Share Picks 2019

q85dw7osi4lebg · 31-01-2019 4:11pm

Just hit 20% gain with NIO myself. Hoping for another 1000% with this one!

Mad_maxx · 31-01-2019 10:46pm

Underground wrote: »

Have held on to FB since getting in at $136...very tempted to sell at this point and just put it in the bank for now.

Do no such thing, it's very cheap for the level of growth, its a $250 stock within two years

Mickiemcfist · 01-02-2019 9:06am

Mad_maxx wrote: »

Do no such thing, it's very cheap for the level of growth, its a $250 stock within two years

What tells you that?

Jim2007 · 01-02-2019 11:14am

Mad_maxx wrote: »

Do no such thing, it's very cheap for the level of growth, its a $250 stock within two years

Really and how exactly do you measure ‘cheap’ versus growth then? What is the yardstick then?

It is a company with few tangible assets, highly dependent on reputation and social trends for it’s valuation. How are you measuring that risk versus say a recovery in say GE? And what level of return would you require to take on that level of risk?

You are not giving advice, you’re speculating with someone else’s money!

q85dw7osi4lebg · 01-02-2019 11:24am

Looking for a gamble, short term 20% plus opportunity, any tips?

Squeaksoutloud · 01-02-2019 11:28am

Asher Wooden Coupon wrote: »

Looking for a gamble, short term 20% plus opportunity, any tips?

AVEO! Dropped 60% yesterday due to delays in FDA approval. Already approved in EU. Someone tipped them in the 2018 thread.. Bad day yesterday.

ct5amr2ig1nfhp · 01-02-2019 11:35am

Interesting. Will give them a look.

Squeaksoutloud wrote: »

AVEO! Dropped 60% yesterday due to delays in FDA approval. Already approved in EU. Someone tipped them in the 2018 thread.. Bad day yesterday.

q85dw7osi4lebg · 01-02-2019 11:58am

Thanks will do some homework before open

Squeaksoutloud · 01-02-2019 12:00pm

Not sure I would to be honest but you never know. Seems oversold possibly but obviously issues with FDA approval so I'm not convinced. Might be worth the risk now after the drop but I'm not happy anyway.

q85dw7osi4lebg · 01-02-2019 12:09pm

Things look fairly dire for now, interesting that it's approved in EU and not the other way around. An overreaction maybe but a long wait for recovery. Might dip toes, will see how it is PM.

Mad_maxx · 01-02-2019 3:44pm

Jim2007 wrote: »

Really and how exactly do you measure ‘cheap’ versus growth then? What is the yardstick then?

It is a company with few tangible assets, highly dependent on reputation and social trends for it’s valuation. How are you measuring that risk versus say a recovery in say GE? And what level of return would you require to take on that level of risk?

You are not giving advice, you’re speculating with someone else’s money!

Forward PE is low for a company with such strong growth.

I'm familiar with your ultra orthodox style and philosophy.if Facebook waa $30 with a PE of 5, you would advise against owning it

I did not advocate putting everything in Facebook but it blew away earnings expectations and the massive move yesterday confirmed the recent lows of sub $130 were unwarranted, the poster bought it so must have felt it was undervalued,

q85dw7osi4lebg · 01-02-2019 4:12pm

Squeaksoutloud wrote: »

AVEO! Dropped 60% yesterday due to delays in FDA approval. Already approved in EU. Someone tipped them in the 2018 thread.. Bad day yesterday.

.67 now, hard to know what to do. :pac:

scheister · 01-02-2019 4:16pm

Asher Wooden Coupon wrote: »

.67 now, hard to know what to do. :pac:

yea no bounce at all would be a very bad sign.

q85dw7osi4lebg · 01-02-2019 8:00pm

.59 now. I’ll see it it looks just before close. Might be worth a small punt.

Squeaksoutloud · 01-02-2019 8:14pm

Asher Wooden Coupon wrote: »

.59 now. I’ll see it it looks just before close. Might be worth a small punt.

Don't think I would to be honest. I nearly sold last week! Doh. Hding for now as not much worth there anyway at this stage. Not much sales in Europe either.

q85dw7osi4lebg · 01-02-2019 9:02pm

Squeaksoutloud wrote: »

Don't think I would to be honest. I nearly sold last week! Doh. Hding for now as not much worth there anyway at this stage. Not much sales in Europe either.

