Share Picks 2021 - Thread banned users post #1

drunkmonkey · 03-02-2021 05:32PM

Deleted User wrote: »

I have no idea what that sentence is supposed to mean.

https://www.fool.com/investing/2021/02/03/could-tilray-be-a-millionaire-maker-stock/

03-02-2021 05:33PM

drunkmonkey wrote: »

https://www.fool.com/investing/2021/02/03/could-tilray-be-a-millionaire-maker-stock/

Hah! I get ya now!

patsy_mccabe · 03-02-2021 05:51PM

Deleted User wrote: »

I don't understand the problem with those that piled into GME. I've only heard of people making gains. QED.

For everyone that made money, someone had to loose. A lot got in above the $100 mark and still holding, or sold at loss.

03-02-2021 05:55PM

patsy_mccabe wrote: »

For everyone that made money, someone had to loose. A lot got in above the $100 mark and still holding, or sold at loss.

I've seen people on Reddit who've apparently invested thousands at well above that value. People really got carried away with this.

bish76 · 03-02-2021 06:00PM

treatyman wrote: »

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

That's the risk of investing in small cap biotech. Whole thing revolves around proving one concept. Oral vaccination is a novel concept yet to be proven and latest data is not encouraging. Don't see it coming back up for in near future.

Jim2007 · 03-02-2021 06:03PM

patsy_mccabe wrote: »

For everyone that made money, someone had to loose. A lot got in above the $100 mark and still holding, or sold at loss.

Yep and a lot of them (USA) won't know it until they get their quarterly brokerage account statement or IRA/ROTH and discover that buried in there was some of fund exposure.

retalivity · 03-02-2021 06:11PM

What a day....portfolio up almost 3%
Banking some gains, opening a position in BCLI

Supercell · 03-02-2021 06:12PM

MARA and PERI doing great for me today, expecting/hoping both of these double by the summer.

circadian · 03-02-2021 06:28PM

Bought Aurora Cannabis for shy of $11 a few days ago. Rising nicely now and with news of federal legalisation in the US I think it'll do well. Canadian based medicinal cannabis company.

MikeSoys · 03-02-2021 06:30PM

“I put in $700,000 into AMC this morning,”-Dave Portnoy [Barstool]-

https://www.foxbusiness.com/markets/barstools-portnoy-invests-amc-stock-losing-700k-gamestop

roosterman71 · 03-02-2021 06:44PM

When ye are up on stocks how do ye manage it? Scale out or what? I'm trying to decide what way to do things. Up to now I was all in at the start, then when it rose up I was all out. Of course when the price doesn't go up I leave it there and pray!

Do ye like scale out 10% if the price rises by 10% or what is the best approach to get gains and protect capital?

retalivity · 03-02-2021 06:46PM

roosterman71 wrote: »

When ye are up on stocks how do ye manage it? Scale out or what? I'm trying to decide what way to do things. Up to now I was all in at the start, then when it rose up I was all out. Of course when the price doesn't go up I leave it there and pray!

Do ye like scale out 10% if the price rises by 10% or what is the best approach to get gains and protect capital?

Stop losses once its over a certain percentage gain. If im up 15%, ill put a stop loss in for 10% gain realisation.

MikeSoys · 03-02-2021 06:53PM

retalivity wrote: »

Stop losses once its over a certain percentage gain. If im up 15%, ill put a stop loss in for 10% gain realisation.

dont forget about dividends though, record date etc.

Pablo_Flox · 03-02-2021 06:55PM

Gevo ticking along nicely. Up 17% since I bought on Monday

03-02-2021 07:08PM

AMC up 20% today

cal naughton · 03-02-2021 07:09PM

Interesting development for the AMC wsb crew there was a coordinated mass buying into the stock at 1.00 eastern time in order to trick the algorithms which walked the price up to 9.60 falling a bit now but another planned for 2.00.

Kilough · 03-02-2021 07:16PM

Hi all.

Have been reading through this forum and it's previous incarnations over the past few months and have picked up a lot of what seems like useful info so thanks to all posters!

I've a few general queries:
- I'm a generally time strapped newbie casual investor who would like to start off a sensibly diversified portfolio. The way I see it, I'd need maybe 20 odd stocks to reduce my risk and have enough diversification. Maybe mix in some bitcoin/other blockchain and gold or other physical asset. As a part timer, how can I stay abreast of all press releases, earnings calls, pipeline info, chatter etc. on a diversified portfolio? Or is it best to just pick long term stocks and forget about them?
- Are posters on here working in the area of finance/investments generally?
- Listened to a Podcast recently with Cathie Wood of Ark invest and using ARK ETF share picks seems like a good starting point. Any thoughts on Ark ETFs?
- Any thoughts on best platform to operate on? Preferably free, low commission etc. Revolut, eToro, deGiro?
- Any other thoughts on where to start when investing! I'll be investing money I can afford to lose

Thanks!

Dave1711 · 03-02-2021 07:20PM

PCros wrote: »

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!

Roblox has huge potential definitely one i will be trying to get in on when it launches.

Has a massive market across all ages, and allows anyone to publish their games for free through it and earn money off them there is literally a game for everyone on roblox and its growing year on year.

That being said its a majorly hyped IPO so i'd expect it to rise a lot initially.

jwix · 03-02-2021 07:24PM

Hi all,
Would like advice on online trading apps, which is best?? Had shares years ago and made some money, but kids came and that ended that,lol. Any advice on investing would be great

Liamo_mu · 03-02-2021 07:39PM

Anyone buying AMD on the dip?

Chuckie_Egg · 03-02-2021 07:46PM

Liamo_mu wrote: »

Anyone buying AMD on the dip?

