Share Picks 2021 - Thread banned users post #1

Thargor · 25-02-2021 10:57pm

A lot of talk about being in cash now on Twitter from the likes of Duckman and the rest, is a meltdown coming do you think? Im tempted to dump all my crypto for now anyway, mostly ETH.

jams100 · 25-02-2021 11:06pm

Underground wrote: »

I think ABNB is good value at $182. Probably some regulatory headwinds in the short / medium term but I'd be fairly bullish on it long term.

Why is it "good value"? I think fundamentally, (yes I know, fundamentals, haha) its very much overvalued and already has factored in all and any potential good news, also worth remembering its a company that has yet to make a profit, I've no doubt it will but its still 110+ billion after todays pullback.
For me to enter it would need to drop another 25% (And yes, I know that's not going to happen).

Easy to get frustrated on days like today but you just need to keep some perspective, if you've done your research and have some conviction then its just a buying opportunity.

Amazon is very attractive now imo @$3k (I would buy more but I'm already overweight Amzn)

Amazon Revenue:
2016 - $136 billion
2017 - $178 billion -> Revenue up 30%
2018 - $232 billion -> Revenue up 30%
2019 - $281 billion -> Revenue up 21%
2020 - $386 billion -> Revenue up 37%
2021 - ? (Street Estimate $469 billion)
2022 - ? (Street Estimate $552 billion)
2023 - ? (Street Estimate $636 billion)

Nvidia posts good earnings down 8%
Salesforce posts good earnings down 8%

As per usual, an over reaction to rates rising, just like its an over reaction when they drop too.

bish76 · 25-02-2021 11:11pm

Treppen wrote: »

JFrog is closing today at a 52 week low after a long slide today though! Still more to fall?

JFrog is on my buying list for tomorrow.

Jeff2 · 25-02-2021 11:31pm

Thargor wrote: »

A lot of talk about being in cash now on Twitter from the likes of Duckman and the rest, is a meltdown coming do you think? Im tempted to dump all my crypto for now anyway, mostly ETH.

Cash is king.

https://en.m.wikipedia.org/wiki/Cash_is_king

Shedite27 · 25-02-2021 11:34pm

pioneerpro wrote: »

That's an incredibly insightful play and one I wasn't expecting to see here. I actually can't believe the price drop over the last few months - JFrogs Artifactory in particular is one of the core components for enterprise level businesses building out cloud-native microservice stuff (i.e. everyone worth talking about). Anything remotely Kubernetes aligned is going to absolutely moon in the medium term, and it fits neatly into the vertical tiers of both MSFT and AMZN, not to mention a huge amount of Telco and Financial bluechips. Fill your boots at current pricelines for sure!

I'm not even gonna pretend I understand what you're talking about but it sounds impressive

Shedite27 · 25-02-2021 11:37pm

Treppen wrote: »

JFrog is closing today at a 52 week low after a long slide today though! Still more to fall?

They've only been public about 6 months.

They have a lockup period ending on 24th March, so there'll be a lot more shares available to sell/buy on that date. In theory that means a drop on that date, but depending where it goes in the meantime, we may already be at the low.

pioneerpro · 25-02-2021 11:47pm

Shedite27 wrote: »

I'm not even gonna pretend I understand what you're talking about but it sounds impressive

You've probably heard of RedHat in terms of server stuff before? JFrog are like RedHat for cloud stuff.

Kubernetes is software for things called Containers. Containers are super-important for companies porting over to run 'in the cloud' versus running 'on bare metal'. It means structuring the software in terms of 'microservices' - each running in its own little container.

For companies porting over from their legacy technology stack, they want to be able to test and run it locally first to see if their container setup works. And then deploy an exact copy of that working mix of containers out in production as many times as they need on-demand. JFrog Artifactory helps make that miles easier - both testing locally and deploying in production.

Anything that makes it easier to port onto AWS or Azure quicker and safer is going to have money thrown at it. Plenty of boardsies probably use it in work already, I certainly do.

I mentioned Finance? These are the kinda people who already use it in-house

https://jfrog.com/financial-services/

pioneerpro · 25-02-2021 11:52pm

Treppen wrote: »

JFrog is closing today at a 52 week low after a long slide today though! Still more to fall?