In at .59, may as well keep you company !

adam88 · 01-02-2019 10:14pm

Jasiah Tight Geese wrote: »

Interesting. Will give them a look.

They’re down from over 20$ few years ago. What happened ??

Jim2007 · 03-02-2019 8:41am

Mad_maxx wrote: »

Forward PE is low for a company with such strong growth.

So because someone analyst came up with a figure it must be right.... When analysts fail to get it right they blame the company for failing to meet their expectations rather than accepting their responsibility for getting it wrong.

And of course your statement fails to address the original question on risk.

I'm familiar with your ultra orthodox style and philosophy.if Facebook waa $30 with a PE of 5, you would advise against owning it

You don’t know me nor my investing style. And even if you did it should have no influence on your opinion of the company nor your ability to answer the questions posed.

I did not advocate putting everything in Facebook but it blew away earnings expectations and the massive move yesterday confirmed the recent lows of sub $130 were unwarranted, the poster bought it so must have felt it was undervalued,

That is simply evidence of the crowd mentality. Just because people agree with you does not mean you are right on a valuation.

You did not answer any of the original questions posed nor provided any meaningful insight in the post => to much listen to the talking heads.

Enough said.

XMG · 03-02-2019 9:51pm

AVEO are having the same issue with FDA approval that they had in 2013, a lack of overall survival data, I'd say they will get there eventually so if I was invested then I'd hold on.

On another note, I’ll be keeping an eye on STX tomorrow, earnings report out after market close

q85dw7osi4lebg · 04-02-2019 11:58am

Doubled down on Ryanair at 10.88. Results not terrible. BEP now 10.40.

Supercell · 04-02-2019 5:16pm

Reading up about Cannabis stocks and took a punt on ACB and APHA last Friday, already up over 10%, bonkers!

Mad_maxx · 04-02-2019 10:04pm

Asher Wooden Coupon wrote: »

Doubled down on Ryanair at 10.88. Results not terrible. BEP now 10.40.

They weren't terrible but can't see much more gains this side of brexit

q85dw7osi4lebg · 04-02-2019 10:09pm

Mad_maxx wrote: »

They weren't terrible but can't see much more gains this side of brexit

Happy enough to sit for now anyway.

Current holdings:

AAPL
RGSE
HIVE
AVEO
ILMN
GM
Ryanair
SBUX
NIO

evolving_doors · 04-02-2019 11:24pm

Supercell wrote: »

Reading up about Cannabis stocks and took a punt on ACB and APHA last Friday, already up over 10%, bonkers!

Welcome to the rollercoaster. I'm up 300% odd (small investment) between the big 4. Acb canopy aphria organigram . But in it for the very long haul and not buying any more.
I think it's an international game at this stage so do your research if you are going to buy in any more. I reckon there'll be more dips to come.

vargoo · 04-02-2019 11:41pm

evolving_doors wrote: »

Welcome to the rollercoaster. I'm up 300% odd (small investment) between the big 4. Acb canopy aphria organigram . But in it for the very long haul and not buying any more.
I think it's an international game at this stage so do your research if you are going to buy in any more. I reckon there'll be more dips to come.

What little ads I see online, most have lads in sharp suits advising people to buy weed stocks ...even my father was talking about them!

evolving_doors · 04-02-2019 11:43pm

vargoo wrote: »

What little ads I see online, most have lads in sharp suits advising people to buy weed stocks ...even my father was talking about them!

Ya it's a bit like the dotcom or Bitcoin frenzy... but at the same time the main companies are producing/selling/heading towards profit.

q85dw7osi4lebg · 05-02-2019 11:23am

Asher Wooden Coupon wrote: »

Doubled down on Ryanair at 10.88. Results not terrible. BEP now 10.40.

