Share Picks 2021 - Thread banned users post #1

Treppen · 03-02-2021 09:11PM

GW Pharma have been bought out by Jazz , the green rush is back folks.

DulchieLaois · 03-02-2021 09:13PM

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.

DulchieLaois · 03-02-2021 09:18PM

Pablo_Flox wrote: »

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

Bought last week at $13, while it’s annoying that I am not upwards just yet, I’d look forward to the future and I do think it will go up.

I remember a few weeks ago somebody mentioning here buying at $5 and expects to rise to $50 in a few years.

bish76 · 03-02-2021 09:36PM

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.

Timmaay · 03-02-2021 09:36PM

DulchieLaois wrote: »

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.

Very useful for news on smaller stocks, pre and post market share prices, for larger stocks, with like 50k+ followers the newsfeed is liable to be mostly pure rubbish (shame they don't have filters that like remove all posts with like moonshot and other rubbish hype), charts need work also, no moving average lines on them.

Shedite27 · 03-02-2021 09:45PM

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 · 03-02-2021 09:49PM

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

Atlas_IRL · 03-02-2021 09:53PM

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

Thargor · 03-02-2021 10:02PM

+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.

Wingman2010 · 03-02-2021 10:11PM

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.

DutchYurt · 03-02-2021 10:30PM

Liamo_mu wrote: »

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.

Do you mean AMC? I can't for the life of my understand why AMD would be a meme stock or be restricted.

Edit: I just googled it, what in the absolute ****. Why is AMD a meme stock? haha

Timmaay · 03-02-2021 10:31PM

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.

jammiedodgers · 03-02-2021 10:37PM

DFV's latest update. He says that he's "gonna back off the daily updates for now". I would expect most will sell tomorrow?

Treppen · 03-02-2021 10:39PM

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:

Jeff2 · 03-02-2021 10:49PM

cal naughton wrote: »

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.

This seems to have happened in both AMC and GME today.

Edit : if true then it proves they are infact effecting the price.

03-02-2021 10:52PM

jammiedodgers wrote: »

DFV's latest update. He says that he's "gonna back off the daily updates for now". I would expect most will sell tomorrow?

It'll certainly have an effect on retail investors.

tusk · 03-02-2021 11:07PM

i won't be selling anyways. I just like the stock..

Treppen · 03-02-2021 11:07PM

Ok I think I can finally say I've spotted a pattern for the next cannabis pump (think this one will peter out soon).

As the main players go up, there is a scramble into the canna-pharma space (penny stocks really). When noobs see the high price per share of the main players they want to get rich quick and scramble around for some hype on smaller entrants. There is usually a time-lag of one-three days.

Next time around, once there is a big announcement (examples: yesterday's announcement of Jazz taking over GW, more legalisation news in US, Aphria/Tilray merger, Canopy's integration with Constellation Brands), have a look at the small guys.
I've no doubt it'll dip again in about a months time if there's no further news. This will the time to consider the smaller caps.

At the moment my small pharma players to watch are

Medipharm
Radient Technologies Inc
Revive Theraputics (tipped on here, phase 3 covid treatment!)
InMed (Working on synthesis in the lab as opposed to extraction from warehouses of thousands of plants)
Akerna (Mentioned on here... a picks and shovels player )
Champignon Brands (psychedelics treatment... be a while before you'd see this stuff covered on the VHI but I think the psychedelics space is the next green rush).

others I've an interest in are:
Greenrose Acquisition Corps. (SPAC someone tipped here a while ago... long way to go , maybe get in and get out before it fizzles out)
Organigram (They were belle of the ball on r/weedstocks a few years ago (along with ACB, APH and CGC). Taken a real trouncing but seem to be making a comeback.

Banana Republic 1 · 03-02-2021 11:07PM

Timmaay wrote: »

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.

Penny stocks! Have you not seen the wolf of Wall Street.

DulchieLaois · 03-02-2021 11:11PM

What’s the story with $SAVA ? Up 100 per cent today and when I read other notes, it was pittance last week.

Shedite27 · 03-02-2021 11:18PM

Atlas_IRL wrote: »

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

Rivian is the rumour, but it's nothing more than murmours at the moment.
https://investorplace.com/2021/01/spac-merger-news-why-ipod-ipoe-and-ipof-stock-are-on-the-move-today/

Fruks · 03-02-2021 11:24PM

DulchieLaois wrote: »

What’s the story with $SAVA ? Up 100 per cent today and when I read other notes, it was pittance last week.

