Share Picks 2020

Galego

Lex Luthor wrote: »

$SOLO just dipped into my buy range pre market

At which price would it be worth to buy SOLO?

Galego

Galego wrote: »

At which price would it be worth to buy SOLO?

See their post further up. There's some excellent share picks and info given on this thread (which I'm new to) But I doubt posters are going to give, effectively, investment advice.

Bob Harris

Galego wrote: »

At which price would it be worth to buy SOLO?

RIGOLO

RIGOLO wrote: »

what a week.
NVAX holding its gains and got a DOD contract , expecting OWS to kick in soon and that will help NVAX compound its gains and chase MRNA market cap. Plus NVAX have Nanoflu awaiting bla certification.
New ebola outbreak which may get INO back in the green, or theres the off chance they are one of 2 un-named companies in the NYT OWS article.

I hope people were listening to me back on the 5th of June .
NVAX was $44 back when I posted this.
This morning we got $1.6 billion in Covid 19 funding from BARDA.
Stock is trading at $110 dollars...:) I told ye OWS funding was coming.
and I aint even a grandpa yet but I may just retire...
see y'all in November , just dropped in to say hello to the sensitive Robinhood millenials
ohh and INO was at 12, is now trading at $20 having peaked last week at $31..

peterofthebr

RIGOLO wrote: »

I hope people were listening to me back on the 5th of June .
NVAX was $44 back when I posted this.
This morning we got $1.6 billion in Covid 19 funding from BARDA.
Stock is trading at $110 dollars...:) I told ye OWS funding was coming.
and I aint even a grandpa yet but I may just retire...
see y'all in November , just dropped in to say hello to the sensitive Robinhood millenials
ohh and INO was at 12, is now trading at $20 having peaked last week at $31..

Working from home, doing my day job and some trading in between is hard to do :cool: good calls RIGOLO

Kamu

Great calls Rigolo and Lex Luthor,

i have my cash in Cruiselines and Airlines at the time so missed out.

I think I'm going to keep are certain amount of K on the sidelines from now on.

iAcesHigh

Finally I can write a suggestion here.

$LMND - Lemonade Inc, "modern insurance company" that IPOed recently is a bigger winner so far, and I would assume will only go up. It's a great company with visionary CEO who wants to "change insurance landscape". He had a very cool interview with Kara Swisher for Recode Decode not that long ago. It's insurance that concentrates on digital, where you can do everything online for 90%, including approved claims within 10 mins etc + they "take" only 30% (if I remember percentage correctly) of the price while the rest goes to charity of your choice. Furthermore, in the background, they offload big percentage of those insurances to third-party insurances to avoid cash-flow issues. I urge you to google yourself about them, you might be surprised even if you don't like insurance business in general. I personally believe I should invest more in companies that at least try to change the world for the better, so I'm looking into my entry point for this one, yet to pull the trigger though...

HelloYoungBoy

Terrontress wrote: »

Yep, it went up 15% on Thursday as well. There was no trading on Friday due to American Independence Day, but it went up something similar on the Dax on Frankfurt and has held that this morning.

It's going to move me to 200% gains overall if it holds beyond $10.05.

I am not a big investor. I just got tired of savings rates of less than 1% and decided to put my monthly savings into shares. Mostly tips off boards, things like Zuora, Doyou, and bit by bit I sold the others and put all my eggs into the Nio basket.

I won't get rich, given that I have invested so little, but it has been good fun along the way.

NIO just pushed past $12 today for the first time

Timmaay

HelloYoungBoy wrote: »

NIO just pushed past $12 today for the first time

Have 500 shares that I'm in at a bep of 5.92, but I was just looking back at my history, I had 1700 worth of them back in March at one stage which I offloaded for a small bit over breakeven at like 4e each 😅😅 dammit.

Lex Luthor

jon1981 wrote: »

Do you need to pay extra trading after hours with Ameritrade? any gotchas?

After hours trading is one of the reasons why I'd move from Degiro

Ameritrade is commission free

Used to be $6.95 per transaction but went free a few months ago

Costs nothing extra for after hours

Have been using them for about 20yrs. Very slick site

I’ve only ever withdrawn once...think of t cost $25

They are big on paperwork but as I’m not a US resident you just need to sign a form to state that and you will file your own taxes

Lex Luthor

Galego wrote: »

At which price would it be worth to buy SOLO?

