Share Picks 2021 - Thread banned users post #1

HamillE · 18-02-2021 08:15PM

Atlas_IRL wrote: »

Palantir sliding beautifully into buy zone, Will be interesting at market open tomorrow when the lockup is gone to see if it drops a lot more. I'll probably buy back in the afternoon tomorrow.

I may be misunderstanding you, but didn't the lockup expire today? So those shares are already unlocked? I might buy a bit this evening and a bit more tomorrow

elbyrneo · 18-02-2021 08:17PM

CCIV up 12% to $63+
Doing its best to balance out the red of the day.

On a little play money whim I was monitoring Yahoo finance 'most added to watchlist' stocks and JAGX featured. Up 17% today and have no shame in saying I have not researched one iota.

DutchYurt · 18-02-2021 08:17PM

Does anyone know why clean energy has been taking more of a hammering for the last 3 days, I can't find anything specific. SM energy is now down 20% today on top of Plug/BE coming down 25-30% in the last 3 days.

Kilboor · 18-02-2021 08:30PM

DutchYurt wrote: »

Does anyone know why clean energy has been taking more of a hammering for the last 3 days, I can't find anything specific. SM energy is now down 20% today on top of Plug/BE coming down 25-30% in the last 3 days.

Winter weather is leading to poor solar output. Germany refiring some closed natural gas and coal power plants.

Could be something to do with it. Also rising oil prices

DutchYurt · 18-02-2021 08:38PM

Kilboor wrote: »

Winter weather is leading to poor solar output. Germany refiring some closed natural gas and coal power plants.

Could be something to do with it. Also rising oil prices

SM Energy is also oil - Ooofh I need to go outside I'm confusing myself haha

Stablelad123 · 18-02-2021 08:41PM

Bob Harris wrote: »

This is why
https://www.theverge.com/2021/2/18/22289154/nvidia-rtx-3060-ethereum-mining-drivers-limit-cryptocurrency

RIOT doesn't use GPU based miners and they mine Bitcoin so not sure why that news would be relevant. Maybe I'm missing something?

cronos · 18-02-2021 08:55PM

dashcamdanny wrote: »

Motley Fools premium stock buy ..
Buy Idexx Laboratories
David Gardner February 18, 2021 Recommendation , Buy Recommendations

CURRENT PRICE: IDXX $ 559.35 $ 19.00 (3.5%) Price as of February 18, 1:54 p.m. ET
IDEXX LABORATORIES IN 1 MINUTE
WHAT IT DOES
Idexx is the leading global manufacturer of diagnostic tests, equipment, and services for the veterinary, livestock, poultry, dairy, and water-testing markets.

Added some just now. Let's hope for some joy.

jake frost · 18-02-2021 08:57PM

qwertyuiopa wrote: »

Started investing in the last few weeks (€2k total), a mix of crypto and tips from lurking on here. I'm hoping to learn as much as I can this year, and will probably add a couple of hundred a month to my portfolio and see how I get on. I've been doing OK so far, especially on the crypto side.

Anyway I added Vistagen last week after reading this post and after doing a small bit of research on the company. Just opened Degiro and I saw that they're up over 35% today.

I dont post too often on boards, but just wanted to acknowledge this tip, and to express my gratitude. Gonna have to figure out how long to hold the stock now, but that's another days work!

Same boat as u there, took this up about a month ago.. Just learning from here and a few other sources. Overall managed to keep the head above water. Best performances were from ACRX, Bioline and Tellurian and BP.. Gevo was also going well.. Up to this week.. A few other small holdings dropped. But im holding tough.. Today would be a good day to have some spare cash to stock up..

Stormington · 18-02-2021 09:30PM

DutchYurt wrote: »

Does anyone know why clean energy has been taking more of a hammering for the last 3 days, I can't find anything specific. SM energy is now down 20% today on top of Plug/BE coming down 25-30% in the last 3 days.

Vixxy back up to 23 earlier today.
Anything above 20 is bad for risk assets.

There seems to be a loss of steam for clean energy (pardon the pun). Some of it is buy the rumour sell the news (Biden support) while the momentum loss will see funds move money to other markets with higher potential returns.

Shedite27 · 18-02-2021 09:37PM

Time to get the Fastly Rollercoaster tracker out again....

