Share Picks 2019

evolving_doors · 07-02-2019 7:57pm

People here were tipping Viking for about $18ish a while before the correction.

Is that still on the cards?

It's about $8 now and I've a small position with BEP of $12

Bob Harris · 08-02-2019 10:38am

evolving_doors wrote: »

People here were tipping Viking for about $18ish a while before the correction.

Is that still on the cards?

It's about $8 now and I've a small position with BEP of $12

37% of shares are short, any half decent catalyst to push the price up would be boosted by shorts covering and you could easily see a spike back up to $12/13.

q85dw7osi4lebg · 08-02-2019 12:39pm

$VKTX

http://www.conferencecalltranscripts.org/13G/summary2/?id=5746101

Supercell · 08-02-2019 3:34pm

I picked up some NOK yesterday at $5.97, supposed to be part of my longer term core holdings but today I see Moodys downgraded them, worried that I should get out now before this heads terminally south, anyone else got any thoughts?

q85dw7osi4lebg · 08-02-2019 7:06pm

Has the January Rally ended?

Sketchy few days in the states at least.

Going to cash out a small portion (maybe 20%) of my own holdings over the next week.

q85dw7osi4lebg · 08-02-2019 7:07pm

Supercell wrote: »

I picked up some NOK yesterday at $5.97, supposed to be part of my longer term core holdings but today I see Moodys downgraded them, worried that I should get out now before this heads terminally south, anyone else got any thoughts?

At that price I'd probably hold for now, hasn't seen the same gains as other similar stocks so I'd say there's less down side compared to some of the bigger players.

vargoo · 08-02-2019 7:10pm

Supercell wrote: »

I picked up some NOK yesterday at $5.97, supposed to be part of my longer term core holdings but today I see Moodys downgraded them, worried that I should get out now before this heads terminally south, anyone else got any thoughts?

Why you giving moody any credibility?

Pussyhands · 08-02-2019 7:25pm

Asher Wooden Coupon wrote: »

Has the January Rally ended?

Sketchy few days in the states at least.

Going to cash out a small portion (maybe 20%) of my own holdings over the next week.

Think it might. But I think it might make another rally like January again.

I think Trump will not allow the market to not be in good nick going into an election, that's his bread and butter for showcasing his term.

q85dw7osi4lebg · 09-02-2019 4:00am

Bob Harris wrote: »

I've seen RGSE mentioned here a few times. It seems dependent on the US housing numbers which appear under pressure so I stayed away. Am i taking a very simplistic view?

Tanked AH, it's getting de listed in a few weeks and going OTC. Possible overreaction in terms of the drop, maybe stop losses. Still better than a reverse split, foundations don't change.

I'll just have to hang in there.

Bob Harris · 09-02-2019 10:08am

Asher Wooden Coupon wrote: »

Tanked AH, it's getting de listed in a few weeks and going OTC. Possible overreaction in terms of the drop, maybe stop losses. Still better than a reverse split, foundations don't change.

I'll just have to hang in there.

Well that sucks, I picked up a few so they can gather dust for a while until they either disappear or become the Apple of solar shingles.

Reverse splits do nothing but delay the inevitable as the price always gets sucked back down.

It's funny how HMNY which has been about a cent for months is still listed.

Supercell · 09-02-2019 10:24am

vargoo wrote: »

Why you giving moody any credibility?

Looks like others agree, it up over 3% yesterday regardless

Supercell · 09-02-2019 10:27am

Asher Wooden Coupon wrote: »

At that price I'd probably hold for now, hasn't seen the same gains as other similar stocks so I'd say there's less down side compared to some of the bigger players.

Yep, I overlaid SPY on it for the last few years in TradingView and it doesn't follow the market much from what I can see, I'm hoping with 5G and Huawei getting banned everywhere in the west that there is long term growth in it.

q85dw7osi4lebg · 09-02-2019 12:53pm

Bob Harris wrote: »

Well that sucks, I picked up a few so they can gather dust for a while until they either disappear or become the Apple of solar shingles.

Reverse splits do nothing but delay the inevitable as the price always gets sucked back down.

It's funny how HMNY which has been about a cent for months is still listed.

Agreed All we can do is hope shorts cover before OTC. Company didn't want to RS in middle of new product launch and directors have decent holdings, they were buying recently in the high .50's.

I think long were golden.

