo being the main example, some of his recommendations are Ipoc, amci, pic, fubo.

You need to weed out the daytrade pumps though as he is in a discord group called Atlas trading (nothing to do with my username! its US based.). If your into your daytrading, its free and some of them are killing it, i find it handy reading the spac threads for info but would lose my boll** if i tried day trading as i need to learn a lot more TA first to even go near it.

RIGOLO wrote: »

go on prove it , lets see a screen shot..
I AM TAKING THE PISS !!!

its overtaken Nikola as the highest priced spac ever now but It has to crash a lot soon, the swings on it are a bit crazy.

virginmediapls

IAG up for no conceivable reason! Get in !

[Deleted User]

virginmediapls wrote: »

IAG up for no conceivable reason! Get in !

That usually means one thing next

Thargor

Deleted User wrote: »

With other options Degiro have usually emailed me, I didn't think it would be any different with PLS. Can you give an update on what they say when you get through? I think we have until early January to sort it.

Nice to see the price rise last night hopefully it continues

I got through to Degiro after 30 minutes on hold, the lady I spoke to sounded a bit frazzled, she said she hadnt put through any other PLS rights options so wasnt sure if they were doing it, she said she'd talk to her boss about it and email me back, Im not too hopeful tbh.

I put all the details in an email and fired it off to them anyway, Ill see if I hear anything back before I ring them again.

DutchYurt

NEW THREAD

Hi all, started the 2021 thread as promised for stock picks.

See ye there. Thanks to everyone here for the 2020 picks, few more days to go but christ I learned alot. When I finally go green in my degiro I'll buy some pints for ye.

AmberGold

Lads quick question before this thread wraps.

Holder of a few Spac's which changed Tickr this year / month. DeGiro shows the tickr change as a sell off the SPAC / purchase of the newco, gain / loss.

In the case of a gain and a tickr change I assume capital gains is due this financial period? Is this correct?

outonawing

Jim2007 wrote: »

You can always count on this thread for a laugh....

The major of traders that are supported by professional research are not trading on their own account and are certainly not blabbing their opinions on twitter.

Despite your dismissal of Stablelad's post, his point about Twitter being a source of information is valid.

I've come across a few nuggets on there. So called professional research is not the exclusive conduit of knowledge.

outonawing

AmberGold wrote: »

Lads quick question before this thread wraps.

Holder of a few Spac's which changed Tickr this year / month. DeGiro shows the tickr change as a sell off the SPAC / purchase of the newco, gain / loss.

In the case of a gain and a tickr change I assume capital gains is due this financial period? Is this correct?

I assumed not, but you've put a doubt in my mind now.

Stormington

outonawing wrote: »

I assumed not, but you've put a doubt in my mind now.

I assumed not

This is the case afair. I believe Degiro add an asterix or note to show ticker change (like they do for share splits).

Bob Harris

I started a new thread, a kind of look back over 2020 if anyone is interested here

ExMachina1000

Cheers for all the replies to my query yesterday. Was half expecting some sort of a dyor replies!

Some food for thought . Will work on developing a proper picking process.

Nonoperational

Stablelad123 wrote: »

Your posts are exhausting. They offer nothing of substance to anyone in these markets. All you do is watch this board ready to criticise anything you deem wrong. You have no idea about trading markets. The traders (ex WS investment banks) I was referring to all trade their own accounts and they freely offer their extensive research. I'm not talking about buyside/sellside professional research. You're living in the dark ages where people got their news from the mornings Wall Street paper and paid for analysis.

Do yourself a favor and come back in a few months/years when stocks have stopped doubling or more in a short space time. Until then you just sound silly.

Really a bizarre approach to things. Everything is wrong and everyone is stupid. Came here for some advice before when I was very much in learning mode and honestly never came across such an odd theme in the response by that poster.

Well done to the people posting picks and best of luck for 2021.

Shedite27

Green&Red wrote: »

Any Twitter accounts you’d recommend

@saxena_puru - a retired investmenr banker that has a lot of good picks. He gets a lot of Sh1t on Twitter so only posts trades at moth end now though.
@cperruna - as mentioned previously
@jaminball - software comapny gurus, knows his stuff on tech.cloud companies. Does goon analysis whenever anyone releases any results

Shedite27

Cpfm wrote: »

A recent MyWallSt podcast mentioned AJAX.I. It wasn't a dead cert to invest but one that sounded interesting. I'm interested but haven't bitten yet. doesn't seem to be available on degiro.

Degiro seem to have stopped adding new SPAC's. Or at least not all of them. If you're thinking of adding a few SPAC's I'd reccomend setting up an Interactive Brokers account.

Das Reich

Because of Rigolo tips few weeks ago I am doing few hundreds euro today as I was scalping on SOL and NNOX all day. Thanks Rigolo.

jinish

Shedite27 wrote: »

Degiro seem to have stopped adding new SPAC's. Or at least not all of them. If you're thinking of adding a few SPAC's I'd reccomend setting up an Interactive Brokers account.

I thought they would add if we request them? I requested them to add Expc and received the following reply.

"I can confirm that I have put in a product insertion request to have this product added to the platform.

