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26-10-2020, 11:58   #5551
DutchYurt
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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.
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26-10-2020, 13:33   #5552
Nemeses2050
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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.
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26-10-2020, 13:59   #5553
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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.
Appreciate the input! I'm starting to think Fastly is going to keep falling now. Might follow same path as SAP after earnings.
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26-10-2020, 14:38   #5554
PHG
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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.

Last edited by PHG; 26-10-2020 at 14:48.
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26-10-2020, 15:40   #5555
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My entire portfolio is down big time today. Seems the entire market has had a bad day
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26-10-2020, 15:57   #5556
Nemeses2050
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Second Wave numbers have spooked the markets.
tempted to add some Oil names, but reckon there's more to come.
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26-10-2020, 15:59   #5557
DutchYurt
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My entire portfolio is down big time today. Seems the entire market has had a bad day
Just pretend you're colour blind and it'll be fine. Don't pretend when driving though!

But I'm the same, overall 15% down on my entire portfolio. Was hoping to be out before the election but here I am. My house deposit is at play! It'll be fine, be green by Wednesday!
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26-10-2020, 16:01   #5558
Nemeses2050
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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.
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26-10-2020, 17:41   #5559
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Tim: *Must remain calm*, this is normal, the stock market takes the stairs up but esculator down lol.
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26-10-2020, 17:53   #5560
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When you show no inclination to do the hard work and deliver up well throughout recommendations... would anyone be motivated to share their hard work with you?

Just expressing opinions of the back of talking heads does means you don't bring anything to the table in return.
ok so I take that as a NO ....
you dont have any actual Share picks to put up in this thread.

dats cool , free country .
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26-10-2020, 17:53   #5561
DutchYurt
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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.
Yeah I get what you mean, but there was the big sell off, and its been a drip sell every day. Lots of resistance at 74, can see that ARRK ETF and Cathy Wood (apparently she's important going by message boards) have added it to their portfolio but its currently sitting at 73.50~ I don't want to be a bag holder but I'm 20% down right now on it. This tends to happen when I make big plays
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26-10-2020, 18:24   #5562
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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.
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26-10-2020, 18:25   #5563
RIGOLO
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I bought TILS last week at 180p. Thought it had a good bit of promise to roll up to £2+ by the end of the month as it is to have a 1 for 1 demerger at the end of the month. However, it seems to be struggling to break above the 180 mark. The twiterati seem to be putting this down to US MMs keeping the price suppressed and it's only a matter if time before it shoots up, but whether that's true could be anyone's guess .

It has a promising pipeline, including a potential covid treatment similar to the one which was used on Trump, and that Pipeline the main reason I'm in it.


(I referred to its US ticket TLSA last week, but decided to stay away from the Nasdaq on this one.)
Im on board with them also.
They are spinning off an in house product (StemPrinter) into a seperate company to extract value in that. There will be shares in the new company Accustem issued to holders of record end of day tomorrow (open to correction)
You can pick them up TILS on AIM or via an ADR - TLSA in Frankfurt or Nasdaq. Ultimately they will look to list Accustem on Nasdaq.

What a crazy red day, went for a very long cycle , came home and crashed , logged on and see all markets are down. We knew it was coming , pre election sell off compounded by Europe going into a major lockdown cos of Covid, my portfolio is weighted in that sector, lets see if it holds firm thru the week.
Hang in there , I expect the guy who can remember the name of his opponent will win and we will have a bigly market rally in 9 days.
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26-10-2020, 22:22   #5564
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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.

=================================

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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27-10-2020, 08:20   #5565
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NCYT .. day 2 of NCYT gettting battered.

So lets see where we are at, Germany, France and US all reported record cases this week.
Entering the winter months, expecations and rumours are rife that further levels of lockdown are going to be implemented across Europe.
Rumours of a vaccine but we will still need testing for many many years.
NCYT havent had an RNS or sales update so this drop is based on 'no specific NCYT news'.
And the LSE chat board goes down, second time during these drops, call me a conspiracy tin hat guy.
Ive seen this pattern before , many times, Im holding and will pick up some more .
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