Share Picks 2020

DutchYurt wrote: »

I'm tempted to go in on Chegg today with their earnings out later this evening. Theyve shown excellent growth and seem to be a top choice for online learning (which certainly isn't going any where soon).

Anyones thoughts on how the market will react to the elections next week. There was a discussion on Dem Vs Republican but I can't find it.

would say good results are already priced in my opinion check the increase in SP since mid-sep, if anything if earnings are not as expected you can see a sell-off... Probably we'll see a weakness today in IT stocks due to SAP earnings.

PHG wrote: »

Currently Own:

Stock Strategy (UK Stocks)
Clipper Logistics
Spirent Communications
Keyword Studios
Plus 500

Watchlist
Volex Plc but it is on a Yellow card atm

Speculative Strategy
Long S&P
Long BoI
Long Bitcoin

Anyone else trade UK Shares? Not looking to compare strategies, just curious

My speculative strategy is with Degiro but the the stock strategy is all done via Spreadbetting.

Out of Clipper as of this morning, hit my trailed stop loss. Was my main holding and in there since early June so not a bad finish.

Still own all of the others above but thinking of closing out BoI completely now for a few points gain. But need a better look when have time tonight

Spirent is on a yellow card also as no push on from the highs in early August. Been in since mid/late June so unrealised PnL after costs is about 7%.

Plus 500 results tomorrow!

Volex no longer on watch list as could not get any safe entry.

S&P will probably hold until after the santa rally (if there is one).

Bitcoin going is now at resistance area so watching that with a very close eye but my holdings are small (was my fun trade to keep me disciplined)

My Keywords Studio holding is now in yellow card territory. I have held it for 2 months and no gains. I have a rule, that if not in profit within 3 months (and SL not hit) then get out.

Second Wave numbers have spooked the markets.
tempted to add some Oil names, but reckon there's more to come.

DutchYurt wrote: »

Appreciate the input! I'm starting to think Fastly is going to keep falling now. Might follow same path as SAP after earnings.

I could be wrong but Fastly already had a sell-off on the expected lower revenue so any positives might push the SP higher. I'm holding mine with a Stop loss under 73.

AGL Energy ltd, an Australian energy utility.

20% undervalued, the SP has been steadily falling since Feb. Didvidend yield is 7.43%, revenue is down 15.3% but profit is up almost 33% and the PE is 8.34

Don't catch a sliding knife, perhaps, but it looks oversold to me and solid as a long term hold.

For those who use Degiro. When transfering funds to have them available in your account, but not ready to put them into anything just yet, what do you do? Seems the automatic option of EUR Money Market Fund is negative so it's costing me money every day (Not a lot but still...). Also does this fund remain static in the case of a sudden down turn? I'd have kept the money in my current account but it takes too much time to get it over to Degiro if a good investment comes along.

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Reminder: your current balance may be exceeding the compensation limit
We remind you that DEGIRO compensates the negative return resulting from current market interest rates and fund management fees for the first 2500 EUR of participations. For more information about Money Market Funds and our current compensation policy please click here.

If you want to avoid negative return in the Money Market Funds, some of the options are the following:
Invest into other financial products
Withdraw your money to your bank account

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cronos wrote: »

For those who use Degiro. When transfering funds to have them available in your account, but not ready to put them into anything just yet, what do you do? Seems the automatic option of EUR Money Market Fund is negative so it's costing me money every day (Not a lot but still...). Also does this fund remain static in the case of a sudden down turn? I'd have kept the money in my current account but it takes too much time to get it over to Degiro if a good investment comes along.

it's about -.5% per annum so for every €1000 you have in MMF, you lose about 2c a day. Don't lose sleep over it

RIGOLO wrote: »

I made a chunk on oil (on paper) when we exited the first wave , but held too long. Ive exited oil and will use it to offset CGT.

I think your right to consider oil, I am of the same mind, but its all about the timing.
Theres no sign we are coming out of this second wave.
Libya is going to restart full production. Refinerys are overflowing. Biden will be bad for oil , so election comes into play. And if anything winters are getting milder, alot of energy companies reported low profits this year due to a realtively mild winter . I know gas is a huge part of domestic heating but so is oil.

Anyways its a sector to keep an eye on for sure. Question is when to catch the falling knife .

I agree, it's difficult to time... so I'm nibbling a bit when I see a big drop...got some Apache yesterday

Augeo wrote: »

I hope you're joking ............ this topic seems to be more aspiring market timers then investors but if you plan to buy in the next 5 years your deposit shouldn't be played with.

Nah I wasn't being fully serious, suppose it depends on the size of the house I want. I started 3 years ago and one really bad investment set me back (70% hit because I didn't know my arse from my elbow), since then I've been taking 1/2 of my wage with 1/2 of that into my credit union and 1/2 in my investment account (maybe not 1/2 every month like when the six nations is on).

My credit union is my actual deposit the 20% has been hit, the investment is on top of deposit or maybe some of it depending on the house (Nice TV couch etc)

But I appreciate the note. 3 years later looking at fastly its evident I still don't know my arse from my elbow.

RIGOLO wrote: »

I like APA too , them and MRO will be ones I pick up when I re-enter.
Good call buying yesterday, BP announced a profit this morning maybe the oil sector will bounce back .

their outlook is grim, so not sure a small profit will do much to pacify the Oil investors
,

Kilboor wrote: »

You can access Hong Kong yes, not sure what Star Market is

Its the other duel market it is launching in.
Shanghai Stock Exchange STAR Market

Ah if Hong Kong is on it, then all good. Been waiting years for this one.

cefh17 wrote: »

Search $NEE on twitter, I saw 4:1 stock split mentioned

Excellent, thanks. From looking at Twitter I wasn't the only one shocked by such a dramatic change in price! But that is good news, thanks