Share Picks 2021 - Thread banned users post #1

Treppen · 03-03-2021 05:45PM

cronos wrote: »

I've got most of my money on the sidelines. Not sure yet on when to get back in.

Cure for baldness anyone :pac: ?

https://seekingalpha.com/news/3668631-lilly-incytes-baricitinib-successful-in-alopecia-areata-study?mail_subject=incy-lilly-incyte-s-baricitinib-shows-hair-regrowth-in-late-stage-alopecia-areata-study&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha

robman60 · 03-03-2021 05:47PM

cronos wrote: »

Any particularly good bargains out there?

Alteryx, to me, seems to be reaching that territory. We are not far off the March lows and the revenue and earnings growth has been impressive.

cronos · 03-03-2021 06:15PM

Treppen wrote: »

Cure for baldness anyone :pac: ?

https://seekingalpha.com/news/3668631-lilly-incytes-baricitinib-successful-in-alopecia-areata-study?mail_subject=incy-lilly-incyte-s-baricitinib-shows-hair-regrowth-in-late-stage-alopecia-areata-study&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha

Do people pay for seeking alpha?

Nemeses2050 · 03-03-2021 06:22PM

My top 5 holdings NIO, UPWK, PLTR, RIDE, CRSR all down... think I was wrong to get rid of my recovery play stocks in the last few weeks...they are all green now would have come to my rescue...hindsight is a great thing

Kilough · 03-03-2021 06:48PM

Just bought some Micron Technology $MU. It's been outperforming NVIDIA and AMD and seems undervalued still compared to both. Just released positive earnings too.

Hoping it can claw back some recent losses on my biggest losers FRX, CSIQ, 4d Pharma. I'm long on the 2nd too and am still hopeful on FRX!

FUBO is getting near a tempting price; VOW3 is a solid play too I think. Also keeping on eye on FROG and FVRR.

Down 2% since starting my portfolio a month ago but enjoying the ride!

cc87 · 03-03-2021 06:49PM

cc87 wrote: »

NRZ seems like a good investment currently. US based REIT

Was around $15/16 pre-covid, dropped to 5/6, recovered to around the $9.50 mark. Offers $0.80 (8.5%) dividends quarterly and increases them regularly. Earnings day on the 4th should result in an increase.

Target price varies from $12-15

Financials all look good as well.

NRZ has been the only stock to remain green day-to-day throughout the last two or so weeks. Had a small wobble when everything dropped last week but quickly recovered. Currently up 9.3% since this post.

Currently floating around book value so may not move more for the time being, although they did announce funding for stock buy back recently.

Chuckie_Egg · 03-03-2021 06:58PM

Valhallapt wrote: »

I’ve been in crsp for 4 years now, it’s a hold forever for me, but it still hurts to see it fall from $210 to $120 in a few weeks. I’m also in edit beam agtc pacb and sgmo all in the crispr or genomics space.

I remember reading an article shortly after crispr was discovered and felt it was going to be a game changer for humanity. Went as deep as a could at the time, have bought along the way.

I don’t plan on selling.

I don't plan on selling either, but I got caught recently with Bluebird (one of the sledge hammer types!)
Anyway it's the kinda investment that could become bigger than Biopharma/ pharma. Any of these companies could be the next j&j but I think we'll be waiting for a few years that's all

bish76 · 03-03-2021 07:03PM

All hype stocks down - Jfrog, Lemonade, Redfin, Clover, Relief (5-10%). Overall green as Carnival and TUI are up 40-50% and Royal Dutch is up around 15%.

cronos · 03-03-2021 07:10PM

To anyone using Degiro with money in "cash" which I believe is automatically put in the Money Market Fund. i've noticed not all of it shows as "Available To Trade". Is there a reason for that, also how negative can money in this Money Market Fund go in a downturn? Is there a risk having money there rather than pulling it back to your own bank, I'm just mindful it takes a long time to transfer back and forth so would prefer to have it available if I decide to re-enter.

bcklschaps · 03-03-2021 07:20PM

cronos wrote: »

To anyone using Degiro with money in "cash" which I believe is automatically put in the Money Market Fund. i've noticed not all of it shows as "Available To Trade". Is there a reason for that, also how negative can money in this Money Market Fund go in a downturn? Is there a risk having money there rather than pulling it back to your own bank, I'm just mindful it takes a long time to transfer back and forth so would prefer to have it available if I decide to re-enter.

