Share Picks 2020

littlevillage · 07-01-2020 12:43pm

Kilboor wrote: »

These are quite high risk plays, essentially you're looking at more gambling like strategies investing in these types of companies but that's fine if you can accept the risk. Remember to only invest what you can afford.

I don't really understand why you would want to invest in an Australian Oil and Gas company with the current worldwide push for greener energy as well as the ongoing issues in Australia itself which will prompt the government to introduce stricter greener measures. Unless you really think the market has oversold and profits are still there for it.

My advice for investing in Australia is future rare minerals and electric car related materials such as cobalt and vanadium.

Bradygaz you received good advice there from Kiboor...... You could probably include other not soo rare, but very useful metals like Copper, Tungsten and Lithium too. But DYOR.

Thargor · 07-01-2020 4:43pm

My investment advice in regards to Australia is to save yourself a fortune and invest literally anywhere else, they have a scumbag management culture thats addicted to share dilution for funding. Massive gains to be had if you back the right horse then get out but its pure gambling.

crushproof · 07-01-2020 6:46pm

Echo all the above. Alot of people here have been burned from investing in Aussie stocks. Just look the mess created by the management of Tawana and the shareholders screwed over by them.

pearcider · 07-01-2020 6:52pm

maca007755 wrote: »

I'm expecting a recession. First Majestic Silver

They’ve gone up a lot though. I’m expecting gold to continue with its bull market with the junior explorers best placed to benefit.

My picks are

Skeena resources
Nevada exploration
Gatling resources

They’ve all popped in recent days so maybe wait for a pull back.

JMMCapital · 07-01-2020 9:41pm

pearcider wrote: »

They’ve gone up a lot though. I’m expecting gold to continue with its bull market with the junior explorers best placed to benefit.

My picks are

Skeena resources
Nevada exploration
Gatling resources

They’ve all popped in recent days so maybe wait for a pull back.

Been looking into junior minors myself recently, it seems if you can find the right company they can turn into a 5-10 bagger fairly quickly. I haven't made any investments yet myself still doing my research and analysis.

With $32 billion of M&A activity done last year in the sector and now with a lot of the larger deposits being acquired I believe their will be far more buying of juniors this year.

Thargor · 07-01-2020 10:24pm

crushproof wrote: »

Echo all the above. Alot of people here have been burned from investing in Aussie stocks. Just look the mess created by the management of Tawana and the shareholders screwed over by them.

Everything turns to sh1t on the ASX eventually, even if the company is turning a profit they'll start diluting just so they can stick another zero on the end of their paycheques and gift another 50 million shares to the board members, remember Range Resources and Red Emperor and a million others going back years?

Then again their gold miners could have made you rich last decade, 1000% returns.

howiya · 08-01-2020 10:58am

Would tend to agree with comments made about shares on the ASX.

Have shares in three companies over there. Two are very much bottom drawer stocks ie punts.

The other has been a success for me but even that company has dumped on shareholders occasionally.

bradygaz · 08-01-2020 3:19pm

Apologies all, I never meant for my post to kick off so many posts off Share Picks 2020 topic and solely related to ASX.

Just to clear up on my post, Falcon Oil and Gas are Irish and are listed on London stock exchange. Were on Dublin too until late 2019. Management is Irish. Accept as is exploration it is high risk. The Oz stock is an in and out 2020 play.

unkel · 08-01-2020 5:00pm

Verastem, verastem, verastem!

All is forgotten after today

+43% in a day, what happened, some very good news?

I took my full losses last month to offset other profits so I stayed within the CGT threshold over 2019. I immediately bought back in (and far more than I originally owned)

Now one week into 2020 and I'm already over it for the year :eek:

Bob Harris · 08-01-2020 5:18pm

unkel wrote: »

Verastem, verastem, verastem!

All is forgotten after today

+43% in a day, what happened, some very good news?

I took my full losses last month to offset other profits so I stayed within the CGT threshold over 2019. I immediately bought back in (and far more than I originally owned)

Now one week into 2020 and I'm already over it for the year :eek:

Good move, I'm still in but averaged down considerably with my lowest entry at $1.20...within sight now of breaking even and I think I'll do that at the very least.

Today they announced a licensing agreement to use someone else's drug.
I haven't read the details but I'm guessing it looks good in combination with some of theirs.

bfa1509 · 08-01-2020 5:31pm

Outside of purchasing work share options, I'm completely new to this investment thing, but I said I would start this year before my money grows more webs in the bank. Feel free to comment/criticise

I put a chunk of money into some safe bets - Coca Cola, Nextera Energy, Nike (Although in hindsight I'll probably take a hit on the poor exchange rate)

I like medical device companies as this is the area I work in - Merit Medical took a steep dive last year, but I think it will work its way back up this year.

