2016 share picks

Thargor · 10-01-2016 12:56AM

Yeah thats what I was thinking, definitely looking into it though, it looks like one of those companies on your watchlist that you dont even remember why you added then suddenly it shoots up 100% in a day

10-01-2016 06:55PM

Leroy Seafood Group ASA 313NOK
Dalata Hotel Group PLC €5.13
Biomarin Pharmaceutical Inc $95.75
Ryanair Holdings PLC €14.88
Kerry Group PLC €75.73

delux · 10-01-2016 07:01PM

I'm going for some on the London market:

Vp plc (VP.L) 760p
888 (888.L) 183p
S&U (SUS.L) 2385p
Lookers (LOOK.L) 171p
First Derivatives (FDP.L) 1509p

Grecco · 10-01-2016 10:51PM

I noticed nobody is tipping any Oil companies at the moment, they are cheap, a lot of the small cap ones are going to go bust leaving a smaller pool. The Opec suppliers are hurting, shale Oil is on its last legs. Iran to start supplying again (did they ever stop? The Chinese never said no to it!). Exploration capex less than 25% of what it was in 2008.
It must be just me but I see extraordinary value to be had out their, much more tempting than some of those Pharma companies been bantered about with their share buy-backs and over inflated earnings and hidden and often very large debt to Earnings ratio.
I`m predicting $60 Oil by the year end, even if it doesn't make it their isnt much downside left in Oil
I quite fancy all of the following Oil co.s to do well, all are fully financed, each with huge reserves, future earnings potential and have a nice corner carved for themselves. They will do really well on the recovery of the price of Oil.

Chevron $82 Market cap billion $156 billion.
Genel Energy (GENL.L) £1.43 Market cap £442 million
Ithaca Energy(IAE.L) £0.24 Market cap £98 million
Bowleven (BLVN.L) £0.22 Market cap £67 million

Another major to include would be Shell, but avoid Bp.
As for the Irish Oilers they are very much a gamble rather than an investment at this stage.

Johnerr · 10-01-2016 11:01PM

Thargor wrote: »

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

CGH, not CHG. very important

liamjames1 · 11-01-2016 06:09PM

Michael Kors
Crh
Malin

lucky john · 11-01-2016 08:49PM

liamjames1 wrote: »

Michael Kors
Crh
Malin

i like Malin. If i can find a few euro before the year is out it will be my next buy. might be a slow burner for 2016 depending on how the market look in H2 so that they can start spinning off some of their investments. A lot of directors buying big which is always a good sign.

newacc2015 · 11-01-2016 11:13PM

Grecco wrote: »

I noticed nobody is tipping any Oil companies at the moment, they are cheap, a lot of the small cap ones are going to go bust leaving a smaller pool. The Opec suppliers are hurting, shale Oil is on its last legs. Iran to start supplying again (did they ever stop? The Chinese never said no to it!). Exploration capex less than 25% of what it was in 2008.
It must be just me but I see extraordinary value to be had out their, much more tempting than some of those Pharma companies been bantered about with their share buy-backs and over inflated earnings and hidden and often very large debt to Earnings ratio.
I`m predicting $60 Oil by the year end, even if it doesn't make it their isnt much downside left in Oil
I quite fancy all of the following Oil co.s to do well, all are fully financed, each with huge reserves, future earnings potential and have a nice corner carved for themselves. They will do really well on the recovery of the price of Oil.

Chevron $82 Market cap billion $156 billion.
Genel Energy (GENL.L) £1.43 Market cap £442 million
Ithaca Energy(IAE.L) £0.24 Market cap £98 million
Bowleven (BLVN.L) £0.22 Market cap £67 million

Another major to include would be Shell, but avoid Bp.
As for the Irish Oilers they are very much a gamble rather than an investment at this stage.

Exxon Mobil is a good one, as they have a petro-chemical business. So when the price of oil fails, the profits of their petro-chemical business producing plastic etc benefits. The profit on their petro-chemical business is pretty decent for the size of it.

All the American Banks and investment fund are looking at $20-25 dollar oil. Shale companies have to keep pumping to pay their loans and the OPEC producers dont want to lose share by cutting product. IMO there is no strong reason for oil to increase. This winter has been too mild and as result the US has never had so much oil in storage.

Even at these low prices, it still isnt stopping new entrants with little or no debts still increasing production. Look at Hilcorp Energy doubling production each year in the US.

daheff · 12-01-2016 04:42PM

Augeo wrote: »

Kerry Group PLC €75.73

KRZ hit 77.50 + today. Sold out my shares here.

