Share Picks 2019

99problems1 · 26-08-2019 9:28am

I pulled out 5% down. Hoping it's the right decision.

breadmonster · 28-08-2019 10:29pm

seadrill got a nice 12% bounce today home got 6 too late to chase them now though

1st dalkey dalkey · 29-08-2019 8:07pm

Any thoughts on Irish Continental?

A good underlying business getting hammered recently by a combination of Brexit fears, sterling weakness and delayed delivery of their new ferry.

They are very real fears, but even if Brexit is a hard one, stuff still has to shift both to the UK and the continent. In fact a really hard Brexit, in which the landbridge is restricted, might even be good for IC. Re=route larger ferries direct to continent, increasing their Euro earnings while avoiding the sterling drag, and put the smaller boats on UK run.

hottipper · 29-08-2019 9:38pm

1st dalkey dalkey wrote: »

Any thoughts on Irish Continental?

A good underlying business getting hammered recently by a combination of Brexit fears, sterling weakness and delayed delivery of their new ferry.

They are very real fears, but even if Brexit is a hard one, stuff still has to shift both to the UK and the continent. In fact a really hard Brexit, in which the landbridge is restricted, might even be good for IC. Re=route larger ferries direct to continent, increasing their Euro earnings while avoiding the sterling drag, and put the smaller boats on UK run.

more to the downside i'm afraid ain't looking good on any timeframe.
might get a bounce here but i wouldn't trade it.

butrasgali · 02-09-2019 8:02pm

Anyone looking at glanbia.or would it be a good investment now..

hottipper · 02-09-2019 8:28pm

butrasgali wrote: »

Anyone looking at glanbia.or would it be a good investment now..

yeah looking good nows the time.

littlevillage · 03-09-2019 10:55pm

With Boris Johnson defeated in the vote in the House of Commons tonight will we see a nice bump in Irish/UK/Euro shares tomorrow ?

JMMCapital · 04-09-2019 2:22am

littlevillage wrote: »

With Boris Johnson defeated in the vote in the House of Commons tonight will we see a nice bump in Irish/UK/Euro shares tomorrow ?

Hopefully down a good bit today.

littlevillage · 04-09-2019 10:44am

littlevillage wrote: »

With Boris Johnson defeated in the vote in the House of Commons tonight will we see a nice bump in Irish/UK/Euro shares tomorrow ?

Like a rocket from the crypt ... BOI & AIB up 5% each this morning.

No way for me to profit here unfortunately... as I got out of the Irish banks some time ago.

JMMCapital · 04-09-2019 6:07pm

Nostrum Oil & Gas up 13.15% today. Nice little moves on Aviva & Mediclinic too.

heffo500 · 05-09-2019 3:15pm

The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos

Makes for interesting reading.

NoteAgent · 05-09-2019 10:03pm

I think there could be opportunity in UK equities over the next couple of years. Not among the companies that depend on outside trade but rather the ones that trade exclusively within the UK. Share prices just keep falling.
On top of that your getting a very favourable exchange rate

Mickiemcfist · 06-09-2019 9:30am

NoteAgent wrote: »

I think there could be opportunity in UK equities over the next couple of years. Not among the companies that depend on outside trade but rather the ones that trade exclusively within the UK. Share prices just keep falling.
On top of that your getting a very favourable exchange rate

You'd have to be careful. If it's a B2C business what if all the UK customers work for companies who trade with Europe & lose their jobs or take pay cuts?

ct5amr2ig1nfhp · 06-09-2019 10:50am

Ryanair gaining, up 12+% on year low during Aug.

littlevillage · 11-09-2019 11:32am

littlevillage wrote: »

With Boris Johnson defeated in the vote in the House of Commons tonight will we see a nice bump in Irish/UK/Euro shares tomorrow ?

ISEQ up about 6% since my post on 3/9/19.

at the time I was actually in the process of selling out my Stockmarket positions.... (moving my loot to safer harbours til all the current uncertainty has sorted itself out). Glad I was a bit tardy about doing it now. My Portfolio of shares (Irish/UK/US) is up 5% over the last 4 trading days.