All I’m going to post is what I’m doing, people need to DYOR

Bit of advice, Don't chase green candles

Instead look for the consolidation ranges that happen after those exponential rallies

$SOLO dipped right into my buy zone today after yesterday’s pump

Typically after an exponential pump, you can generally see a retrace fairly soon of 50% of the size of the pump

SOLO opened about $3.2 yesterday and topped @ $5.4 so I was looking at a retrace at approx $4.3

I had buy orders filled today @ $4.32 & $4.12

RIGOLO

I believe in a balanced portfolio .

Im on record as taking a position in the gun stocks RGR (Ruger) and SWBI (Smith and Wesson) a few weeks back , that whole BLM bs was bound to give them a pop which I will ride until earnings or maybe until the election depends how many block partys the sjws have.
VSTO on the OTC is another great pick as they do alot of ammo and WRTC have some cool devices for personal protection. But that whole space is very cyclical and subject to social tensins you have to monitor.

Anyways to balance off this part of the portfolio Ive taken a large position in the BLM movement.
Picked up some BYFC (Broadway Financial currnetly $2.37) and CARV (Carver Banking group currently $7.11), a few weeks ago both black owned banking companys. Netflix already announced they are moving $100 million in deposits to black owned banks, and I expect other major multi-nationals to follow suit.
I averaged down on both and have taken some profit off the table as both of these are day traders dreams with major run ups and drops which I have played, but for now I think these 2 companies are long term holds.
UONE (is a black owned social media and radio company) I dont own any but some people are speculating they will grow with BLM growth. But BYFC and CARV are my main BLM plays

If the A-listers and multi-nationals are serious about supporting the BLM movement sooner or later serious money will have to flow to these 2.
Scared money dont make money so this is only for the brave.

And AYRO is my EV play , Amazon are building a new distro centre near them and they do electric run abouts. Take a look

Do your own dd, and dont ever take advice from people who post stock picks on msg boards.
GLTA , now Im off again , Im really too busy to spend time here.
What a day NVAX pops 30% and INO up 15% on compounded gains, it nearly knocked me off the wagon...

Terrontress

HelloYoungBoy wrote: »

NIO just pushed past $12 today for the first time

Well into the 13s now. The highs keep mounting. I’m going to sit for a while yet. But I’m cautious about buying more, given that some of them I bought at $1.46.

Lex Luthor

RIGOLO wrote: »

I believe in a balanced portfolio .

Im on record as taking a position in the gun stocks RGR (Ruger) and SWBI (Smith and Wesson) a few weeks back , that whole BLM bs was bound to give them a pop which I will ride until earnings or maybe until the election depends how many block partys the sjws have.
VSTO on the OTC is another great pick as they do alot of ammo and WRTC have some cool devices for personal protection. But that whole space is very cyclical and subject to social tensins you have to monitor.

Anyways to balance off this part of the portfolio Ive taken a large position in the BLM movement.
Picked up some BYFC (Broadway Financial currnetly $2.37) and CARV (Carver Banking group currently $7.11), a few weeks ago both black owned banking companys. Netflix already announced they are moving $100 million in deposits to black owned banks, and I expect other major multi-nationals to follow suit.
I averaged down on both and have taken some profit off the table as both of these are day traders dreams with major run ups and drops which I have played, but for now I think these 2 companies are long term holds.
UONE (is a black owned social media and radio company) I dont own any but some people are speculating they will grow with BLM growth. But BYFC and CARV are my main BLM plays

If the A-listers and multi-nationals are serious about supporting the BLM movement sooner or later serious money will have to flow to these 2.
Scared money dont make money so this is only for the brave.

And AYRO is my EV play , Amazon are building a new distro centre near them and they do electric run abouts. Take a look

Do your own dd, and dont ever take advice from people who post stock picks on msg boards.
GLTA , now Im off again , Im really too busy to spend time here.
What a day NVAX pops 30% and INO up 15% on compounded gains, it nearly knocked me off the wagon...

Those 3 firearms stocks were a good pick Rigolo

I got into all 3 of them aswell and up about 11% on RGR, 27% on SWBI & 32% on VSTO

I’m moving my stop as they go up on all 3

peterofthebr

bloomberg tv talking to christopher ailman hes saying allot of people who would normally be in meeting but now WFH are now looking at their bloomberg terminals (lol ..bloomberg terminal subscription is near 20k a year i think haha pocket change he must think),

bloomberg again more talk of overvalued stock market...us virus case rise 1.8% in line with last week - wow,

Jim2007

peterofthebr wrote: »

bloomberg tv talking to christopher ailman hes saying allot of people who would normally be in meeting but now WFH are now looking at their bloomberg terminals (lol ..bloomberg terminal subscription is near 20k a year i think haha pocket change he must think)

Most people who have them have no idea of costs until they get budget responsibility or go out on their own.... remember one new manager giving a speech about cost savings and pointing out someone on his staff having a mag sub for $8,000 only to find out later it was himself

OwlsZat

Bought into INO and VXRT yesterday after getting my head around how the COVID19 news that came out of Spain re the lack of herd immunity. Looks like when it does come out we going to be dosing COVID19 vaccines for quite some time. Both are showing promise and are part of project "warp speed"

Shedite27

How does Docusign continue to rise? Up 150% since start of April, up another 5% in pre-market

hottipper

nkla dumped down 17% yesterday up 12% today pre market. I think alot of people getting there accounts shredded in the last 3 weeks, difficult window to trade.