Think it'll drop back a bit again (76.98 as I type) and present another buying opportunity

4068ac1elhodqr · 12-01-2016 11:45PM

Grecco wrote: »

I noticed nobody is tipping any Oil companies at the moment...

Both RBS and Standard Chartered said oil might fall to as low as $10 a barrel ($30 today), so perhaps hold on until it gets to that territory, and that $60 by EOY would be a good return, surely it can only go one way if it ever gets to around $10.

Good time to get a V6 turbo and fuel storage tanks anyway.

Bit of a drop on the FTSE this week also, £85billion negative:

12-01-2016 11:55PM

daheff wrote: »

KRZ hit 77.50 + today. Sold out my shares here.

Think it'll drop back a bit again (76.98 as I type) and present another buying opportunity

Personally I keep them until they are 15% higher than bought price

I'm in no hurry.

_Tombstone_ · 13-01-2016 03:30AM

lucky john wrote: »

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.

GM?

Thargor · 13-01-2016 11:47AM

Sold my TSLA at 235 ages ago and am in no hurry to get back in, they seem to be stuck in this range wit not enough on the horizon to break through. would love to hear otherwise though.

field_marshall · 13-01-2016 01:34PM

Grecco wrote: »

I noticed nobody is tipping any Oil companies at the moment, they are cheap, a lot of the small cap ones are going to go bust leaving a smaller pool. The Opec suppliers are hurting, shale Oil is on its last legs. Iran to start supplying again (did they ever stop? The Chinese never said no to it!). Exploration capex less than 25% of what it was in 2008.
It must be just me but I see extraordinary value to be had out their, much more tempting than some of those Pharma companies been bantered about with their share buy-backs and over inflated earnings and hidden and often very large debt to Earnings ratio.
I`m predicting $60 Oil by the year end, even if it doesn't make it their isnt much downside left in Oil
I quite fancy all of the following Oil co.s to do well, all are fully financed, each with huge reserves, future earnings potential and have a nice corner carved for themselves. They will do really well on the recovery of the price of Oil.

Chevron $82 Market cap billion $156 billion.
Genel Energy (GENL.L) £1.43 Market cap £442 million
Ithaca Energy(IAE.L) £0.24 Market cap £98 million
Bowleven (BLVN.L) £0.22 Market cap £67 million

Another major to include would be Shell, but avoid Bp.
As for the Irish Oilers they are very much a gamble rather than an investment at this stage.

SHELL is only a buy if the BG deal falls apart , they paid far too much for it , shell was performing very poorly as a company long before the oil price collapse , its only selling point is its dividend

field_marshall · 13-01-2016 01:36PM

daheff wrote: »

KRZ hit 77.50 + today. Sold out my shares here.

Think it'll drop back a bit again (76.98 as I type) and present another buying opportunity

cannot understand how kerry and glanbia have gotten so expensive , both great companies but its not like they are google , margins are low everywhere if you exclude the sports drink business both have gotten into in the usa

was in both from 2010 to 2013 , never thought they would rise so much , they have performed every bit as strongly as ryanair this past five years

irish_major · 13-01-2016 02:12PM

Surmodics are in my opinion the best stock of the year to buy

Johnerr · 13-01-2016 09:36PM

field_marshall wrote: »

cannot understand how kerry and glanbia have gotten so expensive , both great companies but its not like they are google , margins are low everywhere if you exclude the sports drink business both have gotten into in the usa

was in both from 2010 to 2013 , never thought they would rise so much , they have performed every bit as strongly as ryanair this past five years

Google has a market Cap of 498B & Glanbia has a market cap of 5.3B so I dont see the correlation here?

Glanbia has done well through other ventures in the states & I'm sure the weak euro is also playing in their favour.

My recommendation, OSTK : $10.57 - short position.

J

Thargor · 14-01-2016 03:10PM

Really not looking good out there at the minute, where is the growth going to come from this year?

lucky john · 14-01-2016 03:50PM

Thargor wrote: »

Really not looking good out there at the minute, where is the growth going to come from this year?

