Share Picks 2019

Supercell · 22-02-2019 2:36pm

Asher Wooden Coupon wrote: »

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.

Careful, many people seem to think it could go all the way to $25 before recovering.

q85dw7osi4lebg · 22-02-2019 3:14pm

Supercell wrote: »

Careful, many people seem to think it could go all the way to $25 before recovering.

Yeah not liguid enough to do anything immediately but have it on my watchlist.

Underground · 22-02-2019 4:48pm

I've had Kraft Heinz in my portfolio for ages now. Been in the red for pretty much the entire time I've held it, but it's a dividend payer and I figured it couldn't go much lower. More fool me.

Supercell · 22-02-2019 6:25pm

Asher Wooden Coupon wrote: »

Yeah not liguid enough to do anything immediately but have it on my watchlist.

Couldnt resist, this is down to poor management rather than poor sales. Heads will roll, people still need Ketchup! Had a nibble myself, long term its not a risky tech stock so can wait until it turns around. Buffet is said to be down over 3 billion on this and interviewing on Monday,very curious to see what he says then.

Supercell · 22-02-2019 6:27pm

APHA, the noose around my neck, panic sold half on the last dip to $8 now its around 10 and I should be back in the black on it but i'm not, lesson learned. Saving some to BTFD next time..

littlevillage · 22-02-2019 7:30pm

Underground wrote: »

I've had Kraft Heinz in my portfolio for ages now. Been in the red for pretty much the entire time I've held it, but it's a dividend payer and I figured it couldn't go much lower. More fool me.

"(Kraft-Heinz) slashed its dividend by 22.5 cents to 40 cents a share — a 36% cut" ....

littlevillage · 22-02-2019 7:41pm

Supercell wrote: »

Careful, many people seem to think it could go all the way to $25 before recovering.

Kraft Heinz seems to be getting support at around $35 now. It was as low as $34.60 at one point. Might have a nibble too :pac:

Warren Buffet has clearly done his due diligence and as long as this is just a Mgmt screw up....the fundamental business is probably still sound....and the bottom line will soon benefit from the synergies of the merger as well.

q85dw7osi4lebg · 22-02-2019 7:52pm

Sold some stuff to pick up a small position in it, has to be green within months if not weeks.

Pussyhands · 23-02-2019 12:07am

I'M FINALLY IN THE GREEN FOR THE FIRST TIME.

BABA, NIO, & Ryanair the main reason for it. Abbvie holding me back, at -13%.

So what does everyone think about the market? Rally to continue?

vargoo · 23-02-2019 12:25am

littlevillage wrote: »

Kraft Heinz seems to be getting support at around $35 now. It was as low as $34.60 at one point. Might have a nibble too :pac:

Warren Buffet has clearly done his due diligence and as long as this is just a Mgmt screw up....the fundamental business is probably still sound....and the bottom line will soon benefit from the synergies of the merger as well.

what did Mgmt do?

evolving_doors · 23-02-2019 2:59am

Supercell wrote: »

APHA, the noose around my neck, panic sold half on the last dip to $8 now its around 10 and I should be back in the black on it but i'm not, lesson learned. Saving some to BTFD next time..

Just hold man. Canadian pension funds are sniffing around now so its long term.

OwlsZat · 23-02-2019 9:44pm

Current holdings

Versastem - FDA approved cancer drug, ironically absolutely hammered post approval. Some complications with huge short interest post management convertible share offerings. However, I believe there will be a short squeeze sooner or later as the product and the technology appears strong.

Pluristem - Hopefully they have enough cash to get to market now and dilution is over. Again their product is very strong. Will have a million and 1 applications once full approval is inevitably given. Some interesting heavyweight partnerships like US army, NASA etc.,

Alliance minerals - Bald Hill Li mine looks to be mining a pretty premium product. The lithium market took a pretty serious hammering, but again I believe it's a market that can only grow.

