Share Picks 2021 - Thread banned users post #1

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.

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

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 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.

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.

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.

Anyone ever check out the app Stocktwits, have to say tis very good and keep tracks of the stock that your tracking and what people are saying.

Bought and sold GEVO within a week 20% up.
Opened Carnival and Royal Dutch shell on Monday. Will hold these though Carnival up 5%. Thinking of buying intrest in Airlines. Any suggestions please.

Kilough wrote: »

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!

Welcome aboard

Kilough wrote: »

- 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?

20 odd diversified stocks will be perfect. I'd say there's not many that keep abrest of all earnings calls etc. The best stocks are the ones you can forget about for a year and come back and just trust that it'll be hgher. Pick some stocks that you won't need to worry about (Apple, Microsoft, Starbucks), and a few riskier plays (Sqaure, Pinterest, Teledoc) and you'll be fine.

Kilough wrote: »

- Are posters on here working in the area of finance/investments generally?

Can't speak for all but I'd imagine most are not in the industry.

Kilough wrote: »

- 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?

The obvious warning is that past performance isn't future performance, her luck will run out eventually. I like her stocks, but the big problem now is that stocks just go up because she tells people "I bought PayPal today"

Kilough wrote: »

- Any thoughts on best platform to operate on? Preferably free, low commission etc. Revolut, eToro, deGiro?

Not Revolut, that's not for a long term stuff, most here use Degiro

Kilough wrote: »

- Any other thoughts on where to start when investing! I'll be investing money I can afford to lose

Play by the safe rules (no Gamestop!) and you'll be losing nothing :cool:

Shedite27 wrote: »

Bought myself CLOV (Clover Health) and IPOF today.

Both Chamath plays, CLOV hasn't really moved since it merged, Chamath is very passionate about it from what I've seen. IPOF has no target get, rumours of an EV play.

EV + SPAC + Chamath sounds like rocket ships to me

Need to look into that one if it's EV, I don't have a position in sofi but it looks good, waiting for a dip.

I think he's brilliant, any pipe or company he's in has done well

bish76 wrote: »

Bought and sold GEVO within a week 20% up.
Opened Carnival and Royal Dutch shell on Monday. Will hold these though Carnival up 5%. Thinking of buying intrest in Airlines. Any suggestions please.

American Airlines and Delta are worth considering. Neither will do anything for over a year but you’d expect a return once vaccines etc are all rolled out.

Supercell wrote: »

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

APPS (digital turbine) had a good beat in their earnings and revenue today, up 12% after hours trading, hopefully will bring PERI up tomorrow also. I'm in MGNI also, in the mobile advertising sector as well, and its up 50% in the 2wks since I got in.

Thargor wrote: »

+1 for Teams crushing all the rest, I wouldn't touch zoom with a bargepole at any price nevermind the crazy 100 billion+ current mcap.

Anecdotally our large biopharma company has banned everything else, its all teams now, all our contractors have switched aswell, our whole sector is running on Teams now, from instant messages to scheduling to record keeping not just video calls, and it does the messaging/video/conference call thing better anyway. My brother reports the same in the legal industry, Bebo to Facebook levels of switchover.

Watch this space, this could be Ackman's "Mature Unicorn" ace in the hole for PSTH :pac: