Share Picks 2021 - Thread banned users post #1

TimeToShine · 08-01-2021 8:38pm

Speaking of SPACs PSTH is up 12% in the last hour, rumours that it's Stripe.

My SPAC suggestion is APSG, Apollo have a good track record for taking companies public and they have a great team set up for this one.

outonawing · 08-01-2021 8:50pm

TimeToShine wrote: »

Speaking of SPACs PSTH is up 12% in the last hour, rumours that it's Stripe.

My SPAC suggestion is APSG, Apollo have a good track record for taking companies public and they have a great team set up for this one.

PSTH is one I'd be holding on to post any merger.

Must look up APSG.

outonawing · 08-01-2021 9:02pm

Shedite27 wrote: »

I only really consider them real SPAC's before they announce the target, once they announce the target they're basically that company.

So the only real SPACs that are worth following are ones where ya like the sponsor, that's just Ackman (PSTH) and Chamath for me (IPO...)

How would you rate The Gores Group?

80s Child · 08-01-2021 10:24pm

I'm in PSTH for a while. Got in at 25.62

Just put in an order for BFT and APSG.

BFT: I think Paysafe is going to be big in the not so distant future. I hold FB because of the monetizing potential in WhatsApp, but I'm fearful for FB as a social medium in the future. I think younger people will liaise more via Xbox and PS, so FB will fade.

Of course, they could branch out etc

APSG: TTS just tipped it. Did a bit of DD and thought it looked good. Solid group behind it.

Love a SPAC.

Disclaimer: I didnt know what a SPAC was until about 6 weeks ago, so maybe approach with care...

Treppen · 08-01-2021 10:42pm

80s Child wrote: »

I'm in PSTH for a while. Got in at 25.62

Just put in an order for BFT and APSG.

BFT: I think Paysafe is going to be big in the not so distant future. I hold FB because of the monetizing potential in WhatsApp, but I'm fearful for FB as a social medium in the future. I think younger people will liaise more via Xbox and PS, so FB will fade.

Of course, they could branch out etc

APSG: TTS just tipped it. Did a bit of DD and thought it looked good. Solid group behind it.

Love a SPAC.

Disclaimer: I didnt know what a SPAC was until about 6 weeks ago, so maybe approach with care...

So what's the deal with SPAC.... I.e. when psth makes the acquisition what happens your share in psth? Do you have to do anything?

outonawing · 08-01-2021 11:02pm

Treppen wrote: »

So what's the deal with SPAC.... I.e. when psth makes the acquisition what happens your share in psth? Do you have to do anything?

Depending on who they merge with, the ticker may change.

You don't have to do anything, your broker takes care of it.

jinish · 08-01-2021 11:03pm

Just out of interest I was looking at the oldest thread in Boards re bitcoin. Its dated back to 2010. People were so doubtful about it then, however some bought it. It was 0.4 cent for one coin omg. Now its 40,000$.
Its just amazing how some people figure out the future possibilities of something where majority marked it as a scam/ponzi scheme.

80s Child · 08-01-2021 11:06pm

outonawing wrote: »

Depending on who they merge with, the ticker may change.

You don't have to do anything, your broker takes care of it.

My understanding of it anyway.

Although, as aforementioned by another poster, they can go pop.

Atlas_IRL · 08-01-2021 11:22pm

https://twitter.com/search?q=%24PIPP&s=08

Taking a small punt on this, board full of bidens pals. Looking at Aerospace defence contractors

KilOit · 08-01-2021 11:23pm

jinish wrote: »

Just out of interest I was looking at the oldest thread in Boards re bitcoin. Its dated back to 2010. People were so doubtful about it then, however some bought it. It was 0.4 cent for one coin omg. Now its 40,000$.
Its just amazing how some people figure out the future possibilities of something where majority marked it as a scam/ponzi scheme.

Most would have either sold it before 100$ or lost it in mtgox. Extremely unlikely people kept the private keys to multiple Bitcoin before it reached 10k nevermind 40k

DutchYurt · 08-01-2021 11:37pm

Shedite27 wrote: »

Chamath for me (IPO...)

New enough to SPACs myself and reading into Chamath, which one on Degiro for IPO as there are a few with different numbers so I am slightly confused.

DutchYurt · 08-01-2021 11:37pm

Atlas_IRL wrote: »

https://twitter.com/search?q=%24PIPP&s=08

Taking a small punt on this, board full of bidens pals. Looking at Aerospace defence contractors

Can't find it on Degiro unless you have a ticker handy I'm not seeing?

