Share Picks 2021 - Thread banned users post #1

dontparkhere · 02-03-2021 10:36AM

dontparkhere wrote: »

Renewable energy group has pulled back 20% over the past week, earnings slightly lower than expected and an issue with incorrectly claiming btc credits for blending fuel which will cost 38 million. Credits were the customers to claim rather than regi's. Back to my entry point and would buy up more but already have 25% in them.

Rkt- direct to consumer mortgage origination and refinance company. Announced better earnings than expected and a ~5% dividend. Adjusted ebitda of 11bn and market cap of 43bn. 40% short interest and from what I gather shorts will be stung by dividends. Real dog of a stock that looks like it's about to take off periodically but never does, just fluctuates between 19 and 22. Adjusted ebitda of 11bn and market cap of 43bn. I had sold the open and bought the close successfully a couple of times. Sold it after opening with the intent to buy back just before close but forgot so will probably rocket off on Monday.

Greensky found by accident whilst searching financials on gsk, allows small businesses to offer loans to customers. Thinking of moving half out of rkt into gsky pending some more research.

Rkt up to 26 now, geting a good bit of attention on r/wallstreetbets too...
Getting fomo after holding it while it was stagnant the past 7 months

TheBetsy · 02-03-2021 11:16AM

Anyone following $LMND earnings last night? Bit underwhelming at first glance only forcasting a slight revenue increase for FY20 - however apparently this has been affected by a change in accounting policy in Q4. Hopefully the conference call this morning has more positives. Down 7% PM.

Another was $CLOV - unspectacular but in line with expectations, market not really liking it now down 5% PM

cc87 · 02-03-2021 03:51PM

ACND, a SPAC that just announced DA with Beacon Street is at 10.06

Digital financial research company with multiple arms (including InvestorPlace)
Looks a company with good financials and growth prospects.
Just not a company with any particular "wow" factor keeping it low I think.

Wingman2010 · 02-03-2021 03:54PM

Anyone get in on Fubotv? Its a sport subscription service in the US. It’s doing well today. It went down to low 30 last week when everything was down; but it has recovered a lot since thankfully! There is talk of it adding an element to its service so you can bet while watching live sports which could be massive for them long term.

pioneerpro · 02-03-2021 04:07PM

broccoli123 wrote: »

Got calls for Ericsson(ERICB)112SEK expiring 16 April. - This will only go up. CEO of biggest competitor from Nokia even admitted they are lagging behind Ericsson now. With Huawei ban in USA and EU, ERICB is going to keep going up long-term.

That's a... strong statement. Might be worth looking at why the previous CFO left, and why they're currently calling for Huawei to be retained in Sweden. You're right about the Huawei ban in the US, but remember that North American Operators are multi-vendor and targeting significantly different parts of the Spectrum with different telco providers. This matters.

The Softbank IPO and the Vodafone Greece scandal are also worth reading up on for some historic context of what might affect stock price going forward.

That said, 5G Telecoms plays are a good sector to be in for sure.

pioneerpro · 02-03-2021 04:09PM

cc87 wrote: »

ACND, a SPAC that just announced DA with Beacon Street is at 10.06

Digital financial research company with multiple arms (including InvestorPlace)
Looks a company with good financials and growth prospects.
Just not a company with any particular "wow" factor keeping it low I think.

The sentiment is that they specialise in Boomer Investor newsletters in a depressed SPAC market. Reception is pretty poor.

circadian · 02-03-2021 04:11PM

Anyone with Rocket shares? Their short interest has gone up to 40%+, watch out for a potential squeeze. It's certainly gaining.

pioneerpro · 02-03-2021 04:12PM

Shedite27 wrote: »

Have a look through their website, they do far more than that now. You can move your whole office to Zoom and cut the Eir/Three bill. They'll be in internet soon. Think Eir/AT&T but available in every country on earth. It could be the worlds biggest telephony utility eventually
https://zoom.us/pricing/zoom-phone

Whole offices have already moved to Microsoft Teams with far far superior functionality in almost every respect, not to mention the in-built support for O365 and particularly Outlook calendar functionality. I'm not a MSFT fan but Teams is what Skype for Business should have been, and the Sharepoint integration and call quality/multi-device support is absolutely fantastic. Using it like 10 hours a day for over a year at this point and simply couldn't fault it. Zoom in comparison is an also-ran at best.

Nemeses2050 · 02-03-2021 04:25PM

A lot of stocks I have been watching are slowly getting in the buy range. but no cash

Picked up C36 on recommendation here @.71

On a different note : I'm sure most of you guys are aware, you can set price-alerts in Yahoo finance app, it's very handy....Degiro doesn't have that

circadian · 02-03-2021 04:26PM

pioneerpro wrote: »

Whole offices have already moved to Microsoft Teams with far far superior functionality in almost every respect, not to mention the in-built support for O365 and particularly Outlook calendar functionality. I'm not a MSFT fan but Teams is what Skype for Business should have been, and the Sharepoint integration and call quality/multi-device support is absolutely fantastic. Using it like 10 hours a day for over a year at this point and simply couldn't fault it. Zoom in comparison is an also-ran at best.

