Share Picks 2020

Jim2007 · 06-02-2020 5:47am

liamoreilly wrote: »

... Just spotted this thread now... Have been investing probably 3 years now, mostly in Visa, Netflix at time and amazon... Last 3 months have changed strategy and now buying stocks that are releasing earnings that day after close of business, that look like they will be ahead of estimates and consistently beats estimates...it has actually been alot more successful than I thought , so Wonder if anyone else follows this kinda strategy?...
...Also, the more I look at read about and hear about Disney, the more I'm falling in love!!!...

This is not investing, it’s speculation and worse than the dogs or the hoses because at least the horses and the dogs don’t give the tips.

A couple of analysts of questionable experience and no insight make a prediction and you bet on their ability to get it right or wrong, the odds are 50/50 and has nothing to do with the quality of the business and your investing skills.

themossinator · 06-02-2020 3:51pm

liamoreilly wrote: »

... Just spotted this thread now... Have been investing probably 3 years now, mostly in Visa, Netflix at time and amazon... Last 3 months have changed strategy and now buying stocks that are releasing earnings that day after close of business, that look like they will be ahead of estimates and consistently beats estimates...it has actually been alot more successful than I thought , so Wonder if anyone else follows this kinda strategy?...
...Also, the more I look at read about and hear about Disney, the more I'm falling in love!!!...

be careful betting on earnings results, wouldn't advise unless doing it with options you can get badly burned

bcklschaps · 06-02-2020 5:56pm

liamoreilly wrote: »

... Just spotted this thread now... Have been investing probably 3 years now, mostly in Visa, Netflix at time and amazon... Last 3 months have changed strategy and now buying stocks that are releasing earnings that day after close of business, that look like they will be ahead of estimates and consistently beats estimates...it has actually been alot more successful than I thought , so Wonder if anyone else follows this kinda strategy?...
...Also, the more I look at read about and hear about Disney, the more I'm falling in love!!!...

Buying on or near earnings announcements can be a clever move ... but the market insiders are usually well ahead of your regular pleb retail investor. Soo prepare to be out foxed most of the time.

BailMeOut · 06-02-2020 7:06pm

bizidea wrote: »

Are their dividends paid annually what % are you talking a year

twice annually but see attached for full details going back to 2012

Taylor365 · 06-02-2020 7:13pm

Taylor365 wrote: »

Anyone know tax implications with investing on Tokyo exchange?

Looking at CyberDyne and Panasonic

Anyone?

XMG · 06-02-2020 10:44pm

I day trade and never, ever hold into earnings, no matter who it is or what the talking heads say, it’s a rule I don’t break. Have I missed making money? Yes, but I’d have lost way more over time. You’d be better of at the roulette table.

liamoreilly wrote: »

... Just spotted this thread now... Have been investing probably 3 years now, mostly in Visa, Netflix at time and amazon... Last 3 months have changed strategy and now buying stocks that are releasing earnings that day after close of business, that look like they will be ahead of estimates and consistently beats estimates...it has actually been alot more successful than I thought , so Wonder if anyone else follows this kinda strategy?...
...Also, the more I look at read about and hear about Disney, the more I'm falling in love!!!...

Bob Harris · 07-02-2020 2:47pm

Back in mid-november I said that some cannabis stocks were worth looking at for the following few months. Aphria, Cronos and Canopy have returned some decent gains though they have given up quite a bit of these gains over the last few weeks.
Aurora is now having the problems that were predicted and quite a bit from where it was mid-November.
The CEO is gone and staff is being cut in an attempt to save cash and turn things around.

This will drag down the sector today but I still think companies like Aphria and Canopy who have plenty of cash (especially Canopy) have a bright future. Aphria has always been my favoured pick and I'll be keeping a close eye on today's proceedings hoping to pick up a few for around $4.

07-02-2020 4:31pm

Baron oil ...... risen x10 this week after an RNS on Monday. There's been plenty buying and selling but even from current prices one would imagine it's a good buy.

