2016 share picks

Starbucks, Amazon, Nvidia, Facebook and Paypal are also tanking. Out of my 19 positions 16 are down. Only Spectra Energy, AT&T and Verizon are up. Netflix and Tesla in particular have fallen very far.

Rebound or Manic Monday, what do you think?

I think it's a bit of a panic reaction to poor revenue reports from LinkedIn and Tableau. Personally think an evening like this opens up opportunities. Just got on board myself there.

Momentum stocks are out of fashion, anything with a very high PE is extra risky.
These stocks have falling a good bit off their high and more to come most likely.
Then health/biotech under severe pressure from the Democrats and Trump in the presidential election.
Oil, no one wants to cut back as more and more oil is pumped.
Banks not hot as interest rates less likely to rise.

I can't remember where I saw ir, maybe CNBC. There was this guy who sold his assets in 2008 as he saw a big fall coming, he bought back since, but has now resold all again saying the worst is yet to come.

We will probably have a day like August 24th again. So much fear in the markets right now.

Another hammering on the European markets so far today. Disastrous start to the year with fears of a global recession looming!

Green Mile wrote: »

I’m new to this investing thing and only started trading last week.

Lost a bit with BOI in particular and was watching other companies to invest in.

A lot seems to be nosediving at the moment which probably is a short term thing but if investors pull their funds out, where (besides currency) do they invest?

I think they invest in gold and I took a look at Randgold Resources Ltd.
Popped my monies into it and thankfully it’s reducing my BOI loses.

I guess when there’s a small panic, people rely on gold.

(learning as I go)

I think BOI is incredibly high risk to be investing in starting out.

Paddy Power Betfair seems to be plummeting in the last week...stick or twist???

RARE ($51.64) & BMRN ($65.11). 2 orphan drug companies with good pipelines which were hit harder than most by the Shkreli scandal due to the area in which they operate.

Not invested in either (I don't invest in individual stocks), posting for others who may be interested in researching them and also for my own personal interest upon review of this thread in a few months!

Thargor wrote: »

What ETFs or other products are you in?

Currently just company stocks in which I have previously worked (for anonymity reasons I won't be posting them, they're completely uninteresting anyway).

Other than that I'm looking at investing all my cash (bar circa €10k) in the VT all world ETF but given the current market trends I'm holding off. Depending on which country I'm living in I'll create a more balanced portfolio with an appropriate mix of bonds/shares but at the moment I'm not sure where I'll be based in 12 months so limiting my investments due to the tax complexity in Ireland.

Thargor wrote: »

Bank of America is definitely on my radar now, the fall looks way overdone, could be an easy 50%+ gain when things improve.

I thought this thread would be a lot busier tbh, a lot of cheap looking shares out there atm getting cheaper by the day!

I think a lot of people have been scared after what has happened over the past month, a lot of people down a lot of dosh no doubt (including myself!). But you're correct, it is most certainly a buyer's market, particularly with US EFT's which are well down, people seem scared to purchase when they drop and then pile on once they begin rising. Historically the Vanguard US and World EFT's have provided great returns

A lot of quality shares are starting to look cheap, but it's always possible they could get cheaper. In fact, the way the markets have been behaving lately it wouldn't surprise me.

I'm holding what I've got and will buy a little bit every now and then when the prices are good, particularly if there's dividend attached. I'm probably not going to recover my paper losses this year but time of on the side of the patient investor.

Thargor wrote: »

Bank of America is definitely on my radar now, the fall looks way overdone, could be an easy 50%+ gain when things improve.

I thought this thread would be a lot busier tbh, a lot of cheap looking shares out there atm getting cheaper by the day!

Sabre Man wrote: »

A lot of quality shares are starting to look cheap, but it's always possible they could get cheaper. In fact, the way the markets have been behaving lately it wouldn't surprise me.
.

Lots of fear in the market. People scared to lose money & take it off the table.

Whats that saying?? be greedy when people are fearful and be fearful when people are greedy. Time to load up I think...and especially on Financial stocks.


Personally cant believe the amount of fear around banks over that article on DB. From what I read of it an analyst said there was a possibility!! of DB not paying interest on its CoCos if something bad happened in their Q1 results. CoCo interest is 350m..DB have 1bn in cash available to pay it...needs a considerable loss by DB to not be able to afford pay interest. Seems you could make that same statement about pretty much any bank out there...cant pay interest if something bad happens during the quarter!!