Share Picks 2021 - Thread banned users post #1

Ixlandia · 05-03-2021 06:10PM

Supercell wrote: »

So when limit or market orders dont work in a dropping market..offer the amount it says is the minimum price as a limit order and the order goes though at the market rate...grumbles, stupid Degiro

15 minute price delay? Market is tumbling so fast prices are changing too quickly for degiro to keep up?

Chuckie_Egg · 05-03-2021 06:27PM

Degiro MotherF%^&$rs
Had a buy order for Netflix at $501, never got touched even though the share price fell as low as $498

cronos · 05-03-2021 06:30PM

PSTH is recovering really strong. Don't see that 22 happening. Shame was hoping for a quick dip buy but glad for everyone in it. Curious what caused it to turn. Market seems to be rising.

Timmaay · 05-03-2021 07:02PM

.

growleaves · 05-03-2021 07:04PM

cronos wrote: »

PSTH is recovering really strong. Don't see that 22 happening. Shame was hoping for a quick dip buy but glad for everyone in it. Curious what caused it to turn. Market seems to be rising.

Stock market news live updates: Stocks mixed as rate concerns rise after strong jobs report

We're still in a rising interest rate environment though. It is a small bounce in the midst of a correction.

From the linked article:

“I think what has spooked investors is two things: One is the speed with which we got from essentially just below 1% to 1.5% [in the 10-year Treasury yield] in the first two months of the year. Forecasts were certainly for getting to this level, and up to as high as 2%, by the end of the year, but it happened rather quickly,” Tony Rodriguez, Nuveen head of fixed income strategy, told Yahoo Finance.

“And then I think also, it’s the positive information that we’ve gotten in terms of fiscal policy, in terms of actual economic data and in terms of the successful, or really sped-up rollout of the vaccine leading to much much more positive projections for growth," he added. "And that’s spooked investors, in terms of whether the Fed is going to have to respond by potentially tightening soon.

Quantitative tightening triggered the sell-off in December 2019 I recall.

bcklschaps · 05-03-2021 07:12PM

Cielo Waste at $0.79 ...
At what price I wonder is it a buy?

Ush1 · 05-03-2021 07:18PM

Thinking when to double dip on Redfin, Fiverr and maybe AMD...

jams100 · 05-03-2021 07:21PM

Portfolio today:

4pm: Down 4 figures

6:20pm: Positive for the day!!!

Bought More Berkshire.
Sold rest of GAN
Halved Shell

bfa1509 · 05-03-2021 07:35PM

jams100 wrote: »

Portfolio today:

4pm: Down 4 figures

6:20pm: Positive for the day!!!

Bought More Berkshire.
Sold rest of GAN
Halved Shell

I think it's the first time in about 9 months that I've flipped from being very red to being very green within the session. It's always the other way around.

The strengthening dollar (or rather weakening euro) is a big help.

cnocbui · 05-03-2021 08:09PM

This is interesting:

The Australian stock market has provided the highest returns to investors over the last 120 years, topping equities on indexes in the U.S. and Europe, according to research by Credit Suisse.

The ASX (Australian Securities Exchange) offered real annual returns — when translated into U.S. dollars — higher than 6.5% since the year 1900. The U.S. stock market came second in the same period, followed by South Africa’s.

https://www.cnbc.com/2020/02/28/australia-the-best-stock-market-since-1900-credit-suisse-says.html

My pick: FMG

Ixlandia · 05-03-2021 08:13PM

bcklschaps wrote: »

Cielo Waste at $0.79 ...
At what price I wonder is it a buy?

It can’t go too much lower in fairness, ultimately all depends on if you believe it is has real potential, I’m going to look at revenues, patents and competition over the weekend, I have to say I’m very tempted

They are still awaiting completion of their first plant, with plans for 40 in total as it says on their website.

eringobragh · 05-03-2021 08:27PM

jams100 wrote: »

Portfolio today:

4pm: Down 4 figures

6:20pm: Positive for the day!!!

Same! It’s a good lesson not get too caught up in FOMO and biding your time.

bish76 · 05-03-2021 09:05PM

After few drinks on board + ham & cheese sandwich + f****g covid restrictions, I want to say Thank You to everyone on this group.
I am on dining table on my own and reflecting on last two months when I joined this thread and I have only three words to say You Guys Rock.

Have a great weekend ðŸ˜€

Shedite27 · 05-03-2021 09:17PM

Another big V day, down big time about 4.30 but back to some semblance of normality by the end of the day. Great examples of why not to panic sell or to use stop losses.