I made a few gambles then: someone mentioned Bordbia above being beat down so I put a few euro on them. I took a chance on Citigroup for no other reason than I see them everywhere I look now. I read yesterday about Adidas buying back a few billion worth of their own shares so I bought a few myself. (they are up by 2.5% already today! but I can imagine them dipping over the year).

bcklschaps · 08-01-2020 7:32pm

unkel wrote: »

Verastem, verastem, verastem!

All is forgotten after today

+43% in a day, what happened, some very good news?

I took my full losses last month to offset other profits so I stayed within the CGT threshold over 2019. I immediately bought back in (and far more than I originally owned)

Now one week into 2020 and I'm already over it for the year :eek:

Fair play

My average was somewhere around $3 and some odd cents. Long since bailed out and cut my losses. :mad:

jon1981 · 08-01-2020 11:00pm

Scottie99 wrote: »

Yep, you must have bought at a fantastic (looking back) price. The forecast stock price for the next 5 years looks encouraging (no guarantees). Know doubt they’ll be ups and downs along the way..

Took immense will power not to sell during the ups and down. It's a 10x stock for me now. You don't come of across many of those at the right time in your life.

JMMCapital · 08-01-2020 11:02pm

unkel wrote: »

Verastem, verastem, verastem!

All is forgotten after today

+43% in a day, what happened, some very good news?

I took my full losses last month to offset other profits so I stayed within the CGT threshold over 2019. I immediately bought back in (and far more than I originally owned)

Now one week into 2020 and I'm already over it for the year :eek:

What's the story with them? have they got a decent drug pipeline?

unkel · 08-01-2020 11:17pm

JMMCapital wrote: »

What's the story with them? have they got a decent drug pipeline?

Verastem Oncology Announces Global Licensing Agreement

Linky

Parom · 09-01-2020 1:24pm

maca007755 wrote: »

I'm expecting a recession. First Majestic Silver

I did open a position a small position last week as well. it went down almost 7% yesterday. Timing is difficult

Did go into GOLD as well.
Thinking adding a bit more to CARA, they seem to be oversold considering the trial results.

Parom · 09-01-2020 1:34pm

bfa1509 wrote: »

Outside of purchasing work share options, I'm completely new to this investment thing, but I said I would start this year before my money grows more webs in the bank. Feel free to comment/criticise

I put a chunk of money into some safe bets - Coca Cola, Nextera Energy, Nike (Although in hindsight I'll probably take a hit on the poor exchange rate)

I like medical device companies as this is the area I work in - Merit Medical took a steep dive last year, but I think it will work its way back up this year.

I made a few gambles then: someone mentioned Bordbia above being beat down so I put a few euro on them. I took a chance on Citigroup for no other reason than I see them everywhere I look now. I read yesterday about Adidas buying back a few billion worth of their own shares so I bought a few myself. (they are up by 2.5% already today! but I can imagine them dipping over the year).

If you don't mind me asking, how did you pick your safe bets?
I like the energy sector (we will always need energy), but Nextera seems a bit pricey (PE 36 (ttm) according to yahoo finance, price at all time high). You can get get other utilities at better PEs (e.g. ED, DUK).

unkel · 09-01-2020 1:48pm

Parom wrote: »

I like the energy sector (we will always need energy).

I'd be very careful there with that assumption. Things are about to completely change in the energy sector. Move away from fossil fuels, and into renewables. Very disruptive. Also are you aware that a 3-bed semi detached house with say 10-12 solar panels can produce more electricity than it consumes over the year?

q85dw7osi4lebg · 09-01-2020 2:21pm

Thinking of buying SPY just so it finally tanks

Getting annoying at this stage !

bfa1509 · 09-01-2020 4:08pm

Parom wrote: »

If you don't mind me asking, how did you pick your safe bets?
I like the energy sector (we will always need energy), but Nextera seems a bit pricey (PE 36 (ttm) according to yahoo finance, price at all time high). You can get get other utilities at better PEs (e.g. ED, DUK).

I don't mind at all. This is all new to me, as I said, so I would like to learn as I go. I picked NextEra simply because it's a top clean energy option that has been increasing steadily for years. I was thinking of the long term with this one rather than a quick gain. Coca Cola pays good dividends and I can't imagine any shocking losses with them or Nike. I was steering clear of commodities too.