Shedite27 wrote: »

Updating my Fastly tracker, YTD is now...
$78 - $102 - $78 - $116 - $78 - $95 - $78 - $128 - $86 (currently, might even bounce to $78 again today?)

Last 8 Month (mid June to mid Feb)
$78 - $102 - $78 - $116 - $78 - $95 - $78 - $128 - $63 - $104 - $81 - $117 - $80

Underground · 18-02-2021 10:35PM

APPN tanking after hours, my week just keeps getting better

Nemeses2050 · 18-02-2021 11:18PM

Shedite27 wrote: »

Time to get the Fastly Rollercoaster tracker out again....

Last 8 Month (mid June to mid Feb)
$78 - $102 - $78 - $116 - $78 - $95 - $78 - $128 - $63 - $104 - $81 - $117 - $80

Yeah it has bounced of 70's so many times, it's amazing defo one to pick.

Supercell · 19-02-2021 08:45AM

Curious Geroge wrote: »

Anyone know why RIOT (-9.29%) and MARA (-8.9%) while Bitcoin is showing +1.14% https://www.coindesk.com/price/bitcoin

Options expiry today, manipulations at its finest, exacerbated by many had big profits on these and are retail Robinhood types so panicked at any drop.
May be more downside today and big up on Monday if BTC doesnt decide to dump over the weekend, crypto investing isnt for the faint hearted!

Atlas_IRL · 19-02-2021 09:42AM

HamillE wrote: »

I may be misunderstanding you, but didn't the lockup expire today? So those shares are already unlocked? I might buy a bit this evening and a bit more tomorrow

That was my bad, I had read before that it was 3 days after earnings. Hopefully not too much of a rise at market open.

masterK · 19-02-2021 09:48AM

Shedite27 wrote: »

Ark Invest show their purchases every day.

Shopify dropped about 7/8% on Wednesday after results - Ark bought $74m.

These drops are what keep the good funds in business. They know the prices will recover

And then followed that with $131m in Palantir yesterday.

Gamma1 · 19-02-2021 10:40AM

DutchYurt wrote: »

Does anyone know why clean energy has been taking more of a hammering for the last 3 days, I can't find anything specific. SM energy is now down 20% today on top of Plug/BE coming down 25-30% in the last 3 days.

H2 accident on forecourt Norway hit my NEL bit.
This may have hit Plug who are in same area.
Also, for EV down - maybe awaiting CCIV merger with lucid.

Treppen · 19-02-2021 10:51AM

My Yahoo finance keeps telling me that Britain is the bees knees and economy is going to go gangbusters in spite of Brexit because of their successful vaccination program.

Will we see a a rise in retail when they emerge earlier than others? Clothes purchasing and holiday bookings going to shoot up!
Talks of extending tax breaks for high Street retailers.

Boohoo still looking attractive.

cc87 · 19-02-2021 11:21AM

cc87 wrote: »

I started investing last year after deciding money in the bank was doing nothing for me. Currently +7.3% (although was over 9% until WSB happened).

Avoided the chaos of this week largely except to buy some of the stocks that dropped as a result.

Current Portfolio:

INAQ (metromile) - Will see how this goes around the merger date and sell some but likely keep majority long term. metromile have real growth potential with their system along with only being in 8 states currently.
BFT (Paysafe) - Similar to above.
UWMC - It's been too cheap not to buy more since the merger, earnings next week should increase this. All going to plan should be nice dividend stock also.
OCGN - Covaxin punt. Small holding if it pays off will return massively, if not it's a small loss.
GEVO - Bought and sold some off with close to initial investment returned. Will keep the rest to see where it goes
AMD - Bought a small amount the dip today, will keep long term. Possibly add more on dips
PSTH - Only SPAC I own without a confirmed target. Complete silence from Ackman on this but will keep until target announced at least.
PLTR - Have sold off a third of my stocks here at peak. Will hold long term and trim when it grows.
DDDD.L - Currently down on initial investment. But very undervalued UK based pharma company. Should see growth once LOAC/DDDD NASDAQ listing takes place (Supposed to be Q1). Company themselves in late stages of a number of high value products.
IAG.L - Bought near their lowest and will hold to see where it goes.

Plus a few other minor holdings that were mainly punts: STOB.L, BT.A-L, AML.L, HAT.L
All currently green but will probably sell them all once they plateau.