Atlas_IRL · 08-01-2021 11:45pm

DutchYurt wrote: »

Can't find it on Degiro unless you have a ticker handy I'm not seeing?

I'll send them a mail

RedRochey · 08-01-2021 11:56pm

Atlas_IRL wrote: »

https://twitter.com/search?q=%24PIPP&s=08

Taking a small punt on this, board full of bidens pals. Looking at Aerospace defence contractors

Is it on Degiro?

Atlas_IRL · 09-01-2021 12:09am

RedRochey wrote: »

Is it on Degiro?

Not yet, I send them a mail think it only started trading on the 7th

cronos · 09-01-2021 1:58am

Atlas_IRL wrote: »

I'll send them a mail

Keep us in the loop if it gets added. I'm in.

80s Child · 09-01-2021 10:06am

Atlas_IRL wrote: »

I'll send them a mail

Will they just put it up because you email them?

Shedite27 · 09-01-2021 10:21am

DutchYurt wrote: »

New enough to SPACs myself and reading into Chamath, which one on Degiro for IPO as there are a few with different numbers so I am slightly confused.

He has multiple. You're basically just buying a share in Chamath and he finds a company to merge it into. You then get shares in that company. So far we've had:
IPOA - Virgin Galactic
IPOB - Opendoor
IPOC - Clover Health
IPOD -
IPOE - SoFi
IPOF -

If ya read up on him he gives hints as to the industry he's looking for each. I think D is supposed to be a non-US company.

Shedite27 · 09-01-2021 10:28am

My only word of warning with SPACs, is that eventually we'll run out of good companies to take public. There's too many SPACs out there at the moment, so eventually we'll get burned. Keep with the quality names.

OPES was one I was in last year, converged to BFI, currently 13.16 a share
The worst I've owned was HOFV (NFL Theme Park), currently 1.94 a share

Hibrasil · 09-01-2021 2:51pm

ADZAM wrote: »

I noticed Big Commerce (BIGC) seems to be a beaten up eCommerce stock, does anyone have any insights or thoughts on them? Currently trading @$66, down from 52 week high of $162.50

Value per Share computed at $6???

the butcher · 09-01-2021 3:16pm

My portfolio going into 2021, looking to reduce my Pfizer %, sell Urban One (got rid of my UAA stock last week at 18 from 9 entry) Looking for openings in NET/CRSP/NNND to hold while building up cash.

eringobragh · 09-01-2021 5:41pm

SEAH - Another SPAC supposedly Sportsradar going public although nothing concrete.

Huge sports analytics company similar to Genius Sports (DMYD SPAC)

$10.40 only has a downside risk of 40 cents a share. Worth a punt on that alone.

Timmaay · 09-01-2021 8:03pm

My 1st time even looking proper at my portfolio breakdown. Jezzzz its scarcely lol. 68% of it is EV stocks lol. Around 90% are in what I'd call growth stocks. My only defence is both have grown significantly across last year so neither figures represent the actual cash I've spent on them.

Shedite27 · 09-01-2021 11:23pm

Timmaay wrote: »

My 1st time even looking proper at my portfolio breakdown. Jezzzz its scarcely lol. 68% of it is EV stocks lol. Around 90% are in what I'd call growth stocks. My only defence is both have grown significantly across last year so neither figures represent the actual cash I've spent on them.

Would ya think of changing anything now that you've seen it? There's basically only 3 companies there that's gonna impact your overall up or down %. I can understand a few small positions in moonshots, but I don't see the point in having 1% in things like Mastercard, Pinterest, Tesla.

I'd be taking some out of NIO and Nano (maybe trim to 20% - 25%), and then increase the growth stocks that haven't taken off yet.

cronos · 10-01-2021 12:02am

Shedite27 wrote: »

Would ya think of changing anything now that you've seen it? There's basically only 3 companies there that's gonna impact your overall up or down %. I can understand a few small positions in moonshots, but I don't see the point in having 1% in things like Mastercard, Pinterest, Tesla.

I'd be taking some out of NIO and Nano (maybe trim to 20% - 25%), and then increase the growth stocks that haven't taken off yet.

Any thoughts on Growth Stocks that haven't taken off yet?

Timmaay · 10-01-2021 12:18am

Shedite27 wrote: »

Would ya think of changing anything now that you've seen it? There's basically only 3 companies there that's gonna impact your overall up or down %. I can understand a few small positions in moonshots, but I don't see the point in having 1% in things like Mastercard, Pinterest, Tesla.

