Share Picks 2019

RedRochey

Jasiah Tight Geese wrote: »

Thanks for the TTWO tip, whoever that was (i think InstaSte). Up over 15%.

Still unsure about this, Red Dead was disappointing and the future of the gaming industry is so unsure

Jim2007

Irishder wrote: »

I only opened up a DEGIRO account yesterday and made my first trades, there seems to be a platora of websites giving advice. What websites and resources do people use here for their research?

None, if those guys were able to make money out of it, they would not need to sell their services to you.

First of all understand yourself, your approach to risk and your limitations. Be honest with yourself, no one else needs to know! This is probably one of the most important aspects of investing if you want to keep losses to a minimum.

Determine what your investing objective is and not make as much money as possible is not an objective. Next figure out how much risk you need to take on in order to achieve that objective and don't take on risk beyond that. It is not a race and there are not winners, but there are an incredible number of losers!

Learn at least the basics of fundamental analysis, technical analysis and economics. So that you are comfortable going through a set of accounts, economic reports etc... If you don't have much business experience, then take advantage of any open door events offered by companies in your area, so you can start to build up some kind of a feeling for what it is like in business and you'll get a feel for what is behind the reports and the figures.

You can be an expert in everything, so pick a few sectors and become an expert in those. When you do decide to invest in a company, then you need to not only know everything about it, but also about it's cometitors.

q85dw7osi4lebg

Jasiah Tight Geese wrote: »

Thanks for the TTWO tip, whoever that was (i think InstaSte). Up over 15%.

Took my profits a bit early. Think if I was still holding I'd consider moving them on for now unless happy to stay long.

ct5amr2ig1nfhp

Well I'm glad I didn't hit sell this morning at 103... got pulled into a meeting. At 108 now.

Asher Wooden Coupon wrote: »

Took my profits a bit early. Think if I was still holding I'd consider moving them on for now unless happy to stay long.

q85dw7osi4lebg

Jasiah Tight Geese wrote: »

Well I'm glad I didn't hit sell this morning at 103... got pulled into a meeting. At 108 now. Edit: Not going to be greedy, sold half at 108.5

Excellent work !

Voltex

Jim2007 wrote: »

None, if those guys were able to make money out of it, they would not need to sell their services to you.

First of all understand yourself, your approach to risk and your limitations. Be honest with yourself, no one else needs to know! This is probably one of the most important aspects of investing if you want to keep losses to a minimum.

Determine what your investing objective is and not make as much money as possible is not an objective. Next figure out how much risk you need to take on in order to achieve that objective and don't take on risk beyond that. It is not a race and there are not winners, but there are an incredible number of losers!

Learn at least the basics of fundamental analysis, technical analysis and economics. So that you are comfortable going through a set of accounts, economic reports etc... If you don't have much business experience, then take advantage of any open door events offered by companies in your area, so you can start to build up some kind of a feeling for what it is like in business and you'll get a feel for what is behind the reports and the figures.

You can be an expert in everything, so pick a few sectors and become an expert in those. When you do decide to invest in a company, then you need to not only know everything about it, but also about it's cometitors.

TBH...not a whole lot wrong with sitting through an hour or so of Squawk Box in the morning to learn a few bits. Steve Sedgwick makes it very easy to watch...

q85dw7osi4lebg

Anybody eyeing up entry or reentry to TSLA?

Captainsatnav

Asher Wooden Coupon wrote: »

Anybody eyeing up entry or reentry to TSLA?

Think there's some good news about to break? As the Euro launch continues apace? (on a separate but related note - definitely getting 2nd hand a Model 3 in about 18 months or so)

ct5amr2ig1nfhp

Not I. Share price is down nearly 50% in six months. Continues to miss delivery targets. Will the Maxwell purchase pay off? Who know. The company is losing billions each year. Its' technology is no longer 'years ahead' of the competition (IMHO). Elon is too unpredictable.

The kid in mean loves his vision though.

Asher Wooden Coupon wrote: »

Anybody eyeing up entry or reentry to TSLA?

Supercell

Have to say, SPY daily is looking grim. I fomo'd too late into the TTD party and am feeling the pain now, should have managed that far better.
I'm already seeing value on stocks but they are still falling, time to go to cash I think unless trapped in them ( like me now in TTD @ $205 ).

Jim2007

Voltex wrote: »

TBH...not a whole lot wrong with sitting through an hour or so of Squawk Box in the morning to learn a few bits. Steve Sedgwick makes it very easy to watch...

You’d be better of spending the time reading a financial report or two.

redlead

What are peoples thoughts on Volkswagen and Renault? Renault is at close to a 5 year low. I can't help but think the market has over reacted to the arrest of Ghosn. Current PE ratio is only 4.5 and it pays an extremely generous dividend. It looks cheap if they can sort out their issues with Nissan.

VOW shares obviously aren't as cheap as they were post dieselgate but I can't see them going much lower. To me they look like the car manufacturer with the brightest future in EVs once the MEB platform starts getting roled out across their various brands. They seem to have gotten their act together better than everyone else when it comes to planning for EV adoption down the line. I can't decide whether the current share price offers much value though. I suspect that it does.

