Share Picks 2021 - Thread banned users post #1

bish76 · 02-03-2021 07:07PM

bish76 wrote: »

Opening position in LMND, it's down 14%

BEP 112.99

blah · 02-03-2021 07:11PM

bish76 wrote: »

BEP 112.99

What are you planning to do with it? Sell in the short term or hold it?

bish76 · 02-03-2021 07:20PM

What are you planning to do with it? Sell in the short term or hold it?[/QUOTE]
It is recommended by Motley fool and some others as long term investment. Me planning to sell it at around 150 when it comes.

retalivity · 02-03-2021 07:22PM

cc87 wrote: »

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

Sold some of my QS & UWMC at a small profit (finally!) to open a position in LMND and average down on CLOV & FROG

blah · 02-03-2021 07:22PM

bish76 wrote: »

It is recommended by Motley fool and some others as long term investment. Me planning to sell it at around 150 when it comes.

I bought one for myself.

Atlas_IRL · 02-03-2021 08:13PM

Rocket getting short squeezed, up 60%

TheBetsy · 02-03-2021 08:13PM

circadian wrote: »

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

Just been halted!

dontparkhere · 02-03-2021 08:15PM

dontparkhere wrote: »

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

$40 up 60% today...
Great company but looking like a possible short squeeze.
Got back in at $29 and will be placing stop losses.

LC134 · 02-03-2021 08:20PM

bish76 wrote: »

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

I added some NVAX but my initial purchase on a dip was 285 ðŸ˜”. My average is about 240 now, and I may even be overweight due to SPACs in my portfolio slumping.

Nemeses2050 · 02-03-2021 08:32PM

bish76 wrote:

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

NVAX is in a downtrend, so there's a possibility of it dropping more...I would be more comfortable getting it around 150-160, at that range risk of downside is less...may be buy half now n if it drops to that level you can buy another half. Same with MRNA buy half around 130's n other half around 110's if it drops...it has bounced back from there.

Shedite27 · 02-03-2021 09:45PM

pioneerpro wrote: »

^ 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.

"actively misleading" is knowing that Teams allows customer calls and claiming it doesn't to mislead people on purpose (aka lying)
"being incorrect" is not knowing that Teams allows customers incoming calls and saying it does (aka being wrong)

I'm incorrect loads of times. You can correct an incorrect point without using phrases that make it seem like I am going out of my way to mislead people.

circadian · 02-03-2021 09:53PM

pioneerpro wrote: »

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.

I don't disagree on the whole. I'm a cloud architect, I have to deal with these types scenarios day in day out. I personally prefer Azure over AWS despite being a Linux head. It's just all laid out better, but horses for courses, I'll use whatever suits the job.

Atlassian is another one, I love it. I've beent hrough Christ knows how many iterations of Jira and Confluence over my years. Many of my colleagues are a bit less enthusiastic, in fact many just want open source/free software whereas I'd much prefer pay for someone else to maintain or fix it freeing up our engineers time.

My point was, and I understand you saying that larger companies will be in on MS and much less likely to go for the likes of Zoom but there are a hell of a lot of small businesses doing remote working for the first time and relying heavily on Zoom to do business. Zoom has a place in the market, I agree the current share price is way overvalued for what it is, that's a reflection of the pandemic. If Zoom can capitalise on the name recognition and innovate then this price might be more appropriate long term.

Nemeses2050 · 02-03-2021 09:59PM

C3.Ai almost at its IPO price,

circadian · 02-03-2021 10:03PM

Everything started crashing around 3pm ET, Rocket on the other hand, took off then.

If you're red today, well, everyone is.

JeffKenna · 02-03-2021 10:10PM

circadian wrote: »

Everything started crashing around 3pm ET, Rocket on the other hand, took off then.

If you're red today, well, everyone is.

My Copper ETFs are the only green in my portfolio.

Timmaay · 02-03-2021 10:34PM

I was gonna post this on the NIO thread because there are 2 posters there who are like 30% down, but its probably more relevant in here. For several investors here who only started investing in the last few months this current pullback is probably your 1st major correction, especially if you are heavy in growth stocks like EVs etc. This is a whole new set of emotions that yous are going to have to face, the prospect of having a negative account balance for an unknown amount of time, weeks or months, and when do you cut your losses? I had to go through all this last March during the Corona crash, and I've no issues admitting that I bottled it and sold nearly everything when the pain of losing money got too great (at around a 25% loss). I sold both good and bad then, NIO at 4.50 and APPs at 5.90, God they were 2 that I really missed out on ha. So anyways all I'll say to anyone who is suffering at the minute, the golden rule still is find good companies that you'd be happy to own no matter what the share price is, make sure you don't make any rash decisions right now and sell something that you might well regret later, however equally so if your getting a serious reality check that you've invested too much of your savings into the market on the bases that stonks only go up, then simple fact is you need to get a plan to reduce your market exposure, the best place to start here would be to trim them companies that you bought on a whim and didn't really have any conviction on, next best to them are the companies that you really cant see much of an upside potential. Sit down and be honest with yourself, plan it all out and don't do anything too quick, and certainly don't waste any energy on regrets about not timing the top, it is absolutely impossible to time the top or bottom, all you can do is have your ground rules in place and improve them over time.