I'd be taking some out of NIO and Nano (maybe trim to 20% - 25%), and then increase the growth stocks that haven't taken off yet.

Yeh I've trimmed roughly a 1/3 off my NIO already (at one stage it was 86% my full portfolio lol), I'll see how it reacts 1st thing Monday to NIO day (I can offload the Frankfurt shares before the us premarket opens if needs), Nano I've loosely doubled my money but I'm quite bullish that it will head on towards 15 next few weeks. Agreed about stuff like MA, pins, HMI, garage clear out needed on stuff like that which will probably never leave me with more than 2 or 300e profit.

Thargor · 10-01-2021 2:40am

https://www.bloomberg.com/news/articles/2021-01-08/biden-calls-for-quick-pandemic-relief-minimum-wage-increase

Trillions of stimulus on the way...

Shedite27 · 10-01-2021 8:46am

cronos wrote: »

Any thoughts on Growth Stocks that haven't taken off yet?

Nothing from me at present, I was referring to the ones that are smaller positions in Timmaay's portfolio

retalivity · 10-01-2021 11:17am

Gonna keep my eye on Boeing tomorrow, may be a rollercoaster day

AmberGold · 10-01-2021 12:06pm

After significant gains last year I've gone against my inner voice and best practice to go all in on PSTH bar some holdings in smaller SPACs, NIO and Crypto.
Not exactly a split to be proud of......

Needless to say if I (or should I say Bill Ackman) pulls this off ......:D

I might add that if he doesn't I'm close enough to NAV to walk away unscathed other than opportunity cost.

Timmaay · 10-01-2021 12:11pm

cronos wrote: »

Any thoughts on Growth Stocks that haven't taken off yet?

I'll tell you after they have taken off lol. There are thousands of growth stocks, that might take off, it takes plenty of homework, and strong element of luck to find a winner, and finally but equally as importantly it takes a serious persistent conviction that that stock is gonna go up no matter what lol, and ride out the emotional rollercoaster. I managed to tick all 3 boxes with NIO, and certainly was a very strong element of luck.

jams100 · 10-01-2021 1:34pm

Definitely more diversified than some here, the main one i want to grow long term is live nation but I'm waiting for a pullback, maybe when they post their next earnings...

Shedite27 · 10-01-2021 3:09pm

AmberGold wrote: »

After significant gains last year I've gone against my inner voice and best practice to go all in on PSTH bar some holdings in smaller SPACs, NIO and Crypto.
Not exactly a split to be proud of......

Needless to say if I (or should I say Bill Ackman) pulls this off ......:D

I might add that if he doesn't I'm close enough to NAV to walk away unscathed other than opportunity cost.

Mightn't have to wait long. Based on the jump Friday afternoon, someone knows something. Hoping for news in the next few days.

Shedite27 · 10-01-2021 3:17pm

jams100 wrote: »

Definitely more diversified than some here, the main one i want to grow long term is live nation but I'm waiting for a pullback, maybe when they post their next earnings...

Very solid portfolio. Looks like a Global Equities Fund you'd see from any of the fund providers, without having to pay their fees.

If you're interested in Live Nation, you should have a look and buying stock in Madison Square Garden (MSGE). It's obviously a big reopen play, this time last year, the arena and the sports teams (Knicks and Rangers) were all under the same company. Last March they split the two, so you can now buy just the stadium bit. Obviously the stadium hasn't been used since the split, so the stock hasn't moved at all. Once they get games/concerts back, it should start moving fairly quick. It's probably 25% undervalued currently.

https://www.forbes.com/sites/sergeiklebnikov/2020/05/05/madison-square-garden-spun-off-its-sport-and-entertainment-businesses-heres-why-both-stocks-are-undervalued-investors-say/?sh=4afa82557599

80s Child · 10-01-2021 3:25pm

jams100 wrote: »

Definitely more diversified than some here, the main one i want to grow long term is live nation but I'm waiting for a pullback, maybe when they post their next earnings...

Wow. That's class.

May I ask how long you've been investing?

drunkmonkey · 10-01-2021 4:10pm

I'd say facebook and twitter stock could be in line for a hammering this week... Hopefully nobody here bought the wrong signal stock..

https://twitter.com/signalapp/status/1347622177437151233?s=20

jams100 · 10-01-2021 9:40pm

Shedite27 wrote: »

Very solid portfolio. Looks like a Global Equities Fund you'd see from any of the fund providers, without having to pay their fees.

