Share Picks 2020

Das Reich

Sold yesterday some KHC at 33 that I got for 26 some months ago. What are people looking at today?

Shedite27

A poster a few weeks back touted Livongo, I've been in it since mid May (about $60), been up about 60% in the past month, and jumped a lot after they increased revenue guidance last week.

They're a medical device company, use apps/technology to monitor things like Diabetes. Huge market, and they are capturing huge numbers of customers.

They were $114 at the peak Monday, took a drop since then, but should be about $100 today. Definitely a dip I'd recommend buying. It's my 3rd biggest holding

Nemeses2050

Nemeses2050 wrote: »

Airlines/Cruise up 5% in After hours already

Anything to do with travel and tourism is flying...

On a side note World's evil Bank reported a huge profit

peterofthebr

Nemeses2050 wrote: »

Anything to do with travel and tourism is flying...

On a side note World's evil Bank reported a huge profit

if anyone can do it Goldman can

bcklschaps

Kilboor wrote: »

At least he's putting his own money on the table, but yes I saw it myself yesterday and was unimpressed. Rhetoric if anything but maybe the man is as optimistic as he sounds.

It isn't by any means my largest investment but it is one I'd be confident of a good end of year return even at current prices.

Looks like a well timed nudge there @Kilboor, thanks dude. Picked up a few Providence myself close of business yesterday, SP up 6% today.

Might get a few more if there's any kind of dip in the next few weeks?

Kilboor

bcklschaps wrote: »

Looks like a well timed nudge there @Kilboor, thanks dude. Picked up a few Providence myself close of business yesterday, SP up 6% today.

Might get a few more if there's any kind of dip in the next few weeks?

Hopefully get a dip soon. I'm going to liquidate my GameStop holding (Break Even) and buy more providence.

Jesper

A lot of people discussing Vaccine availability and different companies proposals and how they effect the market etc.
There is a very good 5.38 minute video on the below link explaining the full process from Euro News. There is accompanying text but I won't copy and paste it in as it is quiet long.

https://www.euronews.com/2020/07/03/how-does-a-vaccine-get-approved-in-europe-the-process-explained

peterofthebr

sold my NASDAQ: AAL good to take profit when u can...who knows whats around the corner.

UPDATED: 30 MIN before market closes: #Earlier i sold my holding in American Airlines as it met my plan earning/profit >=$1 a share, even though the share price went up after i sold them.
its important to have a exit plan if your actively trading. long term investing is best in my experience but for me at the moment im trading as the fatague of this covid is only starting to hit the economy/people IMO...
just saying this as i feel there is a few people here who are new to this whole game - BEFORE YOU BUY HAVE A EXIT PRICE YOU ARE HAPPY WITH ..rather then following greed is good :-)

hottipper

roosterman71 wrote: »

If you don't mind, could you give some explanation to that graph?

so the bottom indicator is a anchored vwap day traders use it alot for finding entries/exits. i don't day trade but still use it.
blue green and purple are Emas 12, 21, 55
Red line is the 200
the yellow x's are failed macD crosses (exit signals)
over on the right you got session volume points at which there is alot of trading activity, most is sitting at the 0.618 retracement level (now resistance)
candle sticks are heiken ashi
i'm just hoping price stays above the ema's and we get above the resistance levels, if it comes back to touch the emas and rsi is below 30 ill add to the position breaks below ill exit, rince/repeat till it works.

peterofthebr

so whats the long goal here, myself ..im waiting for a cheaper entry for USA stocks and some FTSE..but once i buy then i will just sit repeing the dividends - until that time comes im just trading usa stocks as there is gain to be made...before it gets honest again.

peterofthebr

peterofthebr wrote: »

so whats the long goal here, myself ..im waiting for a cheaper entry for USA stocks and some FTSE..but once i buy then i will just sit repeing the dividends - until that time comes im just trading usa stocks as there is gain to be made...before it gets honest again.

There are two stock markets imo.

1. Covid affected and long term holds.
2. Bull Market ripe for serious correction, over inflated by cheap money, low/negative interest rates. At some stage the music will stop and someones going to be landed with a nasty surprise.

hottipper

peterofthebr wrote: »

so whats the long goal here, myself ..im waiting for a cheaper entry for USA stocks and some FTSE..but once i buy then i will just sit repeing the dividends - until that time comes im just trading usa stocks as there is gain to be made...before it gets honest again.

i'm sticking with this 2 weeks left to start rotating into laggards or take your free fed money to the bank :pac:
https://ibb.co/nnZcSnS

Kilboor

Woah providence slow down ! Missed another entry by 0.01 gbx

retalivity

Will keep an eye on the twitter share price to see if it has any big drops after last nights hack.
Been in and out of it sub $30 before, if it goes near that again will buy back in,

Treppen

This penny stock( Magnus ASX ) was mentioned on here a couple of years back and I decided to go long.

