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Share Picks 2021 - Thread banned users post #1

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Comments

  • #6302
    retalivity
    Registered Users Posts: 13,989 ✭✭✭✭retalivity


    bish76 wrote: »
    PINS is down to $77. What's the general feeling about medium/ long term prospects. Tech growth stocks have taken general beating anyways but is there anything specific I am missing.

    I sold out of Pinterest at $34 at the start of August last year. So it's now gone back to be 'only' double what it was 8 months ago.
    Don't think it's a beating, more a regression to the mean.


  • #6303
    bish76
    Registered Users Posts: 169 ✭✭bish76


    Thanks so I better hold off temptation. Anything I bought on Motley brother recommendations (LMND, SKLZ) has made me Fool. This one is their recommendation in April.


  • #6304
    Cpfm
    Registered Users Posts: 62 ✭✭Cpfm


    bish76 wrote: »
    Thanks so I better hold off temptation. Anything I bought on Motley brother recommendations (LMND, SKLZ) has made me Fool. This one is their recommendation in April.

    I think (and hope) this is just a temporary pull back from the high growth stocks. They are solid companies, they will come back... I'm in them for long term. My BEP for Clov is 7.8, evening out a lot of the red..


  • #6305
    Chuckie_Egg
    Closed Accounts Posts: 204 ✭✭Chuckie_Egg


    Well that didn't last long, back down to $8.45 again


  • #6306
    cc87
    Registered Users Posts: 1,368 ✭✭✭cc87


    Chuckie_Egg wrote: »
    Well that didn't last long, back down to $8.45 again

    Seems to be some confusion around the actual number of outstanding shares.
    The CEOs has around 83m class b shares, if these are included the short interest is about 10%, if they aren’t its 144%.


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  • #6307
    Atlas_IRL
    Registered Users Posts: 1,857 ✭✭✭Atlas_IRL


    cc87 wrote: »
    Seems to be some confusion around the actual number of outstanding shares.
    The CEOs has around 83m class b shares, if these are included the short interest is about 10%, if they aren’t its 144%.

    https://twitter.com/HindenburgRes/status/1383137796504879115?s=19

    Yes correct


  • #6308
    cc87
    Registered Users Posts: 1,368 ✭✭✭cc87


    Atlas_IRL wrote: »
    https://twitter.com/HindenburgRes/status/1383137796504879115?s=19

    Yes correct

    This might get more interesting next week.

    Looks like the CEOs shares can’t be traded currently and won’t come into play until the share price is over 30$ For 90 days.

    Hindenburg’s short position is around the 6.50 mark so a short squeeze is the last thing they need.


  • #6309
    Treppen
    Registered Users Posts: 4,550 ✭✭✭Treppen


    Gamma1 wrote: »
    Yes Magnis good to me in the past sold on a high recently - might now get back in

    Up nearly 40% since posting. I think if it tips 50 it'll breakout again. Although in saying that it's still a penny stock, but it is now in a far stronger market position than it ever was In 2017... but now with a sprinkling of Biden people on top :pac:
    Be warned though I was bag holding in the 40s for a looooong time before, only a small position in it though so no worries.

    550436.jpg


  • #6310
    cronos
    Registered Users Posts: 2,717 ✭✭✭cronos


    Nice little move on Metromile, perhaps in the wake of Clov or because they were on mad money. Still down 10% though, might see break even next week or it retreats. Have to consider selling at break even in this market. Won't sell at a loss though, would rather hold.


  • #6311
    Supercell
    Registered Users Posts: 15,316 ✭✭✭✭Supercell


    Getting destroyed in KBNT and PERI, thing is I dont see any reason for it, my original thesis still holds so am not selling, too late now to be honest, too deep in the hole. I sold APPS in similar circumstances and it would have been a 15 bagger or more for me had i not panic sold, maybe it will happen again, who knows. PERI i am more hopeful, KBNT remains the moonshot though, they are hiring which is a brilliant sign.
    Have decided to leave PERI and KBNT alone in Degiro (and try to ignore my money going down the toilet) and am putting extra funds into investment trusts in Davy and Trading 212 and let the money managers make the investing decisions for me.
    https://www.loughlinstown.ie

    Have a weather station?, why not join the Ireland Weather Network - http://irelandweather.eu/



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  • #6312
    bish76
    Registered Users Posts: 169 ✭✭bish76


    Supercell wrote: »
    ...... putting extra funds into investment trusts in Davy and Trading 212 and let the money managers make the investing decisions for me.
    Which investment trusts are you buying on Trading 212 if you don't mind. I am on degiro and not a good choice of investment trusts.