If you're interested in Live Nation, you should have a look and buying stock in Madison Square Garden (MSGE). It's obviously a big reopen play, this time last year, the arena and the sports teams (Knicks and Rangers) were all under the same company. Last March they split the two, so you can now buy just the stadium bit. Obviously the stadium hasn't been used since the split, so the stock hasn't moved at all. Once they get games/concerts back, it should start moving fairly quick. It's probably 25% undervalued currently.

https://www.forbes.com/sites/sergeiklebnikov/2020/05/05/madison-square-garden-spun-off-its-sport-and-entertainment-businesses-heres-why-both-stocks-are-undervalued-investors-say/?sh=4afa82557599

Cheers, already look at msge, at 2.5 billion market cap i believe its overvalued especially compared to live nation who own the likes of ticketmaster, 3 arena, electric picnic and reading/leeds Festival to name a few and their market cap is 16 billion. They have a complete monopoly both organising the events and then selling the tickets, you've nowhere left to go!

Live nation is at its all time high which I dont think is a good entry point, but long term (5 years) i can see them getting to 20-25 billion market cap). Alot of their shares are owned by institutions

https://amp.rte.ie/amp/1186875/

jams100 · 10-01-2021 9:42pm

80s Child wrote: »

Wow. That's class.

May I ask how long you've been investing?

I've only been investing since April, a novice, im trying to build a longer term balanced portfolio (generally avoiding the very risky stocks).

Bawa · 11-01-2021 1:31am

The LNG trade is set to do well over the next 30 years led by China and other emerging markets that need cheap and semi-clean energy.

The Investing Case for LNG: TGP, HMLP, GLOP

80s Child · 11-01-2021 9:10am

jams100 wrote: »

I've only been investing since April, a novice, im trying to build a longer term balanced portfolio (generally avoiding the very risky stocks).

Hugely impressive portfolio for anyone, never mind someone only investing since April.

Fair play

Gamma1 · 11-01-2021 9:18am

Hyundai up 20% last week on possible tie up with Apple for EV production. P/E now over 40 though. Any views?

cronos · 11-01-2021 9:26am

Gamma1 wrote: »

Hyundai up 20% last week on possible tie up with Apple for EV production. P/E now over 40 though. Any views?

Personally I'd wait for it to drop back close to where it was then it might be worth a punt.

Green&Red · 11-01-2021 10:33am

Shedite27 wrote: »

Mightn't have to wait long. Based on the jump Friday afternoon, someone knows something. Hoping for news in the next few days.

Absolute scenes in here if it takes off

crazy_kenny · 11-01-2021 11:48am

Green&Red wrote: »

Absolute scenes in here if it takes off

Any chance Ackman is after Bausch and Lomb eyecare again when it splits from Bausch Healthcare this month?

AmberGold · 11-01-2021 12:24pm

crazy_kenny wrote: »

Any chance Ackman is after Bausch and Lomb eyecare again when it splits from Bausch Healthcare this month?

Turnover $5Bn, too small for this one.

11-01-2021 1:40pm

I see commercial property is tipped by Blackstone this year. How would one invest in commercial property shares ?

One More Toy · 11-01-2021 2:01pm

6541 wrote: »

I see commercial property is tipped by Blackstone this year. How would one invest in commercial property shares ?

Hibernia reit might be of interest to you

Atlantic Dawn · 11-01-2021 2:54pm

6541 wrote: »

I see commercial property is tipped by Blackstone this year. How would one invest in commercial property shares ?

Blackstone itself could be worth investing in, they have a large portfolio of commercial property including Blanchardstown Shopping Centre in Ireland.

cal naughton · 11-01-2021 3:50pm

pitrn wrote: »

Any thoughts on Gevo. Will it go beyond 5 dollar? I have few shares wondering if I should sell or hold.

Gevo. Going well today up 8% to 4.75.

Sold out my my UMC two weeks ago to go into it. Company is involved in advanced biofuels with the airline industry a big target for contract's. Good play on bidens green new deal.

Umc also doing great today.

crushproof · 11-01-2021 3:54pm

6541 wrote: »

I see commercial property is tipped by Blackstone this year. How would one invest in commercial property shares ?

Just a purely anecdotical viewpoint but I'm struggling to see how this could be a growth sector, the shift to online shopping has massively increased this year, furthering the blow to retail. And WFH has become mainstream which will surely affect office occupancy rates.

The only commercial sector I can see profitable would be logistics/warehousing. But hey what do I know

Share Picks 2021 - Thread banned users post #1

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