What I like:
3 Li Gigafactories in the pipeline in Germany, Australia and US. Musk says he will need more than just his own gigafactories to serve his own needs , especially if he rolls out his solar panels for houses on a large scale.
Graphite mine in Tanzania with seemingly good quality.


What I don't like is it's a roller coaster in the early stages.
Tanzania can be politically unstable.

Anyhow, the stock has been in the doldrums for a while and is picking up steam again, but I can't find out why ( manipulation!!).

Bob Harris

NBRV - gone baloobas after yesterday's deal announcement. I've a feeling the FDA approval (whenever it arrives) will be a sell the news event so might be time to sell the last of them.

Kilboor

Bob Harris wrote: »

NBRV - gone baloobas after yesterday's deal announcement. I've a feeling the FDA approval (whenever it arrives) will be a sell the news event so might be time to sell the last of them.

Was watching as a mate of mine still holds it. Very unexpected news! Fair play for anyone still holding.

Bob Harris

Kilboor wrote: »

Was watching as a mate of mine still holds it. Very unexpected news! Fair play for anyone still holding.

I held onto some and should have followed my own advice and picked up more in the 60's. A moral victory is worth sweet fa.

AmberGold

It looks like Electric Car manufacturer Fisker has teamed up with Spartan Acquisition company. The CEO seems credible as designer of the Z8, Aston Martin vantage to name a few. Cars look good too.

If this goes the way of the most recent food related Spac's never mind electric cars it could be worth a punt.

Shedite27

AmberGold wrote: »

It looks like Electric Car manufacturer Fisker has teamed up with Spartan Acquisition company. The CEO seems credible as designer of the Z8, Aston Martin vantage to name a few. Cars look good too.

If this goes the way of the most recent food related Spac's never mind electric cars it could be worth a punt.

I read up on this one actually, it's a bit different for 2 reasons:
1. They aren't building their own assembly factories, but rather using a load of sub contractors who will assemble them, the final "putting it together" step is even outsourced.
2. They aren't selling cars in the traditional manner, their prime model is lease-based, where the minimum lease is one month. I'm not sure how that works with reselling cars.

I haven't bought, as I'm a little sceptical of both points, plus the CEO said that the move to go public was quite a quick one, which makes me believe they're trying to piggy back off the Tesla/Nikola buzz to get a bump.

AmberGold

Personally I like the outsourced model, apparently VAG are supplying the skateboard. Look at the hassle Tesla had in the early days.

Anyway short term I'm also trying to ride the wave of the Tesla/Nikola buzz, if the US boards are anything to go by there's huge early retail investor interest.

I had an opp to by into Nikola @ 13 and passed, also sold my Tesla @ 860 when they dropped back from 1K so this could be the chance to rectify or not!

Nemeses2050

AmberGold wrote: »

It looks like Electric Car manufacturer Fisker has teamed up with Spartan Acquisition company. The CEO seems credible as designer of the Z8, Aston Martin vantage to name a few. Cars look good too.

If this goes the way of the most recent food related Spac's never mind electric cars it could be worth a punt.

I got them other day in the hope of riding the EV Wave...as I jumped out of NKLA too early and missed the NIO wave :mad:

bcklschaps

Kilboor wrote: »

Woah providence slow down ! Missed another entry by 0.01 gbx

Yeah, same as that. Have a buy in, hoping for a dip today after a strong day yesterday.. it never went there, and just took off.

Going to let what I have ride and see where it goes.

Atlas_IRL

Bought in at $19 then averaged that down to $16 when it dipped. Fisker has had a failed car company in the past but i have looked at this one a lot and i like it.

They are looking to use VW's new MEB battery platform to cut market time in half https://www.volkswagenag.com/en/group/fleet-customer/facts_and_figures/MEB.html

The SUV price is also really good and the leash options is class. Give the car back anytime! https://www.marketwatch.com/story/fisker-is-going-public-five-things-to-know-about-the-electric-car-maker-ahead-of-its-ipo-2020-07-14?mod=mw_more_headlines

littlevillage

Treppen wrote: »

This penny stock( Magnus ASX ) was mentioned on here a couple of years back and I decided to go long.

What I like:
3 Li Gigafactories in the pipeline in Germany, Australia and US. Musk says he will need more than just his own gigafactories to serve his own needs , especially if he rolls out his solar panels for houses on a large scale.
Graphite mine in Tanzania with seemingly good quality.


What I don't like is it's a roller coaster in the early stages.
Tanzania can be politically unstable.