SAVA published trial data for their Alzheimer’s disease drug which shows improvement in cognition and a major reduction in symptoms such as agitation and anxiety. There is no approved treatment for the disease so it is huge news.

I’ve owned SAVA for over two years so the last few days have been a savage result after a long time in the doldrums.

Shedite27 · 03-02-2021 11:24PM

Looking at the volume, the movement is definitely fading.

Gamestop
Fri (22nd) - 196m
Mon - 177m
Tue - 187m
Wed - 93m
Thurs - 58m
Fri - 50m
Mon - 37m
Tue - 78m
Today - 41m

AMC
Wed - 1,222m
Thurs - 591m
Fri - 602m
Mon - 434m
Tue - 462m
Today - 216m

We're really hoping at this stage that either:
(a) the stories about the shorts are true and they'll bump the price later in the week.
(b) the ex-Robinhooders are just trying to setup accounts at other brokerages and will then buy.

03-02-2021 11:28PM

For the craic I went and had a look at what insiders sold some of their Gamestop stock, wouldn't you be sick.

80s Child · 03-02-2021 11:34PM

I haven't been on for 5 days.. 77 pages... ha.. truly reflects the nature of the 5 days!

I didnr go through them all so someone may have posted before me, but thr MWS stock of the month is ServiceNow $NOW

This is the second time they have had this stock as SOTM; it was first put up in Feb 2019 and is up 160.3% since then.

Current price 521.71 - at time of posting.

Have a few quid to put in at the min. Watchlist was:
MSFT
PINS
JNJ
IIPR

Now, I'm looking at lithium and the need for lithium in EVs. I like the thought of a lithium ETF. Has anyone any knowledge of this one:

https://www.globalxetfs.com/funds/lit/

Kilboor · 03-02-2021 11:41PM

DulchieLaois wrote: »

What’s the story with $SAVA ? Up 100 per cent today and when I read other notes, it was pittance last week.

I have been watching savas rise closely, I have been talking on here about $ANVS the last year which is also making an Alzheimer's drug and is about 9 months or so behind. Been a nice week for them too and I'm a happy holder of the latter at a bep of 7 dollars

Timmaay · 04-02-2021 12:14AM

Banana Republic 1 wrote: »

Penny stocks! Have you not seen the wolf of Wall Street.

NIO, NNDM, APPS and UMC have alone more than doubled my account over the last year, and all of them were pennystocks when I 1st got into them (NIO and apps have gone 12x since then). Pennystocks are most certainly higher risk and well known for pump and dumps, but they can provide extremely good returns if you get the right ones and in the right market conditions (ie the most insane fed printing dollars bull run of the last 10months). In the wolf of Wallstreet he was simply scamming old ladies and losers into buying shares in dead pennystock companies lol.

PHG · 04-02-2021 12:29AM

Purchased second stock of the year today.

Bytes Technology Grp.

They have cash,low debt and growth has been good. Floated a few weeks ago so my SL is ok but not solid.

In stock portfolio:

Still hold Luce but down about 6% atm

Calnex still doing well and close to doubling my u realised PnL. Holding a half than normal size position in that.

Strategy allows to have 6 stocks at any one time but most I've been up to is 5

PokeHerKing · 04-02-2021 12:33AM

jammiedodgers wrote: »

DFV's latest update. He says that he's "gonna back off the daily updates for now". I would expect most will sell tomorrow?

Below might be why:

https://www.nytimes.com/2021/02/03/business/roaring-kitty-gamestop-massmutual.html

Chuckie_Egg · 04-02-2021 01:33AM

Liamo_mu wrote: »

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

Yet the facts might surprise you. Intel actually clawed back a huge amount of AMD gained desktop/laptop processor share because AMD could not supply the CPUs and have no hope of meeting supply because TSMC does not have more spare capacity plus Apple and Samsung have booked a huge bulk of TSMCs manufacturing till 2024.
AMDs price was for the future growth that their current CPU line-up could deliver. Guess what happens when companies fail to meet expectations..

Share Picks 2021 - Thread banned users post #1

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