Parom · 09-01-2020 4:30pm

unkel wrote: »

I'd be very careful there with that assumption. Things are about to completely change in the energy sector. Move away from fossil fuels, and into renewables. Very disruptive. Also are you aware that a 3-bed semi detached house with say 10-12 solar panels can produce more electricity than it consumes over the year?

things are about the change - not for 20-30 years or even more from now. Despite what you read and being pushed in news, the efficiency (energy input vs energy generated) of solar and wind are far from what most industrial nation needs in terms of energy stability generation. Nuclear, natural gas, coal will be the base for energy generation for quite some time.

And I am not calling solar greener either - if you look at the way the panels are made, what heavy chemicals are in place to make them, they are not that much greener to the environment than natural gas.
The question is also, what's the lifetime of those solar panels? Is their efficiency maintained during their lifetime, how often do you need to replace them? Is it a good bang for your money?
If you start looking at it purely from engineering point of view, it just doesn't make sense to invest all that money into energy generating sources, that are less efficient.

Look at Ireland electricity generation: 51% of electricity is generated by natural gas, 18% by coal. That is almost 70%. I don't see any abrupt change, it's gradual change.
And by using less efficient sources means that we all have to pay higher price, because the cost per kwH is much higher.
https://www.seai.ie/data-and-insights/seai-statistics/key-statistics/electricity/

bfa1509 · 09-01-2020 4:56pm

Parom wrote: »

things are about the change - not for 20-30 years or even more from now. Despite what you read and being pushed in news, the efficiency (energy input vs energy generated) of solar and wind are far from what most industrial nation needs in terms of energy stability generation. Nuclear, natural gas, coal will be the base for energy generation for quite some time.

And I am not calling solar greener either - if you look at the way the panels are made, what heavy chemicals are in place to make them, they are not that much greener to the environment than natural gas.
The question is also, what's the lifetime of those solar panels? Is their efficiency maintained during their lifetime, how often do you need to replace them? Is it a good bang for your money?
If you start looking at it purely from engineering point of view, it just doesn't make sense to invest all that money into energy generating sources, that are less efficient.

Look at Ireland electricity generation: 51% of electricity is generated by natural gas, 18% by coal. That is almost 70%. I don't see any abrupt change, it's gradual change.
And by using less efficient sources means that we all have to pay higher price, because the cost per kwH is much higher.
https://www.seai.ie/data-and-insights/seai-statistics/key-statistics/electricity/

I was, in fact, going to go down the fossil fuel route for just these reasons, but it would have been as a gamble. In all likelihood, in 10-15 years we will be looking back at how much of a good investment it would have been at the time but it was just a bit too risky for me.

I think the cleanliness of any of the renewables is irrelevant. It's all about the image. and I can only see bigger investments by governments in big visually clean energy sources like wind and solar regardless of how efficient/clean they are.

Parom · 09-01-2020 5:43pm

bfa1509 wrote: »

I was, in fact, going to go down the fossil fuel route for just these reasons, but it would have been as a gamble. In all likelihood, in 10-15 years we will be looking back at how much of a good investment it would have been at the time but it was just a bit too risky for me.

I think the cleanliness of any of the renewables is irrelevant. It's all about the image. and I can only see bigger investments by governments in big visual energy sources like wind and solar regardless of how efficient/clean they are.

Calculated gamble. It's true the energy sector has been beaten up. And maybe someone finally succeeds in nuclear fusion and then all our energy worries are sorted. I see no abrupt changes though. So until then, nuclear, oil, natural gas are necessity.
Be greedy when others are fearful

My 2020 picks and beyond:
Exxon (XOM) is at it's lowest valuation in decades, dividend aristocrat 37 consecutive year of div increases), div yield close to 5%. Huge field coming online off Guyana coast, rock solid balance sheet. Excited for the next few years, their cashflow should double and I can't wait to see what happens to their dividends.
Shell (RDS.B) - heavily investing in "renewables", 6% div yield, but not growing div. Still relatively low valuation though.
These are my income plays though, if the value appreciates, even better. I hope they stay low yet so i can get more shares.

unkel · 09-01-2020 6:11pm

Parom wrote: »

Nuclear, natural gas, coal will be the base for energy generation for quite some time.

Dear oh dear. Don't say I didn't warn you in a few years time.

JMMCapital · 09-01-2020 6:19pm

unkel wrote: »

Dear oh dear. Don't say I didn't warn you in a few years time.