A funny day though, made a good 600 on HIVE and lost more or less that exact amount on RGSE! Typical..

covey123 · 11-02-2019 4:58pm

Having seen the shortage of socks on the Late Late on Friday night, I'm guessing a good time to invest in sock stocks as demand seems to be low,any thoughts ;-)

q85dw7osi4lebg · 11-02-2019 5:51pm

Bob Harris wrote: »

Well that sucks, I picked up a few so they can gather dust for a while until they either disappear or become the Apple of solar shingles.

Reverse splits do nothing but delay the inevitable as the price always gets sucked back down.

It's funny how HMNY which has been about a cent for months is still listed.

Picked up another 1000 @ .36 to lessen the pain, looks to have started a recovery already.

Not sure how things will fare with Degiro not trading OTC.

q85dw7osi4lebg · 11-02-2019 6:20pm

RGSE looking like a short squeeze

q85dw7osi4lebg · 11-02-2019 11:35pm

Made 27% on RGSE dip buy today, anyone else dip their toes ? Going to ride it long OTC, nice to get BEP down.

Saw Illumina tipped somewhere. Need to do more homework but holding 1 for now.

Thinking BRKB as a semi predictable market hedge, exited at 207 before Christmas, appetising again now until economy woes are clarified.

Bob Harris · 12-02-2019 8:14am

Asher Wooden Coupon wrote: »

Picked up another 1000 @ .36 to lessen the pain, looks to have started a recovery already.

Not sure how things will fare with Degiro not trading OTC.

I asked them about OTC trades previously. Said they couldn't do it until the price was back above a dollar and off the OTC, alternative was to transfer share to another broker who does allow OTC trades.

Bob Harris · 12-02-2019 8:18am

evolving_doors wrote: »

People here were tipping Viking for about $18ish a while before the correction.

Is that still on the cards?

It's about $8 now and I've a small position with BEP of $12

Bob Harris wrote: »

37% of shares are short, any half decent catalyst to push the price up would be boosted by shorts covering and you could easily see a spike back up to $12/13.

Gilead's NASH drug failed on their endpoint so MDGL and VKTX got a boost in AH last night up 10% and 5% respectively. Gilead's was a phase 3 study so it's gives others a chance to catch up.

q85dw7osi4lebg · 12-02-2019 9:14am

Bob Harris wrote: »

I asked them about OTC trades previously. Said they couldn't do it until the price was back above a dollar and off the OTC, alternative was to transfer share to another broker who does allow OTC trades.

Do you know of that's for buying, selling or both? I know some smaller brokers can still sell them for you. Tricky either way.

Bob Harris · 12-02-2019 9:17am

Asher Wooden Coupon wrote: »

Do you know of that's for buying, selling or both? I know some smaller brokers can still sell them for you. Tricky either way.

My query was about selling, I'd imagine it's for both though but open to correction.

bcklschaps · 12-02-2019 4:20pm

Bob Harris wrote: »

Gilead's NASH drug failed on their endpoint so MDGL and VKTX got a boost in AH last night up 10% and 5% respectively. Gilead's was a phase 3 study so it's gives others a chance to catch up.

Took a wild punt on VKTX last year as it was being tipped strongly on here. But it has been an absolute disaster for me. My BEP is about $16. I wonder should I bail out today ....its up 11% to about $9 ???

or could this possibly be the begining of a major recovery.....where I might get my money back?

Captainsatnav · 12-02-2019 4:25pm

bcklschaps wrote: »

Took a wild punt on VKTX last year as it was being tipped strongly on here. But it has been an absolute disaster for me. My BEP is about $16. I wonder should I bail out today ....its up 11% to about $9 ???

or could this possibly be the begining of a major recovery.....where I might get my money back?

Why is it up? My BEP is $14.16

Bob Harris · 12-02-2019 4:36pm

Captainsatnav wrote: »

Why is it up? My BEP is $14.16

Gilead's Nash drug failed to meet end point in trial so other competing NASH drugs have caught up a bit and SP is getting a bit of a boost.
I'm long VKTX but got in at 7.90 last week and out today at 9.10.
It owed me a few quid.

q85dw7osi4lebg · 12-02-2019 4:59pm

TTWO dipping again for anyone who missed the last one looking to get in.

RedRochey · 13-02-2019 9:41am

Asher Wooden Coupon wrote: »

TTWO dipping again for anyone who missed the last one looking to get in.

What's your outlook for TTWO?

I've own shares for about a year now but they're back below where I bought them. My concern is that RDR2 online will not become the cash cow that GTA online has become.

q85dw7osi4lebg · 13-02-2019 9:48am

StockTwat29 wrote: »

What's your outlook for TTWO?