RNS .. ........ https://www.lse.co.uk/rns/BOIL/information-on-the-chuditch-1-discovery-ucctscves3fh1xr.html

Current price 0.42 GBX

07-02-2020 4:38pm

Bob Harris wrote: »

Back in mid-november I said that some cannabis stocks were worth looking at for the following few months. Aphria, Cronos and Canopy have returned some decent gains though they have given up quite a bit of these gains over the last few weeks.
Aurora is now having the problems that were predicted and quite a bit from where it was mid-November.
The CEO is gone and staff is being cut in an attempt to save cash and turn things around.

This will drag down the sector today but I still think companies like Aphria and Canopy who have plenty of cash (especially Canopy) have a bright future. Aphria has always been my favoured pick and I'll be keeping a close eye on today's proceedings hoping to pick up a few for around $4.

I got out of hexocorp sharpish anyway, run like a joke shop the more I researched it

themossinator · 07-02-2020 4:39pm

Bob Harris wrote: »

Back in mid-november I said that some cannabis stocks were worth looking at for the following few months. Aphria, Cronos and Canopy have returned some decent gains though they have given up quite a bit of these gains over the last few weeks.
Aurora is now having the problems that were predicted and quite a bit from where it was mid-November.
The CEO is gone and staff is being cut in an attempt to save cash and turn things around.

This will drag down the sector today but I still think companies like Aphria and Canopy who have plenty of cash (especially Canopy) have a bright future. Aphria has always been my favoured pick and I'll be keeping a close eye on today's proceedings hoping to pick up a few for around $4.

Canopy earnings report on Feb 13th

Bob Harris · 07-02-2020 8:40pm

Just saw that my order at 4.10 was filled earlier which tbh I think is very good value. I've traded Aphria a few times but I think this time it can sit in the bottom drawer as I think it's well undervalued and the SP should begin to reflect it's real worth in the next year or two.

weemcd · 08-02-2020 11:43am

Just bought a tiny, and I mean minuscule amount of shares in NIO to test out Degiro. I'd had an account for ages with a small amount of cash deposited. But I didn't do the verification steps.

Treppen · 09-02-2020 11:30pm

Bob Harris wrote: »

Just saw that my order at 4.10 was filled earlier which tbh I think is very good value. I've traded Aphria a few times but I think this time it can sit in the bottom drawer as I think it's well undervalued and the SP should begin to reflect it's real worth in the next year or two.

Bottom drawer!!! I've buried mine in the garden and will dig up in 40 years time.:pac:

Bob Harris · 10-02-2020 8:20am

Treppen wrote: »

Bottom drawer!!! I've buried mine in the garden and will dig up in 40 years time.:pac:

Wait now, are we talking about shares or dead bodies?

Mad_maxx · 10-02-2020 10:55am

Anything construction and property related taking a hiding this morning on the iseq

bcklschaps · 10-02-2020 2:52pm

Mad_maxx wrote: »

Anything construction and property related taking a hiding this morning on the iseq

Yes, everything.... builders, Reits, banks :rolleyes:

Might be a buying opportunity too though as the market tends to over react. The dust will probably settle in a few days.

10-02-2020 7:43pm

Nio down at 3.75ish...wonder could it be time for a reentry or have we further to fall?

Timmaay · 10-02-2020 9:04pm

Batrachotox wrote: »

Nio down at 3.75ish...wonder could it be time for a reentry or have we further to fall?

And I bought at 4.50 last week ugh. Small enough stake at least.

Anyone else still in with Virgin Galactic? Over 20$ now, probably overvalued but people seem to be still investing in it simply because it's one of the only space stocks out there.

Taylor365 · 10-02-2020 9:13pm

Timmaay wrote: »

And I bought at 4.50 last week ugh. Small enough stake at least.

Anyone else still in with Virgin Galactic? Over 20$ now, probably overvalued but people seem to be still investing in it simply because it's one of the only space stocks out there.

Money coming out of weed has to go somewhere :pac:

Bob Harris · 10-02-2020 9:44pm

bcklschaps wrote: »

Yes, everything.... builders, Reits, banks :rolleyes:

Might be a buying opportunity too though as the market tends to over react. The dust will probably settle in a few days.

You'd think builder shares would have gone up with all the houses Mary Lou has promised.

Bob Harris · 10-02-2020 10:02pm

Batrachotox wrote: »

Nio down at 3.75ish...wonder could it be time for a reentry or have we further to fall?

