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Hi all, please see this major site announcement: https://www.boards.ie/discussion/2058427594/boards-ie-2026

Share Picks 2026

24

Comments

  • Registered Users, Registered Users 2 Posts: 4,102 ✭✭✭antimatterx


    Buying some United Health at $280. Earnings were a bit ropey but revenue is growing. p/E of 15 atm.It's cheap.



  • Registered Users, Registered Users 2 Posts: 15,941 ✭✭✭✭Supercell


    Picked up some iShares S&P 500 GBP Hedged ETF Acc (IGUS.L) in my AVC today, wish I'd known about it before yesterday. With Trump hell bent on dollar devaluation it seems prudent for now.



  • Registered Users, Registered Users 2 Posts: 181 ✭✭howsshenow


    Reply to Doodee

    The time has come for a huge rerate in that sector (with appropriate cautions).

    I don't feel my opinions are welcome on this Safe Stocks thread so I will create a "Resource Stocks 2026" thread this evening with advisory warnings. See u there

    Post edited by howsshenow on


  • Registered Users, Registered Users 2 Posts: 18,451 ✭✭✭✭Thargor


    How could you be up 35% or am I looking at the wrong ticker?



  • Registered Users, Registered Users 2 Posts: 6,425 ✭✭✭Doodee


    Got in at 0.57 CAD



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  • Registered Users, Registered Users 2 Posts: 1,284 ✭✭✭bcklschaps


    By a quick Google the last time the SP of Arizona Metals was 0.57 CAD was about 16th Dec. 2025. @howsshenow didn't tip the company here til 4th Jan. Soo did you receive the 'tip' before it was published here to everyone else 🤔

    Screenshot_20260129-231238.jpg


  • Registered Users, Registered Users 2 Posts: 4,437 ✭✭✭littlevillage


    Silver and Gold taking a battering today.

    Stick or twist time for anyone holding related equities 🙄

    I hate setting stop losses because the sharp traders who pay for Order flow information can see those and seem to be able to force down the Share Prices momentarily to hoover up stop losses before allowing it back up again.

    1000057422.jpg

    I know I'm the sucker, I just make sure my stop losses are still the right side of my BEP.



  • Registered Users, Registered Users 2 Posts: 17 432Hz


    Are you using Degiro? I got burned with stop loss function on that before. The price dived to my stop loss and jumped back up again. It may have been a low volume stock but was nasty. Having said that, it happened the other way too when a GTC order I had got filled way below the asking price and got a 1k profit almost instantly.



  • Registered Users, Registered Users 2 Posts: 4,437 ✭✭✭littlevillage


    I use Degiro. Its all a bit vague whether or not Degiro or its partners sell Order Flow information. Seems to be a tightening of regulation in EU this year but who knows. It all seems too much of a coincidence that Share Prices can be manipulated like this.



  • Registered Users, Registered Users 2 Posts: 6,119 ✭✭✭daheff


    I use T212 and Degiro. I've stopped using stop losses as no matter where I set them I always seem to have them picked off. Far too frequent for it to be random. Even if I set a stop loss 10-15% wide of market i would see a quick drop to my level (or below) and then a market recovery.



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  • Registered Users, Registered Users 2 Posts: 6,425 ✭✭✭Doodee


    28th of Nov is when I bought it and it was after seeing the tip on boards.

    https://www.boards.ie/discussion/comment/124018783/#Comment_124018783



  • Registered Users, Registered Users 2 Posts: 18,451 ✭✭✭✭Thargor


    Fcuk me Im down 45k this week.

    Wonder if I should just sell up for a while, you know its all going to end in tears with anything Trump touches.



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    I'm down more this week due entirely to one stock but see no reason to change what I am doing. Not going to divest. Not doubling down or anything like that. It isn't the focus of my investment strategy at the moment, just holding on to it as it is a perfectly fine stock.



  • Registered Users, Registered Users 2 Posts: 4,437 ✭✭✭littlevillage


    Today was rough.. But I don't think theres any need to panic sell or anything just yet.

    Could be a big bounce again next week depending on what Trump does in Iran.



  • Registered Users, Registered Users 2 Posts: 390 ✭✭Bocadilloo


    I'm starting to lose faith in investing for the first time. Been thinking of selling up the lot till Trump is gone. Completely non sensical stuff in the markets these days. Huge sell off in gold and silver for not much reason. Crypto is starting to look terminal. Feels like the hedge funds and big banks have gotten in with the goal of crashing it altogether. The US is just carnage these days..



  • Registered Users, Registered Users 2 Posts: 7,663 ✭✭✭amacca


    I'm not claiming to have any special insight here and take his for what it is...a complete amateur offering an opinion

    This could be coming from a place of dangerous levels of ignorance but gold and silver thing wasn't necessarily surprising to me.... (easy to say after the fact :) …..I wouldnt have been confident in the timeline or able to short it in advance) .... well gold anyway (a lot of silver is a byproduct of gold production as I understand it so that's a natural constraint and silver is required in manufacturing/has uses so you might expect it to behave quite differently as it should be underpinned by a different type of demand and settle at an entirely different pricepoints and not move in lockstep over a longer time period)

    Anyway as I see it, Gold has been on a tear for a lot of reasons......people see it as a safe haven....the more uncertain investors feel the more they turn to it, then the easily led fomo in as they see the price skyrocketing..

