Share Picks 2020

DutchYurt

DutchYurt wrote: »

Peoples thoughts on Alteryx?, ride the wave or take some profit. I think it has potential to get back to 180.. but I'm a bit skeptical. Might be the new CEO just being bullish. I'm back pre tech stock bubble, which was also pre pandemic bubble so I expect something bad to happen this week to every company I have a piece of.

If it does you've been warned.

I did say something bad was going to happen, so this was trumps tweet followed by 4DPharma

Nemeses2050

funkey_monkey wrote: »

Still unsure - TBH as to whether to go for the RI. It's either all in or all out. It's not massive numbers here, but it's good money.



If I go all in on the RI, I should end up with 5418 shares @ avg cost of £1.08:

Current
Purchases: 1073 shares @ £4.02
Dividend Shares: 115
Total shares: 1188
Cost: 1073 * £4.02 = £4,313.46

Max RI:
New shares: (1188 / 3) * 10 = 3960
Cost: 3960 @ £0.32 = £1,267.20

Post RI
Total Shares: 5148
Avg cost: (£4,313.46 + £1267.20) / 5148 = £1.08



If I sell now, I have losses of £2,507.71:

Sell Now
1188 * £1.52 = £1,805.75
Loss = £4,313.46 - £1,805.75 = £2,507.71



The temptation is to go all in on the RI and go long on the shares. If anything, the correct decision might be to see if shares drop and then purchase some more in order to get the avg cost to below £1.00 mark.

Thoughts?

If you don't need money, I would say hold. Another option is you can sell half of it and with the proceeds subscribe to RI's.

Atlas_IRL

RIGOLO wrote: »

Atlas_IRL recommends Atlas Trading ...
.... hmmmm .. are we being totally transparent on potential conflicts of interest...:D

thanks for tip will check it out on the air gapped machine .

hahah just copped that, this was a stupid name I picked donkeys ago. Its US owned. I just let it sit in the background and glance at the alerts, i'd lose my wallet day trading but for the knowledgeable its brilliant. I mainly just read the spac channels.

Nemeses2050

weemcd wrote: »

Might be a good entry point for anyone wanting to try 4d.

There was no bad news today at all. Rumours of a Nasdaq listing upcoming at some point, plenty of people still bullish on this one. I'm not selling my small stake anyway. I think between Trump, the election and Covid there are still plenty of rollercoaster moments yet for this year and beyond...

It's dropped nearly 35% today and looks tempting, however I would hold jumpin in just yet, let the price stabilise and then make a move.

Rothmans

Nemeses2050 wrote: »

It's dropped nearly 35% today and looks tempting, however I would hold jumpin in just yet, let the price stabilise and then make a move.

Yeah, I'm actually thinking of averaging down myself. We'll see what tomorrow brings!

I have to think it will rebound strongly over the coming days/weeks. A Twitter search reveals only good news, so I can only come to the conclusion that there is a lot of panic selling happening today as, at the end of the day, it is still technically a penney stock.

RIGOLO

Treppen wrote: »

Ha! I took your tip yonks ago with LUCKN for a couple of quid and meant to dump it. Lets see where this goes then.

lets keep talkin about this you and me.. the more we post the higher it goess..

up another 14% today ...

jams100

Look at labours plans for rasing revenues in 2021 budget. Abolishing cgt relief seems to be part of their plans, will the other parties go for similar?
Also 3% increase in cgt!

Kilboor

I think it's time for a separate tax on housing assets.

They're so housing focused they dont see how this hurts people looking to invest in assets outside of housing!

jams100

Kilboor wrote: »

I think it's time for a separate tax on housing assets.

They're so housing focused they dont see how this hurts people looking to invest in assets outside of housing!

Not populist enough. I'd be more afraid of what sinn fein will come out with. They seem to to think that the likes of us are making millions when I'd be happy with low 4 figures

Kilboor

jams100 wrote: »

Not populist enough. I'd be more afraid of what sinn fein will come out with. They seem to to think that the likes of us are making millions when I'd be happy with low 4 figures

That's exactly it, putting high taxes and reducing credits on those investing in shares only hurts the lower income earners. It's not only completely demotivational it's also counter intuitive to allowing people to grow and save their wealth without relying on government money.

