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Share Picks 2021 - Thread banned users post #1

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Comments

  • #3722
    Jimbobjoeyman
    Registered Users, Registered Users 2 Posts: 808 ✭✭✭Jimbobjoeyman


    DeanAustin wrote: »
    Thanks.

    Revenue was up 31m on 2019 v 2018 while costs went down by 67m I think?

    Didn't see the interim report for 2020 but would expect some impact from covid. Must go take a look.

    your correct actually revenue went up
    I was looking at the profit line, apologies; like I said only a quick glance at it


  • #3723
    Mad_maxx
    Registered Users, Registered Users 2 Posts: 13,496 ✭✭✭✭Mad_maxx


    DeanAustin wrote: »
    Looking for some opinions on going long on a couple of stocks.

    Bank of Ireland seems to be gaining over the last two months but is still well shy of where it was 12 months ago. I know with low interest rates and having sold off a lot of their profitable business over the last 12 years they're going to struggle to make massive profits but I can't see it not going up and it's a pretty safe business from the point of view that if they didn't go belly up in 2008, they'll never be allowed to go to the wall.

    Pfizer hasn't popped at all given they were first to the Western market with the vaccine. They've actually gone down over the last couple of months despite strong revenue projections for the coming year (even allowing for the vaccine associated revenue). The dividend yield is pretty attractive too (4.4% - $1.56 on a current price of $34.92). I'm thinking they're also fairly recession proof given that the price hasn't popped over the last couple of years in the same way other share prices have.

    bank of ireland is currently range bound between 2.80 and 3.50 , expect it to retest near 2.70 intraday in the coming weeks


  • #3724
    patsy_mccabe
    Registered Users, Registered Users 2 Posts: 12,066 ✭✭✭✭patsy_mccabe


    DeanAustin wrote: »
    Looking for some opinions on going long on a couple of stocks.

    Bank of Ireland seems to be gaining over the last two months but is still well shy of where it was 12 months ago. I know with low interest rates and having sold off a lot of their profitable business over the last 12 years they're going to struggle to make massive profits but I can't see it not going up and it's a pretty safe business from the point of view that if they didn't go belly up in 2008, they'll never be allowed to go to the wall.

    Pfizer hasn't popped at all given they were first to the Western market with the vaccine. They've actually gone down over the last couple of months despite strong revenue projections for the coming year (even allowing for the vaccine associated revenue). The dividend yield is pretty attractive too (4.4% - $1.56 on a current price of $34.92). I'm thinking they're also fairly recession proof given that the price hasn't popped over the last couple of years in the same way other share prices have.

    Pfizer dividend for Feb 5, 2021 was $1.56. High by other standards.

    https://www.macrotrends.net/stocks/charts/PFE/pfizer/dividend-yield-history


  • #3725
    DeanAustin
    Registered Users, Registered Users 2 Posts: 3,958 ✭✭✭DeanAustin


    patsy_mccabe wrote: »
    Pfizer dividend for Feb 5, 2021 was $1.56. High by other standards.

    https://www.macrotrends.net/stocks/charts/PFE/pfizer/dividend-yield-history

    The dividend is a nice bonus. It'll cover my broker fees and then some with the other dividends I'm getting. They seem to be putting most of their eggs in the dividend basket rather than buying back stock which has its own drawbacks.

    However, I'm more thinking of investing because I think the price has got to move up at some stage. The business is in good shape, projected sales are strong and they're a very stable business. They're sort of towards the middle to the lower end of the share price range over the last 5 years too.


  • #3726
    Timing belt
    Registered Users, Registered Users 2 Posts: 3,619 ✭✭✭Timing belt


    DeanAustin wrote: »
    Thanks.

    Revenue was up 31m on 2019 v 2018 while costs went down by 67m I think?

    Didn't see the interim report for 2020 but would expect some impact from covid. Must go take a look.

    A Irish bank could still go to the wall from a shareholders point of view.... just because it didn't happen in 2008 doesn't mean it won't happen in the future. The difference this time around is that once the shareholders funds are gone and the bank goes technically bust the MREL debt that they have issued will convert and re-capitalise the bank. I am not saying they will go bust but just pointing out that it can happen.