I use the MS suite at work but we also used the likes of Slack beforehand. In small, especially tech startups the likes of zoom and slack are king. These companies, and to a large degree, staff, have no interest in getting locked into the MS ecosystem.

Most of them will use a combination of Slack, possibly zoom too for calls although slack had that functionality, Google docs and a local Git install (I know it's owned by MS) and whatever other tools they need to operate.

Atlas_IRL · 02-03-2021 04:32PM

Wingman2010 wrote: »

Anyone get in on Fubotv? Its a sport subscription service in the US. It’s doing well today. It went down to low 30 last week when everything was down; but it has recovered a lot since thankfully! There is talk of it adding an element to its service so you can bet while watching live sports which could be massive for them long term.

No but it's very interesting, I heard some tv remotes now have fubo button on them, tie-ing in the gambling element would be the key for them.
$30 was a great price.

pioneerpro · 02-03-2021 04:39PM

circadian wrote: »

I use the MS suite at work but we also used the likes of Slack beforehand. In small, especially tech startups the likes of zoom and slack are king. These companies, and to a large degree, staff, have no interest in getting locked into the MS ecosystem.

Most of them will use a combination of Slack, possibly zoom too for calls although slack had that functionality, Google docs and a local Git install (I know it's owned by MS) and whatever other tools they need to operate.

Hey, I'm totally with you on the 'big bad microsoft' thing up to the last 24 months. And Slack is a fine product, nothing wrong with it. But you get into SSO and compliance concerns for companies above 5,000 employees and it presents some brickwall problems from a management and deployment point of view. That's nonwithstanding the issues with maintaining and patching software from 5-6 different vendors... and the OpEx costs quickly overcomes the saving in CapEx, which is written off anyway.

If I was bootstrapping? Absolutely I'd patch together a system like you described. But Powerpoint and Excel pivot tables/db hooks are going nowhere, and Sharepoint in particular is a superb community product that 'just works' in a way that a lot of its competitors don't. Integrated with Teams it's honestly a no brainer.

I use Slack and Discord a lot day to day. I also use **** like Trello. But there's a reason the Atlassian stack and the MS stack are so common - and it has a lot to do with SLA and support contracts ensuring a significant uptime and responsiveness in adverse conditions, as well as developer and 3rd party support. Look at something like Avepoint for example - there's a reason they've built such a massive business around facilitating the 'last mile' bits of O365 support.

Cute Hoor · 02-03-2021 04:40PM

UMC taking a bit of a hammering today, down over 5%, is this down to the water shortage

crushproof · 02-03-2021 04:42PM

TheBetsy wrote: »

Anyone following $LMND earnings last night? Bit underwhelming at first glance only forcasting a slight revenue increase for FY20 - however apparently this has been affected by a change in accounting policy in Q4. Hopefully the conference call this morning has more positives. Down 7% PM.

Another was $CLOV - unspectacular but in line with expectations, market not really liking it now down 5% PM

I've been in LMND since it was around 45. My star performer last year but kicking myself for not getting out when it was higher. I believe it reached 185. Terrible drop today but hopefully it will rebound. Still a great business in my opinion.

Shedite27 · 02-03-2021 04:45PM

pioneerpro wrote: »

Whole offices have already moved to Microsoft Teams with far far superior functionality in almost every respect, not to mention the in-built support for O365 and particularly Outlook calendar functionality. I'm not a MSFT fan but Teams is what Skype for Business should have been, and the Sharepoint integration and call quality/multi-device support is absolutely fantastic. Using it like 10 hours a day for over a year at this point and simply couldn't fault it. Zoom in comparison is an also-ran at best.

Teams is only for internal calls. Zoom will let you setup a phone system that does the Teams bit AND gives you 01 numbers for customers

bcklschaps · 02-03-2021 04:49PM

cc87 wrote: »

ACND, a SPAC that just announced DA with Beacon Street is at 10.06

Digital financial research company with multiple arms (including InvestorPlace)
Looks a company with good financials and growth prospects.
Just not a company with any particular "wow" factor keeping it low I think.

Below $10 now. Soo, if merger doesn't go through, you can redeem the $10 from the SPAC.

pioneerpro · 02-03-2021 04:57PM

Shedite27 wrote: »

Teams is only for internal calls. Zoom will let you setup a phone system that does the Teams bit AND gives you 01 numbers for customers

I'm sorry to say this but you're actively misleading people at this point. VOIP and PBX integration is a core component of Teams for years.

https://www.zdnet.com/article/microsoft-teams-gets-calling-to-external-phone-systems-functionality/

https://docs.microsoft.com/en-us/MicrosoftTeams/calling-plans-for-office-365

Timmaay · 02-03-2021 05:14PM

Timmaay wrote: »

Boards.ie pump and dump lol?

Dammit maybe I was right ha.