    Then there appears to have been a lot of central banks/countries purchasing....if I'm not mistaken China just spent 13 months purchasing gold as they look to not be as dependent on good old dollar under the orangutan ...that has either come to an end or its signalled to come to an end

    Without that demand and buying the price probably goes down or if its signalled to end soon those speculating due to that probably want to take their profits and run.....

    The Graph for gold doesnt looks unlike an exponential to me (if you squint and are selective with your timeframe!)...I don't think anything that ramps up like that ever stays up like that, it could well settle at a high level in the medium term but it cant keep going up forever (if it does were all fucked)..... anyway anyone that isn't a gold bug wants to take their profits while they can.... and that anyone doesn't have to be small time retail traders..couple that with large buyers like China coming to an end of a purchasing program and you have downward pressure

    Thats my thesis anyway....We live in interesting times



  • Registered Users, Registered Users 2 Posts: 4,102 ✭✭✭antimatterx


    At the risk of being a value trap, I bought PayPal. ~8 PE.

    I'd like Figma if it went to ~$10



  • Registered Users, Registered Users 2 Posts: 3,776 ✭✭✭MfMan


    Flutter getting a daily kicking the past few weeks. When's it all going to stop?



  • Registered Users, Registered Users 2 Posts: 289 ✭✭Layne


    Testing times that's for sure.

    AMD down 12% after beating on top and bottom lines, and increasing forward guidance. Up alot in the past year or two but the reaction still a bit of a head scratcher.



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    I changed my recurring payments over to credit card a few days ago. I am happy enough with current security approach from the credit card company that no large frauds can be done at my expense so even though I have stuck with PayPal longer than most I don't see the compelling argument for it that once was there. Young People might even think PayPal is old fashioned. Won't close my account but don't see myself send large volumes of money through it.



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  • Registered Users, Registered Users 2 Posts: 17 432Hz


    Seems those holding cash or gold are already 2026's winners. How will the year end I wonder…



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    I am in a share which tracks the fortunes of Microsoft because it attracts similar customers and I have no expectation that my share recovers until Microsoft recovers.



  • Moderators, Category Moderators, Arts Moderators, Business & Finance Moderators, Entertainment Moderators, Society & Culture Moderators Posts: 18,647 CMod ✭✭✭✭Nody


    Basically the assumptions on results were higher than what they achieved in practice; simple as that really.



  • Registered Users, Registered Users 2 Posts: 4,437 ✭✭✭littlevillage


    Share price reflects the hopes for the future, not the glories of the past.



  • Registered Users, Registered Users 2 Posts: 924 ✭✭✭bored65


    IMHO a lot of b2b saas companies are oversold, AI won’t replace all of these companies with some dude in a basement using claude or cursor, these companies have access to same tools and already have moats they can build higher and faster

    got Uber and more Microsoft

    Buying later today once market open for first time CRM, WDAY and ZOOM

    Staying the hell away from PayPal there’s a company that will die and deserves to die



  • Registered Users, Registered Users 2 Posts: 15,941 ✭✭✭✭Supercell


    Moved my work (Mercer) pension fund to cash/bonds at the start of the week. With Trump's Tariffs etc etc and AI seemingly in a bubble or about to be the tech that eats other tech (SaaS for example) i'm just going to wait out until US midterms are done to see the lay of the land. I'm about 5-7 years from retirement and a big hit would be pretty much devastating at this point, market is just far to volatile right now. my far smaller AVC PRSA is mostly cash too now after I sold up EQQQ but am still holding some IGUS in there. Sitting on my hands



  • Registered Users, Registered Users 2 Posts: 924 ✭✭✭bored65


    good call if I was this close to retiring myself I be very nervous too

    Everything is crashing from stocks to metals to crypto

    Interesting times we live in



  • Registered Users, Registered Users 2 Posts: 446 ✭✭Soc_Alt


    Hi All

    I simply want to invest using my Revolut App into an Index fund

    Which index fund do people recommend?



  • Registered Users, Registered Users 2 Posts: 924 ✭✭✭bored65


    Also picked up fiserv, knowing my luck they all implode now 😂

    But could be worse, can’t look at crypto today

    Edit: oh wow wtf AMZN

    Post edited by bored65 on


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  • Registered Users, Registered Users 2 Posts: 2,804 ✭✭✭JVince


    I'm involved in online retail.

    Payment via PayPal was down 31.2% in Q4 over same period in 2024.

    Sales were up 14%, so real drop of PayPal was close to 40%.

    Primary reason is most customers have their card details auto filling in checkouts and find it much handier than PayPal - quite the reverse of a few years ago when it was easier to pay by PayPal.

    So I'd be wary of PayPal.

    Other parts of their business such as Braintree, are very low margin



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