Share Picks 2021 - Thread banned users post #1

04-03-2021 01:44PM

DutchYurt wrote: »

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

Phase II trial interim data imminent, HC Waintright buying US$10m at market value when lots of Trial data would have been "known". This on top of the Canadian government having funded most of the phase two trial half way through with and US$11 grant... I think we're in for good times. It has dropped recently since all the above. Very strange... I'm buying more today.

Chuckie_Egg · 04-03-2021 01:54PM

Deleted User wrote: »

Phase II trial interim data imminent, HC Waintright buying US$10m at market value when lots of Trial data would have been "known". This on top of the Canadian government having funded most of the phase two trial half way through with and US$11 grant... I think we're in for good times. It has dropped recently since all the above. Very strange... I'm buying more today.

Are you not weary the biotech sell off may not be done yet?

04-03-2021 01:55PM

Chuckie_Egg wrote: »

Are you not weary the biotech sell off may not be done yet?

I'm buying it in the belief a strong catalyst is coming, such that will be general market sentiment proof.

The wonderfish · 04-03-2021 03:21PM

cronos wrote: »

Do people pay for seeking alpha?

Was thinking of subscribing as content seems to be good - currently €265pa - would also like to know if anyone has subscribed and whether they find its worth the cost?

Bacchus · 04-03-2021 03:31PM

The wonderfish wrote: »

Was thinking of subscribing as content seems to be good - currently €265pa - would also like to know if anyone has subscribed and whether they find its worth the cost?

Would be interested in thoughts on the different players out there...
- Stock Dweebs
- Motley Fool
- My Wall Street
- SeekingAlpha
... any others.

I've started creating profolios on Yahoo Finance that has "investments" in the public recommendations of Stock Dweebs and Motley Fool... as well as a couple of other sources on Twitter to see over time how each performs. The current pullback is screwing with the plan though, almost everything recent is red. Though it'll be interesting to see over next month or two if they go green. If I can build confidence in any of them I'll consider signing up.... or if the public stuff is good enough I'll just use that to help inform decisions.

Umaro · 04-03-2021 03:35PM

I've added a lot of cash to my Degiro this week and slowly making some purchases. I'm going to use % of my overall capital to say how much I put into each. I figure that's an easy shorthand for saying how confident (or not) I am on these.

Air Canada 6%
Rank Group 3%
Easyjet 3%
Compass Group 3%
Tremor 1%

I have a lot of US Tech companies on my shortlist but waiting for the bleeding to stop at the moment.

dan786 · 04-03-2021 03:39PM

Tempted by RKT , yes its a WSB stock but seems to be decent buy regardless at below $30 and if WSB takes it much higher it will be worth it.

crushproof · 04-03-2021 04:04PM

Somebody make it stop please

Nemeses2050 · 04-03-2021 04:08PM

Green and IT stocks taking a beating again, better than expected results are also not good enough for them.
kinda regretting, as I added more

...if any of you have cash hold on to it....I know pressure of FOMO is huge and we give up.

In a week or two you'll get better prices...with the money going into recovery stocks don't see a quick turn around of tech stocks, hope I'm wrong.

bcklschaps · 04-03-2021 04:11PM

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 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

I'd say you have probably ridden IAG as high as its going to go in the short/medium term. I'd say lock in, some profits there.

Shedite27 · 04-03-2021 04:18PM

Weeks like this you have to remember the bigger picture, go have a look at the 5 year or 1 year of the S&P or Nasdaq, there's lots of drops like this month, it always comes back stronger. Stick with it folks, don't panic sell at the bottom.

KilOit · 04-03-2021 04:23PM

Shedite27 wrote: »

Weeks like this you have to remember the bigger picture, go have a look at the 5 year or 1 year of the S&P or Nasdaq, there's lots of drops like this month, it always comes back stronger. Stick with it folks, don't panic sell at the bottom.

DutchYurt · 04-03-2021 04:24PM

MPbX6OD.jpg

Make the bad man stop... for the LOVE of everything make the bad man stop

Nemeses2050 · 04-03-2021 04:26PM

good few stocks from my watch list have it price targets

it's not a suggestion to buy folks, just the targets I had set-up based on their 50 day MA.

@shedite27, agree it's not the time to panic sell, but if you're not in...hold your horses.

the butcher · 04-03-2021 04:34PM

Re-entry back into NNDM at 8.50 and just got into THBR at 10, RIDE at 17.83 and DM at 16:45. Now to look away from the screen...if possible

sirboby · 04-03-2021 04:48PM

Currently sitting on a very large 4D pharma (DDDD) position, over 30% of my entire portfolio, BEP of 100

Currently going through the numbers but I'm thinking of selling a good part of this position and throwing it into the tech stocks that have dropped massively.

My current shopping list of cheap stocks, many of which I hold a small position of (no Particular order):

CLOV : Reaching all time lows, down 35% this month, 55% from all time highs, possible 30% upside in coming months. Risky.