Any thoughts on Nuclear? Specifically investing in uranium producers, they have been at an all time low with the last few years due to an oversupply I expect the price to rise over time tho as more power plants come into operation (currently around 50-70 under construction world wide) price of uranium is currently $26 per lb it was $140 in 2007 (pre financial crisis). Hopefully the climate change movement encourages more nuclear power use and thus changes the public’s negative perception about it.

unkel · 09-01-2020 6:35pm

JMMCapital wrote: »

Any thoughts on Nuclear?

Sure.

It just turned out that the estimated cost to the tax payer (in US) to clean up nuclear waste jumped by over $100,000,000,000 (one hundred billion dollars) to half a trillion dollars

Linky

You can bet that in any public private partnership for building a new nuclear plant, future clean up cost will not be automatically picked up by the state. You go find an investor who has the appetite to pay for that sort of cleanup in the future

JMMCapital · 09-01-2020 6:53pm

unkel wrote: »

Sure.

It just turned out that the estimated cost to the tax payer (in US) to clean up nuclear waste jumped by over $100,000,000,000 (one hundred billion dollars) to half a trillion dollars

Linky

You can bet that in any public private partnership for building a new nuclear plant, future clean up cost will not be automatically picked up by the state. You go find an investor who has the appetite to pay for that sort of cleanup in the future

That is in the US.. I’m talking about the world over all, let’s not forget as long trump is in power they will burn coal like no tomorrow.

Parom · 09-01-2020 7:39pm

unkel wrote: »

Sure.

It just turned out that the estimated cost to the tax payer (in US) to clean up nuclear waste jumped by over $100,000,000,000 (one hundred billion dollars) to half a trillion dollars

Linky

You can bet that in any public private partnership for building a new nuclear plant, future clean up cost will not be automatically picked up by the state. You go find an investor who has the appetite to pay for that sort of cleanup in the future

That's an NBCnews article, that is supposed to attract viewers with bombastic headlines and it is definitely showing nuclear in it's "best" light.
Most likely "rephrased" from the original report.

Quoted from article: The 586-square-mile site, home to nine former production reactors and processing facilities, produced plutonium for America's nuclear arsenal during the Cold War.

Do you consider nuclear plants and "arsenal" that was for use during cold war?
Why is Duke then just about to finish their Vogtle nuclear plant into operation. Is it because all the renewables can provide so much?
As I said before, the change is happening, but not in the pace you either wish or predicting. The worlds energy demand will continue to raise and if you want stable output into the grid, you need a reliable source. Wind, solar are not that - at least not yet in the present form

unkel · 09-01-2020 7:56pm

Nuclear fission is a past station. Simply too expensive (even when being optimistic about storage and clean up costs). Wind is far, far cheaper. Even solar is getting there. All we need is batteries (pumped storage, interconnector, grid attached batteries, EVs and homes with batteries - V2G and V2H, hydrogen production). I'd suggest if you want to invest in energy, look into one or more of those.

Parom · 09-01-2020 8:33pm

unkel wrote: »

Nuclear fission is a past station. Simply too expensive (even when being optimistic about storage and clean up costs). Wind is far, far cheaper. Even solar is getting there. All we need is batteries (pumped storage, interconnector, grid attached batteries, EVs and homes with batteries - V2G and V2H, hydrogen production). I'd suggest if you want to invest in energy, look into one or more of those.

Question is then: what is the time frame for these? When do you imagine them being mainstream the same way, we use petrol cars today?

Do you think that solar and wind can supply energy for all that and nat gas, nuclear will just stopped being used abruptly?

What makes you think that the already established big players in the market will not buy these newcomers out with all their cash flow and transform gradually? e.g look at Shell and their diversification strategy.

unkel · 09-01-2020 8:49pm

DYOR, but in my view things are likely moving very quickly. Incumbents are rarely ready when disruption hits their sectors, never mind being at the forefront. They are usually trying to suppress, until it is inevitably too late. See what happened with EVs. Also mass switch in perception just in the last year or so that climate change is real and threatening.

Parom · 09-01-2020 9:37pm

unkel wrote: »

DYOR, but in my view things are likely moving very quickly. Incumbents are rarely ready when disruption hits their sectors, never mind being at the forefront. They are usually trying to suppress, until it is inevitably too late. See what happened with EVs. Also mass switch in perception just in the last year or so that climate change is real and threatening.

I think pace to move to renewables will be much slower than you predict.

