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Share Picks 2020

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Scuid Mhór

Thinking of making my first investment of 2021 in Longview Acquisitions Corporation (LGVW). My understanding is that it's merging with Medical Imaging Provider Butterfly Network (its ticker will become "BFLY") and has been invested in by the Bill and Melinda Gates Foundation with the aim of selling medical imaging at affordable prices.

Any opinions?

outonawing

Scuid Mhór wrote: »

Thinking of making my first investment of 2021 in Longview Acquisitions Corporation (LGVW). My understanding is that it's merging with Medical Imaging Provider Butterfly Network (its ticker will become "BFLY") and has been invested in by the Bill and Melinda Gates Foundation with the aim of selling medical imaging at affordable prices.

Any opinions?

Haven't read the investor presentation, but from Butterfly's website, it appears that they only have one portable machine.

Beyond that I have no knowledge of the company.

[Deleted User]

Scuid Mhór wrote: »

Thinking of making my first investment of 2021 in Longview Acquisitions Corporation (LGVW). My understanding is that it's merging with Medical Imaging Provider Butterfly Network (its ticker will become "BFLY") and has been invested in by the Bill and Melinda Gates Foundation with the aim of selling medical imaging at affordable prices.

Any opinions?

What do you think of the current valuation and what do you reckon will shift share price upwards?

Is it the bill & Melinda bit that's the appeal?

Hibrasil

LGVW share price just under $20.00. Based on a value computed from forecasted earnings per share, forecasted earnings growth, profitability, interest, and inflation rates the value per share is $6.70. If this is correct the shares are overvalued. The upside potential and safety are both poor. Shares are rated a HOLD (not a Buy or Strong Buy). With No income Statement or Balance Sheet to look at - buying is like sticking a pin on the runners in the Aintree Grand National. Hope this helps.

Cpfm

Shedite27 wrote: »

I didn't go for QS myself either. To be honest, this lat Chris Perruna has such a following at the moment that it seems he can move stocks on his own. He doesn't even own Fubo himself yet. While up 70% or whatever in a week is great, part of me is a little disappointed as I wanted to buy more at $30. First world problems.

I've a feeling CURI may follow a simialr trajectory. It's a streaming dervice for documentaries, Discovery Channel, History Channel etc. Got a 25% jump today but is still only a $13 stock ($500mn cap). Seems to be the next darling of Twitter and Reddit

Good call Shedite27... +19% as I type. I didn't pick any up - I had one punt and went in for PLTR at 23..

bfa1509

Ouch, very red day for me today. Are we in the midst of a March2020-like crash I wonder?

[Deleted User]

bfa1509 wrote: »

Ouch, very red day for me today. Are we in the midst of a March2020-like crash I wonder?

S&P500 down 2% ish so we aren't in the midst of any crash IMO

bcklschaps

Cpfm wrote: »

Good call Shedite27... +19% as I type. I didn't pick any up - I had one punt and went in for PLTR at 23..

Fair play for PLTR nudge. I doubled down on it as well at $23

Stormington

S&P500 down 2% ish so we aren't in the midst of any crash IMO

Big bull flag on the DXY - might be a small correction coming in the near future.
Have cash on the sideline.

[Deleted User]

Timing the markets it something I don't put much faith in, truth be told. To each their own etc but it's just gambling.

"might be a small correction coming in the near future"

What's a small correction?

DutchYurt

Augeo wrote: »

Timing the markets it something I don't put much faith in, truth be told. To each their own etc but it's just gambling.

"might be a small correction coming in the near future"

What's a small correction?

My "Fomo" & "buy high, panic, watch it drop, panic some more, wait a while, it comes even, 10% return then bail - afterwards it climbs 40%+" strategy is going prettty good.

But I agree, better to be in the market then trying to time into it.

Cpfm

DutchYurt wrote: »

My "Fomo" & "buy high, panic, watch it drop, panic some more, wait a while, it comes even, 10% return then bail - afterwards it climbs 40%+" strategy is going prettty good.

:pac::pac::pac: sounds very familiar ... I think thats my playbook too :pac:

pitrn

Someone here suggested Genius Brand International as a buy. Any further thoughts? Is it good share to buy? Googled it a bit and did not hear very positive news on this one.

AmberGold

pitrn wrote: »

Someone here suggested Genius Brand International as a buy. Any further thoughts? Is it good share to buy? Googled it a bit and did not hear very positive news on this one.