Eventually for most of us, there will be a transfer of assets from shares into buying houses all without having to take anything from the government but instead they would rather push us away from this process.

inisfree0504

jams100 wrote: »

Look at labours plans for rasing revenues in 2021 budget. Abolishing cgt relief seems to be part of their plans, will the other parties go for similar?
Also 3% increase in cgt!

From a quick Wikipedia search, it seems we already have one of the highest rates of CGT in the world (above norway, sweden, germany etc). Any more is just madness.

Mickiemcfist

jams100 wrote: »

Look at labours plans for rasing revenues in 2021 budget. Abolishing cgt relief seems to be part of their plans, will the other parties go for similar?
Also 3% increase in cgt!

Abolishing Entrepreneurial relief is another joke, yea lets make it harder to start a company in an environment where tens of thousands of people are out of work... The mind boggles.

jams100

jams100 wrote: »

Look at labours plans for rasing revenues in 2021 budget. .........

Modern labour party doesn't know what it's at, sort of a SF esque view on everything now tbh.

RIGOLO

I understand the frustration above with those policies, those idiots think if I plug a plug bank into itself I can still power my appliances. They dont realise you need a feed of power (investment, entrpreneurship, capital) to pay for their other policiys.

Now lets get back to putting the G in CGT .
INTEL finally getting some notice. I think its a safe haven with room for growth if your looking for one. I parked some dosh there when it crashed after their epic earnings on all the AMD hype. With a PE around 10 its way undervalued
AMD for my gaming system, INTEL for work ... cue the 7nm acolytes..:)

ChuckieEgg

RIGOLO wrote: »

I understand the frustration above with those policies, those idiots think if I plug a plug bank into itself I can still power my appliances. They dont realise you need a feed of power (investment, entrpreneurship, capital) to pay for their other policiys.

Now lets get back to putting the G in CGT .
INTEL finally getting some notice. I think its a safe haven with room for growth if your looking for one. I parked some dosh there when it crashed after their epic earnings on all the AMD hype. With a PE around 10 its way undervalued
AMD for my gaming system, INTEL for work ... cue the 7nm acolytes..:)

I've picked up a load of Intel stock too as it will probably Intel for your gaming too as the next Gen gaming will come from cloud based computing services like Googles stadia, Microsoft Azure Cloud Games, Apple Arcade etc

RIGOLO

NYCT , are breaking out again , up near 4% in London (broke 7 quid) and 7% in Paris.
I still think its got room to grow, 25-30% if you add up the contracts its won, they are less than its market cap.. who ever heard of that. Its a gift even at this price.

Time for a coffee, speaking of which LUCKIN up a buck 04 yesterday popped 22% , been double digit gains for 4 days. I think thats got room to run, but be ready to exit quick if the pot goes cold.

GLTA , the markets are responding positively now that that guy 'with the 126 bedroom resort in Palm Springs ' has developed some auntiebodies.

hottipper

RIGOLO wrote: »

NYCT , are breaking out again , up near 4% in London (broke 7 quid) and 7% in Paris.
I still think its got room to grow, 25-30% if you add up the contracts its won, they are less than its market cap.. who ever heard of that. Its a gift even at this price.

Time for a coffee, speaking of which LUCKIN up a buck 04 yesterday popped 22% , been double digit gains for 4 days. I think thats got room to run, but be ready to exit quick if the pot goes cold.

GLTA , the markets are responding positively now that that guy 'with the 126 bedroom resort in Palm Springs ' has developed some auntiebodies.

How do you buy luckin now that its delisted? i cant see it in degiro, is it because you kept some or using a different platform? cheers!

RIGOLO

hottipper wrote: »

How do you buy luckin now that its delisted? i cant see it in degiro, is it because you kept some or using a different platform? cheers!