Not a chance, too many problems under the hood. They may have the best desktop processors but they are unable to supply them.
It's Intel all the way at the moment.

MurDawg · 03-02-2021 07:48PM

Chuckie_Egg wrote: »

Not a chance, too many problems under the hood. They may have the best desktop processors but they are unable to supply them.
It's Intel all the way at the moment.

GPU launch this month too

Liamo_mu · 03-02-2021 07:54PM

Chuckie_Egg wrote: »

Not a chance, too many problems under the hood. They may have the best desktop processors but they are unable to supply them.
It's Intel all the way at the moment.

Intel more a buy than AMD? They are losing so much market share to them.

circadian · 03-02-2021 08:08PM

Chuckie_Egg wrote: »

Not a chance, too many problems under the hood. They may have the best desktop processors but they are unable to supply them.
It's Intel all the way at the moment.

Ehhhhhh.

Supply issues all over the market at the minute. AMD are smashing them on performance and power usage. Intel are potentially going to outsource to TSMC or Samsung which will inevitably raise their prices, not to mention the amount of cash they flushed down the drain on trying to achieve close to 7nm manufacturing.

AMD recently patented a new design of GPU which is chiplet based rather than monolith. The advantage here is reduced silicon binning and less wastage, saving cash at potentially 5nm.

They have also forked their GPU division into desktop gaming and data centre workloads along with acquiring Xilinx so expect some leaps in machine learning and a move away from x86 to risc (this is the way the industry is going in general) whilst Intel seem to be holding onto x86.

Buying AMD on the dip and topping up my stock, when the supply issue is sorted and RDNA3 hits the market expect that stock to rise again.

Liamo_mu · 03-02-2021 08:10PM

circadian wrote: »

Ehhhhhh.

Supply issues all over the market at the minute. AMD are smashing them on performance and power usage. Intel are potentially going to outsource to TSMC or Samsung which will inevitably raise their prices, not to mention the amount of cash they flushed down the drain on trying to achieve close to 7nm manufacturing.

AMD recently patented a new design of GPU which is chiplet based rather than monolith. The advantage here is reduced silicon binning and less wastage, saving cash at potentially 5nm.

They have also forked their GPU division into desktop gaming and data centre workloads along with acquiring Xilinx so expect some leaps in machine learning and a move away from x86 to risc (this is the way the industry is going in general) whilst Intel seem to be holding onto x86.

Buying AMD on the dip and topping up my stock, when the supply issue is sorted and RDNA3 hits the market expect that stock to rise again.

My thoughts as well. My only concern is AMD is somewhat caught up in the meme stock WSB stuff even though it is not a meme stock itself.

It seems that is what caused the dip before earnings.

circadian · 03-02-2021 08:15PM

Liamo_mu wrote: »

My thoughts as well. My only concern is AMD is somewhat caught up in the meme stock WSB stuff even though it is not a meme stock itself.

It seems that is what caused the dip before earnings.

Didn't realise it was a meme stock, been sitting around high 80s for a long time now. I'd say the dip was more anticipating reduced earnings to supply issues.

Liamo_mu · 03-02-2021 08:18PM

circadian wrote: »

Didn't realise it was a meme stock, been sitting around high 80s for a long time now. I'd say the dip was more anticipating reduced earnings to supply issues.

It's not really a meme stock as they actually are a company doing very well but it's trading was restricted to buying 1 share on robinhood for example.

bish76 · 03-02-2021 08:42PM

Kilough wrote: »

Hi all.

Have been reading through this forum and it's previous incarnations over the past few months and have picked up a lot of what seems like useful info so thanks to all posters!

I've a few general queries:
- I'm a generally time strapped newbie casual investor who would like to start off a sensibly diversified portfolio. The way I see it, I'd need maybe 20 odd stocks to reduce my risk ..

Thanks!

Investing in stock market is very different in US than in Ireland. Its difficult to answer this question without full picture. For instance, you might be better off maximising your AVC in pension pot if you are not doing currently. You can choose ETFs within pension. Likewise, you may want to pay lump sum in your mortgage. Any dividend is taxed at income rate and capital gain at 33% after initial relief. Investing in stock from your taxed income makes sense if you still have spare money or okay to take big risks as it will be taxed again.

Cpfm · 03-02-2021 08:45PM

Time Magazine wrote: »

Hello all. In my view, people are mad to only invest in 3-5 stocks. Someone mentioned being overly diversified with 30odd. I don't think that's overly diversified at all. You might go heavier on some stocks than others (I def go heavier with clean energy than SP500 broad) but diversification is a good thing, especially if you find a platform that doesn't charge a transaction fee.

Anyway, for anyone interested, here's what I invested in towards the end of December. As you will see, it's highly diversified. The management fees average about €3 for every €1,000 invested.

....

Posting this might earn someone a few bob, and I'm really interested to hear critiques/advice/comments if anyone has them. I'm up 7.6% over the five weeks or so. Given the diversification, I'm very happy with that.

This is a great list - thanks for sharing. I'm gonna work my way through it and prob take a few onboard. You obviously opt for funds and ETFs instead of individual stocks. Any particular reason other than the reduced risk? I'm only 1 year into investing on my own - but I believe I'm getting a better return with individual stocks. Granted - doesn't always work - but when I initially scanned your list I was surprised ...
Will probably come back with questions ... I'm not that quick at getting through the research..

dan786 · 03-02-2021 08:50PM

Bit of a short term gamble on Novavax paying off, was $134 on 29th Jan and now at 290+, hopefully with the vaccine rollout in next few months it will go higher.

Share Picks 2021 - Thread banned users post #1

Comments