Albermale - Another Li play, their SP was hammered when analysts played up lithium oversupply fears. The Li price has now stabilised and is again increasing. It appears like the Chinese are giving tax breaks to their own Lithium suppliers which is continuing to apply pricing pressure in a growing market.

Intel - needs no explanation

I'm happy with my portfolio only problem I see is the current economic climate. Hopefully can steer clear of another financial meltdown. However, considering it's been a huge bull run I'll likely deleverage most positions once exit points are reached. In an ideal world it would be a more hands off approach.

XMG · 24-02-2019 9:11pm

TEX delayed earnings from 19th to 26th Feb, not usually a good sign, A rumor is that they have their eye on ASTE for a takeover though so who knows.
AMRN is also the subject of a rumor that they are the target for NVS, having said that PFE were also supposed to have their eye on them.
KINDI and NIO on 60 minutes today (Sunday), no idea how that went though, still, I wouldn't like to be short on them come market open on Monday

Captainsatnav · 25-02-2019 4:02pm

My pharmas are all up a bit today? (Still in the red on each mind)

drunkmonkey · 25-02-2019 4:29pm

Don't know how apples up, Samsung and Huawei pretty much dropped an atom bomb on the iPad over the last few days, iPhone sales are already in the bin.
Maybe it's the project Titan rumours giving it a boost. Either way a serious fall from grace is on the horizon.

Mach 3 · 25-02-2019 4:37pm

drunkmonkey wrote: »

Don't know how apples up, Samsung and Huawei pretty much dropped an atom bomb on the iPad over the last few days, iPhone sales are already in the bin.
Maybe it's the project Titan rumours giving it a boost. Either way a serious fall from grace is on the horizon.

Not just apple imo. Time to lighten up a bit and take some profits on any gains this year. Can always get back in at a later stage.

retalivity · 25-02-2019 4:45pm

My portfolio is in the green for the first time in about 15mths... Gonna bank a bit of it this week

cefh17 · 25-02-2019 5:26pm

Centamin down 30% since open! Thankful my holding is small, expect it to eventually rebound

Pussyhands · 25-02-2019 6:04pm

Whole portfolio up 2.1% so far today. NIO up almost 9%.

evolving_doors · 25-02-2019 11:25pm

Microsoft's Hololens 2 looks pretty good going by the release videos. What I think is interesting is the amount of global businesses that are already on board Mattel, BAM, Philips, Apple!!!. It seems that it'll be a rich toy at the moment but a game changer in augmented reality... who needs to make expensive phones any more when you can just click on your glasses!

Is the hype already built in to the share price rise?

Underground · 26-02-2019 10:36am

Dalata ticking along nicely, disappointed I sold at €5.50!

littlevillage · 26-02-2019 10:39am

Picked up some IAG shares this morning at GBX 619. They are down 4% on the LSE due to them being kicked out of various European indices ahead of Brexit. eg MSCI

Brexit is not going to happen!!! so these moves will be reversed at some stage in the future.

Business wise IAG is going to be a big winner from all the budget airlines going bust...it has deep pockets and can ride out the turbulence....SP trades at significant PE discount to Ryanair and Easyjet, soo plenty of room for gains. It even pays a 4% div ...whats not to like here?

vargoo · 26-02-2019 11:15am

littlevillage wrote: »

Brexit is not going to happen!!! so these moves will be reversed at some stage in the future.

Had to quote this

littlevillage · 26-02-2019 11:55am

vargoo wrote: »

Had to quote this

Its going to be delayed (maybe indefinitely) or will be binned in a 2nd vote

I have been saying this for the last 6 Months.

RedRochey · 26-02-2019 12:32pm

What are peoples opinion on Google?

Can only see them doing more and more innovative stuff, long term holding surely

Austria! · 26-02-2019 4:08pm

StockTwat29 wrote: »

What are peoples opinion on Google?