I use Etrade US account .
sorry I forgot many cant trade it

Nemeses2050

Nemeses2050 wrote: »

If you don't need money, I would say hold. Another option is you can sell half of it and with the proceeds subscribe to RI's.

Holy s**t Rolls Royce up another 15% today, nearly doubled since Fridays low's

RIGOLO

Nemeses2050 wrote: »

Holy s**t Rolls Royce up another 15% today, nearly doubled since Fridays low's

I really hope no one listened to me when I said you should sell. Ive worked in airplane manufacturing buinses and just didnt see how RR would benefit as airlines suffer. I guess a rights issue and a few billion more in loans has seen them right for the near term
To ere is human, best not to comment on stocks or industries your not closely watching.

Theres a new'ish lobby group in Congress promoting cyber currency, they gave every member of congress $50 in bitcoin as a promo stunt , they are looking to push for regulatory control of cyber currency.
Interesting item on CNBC, 15% of Americans own cyber currency, 25% of millenials and 33% of businesses accept them.
Lets see if my MARA, RIOT pickup, but Im holding them for 3-4years out so no rush.

Nemeses2050

RIGOLO wrote: »

I really hope no one listened to me when I said you should sell. Ive worked in airplane manufacturing buinses and just didnt see how RR would benefit as airlines suffer. I guess a rights issue and a few billion more in loans has seen them right for the near term
To ere is human, best not to comment on stocks or industries your not closely watching.

Theres a new'ish lobby group in Congress promoting cyber currency, they gave every member of congress $50 in bitcoin as a promo stunt , they are looking to push for regulatory control of cyber currency.
Interesting item on CNBC, 15% of Americans own cyber currency, 25% of millenials and 33% of businesses accept them.
Lets see if my MARA, RIOT pickup, but Im holding them for 3-4years out so no rush.

I was Naysayer as far as Crypto was concerned back in 2013-14 when it was in infancy if only I had listened to some of the boardsies back then

Shedite27

I still haven't bought into crypto. From listening to experts I was of the understanding that it was supposed to protect against crashes, but it crashed in March this year too. So essentially it's behaving like a tech stock now.

The bull case as I see it is that as more people "want" it, well it's a limited resource, so price will go up as demand goes up. I'm open to listening to people explain to me better than that why I should be interested, I like to feel like I understand why a price goes up and down (business performance). I don't feel I know how to do that with Crypto

Atlas_IRL

https://uk.reuters.com/article/jpmorgan-diversity-idUSKBN26T0H0

$CARV is ripping it before hours went to $23 in June and can hit $10 plus.
$IPDN is possibly another one.

It sucks not having before hours trading, watching Carv go up and up and not able to do anything..

Shedite27

Shedite27 wrote: »

I still haven't bought into crypto. From listening to experts I was of the understanding that it was supposed to protect against crashes, but it crashed in March this year too. So essentially it's behaving like a tech stock now.

The bull case as I see it is that as more people "want" it, well it's a limited resource, so price will go up as demand goes up. I'm open to listening to people explain to me better than that why I should be interested, I like to feel like I understand why a price goes up and down (business performance). I don't feel I know how to do that with Crypto

I still see it as a tulip, but possibly down to my ignorance.

supue

Nemeses2050 wrote: »

Holy s**t Rolls Royce up another 15% today, nearly doubled since Fridays low's

I'm actually sick looking at it the past few days, bought on a comment here at 106, sold out mid 120's as I wanted to lock in a profit, considered buying back in at 130 and decided not to. Serious sellers remorse! Still profit is profit and thanks for the call-out on the drop from whoever posted as I wouldn't have seen otherwise.

funkey_monkey

supue wrote: »

I'm actually sick looking at it the past few days, bought on a comment here at 106, sold out mid 120's as I wanted to lock in a profit, considered buying back in at 130 and decided not to. Serious sellers remorse! Still profit is profit and thanks for the call-out on the drop from whoever posted as I wouldn't have seen otherwise.

