Share Picks 2021 - Thread banned users post #1

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

Timing belt wrote: »

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

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.

Timing belt wrote: »

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

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!

Mike3549 wrote: »

VXRT down 50% in premarket

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

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

how long before trading halted at a LULD?

$Tyme is flying

AMC/GME having it's regular opening hour slump.

Alphabet is flying right now

So you lads stock pile dollars when its at a good price?

I know with Revolut you can auto convert at a certain exchange rate.

treatyman wrote: »

Any reason for the drop today? Am tempted now but might wait and see.

Not the expected positive announcement on their Phase 1 testing of the covid vaccine (pill) they are developing....