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2016 share picks

Prezatch

An annual thread that is always interesting... my picks are:

NFLX Netflix 109.96
RYA Ryanair 14.87
VOW3 Volkswagen 119.4
BET Betfair 38.69

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Hibrasil

Intrexon Corporation I5X.F (Frankfurt) €27.40

Pilgrim's Pride Corporation 6.PPF (Frankfurt) €20.35:)

Cute Hoor

Banco Santander €4.36
CRH €26.39
Daimler €73.19
Moncler €12.23

Hopefully to make 10% at some stage in 2016
Well done JoeyD, on starting the topic, and being 10% up already on VOW

Happy new year investing to all

markjbloggs

DDD - 3d Systems = $9.74
HIMX - Himax Tech = $8.21
KMI - Kinder Morgan = $15.12
CENX - Century Aluminium = $4.25

The spiv

ATNM- Actinium Pharmaceuticials -$3.11
BBRY- Blackberry- $8.86
OPKO- Opko Health Care- $9.83
SUNE- Sunedision- $5.66

Earleybird

Irish concentration of BoI, PP, RYA, Dalata, H REIT and Aryzta

I would be a little nervous about returns in 2016 considering worldwide events though, I would hope that Ireland is still viewed as a success story for investment if we see a big sell-off globally in the next few months.

Andrea B.

ASSA ABLOY AB (STO) = SKK 172.6
NXP SEMICONDUCTORS (FRA:VNX) =€0.7486
Foundation Medicine Inc (NASDAQ) =$19.48
Datalex PLC (ISEQ) =€3.05

Thargor

Earleybird wrote: »

Irish concentration of BoI, PP, RYA, Dalata, H REIT and Aryzta

I would be a little nervous about returns in 2016 considering worldwide events though, I would hope that Ireland is still viewed as a success story for investment if we see a big sell-off globally in the next few months.

Im wondering about investing anything in 2016 tbh, everything on my watchlist is flat or down, never seen it this bad.

daheff

Thargor wrote: »

Im wondering about investing anything in 2016 tbh, everything on my watchlist is flat or down, never seen it this bad.

I'm thinking that 2016 is going to be a year of buying on the dips and selling on the peaks. From what I can garner of commentary, its going to be a volatile year, but volatility=profits if you buy/sell at the right time.

This year I'm still long BKIR, HBRN, KYGA and can see good times for UNA.

outside bet is PZQA (Providence)

Long USD/GBP short EUR :eek:

Atlantic Dawn

NFLX Netflix $116.33
RTN Raytheon $125.08
TSCO Tesco £140.39

_Tombstone_

Netflix...can only go up after today.

http://www.cnet.com/news/netflix-goes-live-in-130-new-countries/

newacc2015

Chipotle: (CMG):$426.72 Their share price has been destroyed as they have been connected with countless cases of food poisoning etc. It can be addressed with supply change/company policy changes

Macy's Inc (NYSE:M) $36.14 The value of Macy's real estate holding is about $20bn but the shares value the company at around $12/13bn. It should benefit from a recovering US economy and cost cutting

Cairn Homes (CRN) €1.18

kenmccarthy

Wouldn't touch vw....lots of pain ahead.
Ryanair still 'safe bet' .
Netflix does look like a punt.
Still got a bucket load of BOI..... It'll be a slow - burner. ....medium to long term punt

lucky john

all my picks are looking beyond 2016 with 2017 as a minimum time frame.

Smurfit Kappa 22.80 US buy out target???
Bank of Ire .3375c Dividends on the way
Audioboom (Boom; AIM) .0437p Boom maybe. Bust..not impossible, but its market positioning is good.
Tesla (TSLA;Nasdaq) $219. What can I say. I like the company and believe it will go all the way. put me down for the 2020 Picks on this one as well.

Prezatch

Thargor wrote: »

Im wondering about investing anything in 2016 tbh, everything on my watchlist is flat or down, never seen it this bad.

I'm slightly concerned also - it seems that no matter what market you invest in be it Asia, Europe, US... if one ship goes down it drags the others with it. Diversification amongst markets doesn't seem to be as strong a card to play these days as it would have been in the past.

It is a psychological battle half the time as you watch your own holdings drop on the back of no specific news related to those holdings, just simply general market momentum.

newacc2015

Thargor wrote: »

Im wondering about investing anything in 2016 tbh, everything on my watchlist is flat or down, never seen it this bad.

Oil is a disaster and no one knows how low it will go. US producers have to keep up production to pay off their shale bank loans, while OPEC is afraid to lose market share(they also want the US oil producers to go bankrupt).

Pharma I think is a dodgy choice. A few US presidential candidates are talking about dealing with the likes of Glidead charging $100k for a Hep C treatment. Although I think Clinton has so much "donor contributions" from big companies, that she will change nothing. I think with Sanders or Trump you could see some action on it. But neither of them will likely be elected.