"Your available to trade" is your cash minus any buy orders you have in place.

Liamo_mu · 03-03-2021 07:34PM

Anyone looking at Plug Power now it's dipped?

I'm so reluctant to put money into anything at the minute.

LC134 · 03-03-2021 08:17PM

Bitcoin seems to be proving its case as an option for some non-correlated risk diversification

Ixlandia · 03-03-2021 08:56PM

ADZAM wrote: »

I was awake at 3am last night thinking about my portfolio and this morning at open sold everything except Lakestar SPAC I SE (LRS1.F) and ESG Core Investments B.V. (ESG.AS) both are European Spacs near their NAV so only upside if a deal is made, no downside apart from opportunity cost

If it’s any consolation ADZAM lying awake at night reminded me of Warren Buffets old saying:

“If you can’t figure out how to make money while you sleep, you will work until you die”

We’ve all taken a beating these last two weeks, keep the faith

cronos · 03-03-2021 08:59PM

LC134 wrote: »

Bitcoin seems to be proving its case as an option for some non-correlated risk diversification

Or the canary in the coal mine.

Ixlandia · 03-03-2021 09:02PM

cronos wrote: »

Any particularly good bargains out there?

If anyone is interested in the renewable energy game, both Enel €ENL and Iberdrola €IBE have been in a significant slide the last two months

Both large wind companies, €7.62 and €10.01 respectively as of now, these will surely pick up over time, good time to buy methinks as long term bets

Rothmans · 03-03-2021 09:23PM

Ixlandia wrote: »

If anyone is interested in the renewable energy game, both Enel €ENL and Iberdrola €IBE have been in a significant slide the last two months

Both large wind companies, €7.62 and €10.01 respectively as of now, these will surely pick up over time, good time to buy methinks as long term bets

Iberdrola sound good on paper. But they are by far the worst company I have dealt with. And that includes Eir. Just cannot believe in it.

In saying that. I'll probably eat my words in a few years time if they sort out their online platforms and customer service.

Kilough · 03-03-2021 09:24PM

Ixlandia wrote: »

If anyone is interested in the renewable energy game, both Enel €ENL and Iberdrola €IBE have been in a significant slide the last two months

Both large wind companies, €7.62 and €10.01 respectively as of now, these will surely pick up over time, good time to buy methinks as long term bets

The whole renewable sector has slipped in the last month or so. Canadian or Jinko solar seem good value too. Agree any of these are good long term value

Nemeses2050 · 03-03-2021 09:45PM

Added some NIO and UPWK, also picked some ACTC which is merging with proterra it had run away earlier...I'm heavy on green stocks so this might back fire...looking at Gore's VI anyone following it?

Thargor · 03-03-2021 10:07PM

Gamestop looking like a safe port in a storm

JeffKenna · 03-03-2021 10:08PM

Thargor wrote: »

Gamestop looking like a safe port in a storm

Time to throw it into the pension fund I'd say.

dontparkhere · 03-03-2021 10:20PM

dontparkhere wrote: »

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

Rkt paper profits came and went, only left a small profit in the end.
Bulls make money, bears make money, pigs get slaughtered.

Take Your Pants Off · 03-03-2021 11:25PM

Apart from Powell’s speech what else is a good indicator to get a jist of where the market is heading in the short term? Futures maybe? But I’m not sure I quite understand what ticket symbol to search when looking at futures. These are commodities are they not. Maybe the indexes Sp 500 Dow Jones etc

Gamma1 · 04-03-2021 09:34AM

Ixlandia wrote: »

If anyone is interested in the renewable energy game, both Enel €ENL and Iberdrola €IBE have been in a significant slide the last two months

Both large wind companies, €7.62 and €10.01 respectively as of now, these will surely pick up over time, good time to buy methinks as long term bets

Was with Enel but got out as it was like all utilities slow moving. Iberbrola I agree were difficult to deal with here but I am still with them. Both very impressive on renewables - yes I think I will get in again for longer term.