For illustration, if you think, that the renewables will save us, check the graphs here:

https://ourworldindata.org/energy
Mankind has always used the low hanging fruit first, there is a reason, why those graphs look like that. You always go for solution requiring the least amount of energy.

Also all the EVs require to be charged - do you think the electricity consumption will increase or decrease if just all of us suddenly moved to using EVs? What will supply the needed energy for that?
Looking at those graphs it's quite clear I think for the next 20-30 years.

bfa1509 · 09-01-2020 9:55pm

unkel wrote: »

Nuclear fission is a past station. Simply too expensive (even when being optimistic about storage and clean up costs)..

Never mind the storage and cleanup, the cost of enriching the uranium is what would scare me off. It takes a massive amount of electricity to enrich the fuel to begin with.

It wouldn't surprise me however if there was a hard nuclear lobby responsible for the current demonisation of fossil fuels. But that's the conspiracy theorist coming out in me.

kaymin · 09-01-2020 10:58pm

Eros Now - quoted on the NYSE under EROS.

OTT platform in India. 23.5m paying subscribers and 177m registered subscribers.
Succumbed to a ratings downgrade and a short seller hit piece back in June 2019 and share price hasn't recovered since. Short seller take (primarily concerning irrecoverable receivable balances) has proven to be untrue and head of rating agency (Care) had to step down due to corruption charges (not specifically linked to Eros downgrade though).
Have announced deals with Apple, Google, Microsoft, Reliance and a host of top Chinese telecoms in the past 6 months.
Next earnings announcement on 22nd February should start showing the fruits of these partnerships.
Eros has been shifting its strategy from syndicating the films it produces to hosting them solely on their OTT platform to drive more paying customers to it.
It is in the middle of a 'strategic review' which could see a buy-out offer.
Close ties with Reliance, largest company in India (historically an oil company but now is the largest telecoms player with 350m customers) and owned by Ambani, India's richest man. Reliance owns 5% of Eros (paid $15 per share; current share price is $3.7) and is rumoured to own its convertible bonds. Its seen as unlikely that Reliance would allow ownership of Eros to fall into the hands of Netflix or Apple. Former CEO of Eros went to work for Reliance to lead their media division. Ambani apparently has close family ties with the Lulla family which controls Eros.

Link to presentation from conference in Las Vegas: https://erosplc.gcs-web.com/events-and-presentations/upcoming-events

Rebel1977 · 10-01-2020 12:18am

Any opinions if Glenveagh properties would be a good purchase ?
What other irish/UK companies would be good to invest - I am a newbie to this !

Rebel1977 · 10-01-2020 12:20am

Any opinions if Glenveagh properties would be a good purchase ?
What other irish/UK companies would be good to invest - I am a newbie to this !

10-01-2020 1:00am

Brookfield Renewable Partners - been gaining steadily with this one over the last year, growth slowing slightly but company appears well managed and is in a sector I’m expecting to grow into the future. Likely a safe enough bet.

Hexocorp - Canadian cannabis company, after posting substantial losses price is on the floor currently similar to many of the stocks in a sector which did not meet expectations in 2019. A large degree of this is due to growing pains in the sector itself, issues surrounding retailing etc which are now being ironed out. More of a punt than anything but the sector has huge potential.

Aidan Harney · 10-01-2020 11:50am

Batrachotox wrote: »

Brookfield Renewable Partners - been gaining steadily with this one over the last year, growth slowing slightly but company appears well managed and is in a sector I’m expecting to grow into the future. Likely a safe enough bet.

Hexocorp - Canadian cannabis company, after posting substantial losses price is on the floor currently similar to many of the stocks in a sector which did not meet expectations in 2019. A large degree of this is due to growing pains in the sector itself, issues surrounding retailing etc which are now being ironed out. More of a punt than anything but the sector has huge potential.

That hexo Corp is available on the new York, on the Toronto and on the France stock market. Does it matter which one, using à degiro account, that the shares are bought off? Is one better than another? Would side with the France one maybe as its in euro?

Bob Harris · 10-01-2020 12:03pm

Aidan Harney wrote: »

That hexo Corp is available on the new York, on the Toronto and on the France stock market. Does it matter which one, using à degiro account, that the shares are bought off? Is one better than another? Would side with the France one maybe as its in euro?

Frankfurt I think you mean.
More expensive in Frankfurt than on the NYSE or CSE.
Volume is an average of 3k per day. In the millions in NYSE so much more liquidity.

