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Share Picks 2021 - Thread banned users post #1

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Comments

  • Registered Users, Registered Users 2 Posts: 54 ✭✭supersonic21


    Renault 5 wrote: »
    Ive only 100 euros in it as to help me understand how it all works :)

    I actually want to use some of my saving to put into long term shares but am waiting on a beginners guide advice from experienced people here

    Im using Degiro as my platform.


    fair play, that's the best thing to do when you start investing.

    I remember when I got into it I made a few trades of around €300 each — bought at the peak not knowing what was going on, didn't know when to sell a stock, didn't understand how common and meaningless fluctuations are when you have a long term approach etc...

    so now any time someone mentions they want to start I recommend splitting a couple hundred into €50 euro pieces and investing them for a little bit before you start putting the savings in. You can read all about markets but actually getting familiar and comfortable with investing your own hard earned cash comes with experience

    to learn about markets, download Learn by MyWallSt app — an Irish company focusing on the US market. i recommend it to everyone


  • Closed Accounts Posts: 171 ✭✭Renault 5


    MikeSoys wrote: »
    €100 ah sure thats walking around money,:)

    wanted to start somewhere to get an understanding of potential gains and losses on shares.

    Im not the guy who created their first account and put 5K on GME are $320.

    I just wanted to see the basics before I commit to long term investing.

    Im a noob:o


  • Registered Users, Registered Users 2 Posts: 6,111 ✭✭✭daheff


    Based on what I've seen in this thread, I wouldn't count on this place for friendly advice.

    There are non crazy investment subs on Reddit, however, like r/stocks or r/investing.

    in fairness the reddit sub is r/wallstreetbets


  • Posts: 3,754 ✭✭✭ [Deleted User]


    daheff wrote: »
    in fairness the reddit sub is r/wallstreetbets

    I know that.


  • Posts: 737 ✭✭✭ [Deleted User]


    Renault 5 wrote: »
    Ive only 100 euros in it as to help me understand how it all works :)

    I actually want to use some of my saving to put into long term shares but am waiting on a beginners guide advice from experienced people here

    Im using Degiro as my platform.
    You're in the same boat as me. I'll be putting stuff in this thread that I find useful


    https://www.boards.ie/vbulletin/showthread.php?t=2058156319


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  • Registered Users, Registered Users 2 Posts: 1,368 ✭✭✭cc87


    I seen speculation that the spac LOAC is due to vote on the merger on the 25/2

    I did see a comment from 4d recently saying the vote would be "in the coming weeks" but nothing specific


  • Registered Users, Registered Users 2 Posts: 13,496 ✭✭✭✭Mad_maxx


    hopefully the resignation of Bezos wont knock too much off Amazon , incredible quarter reported last night

    my biggest holding which i dont trade


  • Registered Users, Registered Users 2 Posts: 54 ✭✭supersonic21


    Mad_maxx wrote: »
    hopefully the resignation of Bezos wont knock too much off Amazon , incredible quarter reported last night

    my biggest holding which i dont trade

    hope it knocks a fair bit off so I can get in :rolleyes:


  • Registered Users, Registered Users 2 Posts: 17 Magno_DT


    Total number of posts during the month of January:

    Share Picks 2018: 94
    Share Picks 2019: 103
    Share Picks 2020: 183
    Share Picks 2021: 2,811

    Perhaps a sign of an interesting year ahead.


  • Registered Users, Registered Users 2 Posts: 245 ✭✭sirboby


    cc87 wrote: »
    I did see a comment from 4d recently saying the vote would be "in the coming weeks" but nothing specific

    Do you think there is much chance of LOAC rejecting the vote? or is it more of a formality at this point?


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  • Registered Users, Registered Users 2 Posts: 6,111 ✭✭✭daheff


    jams100 wrote: »

    What zoom do and the way they do it is great but its at most a 25-30 billion market cap to me. Just insanely overvalued. The only thing that might change my opinion on that is if they diversified into another area

    Can I ask you how you come to that figure?