Twenty Grand

redlead wrote: »

What are peoples thoughts on Volkswagen and Renault? Renault is at close to a 5 year low. I can't help but think the market has over reacted to the arrest of Ghosn. Current PE ratio is only 4.5 and it pays an extremely generous dividend. It looks cheap if they can sort out their issues with Nissan.

VOW shares obviously aren't as cheap as they were post dieselgate but I can't see them going much lower. To me they look like the car manufacturer with the brightest future in EVs once the MEB platform starts getting roled out across their various brands. They seem to have gotten their act together better than everyone else when it comes to planning for EV adoption down the line. I can't decide whether the current share price offers much value though. I suspect that it does.

Volkswagen should be a safe bet for long term. Put a few into it and leave it for 5 years.
Renault fell 10 bucks in the last 3 weeks. Does it have more to fall?

Bob Harris

Renault is down 50% since last April. If you look at it's climb from 2011 or so it's more or less mirrored the general economic recovery during that time. Car sales in Europe are down the last two quarters and with the general geo-political and economic turmoil I'd say that might continue and while the dividend is atttractive I'd be inclined to think that this will drift downwards.

Bob Harris

Picked up a few Ryanair for under a tenner to tuck away for a few years.

bcklschaps

Bob Harris wrote: »

Picked up a few Ryanair for under a tenner to tuck away for a few years.

Same here. Already have a couple of grand worth... but the price was too tempting this morning, not too go for a few more. Hopefully a good summer and the extra business they will pick up from some recently failed competitors will boost the coffers and by extension the SP.

Jim2007

Bob Harris wrote: »

Picked up a few Ryanair for under a tenner to tuck away for a few years.

And the reason would be what exactly? Is it under valued? Will it out perform say the STOXX 50, MSCI Europe... where is the merit in picking it up under 10 versus the alternatives?

q85dw7osi4lebg

Jim2007 wrote: »

And the reason would be what exactly? Is it under valued? Will it out perform say the STOXX 50, MSCI Europe... where is the merit in picking it up under 10 versus the alternatives?

Because it has a habit of dipping to 10 and running to 12.

Bob Harris

Jim2007 wrote: »

And the reason would be what exactly? Is it under valued? Will it out perform say the STOXX 50, MSCI Europe... where is the merit in picking it up under 10 versus the alternatives?

I take a medium term view of a few years

- passenger carried are forecast to grow strongly over the next 5 years
- they have a modern fleet with more on the way
- I feel most of the brexit fears have been factored in
- union issues largely sorted
- very strong cash position as highlighted by share buy backs

Twenty Grand

Twenty Grand wrote: »

Volkswagen should be a safe bet for long term. Put a few into it and leave it for 5 years.
Renault fell 10 bucks in the last 3 weeks. Does it have more to fall?

Renault announced merger with FIAT.

Up 12% today.

Dammit!

redlead

redlead wrote: »

What are peoples thoughts on Volkswagen and Renault? Renault is at close to a 5 year low. I can't help but think the market has over reacted to the arrest of Ghosn. Current PE ratio is only 4.5 and it pays an extremely generous dividend. It looks cheap if they can sort out their issues with Nissan.

VOW shares obviously aren't as cheap as they were post dieselgate but I can't see them going much lower. To me they look like the car manufacturer with the brightest future in EVs once the MEB platform starts getting roled out across their various brands. They seem to have gotten their act together better than everyone else when it comes to planning for EV adoption down the line. I can't decide whether the current share price offers much value though. I suspect that it does.

God damn it, I went with VOW. This month has been terrible for me!

I still think VOW is the smarter choice long term though.

marno21

Ryanair are suffering a lot from overcapacity in Europe at the minute driving fares down. Those fares will rise when capacity decreases, there are a number of competitors who are struggling with the low fares and the volatility in fuel costs. Ryanair are still in a very strong position given their incredible cost base and their fuel hedging removing that level of volatility for them.

Thomas Cook look in trouble, Norwegian are perennially in trouble, as are Alitalia. A deterioration in economic conditions/sharp rise in fuel costs/next Winter will undo them. Meanwhile Ryanair have 737 MAX aircraft on the way with 16% less fuel burn and 4% more seats, which will help their cost competitiveness even further, and depending on how many old 737-800s they plan to dispose of as the 737 MAXs come in, provide them with additional fleet for further growth.

Supercell

BIRG back at Christmas Eve prices again today, is it all Brexit related or something else?

Flex

Beyond Meat having a great day; opened first production facility in Europe and forecasts for their market and category (alternative meat) have got promising reviews. Bought a few shares there. Presently around $85 each, high point was ~$94 a couple weeks back

Verstem, in contrast, having a vrey rough week.. Share price back to where it was on 10.05.19.

q85dw7osi4lebg

Literally just picked up their burgers for the first time. €7 for 2! They'd want to be daycent.

crushproof

Bad day for VKTX it seems

Bob Harris

crushproof wrote: »

Bad day for VKTX it seems

It'll be back up a dollar within a week.

q85dw7osi4lebg

Asher Wooden Coupon wrote: »

Literally just picked up their burgers for the first time. €7 for 2! They'd want to be daycent.

My God they were delicious !

Twenty Grand

Asher Wooden Coupon wrote: »

My God they were delicious !

Ste us definitely running a pump and dump here.

q85dw7osi4lebg

Twenty Grand wrote: »

Ste is definitely running a pump and dump here.

Hey we all do it