NExt leg higher starts Monday

....I hope

Wingman2010 · 05-03-2021 09:22PM

I was down €2200 for the day earlier, now down €200 so a decent recovery. Did anyone buy anything decent on the dips? I bought more Nio yesterday; in what I thought was a great price but it went down a lot earlier before recovering a bit again ... I opened positions with PAVM, SBG and ZYXI yesterday; which are all green for today. I also got some more TMDX & DMTK yesterday.

A tough week on the markets for sure. I’m not too worried as I’m happy with probably 95% of my portfolio as they’re long term holds. There could be another tough few weeks ahead. There may be great opportunities to be had with the correct buys over the next while.

freyners · 05-03-2021 09:32PM

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.

I'll throw a good word in here for the popular investor. Irish guy behind it (robert reynolds). Been in his service since December and been very happy

Bacchus · 05-03-2021 09:59PM

Checked in on the portfolio there to survey the damage. Back in the green overall.

freyners wrote: »

I'll throw a good word in here for the popular investor. Irish guy behind it (robert reynolds). Been in his service since December and been very happy

Thanks for the tip. I'll check him out. TBH, some of the others are quite pricey and I gotta think of them as taking a % of any gains. I'm just doing my research with what data I have now and it makes sense in 6 months... a years time I'll give one a go. Sticking to what I know is fine, but it means putting all my eggs in one basket, and I just don't have the time to go figuring out which stocks in other markets have the best long term potential. There's great knowledge here on these boards too.

cronos · 05-03-2021 10:04PM

cronos wrote: »

PSTH is recovering really strong. Don't see that 22 happening. Shame was hoping for a quick dip buy but glad for everyone in it. Curious what caused it to turn. Market seems to be rising.

Lesson learned, right moves but got too greedy trying to buy back in at 22 rather than being more reasonable. 23 actually would have hit and I'd be up a few thousand.

I'm curious if this rebound will hold though. Was very fast pump. Guess people are going off the jobs numbers and assuming the stimulus get's done over the weekend? Stocks are still overpriced though, Tesla didn't rebound yet. Still would prefer things slowly trend up

1percent · 05-03-2021 10:59PM

That was a crazy day, didn't off load the IAG with the drop but picked up the RDSB. Then the US opened, what a wild ride, not a tap was done at work the tail end of the day.

I worry this is a bull trap people so be careful everybody

plasmin · 06-03-2021 12:41AM

Added small positions in APPS, PINS, UPWK, GHVI, GILT & LOTZ

Watching LMND, DKNG

Mad day

jams100 · 06-03-2021 04:16AM

1percent wrote: »

That was a crazy day, didn't off load the IAG with the drop but picked up the RDSB. Then the US opened, what a wild ride, not a tap was done at work the tail end of the day.

I worry this is a bull trap people so be careful everybody

You probably picked up the RDSB shares I sold, best of luck with it, I think oil has very little left to run, shell are trying to move away from oil but that's going to be a long painful transition. The Saudis could anyday decide to ramp up production and these oil plays with drop like a stone, even Tullow oil is back at yearly highs. My thoughts anyway

Supercell · 06-03-2021 08:24AM

We had wild moves last March too, whenever SPY moves more than 1% a day the market is chaotic, dont think we at the end of it yet.
Got rid of my MICT and put it into KBNT and PERI at the bottom or as close as bloody Degiro would let me. Didnt do due diligence on that and bought into the fomo - insider ownership is around 2.8% and the CEO Darren Mercer is a very dodgy type (took out a 270k loan from BNN as it was being wound up - shareholders shafted - see thread about BNN/Mercer here), the shelf offering diluting the shareholders 30% as the market was crashing stank to high heaven too.

Oh, and my head hurts this morning.

massdebater · 06-03-2021 05:28PM

Started the year almost 25% in cash but that's down to 8% now with all the recent buying. Have a quarter of the remainder lodged in my account and ready to go next week if there are further drops. Topped up more ARKK and ARKG yesterday.

circadian · 06-03-2021 07:51PM

Just gonna throw this in here. Look at the last 6 days of trading on GME, say whatever you want but that's real growth. Higher highs and higher lows every single day this week.

If there's a squeeze then I wonder how big it'll get with this build up. It looks a lot like the 9 days before the pop in January.