  • #6313
    Thargor
    Registered Users Posts: 17,863 ✭✭✭✭Thargor


    bish76 wrote: »
    Which investment trusts are you buying on Trading 212 if you don't mind. I am on degiro and not a good choice of investment trusts.
    Got this email from Degiro yesterday FYI:
    Dear Investor,


    We have some exciting news regarding the exchange-traded funds (ETFs) we offer free of commission!

    Diversification is key
    We believe that diversifying your investments is key to a healthy portfolio. To promote diversification, we have always tried to make this as easy and accessible as possible by providing you with a broad range of carefully selected ETFs at zero transaction costs!

    We have now updated and improved the list of commission-free ETFs
    We have selected these based on their popularity among our clients and have made sure you have ample choice in selecting different sectors and regions. You can also find plenty of ETFs with high ESG (Environmental, Social and Governance) ratings. In this PDF and our platform, you can find the complete list. We have also created this page where you can search and filter through the list more easily.

    The updated list has gone into effect per the 15th of April
    The ETFs included in the old list but not the new list will remain commission-free until the 14th of May.

    Though DEGIRO is more than just low fees, we’re happy to offer you these perks.

    https://www.degiro.ie/fees/commission-free-etfs


  • #6314
    Smee_Again
    Registered Users Posts: 1,984 ✭✭✭Smee_Again


    Thargor wrote: »
    Got this email from Degiro yesterday FYI:

    I got the same.

    Anyone done any shortlisting on it?


  • #6315
    MAJJ
    Registered Users Posts: 1,679 ✭✭✭MAJJ


    Smee_Again wrote: »
    I got the same.

    Anyone done any shortlisting on it?

    I believe the tax implication makes them less attractive than CGT on shares. I seem to recall it being discussed in this forum. I would like to be corrected as I find them a great idea.


  • #6316
    Smee_Again
    Registered Users Posts: 1,984 ✭✭✭Smee_Again


    MAJJ wrote: »
    I believe the tax implication makes them less attractive than CGT on shares. I seem to recall it being discussed in this forum. I would like to be corrected as I find them a great idea.

    Deemed disposal is a bit of a ballache but the risk is lower so not a bad to diversify.


  • #6317
    wrestlemaniac
    Registered Users Posts: 1,060 ✭✭✭wrestlemaniac


    13f's to the SEC are rolling in now, they always make for interesting reading


  • #6318
    Supercell
    Registered Users Posts: 15,316 ✭✭✭✭Supercell


    bish76 wrote: »
    Which investment trusts are you buying on Trading 212 if you don't mind. I am on degiro and not a good choice of investment trusts.

    SMT and USA (note not the ETF VUSA) are two of my favourites, I also like ATT and HGT
    https://www.loughlinstown.ie

    Have a weather station?, why not join the Ireland Weather Network - http://irelandweather.eu/



  • #6319
    Shedite27
    Registered Users Posts: 9,359 ✭✭✭Shedite27


    MAJJ wrote: »
    I believe the tax implication makes them less attractive than CGT on shares. I seem to recall it being discussed in this forum. I would like to be corrected as I find them a great idea.
    I wouldn't get too hung up on the tax implication. It's 41% of the gain rather than 33%, but if ya break it down, say a share/EFT goes up 10% of the year....
    - with shares you'd pay 33% of the 10% as tax - so you get an effective 6.7% gain
    - with ETF's you'd pay 41% of the 10% as tax - so you get an effective 5.9% gain

    It's not a huge difference for the less effort involved.
    Smee_Again wrote: »
    Deemed disposal is a bit of a ballache but the risk is lower so not a bad to diversify.
    DD isn't as bad as it makes out. It's 1 hour of admin a year to get the calcualtions, and it's a tax return you have to do each year when you're buying/selling shares anyway.


  • #6320
    bish76
    Registered Users Posts: 169 ✭✭bish76


    Don't hold ETF at the moment but my understanding is that US domicile ETFs are taxed as shares - 33% CGT on sale and income tax on dividend...


  • #6321
    cc87
    Registered Users Posts: 1,368 ✭✭✭cc87


    Nice day to buy some crypto....


