2014 share picks

lucky john · 13-12-2013 03:59PM #1

Just for a bit of fun for the season thats in it, how about posting your 3 favourite picks for the new year.

I'll kick it off with mine.

1. Smurfitt Kappa. €15.95 today. Big gains this year but still undervalued. Very sound company with a lot of ground work done to push on next year.

2. Air Lingus €1.28 today. I have them on my short list every year but cross them off because unions, ryanair holding, pensions ect. Sooner or later these negatives will have to be delt with and the positives will drive the share price at last. 2014 has to be the year if they ever intend to make something of this company.

3. INM. €0.12. I know. Everyone has all but given up on these, including myself. But I can't believe that two of the smartest and wealthiest business men in this country have invested in here again without seeing opportunity. They are starting the year with practical a clean sheet so the ground work has been done. INM have practically a monopoly here now and surely ad revenue can only grow in 2014.

euroboom13 · 13-12-2013 06:58PM

iseq

1. bank of ireland(26.3c)
2.inm(12c)
3.ptsb(4.72c)

good luck all!!

Sonnenblumen · 13-12-2013 07:43PM

euroboom13 wrote: »

iseq

1. bank of ireland(26.3c)
2.inm(12c)
3.ptsb(4.72c)

good luck all!!

Euroboom

1. would seem a good bet but #2 & # 3 would suggest you know something nobody else knows?

Sonnenblumen · 13-12-2013 07:46PM

1. Royal Mail Group
2. Greencore
3. RSA Insurance

Penny Stocks
Tomco Energy (Fracking)
Bank of Ireland

euroboom13 · 13-12-2013 09:34PM

Sonnenblumen wrote: »

Euroboom

1. would seem a good bet but #2 & # 3 would suggest you know something nobody else knows?

inm =if deal completed on Monday will be well undervalued.
ptsb= worthless at the moment but is still afloat and I believe ,liquidity in Ireland is starting to return, which may hand It a life line.... pure gamble

1 and 2 best of 2013 recovery plays and more to follow 2014

euroboom13 · 13-12-2013 09:37PM

Sonnenblumen wrote: »

1. Royal Mail Group
2. Greencore
3. RSA Insurance

Penny Stocks
Tomco Energy (Fracking)
Bank of Ireland

Greencore ....tops...watched it all year ,welldone 2013
g.luck

simongurnick · 14-12-2013 01:09AM

short the s&p. This bull market has to correct soon!

Value Hunter · 15-12-2013 12:46AM

Not to sure on how they'll perform for 2014, but here's a couple i'm looking at buying and holding for the next 3+ years

1. Steel and Tube (STU - NZX)

Current price $2.97 with 87.63 million shares outstanding = market cap of $260.43 m

Shareholder equity of $157.18 m = 60% of market cap!

Net Income $16.23 m in 2013.

These guys are going to be the main suppliers for the Christchurch rebuild, and I know categorically that sales in the Christchurch branch will grow exponentially once rebuilding work actually starts.

A simple valuation formula I'll use for here is multiplying current earnings by 15 (a higher rate being used due to the high future growth) and adding it to shareholders equity.

$16.23 x 15 = $243.45m
Shareholders equity = $157.18

Value = $400.63m

Divided by shares outstanding = $400.63/87.63m

Share price value = $4.57
Current Value = $2.97

Potential upside = 53.87%

This is quite conservative in my view, as the market will obviously react very positively to such growth, I believe it could go as high as $6 a share

2. IBM (NYSE) $172.80

Attracted to this for their huge share buyback program. Planning to increase EPS to $20 a share from roughly $14.50 now. Low valuation at present means its one of the few stocks that hasn't been pulled out of value by this bull market.

Expecting it to reach a minimum of $240 per share in 2/3 years.