Nemeses2050

I would stay away from it for a while now.

Lex Luthor

$SOLO - I love it when a plan comes together

Lex Luthor

Lex Luthor wrote: »

$SOLO - I love it when a plan comes together

I was in this time, although not a huge amount. Have put in a bigger buy order at $4.20.

Kamu

I have cash in my Degiro account again, but it looks like I missed the Nio and Solo buzz.

peterofthebr

FED reminding market they can do more if needed, only way is up so..:rolleyes:
https://www.reuters.com/article/us-usa-fed/fed-policymakers-worry-growth-plateauing-pledge-more-support-idUSKBN2482TW

Change of tack - I see SPCE dropping. I've gone in it with a buy order for $16.20. Neither a long term hold or a day trade.



While the Dragon crew is Tesla owned, I think a successful return of the Dragon module with it's crew end of July/Early August will see SPCE skike also.

peterofthebr

NASDAQ: SOLO
any actual good news from this plc seems well up today whats the general stock exit price $5.30 or so

peterofthebr

peterofthebr wrote: »

NASDAQ: SOLO
any actual good news from this plc seems well up today whats the general stock exit price $5.30 or so

I exited at $4.99. Had a sales order in and forgot about it. Only realised when I got the confirmation email.

Shedite27

hottipper wrote: »

nkla dumped down 17% yesterday up 12% today pre market. I think alot of people getting there accounts shredded in the last 3 weeks, difficult window to trade.

I bought at $30, watched it go to $90, down to $40 yesterday,and now up 25% again today. Gonna be a rollercoaster for sure. Seems to be jumping today ona JP Morgan analyst giving a writeup. At $40 he said it was undervalued and expeceted it to climb to $45. Was over $50 at opening bell

hottipper

Shedite27 wrote: »

I bought at $30, watched it go to $90, down to $40 yesterday,and now up 25% again today. Gonna be a rollercoaster for sure. Seems to be jumping today ona JP Morgan analyst giving a writeup. At $40 he said it was undervalued and expeceted it to climb to $45. Was over $50 at opening bell

i bought it into close yesterday as i thought it was selling off too much, sold it this morning shortest trade ever. staying away from it now my scam detector going off

crushproof

Shedite27 wrote: »

How does Docusign continue to rise? Up 150% since start of April, up another 5% in pre-market

Yeah I don't get this one, has rocketed lately. I have a mate who works them so has plenty of shares and is quite happy to see the rise. To me it just seems like any company could create this type of product, but what do I know!

I wonder if its still worth jumping on board for the ride.

LawBoy2018

Boohoo shares worth a punt? T/a 223.70

Kamu

LawBoy2018 wrote: »

Boohoo shares worth a punt? T/a 223.70

With the claims of modern day slavery;, I could imagine they have more to fall, specifically if there is any form of formal investigation.

LawBoy2018

Kamu wrote: »

With the claims of modern day slavery;, I could imagine they have more to fall, specifically if there is any form of formal investigation.

Do you think? I think it will blow over fairly quickly unless big brands continue to drop them. Anyone with a brain knows how fast fashion brands keep their costs down, look at Primark for example. They're still thriving, despite similar accusations in the past.

Time will tell, though! Thanks for your input.

Kamu

LawBoy2018 wrote: »

Do you think? I think it will blow over fairly quickly unless big brands continue to drop them. Anyone with a brain knows how fast fashion brands keep their costs down, look at Primark for example. They're still thriving, despite similar accusations in the past.

Time will tell, though! Thanks for you input.

I think people overlook the working conditions in countries like Bangladesh, India, China, Turkey and others, but these claims are centered in factories in the UK which I think does make a difference for people.

However the stock could jump up easily with how mad the market is at the moment.

If you do decide to throw a punt at it, i hope it works out!

Shedite27

crushproof wrote: »

Yeah I don't get this one, has rocketed lately. I have a mate who works them so has plenty of shares and is quite happy to see the rise. To me it just seems like any company could create this type of product, but what do I know!