Black_Knight · 02-03-2021 10:37PM

Shedite27 wrote: »

We're back baby

You had to taunt the stocks Gods, didn't you. Today didn't start bad at all. Not a whole lot up by the end of the day

MAJJ · 02-03-2021 10:43PM

Timmaay wrote: »

I was gonna post this on the NIO thread because there are 2 posters there who are like 30% down, but its probably more relevant in here. For several investors here who only started investing in the last few months this current pullback is probably your 1st major correction, especially if you are heavy in growth stocks like EVs etc. This is a whole new set of emotions that yous are going to have to face, the prospect of having a negative account balance for an unknown amount of time, weeks or months, and when do you cut your losses? I had to go through all this last March during the Corona crash, and I've no issues admitting that I bottled it and sold nearly everything when the pain of losing money got too great (at around a 25% loss). I sold both good and bad then, NIO at 4.50 and APPs at 5.90, God they were 2 that I really missed out on ha. So anyways all I'll say to anyone who is suffering at the minute, the golden rule still is find good companies that you'd be happy to own no matter what the share price is, make sure you don't make any rash decisions right now and sell something that you might well regret later, however equally so if your getting a serious reality check that you've invested too much of your savings into the market on the bases that stonks only go up, then simple fact is you need to get a plan to reduce your market exposure, the best place to start here would be to trim them companies that you bought on a whim and didn't really have any conviction on, next best to them are the companies that you really cant see much of an upside potential. Sit down and be honest with yourself, plan it all out and don't do anything too quick, and certainly don't waste any energy on regrets about not timing the top, it is absolutely impossible to time the top or bottom, all you can do is have your ground rules in place and improve them over time.

I really appreciate the openess and honesty in this and other posts you make. There's lots of details and ups and downs, lots of lessons we can all share and learn from. Thanks and why did go look at DeGiro and see almost all red !

jake frost · 02-03-2021 11:21PM

Timmaay wrote: »

I was gonna post this on the NIO thread because there are 2 posters there who are like 30% down, but its probably more relevant in here. For several investors here who only started investing in the last few months this current pullback is probably your 1st major correction, especially if you are heavy in growth stocks like EVs etc. This is a whole new set of emotions that yous are going to have to face, the prospect of having a negative account balance for an unknown amount of time, weeks or months, and when do you cut your losses? I had to go through all this last March during the Corona crash, and I've no issues admitting that I bottled it and sold nearly everything when the pain of losing money got too great (at around a 25% loss). I sold both good and bad then, NIO at 4.50 and APPs at 5.90, God they were 2 that I really missed out on ha. So anyways all I'll say to anyone who is suffering at the minute, the golden rule still is find good companies that you'd be happy to own no matter what the share price is, make sure you don't make any rash decisions right now and sell something that you might well regret later, however equally so if your getting a serious reality check that you've invested too much of your savings into the market on the bases that stonks only go up, then simple fact is you need to get a plan to reduce your market exposure, the best place to start here would be to trim them companies that you bought on a whim and didn't really have any conviction on, next best to them are the companies that you really cant see much of an upside potential. Sit down and be honest with yourself, plan it all out and don't do anything too quick, and certainly don't waste any energy on regrets about not timing the top, it is absolutely impossible to time the top or bottom, all you can do is have your ground rules in place and improve them over time.

Appreciate your post and all your advices.. Yeah true feeling a bit blue with seeing all this red, but learning all the time. Thank you. To qoute Omar " It's all in game Yo. All in the game".

weemcd · 02-03-2021 11:55PM

Timmaay wrote: »

I was gonna post this on the NIO thread because there are 2 posters there who are like 30% down, but its probably more relevant in here. For several investors here who only started investing in the last few months this current pullback is probably your 1st major correction, especially if you are heavy in growth stocks like EVs etc. This is a whole new set of emotions that yous are going to have to face, the prospect of having a negative account balance for an unknown amount of time, weeks or months, and when do you cut your losses? I had to go through all this last March during the Corona crash, and I've no issues admitting that I bottled it and sold nearly everything when the pain of losing money got too great (at around a 25% loss). I sold both good and bad then, NIO at 4.50 and APPs at 5.90, God they were 2 that I really missed out on ha. So anyways all I'll say to anyone who is suffering at the minute, the golden rule still is find good companies that you'd be happy to own no matter what the share price is, make sure you don't make any rash decisions right now and sell something that you might well regret later, however equally so if your getting a serious reality check that you've invested too much of your savings into the market on the bases that stonks only go up, then simple fact is you need to get a plan to reduce your market exposure, the best place to start here would be to trim them companies that you bought on a whim and didn't really have any conviction on, next best to them are the companies that you really cant see much of an upside potential. Sit down and be honest with yourself, plan it all out and don't do anything too quick, and certainly don't waste any energy on regrets about not timing the top, it is absolutely impossible to time the top or bottom, all you can do is have your ground rules in place and improve them over time.

