cronos wrote: » Any thoughts on Growth Stocks that haven't taken off yet?
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.
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...
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
80s Child wrote: » Wow. That's class. May I ask how long you've been investing?
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).
Gamma1 wrote: » Hyundai up 20% last week on possible tie up with Apple for EV production. P/E now over 40 though. Any views?
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.
Green&Red wrote: » Absolute scenes in here if it takes off
crazy_kenny wrote: » Any chance Ackman is after Bausch and Lomb eyecare again when it splits from Bausch Healthcare this month?
6541 wrote: » I see commercial property is tipped by Blackstone this year. How would one invest in commercial property shares ?
pitrn wrote: » Any thoughts on Gevo. Will it go beyond 5 dollar? I have few shares wondering if I should sell or hold.
crushproof wrote: » 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
Gonzovision wrote: » Just an absolute amateurs' opinion by myself, but I see it as one the first areas to fall. The amount of deferred payments on commercial real estate has to hit hard once vaccine rollout begins to take shape and we have a clear idea on what business will continue with a work from home policy. Banks are going to want their payments at some stage.
pitrn wrote: » Mara is down 20% today. Really bad day.. Bought few more shares to lower my BEP from 27 to 23 and now it's around 21.37...disappointing
cronos wrote: » If Mara is related to Bitcoin I wouldn't chase it till things prove they can level off over multiple days. I tried what you are doing back in 2018 and it bit me. Problem is that if Mara is the company I just looked up it's up 100 percent since 5th of January. Not sustainable really. But if Bitcoin can stabilize these companies will have value. Without stability Bitcoin can't pretend to be a hedge currency.
cal naughton wrote: » 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.