  • Closed Accounts Posts: 171 ✭✭Renault 5


    You're in the same boat as me. I'll be putting stuff in this thread that I find useful


    https://www.boards.ie/vbulletin/showthread.php?t=2058156319

    Thanks for the info.


  • Registered Users, Registered Users 2 Posts: 1,368 ✭✭✭cc87


    sirboby wrote: »
    Do you think there is much chance of LOAC rejecting the vote? or is it more of a formality at this point?

    Unlikely I think, generally it's been more of a formality.

    About 50% of the shares in LOAC are held by funds as well I think, wouldn't make sense for them to reject it en mass.


  • Moderators, Education Moderators, Technology & Internet Moderators Posts: 35,322 Mod ✭✭✭✭AlmightyCushion


    A positive for ford, but even with Google they are still the underdogs in the EV world. Google brings AI to the table but lacks any EV and is miles behind in radar, ultrasound, battery and Camera tech compared to Tesla, Nio and VW

    The deal doesn't even have anything to do with that sort of stuff. They're just going to be using Android in their car's entertainment systems. It's not really a big deal.


  • Registered Users, Registered Users 2 Posts: 20,135 ✭✭✭✭neris


    Mad_maxx wrote: »
    hopefully the resignation of Bezos wont knock too much off Amazon , incredible quarter reported last night

    my biggest holding which i dont trade

    doesnt look like his announcement is having a major impact in pre trading


  • Registered Users, Registered Users 2 Posts: 9,659 ✭✭✭Shedite27


    neris wrote: »
    That wall street bets is turning into a bit of a comedy now on gamestop

    That's all it ever was. WSB's was a parody account with memes laughing at Nikola, Luckin and whatever the comedy stock of the week was. It was never intended as proper investing advice


  • Registered Users, Registered Users 2 Posts: 3,619 ✭✭✭Timing belt


    We have all heard the reports that Natwest may close down Ulster bank... If it does it will free up circa 15bn Capital which will enable Natwest to redistribute the proceeds to shareholders or to invest in upgrading it's online offering. With results being announced on the 19th of feb there is a good chance that Natwest will make an announcement in regards to ulster which may bump its share price.... Might be worth a punt for a 5-10% return.


  • Registered Users, Registered Users 2 Posts: 887 ✭✭✭jams100


    daheff wrote: »
    Can I ask you how you come to that figure?

    Back of an envelope calculation, no point going too deep when there is zero chance I'm going to invest.

    Main problems I see:

    1. Microsoft Teams. As someone who uses Teams, Zoom, Skype, Meets and previously Slack, there are no longer any benefits over teams. The stability and features within teams has improved immeasurably over the past 6-8 months. Most enterprise customers already have teams....teams are renewing their partnership with SAP who have 440,000 customers, most of them being the biggest companies in the world. In a few years I don't see why companies would need both.

    2. Zoom's period of immense growth is over. I expected them to diversify, even if only at at a high level by now.

    3. I know working from home is here to stay long term but the impact of some companies returning to the office could impact zoom as they are pure video conferencing.

    4. Trading at over 50* 2021 sales. Best comparison is slack being acquired for roughly 30* sales.

    Competition is going to be their problem imo, I don't think zoom are going anywhere or contract but they need smart acquisitions to grow at anywhere near their current rate.

    They are my thoughts, maybe others see something that I'm not?

    I've always said Tesla are overvalued but I never really saw them as a tech/battery company, clearly I was wrong on that one :)


  • Registered Users, Registered Users 2 Posts: 11,391 ✭✭✭✭Timmaay


    Magno_DT wrote: »
    Total number of posts during the month of January:

    Share Picks 2018: 94
    Share Picks 2019: 103
    Share Picks 2020: 183
    Share Picks 2021: 2,811

    Perhaps a sign of an interesting year ahead.