Between the Chinese new year and the virus they'll hardly have sold a car and probably can't make them either.

11-02-2020 3:44pm

Bob Harris wrote: »

Between the Chinese new year and the virus they'll hardly have sold a car and probably can't make them either.

That’s the point haha, want to get back in before they return to production and price goes back on the up

On an unrelated note, lag in processing purchase orders pissing me off - put in an order for Nio at market open @3.82, goes through to “pending” immediately and then goes through for 3.92

It’s not a huge amount but annoying all the same

bcklschaps · 11-02-2020 4:53pm

Bob Harris wrote: »

You'd think builder shares would have gone up with all the houses Mary Lou has promised.

If the state builds rakes of cheap houses it will drag down private house prices elsewhere... Builders & banks will make less money.

Either way ... I pulled the trigger today for what I hope is some bottom feeding on the ISEQ... builders and Banks :pac:

Bob Harris · 11-02-2020 5:12pm

bcklschaps wrote: »

If the state builds rakes of cheap houses it will drag down private house prices elsewhere... Builders & banks will make less money.

Either way ... I pulled the trigger today for what I hope is some bottom feeding on the ISEQ... builders and Banks :pac:

I was thinking along the lines that the market knows SF is full of hot air and won't build the half of it!

bcklschaps · 11-02-2020 5:24pm

Bob Harris wrote: »

I was thinking along the lines that the market knows SF is full of hot air and won't build the half of it!

That's my thinking precisely Bob. The market will probably realise that too eventually and hopefully sp's of Irish property related stocks will recover after the recent sell off.... earning me a nice profit &#55357;&#56397;

Cairn homes already up 3% today.

Shedite27 · 11-02-2020 5:37pm

Bob Harris wrote: »

I was thinking along the lines that the market knows SF is full of hot air and won't build the half of it!

Sounds like when they said Trump would kill the US shares

Lex Luthor · 11-02-2020 9:12pm

PAVM up approx 20% today
been doing well so far in 2020

letitroll · 11-02-2020 9:31pm

If SF wanna build homes, they’ll need building firms to do it......Glenveagh has a specific division ‘Glenveagh Living’ designed to specifically to do this.......I.e. master plan and build homes on spec on public lands for housing authorities, councils or pension funds / asset management companies.

SF public housing program would be a boom for them - its a much better business and less capital intensive to provide master planning and building services than speculate on land, buy it, go through planning process and then build and sell it yourself.

Buying GLV as whatever way you slice they will be Ireland’s dominant (3,000 + at full scale) and lowest cost producer of starter homes in the country

liamoreilly · 12-02-2020 1:11am

...How much thought are people giving to the coronavirus when picking their stocks...What is the best way to gauge the impact it could have...I know we can look at revenue, production locations, are there any other factors worth noting?... Also, FEC looks like it going after the big tech companies, wonder what kinda affect it will have on the FAANG stocks...

themossinator · 12-02-2020 2:43am

liamoreilly wrote: »

...How much thought are people giving to the coronavirus when picking their stocks...What is the best way to gauge the impact it could have...I know we can look at revenue, production locations, are there any other factors worth noting?... Also, FEC looks like it going after the big tech companies, wonder what kinda affect it will have on the FAANG stocks...

I would wait until March and see where things are, also keep an eye on the VIX (volatility index), if it looks like it’s going up then stocks will drop as they’re inversely correlated at the moment

littlevillage · 12-02-2020 4:38am

In these days of Coronavirus hysteria is anybody keeping an eye on drug trials/genome research companies ?

“During the gold rush its a good time to be in the pick and shovel business” ― Mark Twain

I like Open Orphan (ORPH : AIM) ? ... they are a drug trials/genome research company that have recently doubled in size as a result of a merger, and gained a potential block buster flu vaccine drug in the process.

CEO Cathal Friel seems to be a serious deal maker who talks a great game and he is making no secret of the fact that its going up for sale once the combined entity is profitable.... somewhere in next 12 months. (he owns a stack of the equity himself and is locked in for 3 years).

SP has actually slipped a few % this week so far... soo might be a buying opportunity.