UPDATE:

Still in: GEVO, OCGN, MILE, DDDD.L, IAG.L, BFT, UWMC, AMD, PSTH, STOB.L, BT.A-L, AML.L, HAT.L

UWMC......

Averaged down on UWMC.

Sold some OCGN & GEVO

Sold all PLTR, will rebuy.

Added: LOTZ, NRZ, CLOV.
LOTZ looks oversold, has a lot of growth potential and at a low price currently. In @9.4
NRZ is a mortgage based REIT with a high dividend and a potential spinoff IPO in the works.
CLOV is a small position after it tanked due to the SEC investigation news.

EDIT: Also put in for pre-IPO shares in Cellular Goods.UK based synthetic cannabinoid company

Currently up 25% YTD (down from 32% at the start of the week)
Besides looking for a nice entry into PLTR, that's my investment money for the foreseeable spent. House hunting now

DutchYurt · 19-02-2021 11:50AM

mmmmm I love the smell of 10% movements in the morning

19-02-2021 11:52AM

DutchYurt wrote: »

mmmmm I love the smell of 10% upward movements in the morning

Unless you're the spawn of Satan, scum of the earth I've fixed your post

dan786 · 19-02-2021 11:54AM

Bought more Novavax, Inc at the 249 dip on Wednesday. Closed at 265$ yesterday and now 290+ premarket.

It got upto 330$ last week before a large dip.

sirboby · 19-02-2021 12:21PM

Hopefully getting back into $CLOV today, its getting battered a little too much for the news that came out imo,

DDDD holding above 140 for the morning is good news, back to 170 next perhaps?

Shedite27 · 19-02-2021 12:45PM

masterK wrote: »

And then followed that with $131m in Palantir yesterday.

And sold Twilio. Basically between their top conviction stocks, they sell any 5% jump, and buy any 5% drop. Great model

jinish · 19-02-2021 01:49PM

I am taking a breather. Had some gain in CCIV, GIK, ocgn, BNTX, AMD, PSTH, TNXP. Now out from all positions.

I Will start rebuying from next week.

Any interesting picks that I should do some studies on?

Aside from SPACs, I keep 50% for growth stocks.

Thank you all in advance!

DutchYurt · 19-02-2021 02:04PM

Deleted User wrote: »

Unless you're the spawn of Satan, scum of the earth I've fixed your post

Hahaha gotta turn those negatives into positives, I like the edit however

Underground · 19-02-2021 02:23PM

Gonna pick up some PLTR today and then might keep the powder dry for a couple of weeks / months.

Cute Hoor · 19-02-2021 03:08PM

TAOP up around 50% pre-market
https://www.globenewswire.com/news-release/2021/02/19/2178878/0/en/TAOP-Enters-into-Consulting-Agreement-with-Great-Bay-Capital-Investment-for-Blockchain-Deployment.html

JDWW · 19-02-2021 03:19PM

jams100 wrote: »

Good article on seeking alpha the other day.

https://seekingalpha.com/amp/article/4406479-4d-pharma-impressive-immuno-oncology-data?__twitter_impression=true

They now have collaborations with merk and pfizer, Good safety data, nasdaq listing imminent, results from phase II covid also due in Q1, even though this isn't where they will make any money imo, might give a little bump in share price if results are positive.
I'd happily buy more 4d but it's already 10% of my portfolio when you add in the spac part (loac) so for risk management purposes I don't plan on adding anymore even though I have serious conviction in 4d being up significantly by year end.

Whoever recommended this one initially, Good spot and fair play!

Performing well again today.

"The company estimates that they only have sufficient cash to last through Q3 2021, so dilution is imminent."

This part of the article gets me abit worried though, might be better to take the gains?

mickey15ie · 19-02-2021 03:46PM

DDDD doing very well today

cc87 · 19-02-2021 03:50PM

JDWW wrote: »

Performing well again today.

"The company estimates that they only have sufficient cash to last through Q3 2021, so dilution is imminent."

This part of the article gets me abit worried though, might be better to take the gains?

It's worth waiting until after the NASDAQ listing at least.
Should be announced very soon. They filed for the depositary shares yesterday.

Share Picks 2021 - Thread banned users post #1

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