Anyhow, the stock has been in the doldrums for a while and is picking up steam again, but I can't find out why ( manipulation!!).

Yeah, bought in myself to Tawana, NZC and Magnis back there a year or two ago when there was a buzz around Lithium and battery tech etc.

NZC in fairness, paid off nicely.

But the other two were a disaster. Tawana a complete wipe-out and Magnis not far off it.

Would be very wary of investing in ASX again.

jams100

Any reason draftkings is gone crazy again?
Not that I'm complaining...making back some of my losses

Lex Luthor

DGLY up 50%+ today on the news of the contract

Basically back to what I paid for them

Was about to buy more yesterday but slipped my mind

Ah well happy enough I’m breaking even at least

Shedite27

jams100 wrote: »

Any reason draftkings is gone crazy again?
Not that I'm complaining...making back some of my losses

Launched a Casino App today

Kilboor

Netflix down 11.5% after hours.

Missed earnings bigly

peterofthebr

Kilboor wrote: »

Netflix down 11.5% after hours.

Missed earnings bigly

eps actual $1.59
eps estimate $1.81

hottipper

fang wheels starting to come off :cool:

declanflynn

Can anyone tell me the easiest and cheapest way to buy shares in a FTSE AIM all share index company?
(a one off purchase)

jams100

Kilboor wrote: »

Netflix down 11.5% after hours.

Missed earnings bigly

I feel that netflix and spotify to a lesser extent were and are overvalued. Unless they branch into a new segment how can they be a significant growth company. Sure have spotify ever even made a profit?
I would personally rather invest in the likes of Shell where your looking at some growth in the next year or two along with a decent dividend even at their reduced rate.

retalivity

I had a limit order on Degiro for a stock on the LSE, it was for 300 stocks at 130p. I just noticed that it filled 4 of them, with 296 outstanding, costing me €4 in fees to get ~€5 in shares - i thought the limit orders had to be completed in full and would not be done partially? Don't remember this happening before...

bcklschaps

retalivity wrote: »

I had a limit order on Degiro for a stock on the LSE, it was for 300 stocks at 130p. I just noticed that it filled 4 of them, with 296 outstanding, costing me €4 in fees to get ~€5 in shares - i thought the limit orders had to be completed in full and would not be done partially? Don't remember this happening before...

This type of thing has happened me several times (I tend to trade in Shares that are not very liquid). If you leave the order in place Degiro will try to fill it eventually ... you will only be charged Degiro commission once. (Think the £4 LSE charge is a once per Order as well)

Shedite27

jams100 wrote: »

I feel that netflix and spotify to a lesser extent were and are overvalued. Unless they branch into a new segment how can they be a significant growth company. Sure have spotify ever even made a profit?
I would personally rather invest in the likes of Shell where your looking at some growth in the next year or two along with a decent dividend even at their reduced rate.

Spotify have changed model in the past 6 months, they're going after Podcasts now rather than music so I can see why their value jumped.

Netflix I agree, they got a huge user bump during lockdown, but what happens now. If they make loads of great content, and those new subscribers watch even more Netflix, they don't make any more money on that. They only make money when a new subscriber signs up. And if you haven't signed up when you were stuck in your house for 3 months, what's going to make you sign up now? They've a great recurring revenue base, but I can't see subscriber numbers even increasing for the rest of the year, let alone increasing at a big rate.

hottipper

Shedite27 wrote: »

Spotify have changed model in the past 6 months, they're going after Podcasts now rather than music so I can see why their value jumped.

Netflix I agree, they got a huge user bump during lockdown, but what happens now. If they make loads of great content, and those new subscribers watch even more Netflix, they don't make any more money on that. They only make money when a new subscriber signs up. And if you haven't signed up when you were stuck in your house for 3 months, what's going to make you sign up now? They've a great recurring revenue base, but I can't see subscriber numbers even increasing for the rest of the year, let alone increasing at a big rate.

If you like podcasts check out iheartMedia $ihrt its a recent enough IPO i'm invested for 1-2 years want to see where it goes maybe spotify will buy them .

jams100

Shedite27 wrote: »

Spotify have changed model in the past 6 months, they're going after Podcasts now rather than music so I can see why their value jumped.

Netflix I agree, they got a huge user bump during lockdown, but what happens now. If they make loads of great content, and those new subscribers watch even more Netflix, they don't make any more money on that. They only make money when a new subscriber signs up. And if you haven't signed up when you were stuck in your house for 3 months, what's going to make you sign up now? They've a great recurring revenue base, but I can't see subscriber numbers even increasing for the rest of the year, let alone increasing at a big rate.