I wonder if its still worth jumping on board for the ride.

I'm only in since the 24th June and it's up 22% in that time.

Used them at work for years and never thought much of them, they just basically are a "I Accept" button on PDF. I've read a bit about them more recently tho and sounds like they've expanded to a lot more ideas, and the current situation is perfect for their no-human-contact model

GoldFour4

iAcesHigh wrote: »

Finally I can write a suggestion here.

$LMND - Lemonade Inc, "modern insurance company" that IPOed recently is a bigger winner so far, and I would assume will only go up. It's a great company with visionary CEO who wants to "change insurance landscape". He had a very cool interview with Kara Swisher for Recode Decode not that long ago. It's insurance that concentrates on digital, where you can do everything online for 90%, including approved claims within 10 mins etc + they "take" only 30% (if I remember percentage correctly) of the price while the rest goes to charity of your choice. Furthermore, in the background, they offload big percentage of those insurances to third-party insurances to avoid cash-flow issues. I urge you to google yourself about them, you might be surprised even if you don't like insurance business in general. I personally believe I should invest more in companies that at least try to change the world for the better, so I'm looking into my entry point for this one, yet to pull the trigger though...

Going to give this a while to settle post IPO before I have a look. It's an interesting concept certainly from the point of view of reduced operating costs via an online model. They are quite risk adverse though with the amount of premium they are ceding to reinsurers.

FFVII

Atlas_IRL wrote: »

EV is the future - need big patience and 5-10 year hold times.

Hydrogen

bfa1509

Lex Luthor wrote: »

All I’m going to post is what I’m doing, people need to DYOR

Bit of advice, Don't chase green candles

Instead look for the consolidation ranges that happen after those exponential rallies

$SOLO dipped right into my buy zone today after yesterday’s pump

Typically after an exponential pump, you can generally see a retrace fairly soon of 50% of the size of the pump

SOLO opened about $3.2 yesterday and topped @ $5.4 so I was looking at a retrace at approx $4.3

I had buy orders filled today @ $4.32 & $4.12

Spot on with this. Got in at $4 out at $4.97 - thanks a bunch!

Wouldn't be surprised to see it in the red before the end of the day

hottipper

kinda like that lmnd call
https://willrobotstakemyjob.com/13-2053-insurance-underwriters
might be the future whole industry could be replaced by ai machine learning robots at some stage

Jim2007

iAcesHigh wrote: »

Finally I can write a suggestion here.

$LMND - Lemonade Inc, "modern insurance company" that IPOed recently is a bigger winner so far, and I would assume will only go up. It's a great company with visionary CEO who wants to "change insurance landscape". He had a very cool interview with Kara Swisher for Recode Decode not that long ago. It's insurance that concentrates on digital, where you can do everything online for 90%, including approved claims within 10 mins etc + they "take" only 30% (if I remember percentage correctly) of the price while the rest goes to charity of your choice. Furthermore, in the background, they offload big percentage of those insurances to third-party insurances to avoid cash-flow issues. I urge you to google yourself about them, you might be surprised even if you don't like insurance business in general. I personally believe I should invest more in companies that at least try to change the world for the better, so I'm looking into my entry point for this one, yet to pull the trigger though...

It does not really add up....

First of all, a well run insurance company is one that returns only 100% of its premiums in claims. So simply doing it over the internet and saying

Lemonade’s business model differs from that of typical insurance companies in that it keeps a flat 25% fee of a customer’s premium while setting aside the remaining 75% to pay claims and purchase reinsurance.

is not going to cut it unless you can ACTUALLY reduce the claims way below every other insurance company...

And then there is this:

Unclaimed premiums go to a nonprofit of the user’s choosing in an annual “Giveback.”

It takes about 5 to 7 years for claims to work themselves out, so how can you even go about achieving this? It is not the case that if you don't make a claim, your premiums are available to pay out, as it is required to pay those that do make a claim... And if they were holding 25% back why are the losses so high?

And what do you mean by:

Furthermore, in the background, they offload big percentage of those insurances to third-party insurances to avoid cash-flow issues.

If you are pricing your policies correctly, you should not have cash flow issues - you should be holding reserves of premiums to meet future claims, so what it the issue?

Until we see say five years of accounts, we will not have an idea if this thing actually hangs together.

Better to sit it out and wait see how it goes, there will be plenty of opportunities to make money on it later if it actually pans out.

peterofthebr

bfa1509 wrote: »

Spot on with this. Got in at $4 out at $4.97 - thanks a bunch!