Really just goes to show .... If you are not in, you can't win. :rolleyes:

PS. Still looking to sell out of my Stockmarket holdings in the next few Months.

Supercell · 11-09-2019 12:17pm

Anyone dipping their toes into the SAAS/Cloud stocks after the sell off in the last couple of days?
Got some MA yesterday and had limit orders in for V and PYPL which were just a bit too hopeful (literally missed by about 50c on both).
Anyone think this so called "rotation" in the US tech stocks is the smart money leaving before a wider dip? I'm extremely cautious and was all in cash until yesterdays MA purchase which was only small position. MDB and TTD are ones I'm watching closely as well as any further weakness in V and PYPL

Bob Harris · 11-09-2019 12:22pm

Supercell wrote: »

Anyone dipping their toes into the SAAS/Cloud stocks after the sell off in the last couple of days?
Got some MA yesterday and had limit orders in for V and PYPL which were just a bit too hopeful (literally missed by about 50c on both).
Anyone think this so called "rotation" in the US tech stocks is the smart money leaving before a wider dip? I'm extremely cautious and was all in cash until yesterdays MA purchase which was only small position. MDB and TTD are ones I'm watching closely as well as any further weakness in V and PYPL

If the money is flowing away from the likes of V and Disney that have had a very good run then it'll probably be a few days of a dip.

RedRochey · 11-09-2019 12:23pm

Supercell wrote: »

Anyone dipping their toes into the SAAS/Cloud stocks after the sell off in the last couple of days?
Got some MA yesterday and had limit orders in for V and PYPL which were just a bit too hopeful (literally missed by about 50c on both).
Anyone think this so called "rotation" in the US tech stocks is the smart money leaving before a wider dip? I'm extremely cautious and was all in cash until yesterdays MA purchase which was only small position. MDB and TTD are ones I'm watching closely as well as any further weakness in V and PYPL

Exact same thing happened last year, start of September there was a big rotation out of tech stocks, I think the thought behind it was that fund managers have an eye at year end and want to lock in some profits now, they're probably up 15-20% so are happy to take that and move into something more safe until year end

Wombatman · 11-09-2019 3:44pm

littlevillage wrote: »

ISEQ up about 6% since my post on 3/9/19.

at the time I was actually in the process of selling out my Stockmarket positions.... (moving my loot to safer harbours til all the current uncertainty has sorted itself out). Glad I was a bit tardy about doing it now. My Portfolio of shares (Irish/UK/US) is up 5% over the last 4 trading days.

Really just goes to show .... If you are not in, you can't win. :rolleyes:

PS. Still looking to sell out of my Stockmarket holdings in the next few Months.

Another cracking day but I'm thinking along the same line as you.

When is the right time to pull the trigger? Was setting the fast approaching end of Sept as my target but FOMO got me good.

What if there is another extension?

China trade deal could be a nice boost too if they can get something over the line in October talks. Probably nothing substantial but kicking anything drastic down the road would be good in the short term.

Supercell · 11-09-2019 5:28pm

MDB and V came back to what I wanted and got today so pleased, PYPL looks like it got away, TTD got within a cent of my limit order ($208.5) so far but maybe it will come too before the day is out. Have a limit order in for ZS at $45, its on day one of a fall and often a rule of three is reasonable. Wouldnt be surprised to see a bounce tomorrow in the tech stocks.

Lex Luthor · 16-09-2019 12:14pm

Merck (NYSE: MRK) expecting FDA approval this Friday
One to watch this week

Bob Harris · 16-09-2019 12:21pm

Lex Luthor wrote: »

Merck (NYSE: MRK) expecting FDA approval this Friday
One to watch this week

Sell before Friday then.

