Share Picks 2026

JVince · 17-12-2025 01:32PM #1

Thought I'd get this started.

My safe pick for 2026 is Nestle (currently 79 chf - swiss. Can see it getting back over 100)

I'm a commodity market anorak. Cocoa prices are down hugely, (50% YOY) sugar prices are down, (25% YOY) butter and milk prices are down and coffee prices have started a downward trend (10% in the month and definite trendline).

All of these are majoring cost inputs for Nestle and as pricing contracts get renewed they will be at much reduced levels which will feed into the bottom line.

My gamble is Intel - back to $50+++

A lot of investment in Intel. Share price was very depressed. Had froth over $40, but is worth a punt around $36/$37. I really think lip-Bu Tan has the measure on Intel and will get it back as a key player in chips. When comes to big tech, a great leader can really transform a company and I think he's up there with the best.

Nody · 17-12-2025 03:28PM

https://www.boards.ie/discussion/2058429958/share-picks-2026

I think you are to optimistic on the turn around time for Intel; we already know the design for the next two generations (let's only say AMD is laughing to the bank) so you'd be looking at minimum 3, most likely 5 years before a new chip design would come into play. That's assuming they can make something drastically improved on a new chip design while AMD keep evolving their offerings; Intel have lost both on server and stand alone chips due to not innovating for a decade and that's what allowed AMD to catch up. Intel's best bet would be a Taiwan invasion but they don't produce the relevant chips to replace most of that either as they have not had the money to invest in the latest FAB equipment for 1/2nm etc. that's already in use. Add in they dumped their graphic division which was a potential route in for AI chips (Hi Nvidia investment) and having state ownership is never a positive long term. In summary Intel has built up a very big debt in innovation and design which is not something that can quickly be changed by a new CEO; those will take years to recover let alone regain the confidence again of their customer base and keep in mind Intel are planning their third generation out today (that's due in 4+ years time) giving you an idea of the lag for changes to happen.

Going back to the topic at hand; I'm looking at Canada & the UK mainly because I think the USD will continue to weaken (and it's a big question mark in general due to valuation). The reason I'm looking at the UK is for insurance companies with global reach such as Admiral group PLC. Secondary to this I'd start to look at Ukraine rebuilding related companies (still trying to find a suitable mix) as I think a lot of money will flow in there when the war ends (be that 26, 27 or later but relatively soon) for infrastructure etc. The Canada pivot is based on the fact they are going global rather than tying themselves down to the USA which means once relations improve with the USA again (which will take years) they will be a stronger competitive player ready to take on US companies that got lazy under the tariffs.

JVince · 17-12-2025 11:05PM

Intel is a gamble, but if it starts to show signs of life, it would move nicely.

AMD would be another I watch, but it's a bit frothy at the moment - but not too much.

Dollar is something to watch and could go 1.25 in Q1

Ukraine rebuilding is worth looking at as it will be billions. CRH, even after the recent jump might be a safe bet

PowerToWait · 30-12-2025 06:10PM

https://www.boards.ie/discussion/comment/124077149#Comment_124077149

I've had Fairfax Financial for 18 months or so. It has done very well. In hindsight I should've added again during recent pull back to 2300 CAD. Same old story.

Obviously another year of of the USD declining will be very bad news. I have heard predicions as dramatic as another 10 percent. Could you see it as an opportunity, if you believe it will eventually come back? Eventually….

Nody · 30-12-2025 09:49PM

https://www.boards.ie/discussion/comment/124104093#Comment_124104093

I could see it get weaker but I doubt it would be 10%; there's a lot of issues hitting the US economy over 2026. There's first the fiscal budget (only extended to Jan 2026 but more can kicking will come I'm sure), then there's the ACA tax credits that expired which will double to triple the cost for most US households taking away money from an already tight economy. Fewer tourists reducing again the local economy, the likely loss of the house in November making Trump's attempts to get a budget and funding through even harder, the fact the Feds already said it was a borderline reduction on interest rate which means the rate drop will be slower going forward (even with Trump electing a new Fed chair the fact is the other chairs were re-elected early in October to make sure Trump can't replace them and hence the number of Trump sycophant votes are limited). This is before we'd talk about things such as a potential war with Venezuela (in some form), reversal of tariffs etc. that could throw an unknown wrench into things for sure.