Probably my best trade of the year so far.

bcklschaps · 05-02-2019 6:34pm

Davy StockBrokers released a research note on their client, Kenmare Resources yesterday. Kenmare are mining for titanium in Mozambique. Davy reckon its massively underpriced at €2.50 on the ISEQ...and this doesn't reflect the fact that they have brought the mine to production. They have a target of €6. Thats a whopping 140% upside for believers :-o

Personally it does indeed look undervalued ...but exploration stocks are getting a kicking worldwide at the moment, soo it might be a mid or long term play

Mad_maxx · 05-02-2019 11:24pm

bcklschaps wrote: »

Davy StockBrokers released a research note on their client, Kenmare Resources yesterday. Kenmare are mining for titanium in Mozambique. Davy reckon its massively underpriced at €2.50 on the ISEQ...and this doesn't reflect the fact that they have brought the mine to production. They have a target of €6. Thats a whopping 140% upside for believers :-o

Personally it does indeed look undervalued ...but exploration stocks are getting a kicking worldwide at the moment, soo it might be a mid or long term play

Broker notes are not worth the paper they are printed on, goodbody put a 40 euro price target on crh last summer when it was at 30, it dropped 30%. Afterwards

bcklschaps · 06-02-2019 10:21am

Mad_maxx wrote: »

Broker notes are not worth the paper they are printed on, goodbody put a 40 euro price target on crh last summer when it was at 30, it dropped 30%. Afterwards

I don't disagree with you. But maybe an interesting one to keep on the backburner watchlist all the same.

incidently CRH in the news today and sp has taken a good jump.

https://www.rte.ie/news/business/2019/0206/1027818-crh-shareholding/

Bob Harris · 06-02-2019 10:25am

bcklschaps wrote: »

Davy StockBrokers released a research note on their client, Kenmare Resources yesterday. Kenmare are mining for titanium in Mozambique. Davy reckon its massively underpriced at €2.50 on the ISEQ...and this doesn't reflect the fact that they have brought the mine to production. They have a target of €6. Thats a whopping 140% upside for believers :-o

Personally it does indeed look undervalued ...but exploration stocks are getting a kicking worldwide at the moment, soo it might be a mid or long term play

Unsurprisingly Davy is listed on the Kenmare site as one of their 3 stockbrokers.
https://www.kenmareresources.com/investors/shareholder-information/advisers-and-registrars

bcklschaps · 06-02-2019 11:16am

Bob Harris wrote: »

Unsurprisingly Davy is listed on the Kenmare site as one of their 3 stockbrokers.
https://www.kenmareresources.com/investors/shareholder-information/advisers-and-registrars

Davy StockBrokers released a research note on their client, Kenmare Resources

:rolleyes:

Wheety · 06-02-2019 11:36am

Asher Wooden Coupon wrote: »

Probably my best trade of the year so far.

I didn't manage to get mine down that low. BEP is 12.09. Bought a good few more when it was around 10 to bring it down to that. Was only getting started when they were around 16. Will only buy more if they drop again with Brexit but the news of O'Leary staying on and the restructuring has given it a bounce.

Currently 11.67 so not too far from breaking even. Didn't think it'd happen so quickly.

q85dw7osi4lebg · 06-02-2019 11:54am

Wheety wrote: »

I didn't manage to get mine down that low. BEP is 12.09. Bought a good few more when it was around 10 to bring it down to that. Was only getting started when they were around 16. Will only buy more if they drop again with Brexit but the news of O'Leary staying on and the restructuring has given it a bounce.

Currently 11.67 so not too far from breaking even. Didn't think it'd happen so quickly.

I reckon we will see close to 14 again before end q2 so I'm hanging around for now.

Captainsatnav · 06-02-2019 12:43pm

Providence Resources creeping up the last few weeks, almost nudging its 1 year high. Have sell order of everything in at €0.20 which was what it opened at this morning but no takers yet. stand to make a few bob at that price which I may either punt on weed or be sensible and try get my Ryanair BEP down from €16

littlevillage · 06-02-2019 2:15pm

bcklschaps wrote: »

I don't disagree with you. But maybe an interesting one to keep on the backburner watchlist all the same.

incidently CRH in the news today and sp has taken a good jump.

https://www.rte.ie/news/business/2019/0206/1027818-crh-shareholding/

That announcement seems to have put the afterburners on CRH sp. Up 5% today. But still only approaching my €28 BEP point now (shows how bad a 6 months they have had) :rolleyes:

littlevillage · 06-02-2019 2:21pm

Captainsatnav wrote: »

Providence Resources creeping up the last few weeks, almost nudging its 1 year high. Have sell order of everything in at €0.20 which was what it opened at this morning but no takers yet. stand to make a few bob at that price which I may either punt on weed or be sensible and try get my Ryanair BEP down from €16

Fair play captain

and a lot of people on the Share Picks 2018 thread guffawed when I (and somebody else) suggested Providence might be a good place to throw a bit of spare change. Got in and out myself last year and was waiting, waiting, waiting for it to go down to 11c for a buy in again but it never did

greenfield21 · 06-02-2019 2:30pm

There's just no volume moving providence though, looking on the lse trades it's so quiet. Could see a lot of manipulation. The an taisce survey challenge put a downer on it. Also with drilling far away so I think it will fall back. Hopefully an rns with survey approval and maybe some other farmouts might change things. Maybe get more mug punters on board with more media coverage. Its gambling a binary bet.

