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Share Picks 2019

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12467…39

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    #92
    Pussyhands
    Registered Users Posts: 8,239 ✭✭✭Pussyhands


    Thargor wrote: »
    Is there one? I read somewhere yesterday that mortgage lending and property sales have gone off a cliff in the US in exactly the way that has predicted 9/10 of the last few recessions. Not much to get excited about on my watch list anyway.

    9% off s&p500 ATH.

    Even some chinese stocks going well up, BABA up nearly 30% this month.

    Then if China deal gets done the markets will rally.

    I wouldn't be surprised if Trump does whatever he can to get the markets to rally going into the election....


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    #93
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Sick about dropping Facebook and a few others before Christmas, but it had been a dismal year and I needed a fresh start. Rally was predictable, but can't see it being sustained. There is still a lot of talk about property lending and the recession word is still being thrown around.

    Could be a year before we see any more signs of a downturn but I'm not prepared to risk it in the short term.

    Still holding 5 US stocks for now.


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    #94
    whatever76
    Registered Users Posts: 1,017 ✭✭✭whatever76


    MSFT breaking my heart - should have sold last week


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    #95
    Bob Harris
    Registered Users Posts: 3,461 ✭✭✭Bob Harris


    Asher Wooden Coupon wrote: »
    Sick about dropping Facebook and a few others before Christmas, but it had been a dismal year and I needed a fresh start. Rally was predictable, but can't see it being sustained. There is still a lot of talk about property lending and the recession word is still being thrown around.

    Could be a year before we see any more signs of a downturn but I'm not prepared to risk it in the short term.

    Still holding 5 US stocks for now.

    I've seen RGSE mentioned here a few times. It seems dependent on the US housing numbers which appear under pressure so I stayed away. Am i taking a very simplistic view?


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    #96
    Underground
    Registered Users Posts: 2,477 ✭✭✭Underground


    Have held on to FB since getting in at $136...very tempted to sell at this point and just put it in the bank for now.


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    #97
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Bob Harris wrote: »
    I've seen RGSE mentioned here a few times. It seems dependent on the US housing numbers which appear under pressure so I stayed away. Am i taking a very simplistic view?

    History of reverse splits for a well established firm, most recent conference call says no future splits. California has a new solar mandate, worth googling it. They are manufacturing pretty much an identical product to Tesla, except they are already selling it. Earnings second week of March, might be worth a play heading up to that. Was .88 a few months ago after a random rally, so potential to make a few quid.


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    #98
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Forgot to mention, lots of insider buying too just before Christmas.


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    #99
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Bob Harris wrote: »
    I've seen RGSE mentioned here a few times. It seems dependent on the US housing numbers which appear under pressure so I stayed away. Am i taking a very simplistic view?

    National TV commercial rolling out in February apparently.


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    #100
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Amazon up 27% since its December low. I don't go short, but if I did, that would be one for me.


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    #101
    Underground
    Registered Users Posts: 2,477 ✭✭✭Underground


    Christ, FB is up 11% today bringing my overall gain to 21%, time to cash out!


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    #102
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Just hit 20% gain with NIO myself. Hoping for another 1000% with this one!


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    #103
    Mad_maxx
    Registered Users Posts: 13,503 ✭✭✭✭Mad_maxx


    Underground wrote: »
    Have held on to FB since getting in at $136...very tempted to sell at this point and just put it in the bank for now.

    Do no such thing, it's very cheap for the level of growth, its a $250 stock within two years


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    #104
    Mickiemcfist
    Registered Users Posts: 1,585 ✭✭✭Mickiemcfist


    Mad_maxx wrote: »
    Do no such thing, it's very cheap for the level of growth, its a $250 stock within two years

    What tells you that?


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    #105
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,285 Mod ✭✭✭✭Jim2007


    Mad_maxx wrote: »
    Do no such thing, it's very cheap for the level of growth, its a $250 stock within two years

    Really and how exactly do you measure ‘cheap’ versus growth then? What is the yardstick then?

    It is a company with few tangible assets, highly dependent on reputation and social trends for it’s valuation. How are you measuring that risk versus say a recovery in say GE? And what level of return would you require to take on that level of risk?

    You are not giving advice, you’re speculating with someone else’s money!


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    #106
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Looking for a gamble, short term 20% plus opportunity, any tips?


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    #107
    Squeaksoutloud
    Registered Users Posts: 548 ✭✭✭Squeaksoutloud


    Asher Wooden Coupon wrote: »
    Looking for a gamble, short term 20% plus opportunity, any tips?

    AVEO! Dropped 60% yesterday due to delays in FDA approval. Already approved in EU. Someone tipped them in the 2018 thread.. Bad day yesterday.