VertBlue · 04-03-2021 10:06AM

Think it's going to be another day of not checking my holdings

the butcher · 04-03-2021 10:30AM

Tuesday down 2%, Wednesday up 2%, now currently down 1.5%. I think I'll take that considering the market for the past few weeks.

DutchYurt · 04-03-2021 12:53PM

After two years of getting myself out of the red, the last two weeks and with today coming, I am back in the red baby! 10% emails coming out my arse.

A quick look:
The SPACs
THBR is @ 10.06 pre market, less 6 cents and you couldn't get a better buying opportunity.
APSG @ 10.12 also another opportunity to get in.
PIPP @ 10.35
and of course our favourite PSTH - Ackerman is hinting at PSTH II but he'd want to pull the finger out and reveal what PSTH is for

Green energy PLUG and BE - continue to take a beating along with the INRG tracker - very likely more pain to come

AYX almost back to March Covid crash levels which is just insane. Company are woeful at giving guidance but I can see it slipping sub 80. Very much a how long can you go.

SQ first fintech to launch a bank and of course with market logic drops 7% last night just before close, with a pre market of 216 - still a price target of 300 down the road.

CRM great earnings and guidance so more logic prevails almost at the 200 level.

FSLY coming in hot at 68 we've been here before (about 7 times now)

EDSA - 10m closing of bought shares of course on this news alone it dropped 16% followed by another 5% because logic once more. Pre market up .5% but I expect it to close -8% or even hit sub $5 because it's Edesa and it loves upsetting me

Ones to watch DDDD (4D Pharama) as its soon to get it's Nasdaq listing, I don't think we'll get the pop we'll want but should see some growth
IAG has been on fire the last week but I'm sure earnings edit: should have ripped the arse out of it, going to see how it trades this week but I expect it to come back down for an entry
SM (Oil & Gas with Hydrocarbon exploration) holding strong and growing

If any of these stocks scream "get out now" to you please let me know

04-03-2021 01:01PM

^^^ EDSA will get you out of the hole and then some soon. But, you've already been through some big spikes to exit.

cc87 · 04-03-2021 01:04PM

DutchYurt wrote: »

After two years of getting myself out of the red, the last two weeks and with today coming, I am back in the red baby! 10% emails coming out my arse.

A quick look:
The SPACs
THBR is @ 10.06 pre market, less 6 cents and you couldn't get a better buying opportunity.
APSG @ 10.12 also another opportunity to get in.
PIPP @ 10.35
and of course our favourite PSTH - Ackerman is hinting at PSTH II but he'd want to pull the finger out and reveal what PSTH is for

Green energy PLUG and BE - continue to take a beating along with the INRG tracker - very likely more pain to come

AYX almost back to March Covid crash levels which is just insane. Company are woeful at giving guidance but I can see it slipping sub 80. Very much a how long can you go.

SQ first fintech to launch a bank and of course with market logic drops 7% last night just before close, with a pre market of 216 - still a price target of 300 down the road.

CRM great earnings and guidance so more logic prevails almost at the 200 level.

FSLY coming in hot at 68 we've been here before (about 7 times now)

EDSA - 10m closing of bought shares of course on this news alone it dropped 16% followed by another 5% because logic once more. Pre market up .5% but I expect it to close -8% or even hit sub $5 because it's Edesa and it loves upsetting me

Ones to watch DDDD (4D Pharama) as its soon to get it's Nasdaq listing, I don't think we'll get the pop we'll want but should see some growth
IAG has been on fire the last week but I'm sure earnings tomorrow will rip the arse from it potential buying opportunity for next week
SM (Oil & Gas with Hydrocarbon exploration) holding strong and growing

If any of these stocks scream "get out now" to you please let me know

Wasn't IAG earnings last friday?

Posted just over €7b in losses and gained 3% the same day.

DutchYurt · 04-03-2021 01:09PM

cc87 wrote: »

Wasn't IAG earnings last friday?

Posted just over €7b in losses and gained 3% the same day.

You're 100% correct - I've lost all concept of time in this pandemic and curfew. Christ.

DutchYurt · 04-03-2021 01:13PM

Deleted User wrote: »

^^^ EDSA will get you out of the hole and then some soon. But, you've already been through some big spikes to exit.

I've exited, reinvested, and got back in. Really hope it just gains some support soon!

Share Picks 2021 - Thread banned users post #1

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