    My personal view is that the bank will struggle for a few years with the negative rates gradually eroding their Net interest margins. In an effort to stay profitable they will go on a cost cutting exercise that will damage the banks ability to offer better service while the Fintech companies compete with them from a much cheaper cost basis.

    There is a thread on BOI shares that you might find interesting if you are considering investing https://www.boards.ie/vbulletin/showthread.php?t=2056460512&page=75


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  • #3727
    Shedite27
    Registered Users, Registered Users 2 Posts: 9,669 ✭✭✭Shedite27


    DeanAustin wrote: »
    Looking for some opinions on going long on a couple of stocks.

    Pfizer hasn't popped at all given they were first to the Western market with the vaccine. They've actually gone down over the last couple of months despite strong revenue projections for the coming year (even allowing for the vaccine associated revenue). The dividend yield is pretty attractive too (4.4% - $1.56 on a current price of $34.92). I'm thinking they're also fairly recession proof given that the price hasn't popped over the last couple of years in the same way other share prices have.
    Pfizer haven't moved at all in a few years and you're thinking of investing? Is it just a place to wtore your money and get a dividend? That's the only logic I'd get from investing there.

    Their vaccine was first, but it's not best. Others are as effective, one shot, and doesn't need minus 70 freezers. I'd prefer a company that innovates and creates the best, rather than gets the first to market


  • #3728
    retalivity
    Registered Users, Registered Users 2, Paid Member Posts: 15,670 ✭✭✭✭retalivity


    I ave worked for a number of Irish banks and wouldn't invest in any of them. However, BOI is the worst, it is so far behind the others in tech, which are already behind most other businesses as banks are archaic, and is a mess of red tape and middle management. Their recent €6 flat monthly fee didn't go down well either and has seen them shed thousands of customers.


  • #3729
    DeanAustin
    Registered Users, Registered Users 2 Posts: 3,958 ✭✭✭DeanAustin


    Shedite27 wrote: »
    Pfizer haven't moved at all in a few years and you're thinking of investing? Is it just a place to wtore your money and get a dividend? That's the only logic I'd get from investing there.

    Their vaccine was first, but it's not best. Others are as effective, one shot, and doesn't need minus 70 freezers. I'd prefer a company that innovates and creates the best, rather than gets the first to market

    Fair points. It’s not for the dividend. That’s just a bonus. They have a solid pipeline of new drugs, have spun off some of the ones that weren’t making money and the vaccine should make them a few quid. All those factors combined make me think the share price won’t tank and will likely go up at some stage. I don’t expect massive growth but over a few years, I’d expect a decent return on it.


  • #3730
    Jimbobjoeyman
    Registered Users, Registered Users 2 Posts: 808 ✭✭✭Jimbobjoeyman


    retalivity wrote: »
    I ave worked for a number of Irish banks and wouldn't invest in any of them. However, BOI is the worst, it is so far behind the others in tech, which are already behind most other businesses as banks are archaic, and is a mess of red tape and middle management. Their recent €6 flat monthly fee didn't go down well either and has seen them shed thousands of customers.

    Can back this from a personal view.
    Once I got hit with that monthly charge I paid off the remainder of what was left of a small loan and closed all my accounts with them.

    Whoever thought that was a good idea when you can get a revolut or n26 account for free needs to be fired.
    Really shooting themselves in the foot with that.


  • #3731
    MAJJ
    Registered Users, Registered Users 2 Posts: 1,679 ✭✭✭MAJJ


    Folks, does anyone recommend seeking alpha premium or any other similar services , motley fool (not sure I like their mail style).

    I've made fortunate gains from tips here,THANKS, and a number of promising plays with unrealized gains , CCIV, carnival, Nova, PTSH, Virgin galactic. All risky I know and have other solid stocks.


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  • #3732
    Shedite27
    Registered Users, Registered Users 2 Posts: 9,669 ✭✭✭Shedite27


    MAJJ wrote: »
    Folks, does anyone recommend seeking alpha premium or any other similar services , motley fool (not sure I like their mail style).
    I like MyWallSt. Think a lot on ehre subscribe to them. Fairly simple layout. List of about 40/50 stocks to pick from, and a stock of the month every month that's on fire at the moment. It's the best 80 euro you'll ever spend


  • #3733
    DulchieLaois
    Registered Users, Registered Users 2 Posts: 463 ✭✭DulchieLaois


    Watching a stock called High Tide on Stocktwits, listed in CAD exchange: weed company, up 33% on Friday, sees the potential to go higher this week; properly ideal for short term gain ...Davys not carrying it, have to wait till mid week before they do, before latching onto it.