The Frankfurt exchange basically just mirrors what happens in North America the night before. Yesterday it closed up 5+% Lo and behold it's up the same in Frankfurt today and won't change much until markets open over there.

Exchange rate risk with USD but other than that it's the best option.

Bob Harris · 10-01-2020 1:34pm

Cute Hoor wrote: »

Might be worth keeping an eye on Sorrento Therapeutics (SRNE), sp doubled on Monday after announcing that it had rejected an offer from two biopharma companies to acquire all outstanding stock at $3-$5 per share in cash. It has retraced a bit since then.

From the 2019 thread. Got in here just over $3 about one month ago after it retraced following the inital offer. They've anounced another approach for the company today for up to $7 so if/when it gets thereabouts today I'll be taking the money and running.

Scottie99 · 10-01-2020 2:53pm

Deleted User wrote: »

What are people's thoughts on Shopify?

Expensive but it’s a stock price yo yos, so expect some volatility, buy on a dip. There also been some rumours of Walmart, Amazon etc have been sniffing around looking to purchase.

Captainsatnav · 10-01-2020 3:56pm

G'wan Ryanair

Rob_IRL · 10-01-2020 7:40pm

Thoughts on Airbus, in light of all the Boeing controversies?

littlevillage · 11-01-2020 3:05am

Rob_IRL wrote: »

Thoughts on Airbus, in light of all the Boeing controversies?

Too late to get in now at current price. The good news is already priced in.

When Boeing finally get ths act together..... expect -10% for Airbus.

JMMCapital · 11-01-2020 5:12am

unkel wrote: »

Nuclear fission is a past station. Simply too expensive (even when being optimistic about storage and clean up costs). Wind is far, far cheaper. Even solar is getting there. All we need is batteries (pumped storage, interconnector, grid attached batteries, EVs and homes with batteries - V2G and V2H, hydrogen production). I'd suggest if you want to invest in energy, look into one or more of those.

If that is the case why are their sever nuclear plants currently in operation and under construction in France (58 reactors, 1 under construction), UK (15 reactors operating, 2 currently under construction) and even the US (Vogtle 3&4 under construction) to name a few countries..

“With more than 450 commercial reactors worldwide, including 96 in the United States, nuclear power continues to be one of the largest sources of reliable carbon-free electricity available”

https://www.energy.gov/ne/articles/nuclear-101-how-does-nuclear-reactor-work

Heck, even Bill Gates is a firm believer in nuclear power, as seen in his recent Netflix documentary he did run into problems with the Trump administration however I assume he will be back on track once he is gone.

https://www.axios.com/bill-gates-faces-daunting-nuclear-energy-future-6bafb442-d2a1-48c9-acd7-5492d62789a4.html

Further sources:
https://www.world-nuclear.org/information-library/country-profiles/countries-t-z/united-kingdom.aspx

JMMCapital · 11-01-2020 5:32am

“The bear market is in... fundamentals! The share of listed companies in the U.S. that have lost money over the past year has risen to 40%, the highest since the dotcom bubble of the late 1990s.”
- David Rosenberg

BailMeOut · 11-01-2020 12:15pm

I am retricted buying USA stocks and getting on a bit and looking for boring safe blue chip type Euro stocks with dividends.

I have stated to buy Siemens and Unilever and probably going to move some money into Total, SAP and Allianz.

Any thoughts on euro safe harbour stocks here?

11-01-2020 12:38pm

littlevillage wrote: »

Too late to get in now at current price. The good news is already priced in.

When Boeing finally get ths act together..... expect -10% for Airbus.

agreed on this. I was going to buy in 2018 when I saw the A321LR and rumoured XLR were on the cusp of getting very good traction in the market but spent a lot of my money elsewhere, some wisely, some in hindsight very poorly.
Don't expect Boeing to appreciate greatly either as investors seem to be sticking with it in spite of everything.

all about the mane · 12-01-2020 12:46am

Only just discovered this thread. In jd, baba and best inc for the last 6 months. Doing very well. Think there’s a long way to go yet.

hottipper · 12-01-2020 7:16pm

BailMeOut wrote: »

I am retricted buying USA stocks and getting on a bit and looking for boring safe blue chip type Euro stocks with dividends.

I have stated to buy Siemens and Unilever and probably going to move some money into Total, SAP and Allianz.

Any thoughts on euro safe harbour stocks here?

so if i was you id be looking for euro stocks that make most of there money domestically and wont be affected much by any up coming trade wars with the US or UK. i don't really have any suggestions but thats what id be thinking.

Share Picks 2020

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