There's been a rotation out of tech into long-tail recovery stuff for the last while. You'll notice all the big cap tech were down since around the start of February in particular. I'd seriously hesitate to make any pricing call on JFrog or anything else till after the weekend; I'm sitting on about 60% cash atm and trying to call the bottom since Monday. With GME lurking in the background like a home invader, I'm honestly not sure that I'll be punting on much till Monday bar my precious NAV SPACs which can't go any lower than 10$.

cronos · 25-02-2021 11:55pm

pioneerpro wrote: »

There's been a rotation out of tech into long-tail recovery stuff for the last while. You'll notice all the big cap tech were down since around the start of February in particular. I'd seriously hesitate to make any pricing call on JFrog or anything else till after the weekend; I'm sitting on about 60% cash atm and trying to call the bottom since Monday. With GME lurking in the background like a home invader, I'm honestly not sure that I'll be punting on much till Monday bar my precious NAV SPACs which can't go any lower than 10$.

Which NAV SPAC's you got? Might be a good time to consider some. Although technically SPAC's can go below 10 dollars, in reality they shouldn't.

cronos · 26-02-2021 12:05am

pioneerpro wrote: »

You've probably heard of RedHat in terms of server stuff before? JFrog are like RedHat for cloud stuff.

Kubernetes is software for things called Containers. Containers are super-important for companies porting over to run 'in the cloud' versus running 'on bare metal'. It means structuring the software in terms of 'microservices' - each running in its own little container.

For companies porting over from their legacy technology stack, they want to be able to test and run it locally first to see if their container setup works. And then deploy an exact copy of that working mix of containers out in production as many times as they need on-demand. JFrog Artifactory helps make that miles easier - both testing locally and deploying in production.

Anything that makes it easier to port onto AWS or Azure quicker and safer is going to have money thrown at it. Plenty of boardsies probably use it in work already, I certainly do.

I mentioned Finance? These are the kinda people who already use it in-house

https://jfrog.com/financial-services/

I had 5k in JFrog for about 3 months, for that time it rotated between 60 and 70 very consistently, would have been great for a swing trader. They had good numbers and it still couldn't break 70 so I sold at my break even of 68.

I find it hard to believe they won't see 60 again at some point so I'll be surprised if you don't profit. However I really struggle to see it beating 70 for a long time. But that would be a good profit having bought at 55.

pioneerpro · 26-02-2021 12:19am

cronos wrote: »

Which NAV SPAC's you got? Might be a good time to consider some. Although technically SPAC's can go below 10 dollars, in reality they shouldn't.

SCVX is at 10.70, waiting for 10.50 tomorrow. Announcement fairly imminent
MAAC is at 10.20, missed a fill at 10.10 but will get it tomorrow. 2nd SPAC already filed.
BWAC is at 10.30 but ESG as a sector has taken a battering in the press recently so will wait for it to drop a small bit further. Also reasonably sure of a DA soon

If you can get Units i'd go CPUH and SRNG in that order at anything under 10.70.

EDIT: If you're swing trading and HEC dips below like 10.15 again, jump and resell above 10.50. It went to 10.05 today and straight back up.

DulchieLaois · 26-02-2021 12:39am

Anyone ever look into cielo waste solutions, up 30% today in this sea of red.

Atlas_IRL · 26-02-2021 8:16am

https://youtu.be/vjIBxM72jHY

SmokyMo · 26-02-2021 9:48am

Thargor wrote: »

A lot of talk about being in cash now on Twitter from the likes of Duckman and the rest, is a meltdown coming do you think? Im tempted to dump all my crypto for now anyway, mostly ETH.

I went cash mostly since last week, except for couple reddit stocks. Posted here on Thursday that I shorted BTC and couple stocks.. got laughed at.

SmokyMo · 26-02-2021 9:57am

pioneerpro wrote: »

You've probably heard of RedHat in terms of server stuff before? JFrog are like RedHat for cloud stuff.

Kubernetes is software for things called Containers. Containers are super-important for companies porting over to run 'in the cloud' versus running 'on bare metal'. It means structuring the software in terms of 'microservices' - each running in its own little container.

For companies porting over from their legacy technology stack, they want to be able to test and run it locally first to see if their container setup works. And then deploy an exact copy of that working mix of containers out in production as many times as they need on-demand. JFrog Artifactory helps make that miles easier - both testing locally and deploying in production.

Anything that makes it easier to port onto AWS or Azure quicker and safer is going to have money thrown at it. Plenty of boardsies probably use it in work already, I certainly do.

I mentioned Finance? These are the kinda people who already use it in-house

https://jfrog.com/financial-services/

I am also not clued in on this topic, but intrigued.
What about other container solutions like Docker, which is widely used? Does it face adoption challenges in large enterprises?