Cute Hoor · 02-03-2021 05:19PM

Timmaay wrote: »

Dammit maybe I was right ha.

Looks like it, wouldn't have expected a few Boards buyers to have such a dramatic impact, had a little nibble at €0.575

Supercell · 02-03-2021 05:22PM

PERI more than doubled since i bought it around a month ago, pity I sold half of it and lost a lot of the other half on bloody MARA, oh well, live and learn.

VonLuck · 02-03-2021 05:23PM

Anyone looking at STPK as a possible renewable energy / tech stock?

TheBetsy · 02-03-2021 05:24PM

crushproof wrote: »

I've been in LMND since it was around 45. My star performer last year but kicking myself for not getting out when it was higher. I believe it reached 185. Terrible drop today but hopefully it will rebound. Still a great business in my opinion.

Yeah in hindsight I definitely should've taken some off the table at the 180s. Will probably hold on to them

cc87 · 02-03-2021 05:31PM

UWMC up 11.6%.........CLOV down 11.6%

Timmaay · 02-03-2021 06:12PM

Supercell wrote: »

PERI more than doubled since i bought it around a month ago, pity I sold half of it and lost a lot of the other half on bloody MARA, oh well, live and learn.

All them digital advertising stock's saving my portfolio at the min, Apps peri mgni knbt etc.

Shedite27 · 02-03-2021 06:16PM

pioneerpro wrote: »

I'm sorry to say this but you're actively misleading people at this point. VOIP and PBX integration is a core component of Teams for years.

https://www.zdnet.com/article/microsoft-teams-gets-calling-to-external-phone-systems-functionality/

https://docs.microsoft.com/en-us/MicrosoftTeams/calling-plans-for-office-365

"actively misleading"? I wasn't aware Microsoft do that, that's not "actively misleading" ya clown. Good for you pointing it out.

Are there any customers in Ireland that use Microsoft for incoming/outgoing calls? I've been in a meeting recently where Zoom are trying to get us to ditch our telephony provider, nobody mentioned Microsoft as an option (and we use the whole Microsoft suite including Teams).

I was replying to jams100 comment "can someone enlighten me, what am I missing with this one? It's a video conferencing platform". I think it's more than that.

billybonkers · 02-03-2021 06:22PM

Shedite27 wrote: »

Teams is only for internal calls. Zoom will let you setup a phone system that does the Teams bit AND gives you 01 numbers for customers

Nope. Use it daily for external activity

ITs all on the MS Teams page

https://docs.microsoft.com/en-us/microsoftteams/teams-overview

pioneerpro · 02-03-2021 06:25PM

Shedite27 wrote:

"actively misleading"? I wasn't aware Microsoft do that, that's not "actively misleading" ya clown. Good for you pointing it out.

Shedite27 wrote: »

Teams is only for internal calls. Zoom will let you setup a phone system that does the Teams bit AND gives you 01 numbers for customers

^ That's actively misleading. A 10 second google would have told you as much, but you were more interested in trying to make an argument out of it.

And yeah, I could name a dozen Bluechip MNCs based in Ireland who have the fully integrated system for incoming/outgoing calls since the Skype For Business days, but why the **** would I bother when this is the sort of response I can expect.

bish76 · 02-03-2021 06:26PM

Looking at Covid-19 vaccines.
NVAX is down 16% and MRNA is down 6%. Should I add these to portfolio?

jams100 · 02-03-2021 06:29PM

I use the MS suite at work but we also used the likes of Slack beforehand. In small, especially tech startups the likes of zoom and slack are king. These companies, and to a large degree, staff, have no interest in getting locked into the MS ecosystem.

Most of them will use a combination of Slack, possibly zoom too for calls although slack had that functionality, Google docs and a local Git install (I know it's owned by MS) and whatever other tools they need to operate.

This is exactly my point. If Microsoft say tomorrow they want to increase their operating margins by 5% they can, people are locked in and will pay it and importantly they have the big enterprise customers, that's where the big money is. (Ultimately these small enterprises get to a point where they'll probably need the Microsoft suite of products anyway, so that wouldn't worry me too much)

Teams is only for internal calls. Zoom will let you setup a phone system that does the Teams bit AND gives you 01 numbers for customers

As a previous poster pointed out that's not true.

Are there any customers in Ireland that use Microsoft for incoming/outgoing calls?

I'm not aware of many using it for external calls right now, but Skype for business is going to be deprecated from 31st July this year, so you can guess where those calls will now be taking place.

I don't think Zoom are going anywhere, I'm not suggesting that, I'm just pointing out how overvalued I think it is currently and how I think they will struggle to increase margins in the long term and that's what they are going to have to do to justify their current valuation.

And look Zoom won't be stuck for capital so they can and will likely diversify into other areas but as I said, even putting my optimistic hat on I can't get anywhere near their current valuation. I just wanted to see whether I was missing something on this one seems not :cool:

bish76 · 02-03-2021 06:35PM

Opening position in LMND, it's down 14%

Share Picks 2021 - Thread banned users post #1

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