Don't regret not buying - only regret buying

What news is there though to warrant these rises. Is there some manipulation going on here?

Anyone here think that long term RR & BAE will merge. UK Gov have golden shares in both.

Nemeses2050

supue wrote: »

I'm actually sick looking at it the past few days, bought on a comment here at 106, sold out mid 120's as I wanted to lock in a profit, considered buying back in at 130 and decided not to. Serious sellers remorse! Still profit is profit and thanks for the call-out on the drop from whoever posted as I wouldn't have seen otherwise.

I can completely understand, I had the buy order at 108 and it didn't go through as it closed around 113 on Friday...so you're not alone

Mickiemcfist

Deleted User wrote: »

I still see it as a tulip, but possibly down to my ignorance.

Same, until I see it being used practically, I'll remain sceptical. I've said that since day 1 & it has risen xxx,xxx% since, but I don't understand the underlying economics & until I do it's a gamble as opposed to an investment for me.

Brock Turnpike

Someone here posted UMC as one to watch, probably a month or so ago, and it looks to be flying. Not sure who it was, but can anyone dig out the post? Can't find much about UMC online and I want to try determine whether there is more growth potential.

Shedite27

Lemonade finally making a big move today. Averaged down when it dipped down to the 40's - I'm finally back in the green. This will be a long hold for me.

retalivity

Just realised that I am in the green with Aphria - must have been waiting about 18months for that one.
Been some week...portfolio up 9% since monday morning

Treppen

retalivity wrote: »

Just realised that I am in the green with Aphria - must have been waiting about 18months for that one.
Been some week...portfolio up 9% since monday morning

What's the story with that.

Canopy ebbed down to below 20 so I got sick of the long slow drop and dumped (of course it's back up again!).

Did you ever get into organigram? I thought that was going good. ACB.... Also trundling down.

Do you think the haze is clearing on Canada?

retalivity

Ive no idea...i picked some up ages ago after I saw it being discussed here, then averaged down once or twice since, and then forgot about it.
May bank some of it while I can.

RIGOLO

Atlas_IRL wrote: »

https://uk.reuters.com/article/jpmorgan-diversity-idUSKBN26T0H0

$CARV is ripping it before hours went to $23 in June and can hit $10 plus.
$IPDN is possibly another one.

It sucks not having before hours trading, watching Carv go up and up and not able to do anything..

Yes a few BLM stocks spiked nicely on this $30 billion commitment from JPMC to support african american businesses.
CARV , BYFC and UONE were all touching double digit % gains , have pulled back since . Im going long on these . These stocks are day traders dreams with their wild swings.
Theres also the NACP ETF , I wont be touching that as its NAACP backed , I have limits. But at some point others will get into the BLM ETF buisness.
From here on in Im going to rephrase that from BLM to BMM blak mony matrs

Taking a small nibble in NAK ($1.16) Northern Dynasty Minerals .. they are sitting on the largest gold deposit in North America , but cant touch it cos the largest wild salmon river sits above it. Its all tied up in lawsuits and counter lawsuits.

testtech05

Gamestop is flying again today after an announcement of a partnership with Microsoft. How high do people think it can realistically get?

Only took a small position in it myself a few months back that is well up but seems to have been going from strength to strength off the back of next gen console announcements etc

Treppen

testtech05 wrote: »

Gamestop is flying again today after an announcement of a partnership with Microsoft. How high do people think it can realistically get?

Only took a small position in it myself a few months back that is well up but seems to have been going from strength to strength off the back of next gen console announcements etc

They started trade ins/ups for new Xbox S and X in the States which are crazy popular. People here are desperate to get them in their hands before Christmas but they're sold out in Ireland (or else pre order and await disappointment).

If they're doing a linkup with MS then I think they'll be rolling out the trade up and bundle packages offers over here soon.

MS must be making a mint off their gamepass subscription.