    Another idea here, what if we have half a dozen share picks 2021 threads, one for penny stocks (under 5$), one for growth sticks, one for all EVs, one for covid recovery stocks, and an everything else, and then a pure chit chat thread. You get to pick and choose which threads you wanna keep track of and ignore the others in areas you aren't interested in.


  • Registered Users, Registered Users 2 Posts: 20,135 ✭✭✭✭neris


    We have all heard the reports that Natwest may close down Ulster bank... If it does it will free up circa 15bn Capital which will enable Natwest to redistribute the proceeds to shareholders or to invest in upgrading it's online offering. With results being announced on the 19th of feb there is a good chance that Natwest will make an announcement in regards to ulster which may bump its share price.... Might be worth a punt for a 5-10% return.

    Ive a few shares in them in the last few years and wouldnt go near them. ulster banks a tiny cog in their overall operation and they are still massivley owned by the british government and trying to sort out the early 2000s. I would also say i wouldnt touch european bank stocks


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  • Registered Users, Registered Users 2 Posts: 13,496 ✭✭✭✭Mad_maxx


    hope it knocks a fair bit off so I can get in :rolleyes:

    thats the stuff


  • Registered Users, Registered Users 2 Posts: 3,619 ✭✭✭Timing belt


    neris wrote: »
    Ive a few shares in them in the last few years and wouldnt go near them. ulster banks a tiny cog in their overall operation and they are still massivley owned by the british government and trying to sort out the early 2000s. I would also say i wouldnt touch european bank stocks

    I am not bullish on any banks at the moment with the low interest rate environment. But can see a bump to the share price if it makes an announcement on this on the 19th. This would be a short term trade only.


  • Registered Users, Registered Users 2 Posts: 11,985 ✭✭✭✭patsy_mccabe


    If Ryanair breaks the €16 mark, I'm selling.

    I've heard you say many times that you're better than no one
    And no one is better than you
    If you really believe that you know you have nothing to win
    And nothing to lose



  • Registered Users, Registered Users 2 Posts: 6,111 ✭✭✭daheff


    I am not bullish on any banks at the moment with the low interest rate environment. But can see a bump to the share price if it makes an announcement on this on the 19th. This would be a short term trade only.

    have to agree this sentiment on the banks. Low & negative interest rates make it even harder for banks to earn a return these days. a lot of loans would be margin of X plus Euribor/Libor etc. when these rates are on the floor theres no return.

    and rates look to be low for the next while too. Most banks had to sell off a lot of profitable arms of the business (eg wealth mgmt, consulting/advisory) during the bad days. These are the areas that they make most of in the good days. trying to buy back now or rebuild a business is costly.

    FWIW, I'm long BOI & PTSB from a number of years back. I've these as a long term play.

    but again...what do i know..i'm also long GME


  • Posts: 737 ✭✭✭ [Deleted User]


    Gamestop up over 25% in premarket currently.


  • Registered Users, Registered Users 2 Posts: 2,101 ✭✭✭PCros


    Any thoughts on investing in Roblox when it becomes available? It seems to have been delayed again.

    My kids and my friends kids are addicted to this game but not sure if there is anything in it!


  • Registered Users, Registered Users 2 Posts: 1,245 ✭✭✭Mike3549


    VXRT down 50% in premarket


  • Registered Users, Registered Users 2 Posts: 1,788 ✭✭✭Cute Hoor


    Mike3549 wrote: »
    VXRT down 50% in premarket

    Hmmm, very suspicious, big increase in SP ahead of bad news


  • Registered Users, Registered Users 2 Posts: 1,788 ✭✭✭Cute Hoor


    Is there one final sting in the dying GME wasp


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  • Registered Users, Registered Users 2 Posts: 34 ingeneer


    Anyone have any position in Virtu Financial? (NASDAQ:VIRT). I think they make more money when trading volumes are high - so possibly will do well with the influx of retail investors. Think I'll jump in today but may have missed the boat :o


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