Thargor

British housebuilders maybe, Lots of big Tory investors and their mates in there and UK is badly in need of housing.

Wonder if China is just going to drop and trigger the circuit breakers every time they try to open now though? There could be weeks of chaos from this ahead of us.

alb

Still holding bitcoins.

Will come back with my share choices for 2016 when the arse stops dropping out of everything else.

For ever odd

Anything that does not break below last year's lows (August 24 in most case's) by month end, goes on my watchlist.

Probably be a short list.

RobertKK

I have nothing picked yet, Cellectis ALCLS, if price goes to €23 or lower. Pfizer will likely buy them out at some stage.

But with the current turmoil, knowning where the bottom is would make one some nice money, but a lot of different fears out there. For now I am just watching.

Thargor

alb wrote: »

Still holding bitcoins.

Will come back with my share choices for 2016 when the arse stops dropping out of everything else.

How did you get on with Bitcoins?

alb

Thargor wrote: »

How did you get on with Bitcoins?

Note sure what you're asking specifically but fine, I've been interested in it since 2013. I've been regularly posting on the bitcoin thread on this board, I'll probably post my recent thoughts over the weekend there. Bitcoin has rallied a bit in the last couple of days while the stock markets have been diving.

Thargor

Actually maybe Im confusing you with a guy on Propertypin, nevermind...

_Tombstone_

Anybody get in on Home Retail Group before Sainsbury offer?

Thousands of Argos jobs at risk if Sainsbury's deal is struck

Did Amazon scare Sainsbury’s into a desperate Argos bid?

Sainsbury's bid approach for Argos owner Home Retail rejected

T L

Highest expectations:
YGA Kerry Group 75.43
ATVI Activision Blizzard 36.05

Keeping an eye on:
VOW3 Volkswagon 115.05

Who the heck knows but I got in @ 3.45 in Dec, held through the recent up/down and will prob increase my holding now since I still believe...:
SUNE Sunedison 3.54

Would love to buy but @4k/share it would skew my (small) portfolio too much:
BET Betfair 3,970

Longer term holds for slow and steady growth:
MSFT Microsoft 52.90
SBUX Starbucks 57.14

Prezatch

T L wrote: »

Highest expectations:
YGA Kerry Group 75.43
ATVI Activision Blizzard 36.05

Keeping an eye on:
VOW3 Volkswagon 115.05

Who the heck knows but I got in @ 3.45 in Dec, held through the recent up/down and will prob increase my holding now since I still believe...:
SUNE Sunedison 3.54

Would love to buy but @4k/share it would skew my (small) portfolio too much:
BET Betfair 3,970

Longer term holds for slow and steady growth:
MSFT Microsoft 52.90
SBUX Starbucks 57.14

Betfair price is quoted in cents. So its really £39.70

T L

JoeyD wrote: »

Betfair price is quoted in cents. So its really £39.70

You know that feeling when you feel really silly?

Like, really really silly?

Sonnenblumen

Additional positions on:
National Grid
United Utilities Group
IFG Group
Dixons Carphonewarehouse

New (2016)

Legal & General
BAE Systems

Pending
AstraZeneca ?
Royal Dutch Shell

Grecco

Applegreen plc €5.10
These guys are making a fortune on the back of cheap Oil, oh yeah they pass on the full savings to the consumer don't they

Bitcoin -1bt/€423
The greenback rising will put pressure on developing nations with loan repayments made in dollars possible defaults looming.
The Chinese will devalue the Yuan again, Euro-land printing, the yanks will have to back down from any future interest rate hikes.
Investors increasingly using Bitcoin as a safe haven.
Expect Bitcoin to be the best performing Currency in 2016 again by a mile.

And for a decent punt which should reap rewards this year
Chaarat Gold (CHG-L) £0.06 Sitting on one of the largest and richest undeveloped Gold mines in the world. Market cap of £17 million. Definitive feasibility study due any day now. Already has a Chinese mining company China Nonferrous Int'l Mining Co. Ltd holding under 10% of the stock. Hell the Chinese banks would buy this in the morning given half a chance.
This is a potential 20X bagger.

Thargor

Grecco wrote: »

And for a decent punt which should reap rewards this year
Chaarat Gold (CHG-L) £0.06 Sitting on one of the largest and richest undeveloped Gold mines in the world. Market cap of £17 million. Definitive feasibility study due any day now. Already has a Chinese mining company China Nonferrous Int'l Mining Co. Ltd holding under 10% of the stock. Hell the Chinese banks would buy this in the morning given half a chance.
This is a potential 20X bagger.

Nice one thanks, definitely a punt but Ill be researching this on Monday, very promising looking.

Grecco

Thargor wrote: »

Nice one thanks, definitely a punt but Ill be researching this on Monday, very promising looking.

Its a punt so no mad gambles Thargor, it could well be sitting for months doing nothing so you`ll need patience too!!