Mad_maxx · 17-09-2019 10:21am

Sold the bulk of my smurfit kappa stock @30.15 last week, will rebuy at under 25, looks like a renewed takeover is off the table

ballyharpat · 17-09-2019 11:18am

apple has been on the up and up, sold half my position at $210 after buying in at 185
I bought into Core laboratories after reading a few articcles on the Motley Fool and seeing they had a good dividend-up nearly 40% in the last 3 weeks.
I had been buying USO when ever it went below $11 and selling when it reached $12 but always left in 2/3 of the shares, been making nice gains, obviously the last few days have been through the roof.
My portfolio is 5% above where I hoped it would be by Christmas, I'll put a few trailing stop losses on them, I have one dog in there, AMSSY, down about 30% at the moment , but I think it could have a good session if iphones rebound. I had too much in Apple last year, still up a bit, but I should have diversified more-apple and oil are where I've been, except for a few european etf's.
I find it difficult to find the time to properly research many stocks and I've no interest in penny stocks. It's been a good run though. It always comes right if you pick a stock you believe in and have patience, in my experience, but I'm only at it 15 years, I'm sure others are at it longer.

Caquas · 17-09-2019 7:43pm

Ilovemycharlie wrote: »

I would recommend both AIB & Bank of Ireland there share prices are still attractive I’m bullish long term on the Irish economy. I’ll look through my notes for more soon.

I hope you didn’t take your own advice. Both AIB and BoI shares have been hammered over the past year, losing over half their value. The six weeks to early September were a nightmare. Oddly, the past fortnight have seen a bounce back. The media say it’s Brexit related I.e. the letter Boris has to send asking for an extension. If anyone thinks that is a guarantee against a no deal Brexit, they deserve to lose their money 💰.

littlevillage · 17-09-2019 10:43pm

Mad_maxx wrote: »

Sold the bulk of my smurfit kappa stock @30.15 last week, will rebuy at under 25, looks like a renewed takeover is off the table

Ex Dividend next week. (26th) prices of these generous dividend stocks fluctuate wildly round ex dividend date.

Mad_maxx · 18-09-2019 8:07am

littlevillage wrote: »

Mad_maxx wrote: »

Sold the bulk of my smurfit kappa stock @30.15 last week, will rebuy at under 25, looks like a renewed takeover is off the table

Ex Dividend next week. (26th) prices of these generous dividend stocks fluctuate wildly round ex dividend date.

For a large company ( by Irish standards), smurfit is extremely volatile, very thinly traded stock

littlevillage · 24-09-2019 11:07am

Mad_maxx wrote: »

For a large company ( by Irish standards), smurfit is extremely volatile, very thinly traded stock

Aggreed. But with that volatility comes opportunities.

At present it trades in a fairly well defined range soo its a no brainer to dip in and cash out as appropriate. The 3% dividend per anum (if you are lucky enough to be invested at the times of the year) is just icing on the cake.

Mad_maxx · 25-09-2019 9:37pm

littlevillage wrote: »

Mad_maxx wrote: »

For a large company ( by Irish standards), smurfit is extremely volatile, very thinly traded stock

Aggreed. But with that volatility comes opportunities.

At present it trades in a fairly well defined range soo its a no brainer to dip in and cash out as appropriate. The 3% dividend per anum (if you are lucky enough to be invested at the times of the year) is just icing on the cake.

Reckon I should have gotten back in today, down 14% from the highs of two weeks ago, goes ex dividend tomorrow so that put me off buying, wouldn't be surprised if it drops very little tomorrow

littlevillage · 25-09-2019 11:45pm

Mad_maxx wrote: »

Reckon I should have gotten back in today, down 14% from the highs of two weeks ago, goes ex dividend tomorrow so that put me off buying, wouldn't be surprised if it drops very little tomorrow

Yeah, added a few more shares myself today in the low €26's you needed to be on Share register at midnight tonight to qualify for this upcoming dividend.. SP will probably fall again tomorrow....but where it goes from there is anybodies guess

as a general trend though, I think paper and cardboard is a good market to be in ....(green economy etc. ) especially if the big players can aggree to cut capacity and put a floor under pricing.

Captainsatnav · 26-09-2019 12:08pm

Square Enix (EI4) going gangbusters last few days - finally, albeit barely, in the green for me after 14 months

Cute Hoor · 27-09-2019 11:13am

Cute Hoor wrote: »

Osram

Carlyle Group & Bain are offering €35 per share for Osram (OSR), offer accepted by the supervisory and management boards of Osram, offer is subject to receiving 70% acceptance by early September.
They had only 0.9% acceptances by last Friday, probably wouldn't be that unusual that it's so low at that stage.