I've own shares for about a year now but they're back below where I bought them. My concern is that RDR2 online will not become the cash cow that GTA online has become.

I'm thinking long term so ideally hoping for a nice run once the next GTA is announced (if and whenever that is). Think there's far more upside than downside. Not much of a gamer at all but jaysus am I hooked on RDR2. Some game ! I think people will get sick of fortnight soon enough and get back to the likes of this. Not sure how anyone plays it.

q85dw7osi4lebg · 13-02-2019 12:10pm

Bob Harris wrote: »

I asked them about OTC trades previously. Said they couldn't do it until the price was back above a dollar and off the OTC, alternative was to transfer share to another broker who does allow OTC trades.

What happens if a stock I hold delists off from the exchange?
If a stock you hold delists off from the exchange, to close the position you must place an email order to orders@degiro.ie instructing the trade. It is not possible to increase an existing position

Have asked them to clarify this via email. Unbelievable recovery from last Friday thankfully.

Bob Harris · 13-02-2019 12:26pm

Asher Wooden Coupon wrote: »

What happens if a stock I hold delists off from the exchange?
If a stock you hold delists off from the exchange, to close the position you must place an email order to orders@degiro.ie instructing the trade. It is not possible to increase an existing position

Have asked them to clarify this via email. Unbelievable recovery from last Friday thankfully.

It's at my BEP more or less so inclined to let it sit.

RedRochey · 13-02-2019 3:56pm

Asher Wooden Coupon wrote: »

I'm thinking long term so ideally hoping for a nice run once the next GTA is announced (if and whenever that is). Think there's far more upside than downside. Not much of a gamer at all but jaysus am I hooked on RDR2. Some game ! I think people will get sick of fortnight soon enough and get back to the likes of this. Not sure how anyone plays it.

My problem is I'm not sure what the future of gaming is, you see EAs stock jump nicely recently because they released a game that is competing with Fortnite, my theory is that this is now the future of gaming as far as investors are concerned.

Of course you're still going to have the "hard-core" gamers who have no interest in Fortnite but there are a lot more casual gamers who will play it.

Captainsatnav · 13-02-2019 4:06pm

StockTwat29 wrote: »

My problem is I'm not sure what the future of gaming is, you see EAs stock jump nicely recently because they released a game that is competing with Fortnite, my theory is that this is now the future of gaming as far as investors are concerned.

Of course you're still going to have the "hard-core" gamers who have no interest in Fortnite but there are a lot more casual gamers who will play it.

My view is that you're beginning to see a further market differentiation. You'll always have the 'event' games that are akin to blockbuster films from Steven Spielberg - highly anticipated, expensive to make with great art direction, script and gameplay (tomb raider, God of War, The Last of Us etc) and then you'l' have your casual games like Fortnite which are akin to TV series - quick pick up and plays which are all the rage and then ppl move on.

There'll be markets for both.

RedRochey · 13-02-2019 4:33pm

Captainsatnav wrote: »

My view is that you're beginning to see a further market differentiation. You'll always have the 'event' games that are akin to blockbuster films from Steven Spielberg - highly anticipated, expensive to make with great art direction, script and gameplay (tomb raider, God of War, The Last of Us etc) and then you'l' have your casual games like Fortnite which are akin to TV series - quick pick up and plays which are all the rage and then ppl move on.

There'll be markets for both.

That's nicely put, but it seems investors are more concerned with the "quick hits" than the blockbusters.

I'm still going to stay long TTWO and Ubisoft, might get some CD Projekt Red as well.

Captainsatnav · 13-02-2019 4:48pm

StockTwat29 wrote: »

That's nicely put, but it seems investors are more concerned with the "quick hits" than the blockbusters.

I'm still going to stay long TTWO and Ubisoft, might get some CD Projekt Red as well.

I've a small few Square Enix shares (Frankfurt I think) volatile stock, can be up or down 5/7% on a regular basis.Price is currently 27.50, my BEP is 41 so I'm a fair bit in the hole.

canonball5 · 13-02-2019 5:05pm

RGSE having a decent day.

q85dw7osi4lebg · 13-02-2019 7:15pm

canonball5 wrote: »

RGSE having a decent day.

Super day

Katawalah · 14-02-2019 10:51am

Just wondering if anyone has some experience with using services from Motley Fool and/or Zacks, or other "insider tips" providers. If so, which one do you use? and would you recommend their paying service for stock tips?

Bob Harris · 14-02-2019 11:00am

Katawalah wrote: »

Just wondering if anyone has some experience with using services from Motley Fool and/or Zacks, or other "insider tips" providers. If so, which one do you use? and would you recommend their paying service for stock tips?