Please be aware that once product insertion requests are made, they are added to the platform on a best effort basis.

I will notify you via email once this product is successfully added to the WebTrader"

Shedite27

Shedite27 wrote: »

Anyone follow Chris Perruna on Twitter (@cperruna)? He's a great stock picker for the type of stuff I'm into (long-term holds, tech-based growth stocks). Last year's list included Livongo, Zoom, SE, Shopify, Square, Crowdstrike, PayPal, Roku etc - pretty much all of them doubled over the year. This was definitely an exceptional year, but you can see his prior years lists on his pinned tweet

Anyway he releases his list this time every year so I'll post them up here as he releases them.
1. FUBO - life TV streaming for live sports, news and entertainment in US. Went public via SPAC this year - I actually bought a small position in this one a month ago.
2. QS - develops batteries for electric vehicles, Volkswagen have a stake so presumably ae interested in the technology. Seems to charge a lot faster than competitors. Again, only IPO'd a month ago.

Right, as you see I was only passing on these picks, but since I posted these last Wednesday morning, 5 trading days...
FUBO +135%
QS +110% (this was already a $22BN Market Cap prior his week)

Looking forward to the rest of his 2021 list

Thargor

Shedite27 wrote: »

Right, as you see I was only passing on these picks, but since I posted these last Wednesday morning, 5 trading days...
FUBO +135%
QS +110% (this was already a $22BN Market Cap prior his week)

Looking forward to the rest of his 2021 list

Now this is something I was looking for recently, thanks:

https://twitter.com/cperruna/status/1339353644022546439

Timmaay

From reading up about Ark invest and the companies that they invest in, if I could give one single bit of stock advice to anyone it would be simply buy shares in any company that Ark invest are buying heavily into. It's actually well frustrating that we cannot invest in any of the Ark etfs here, but moving forward I'll happily have alot of the Ark invest share picks in myown portfolio.

riddles

Thargor wrote: »

Now this is something I was looking for recently, thanks:

https://twitter.com/cperruna/status/1339353644022546439

I think TDOC will hit 350$ once first quarter results which show the combined livongo acquisition results. Cloud MD will also at least double next year and will be a buyout target. I have big hopes for it. GEVO I think will move up pretty fast possibly to 10$ once their expansion funding is confirmed, if it realises a fraction of its potential 25-60$ is a 2/3 year target. PLUG is where GEVO is now price wise 12 months ago. Others to consider.

AMWL
OTRK
GNUS
aMPE
PLTR

Good luck all

Shedite27

Timmaay wrote: »

From reading up about Ark invest and the companies that they invest in, if I could give one single bit of stock advice to anyone it would be simply buy shares in any company that Ark invest are buying heavily into. It's actually well frustrating that we cannot invest in any of the Ark etfs here, but moving forward I'll happily have alot of the Ark invest share picks in myown portfolio.

I do same, but just be careful - that fund wasn't doing great before this year, it's rocketed with having Tesla as it's biggest holding.

I bought it's second biggest holding NVTA from seeing it on it's list.

ARKK (Innovation) and ARKW (Next Generation Internet) are the two I follow

Stablelad123

Green&Red wrote: »

Any Twitter accounts you’d recommend

SPACs
@DJohnson_CPA
@SpacGuru

Tech
@Manpree31938145
@litquidity
@NonGaap

Smallcap
@dantestrading

Just a few. Someone mentioned good ones already. Browse through twitter and find ones that interest you and always remember that most of them are talking their book so Caveat Emptor.

Bob Harris

https://www.marketwatch.com/story/nikolas-stock-drops-after-order-for-2500-electric-garbage-trucks-has-been-cancelled-2020-12-23

Quelle surprise.

Stablelad123

Bob Harris wrote: »

https://www.marketwatch.com/story/nikolas-stock-drops-after-order-for-2500-electric-garbage-trucks-has-been-cancelled-2020-12-23

Quelle surprise.

An order for a truck that was created using photos hop and was never proven to be viable.

This sums up the craziness of 2020.

Jim2007

Stablelad123 wrote: »

Your posts are exhausting. They offer nothing of substance to anyone in these markets. All you do is watch this board ready to criticise anything you deem wrong. You have no idea about trading markets. The traders (ex WS investment banks) I was referring to all trade their own accounts and they freely offer their extensive research. I'm not talking about buyside/sellside professional research. You're living in the dark ages where people got their news from the mornings Wall Street paper and paid for analysis.

Do yourself a favor and come back in a few months/years when stocks have stopped doubling or more in a short space time. Until then you just sound silly.

You think this thread counts a substance.....

As for experience, in 37 years I've seen and heard all the BS before... if you don't want to be called out on it, don't spout it.

outonawing

Jim2007 wrote: »

You think this thread counts a substance.....

As for experience, in 37 years I've seen and heard all the BS before... if you don't want to be called out on it, don't spout it.

Jim, claiming to have many years investment banking experience doesn't give you credibility on this board. Your low regard for the competence of retail investors doesn't make you look professional or knowledgeable

If you posted about stocks that you are currently interested in, people could make up their own minds on your depth of knowledge.