Captainsatnav · 06-02-2019 3:08pm

greenfield21 wrote: »

There's just no volume moving providence though, looking on the lse trades it's so quiet. Could see a lot of manipulation. The an taisce survey challenge put a downer on it. Also with drilling far away so I think it will fall back. Hopefully an rns with survey approval and maybe some other farmouts might change things. Maybe get more mug punters on board with more media coverage. Its gambling a binary bet.

Yea I have just under 1500 shares locked and loaded with a sell order at the market price since about10am this morning. Haven't shifted

Mad_maxx · 06-02-2019 5:46pm

littlevillage wrote: »

That announcement seems to have put the afterburners on CRH sp. Up 5% today. But still only approaching my €28 BEP point now (shows how bad a 6 months they have had) :rolleyes:

Crh is below where it was in 2007, its a dividend payer, like smurfit kappa, no real growth

q85dw7osi4lebg · 06-02-2019 7:06pm

Big drop with TTWO today, picked up a few just now.

littlevillage · 06-02-2019 8:04pm

Mad_maxx wrote: »

Crh is below where it was in 2007, its a dividend payer, like smurfit kappa, no real growth

Interesting observation. CRH fell from a high of €35 in 2007 to a low of € 11 in 2011. As cyclicals I wonder would both now also be close to their highs again given that we are arguably at the top of another Economic cycle?

(I currently hold a nice bit of CRH and a small few Smurfit shares)

retalivity · 06-02-2019 8:15pm

From the other thread a few months ago:

Atlassian @78
Alibaba @140

Currently $103 & $170, will cash a few of them out. Also got skyworks around the same time for $65, sold out today at $82 after earnings. Where to go now???

q85dw7osi4lebg · 06-02-2019 8:50pm

Took my NIO profits, great day at the races. Still long with a decent holding.

Cute Hoor · 06-02-2019 10:45pm

Cute Hoor wrote: »

SAN.MC €4.10 (Target €4.51)
BUR.L £15.78 (Target £17.36)
MONC.MI €28.37 (Target €31.21)
RYA €10.41 (Target €11.46)
VOO $224.50 (Target $246.95)

Four out of five in now

MONC.MI €28.37 (Target €31.21) - Reached €31.67 9/1/2019 - now €34.21
BUR.L £15.78 (Target £17.36) - Reached £18.08 today 24/1/2019 - now £18.66
RYA €10.41 (Target €11.46) - Closed €11.56 today 6/2/2019
VOO $224.50 (Target $246.95) - Closed $250.79 today 6/2/2019

Just one to go now, the dream of lolling in a hammock sipping a Carribean Stallion on La Plage Du Maui lives on!

cefh17 · 06-02-2019 10:55pm

Ya cute hoor! Did you sell them right once they hit target sp?

Cute Hoor · 06-02-2019 11:06pm

cefh17 wrote: »

Ya cute hoor! Did you sell them right once they hit target sp?

No I haven't sold any yet, tempted to (and probably will) sell some MONC, I have them a few years and have made a tidy profit, probably should have made that decision in the middle of last year but cest la vie, the sp flip flops a bit so if I sell some I would be looking at an opportunity to get back in if there is a drop. Something similar for BUR.

I expect to be holding VOO indefinitely.

Pussyhands · 07-02-2019 5:18pm

all 8 of my stocks down right now, down 2.5% overall.

Supercell · 07-02-2019 5:36pm

Pussyhands wrote: »

all 8 of my stocks down right now, down 2.5% overall.

Horrible day here too, all down except TTWO thanks to InstaSte mentioning its drop yesterday so I took a punt in that.
Can't all be green days!

ct5amr2ig1nfhp · 07-02-2019 6:10pm

Got in myself at 92.50 Missed out the last time it was tipped.

Asher Wooden Coupon wrote: »

Big drop with TTWO today, picked up a few just now.

Share Picks 2019

Comments