Kilough · 06-03-2021 08:21PM

Do ppl think the bump ok Fri afternoon will hold and we go up and up from here ala March '20? Listened to Jim Cramer yday and he talked of 2015/16 and the 5 human emotions of a crash. Market dropped Jul 2015 and recovered by Oct. Then tanked again before recovering by Q2 16 and roaring since. So basically the uptick on Fri afternoon could be temporary and we could fall further from here - a bull to trap as stated above.

My first time trading in a correction period so interested to get ppls takes and how it influences strategy.

Seems like most sensible play is just to keep averaging in on stocks I'm long on bringing down my BEP. Maybe buy into some commodities and maybe real estate based stock like LGIH.

circadian · 06-03-2021 08:43PM

Yeah I'm bringing my BEP down on longer plays and I'm getting into some dividend plays at a good return %.

growleaves · 06-03-2021 09:19PM

Kilough wrote: »

Do ppl think the bump ok Fri afternoon will hold and we go up and up from here ala March '20? Listened to Jim Cramer yday and he talked of 2015/16 and the 5 human emotions of a crash. Market dropped Jul 2015 and recovered by Oct. Then tanked again before recovering by Q2 16 and roaring since. So basically the uptick on Fri afternoon could be temporary and we could fall further from here - a bull to trap as stated above.

My first time trading in a correction period so interested to get ppls takes and how it influences strategy.

Seems like most sensible play is just to keep averaging in on stocks I'm long on bringing down my BEP. Maybe buy into some commodities and maybe real estate based stock like LGIH.

Bull trap imo.

There was a boost on the Jobs Report yesterday but this correction began with rising interest rates and there is no indication of that changing. The Federal Reserve have said they are unconcerned about rising rates.

I learnt my lesson in the sell-off of December 2019 which was driven by quantitative tightening and reversed by the abandonment of that policy.

QE has warped the relationship between normal business cycles and the stock market.

LC134 · 06-03-2021 09:54PM

Kilough wrote: »

Do ppl think the bump ok Fri afternoon will hold and we go up and up from here ala March '20? Listened to Jim Cramer yday and he talked of 2015/16 and the 5 human emotions of a crash. Market dropped Jul 2015 and recovered by Oct. Then tanked again before recovering by Q2 16 and roaring since. So basically the uptick on Fri afternoon could be temporary and we could fall further from here - a bull to trap as stated above.

My first time trading in a correction period so interested to get ppls takes and how it influences strategy.

Seems like most sensible play is just to keep averaging in on stocks I'm long on bringing down my BEP. Maybe buy into some commodities and maybe real estate based stock like LGIH.

Yeah I listened to the podcast - his reference to the various phases made me reflect on my portfolio!

pioneerpro · 07-03-2021 01:38AM

growleaves wrote: »

The Federal Reserve have said they are unconcerned about rising rates.

That is patently not what Powell said in the last two weeks. He said they were unconcerned with the rise of inflation up to 2%, but that would only happen at near full employment in the future and that the federal reserve had a number of fiduciary tools and safeguards at their disposal to ensure it didn't rise above that.

Now, tbf, the market and 10y bond stuff have decided to consistently go mad at anything other than a firm statement from Powell - which he explained on Friday that, as an apolitical organisation, he would not and could not give. That said, he did make a very strong statement about his own negative experiences as a young adult emerging into the job market during a time of inflation.

QE is certainly correlated strongly, and 1.9t is not to be sniffed at, but the market is acting catatonically after the bull run of a year it has had due to any signal that the party is over. They could be trying to force the hand here, but its unlikely to happen.

growleaves · 07-03-2021 01:51AM

pioneerpro wrote: »

That is patently not what Powell said in the last two weeks. He said they were unconcerned with the rise of inflation up to 2%, but that would only happen at near full employment in the future and that the federal reserve had a number of fiduciary tools and safeguards at their disposal to ensure it didn't rise above that.

Now, tbf, the market and 10y bond stuff have decided to consistently go mad at anything other than a firm statement from Powell - which he explained on Friday that, as an apolitical organisation, he would not and could not give. That said, he did make a very strong statement about his own negative experiences as a young adult emerging into the job market during a time of inflation.

QE is certainly correlated strongly, and 1.9t is not to be sniffed at, but the market is acting catatonically after the bull run of a year it has had due to any signal that the party is over. They could be trying to force the hand here, but its unlikely to happen.

Okay well apologies for not being precise and the quoting it exactly but I see no contradiction since we are below 2% now and I was only talking about the immediate short term.

The poster I was replying to wanted to know if anyone thought the macro trend had become bullish again from yesterday.

I'll write things out more carefully next time.

Share Picks 2021 - Thread banned users post #1

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