Share Picks 2020

29-07-2020 12:29pm

Shedite27 wrote: »

At this stage most of the people who have online shops on Shopify would have been better off just buying Shopify shares

Bit of circular thinking there, but :pac:

Kilboor · 29-07-2020 12:31pm

Shedite27 wrote: »

Shopify blew the earnings out of the water. Shares up 8% in pre market. Bought one at $330 in March, big regrets that I didn't pick up more. At this stage most of the people who have online shops on Shopify would have been better off just buying Shopify shares

This little known secret will make you rich! Learn how YOU could become a millionaire from DROPSHOPPING

29-07-2020 12:33pm

Kilboor wrote: »

This little known secret will make you rich! Learn how YOU could become a millionaire from DROPSHOPPING

Gawdammit, I need to get a pen and paper at this stage.

One More Toy · 29-07-2020 12:34pm

Usd slide is going to kill me, I only update my portfolio in excel the last day of the month so I'm not looking forward to it

Cute Hoor · 29-07-2020 12:43pm

GSK might get oversold today

DutchYurt · 29-07-2020 12:50pm

Shedite27 wrote: »

Shopify blew the earnings out of the water. Shares up 8% in pre market. Bought one at $330 in March, big regrets that I didn't pick up more. At this stage most of the people who have online shops on Shopify would have been better off just buying Shopify shares

I work beside their office. Every day for the last maybe 2 years I've always gone, hmm I should look into them as a company, never got around to it, Hindsight right!?

dumb_parade · 29-07-2020 1:40pm

Shedite27 wrote: »

Shopify blew the earnings out of the water. Shares up 8% in pre market. Bought one at $330 in March, big regrets that I didn't pick up more. At this stage most of the people who have online shops on Shopify would have been better off just buying Shopify shares

I've been in and out of SHOP for over 3 years. If i had held on tighter i'd have made a lot more. Had over 100 shares at a cost average of $60 at one stage. But i'm more than happy with the returns since March.

Kilboor · 29-07-2020 2:57pm

Finally RGLS pops for me. 45% gain today

Kilboor · 29-07-2020 3:25pm

Kodak shows no signs of stopping. 2 dollars to 50 dollars this week

Cameras and film to Pharmaceuticals

DutchYurt · 29-07-2020 4:08pm

Kilboor wrote: »

Kodak shows no signs of stopping. 2 dollars to 50 dollars this week

Cameras and film to Pharmaceuticals

Kodak is up 294% due to trump announcement. JAYSUS

Kilboor · 29-07-2020 4:13pm

DutchYurt wrote: »

Kodak is up 294% due to trump announcement. JAYSUS

Was 550% earlier

Thargor · 29-07-2020 4:16pm

Remember when Kodak did the exact same thing with cryptocurrency a couple of years ago aswell?

Kilboor · 29-07-2020 4:39pm

Thargor wrote: »

Remember when Kodak did the exact same thing with cryptocurrency a couple of years ago aswell?

Yes that was the easiest short play ever. Only went to 12 dollars then though

Kilboor · 29-07-2020 4:39pm

Thargor wrote: »

Remember when Kodak did the exact same thing with cryptocurrency a couple of years ago aswell?

Yes that was the easiest short play ever. Only went to 12 dollars then though

Lex Luthor · 29-07-2020 4:56pm

Deleted User wrote: »

Spiked based on this... https://www.fool.com/investing/2020/07/27/why-united-microelectronics-stock-skyrocketed-toda.aspx

AMAT is the stock he has bought recently after he sold out of AMD

He generally stocks to the following
INTC
AMD
LRCX
AMAT

Now UMC, he's now a short term trader, holds for a couple years and then cashes out and moves to the next one

Das Reich · 29-07-2020 6:16pm

LB up 33% today, after so many months I am selljng now at small profit.

Cute Hoor · 29-07-2020 6:35pm

DutchYurt wrote: »

Kodak is up 294% due to trump announcement. JAYSUS

Kodak Chairman Jim Continenza very fortuitously bought 46,737 shares of Kodak stock on June 23 at an average price of $2.22. Roughly a month later, that $103,575 investment is now worth more than $1.5 million.