Can only see them doing more and more innovative stuff, long term holding surely

My biggest holding. They're a growth company being priced like a consumer stable.

Pussyhands · 26-02-2019 7:18pm

NIO up another 12% today!

Cheers to the person who tipped them for which I followed!

whatever76 · 26-02-2019 8:57pm

evolving_doors wrote: »

Microsoft's Hololens 2 looks pretty good going by the release videos. What I think is interesting is the amount of global businesses that are already on board Mattel, BAM, Philips, Apple!!!. It seems that it'll be a rich toy at the moment but a game changer in augmented reality... who needs to make expensive phones any more when you can just click on your glasses!

Is the hype already built in to the share price rise?

that I don't know TBH (hopefully not as been holding a long time and trying to decide when to sell :P) … but its ticking along nicely again today at 112.63 .. 4 dollars off peak so going to see how it goes over the next few days.

Mad_maxx · 26-02-2019 9:55pm

Austria! wrote: »

My biggest holding. They're a growth company being priced like a consumer stable.

Google is really like a conglomerate albeit with above average growth

Cute Hoor · 26-02-2019 10:47pm

Well done to anybody who bought Midatech yesterday, up 325% today and another 30%+ after hours, was up 600% at one stage.

crushproof · 26-02-2019 10:52pm

Cute Hoor wrote: »

Well done to anybody who bought Midatech yesterday, up 325% today and another 30%+ after hours, was up 600% at one stage.

Where was the share pick tip?!

Thargor · 26-02-2019 11:41pm

Asher Wooden Coupon wrote: »

Back in on Ryanair at 9.85 after profit warning.

Cute Hoor wrote: »

I'd expect this to pay off longer term

Thargor wrote: »

Brave man.

Turned out to be a good buy, was not expecting that tbh.

Cute Hoor · 27-02-2019 12:47am

crushproof wrote: »

Where was the share pick tip?!

Damn! I thought I had posted on this yesterday!

Captainsatnav · 27-02-2019 11:36am

Cute Hoor wrote: »

Damn! I thought I had posted on this yesterday!

nope

Cute Hoor · 27-02-2019 3:58pm

Captainsatnav wrote: »

nope

Well I did post about it last night, so no excuse for today.
Could have made 30%/40%/50% (even 100% if you bought pre-market) in the first half hour's trading today

Thargor · 27-02-2019 7:16pm

Cute Hoor wrote: »

Well I did post about it last night, so no excuse for today.
Could have made 30%/40%/50% (even 100% if you bought pre-market) in the first half hour's trading today

Is that heading back to the 30's do you think? 1 year chart looks like crap.

dublin2000 · 27-02-2019 11:00pm

A little off the topic question.

i haven't checked my Degiro account for a while, just logged in there and I see that there have been a lot of charges gone through in the last couple of months. They 2 types - FX Withdraw & Exchange connection fees. Total value not big at all, its about 15-20 euros but still a lot than I would understand it to be. I can probably understand those FX withdraw charges, they are seems to be every time I get dividend distribution because they are in US$ it is then converted to Euro hence a fee charged. Is there any way to avoid this? because I don't hold high balances of those shares, I get like a few $$ dividend then it is mostly taken by tax and FX withdraw charge.

Also, what is Exchange connection fee? I was charge a number of those fees by 2.5 euros each but I've done no transactions in that period.

Pussyhands · 27-02-2019 11:49pm

Anyone play options?

cefh17 · 27-02-2019 11:57pm

Pussyhands wrote: »

Anyone play options?

I watch the degenerates on Reddit WSB and just laugh, too scared to do it. Do you?

q85dw7osi4lebg · 28-02-2019 12:37am

Pussyhands wrote: »

NIO up another 12% today!

Cheers to the person who tipped them for which I followed!

Up 37% on this.

In it for the long term.

route9 · 28-02-2019 8:45am

Asher Wooden Coupon wrote: »

Up 37% on this.

In it for the long term.

