Share Picks 2021 - Thread banned users post #1

Just a couple of the events on my horizon for 21 , varying time frame
in no particular order

Still not 100% convinced this Covid thing is licked, mutations and variants and governments are not giving me absolute confidence .
NIO day, early Jan
SCHW and AMTD merger will complete
DELL spin off of VMW and rerate of their bonds to investment grade
Bill Ackman and PSTH news
ARRIVAL and CIIC getting closer to completing their SPAC merger
Be ready to move into cyclicals and OIL IF and only IF we get real news on Covid
Bitcoin, continue to play this sector, monitor the news any sort of regulatory news and it will blow , but equally it could all go up in smoke
Looking for the Biden pop in renewables and green, if he survives long enough to take the oath
Continue the tech and gaming play .
Expand into the gene editing sphere, about the only sector I watched alot this year but never got into, could be some M&A consolidation here.
As long as risk off mode is still the Wall St mantra then swing trade on the short term cycles , but increase positions in longer holds.
Continue to hold the bulk of the portfolio for a 5 year timeframe, and use a chunk for 12 months of playing the game.

Add another one to the watch list for 2021 ..
Softbank entering the SPAC game, with SVBFU , approx 500million fund with $10 price and warrants. No date left.

ARB - Argo Blockchain doing nicely this morning, still undervalued. Up 70% for me in a few weeks.

Also folks lets hit the RESET button a bit for 2021.

I get the feeling unless your seeing a 50% plus pop then its not even worth posting here.
Lets not forget the stocks with solid 10-15% gains in solid companies with good cash flow and revenue, solid companies that will be a hedge against any dips or crashes. Nothing wrong with compounded 15% gains yoy. I get the impression we have some young investors here and theres nothing wrong with them having those sort of gains in a portfolio.

going to get a bit 'wooo zen ' here ...

Another super year , theres been some amount of money made, its fing embarassing me at this stage.
Considering I spent many happy years living in a house with no indoor running water,primarily living on beans and toast, I would feel somewhat qualified to say Ive learned some lessons on the value of being rich and poor. As I look around and all that I have accumulated I often wish to be back in those days where life was simpler, purer, instinctive, and it had an edge that only being down to the bare bones can bring. Course it was a time when being poor was not the absolute societal cast aside that it is today. Nowadays being poor effectively means no nights out, no pints, no cinema, no spending hours in a cafe , no going to gigs, etc , back when I was living in squalor one could still do all those things. Winter time always reminds me of a freezing house , having to pee on the outside tap in the morning to de-ice it to get the water to run so I could put on the kettle. So where am I going with all that..

Its just context to explain my risk appetite and attitude to money, remember we are all different and have different views on our portfolio. Its context on some of the decisions I make, so caveat emptor

Anyways after a bit of research Im taking a punt on OCGN, its a pure chase.. its up 200% today and 100% the day before but still I jumped in earlier today . Im already up 10% from my entry. The ultimate winner in the fight against Covid has not yet been declared, Im backing them as a potential play in 2021, will give them 3 months. Im putting some faith in the Indian minds behind COVAXIN which will be distrubuted by OCGN . Ive been in many rooms where the Indian guy was the smartest guy in the room, so Im following the 'grey matter' on this one.

Also its some context as to why I will bring the kids along and swing by the winos who hang around the side of our local church and we drop them a few hundred yoyos so they can buy the good stuff and get properly wasted over the holidays. So enjoy your Christmas , do some good with some of your profits , its only fking money , .. never forget it.