Timmaay

Brock Turnpike wrote: »

Someone here posted UMC as one to watch, probably a month or so ago, and it looks to be flying. Not sure who it was, but can anyone dig out the post? Can't find much about UMC online and I want to try determine whether there is more growth potential.

I remember that post, I took a punt on it based on the same post. It didn't give much details, so isn't worth the effort of digging it out I'll admit though ha. In terms of today's spike, they announced a September increase in sales, that rise faded quick enough across the day however. In terms of a good source of information, I find stocktwits great for smaller company's, people will post up stuff very quickly. Stocktwits is no good for the more popular companies be warned, too many robinhood idiots drowning out any useful posts.

Nemeses2050

While We're looking at gaming stocks, what are your views on Corsair folks?

retalivity

RR continuing to only go one way...banking some of the gains this morning

RIGOLO

danoriordan1402 wrote: »

I have been holding VMW position for years having got in at a discount, a fairly static stock for the last while but I believe once the DELL/VMware divorce happens next year it may take a turn up, will see

DELL gets a 2% gain .
I think the IBM spin off will benefit DELL. IBM seperating their server buisness creates uncertainty for customers for the next 12-18 months. Dell will take advantage of this . IBM instead of providing a one-stop shop for a customer , will now be providing 2 suppliers, one for SW and one for HW.

Personally I think its a bad move by IBM, they sold out of the PC market and look where thats gone since.

I think this (IBM generated) bump for DELL will feed into the time frame for the VMWARE selloff.
DELL is a safe place with modest gains forecast to park some dosh.

EDIT : I reread this and theres a glaring contradiction .. but what the heck ...

fwiw this is just an opinion folks, I think we are all expressing opinions here, in good faith. No one is telling anyone what to do.
NYCT killing it again early this morning, up 5%

Kilboor

Morning,

Been a quiet two months for me. Not many moves made, if any, but that's starting to change.

Sold out my position in the biotech RGLS for a 40% loss, although thankfully this was my smallest position, it was a setback nonetheless.

Opened my position in Gamestop finally at a BEP of 8.80, that's paying off really nicely right now and I've set a purely short squeeze based price target of 20 dollars. I'll look to close half at this point.

Otherwise I'm still holding Providence Resources, which I'm ridiculously over optimistically bullish about. This has been making me some nice gains over the last few months and I think it has a LOT more to go. I'll be looking to open a small position in its partner LOGP today with the sold RGLS loss.

Other than that I'm still holding some other stocks in and around break even prices. I'd like to load more into these with any profits from above.

I also mentioned UpWork recently. This has also taken off nicely for a fairly safe tech market play. Still think it's criminally undervalued from a purely user point of view, it's the best product out there for professional outsourcing.

funkey_monkey

retalivity wrote: »

RR continuing to only go one way...banking some of the gains this morning

Any idea of the rationale behind the gains - I can't see any solid reason for them.

funkey_monkey

funkey_monkey wrote: »

Any idea of the rationale behind the gains - I can't see any solid reason for them.

Always a good time to take gains. I can only imagine it's Trump's Superman type recovery related.

DutchYurt

4D Pharma in for another bad day, almost a 50% drop this week

mickey15ie

DutchYurt wrote: »

4D Pharma in for another bad day, almost a 50% drop this week

What is going on with 4D?

Kilboor

Underwhelming trial results

DutchYurt

mickey15ie wrote: »

What is going on with 4D?

They had results a few days back and there was profit taking but not sure what's happening today. Blood bath on the position I had but will just hold and see what happens, company has alot of good things in the pipeline

doctorg

Anyone know when the purchased IAG rights issue become exercisable ? I thought the date was 7th but in Degiro they are still non-tradeable

Big up to the person that passed on their friend (now also my friend ), who specialises in chip manufacturers, advice to look into United Microelectronics. Up approx 44%. Only sorry I didn't buy more.

Kilboor

Kilboor wrote: »

Underwhelming trial results

The results were very good, any phase 2 that indicates progression to phase 3 is decent. No side effects also.

I'm tempted to buy more but I'd be averaging up.