Jim2007 · 29-07-2020 9:20pm

Cute Hoor wrote: »

Kodak Chairman Jim Continenza very fortuitously bought 46,737 shares of Kodak stock on June 23 at an average price of $2.22. Roughly a month later, that $103,575 investment is now worth more than $1.5 million.

So what? It's just the typical type of transaction for people in such positions and the fact that it's an odd lot would suggest it is most likely some kind of conversion on a benefits package.

Only Martha Steward does insider trading in public.

Cute Hoor · 29-07-2020 9:31pm

Jim2007 wrote: »

So what? It's just the typical type of transaction for people in such positions and the fact that it's an odd lot would suggest it is most likely some kind of conversion on a benefits package.

Only Martha Steward does insider trading in public.

I was just saying he was fortunate, would you not agree.

Cute Hoor · 29-07-2020 9:35pm

Some rollercoaster day for Kodak, 273m (and counting) shares traded, probably more than $12bn worth

AmberGold · 29-07-2020 11:14pm

GAN getting hosed, could be an opportunity.

Shedite27 · 30-07-2020 10:09am

Jim2007 wrote: »

So what? It's just the typical type of transaction for people in such positions and the fact that it's an odd lot would suggest it is most likely some kind of conversion on a benefits package.

Only Martha Steward does insider trading in public.

Yeah in my company, the transactions that get registered on Yahoo Finance etc are normally when a CEO/CFO takes their bonus in shares.

in2dark · 30-07-2020 10:39am

Bloodbath for banks today in Europe... Im so much tempted. Lloyds, socgen, rbs. Great prices

30-07-2020 10:48am

in2dark wrote: »

Bloodbath for banks today in Europe... Im so much tempted. Lloyds, socgen, rbs. Great prices

Where do they stop though...

in2dark · 30-07-2020 10:52am

[Deleted User] wrote: »

Where do they stop though...

I dont think that banks will write more provisions after q2. I dont see more payment breaks coming down the line.

AmberGold · 30-07-2020 11:45am

in2dark wrote: »

Bloodbath for banks today in Europe... Im so much tempted. Lloyds, socgen, rbs. Great prices

Given my experiences with AIB and BOI I'll be abstaining.

Irishder · 30-07-2020 12:36pm

Irishder wrote: »

BLNK flying today, good start to the week

Still going strong!!

Cute Hoor · 30-07-2020 2:25pm

EDSA will be active today

30-07-2020 2:27pm

Cute Hoor wrote: »

EDSA will be active today

Up 211% in AHs!

Shedite27 · 30-07-2020 2:27pm

in2dark wrote: »

Bloodbath for banks today in Europe... Im so much tempted. Lloyds, socgen, rbs. Great prices

Think of all the shops, bars, hotels, apartments where people are going to not be able to pay rent in the next few years, where does that stop? Landlords who don't get paid, mortgages go into arrears = bank losses.

Stay away from banks IMO

Kilboor · 30-07-2020 3:19pm

Worst red day for me in a long while. Somewhat relieved by some Aussie gold gains overnight

Shedite27 · 30-07-2020 3:44pm

Bought a few of the dips today, top ups on existing successful holdings Peloton and StoneCo. Both were 5% down and the exchange rate is in our favour right now too.

DutchYurt · 30-07-2020 3:54pm

What do people think of $INTC- I doubled down on the massive dip a few days ago, thinking I should cut the losses and go for $AMD.

Paul_Mc1988 · 30-07-2020 4:08pm

DutchYurt wrote: »

What do people think of $INTC- I doubled down on the massive dip a few days ago, thinking I should cut the losses and go for $AMD.

As was listed previously stay away from intel and you missed the gravy train bump with AMD and TSMC but there may be still small gains to be made in them two.

in2dark · 30-07-2020 4:11pm

Shedite27 wrote: »

Think of all the shops, bars, hotels, apartments where people are going to not be able to pay rent in the next few years, where does that stop? Landlords who don't get paid, mortgages go into arrears = bank losses.

Stay away from banks IMO

Working for a bank myself I see things otherwise. I might be wrong... (Hope im not)

Jim2007 · 30-07-2020 5:19pm

in2dark wrote: »

Working for a bank myself I see things otherwise. I might be wrong... (Hope im not)

Well if you are then you should appreciate that banking now a commodity industry and an unconsolidated one at that. The next step, the one we're waiting for is consolidation and downsizing of the industry until it is back to a profit generation situation again.

daheff · 30-07-2020 6:51pm

Jim2007 wrote: »

Well if you are then you should appreciate that banking now a commodity industry and an unconsolidated one at that. The next step, the one we're waiting for is consolidation and downsizing of the industry until it is back to a profit generation situation again.