AllianzGI, who own a 9.3% stake in Osram, have said that Osram shares were worth more than had been offered and it was not inclined to accept the bid, despite the board of management and supervisory board recommending it to shareholders - interestingly they haven't (afaik) stated definitively that they will not be accepting the offer. When AllianzGI took its stake above 5% in 2017, Osram shares were trading at €67. And when it raised the stake again late last year, they were trading at about €40, so presumably they stand to make a significant loss if the €35 offer is accepted.

AMS are also sniffing around Osram, making an offer valuing Osram's shares at €38.50. Osram queried AMS's ability to fund the deal and AMS's interest seems to have waned somewhat. On Tuesday AMS said it had been engaged in discussions with Osram, but that “following an evaluation of recent developments AMS does not see a sufficient basis for continuing these discussions”. Again it doesn't appear to be definitively ruling out continuing interest.

After the AllianzGI pronouncement the OSR share price dropped by about 10%, they are trading around €31.60 at the moment, they were at €30.70 earlier in the day.

Carlyle & Bain have obviously put a fair investment into reaching this stage so I'd imagine they would be reluctant to walk away now and there could also be rival bid(s).

Should be an opportunity here to make 10% by year end with limited risk.

AMS have come in again this morning with a 'best and final offer' of €41, Bain still in the frame (now with Advent after Carlyle pulled out), they could still outbid AMS. There may not be much more play in this as AMS are hardly likely to come back with a 'bestest and definitely final offer'

Taylor365 · 27-09-2019 8:51pm

Thoughts on $MO?

Headed into the ground or will it recover?

Bag holding from €53.

Might get in low if vaping isn't destroyed entirely.

Thargor · 27-09-2019 10:11pm

The vaping thing will blow over, its built on complete bullsh1t, the only ones dying are the ones inhaling homemade THC crap where the THC has been extracted with chemicals you dont find in a normal vape. Its too embedded in society now anyway, nearly political suicide to try and impose prohibition.

Mad_maxx · 27-09-2019 10:57pm

littlevillage wrote: »

Mad_maxx wrote: »

Reckon I should have gotten back in today, down 14% from the highs of two weeks ago, goes ex dividend tomorrow so that put me off buying, wouldn't be surprised if it drops very little tomorrow

Yeah, added a few more shares myself today in the low €26's you needed to be on Share register at midnight tonight to qualify for this upcoming dividend.. SP will probably fall again tomorrow....but where it goes from there is anybodies guess

as a general trend though, I think paper and cardboard is a good market to be in ....(green economy etc. ) especially if the big players can aggree to cut capacity and put a floor under pricing.

I bought @26.50 after it was obvious the drop was priced in prior to ex dividend day, sold again today @27.60 for a 270 euro scalp , fifty day moving average wasn't cleared today and the s+p looks stuck under 3000, think we drop back again under 26 next week

FFVII · 29-09-2019 8:54pm

Captainsatnav wrote: »

Square Enix (EI4) going gangbusters last few days - finally, albeit barely, in the green for me after 14 months

Why did you buy 14 months ago? Didn't move much in fairness.

I was gonna buy stock a month ago, didn't, IT IS COMING IN MARCH. It will be big.

Captainsatnav · 29-09-2019 10:15pm

FFVII wrote: »

Why did you buy 14 months ago? Didn't move much in fairness.

I was gonna buy stock a month ago, didn't, IT IS COMING IN MARCH. It will be big.

Went From 44 to around 25 I think

Jim2007 · 30-09-2019 1:27pm

FFVII wrote: »

Why did you buy 14 months ago? Didn't move much in fairness.

I was gonna buy stock a month ago, didn't, IT IS COMING IN MARCH. It will be big.

Have you thought of trying the dogs, better entertainment and a similar chance of an outcome based on your strategy.

Try to understand a simple concept: In the short term the stock exchange is a voting machine and in the long term it's a weighting scales.