26-02-2021 10:57am

pioneerpro wrote: »

You've probably heard of RedHat in terms of server stuff before? JFrog are like RedHat for cloud stuff.

Kubernetes is software for things called Containers. Containers are super-important for companies porting over to run 'in the cloud' versus running 'on bare metal'. It means structuring the software in terms of 'microservices' - each running in its own little container.

For companies porting over from their legacy technology stack, they want to be able to test and run it locally first to see if their container setup works. And then deploy an exact copy of that working mix of containers out in production as many times as they need on-demand. JFrog Artifactory helps make that miles easier - both testing locally and deploying in production.

Anything that makes it easier to port onto AWS or Azure quicker and safer is going to have money thrown at it. Plenty of boardsies probably use it in work already, I certainly do.

I mentioned Finance? These are the kinda people who already use it in-house

https://jfrog.com/financial-services/

I admire your posts. You give the right amount of information so that people who are familiar with the topic know exactly what you mean, yet also give enough info to enable those unfamiliar to look it up and figure it out. Cheers!

Black_Knight · 26-02-2021 11:00am

malistheman wrote: »

Looking forward to Etsy earnings beating expectations and the stock going down further AH!

Quite the opposite.
https://finance.yahoo.com/m/05a304b6-87ed-3ac7-b5cd-3f247e857fdc/etsy-revenue-more-than.html

Surprised it's not up more in the pre market

cc87 · 26-02-2021 11:37am

cc87 wrote: »

Will be listed tomorrow under CBX
IPO was way over-subscribed and closed early, hoped for £8mil and now have £13mil.

On the plus side they tried to favour retail as much as possible so my meagre offering was accepted.

On the bad side, it has to go to the bank where my ISA is that has £12 a trade fees.

Makes up for a very red week.......currently up 380% on my initial investment.

the butcher · 26-02-2021 11:42am

Throwing some cash into degiro this morning and going to wait and see how the day (and probably next week) goes.

dragon74 · 26-02-2021 11:58am

Newbie and lurking here for a while. Really find this thread very helpful so thank you for taking the time to share.

If you had a few quid to spare would you go recovery stocks or keep track of the big players in nasdaq and would you dive in this week or wait?

pioneerpro · 26-02-2021 12:18pm

SmokyMo wrote: »

I am also not clued in on this topic, but intrigued.
What about other container solutions like Docker, which is widely used? Does it face adoption challenges in large enterprises?

Docker is a platform and tool for building and running containers. It's got its own container orchestration but its a bit ****. They're a bit iffy re: business plan and pivoting traditionally.

Kubernetes is a container orchestration (management and configuration) system for multiple containers; usually Docker containers.

JFrog Artifactory is used for Code Collaboration & Version Control of Containers themselves, and the software that resides inside them. If you know what DevOps is, this is the overall 'missing link' solution that provides the pipeline from development to production, and everything in between. It also does a lot more than just Containers - but best to focus on that bit for simplicity.

Sidenote: if you like Docker there's a gamble on getting in on the ground floor there. Steve Singh is running the ETAC SPAC which is getting closer to its deadline. He's the old Docker CEO, and the guy who sold Concur (the travel expenses yoke that everyone hates) to SAP when he was CEO of Concur. He's currently the managing director at Madrona Venture Group. Lot of speculation about them picking up Docker for cheap; even if they don't they'll probably land on something reasonably interesting. ETAC trading at ~$10.20 this morning.

Shedite27 · 26-02-2021 12:25pm

dragon74 wrote: »

Newbie and lurking here for a while. Really find this thread very helpful so thank you for taking the time to share.

If you had a few quid to spare would you go recovery stocks or keep track of the big players in nasdaq and would you dive in this week or wait?

So first off, I bought a few things that fell this week (Teledoc, Redfin), but for a new person starting off, I'd thread carefully this week. I have no idea if this is the end of the correction, or if this will develop into a 3/4 week decline. Potentially having your first few weeks red can be demoralising.

By all means buy a few shares this week, but don't go too gung-ho. It's better to be buying when it's already recovered 10% than thinking you're at the bottom and going another 20% down.

pioneerpro · 26-02-2021 12:38pm

Shedite27 wrote: »

I have no idea if this is the end of the correction, or if this will develop into a 3/4 week decline. Potentially having your first few weeks red can be demoralising.