The fact I can't find a third stock that i'm happy to open a new position with says a lot about the market right now

lucky john · 17-12-2013 08:25PM

"short the s&p. This bull market has to end"

http://qz.com/158290/why-2014-could-be-a-rough-year-for-the-us-stock-market-and-it-has-nothing-to-do-with-the-taper/

History is on your side.

lucky john · 17-12-2013 08:49PM

http://qz.com/158290/why-2014-could-be-a-rough-year-for-the-us-stock-market-and-it-has-nothing-to-do-with-the-taper/

Sorry. Hopefully the link will work this time.

chompdown · 17-12-2013 09:27PM

1. Sirona Biochem
2. Allied Nevada Gold Corp
3. Exxon Mobil

wenxue · 18-12-2013 10:53PM

BOI

ARIA

OSTK

KEY

YGE

ranger4 · 20-12-2013 04:07PM

Bank of Ireland
SOLG
LLOY
BARC.

Interested in food · 20-12-2013 11:02PM

BOI
DCC
Ryanair

lucky john · 21-12-2013 12:06AM

High expectations for BoI in 2014. I hope Richie obliges.

Sonnenblumen · 21-12-2013 10:28PM

IFG delivers a Christmas surprise!:D

In @ € 1.39 (30/10/13)
Current : € 2.10 (+51%, jumped 23% yesterday!!)

Dividend cheque payments currently being posted (Y2.85%) and now I read some reports of possible take-over talks taking place?

Now sitting back and watch how Royal Mail SP will do (expecting more SP uplift) on when it enters the FTSE100 next week!

tommylimerick · 22-12-2013 09:31PM

ostk saw someone else posted this like amazon
cea china eatern airline
ddd 3d printing

Procyon · 23-12-2013 12:35AM

Vedanta, (ved), Indian miner/oiler. Hopefully the share price will bounce back from recent falls.

Genel, (genl), Kurdistan based oil producer/explorer. Will have a good year if politics and the pipeline to turkey are sorted out. Will be digging holes around Africa next year.

Unilever. Sensible share, less risky than the other two.

1st dalkey dalkey · 26-12-2013 04:05PM

Prefer bigger beasts that have been around a while and have lived through this and previous recessions while delivering a dividend throughout.
Also like international exposure, even with the fx risks. Ireland is too small and peripheral, with possible exceptions of Kerry, Ryanair, CRH and a few others lately making shapes (SKG, Glanbia, Greencore maybe).

General Mills (NYSE-GIS) - US$

Associated British Foods (LDN-ABF) - Sterling

Wesfarmers (ASX-WES) - Aus$

Everything is a bit expensive lately, but when will the 'correction' come? Just dripping for now, awaiting the off.

Interested in food · 26-12-2013 09:06PM

I like Gen Mills. They have great brands, supported by consistent innovation and strong spend. Sales for the last half were up 4% but diluted EPS was down. They are $3 off their 52 wk high. They look a little expensive

I also like ABF. They too have great brands like Primark (expanding in Europe) Ryvita, Jordans and great commodities and Agri busiesses. They are at their 52 week high at the moment. They look expensive but certainly one I will take a look at.

simongurnick · 29-12-2013 04:22AM

Tesla Motors (TSLA)
Has already had a huge year,going from $30 to $160, but could still see further growth. Has a lot of short interest right now but if this thing stays on an uptrend the bears will have to close out and that will only push it up more. Elon Musk is a true innovator and could change the auto industry not only with the electric cars, but with their direct to consumer sales.

venividi · 30-12-2013 09:53PM

Barclays Barc
Volkswagen Vow
CLS holdings Cli ~ UK/European commercial prop small cap

Bearish for 2014 though! Lloyds and JPM German equity fund are my only material holdings.
Don't thing anybody is going to get rich on boi this year. That's my guess anyways.....

Sonnenblumen · 30-12-2013 11:21PM

There was an excellent article on interview with former CEO Glanbia.
I'm putting them back high on my radar for 2014.

PHayes86 · 02-01-2014 03:16PM

My first 3 picks of 2014. Speculative buys, expecting at least to double my money as I have researched these well over Christmas and they all have much higher projected price targets, analysts are bullish and there is just general good sentiment and news stories around them.

Xencor Inc (XNCR) - $9.14 (Biopharmaceutical Vaccines)
Venaxis Inc (APPY) - $2.10 (Appendicitis detection)
Tiger X Medical (CDOM) - $0.08 (Biomedical - knee injuries)

Of course do your own research, but these are my picks for the new year.