FFVII · 30-09-2019 5:53pm

Jim2007 wrote: »

Have you thought of trying the dogs, better entertainment and a similar chance of an outcome based on your strategy.

Try to understand a simple concept: In the short term the stock exchange is a voting machine and in the long term it's a weighting scales.

Their wasnt a reason to buy it 14 months ago, their sure as hell is now. And it's coming in March.

I'd be amazed if this isn't a sure thing.

Hell, even Sony could be worth buying. I bought a PS4 especially for March. I won't be alone.

Bob Harris · 30-09-2019 6:16pm

FFVII wrote: »

Their wasnt a reason to buy it 14 months ago, their sure as hell is now. And it's coming in March.

I'd be amazed if this isn't a sure thing.

Hell, even Sony could be worth buying. I bought a PS4 especially for March. I won't be alone.

I know nothing about the company but if you know something is going to happen in March then everyone does so even though it hasn't happened yet it's kind of old news. Turns out it's a game release as I've just looked. A well known one too so not much of a surprise element. If sales go really well that'll be kind of expected. If they don't go so well it'll take a beating. You're either very naíve or doing a bit of amateur trolling.

Taylor365 · 30-09-2019 6:23pm

FFVII wrote: »

Their wasnt a reason to buy it 14 months ago, their sure as hell is now. And it's coming in March.

I'd be amazed if this isn't a sure thing.

Hell, even Sony could be worth buying. I bought a PS4 especially for March. I won't be alone.

Yea. That's priced in a looooong time ago.

Don't go near gaming stocks is my free advice for the day.

FFVII · 30-09-2019 7:25pm

It's part 1 + price is apparently the same for over a year now.

FFVII · 30-09-2019 7:29pm

Bob Harris wrote: »

I know nothing about the company but if you know something is going to happen in March then everyone does so even though it hasn't happened yet it's kind of old news. Turns out it's a game release as I've just looked. A well known one too so not much of a surprise element. If sales go really well that'll be kind of expected. If they don't go so well it'll take a beating. You're either very naíve or doing a bit of amateur trolling.

This is the same as Nvidia releasing a new card range (killer) a 16 months (?) Back. Was that priced in? Seemingly not.

If everything is priced in nothing would be worth buying.

Bob Harris · 30-09-2019 7:51pm

It's only now I've copped your username.

Treppen · 30-09-2019 8:11pm

Bob Harris wrote: »

I know nothing about the company but if you know something is going to happen in March then everyone does so even though it hasn't happened yet it's kind of old news. Turns out it's a game release as I've just looked. A well known one too so not much of a surprise element. If sales go really well that'll be kind of expected. If they don't go so well it'll take a beating. You're either very naíve or doing a bit of amateur trolling.

Ah shur let the guy have his punt. If he's a proper gamer then he knows more than you or I.

RedRochey · 01-10-2019 8:36am

My top gaming stock would be CD Projekt, releasing Cyberpunk 2077 next April, some of which would be priced in already I assume, but I still think this game will be a big surprise on the upside

q85dw7osi4lebg · 01-10-2019 7:13pm

TD Ameritrade taking some beating today. Might be worth a long scalp if you’re interested in that.

Cute Hoor · 01-10-2019 8:56pm

Asher Wooden Coupon wrote: »

TD Ameritrade taking some beating today. Might be worth a long scalp if you’re interested in that.

Charles Schwab now offering commission free trading, following IB's announcement a few days ago, following Firstrade's move to commission free a year ago, looks like commission free trading is here to stay for the US brokers, Ameritrade will probably have little choice but to follow suit.

q85dw7osi4lebg · 01-10-2019 8:58pm

The fact they can offer commission free trading just shows how much that have milked for years.

Cute Hoor · 01-10-2019 9:11pm

Asher Wooden Coupon wrote: »

The fact they can offer commission free trading just shows how much that have milked for years.

Charles Schwab cut its retail trading commissions to $4.95 from $6.95 in February 2017. Since then, assets at the firm have grown by about $800 billion, obviously not all from fees but it was a fairly lucrative earner for them I reckon.

Share Picks 2019

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