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    #108
    ct5amr2ig1nfhp
    Closed Accounts Posts: 5,019 ✭✭✭ct5amr2ig1nfhp


    Interesting. Will give them a look.
    Squeaksoutloud wrote: »
    AVEO! Dropped 60% yesterday due to delays in FDA approval. Already approved in EU. Someone tipped them in the 2018 thread.. Bad day yesterday.


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    #109
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Thanks will do some homework before open


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    #110
    Squeaksoutloud
    Registered Users Posts: 548 ✭✭✭Squeaksoutloud


    Not sure I would to be honest but you never know. Seems oversold possibly but obviously issues with FDA approval so I'm not convinced. Might be worth the risk now after the drop but I'm not happy anyway.


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    #111
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Things look fairly dire for now, interesting that it's approved in EU and not the other way around. An overreaction maybe but a long wait for recovery. Might dip toes, will see how it is PM.


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    #112
    Mad_maxx
    Registered Users Posts: 13,503 ✭✭✭✭Mad_maxx


    Jim2007 wrote: »
    Really and how exactly do you measure ‘cheap’ versus growth then? What is the yardstick then?

    It is a company with few tangible assets, highly dependent on reputation and social trends for it’s valuation. How are you measuring that risk versus say a recovery in say GE? And what level of return would you require to take on that level of risk?

    You are not giving advice, you’re speculating with someone else’s money!

    Forward PE is low for a company with such strong growth.

    I'm familiar with your ultra orthodox style and philosophy.if Facebook waa $30 with a PE of 5, you would advise against owning it

    I did not advocate putting everything in Facebook but it blew away earnings expectations and the massive move yesterday confirmed the recent lows of sub $130 were unwarranted, the poster bought it so must have felt it was undervalued,


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    #113
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Squeaksoutloud wrote: »
    AVEO! Dropped 60% yesterday due to delays in FDA approval. Already approved in EU. Someone tipped them in the 2018 thread.. Bad day yesterday.

    .67 now, hard to know what to do. :pac:


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    #114
    scheister
    Registered Users Posts: 1,309 ✭✭✭scheister


    Asher Wooden Coupon wrote: »
    .67 now, hard to know what to do. :pac:

    yea no bounce at all would be a very bad sign.


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    #115
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    .59 now. I’ll see it it looks just before close. Might be worth a small punt.


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    #116
    Squeaksoutloud
    Registered Users Posts: 548 ✭✭✭Squeaksoutloud


    Asher Wooden Coupon wrote: »
    .59 now. I’ll see it it looks just before close. Might be worth a small punt.

    Don't think I would to be honest. I nearly sold last week! Doh. Hding for now as not much worth there anyway at this stage. Not much sales in Europe either.


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    #117
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Squeaksoutloud wrote: »
    Don't think I would to be honest. I nearly sold last week! Doh. Hding for now as not much worth there anyway at this stage. Not much sales in Europe either.

    In at .59, may as well keep you company !


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    #118
    adam88
    Registered Users Posts: 1,609 ✭✭✭adam88


    Jasiah Tight Geese wrote: »
    Interesting. Will give them a look.

    They’re down from over 20$ few years ago. What happened ??


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    #119
    Jim2007
    Moderators, Business & Finance Moderators Posts: 10,285 Mod ✭✭✭✭Jim2007


    Mad_maxx wrote: »
    Forward PE is low for a company with such strong growth.

    So because someone analyst came up with a figure it must be right.... When analysts fail to get it right they blame the company for failing to meet their expectations rather than accepting their responsibility for getting it wrong.

    And of course your statement fails to address the original question on risk.
    I'm familiar with your ultra orthodox style and philosophy.if Facebook waa $30 with a PE of 5, you would advise against owning it

    You don’t know me nor my investing style. And even if you did it should have no influence on your opinion of the company nor your ability to answer the questions posed.
    I did not advocate putting everything in Facebook but it blew away earnings expectations and the massive move yesterday confirmed the recent lows of sub $130 were unwarranted, the poster bought it so must have felt it was undervalued,

    That is simply evidence of the crowd mentality. Just because people agree with you does not mean you are right on a valuation.

    You did not answer any of the original questions posed nor provided any meaningful insight in the post => to much listen to the talking heads.

    Enough said.


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    #120
    XMG
    Registered Users Posts: 83 ✭✭XMG


    AVEO are having the same issue with FDA approval that they had in 2013, a lack of overall survival data, I'd say they will get there eventually so if I was invested then I'd hold on.

    On another note, I’ll be keeping an eye on STX tomorrow, earnings report out after market close


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    #121
    q85dw7osi4lebg
    Closed Accounts Posts: 3,502 ✭✭✭q85dw7osi4lebg


    Doubled down on Ryanair at 10.88. Results not terrible. BEP now 10.40.


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