Good luck for 2014!

euroboom13 · 02-01-2014 03:31PM

PHayes86 wrote: »

My first 3 picks of 2014. Speculative buys, expecting at least to double my money as I have researched these well over Christmas and they all have much higher projected price targets, analysts are bullish and there is just general good sentiment and news stories around them.

Xencor Inc (XNCR) - $9.14 (Biopharmaceutical Vaccines)
Venaxis Inc (APPY) - $2.10 (Appendicitis detection)
Tiger X Medical (CDOM) - $0.08 (Biomedical - knee injuries)

Of course do your own research, but these are my picks for the new year.

Good luck for 2014!

Bit heavy on the $$$,good luck($1.36)

The Cuban · 02-01-2014 08:47PM

Mediatek Inc. (2454.TW) -Taiwan

A mature microchip maker who have over the last 18 months taken a huge piece of the Chinese phone market with their low to mid priced CPUs. Just after releasing a 2 ghz 8 core chip which is now shipping.
They have developed a great business model whereby they sell the phone CPU and motherboard to other Cellphone manufacturers who tailor them (or kit them out) to their own spec. So basically you end up with a huge number of manufacturers installing the Mediatek chips in their phones.
The rate of growth of their market share has really accelerated over the last 5 months , the benefits of which will not be seen until July 2014 dividend which I suspect is going to be very good.
Also with Intel failing to make inroads into the cellphone CPU market with their Atom processors they are soon to go after a chip maker like this, if only to use up the spare cash and spare Manufacturing capability that Intel have.
The Taiwan dollar has lost some ground to the Euro over the last year and with the Euro starting to weaken it should recover again before the end of 2014

Pennystockwhiz · 02-01-2014 09:03PM

Tesco - Still reasonably priced. One of the world's largest retailers, solid record of consistent growth for the past decade. Even we slip back into a recession it should hold up well.

Yahoo - Alibaba IPO expected to happen in the 1st Q of 2014 and Yahoo owns 20% of Alibaba. Up over 100% year-to-date due to cost-cutting, share buyback plan, and speculation over the Alibaba IPO. Alibaba is expected to be valued at $100 billion so that is a key event to look out for.

Ivanhoe Mines Ltd (IVAN) - Trades on the Nasdaq. Canadian mineral exploration company headquartered in Vancouver, British Columbia. Long term play, investors will need to hold for at least 3-5 years and will be rewarded nicely. Run by Robert Friedland, the world's most successful mining entrepreneur in the last 50 years.

wenxue · 02-01-2014 11:18PM

PHayes86 wrote: »

My first 3 picks of 2014. Speculative buys, expecting at least to double my money as I have researched these well over Christmas and they all have much higher projected price targets, analysts are bullish and there is just general good sentiment and news stories around them.

Xencor Inc (XNCR) - $9.14 (Biopharmaceutical Vaccines)
Venaxis Inc (APPY) - $2.10 (Appendicitis detection)
Tiger X Medical (CDOM) - $0.08 (Biomedical - knee injuries)

Of course do your own research, but these are my picks for the new year.

Good luck for 2014!

all stocks under $10,very brave!!:D:D:D:D

PHayes86 · 03-01-2014 02:54AM

wenxue wrote: »

all stocks under $10,very brave!!:D:D:D:D

you have to speculate to accumulate

I'm in for the long haul (hopefully)

wired117 · 06-01-2014 09:42PM

3 unlikely picks. I don't recommend these for any substantial investment but you could have some good volatility and gains.

1. Independent news and media approx 12.5 cents. Massive debts paid down, cost base reducing.
2. Zamano 12 cents. Dog of a share but worth a minimal punt.
3. TEG - 4.5p. Listed on AIM. This share has taken a lot of pain in last few years.

iamfromcork · 08-01-2014 04:33PM

Hey , three stocks i added

Zalicus Inc ZLCS @ $1.13 just today when up 20%
Hansen Medical inc @ $ 1.76
Skypharma SKP.L @ £0.85

Looking into Robo-Stox Gibi Robotics ROBO

Got into Bank of Ireland at 0.07 doing good and AIB at .05 both doing well enough, treating as very Long term . Amgen Inc last march @ 57. Holding all long term.

2014 share picks

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