This x1000. For someone with skin already in the game who's been sitting on cash for such a dip, this is the best time to buy stock - when there's blood in the streets. The tricky bit is gauging the bottom, but the name of the game is to basically average down so it's irrelevant for longer-term holdings.

For someone dipping their toe in, you're just as likely to catch falling knife here and see a further significant % dip in your holdings straight after purchase. This can induce a panic reaction and a 'cut your losses' mentality in the short term - i.e buying high and selling low and walking away from investing completely.

Treppen · 26-02-2021 12:38pm

cc87 wrote: »

Interesting upcoming IPO Cellular Goods.

Synthetic cannabinoid products. Has David Beckham as an early investor as is the guy behind Argo.
With the current buzz around cannabis products could be interesting. Kanabo, the only other cannabis share on the LSE is up from 15p to 40p since IPO on Tuesday

For those UK based, shares can be purchased now through PrimaryBid. 5p a share, min purchase £100, closes tomorrow though.

There ya go, 28p already !
Good tip.

SmokyMo · 26-02-2021 12:45pm

pioneerpro wrote: »

Docker is a platform and tool for building and running containers. It's got its own container orchestration but its a bit ****. They're a bit iffy re: business plan and pivoting traditionally.

Kubernetes is a container orchestration (management and configuration) system for multiple containers; usually Docker containers.

JFrog Artifactory is used for Code Collaboration & Version Control of Containers themselves, and the software that resides inside them. If you know what DevOps is, this is the overall 'missing link' solution that provides the pipeline from development to production, and everything in between. It also does a lot more than just Containers - but best to focus on that bit for simplicity.

Sidenote: if you like Docker there's a gamble on getting in on the ground floor there. Steve Singh is running the ETAC SPAC which is getting closer to its deadline. He's the old Docker CEO, and the guy who sold Concur (the travel expenses yoke that everyone hates) to SAP when he was CEO of Concur. He's currently the managing director at Madrona Venture Group. Lot of speculation about them picking up Docker for cheap; even if they don't they'll probably land on something reasonably interesting. ETAC trading at ~$10.20 this morning.

Haha I like Concur! but that was after we migrated from internal tool which was rubbish. But overall it wasnt worth the price SAP paid for it.
Cheers for the post!

adam240610 · 26-02-2021 12:45pm

pioneerpro wrote: »

This x1000. For someone with skin already in the game who's been sitting on cash for such a dip, this is the best time to buy stock - when there's blood in the streets. The tricky bit is gauging the bottom, but the name of the game is to basically average down so it's irrelevant for longer-term holdings.

For someone dipping their toe in, you're just as likely to catch falling knife here and see a further significant % dip in your holdings straight after purchase. This can induce a panic reaction and a 'cut your losses' mentality in the short term - i.e buying high and selling low and walking away from investing completely.

Yeah I'm just slowly averaging down a few positions in my.longterm portfolio, the question is deciding which ones to average down on

pioneerpro · 26-02-2021 12:49pm

Treppen wrote: »

There ya go, 28p already !
Good tip.

If you're looking at the cannabis pennies on LON, then Kanabo Group are worth checking out. They're currently dropping mad in the current market after their very successful IPO - but they just had a great bit of news re distribution agreement with Astral Health Limited so its simply bad timing I reckon. If they get their VapePod medicinal cannabis product licensed under Project Twenty21 they'll do well.

Nemeses2050 · 26-02-2021 1:02pm

looks like another red day looms...last few weeks when I was getting into cash...I said to myself will not spend more than 20% in each red day....but feck it between Tues-Thur spent literally all of it....we easily get caught in the emotion....Fair play to guys who stick to their rules...

@dragon - welcome on board...as others said don't go gung-ho - easy to say for me, when even I couldn't follow

..... however depending on cash...break into 4 parts (pick two names from each category Big cap, recovery stocks, growth stocks and SPACs)...In this way you'll have a nice mix...but that's just my opinion

retalivity · 26-02-2021 1:25pm

Yeah i had some cash sitting aside in degiro and blew the load midweek, catching plenty of falling knives.
Not 'chasing the vig' today, will sit it out until next week unless something happens with something I'm already looking to offload.

Payday monday so will load up again then.

cc87 · 26-02-2021 1:30pm

Treppen wrote: »

There ya go, 28p already !
Good tip.

They also offered a free product of choice to anyone that bought on PrimaryBid

Once they actually have any products that is.

Share Picks 2021 - Thread banned users post #1

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