Wouldn't be surprised to see it in the red before the end of the day

...you can ride the wave - but do your research ...in the long term it will be better for you.

bfa1509

peterofthebr wrote: »

...you can ride the wave - but do your research ...in the long term it will be better for you.

There is no research to be done with the EV companies though - no logic or sense to any of it. I think most people know it's a game of roulette before they get in.

Green&Red

NickSantigo wrote: »

Purchased Sea Ltd earlier in the year.
Afraid I was buying high at the time but they have gone from strength to strength

Up 10% today, 30% since I bought them

Thanks to those that recommended it

Lex Luthor

bfa1509 wrote: »

Spot on with this. Got in at $4 out at $4.97 - thanks a bunch!

Wouldn't be surprised to see it in the red before the end of the day

Great to hear, that’s a nice bit of profit

I was hoping myself to get out around $4.95 but I would have probably got a 90 day ban from Ameritrade for flipping so quickly within 24hrs

iAcesHigh

Jim2007 wrote: »

is not going to cut it unless you can ACTUALLY reduce the claims way below every other insurance company...

The idea is that AI can price the insurance and estimate risk much better than any agent or generic template

It takes about 5 to 7 years for claims to work themselves out, so how can you even go about achieving this? It is not the case that if you don't make a claim, your premiums are available to pay out, as it is required to pay those that do make a claim... And if they were holding 25% back why are the losses so high?

They are spending enormous money on advertising which absorbed 73% of total revenue in first Quarter of 2020. They do claim they are much more efficient, but they did feel (and still do) that in insurance market they won't be able to succeed without initial big spent considering many insurance companies are there for a looong time so it's hard to take their market share. Of course, this is the obvious risk - will they know how much to spend and how to do efficient marketing without depleting their money stores...

Until we see say five years of accounts, we will not have an idea if this thing actually hangs together.

Which is the case with any company introducing something new in their industry. I do feel that many people, when you mention insurance to them, immediately think about fraudsters who are after your money and this company is trying to change that. I agree it's not a given they will succeed but their growth for now has been quite impressive so I won't have any issues "betting" on them. I won't put my whole savings on them, but I wouldn't do that with any company either way, let alone somebody introducing new, still to be evaluated, approach...

Shedite27

Jim2007 wrote: »

It does not really add up....

First of all, a well run insurance company is one that returns only 100% of its premiums in claims. So simply doing it over the internet and saying



is not going to cut it unless you can ACTUALLY reduce the claims way below every other insurance company...

And then there is this:



It takes about 5 to 7 years for claims to work themselves out, so how can you even go about achieving this? It is not the case that if you don't make a claim, your premiums are available to pay out, as it is required to pay those that do make a claim... And if they were holding 25% back why are the losses so high?

And what do you mean by:



If you are pricing your policies correctly, you should not have cash flow issues - you should be holding reserves of premiums to meet future claims, so what it the issue?

Until we see say five years of accounts, we will not have an idea if this thing actually hangs together.

Better to sit it out and wait see how it goes, there will be plenty of opportunities to make money on it later if it actually pans out.

Yeah kinda agree, gonna sound like a capitalist here, but isn't the point of a listed company to make money for shareholders? If they can do that by making the world a better place great, but wouldn't a shareholder prefer profits to be given to shareholders, rather than to charity?

plasmin

hottipper wrote: »

kinda like that lmnd call
https://willrobotstakemyjob.com/13-2053-insurance-underwriters
might be the future whole industry could be replaced by ai machine learning robots at some stage

Surely all the big insurance companies are already applying AI in their businesses, LMND are talking about it

Shedite27

plasmin wrote: »

Surely all the big insurance companies are already applying AI in their businesses, LMND are talking about it

LMND have started with the cases that are easy to apply machine learning too, mainly contents insurance for renteres (ie younger, tech-able people). It's when they get into life insurance for older people with underlying health conditions,or house insurane in areas prone to flooding that AI will take longer to catch on.

hottipper

plasmin wrote: »

Surely all the big insurance companies are already applying AI in their businesses, LMND are talking about it

heres a good article on it for an against
https://sam.substack.com/p/lemonade-plans-to-disrupt-the-5-trillion
and yeah looks like some of the competitors are trying to copy it even the website and logo

idk i kinda like it added to watch list will wait for a few red weeks and buy some up

ShineOn7

Is there much growth left in Shopify shares?

If you invested in 2015 when they floated at $28 you'd be doing very well. They're at $1000 at the moment

My hunch is that many of those with decent redundancy packages in the next year will try eCommerce and Shopify seem to offer the easiest solution for this

I think there's a very strong chance Amazon will buy them in the next 3 years, they already work together


Thoughts?