Now that's purely what's going on in the USA but many investment firms have stated to switch to Europe instead of USA as well which could trigger further outflow of money. I've made a best guess that end of 2026 / beginning of 2027 is when the crash comes after the November election between the economy getting worse all year along, the fiscal budget decision going pear shaped and Trump becoming a lame president acting even more irrationally as he can't get his way and the fact a correction is due (as the stock market is currently snorting low interest rate loans as basis for AI investments etc.). It's not one thing in my book but all the items simply adding up until one item trigger the mood music to change and people question the value of AI (which is useful yes but not to these bubble valuations of "it will magically be great value in the future, trust me bro).

I'm still (and will continue) to monthly save in my global funds (50%+ US stocks), S&P500 ETFs etc. but I'm unlikely to choose individual stocks on the US market currently and have pivoted to Europe and Canada as noted above.

DublinWriter · 01-01-2026 05:13PM

I think we're facing a major melt-down in 2026.

Consider that NVidia currently has a market-cap greater than the entire GDP of the UK and the madness becomes evident.

Like the dot-com bubble, when (not if) the AI market collapses, it will take the entire market down with it.

Once stock I wouldn't touch with a barge-pole would be Tesla. Their collapse will make Enron look like a bad-hair day.

My own position for 2026 would be in the top 5 Chinese EV manufacturers, gold bullion and Bitcoin.

Nody · 01-01-2026 05:25PM

https://www.boards.ie/discussion/comment/124108733#Comment_124108733

I'd never touch anything Chinese; it makes Trump look like a libertarian when it comes to market manipulation and for example an invasion of Taiwan would zero out every Chinese stock in value. Bitcoin may get a shot in the arm from free cash handout that Trump keeps talking about but as that's not confirmed and it tend to correspond to stock market performance it's not something I'd bet big on with a market crash looming ahead.

DublinWriter · 01-01-2026 05:53PM

https://www.boards.ie/discussion/comment/124108751#Comment_124108751

If you own anything Apple, then the irony isn't lost on me.

Even if China invade Taiwan, the majority of their equities are traded via HSBC in the Shanghai market.

I'd be more worried about the USD losing its status as a reserve global currency as BRICS countries are moving to other currencies for trading.

As for Trump and the free cash handout? Won't affect Bitcoin in the slightest. Even if it does happen, the combination of personal debt and inflation in the US right now will just absorb it like a sponge. The average American doesn't even have a 401K, never mind a Coinbase account.

Nody · 01-01-2026 06:30PM

https://www.boards.ie/discussion/comment/124108810#Comment_124108810

It's not that American's don't have savings (they don't; 75% of all Black Friday spend was on credit and about half of it was stated it would not be paid off in 30 days…) but that people see "free" money and go spend happy like a drunk in a liquor store (same way they waste their tax returns buying expensive cars in March every year only to get them repossessed a few months later when they can't keep up with the monthly payments). That's what could help drive up bitcoin because people go "Oh I'll get rick quick now" as the bitcoin companies are all falling left, right and center (who would have guessed that a company owning crypto should not be valued at more than the crypto they hold…). If the stock market starts to go down further then bitcoin is likely to be fire sold further and keep driving the price down.

As for China; the problem is not that they stocks can't be traded but that Chinese products will be blocked from being imported in general (barring essentials and cars would not fall in that category). As well I'd expect further trade barriers will be raised in other countries to stop the dumping going on driven by the local manufacturers basically to stop Chinese cars going forward. Without export the Chinese car companies can't survive as they have already over saturated their shrinking home market as is.

DublinWriter · 01-01-2026 08:01PM

https://www.boards.ie/discussion/comment/124108906#Comment_124108906

Forget about Americans. Even the middle-class there are out the Wazoo on student debt repayments and medical insurance. The rest? They treat a credit-limit as a credit-target as you said.

For starters, these people don't invest in Bitcoin. They don't even have 401ks.

The classic pattern has always been when equites go down, money tends to migrate to the safe-haven of precious metals and bonds. With China selling off all their US bonds recently, it only leaves metals.

As for Bitcoin? As the global go-to currency for drug and weapons trading, it's not disappearing anytime fast. If you think investor sentiment has any influence on it, then you need to do your research.

As for China? I'm seeing more BYD on Irish roads and dealers springing up nationwide. The EU is forging more trade-deals with China in the face of the lunacy of the Trump administration.

The bigger macro-pattern here is that we're watching the death of the American empire and money and influence heading towards the east.

.

howsshenow · 04-01-2026 07:49PM

Screenshot_2026-01-04-18-38-26-11_e4424258c8b8649f6e67d283a50a2cbc.jpg

I've tipped ARIZONA METALS already recently - get your research done sentiment is turning, Lots of newsflow coming in Q1. Forget about getting in at the bottom.

https://x.com/allanbreports/status/2007777359068344553?s=20

https://x.com/AzMetalsInvest/status/2007617020024819887?s=20

soirish · 04-01-2026 08:11PM

Ideas for Venezuela related stocks.