Where do they make their money off these podcasts? They've paid a massive amount of money to get the likes of Joe Rogan I dont see how they can make much profit off this. Maybe they'll break even on these deals. Again I just dont see significant growth with Spotify and netflix.

Shedite27

jams100 wrote: »

Where do they make their money off these podcasts? They've paid a massive amount of money to get the likes of Joe Rogan I dont see how they can make much profit off this. Maybe they'll break even on these deals. Again I just dont see significant growth with Spotify and netflix.

They bought a few companies that record software, so they have income from virtually every podcast created every week, which seems to increase every week.

On the people they've signed up, they're the only place you can listen to Joe Rogan and Michelle Obama podcast now, so they'll get subscribers due to being the only place to listen to them (which have massive followings).

And finally, at the moment, Apple podcasts have ads specific to the podcast, so when I'm listening to Football Weekly, I get ads for English sports stores etc. Spotify want to change that to listener-specific, whereby the ads are tailored to the listener so I get ads for Irish sports stores. That's a big leap. Advertising in Podcasts is going to be a big thing IMO. People record and fast forward TV ads, have them on in the background, billboards are passive. People listening to podcasts tend to be actively listening, and it's trickier to fast forward. I reckon it'll be a big growth area for them

Kamu

Wheels coming off some EV with he likes of Nio, hope people cashed in.

Lex Luthor

Kamu wrote: »

Wheels coming off some EV with he likes of Nio, hope people cashed in.

its at times like this when you feel it in the pit of your stomach that you should have cashed in & you didnt, that its now time to scoop them up on the cheap

Kilboor

Kamu wrote: »

Wheels coming off some EV with he likes of Nio, hope people cashed in.

Anybody who doesn't cash in on Chinese stocks when they spike is asking for trouble.

Taylor365

Kilboor wrote: »

Anybody who doesn't cash in on Chinese meme stocks when they spike is asking for trouble.

Muuuch better.

Bob Harris

Lex Luthor wrote: »

its at times like this when you feel it in the pit of your stomach that you should have cashed in & you didnt, that its now time to scoop them up on the cheap

It's hard to know if NIO are cheap though, they were at 1.50 less than a year ago. I caught that falling knife once, I'm reluctant to do so again and won't be rushing into NIO again just yet.

hottipper

Bob Harris wrote: »

It's hard to know if NIO are cheap though, they were at 1.50 less than a year ago. I caught that falling knife once, I'm reluctant to do so again and won't be rushing into NIO again just yet.

Nkla down 17% (After hours) let the whole sector breath for a while, telsa got earnings next wednesday. 50/50 could go anyway


ah its not that just seen this
Nikola Corporation files prospectus for issuance of up to 23,890,000 shares of common stock issuable upon exercise of warrants and for the offering and sale of up to 53,390,000 shares of common stock by selling securityholders

AmberGold

hottipper wrote: »

Nkla down 17% (After hours) let the whole sector breath for a while, telsa got earnings next wednesday. 50/50 could go anyway


ah its not that just seen this
Nikola Corporation files prospectus for issuance of up to 23,890,000 shares of common stock issuable upon exercise of warrants and for the offering and sale of up to 53,390,000 shares of common stock by selling securityholders

Without a fudge can’t see Tesla’s results being great, all these price cuts were for a reason.

dinneenp

Thoughts on Pton (peloton crowd) please? Many analysts have them as a buy, they're the leader in their market.
Cheers,
Pa

hottipper

dinneenp wrote: »

Thoughts on Pton (peloton crowd) please? Many analysts have them as a buy, they're the leader in their market.
Cheers,
Pa

They have a good marketing department.
Comcast/cnbc are shareholders so don't mind what they say.
I guess with gyms being out of action they got an increase but it had a good run already. Possible scalp trades set ups this week (along with alot of tech stocks)
but for longer term investments id rather see it come back to the 37$ - 47$ area. thats my 2 cents

Shedite27

Yeah I own PTON since about $25 and as hottipper said, it's run a long way very quickly. I took a free trial of their non-bike option during lockdown and I'm not convinced that it has much of a future, was pretty rubbish. So they're relying on bikes for now. The product is very slick, and I see they're expanding into a cheaper model now which is great.

My big question about it now is who the future customers are. I like spinning, do it semi-regularly, but prefer to get out of my house and going to the gym. With lockdown that wasn't possible, but my house is too small to put an exercise bike in. So eventually they're going to run out of customers.

The recurring model from existing customers is great, but there's definitely going to be a slowdown in the customer growth.

For share price, wouldn't be surprised if it's double in 3 years time, but feel it could also be flat for the next 6/9 months.

littlemac1980

Anyone with any thoughts on EPD as an investment?