Share Picks 2021 - Thread banned users post #1

Theman343 wrote: »

Ebang International holdings looks like a buy

Yes, just bought some

cronos wrote: »

Why? At it's all time high.

they launched a Bitcoin mining business

Timmaay wrote: »

Another NNDM share offering. By now they basically are like a SPAC, with a huge amount of cash from all these offerings, which they are straight up planning on buying a company with. Terrible fundamentals, hugely negative revenue growth and dont even ask about P/E etc, but still a massive institution buy in and big fanbase. Offering price is 12.80, very unlikely to dip back to this, mid 13s half an hour after the market open would be my guess, and at that it will be under its 20day ma, which has provided extremely good support the last few months. I'd be tempted to add more for a swingtrade but I've too many already.

Ok as I said terrible fundamentals, but this interview with the CEO gives me reasonably good confidence in the medium term. https://tdameritradenetwork.com/video/rB4A-HerGMiBd6yC7DABqQ?fbclid=IwAR2J6mUZblhLXTmXwkngQBgaKc2YBUGful6D8n_O6uHD3n3DTz9zLuaQBMg

Atlas_IRL wrote: »

DSS is another crypto play.

Some info here from last week.
https://finance.yahoo.com/news/document-security-systems-inc-coinstreet-115500585.html

I had expected it to jump but it could be waiting for signoff.. "pursue a digital securities exchange license in the US".

God, Michael Burry missed out on the Gamestop ĺotto big time. He sold all his shares just before the Wallstreetbets thing took off. He sold off all his shares in 2020.
He lost out on $574m.

https://dataroma.com/m/hist/hist.php?f=SAM&s=GME

https://www.youtube.com/watch?v=21PsGD-EDT4

PLTR is a long term hold for me, I won't be jumping in and out trying to time things, will bring my average down if it comes down enough but it won't bother me too much. Argo is blasting away and I'll leave that alone too (My non bitcoin/blockchain type play IOTA is up 115.69%)

OCGN BEP for me was 2.09 so claimed back my initial investment and took a small profit, will let the rest ride until results.

4YX & AEZS & few others dipping but up over 4% overall.

Is anyone buying Bumble (BMBL). Currently it's $76.7......... think huge potential but not sure guide price to buy.

RTPZ dropped a good bit if anyone's interested in that SPAC. Bought a bit at 13.5, bit higher than I generally like to buy spac's but I think it has good odd's long term.

Started my portfolio last week. This forum is a great resource and have taken some of my picks to date from here. Here's what I'm on so far:

CLVR Clever Leaf - tipped on here. Low cost base cannibas supplier, production in SA and Portugal with markets in Europe and recently approved for Medicinal in US. Up 40%
DPW Ault Holdings - tipped on here. Bitcoin, EV and other holdings company - up 25% today
FLNT - digital advertising company..was hoping it would follow it's competitors in the space but hasn't taken off yet. Down 5%
QS - Quantumscape. Solid state battery tech. Announced positive technical progress at earnings last night. Up 30% today
CSIQ - Canadian solar. Wanted a renewable stock. Was a toss up between Jinko and Canadian. Long term hold, down since I bought. Down 10%

Any thoughts on where I can diversify or de-risk? Will probably buy 4 or 5 more stocks and have around 10 stocks in total. Two i was thinking was Paypal and Kingspan. Maybe one or two European/Asian/ Pacific stocks

Also bought into The Graph Crypto and will add some bitcoin and one other Crypto

Kilough wrote: »

Started my portfolio last week. This forum is a great resource and have taken some of my picks to date from here. Here's what I'm on so far:

CLVR Clever Leaf - tipped on here. Low cost base cannibas supplier, production in SA and Portugal with markets in Europe and recently approved for Medicinal in US. Up 40%
DPW Ault Holdings - tipped on here. Bitcoin, EV and other holdings company - up 25% today
FLNT - digital advertising company..was hoping it would follow it's competitors in the space but hasn't taken off yet. Down 5%
QS - Quantumscape. Solid state battery tech. Announced positive technical progress at earnings last night. Up 30% today
CSIQ - Canadian solar. Wanted a renewable stock. Was a toss up between Jinko and Canadian. Long term hold, down since I bought. Down 10%

Any thoughts on where I can diversify or de-risk? Will probably buy 4 or 5 more stocks and have around 10 stocks in total. Two i was thinking was Paypal and Kingspan. Maybe one or two European/Asian/ Pacific stocks

Also bought into The Graph Crypto and will add some bitcoin and one other Crypto

Basically a high risk growth portfolio. The best form of diversification I could suggest is across time, ie don't invest all your money right now and the whole market takes a 10% pullback across the next week or so (well due something like that 2bh, but I can't predict what week it will happen), but anyways a 10% overall market pullback could easily see the higher return growth stocks all pulling back like 30%. Instead you should dollar average in across afew months at the likes of the 20day or 50day moving average pullbacks.

Thanks. Will keep an eye on Boohoo. Agree they seem to have solid expansion plans. Have BABA on the watch list too and Baidu.

What's the best general approach to continually invest say 10% free cash p/m? Buy a new stock every month or two or add to existing stock? Probably don't want to end up with more than 15 or so stocks as I'd like to keep an eye on each and wouldn't have time.

Kilough wrote: »

Thanks. Will keep an eye on Boohoo. Agree they seem to have solid expansion plans. Have BABA on the watch list too and Baidu.

What's the best general approach to continually invest say 10% free cash p/m? Buy a new stock every month or two or add to existing stock? Probably don't want to end up with more than 15 or so stocks as I'd like to keep an eye on each and wouldn't have time.

If you can resist the urge to put free cash into the market its always good to have some cash on the sidelines. Some opportunities/announcements can only be jumped on quick and you can sometimes miss the boat or majority of the spike waiting for money to lodge into your broker.

elbyrneo wrote: »

I know a lot of posters are on TWLO.

Earnings released yesterday post market-close were positive from revenue point of view at least.
Pre-market price is up 11.5% from yesterday's close of $411.65 to $459, as at time of typing.

Something to watch very carefully later today....

Very nice numbers, my favorite by and forget growth company

TWLO has never turned a profit. Its like the dotcom all over again. Huge growth, bigger promises. Too many of these companies around.
I'd prefer to play it safe.