    Just thought to share it.


  • #3734
    Telo123
    Registered Users, Registered Users 2 Posts: 134 ✭✭Telo123


    DeanAustin wrote: »
    The dividend is a nice bonus. It'll cover my broker fees and then some with the other dividends I'm getting. They seem to be putting most of their eggs in the dividend basket rather than buying back stock which has its own drawbacks.

    However, I'm more thinking of investing because I think the price has got to move up at some stage. The business is in good shape, projected sales are strong and they're a very stable business. They're sort of towards the middle to the lower end of the share price range over the last 5 years too.

    Correct over the next year I think we will start to see positive movements in Pfizers share price, pfizer got rid of upjohn which generally made the off patent generic products, was essentially brining pfizer down while.The spinoff was already factored into share price when Pfizer owners got .12 viatris shares for every pfizer share so hence no real movement. The money is to be made on the new products in the pipeline which will be on patent.
    Pfizer expects to deliver a revenue compounded annual growth rate of at least 6% over the next five years following the spin-off of Upjohn. That's a lot better than what the company has generated in recent years. The projection is also a risk-adjusted figure, which means that Pfizer isn't banking on all of its pipeline candidates being successful.
    And the div yield of 5% or whatever it is attractive.


  • #3735
    jams100
    Registered Users, Registered Users 2 Posts: 892 ✭✭✭jams100


    DulchieLaois wrote: »
    Watching a stock called High Tide on Stocktwits, listed in CAD exchange: weed company, up 33% on Friday, sees the potential to go higher this week; properly ideal for short term gain ...Davys not carrying it, have to wait till mid week before they do, before latching onto it.

    Just thought to share it.

    But most cannabis stocks are on a high lately.

    I'll get my coat...


  • #3736
    cronos
    Registered Users, Registered Users 2 Posts: 2,720 ✭✭✭cronos


    retalivity wrote: »
    I ave worked for a number of Irish banks and wouldn't invest in any of them. However, BOI is the worst, it is so far behind the others in tech, which are already behind most other businesses as banks are archaic, and is a mess of red tape and middle management. Their recent €6 flat monthly fee didn't go down well either and has seen them shed thousands of customers.

    I'm curious where would people recomend for a current account? I'm not a fan of the €6 per month either.


  • #3737
    AlmightyCushion
    Moderators, Education Moderators, Technology & Internet Moderators Posts: 35,332 Mod ✭✭✭✭AlmightyCushion


    cronos wrote: »
    I'm curious where would people recomend for a current account? I'm not a fan of the €6 per month either.

    KBC. If you lodge more than €2,000 a month you get free banking from them.


  • #3738
    jammiedodgers
    Registered Users, Registered Users 2 Posts: 1,443 ✭✭✭jammiedodgers


    EBS Money Manager account is free also.


  • #3739
    cronos
    Registered Users, Registered Users 2 Posts: 2,720 ✭✭✭cronos


    Jimbobjoeyman wrote: »
    Can back this from a personal view.
    Once I got hit with that monthly charge I paid off the remainder of what was left of a small loan and closed all my accounts with them.

    Whoever thought that was a good idea when you can get a revolut or n26 account for free needs to be fired.
    Really shooting themselves in the foot with that.

    Do you direct your salary and pay all your bills from Revolut? I've never considered doing that but I do hate that 6 euro.


  • #3740
    richie123
    Registered Users, Registered Users 2 Posts: 790 ✭✭✭richie123


    cronos wrote: »
    Do you direct your salary and pay all your bills from Revolut? I've never considered doing that but I do hate that 6 euro.

    If you want to transfer money into a broker like degiro you can't use revolut or n26 so its still not the complete answer just yet


  • #3741
    Mister Vain
    Registered Users, Registered Users 2 Posts: 6,368 ✭✭✭Mister Vain


    richie123 wrote: »
    If you want to transfer money into a broker like degiro you can't use revolut or n26 so its still not the complete answer just yet
    Degiro must be the exception. Most brokers will accept Revolut and N26.