Wow that’s looking very cheap...massive market and probably the leading player. Hmm...

Pussyhands · 28-02-2019 9:12am

cefh17 wrote: »

I watch the degenerates on Reddit WSB and just laugh, too scared to do it. Do you?

No I don't know much about them tbh or what the risks are. I think if you sell the option your risk is limitless? Buying the option you only risk the price of the contract?

Wouldn't mind learning about how to do them on degiro.

RedRochey · 28-02-2019 9:44am

Degiro doesn't have a great range of options, none of main exchanges are on it, a few random european ones

Cute Hoor · 28-02-2019 1:52pm

Thargor wrote: »

Is that heading back to the 30's do you think? 1 year chart looks like crap.

Impossible to tell, sub $1 so anything could happen, might be another chance to do a trade today.Well down pre-market.

Browney7 · 28-02-2019 3:46pm

dublin2000 wrote: »

A little off the topic question.

i haven't checked my Degiro account for a while, just logged in there and I see that there have been a lot of charges gone through in the last couple of months. They 2 types - FX Withdraw & Exchange connection fees. Total value not big at all, its about 15-20 euros but still a lot than I would understand it to be. I can probably understand those FX withdraw charges, they are seems to be every time I get dividend distribution because they are in US$ it is then converted to Euro hence a fee charged. Is there any way to avoid this? because I don't hold high balances of those shares, I get like a few $$ dividend then it is mostly taken by tax and FX withdraw charge.

Also, what is Exchange connection fee? I was charge a number of those fees by 2.5 euros each but I've done no transactions in that period.

Exchange connection fee is in the conditions but if you trade on or hold a position on a stock in a given year, an exchange connection fee is charged. Ie you might buy 1 share on the LSE in March 2018 so you pay the fee and then a year later you still hold the position so you get charged again. If you hold one or 100 different shares, 2:50 is only charged once.

The FX withdrawals you are seeing aren't fees - they are deducting the foreign currency amount from the foreign currency account and there should be a corresponding positive euro amount. Not sure if there is a fee in the FX rate they give you though (ie midrate is 1:1 but you might get .99:1)

Supercell · 28-02-2019 5:50pm

evolving_doors wrote: »

Just hold man. Canadian pension funds are sniffing around now so its long term.

APHA $10.50 so far today and I am finally in the green (was waaay down when it dipped to $8), rumors around a new bid from Green Growth hostile takeover. Thing is I'm not sure I want to sell at this stage :pac:

Supercell · 28-02-2019 7:30pm

Sold half for small profit, will sleep easier tonight

evolving_doors · 28-02-2019 9:12pm

Supercell wrote: »

APHA $10.50 so far today and I am finally in the green (was waaay down when it dipped to $8), rumors around a new bid from Green Growth hostile takeover. Thing is I'm not sure I want to sell at this stage :pac:

Green growth haven't a hope in hell. They just want to attach their name to Aphria.
This is the 3rd 'reverse takeunder' rumour since the short attack.

Hold long ...

bilbot79 · 28-02-2019 9:13pm

What's the long game for stocks people? Are they gonna come down?

dublin2000 · 28-02-2019 10:58pm

Browney7 wrote: »

Exchange connection fee is in the conditions but if you trade on or hold a position on a stock in a given year, an exchange connection fee is charged. Ie you might buy 1 share on the LSE in March 2018 so you pay the fee and then a year later you still hold the position so you get charged again. If you hold one or 100 different shares, 2:50 is only charged once.

The FX withdrawals you are seeing aren't fees - they are deducting the foreign currency amount from the foreign currency account and there should be a corresponding positive euro amount. Not sure if there is a fee in the FX rate they give you though (ie midrate is 1:1 but you might get .99:1)

Thanks Browney for your reply! So the exchange connection fee is once a year charge? I only see a negative balance for the FX withdraw no corresponding positive though. Is this mean that is not correctly charged in my account?

Share Picks 2019

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