You are absolutely spot on here. I sold a small holding of NIO at a similar price and I could kick myself for not letting it run. Hindsight and all that but I should have had the conviction to just let it run.

cc87 · 03-03-2021 12:21AM

UWMC, which I've been deep in the red with until today (it hit my BEP after hours so fingers crossed it's not just getting some sympathy from the RKT squeeze), has a 14% short interest and an ex-div date coming up on the 9th

Am I right in that anyone with a short position has to pay the dividend to their broker?
Does it have ay affect on the short interest itself?

pioneerpro · 03-03-2021 01:05AM

circadian wrote: »

My point was, and I understand you saying that larger companies will be in on MS and much less likely to go for the likes of Zoom but there are a hell of a lot of small businesses doing remote working for the first time and relying heavily on Zoom to do business.

I wouldn't disagree with anything you've said really, but would have to reinforce the point that the Zoom stuff is mostly used on the Free or cheapest Tier for SME stuff. The money to be made in b2b and b2c is at the volume and SLA enforced scale. Once you scale up the featureset just isn't that rich in comparison to its closest competitors, and I'm honestly of the opinion that their UI/UX is worst-in-class - and I've used BlueJeans and most of the other stuff at one point or another.

If their tech stack, and willingness to improve upon the core offering was improved, I might be more optimistic about them. They basically have a good warchest and name recognition, both of which go a long way, but they compete against heavy-duty vertically integrated companies. I'd need to see a fairly compelling USP or new use-case before I'd recommend them to anyone as a value stock purchase, and their stock price really doesn't reflect reality atm imo. Who knows though, and competition in the sector is only a good thing.

retalivity · 03-03-2021 10:27AM

Anybody else's Degiro showing crazy numbers for UWMC?
It closed at 9.13, degiro shows 10.40 while the AH price is currently 11.65. Didn't think the US prices changed until market opens

cc87 · 03-03-2021 10:32AM

retalivity wrote: »

Anybody else's Degiro showing crazy numbers for UWMC?
It closed at 9.13, degiro shows 10.40 while the AH price is currently 11.65. Didn't think the US prices changed until market opens

Same.

Sell limit is still based off the 9.13 unfortunately though

Gamma1 · 03-03-2021 10:35AM

VonLuck wrote: »

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

Yes took a punt here based on Citroën report (much lambasted) here. Disappointing like all SPACS but will hold.

bish76 · 03-03-2021 10:44AM

cc87 wrote: »

Same.

Sell limit is still based off the 9.13 unfortunately though

Sold it yesterday at 9.0 BEP ðŸ€£ after waiting for two months.

pioneerpro · 03-03-2021 11:14AM

Gamma1 wrote: »

Yes took a punt here based on Citroën report (much lambasted) here. Disappointing like all SPACS but will hold.

HZON apparently picked up SportRadar last night - that's an *incredibly* hot backend play, pivotal to things like Flutter entertainment (PP, Betfair etc...) breaking the US sports-gambling market. Will be interesting to see the market reception - if it doesn't do significant numbers today then the SPAC market is still (temporarily) fairly depressed beyond the redemption of any one SPAC. Trading at about $12 from ~$10.15 in premarket.

cc87 · 03-03-2021 12:34PM

Covaxin Phase 3 preliminary results out.
81% effective.

OCGN up 25% pre-market

voodoo · 03-03-2021 12:38PM

cc87 wrote: »

Covaxin Phase 3 preliminary results out.
81% effective.

OCGN up 25% pre-market

Make that 35% now!! Nice jump...

cronos · 03-03-2021 12:38PM

pioneerpro wrote: »

HZON apparently picked up SportRadar last night - that's an *incredibly* hot backend play, pivotal to things like Flutter entertainment (PP, Betfair etc...) breaking the US sports-gambling market. Will be interesting to see the market reception - if it doesn't do significant numbers today then the SPAC market is still (temporarily) fairly depressed beyond the redemption of any one SPAC. Trading at about $12 from ~$10.15 in premarket.

Very tempting. Might be a little sell off early to take profits, might jump in if that happens. Even at this price though you would imagine it has a decent chance. Although valuations matter more now, so not so sure about the 10 bill figure. Could be viewed as too much for it.

Share Picks 2021 - Thread banned users post #1

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