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  • #6322
    MAJJ
    Registered Users Posts: 1,679 ✭✭✭MAJJ


    Shedite27 wrote: »
    I wouldn't get too hung up on the tax implication. It's 41% of the gain rather than 33%, but if ya break it down, say a share/EFT goes up 10% of the year....
    - with shares you'd pay 33% of the 10% as tax - so you get an effective 6.7% gain
    - with ETF's you'd pay 41% of the 10% as tax - so you get an effective 5.9% gain

    It's not a huge difference for the less effort involved.


    DD isn't as bad as it makes out. It's 1 hour of admin a year to get the calcualtions, and it's a tax return you have to do each year when you're buying/selling shares anyway.

    Thanks for explaining this so clearly appreciate you explaining it for me and the other.posters that I may have caused a doubt for !


  • #6323
    cronos
    Registered Users Posts: 2,717 ✭✭✭cronos


    Shedite27 wrote: »
    I wouldn't get too hung up on the tax implication. It's 41% of the gain rather than 33%, but if ya break it down, say a share/EFT goes up 10% of the year....
    - with shares you'd pay 33% of the 10% as tax - so you get an effective 6.7% gain
    - with ETF's you'd pay 41% of the 10% as tax - so you get an effective 5.9% gain

    It's not a huge difference for the less effort involved.


    DD isn't as bad as it makes out. It's 1 hour of admin a year to get the calcualtions, and it's a tax return you have to do each year when you're buying/selling shares anyway.

    I'll be due to submit these calculations for the first time this year. Wondering what people use to make the calculation. Do you have like a spreadsheet or is there an app that calculates it? I'm with Degiro.


  • #6324
    RedRochey
    Registered Users Posts: 1,298 ✭✭✭RedRochey


    bish76 wrote: »
    Don't hold ETF at the moment but my understanding is that US domicile ETFs are taxed as shares - 33% CGT on sale and income tax on dividend...

    Except as EU citizens we can't buy US ETFs


  • #6325
    Shedite27
    Registered Users Posts: 9,359 ✭✭✭Shedite27


    cronos wrote: »
    I'll be due to submit these calculations for the first time this year. Wondering what people use to make the calculation. Do you have like a spreadsheet or is there an app that calculates it? I'm with Degiro.

    I only buy/sell shares and use spredsheets for working out the CGT. Export all transactions from Degiro and match any sales with the corresponding purchases.

    For ETF's if youre calcualting for the 8 year Deemed Dispiosal, you'd have to get the ETF price on the purchase and 8 years later - Degiro won't output that for you


  • #6326
    iAcesHigh
    Registered Users Posts: 447 ✭✭iAcesHigh


    Where would you buy BABA? Normally I would use NSY, but as the USA will eventually delist Chinese companies from their exchanges I’m thinking should I just buy it on HKS and avoid the hassle?


  • #6327
    Shedite27
    Registered Users Posts: 9,359 ✭✭✭Shedite27


    Jaysus, 2 people died after they mistook driver assistance with autonomous driving. They thought their Tesla had the autonomous system, this car didn't

    https://www.rte.ie/news/world/2021/0419/1210680-tesla-texas/


  • #6328
    Cpfm
    Registered Users Posts: 62 ✭✭Cpfm


    RedRochey wrote: »
    Except as EU citizens we can't buy US ETFs

    Are you sure about this? I didn't think this was an issue.


  • #6329
    gudede
    Registered Users Posts: 624 ✭✭✭gudede


    cronos wrote: »
    I'll be due to submit these calculations for the first time this year. Wondering what people use to make the calculation. Do you have like a spreadsheet or is there an app that calculates it? I'm with Degiro.

    The worst part of EFT’s is that you can’t offset the profits against losses. That’s why they are poor for Irish citizens.


  • #6330
    retalivity
    Registered Users Posts: 13,989 ✭✭✭✭retalivity


    MANU may be volatile today and worth a look.
    Not sure if any other of the super league teams are open to buy in to...


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  • #6331
    RedRochey
    Registered Users Posts: 1,298 ✭✭✭RedRochey


    Cpfm wrote: »
    Are you sure about this? I didn't think this was an issue.

    Ya fairly sure, EU citizens can only buy ETFs that produce KIIDs, the US ETFs don't so therefore we can't buy them, it's new regulation that came in 2018 called PRIIPs I think


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