Disclaimer : This is still a small London AIM listed company soo ....DYOR

littlevillage · 12-02-2020 12:15pm

bcklschaps wrote: »

Yes, everything.... builders, Reits, banks :rolleyes:

Might be a buying opportunity too though as the market tends to over react. The dust will probably settle in a few days.

Nice tip... got in yesterday and out today for a free days wages

12-02-2020 6:17pm

Sunpower doing bits for me, long may it continue

Lex Luthor · 12-02-2020 6:33pm

Decent start again today from PAVM

APPS Digital Turbines +12% need this one to recover from its recent dip

beertons · 13-02-2020 9:33am

Lex Luthor wrote: »

APPS Digital Turbines +12% need this one to recover from its recent dip

What's their dividend like?

Bob Harris · 13-02-2020 9:39am

beertons wrote: »

What's their dividend like?

0.

magic_murph · 13-02-2020 10:26am

Out of curiosity what app / service are you guys using to buy shares?

Thanks

Kilboor · 13-02-2020 10:37am

magic_murph wrote: »

Out of curiosity what app / service are you guys using to buy shares?

Thanks

Degiro

BailMeOut · 13-02-2020 12:10pm

magic_murph wrote: »

Out of curiosity what app / service are you guys using to buy shares?

Thanks

Davy

all about the mane · 13-02-2020 8:17pm

JD looking at new heights. Hope people filled their boots

greenfield21 · 13-02-2020 9:51pm

The falling euro is the only thing helping my portfolio Ha

canonball5 · 14-02-2020 9:30am

AIM Immunotech (AIM), they had their CEO on Fox news a couple of days ago as they have applied for two patents covering the use of Ampligen to treat and prevent the Coronavirus.

Supercell · 14-02-2020 10:46am

Lex Luthor wrote: »

Decent start again today from PAVM

APPS Digital Turbines +12% need this one to recover from its recent dip

I was down over €500 at one point on this and feeling sick to my stomach, yesterday was up over €300 at its peak, hopefully its the start of a journey towards $10 this summer.
The ER on Monday was pretty decent I felt despite the small revenue miss. I think the aquisition of Mobile Posse with no shareholder dilution is fantastic and is a great fit for the company.

14-02-2020 11:42am

Good earnings for Nvidia up 7% in after market

Bob Harris · 14-02-2020 1:03pm

themossinator wrote: »

Canopy earnings report on Feb 13th

ER out this morning and the market is responding favourably, revenue better than expected and costs are down. Any positive outlook in the call will help.

It's increasingly looking like the big players, Canopy, Cronos and Aphria and going to dominate in the weed market.

heffo500 · 14-02-2020 1:05pm

Bob Harris wrote: »

ER out this morning and the market is responding favourably, revenue better than expected and costs are down. Any positive outlook in the call will help.

It's increasingly looking like the big players, Canopy, Cronos and Aphria and going to dominate in the weed market.

Canopy Growth up 16.14% in the Pre Market Trading.

Aurora Cannabis Inc up 8.84% in the Pre Market Trading.

Looks like everyone is getting a bump with Canopy's results.

Bob Harris · 14-02-2020 1:08pm

heffo500 wrote: »

Canopy Growth up 16.14% in the Pre Market Trading.

Aurora Cannabis Inc up 8.84% in the Pre Market Trading.

Looks like everyone is getting a bump with Canopy's results.

The cannabis shares follow each other around like sheep.
I expect over the next 12 months that the bigger players with the cash and sales will pull away, there'll be some consolidation as smaller companies run out of road and others disappear altogether.

heffo500 · 14-02-2020 1:18pm

Bob Harris wrote: »

The cannabis shares follow each other around like sheep.
I expect over the next 12 months that the bigger players with the cash and sales will pull away, there'll be some consolidation as smaller companies run out of road and others disappear altogether.

Hopefully we will see some stable gains over this year.

Bob Harris · 14-02-2020 1:22pm

heffo500 wrote: »

Hopefully we will see some stable gains over this year.

I'll smoke to that.

14-02-2020 4:05pm

Sunpower giving back nearly all the gains made over the last few days. Sake.
I’m gonna hold anyway, feel it’s a reasonable pure play for the sector.

Share Picks 2020

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