The most likely place is consumers, the missing link for the last 7 years. Low interest rates, dirt cheap oil, flat inflation and improved employment numbers in the US especially must spur some kind of a reaction eventually. If it doesn't then they may tear up the text books for economist and start writing a new set.

daheff · 14-01-2016 05:08PM

lucky john wrote: »

The most likely place is consumers, the missing link for the last 7 years. Low interest rates, dirt cheap oil, flat inflation and improved employment numbers in the US especially must spur some kind of a reaction eventually. If it doesn't then they may tear up the text books for economist and start writing a new set.

I think you've hit the nail on the head here. ..... QE got us here...if profits dont start to rise share prices will fall.....interest rates are rising again (US anyways)....so money will start moving back to deposits instead of in the markets. If consumer spending doesnt shore up company profits then theres no reason for (most) share prices to stay as bouyant as they have been.

I still see a flat market yoy this year...but big volatile peaks/troughs during the year.....its just a case of when to buy /when to sell

_Tombstone_ · 16-01-2016 01:00AM

_Tombstone_ wrote: »

Netflix...can only go up after today.

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

I take it back...kind of. They are looking to block VPNs, Proxys, Unblockers etc.

That can only hurt them if true.

Evolving Proxy Detection as a Global Service

Prezatch · 18-01-2016 10:36AM

lucky john wrote: »

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.

Bank of Ire is a good price today at .303

positron · 18-01-2016 11:59AM

Sorry for the noob question, but what is the best website to see historic prices in Irish Stock Exchange (Ise website isn't great is it).

For example, trying to see how BOI shares have been doing over the years, found this on Yahoo Finance.

https://uk.finance.yahoo.com/echarts?s=BIR.IR#symbol=BIR.IR;range=5d

And Google.ie doesn't have 'finance' subdomiain (it bounces me to .com).

Any other / better resources? Thanks!

Sonnenblumen · 18-01-2016 02:08PM

positron wrote: »

Sorry for the noob question, but what is the best website to see historic prices in Irish Stock Exchange (Ise website isn't great is it).

For example, trying to see how BOI shares have been doing over the years, found this on Yahoo Finance.

https://uk.finance.yahoo.com/echarts?s=BIR.IR#symbol=BIR.IR;range=5d

And Google.ie doesn't have 'finance' subdomiain (it bounces me to .com).

Any other / better resources? Thanks!

http://www.davy.ie/markets-and-share-prices/iseq

when you select an individual stock you can look at historical SP Prices etc within 1 month, 1 year, 5 years etc + lots of other useful SP data.

The Telegraph page is also excellent for a FTSE etc
http://shares.telegraph.co.uk/quote/?epic=GSK

Happy Hunting

cherrytaz · 22-01-2016 04:51PM

From reading the past few pages it seems quite a few people bought into NetFlix. It has taken quite a battering over the past few weeks, no doubt the announcement on a crackdown of illegal streaming hasn't helped things. Do you think this is wildly overly priced? Some analysts suggesting it could drop back to $45 a share.

_Tombstone_ · 23-01-2016 09:34PM

cherrytaz wrote: »

From reading the past few pages it seems quite a few people bought into NetFlix. It has taken quite a battering over the past few weeks, no doubt the announcement on a crackdown of illegal streaming hasn't helped things. Do you think this is wildly overly priced? Some analysts suggesting it could drop back to $45 a share.

They said it to please the powers that be. No intention to do it and thats if it's at all possible.

Please the Man, take the hit, back in a bit I'd imagine but.....what do i know

24-01-2016 08:34AM

All i say is Pilbarra minerals, PLS.ASX, get on it. Lithium all the way. Up 15% in 2 weeks

jeamimus · 24-01-2016 09:11AM

The big oil majors, eg BP, Shell.

The current low prices will end sooner or later.. and the later they end, the higher the oil and share prices will adjust to...

24-01-2016 03:40PM

field_marshall wrote: »

cannot understand how kerry and glanbia have gotten so expensive , both great companies but its not like they are google , margins are low everywhere if you exclude the sports drink business both have gotten into in the usa
...........

High volume, low margin, largely sustainable sales & continued steady expansion. Low risk imo. 5/10% growth in share price this year quite achievable & likely.

kerryjack · 26-01-2016 02:40PM

Augeo wrote: »

High volume, low margin, largely sustainable sales & continued steady expansion. Low risk imo. 5/10% growth in share price this year quite achievable & likely.

I have been watching kerry group over the last 12 months they seem to rise by 15.% and than fall back by 10% they have done that a number of times over that period its like shooting fish in a barrel you just need to know when to sell

2016 share picks

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