$ASHM – Largest distressed debt holder. Bonds currently 10–20¢; post-restructuring recovery estimated 30–55¢ = 2–3x potential.

$HLI – Primary advisor to Venezuela Creditor Committee. Earns success fees; “picks and shovels” play in complex sovereign restructuring.

$LAZ – Experienced in complex sovereign restructurings (Greece, Ukraine). Venezuela’s debt stack is among the most complex ever = high advisory fees.

Paris: TE (Technip) – Historical architect of Venezuela’s oil infrastructure. Likely to receive no-bid contracts for urgent repairs/upgrades.

$GHM – Supplies critical vacuum ejector systems for heavy oil upgrading. Essential for revamping Venezuela’s oil industry.

$TRGP – Operates key diluent export terminal (Galena Park, Houston). Immediate volume spike expected as Venezuela shifts from Iranian to US diluent supply.

Panama: MVZ.A / MVZ.B (Mercantil) – Venezuelan-origin bank with US ties. Logical bridge for dollarized remittances, aid, and capital flows into reconstructed Venezuela.

$CVX – Maintained presence, licenses, and operational knowledge in Venezuela. Positioned for fastest production ramp-up post-sanctions relief.

$VLO / $PSX – Gulf Coast refiners configured for heavy, sour Venezuelan crude. Return of cheap feedstock would significantly expand refining margins.

Stormington · 10-01-2026 07:53PM

RIVN. The bigger the base the higher in space. Above is W and below is Daily. As long as she keeps above the 17.8 mark then there's a move to 25 to look forward to. There is very little volume above 40 so most buyers above there have given up, allowing freedom to move. There are bids in at 12, 15 and 18 for bad news days to add if price goes lower. Not interested in selling any for 2/3 years even if markets are a mess from Chinese New Year to US midterms.

littlevillage · 13-01-2026 03:52PM

My portfolio coming in to 2026 is heavy on Defence stocks and Materials (Rare earths, Uranium, precious metals). All big winners last year, don't see any reason to change those.

I am fairly heavy on Healthcare/Biotech/Pharma too which was mediocre last year, but there has to be a turning point here, hopefully 🤞

Special thanks to last years tipsters who nudged me towards United Health and Nebius still tipping along nicely

littlevillage · 13-01-2026 03:55PM

As regards tips.... I would suggest ETF's and funds as a way to get into themes (if you can figure out the taxation nonsense).

And maybe two standouts I have invested in recently

Eli lilly

Boeing

patsy_mccabe · 13-01-2026 05:08PM

Expected to see stock prices down today after a small jump yesterday, but no, up again. Trying to figure out when to sell can be as difficult as when to buy. Being a procrastinator seems to be a good trait in investing. My worst performing stock on my portfolio (intel) is only -10% now.

robman60 · 15-01-2026 12:00AM

Adobe valuation looking attractive at this level. The perceived AI threat seems a bit lacking in particularity and is somewhat reminiscent of the perceived threat to Alphabet a year or so ago. It's growth is still impressive and it is buying back a lot of stock at these lower levels. Planning to buy some more at or around these levels, once I pay my next tax bill.

JVince · 20-01-2026 10:20PM

Rather happy with my little Intel bet. It could be a big winner due to the capacity constraints in the chip market.

Cloud flare (NET) has been on my radar for a while and bought some today at 177.

They been buying up some smaller players and seems set up for some strong growth. Large debt but also large cash pile.

crushproof · 21-01-2026 09:29PM

Finally happy to see Intel jumping, thought I was an idiot when I bought for 40 and saw it quickly drop to 20. Hopefully some more in the tank and I'll sell half and keep the rest to see where it ends up.

MfMan · 23-01-2026 03:06PM

https://www.boards.ie/discussion/comment/124168831#Comment_124168831

Bit of a correction today following underwhelming results. Further buying opportunity coming up or one to avoid for now?

littlevillage · 23-01-2026 08:07PM

Intel taking an absolute pummelling today. Might take a little nibble. It'll probably rebound on Monday

howsshenow · 24-01-2026 03:13PM

Last call for getting onboard the Arizona Metals "Lassonde Curve"

....... As the complex realities of mine development set in, the “hot money” speculators get bored and sell their shares. This leads to a significant dip in perceived value, often called the

“Orphan Period.”

The stock price can drift lower for years, even though the project is technically advancing. For the savvy, long-term investor, this dip often represents the best risk-to-reward entry point.