Forget about it. Was a Wall Street Bets meme. Lots lost their shirts on this Pump and Dump.

Shedite27

It's 2021 lads
https://www.boards.ie/vbulletin/showthread.php?t=2058143337&page=12

Hibrasil

pitrn wrote: »

Someone here suggested Genius Brand International as a buy. Any further thoughts? Is it good share to buy? Googled it a bit and did not hear very positive news on this one.

Earnings have declined by 87% over the past 5 years - does not have meaningful revenue at present - Share price $1.35 Value 0.25 cents - says it all.

[Deleted User]

Doodee wrote: »

Anyone going for it?
Took PLS quite a while to return from its lows so wondering how current price will be impacted. Tempted to take some profit but FOMO is playing its hand.

Did you take them share options, crazy not to at .36c. PLS is up to 1.10 now. So glad I held onto them during the tough times

Stormington

Where are decent sites to buy US options for EU-based customers?
Degiro doesn't offer much, nor does it offer as much in the way of SPACs and warrants.

cronos

Stormington wrote: »

Where are decent sites to buy US options for EU-based customers?
Degiro doesn't offer much, nor does it offer as much in the way of SPACs and warrants.

For SPACs I think you just need to email them to add the ones you want. The more people who do this the more SPAC's there will be on there.

Which ones are you in currently?

Shedite27

Stormington wrote: »

Where are decent sites to buy US options for EU-based customers?
Degiro doesn't offer much, nor does it offer as much in the way of SPACs and warrants.

I use Interactive Brokers for anything complex like that.

One More Toy

Shedite27 wrote: »

I use Interactive Brokers for anything complex like that.

Does IB still have a 10k minimum? It did about 7 years ago so I went with IG and then left them for degiro

Shedite27

One More Toy wrote: »

Does IB still have a 10k minimum? It did about 7 years ago so I went with IG and then left them for degiro

Nope, currently only have one position open with them, was €500

Supercell

Can a mod close this thread please, its for 2020 picks and people are posting tips for a year already past!

Doodee

[Deleted User] wrote: »

Did you take them share options, crazy not to at .36c. PLS is up to 1.10 now. So glad I held onto them during the tough times

I did and same as yourself, glad I didn’t dump it when the times weren’t so good. One of the better positions in my folio.

Kilboor

Kilboor wrote: »

GME currently skyrocketing on the back of a proxy war and Michael Burry putting a big stake into it.

I'd definitely recommend picking up post 20th April but only at a 3-4 dollar price range.

Well I got in during the summer at 8 dollars.

Happily holding this as my largest position still...

29 dollars hit today.

Magno_DT

Can anyone explain to this mortal what problem the hedge fund companies have with what happened to GME? I mean so a Reddit forum pumps a stock price into oblivion. Why didn't they just stay away from the stock and continue with their daily business?

DutchYurt

Magno_DT wrote: »

Can anyone explain to this mortal what problem the hedge fund companies have with what happened to GME? I mean so a Reddit forum pumps a stock price into oblivion. Why didn't they just stay away from the stock and continue with their daily business?

Wrong year pal https://www.boards.ie/vbulletin/showthread.php?t=2058143337&page=142

Kilboor

Magno_DT wrote: »

Can anyone explain to this mortal what problem the hedge fund companies have with what happened to GME? I mean so a Reddit forum pumps a stock price into oblivion. Why didn't they just stay away from the stock and continue with their daily business?

Lots of explanations online and on Youtube.

Hedge funds were short on the company (betting share price would decrease) to the point they were betting on it going out of business.

Cut to better than expected market conditions as consoles launch, add some interest from massive players such as Michael Burry and Ryan Cohen. Share price goes up as Gamestop is now more valuable to people so they pay more per share for it. Now shorters are losing money. They've shorted over 150% of the outstanding shares, which is actually an illegal process. Heavily in losses they are forced to close their shorts as losses start to rack up, to close they pay market prices which squeezes the price to the moon which in turn means their losses grow as there isn't enough volume to close out their positions so they keep buying at whatever price they can get to hand back their borrowed shares.

Heimdallr

Heimdallr wrote: »

PDUFA came through last night. Should see a good move today. Could be some sell the news but Japanese approval due later in the month. Holding this

BCRX soaring pre-market. Looks like there is a reddit run starting with it. still tremendously undervalued with Factor D on the horizon considering what Alexion is worth. Alex Denner doubled his position here and BlackRock increased by 3%. Holding long