Share Picks 2021 - Thread banned users post #1

February was a great time for me to get interested in stocks. I'll see green some day I'm sure!

Shedite27 wrote: »

I think the green stock prices got a bit ahead of the green revolution. If you believe we'll all be driving electric cars by 2030, hold electric car stocks till 2030 and you'll be happy. The stock price can't go up 100% every few weeks if the sales aren't going up 100%

I think the profits people have made from the likes of TSLA and NIO have distorted the view people have of EV.

By 2030 they are currently predicted to hold about 30% of car ownership globally, maybe closer to 50% in US/EU, and then their growth will likely stall as barriers become more about access to the infrastructure needed to charge them than cost/trust in the products themselves.

TSLA have an advantage as they are more than a car company but I wouldn't be surprised to see EV stocks decline/stall for a couple of years, until they have actual usable products (ie QS) or have moved past their early version products and gained general credibility.

https://www2.deloitte.com/uk/en/insights/focus/future-of-mobility/electric-vehicle-trends-2030.html

Having said that, there are some bargains to be had in the EV area currently, that someone could park some cash in for a LTH.
ie NGAC/XOS, an EV truck spac that still pre-merger @ 9.98. As companies come under more pressure to be green, something like an electric truck is going to be very tempting for any delivery related company, with rumours of Amazon trialling their trucks currently.

Everything I have is down pre market, and it's raining....

Time in the market beats timing the market, for anyone in the likes of NIO or Tesla for 12months+ have most likely seem their money 5x and in some cases 10x, even at the current depressed price's.

Timmaay wrote: »

Time in the market beats timing the market, for anyone in the likes of NIO or Tesla for 12months+ have most likely seem their money 5x and in some cases 10x, even at the current depressed price's.

This is also the mantra from Emmet Savage from MyWallSt and he has the figures to prove it over time .

Don't make me tap the sign ->

the butcher wrote: »

Fidelity - Since 1920 the S&P 500 on average has recorded a 5% pullback 3 times a year, 10% drop once every 16 months and a 20% correction every 7 years.

The worst part of this ‘’correction’’ is that you buy dips here and there, and when it dips even further, you come to a stage where you run out of money to buy anymore dips, and you just look at the screen and think to yourself, gosh I wish I didn’t buy those dips earlier on...

It’s like having a limited budget and buying a couple of shirts for a special price of 14€..only for it to come down to 10€ 2/3 days later.

Timmaay wrote: »

A good quote I read afew weeks ago, "cash is also a position", and its definitely a sin I'm guilty of also, I have like 10 or 20% cash and I spent it all too soon, always good to take some profits the whole way along and leave sitting as cash to be spent sparingly across the blood on the streets times.

But, lets take for example the Nasdaq, 3 weeks ago it was at 12,300.
That was a dip, I bought then. It's still at 12,600 right now. So when you step back sometimes you actually realise its not actually that bad and you already bought at these or lower prices.

So don't be kicking yourself because there are a few red days. Just make sure your buying solid long term companies.

Came across this very high level way of judging if a stock is a good stock recently, how are you answering these questions in relation to a stock your buying?

High inside ownership?
Market CAP (Relative to peers)?
More cash than debt?
Great return on equity?
Sales growing year on year?

Strong company culture?
Sustainable competitive advantage?
Evangelist Customers?
A growing industry?
Visionary leaders?

Simple, but if the answers to these questions are bad your probably buying a SPAC/former SPAC or some Chinese company
Don't panic sell take a step back and look at the reasons why you bought the company in the first place.

pioneerpro wrote: »

FYP. Plenty of extremely solid SPACs out there, and some very prominent post-ticker changes (DKNG, BFLY or DM for example)

Oh Yea I own DKNG, OPEN, 4D Pharma

Some of the ones that came out initially we're actually good companies a lot of them are pure garbage now though and there are way too many coming nowadays. Of course there will be a few good ones.
My point is the stocks that are falling hardest right now and over recent weeks are generally the Spac's

Chuckie_Egg wrote: »

16:20 B 10 Intellia Therapeutics $ 56.35
16:00 B 10 CRISPR Therapeutics $ 108.55
13:05 B 50 WisdomTree Cloud Computing UCITS ETF USD Acc € 38.56


Done a bit of shopping while we were in the red

Bought myself back into CCIV at $22 earlier having previously sold out at $29.5. Let's see, I've been holding mostly cash for the past month avoiding the declines, but hard to call the bottom.

LTBR on a run.
Opened a small position on this on Monday after reading about Thorium nuclear energy over the weekend, forgot to post here.
It dropped further on tues/wed, but have earnings today, and announced funding from the US Dept of Energy for further research which has caused a 30% spike

Bacchus wrote: »

Is it over? Is it safe to buy again?

Anyone have an opinion on Cloudflare (NET) vs Fastly (FSLY)? Both in the dip, NET more established player, FSLY the innovative up and comer, with Signal Sciences in their locker too. Then there's also the likes of Amazon or Google to think of who could muscle their way in.

I like the idea of both, but don't understand the differences, so I bought both. I can see Fastly getting bought out by a bigger player (someone like Cisco) at some point this year.

Ark filed for ARKX today, it’s space exploration etf. Active from Monday.

Bacchus wrote: »

Is it over? Is it safe to buy again?

Anyone have an opinion on Cloudflare (NET) vs Fastly (FSLY)? Both in the dip, NET more established player, FSLY the innovative up and comer, with Signal Sciences in their locker too. Then there's also the likes of Amazon or Google to think of who could muscle their way in.

Cloudflare imo. The anti-DDOS and their DNS services are only going to grow in value going forward, and their tech stack and business model is pretty solid imo. They're both good companies tbh, but Cloudflare is a little more diversified (albeit smaller).

The difference between the two?

Fastly is, in many respects, an infrastructure play. They focus on content delivery - CDN - which basically means they've a load of data centers around the world and will route a Brazillian vs. an Irish user of a website to the most appropriate 'copy' of the site (well, the assets of the site) to serve up the data quicker. They've some big clients like Reddit/Amazon. This same plethora of conveniently placed data centres also allows them to offer edge computing services - like content delivery, but for processing of data rather than just 'dumb delivery'.

Cloudflare does a fair bit of CDN too, but its mainly known for its DNS - Domain Name Server - stuff. DNS being the mapping between a websites handy address (www.boards.ie) and it's 'actual address' (http://172.67.144.191/). Because of this DNS routing ability, its basically the first line of defense against many types of volume based hacking attacks - rerouting malicious traffic to a black hole and allowing 'actual' traffic to access the site unscathed.

Tbh, you've almost certainly seen something like this accessing boards.ie at some point in the past. This is CloudFlare.




I'd also highlight the Digital Ocean IPO of recent times. Already discounted from their launch, and its a solid SME cloud/hosting play that I've good familiarity with. Very good chance of scaling up well or being acquired in a rapidly heating market.

richie123 wrote: »

set your buy limit low and gtc.

I would recommend doing anything but this! I had a gtc buy order set low for a stock that I completely forgot about. The stock crept down over a few weeks and then dropped 12%. I was instantly down 10% on that stock. I was sickened.

I would say gtc are only second to stop losses in the ranks of bad ideas.