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  • #3742
    feelings
    Registered Users, Registered Users 2 Posts: 787 ✭✭✭feelings


    Anyone know how to get a stock listed quickly on DeGiro? CPUH IPO today on Nasdaq but not listed on DeGiro.


  • #3743
    cc87
    Registered Users, Registered Users 2 Posts: 1,368 ✭✭✭cc87


    Should be another bump on OCGN today....

    https://finance.yahoo.com/amphtml/news/ocugen-inc-announces-23-million-024400500.html


  • #3744
    Kilboor
    Registered Users, Registered Users 2 Posts: 1,210 ✭✭✭Kilboor


    feelings wrote: »
    Anyone know how to get a stock listed quickly on DeGiro? CPUH IPO today on Nasdaq but not listed on DeGiro.

    Email clients@degiro

    But it takes a few days


  • #3745
    MAJJ
    Registered Users, Registered Users 2 Posts: 1,679 ✭✭✭MAJJ


    Shedite27 wrote: »
    I like MyWallSt. Think a lot on ehre subscribe to them. Fairly simple layout. List of about 40/50 stocks to pick from, and a stock of the month every month that's on fire at the moment. It's the best 80 euro you'll ever spend

    Also, gives a seven day free trial. Have signed up , thanks


  • #3746
    Gamma1
    Registered Users, Registered Users 2 Posts: 61 ✭✭Gamma1


    Put a small punt on Valneva - a French Covid vaccine - supplying UK market - +37% so far. Heard about it in French press. Allez les blues..


  • #3747
    SteelyDanJalapeno
    Registered Users, Registered Users 2 Posts: 14,472 ✭✭✭✭SteelyDanJalapeno


    cc87 wrote: »
    Should be another bump on OCGN today....

    https://finance.yahoo.com/amphtml/news/ocugen-inc-announces-23-million-024400500.html

    Explains the 8.60 pre market price


  • #3748
    Bacchus
    Registered Users, Registered Users 2 Posts: 5,057 ✭✭✭Bacchus


    SteelyDanJalapeno wrote: »
    Explains the 8.60 pre market price

    8.94 now (up 70%). I'm still new to this but I presume come market open, the bump is over. Is that the typical pattern, bump during pre-market and then it levels off (or dips) once the market opens as people cash in?


  • #3749
    Mad_maxx
    Registered Users, Registered Users 2 Posts: 13,496 ✭✭✭✭Mad_maxx


    retalivity wrote: »
    I ave worked for a number of Irish banks and wouldn't invest in any of them. However, BOI is the worst, it is so far behind the others in tech, which are already behind most other businesses as banks are archaic, and is a mess of red tape and middle management. Their recent €6 flat monthly fee didn't go down well either and has seen them shed thousands of customers.

    you cant even transfer money online with bank of ireland at the weekend

    i mean WTF ?


  • #3750
    cc87
    Registered Users, Registered Users 2 Posts: 1,368 ✭✭✭cc87


    Bacchus wrote: »
    8.94 now (up 70%). I'm still new to this but I presume come market open, the bump is over. Is that the typical pattern, bump during pre-market and then it levels off (or dips) once the market opens as people cash in?

    Probably be a sharp drop in price over the first 20/30 minutes after the market opens.
    I expect this to come back again though. A lot of FOMO driving this stock up.


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  • #3751
    [Deleted User]
    Posts: 7,946 ✭✭✭ [Deleted User]


    retalivity wrote: »
    I ave worked for a number of Irish banks and wouldn't invest in any of them. However, BOI is the worst, it is so far behind the others in tech, which are already behind most other businesses as banks are archaic, and is a mess of red tape and middle management. Their recent €6 flat monthly fee didn't go down well either and has seen them shed thousands of customers.

    An example of how archaic they are. You cannot pay wages out of your BOI business online account by bulk transfer (rather than paying staff individually) without the directors taking out a personnel guarantee for the limit of the payment. EVEN if you have the funds in the account, because this file transfer payment is set up as a credit facility. 2021 people.


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