Can't see the consolidation happening. Regulators are afraid of too big to fail banks. They broke up a number after the crash (rbs, Fortis etc).

ExMachina1000 · 30-07-2020 8:56pm

4 of the tech giants announcing 2nd quarter earnings in an hour and after.

Shedite27 · 30-07-2020 9:32pm

Apple announced a 4-for-1 stock split

in2dark · 30-07-2020 9:34pm

What a day today... The worst on my portfolio was the bep. -30% ffs so all i could do was to buy some more...

Jim2007 · 30-07-2020 9:51pm

in2dark wrote: »

What a day today... The worst on my portfolio was the bep. -30% ffs so all i could do was to buy some more...

If the instrument is mis-priced it should not be a worry...

Aidan Harney · 30-07-2020 9:51pm

Brookfield renewable seems to have split itself into two companies today. Fwiw. I wouldn't know the potential benefit or dis benefit to the shareholder who now has two sets of shares to the same previous value. Maybe bad insofar as there'll be double the transaction fees to sell off whenever...

in2dark · 30-07-2020 9:53pm

Aidan Harney wrote: »

Brookfield renewable seems to have split itself into two companies today. Fwiw. I wouldn't know the potential benefit or dis benefit to the shareholder who now has two sets of shares to the same previous value. Maybe bad insofar as there'll be double the transaction fees to sell off whenever...

I read they merged with another company, didnt read they split

Aidan Harney · 30-07-2020 10:00pm

in2dark wrote: »

I read they merged with another company, didnt read they split

I had 100 percent brookfield renewable yesterday.
Today is 80 percent brookfield renewable partners Ltd and 20 percent brookfield renewable corporation class.
Again, not sure what that really means to me, but that's how it seems to be.

in2dark · 30-07-2020 10:06pm

Aidan Harney wrote: »

I had 100 percent brookfield renewable yesterday.
Today is 80 percent brookfield renewable partners Ltd and 20 percent brookfield renewable corporation class.
Again, not sure what that really means to me, but that's how it seems to be.

Yes now i read about the split... For every 4 bep you get a bepc

If you hold not dividable by 4 they will pay money back.

So now it explains the drop.

The problem is that im holding them in tradidng212 and bepc is not available.

Do you have them in degiro?

Aidan Harney · 30-07-2020 10:09pm

in2dark wrote: »

Yes now i read about the split... For every 4 bep you get a bepc

If you hold not dividable by 4 they will pay money back.

So now it explains the drop.

The problem is that im holding them in tradidng212 and bepc is not available.

Do you have them in degiro?

Yup, degiro.

Jim2007 · 30-07-2020 10:10pm

Aidan Harney wrote: »

Brookfield renewable seems to have split itself into two companies today. Fwiw. I wouldn't know the potential benefit or dis benefit to the shareholder who now has two sets of shares to the same previous value. Maybe bad insofar as there'll be double the transaction fees to sell off whenever...

I don't follow this company by, no that is not what is happening... here is an article on it.

It is important to understand that Brookfield Renewable is a partnership not a corporation, which is why the structure is so complex - it needs to maintaining the tax advantage for the members of the partnership.

Membership of the partnership will receive shares in a subsidiary company at no expense to them, it addition to their current share of the partnership. When it all washes out the value as opposed to the holdings should be to their advantage. Since both the shareholders in TerraForm Power Inc and the partners voted for this, I would assume there is a significant financial interest in it for them.

One More Toy · 30-07-2020 10:40pm

Shedite27 wrote: »

Apple announced a 4-for-1 stock split

What happens if you have say 5 shares, do they sell the fifth?

Bass Reeves · 30-07-2020 10:43pm

One More Toy wrote: »

What happens if you have say 5 shares, do they sell the fifth?

It's a stock split 4 for 2 so you end up with 20 shares

One More Toy · 30-07-2020 10:44pm

Bass Reeves wrote: »

It's a stock split 4 for 2 so you end up with 20 shares

4 for 1 you mean?

Share Picks 2020

Comments