Share Picks 2022

patsy_mccabe · 22-02-2023 11:25pm

https://www.boards.ie/discussion/comment/120277240#Comment_120277240

Intel generated huge cash flows for years but never reinvested sufficiently to keep ahead of the competition. Cash flows now gone into negative as it tries to catch up.

Supercell · 24-02-2023 2:40pm

US inflation numbers bad this morning (inflation up not down as expected), next fed raise is going to have to be 0.5%, going to be a bloodbath in the markets.

farmingquestion · 24-02-2023 5:02pm

You'd think ultimately, that inflation would be good for stocks right?

Like, prices rarely ever come down. So if things do stabalise, you'd think the higher inflation would mean higher profits than a couple years ago.

Mad_maxx · 26-02-2023 10:44pm

https://www.boards.ie/discussion/comment/120284199#Comment_120284199

Inflation has never been good for stocks, especially non dividend payers , why chase high beta growth when you can get 4% plus from government bonds?

when interest rates are zero, growth stocks shine

Mad_maxx · 28-02-2023 11:45am

I lightened up on my Tesla position yesterday, looks like I cut a little early, still my biggest position so see what investor day brings

padjocollins · 28-02-2023 4:28pm

https://www.boards.ie/discussion/comment/120277295#Comment_120277295

intel had the best horse and carriage for a couple of decades and a lock on it , along came a car . I’ve to reread this article but as far as i remember it gives a great overview https://debugger.medium.com/why-is-apples-m1-chip-so-fast-3262b158cba2

patsy_mccabe · 22-05-2023 10:17am

Anyone holding Ryanair? I've some here since Covid days. Bought circa 9 €. They're back in profit again. Had a sell figure of 17€ in mind. Just have to sit it out.

AnF Chuckie egg · 22-05-2023 8:21pm

https://www.boards.ie/discussion/comment/120626237#Comment_120626237

Why sell a share thats on the up. Why not sell one of the losers instead. Like Peter Lynch said "selling a winning stock and holding onto a loser is akin to pulling up the flowers and watering the weeds"

patsy_mccabe · 22-05-2023 8:51pm

https://www.boards.ie/discussion/comment/120628877#Comment_120628877

Ryanair's current Market Cap is 18.1789 Bil. It generates about a billion a year free cash flow, give or take, every year. All that cash flow goes into growth. No dividend and no share buy backs. I'm between minds, to be honest.

daheff · 26-06-2023 12:05pm

https://www.boards.ie/discussion/comment/120628877#Comment_120628877

you should be holding/selling based on what you feel the share will do in the future. holding a stock that is in profit, but doesnt move much for the next 1,2,5,1020 years isnt a good idea. Why not cash that in and reinvest in another stock that you think will continue to increase?

Similarly selling a loser just because its a loser is not a great idea. It may have bottomed out and may be going to increase (in your opinion).

If you think something is going to keep going down, SELL. If you think something is going to go up, BUY (or HOLD).

One More Toy · 13-08-2023 7:44pm

Anyone have any thoughts on the JNJ offer?

Nody · 14-08-2023 9:49am

https://www.boards.ie/discussion/comment/120973861#Comment_120973861

Yes, don't. They are spinning of brands that are unlikely to grow significantly which is why they are dumping it along with some of their debt (and going into a recession the last thing you want are low premium brands relatively speaking as consumers cut back on their spend due to inflation/recession). In theory you have a 7% discount and could sell them to buy back JNJ but reality is the market is likely to re-price things to not make that possible combined with other trading firms will be the once who can get it done on the second pushing down the share price directly. If you want the spin off you're still better of holding on to JNJ shares and sell them afterwards and buy the depressed new company stock (and that's assuming JNJ can get the full trade completed; if it goes to book building they will go even lower).

Those are my toughts.

Share Picks 2022

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