The problem with all of these sites is that in the end they are peoples opinions. Shares are like football clubs in a lot of ways when you look at the disparity of opinons out there.

As for individual sites, Seeking Alpha articles do seem well researched, Motley Fool, particularly the UK site is like the Daily Mail for shares and I wouldn't touch it.

The old do your own research adage comes to mind but of course at our level any research we do is based on research others have already done.

RedRochey · 14-02-2019 12:05pm

I always think these places are good for getting ideas but I wouldn't blindly follow them

The comments section of seeking alpha is particularly dodgy

q85dw7osi4lebg · 14-02-2019 12:09pm

I wouldn't pay for the motley fool service but their podcasts are quite interesting and factual, available on spotify.

As for seeking alpha, I was on stocktwits and a commenter said they would write and post an article on a certain subject, and sure enough they did, so certain stocks are easily pumped there.

cefh17 · 14-02-2019 12:37pm

See micro focus is up 13% atm, nice surprise

Bob Harris · 14-02-2019 4:25pm

Bob Harris wrote: »

It's at my BEP more or less so inclined to let it sit.

canonball5 wrote: »

RGSE having a decent day.

I jumped ship yesterday, was going to let it sit but got out at what I got in at.
I was reading about companies that get bumped down to OTC, a few but not many make it back. RGSE could well be one that does, it's really only about to get going but I'll watch from the sidelines.

ct5amr2ig1nfhp · 14-02-2019 5:43pm

"Datalex to cut jobs amid cost cutting programme". As expected, auditors results next.

q85dw7osi4lebg · 15-02-2019 5:26pm

Bob Harris wrote: »

I jumped ship yesterday, was going to let it sit but got out at what I got in at.
I was reading about companies that get bumped down to OTC, a few but not many make it back. RGSE could well be one that does, it's really only about to get going but I'll watch from the sidelines.

From Degiro...

Thank you for your inquiry.
Kindly note that DEGIRO will be given instructions in due course as to how clients can tend to these shares. You will be notified as soon as we are updated via email.
Should you have any further queries, please do not hesitate to contact our Service Desk and we would be happy to assist you.

Will wait and see.

XMG · 19-02-2019 2:15pm

AVEO having a bit of action this morning pre-market, bounced up to $0.89 briefly and then had a bit of a sell off, probably those who've been holding for a while.

Squeaksoutloud · 19-02-2019 5:15pm

XMG wrote: »

AVEO having a bit of action this morning pre-market, bounced up to $0.89 briefly and then had a bit of a sell off, probably those who've been holding for a while.

Up 20% so far today on good trial update at weekend.

littlevillage · 21-02-2019 12:03pm

anybody noticed that PaddyPower-Betfair is at a 4 year low of €69.85 in a (Rugby) world cup year and when the USA is opening up for legalized gambling ??

I know there are headwinds with Brexit and FOTB legislation in the UK

but at what price does this Share become appetizing for the speculator?

retalivity · 21-02-2019 12:22pm

Im still raging i didnt cash in at €100+ last year after the us announcement.
As well as brexit, the delayed fobt legislation in the uk will hit them as well, i currently wouldnt be adding to my existing holding as i was initially in at 76

Captainsatnav · 21-02-2019 1:00pm

Barclays (BARC) up nicely at opening after bullish results spiel. almost wiped out again now though.

Browney7 · 21-02-2019 2:56pm

littlevillage wrote: »

anybody noticed that PaddyPower-Betfair is at a 4 year low of €69.85 in a (Rugby) world cup year and when the USA is opening up for legalized gambling ??

I know there are headwinds with Brexit and FOTB legislation in the UK

but at what price does this Share become appetizing for the speculator?

My impressions as an occasional customer is that they are struggling for growth. They've put a lot of downward pressure on their pricing so I find they are rarely a decent price compared to others and their other terms like 1/4 odds or a 1/5 odds for place markets aren't as generous as they were before. Perhaps the growth in people taking up gambling is really slowing after breakneck pace since the late 2000's with phones etc.

All their specials and offers are geared towards trying to get people to bet more often and this is a change from a few years ago but consistent with other bookies (bet 5 different tenner bets a week and you get a free bet).

Also, seems like there are incredibly low barriers to entry in setting up an operation

q85dw7osi4lebg · 22-02-2019 2:31pm

Kraft Heinz down 25% in the past 24 hours, missed earnings and an SEC investigation.

Regardless I reckon that's an overaction for such a company.

Share Picks 2019

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