Thargor · 24-01-2026 08:59PM

https://www.boards.ie/discussion/comment/124175738#Comment_124175738

Consensus seems to be its some kind of fraud, are you worried about that?

howsshenow · 25-01-2026 10:56AM

Consensus of a FRAUD - Wow; You'll have to share your sources for that suspicion because I haven't seen any.

I know I am intruding on a mainly Blue chip - Mag 7 board but I don't cast any aspersions on the logic or metrics for investing in these - Its working for you so please keep investing there.

I post here for the few that are interested and hopefully we can see the Arizona metals story emerge & develop and make some euro along the way.

There's a fascinating story of a Mining exploration FRAUD at the BBC radio podcasts on the Bre-X scandal - That happened in the jungles of Indonesia!

Re Lassonde Curve - Feasibility Phase (The “Orphan Period”)

Following the initial discovery, the project enters a period of detailed analysis known as Feasibility Studies. This is the most critical and misunderstood phase of the curve. The excitement wanes as the company stops releasing flashy drill results and starts the boring, expensive work of engineering, environmental permitting, and economic modeling.

"Results for this phase are due this Quarter…" Dyor

https://smallcapinvestor.ca/the-lassonde-curve-understanding-the-mining-life-cycle/

Screenshot from 2026-01-25 20-37-26.png

Thargor · 25-01-2026 10:17PM

https://www.boards.ie/discussion/comment/124178084#Comment_124178084

Okay sorry consensus was a strong word but from a quick scan of Reddit and Yahoo Finance a lot of investors are using the term, how does a company like this drop 95% with no end in sight when precious metals are on fire for the last year?

howsshenow · 26-01-2026 08:18PM

I put it down to momentum. The Speculator private investors move money to what ever is rising and it was a brilliant strategy last year. Loads of Companies in the space multi bagged on momentum and hype. A lot of that new money will be piled into the next moving stocks in the sector…

Consider an Irish connection - Group Eleven resources drilling for Zinc on the Limerick/Tipp border, a high Grade DISCOVERY in the middle of farmland that when ever they find the outline of it and detail drill, it wouldn't be mined in the next 20 years! It has a market cap of $218million. People are just speculating that it will be bought out…

Arizona metals has a defined measured resource 10 million+ tons after years of expensive drilling that realistically could be producing real Gold, Copper, Zinc and Silver within 3 years and it is valued at $110million. Plus it has a realistic second open pit gold mine possibility + very desirable Vms exploration ground. The Ceo and Chairman are veteran underground Mining engineers for good measure.

Go figure.

Nothing that is not explained by the…."Lassonde Curve"

(The price ran too high previously because speculators overestimated the size of the deposit and expected the Company to find a second large deposit on their adjacent Vms exploration ground within a short period. That didn't happen.)

bcklschaps · 26-01-2026 08:29PM

https://www.boards.ie/discussion/comment/124182877#Comment_124182877

Thanks for your contribution to the thread but my advice would be to avoid individual small miners and diversify as best you can with some kind of funds.

Remember Tawana Resouces?

crushproof · 27-01-2026 09:55AM

https://www.boards.ie/discussion/comment/124173252#Comment_124173252

I should have pulled out fully, didn't expect that big a drop. I can see it returning to $50 due to it's links now to the US gov but I don't see it reaching the highs that many are expecting.

JVince · 27-01-2026 10:14AM

https://www.boards.ie/discussion/comment/124173252#Comment_124173252

https://www.boards.ie/discussion/comment/124166069#Comment_124166069

I delved a bit deeper into the Intel results and I found them to be quite strong behind the headlines. Cost cutting has brought costs down substantially. 20,000 less employees (net of the Altera employees). Strong cash position and now heading in the right direction. Lip-Bu Tan is one of the best possible leaders out there and just like Nividia, Apple, Meta, a great leader can really make a difference. I reckon once the supply line of materials into them cranks up, they'll be churning out the chips as fast as they can.

Question is when that supply line will free up materials. I suspect Q2.

Very happy with Cloudflare 😁, I still think it has a lot of room to travel.

marathonic · 27-01-2026 01:34PM

UNH is one investment many of us hold. They, together with their peers, are down significantly after the Medicare proposals yesterday.

UNH also reported earnings today. The earnings weren't too bad so the 16% premarket drop is related to the Medicare news (Humana is down about the same amount in premarket whilst CVS are down 13%.

It could be worth watching these over the remainder of the week - though all are heavily exposed to ever changing Whitehouse policy risk.

Doodee · 28-01-2026 09:31AM

Thanks for the tip on Arizona Metals. Up 35% for me. Only a small nibble so will see how it plays.

Share Picks 2026

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