CRWD : Back to price it was last month, down 20% from heights of this past month. possible 15% upside. Less Risky.

DOCU : Stable share price, down 10% last month, 20% from heights of this past month. possible 10% upside. Safe.

LMND : Down 30% from last month, 40% from heights of this past month. possible 50% upside. Less Risky.

IPOF : Down 30% from last month-ish, possible return in a month: unkown. Actually think this is less risky than most SPACs. Risky.

MILE : Down 30% from last month, 40% from heights of past month. Last time it was this price was a year ago, when it was a blank check SPAC. Possible 50% upside. Risky.

Trying to weigh up risk reward the different options give, but I am really reluctant to sell 4D shares this close to NASDAQ listing.

con747 · 04-03-2021 05:11PM

Bacchus wrote: »

Would be interested in thoughts on the different players out there...
- Stock Dweebs
- Motley Fool
- My Wall Street
- SeekingAlpha
... any others.

I've started creating profolios on Yahoo Finance that has "investments" in the public recommendations of Stock Dweebs and Motley Fool... as well as a couple of other sources on Twitter to see over time how each performs. The current pullback is screwing with the plan though, almost everything recent is red. Though it'll be interesting to see over next month or two if they go green. If I can build confidence in any of them I'll consider signing up.... or if the public stuff is good enough I'll just use that to help inform decisions.

marketchameleon.com
https://stocktwits.com

Bacchus · 04-03-2021 05:40PM

bcklschaps wrote: »

I'd say you have probably ridden IAG as high as its going to go in the short/medium term. I'd say lock in, some profits there.

That's a few people recently here getting itchy feet with IAG... tempted now to sell on the current high and wait for a dip to get back in... if there is a dip. I'm up 50% on IAG so far. With most everything else red, does it make sense to sell my best performer?

jams100 · 04-03-2021 05:47PM

sirboby wrote: »

CRWD : Back to price it was last month, down 20% from heights of this past month. possible 15% upside. Less Risky.

Personally, I'd go Fortinet over Crowdsource, Fortinet has no debt and 1.8 billion in the bank and already generating cash, Trading at about 30 times earnings so its not cheap, was hoping for a pullback with it but alas no big correction this time round.

Bacchus wrote: »

That's a few people recently here getting itchy feet with IAG... tempted now to sell on the current high and wait for a dip to get back in... if there is a dip. I'm up 50% on IAG so far. With most everything else red, does it make sense to sell my best performer?

I also sold completely out of IAG yesterday, up 100%, limited upside potential over the coming years...no dividends until at least 2024

pioneerpro · 04-03-2021 06:01PM

Jerome Powell up now. Let's see the reaction. The mack daddy of the federal reserve needs to say something calming about bond yields or this week is a write-off.

Supercell · 04-03-2021 06:06PM

Well, this has been a fantastic week, afraid to look at my Degiro and T212 accounts, going to ignore the markets for a few weeks, hoping it all goes like last March....not 2008.

pioneerpro · 04-03-2021 06:23PM

pioneerpro wrote: »

Jerome Powell up now. Let's see the reaction. The mack daddy of the federal reserve needs to say something calming about bond yields or this week is a write-off.

Didn't say the magic words. Bond yields going up, SPY dumping. Hold on to your loved ones.

Edit: US 10y yields just crossed 1.5 as he was talking...
Edit2: RIP Tesla, jesus.
Edit3: Nvidia back under $500

Chuckie_Egg · 04-03-2021 06:31PM

Great time to have some cash ready,
yes I know time in the market beats timing the market but its nice not to be buying at the peak all the time

jams100 · 04-03-2021 06:50PM

pioneerpro wrote: »

Didn't say the magic words. Bond yields going up, SPY dumping. Hold on to your loved ones.

Edit: US 10y yields just crossed 1.5 as he was talking...
Edit2: RIP Tesla, jesus.
Edit3: Nvidia back under $500

Both great long term picks imo, bought more Nvidia today.

Valhallapt · 04-03-2021 07:14PM

This is the worst day since yesterday

patsy_mccabe · 04-03-2021 07:16PM

Tesla heading to €600 from a high of €900. At what price does value kick in, I wonder?

cronos · 04-03-2021 07:24PM

patsy_mccabe wrote: »

Tesla heading to €600 from a high of €900. At what price does value kick in, I wonder?

$420.69

It's as accurate a number as any other for Tesla.

bish76 · 04-03-2021 07:35PM

Well GOLD is at the level of May- June last year.

bish76 · 04-03-2021 07:43PM

Is there any other bargain apart from tech and green stock which I believe may drop further.

cronos · 04-03-2021 07:47PM

bish76 wrote: »

Is there any other bargain apart from tech and green stock which I believe may drop further.

Right now I'm making money by not having it in the market. But eventually this will turn around, just hard to guess when obviously.

Share Picks 2021 - Thread banned users post #1

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