Share Picks 2020

One More Toy

Bob24 wrote: »

Because there are a lot more transactions for it which allow to derive a market price: https://live.euronext.com/en/product/equities/IE00BGHQ1986-XMSM

According to Euronext Dublin, 417 transactions for Hibernian Reit today vs 0 for Donegal investment. If people aren’t transacting, no market price can be derived.

Gotcha yeah but I'm just wondering why degiro can't display a live price for donegal (currently end of day) while it can for hibernia; when they are on the same exchange

Atlas_IRL

Bob Harris wrote: »

Whst are people's expectations on FMCI, supposedly going to announce the merger this month.Personally hoping it gets to 40/50$, ambitious maybe but for a SPAC 100% upside from current levels might well be doable.

Iv'e 50 shares and its going well, like nikola when it launches ill take my initial investment out and let it freeroll.

3/4's of my portfolios are spac's i get a lot of info from twitter. Just put the ticker with the $ sign in front of it it search. $fmci

https://twitter.com/search?q=%24fmci&src=typed_query

Atlas_IRL

Atlas_IRL wrote: »

Does anyone know any site that has options, small cap stocks & warrants?

I want to trade spac warrants but Degiro doesnt have them, tried webull and tdameritrade but couldnt open an account.

I googled webull europe and a couple of reddit threads said it wasnt available. i created a tdameritrade account and it then said its not available to me.

awhir

hottipper wrote: »

Looks like $FMCI is merging with Tattooed Chef (https://tattooedchef.com)
Could be a good one - might take it as a trade
Theres another one also - BurgerFi merging with Opes Acquisition $OPES (https://www.burgerfi.com/)
Could be good also
both seem to be taking off now - bit extended already but you never know in this market

Im thinking of investing in this one - hello fresh (german company- growing all over) $HFG
https://www.hellofreshgroup.com/en/about-us
https://ir.hellofreshgroup.com/download/companies/hellofresh/Quarterly%20Reports/DE000A161408-Q2-2020-EQ-E-00.pdf
Good results - could be covid bounce
its like a netflix for food - dinner in a box subscription service

Hellofresh SE seems to be taking a bit of hammering today

hottipper

awhir wrote: »

Hellofresh SE seems to be taking a bit of hammering today

-4% nothing scary. It might pop down to tap the 200 day (red line another 18% discount). Ill let you know when i enter if you like.
https://ibb.co/xF0ZL4f

awhir

hottipper wrote: »

-4% nothing scary. It might pop down to tap the 200 day (red line another 18% discount). Ill let you know when i enter if you like.
https://ibb.co/xF0ZL4f

Yeah that would be great!

Shedite27

Bob Harris wrote: »

Whst are people's expectations on FMCI, supposedly going to announce the merger this month.Personally hoping it gets to 40/50$, ambitious maybe but for a SPAC 100% upside from current levels might well be doable.

I'm in this since $12 also. It's a tough one to value. Comparing it to the other publicly listed plant-based food company:
Beyond Meat - Q2 Revenue $113M - Market Cap - 8.6bn
Tattoo Chef - Q2 Revenue $32M - Market Cap - .65bn

So taking it that BYND is about 3.5x the Revenue, going on the same valuation, Tattoo Chef is currently 4 times undervalued compared to Beyond Meat (should be a market Cap of about $2.4bn).

Clearly that's a very rough figure, and is based off a probably overvalued Beyond Meat. Still, no reason to think this won't get to $50 by Christmas

Kilboor

Down 5% over the last month. Still holding a bit of cash on the sidelines waiting for some entries

AmberGold

Shedite27 wrote: »

I'm in this since $12 also. It's a tough one to value. Comparing it to the other publicly listed plant-based food company:
Beyond Meat - Q2 Revenue $113M - Market Cap - 8.6bn
Tattoo Chef - Q2 Revenue $32M - Market Cap - .65bn

So taking it that BYND is about 3.5x the Revenue, going on the same valuation, Tattoo Chef is currently 4 times undervalued compared to Beyond Meat (should be a market Cap of about $2.4bn).

Clearly that's a very rough figure, and is based off a probably overvalued Beyond Meat. Still, no reason to think this won't get to $50 by Christmas

Took your advice on this last time and now evident I didn't buy enough. Kicking myself as sitting on losses in some oil stocks I thought I was getting in on at the bottom.

dinneenp

Hi,
Sold all my Tesla shares during the big drop last week. Thinking of buying back now. I know impossible to cal but do people think they'll drop further, seem stable atm

danoriordan1402

TSLA is a basket case for me at the moment, too volatile - took a small position yesterday @$350 and got out at 361.20, but that could have gone either way in 20mins. I will be avoiding it for a while personally

Underground

It's priced at 950x earnings, would avoid altogether.

One More Toy

Underground wrote: »

It's priced at 950x earnings, would avoid altogether.

Yes agree, it's a meme stock with its price fuelled by robinhood traders with no sports to bet on

dinneenp

dinneenp wrote: »

Hi,
Sold all my Tesla shares during the big drop last week. Thinking of buying back now. I know impossible to cal but do people think they'll drop further, seem stable atm

Can I ask what's the logic for buying it? If there's none then investors are somewhat in a pyramid scheme. Bit harsh maybe... Another question, what would happen to the stock if Musk dropped down from a heart attack.



My guess...


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I see Atari(R) released a new game. More out of curiosity than anything (haven't seen the company referenced in a long time) I looked up the company. I noticed Degiro shows the order book for this stock (EPA exchange).

I think this is also called level two - but it's not showing up for the Nasdaq on Degiro. I pay the €5 each month for live feed, but is there a way to get the order book detail?

Atlas_IRL

Nikola getting slated on twitter- https://hindenburgresearch.com/nikola/

Hindenburgh are crooks but they could wreck nikola short term

Shedite27

Atlas_IRL wrote: »

Nikola getting slated on twitter- https://hindenburgresearch.com/nikola/

Hindenburgh are crooks but they could wreck nikola short term

Just had a read through the thread. They wouldn't be the first of my stocks that have been busted by Hindenburgh, but surely GM and other partners have seen more in real life, than Hindenburgh have seen in screenshots from YouTube.

Bob Harris

Atlas_IRL wrote: »

Nikola getting slated on twitter- https://hindenburgresearch.com/nikola/

Hindenburgh are crooks but they could wreck nikola short term

The more I read about NKLA the more suspicious I became of their claims despite doing very nicely on the trade. You'd think that if GM are getting involved they must do some fairly solid due diligence.

While Hindenburg are probably right on some points I'd say some of their claims are exaggerated though that's not to say they can't have a serious effect on a stock. I remember they did a hatchet job on Aphria about 2 years ago and it still hasn't recovered.

dinneenp

Deleted User wrote: »

Can I ask what's the logic for buying it? If there's none then investors are somewhat in a pyramid scheme. Bit harsh maybe... Another question, what would happen to the stock if Musk dropped down from a heart attack.



My guess...


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A few reasons-
- the cult of Elon is one... He's obsessive, driven, a workaholic.
- the Apple-fanboy factor- Telsa are like Apple at their peak. People love Tesla, the man on the street knows Tesla (call it the pyramid scheme if you want)
- Great value car & they have a lead on others. Their man challenge is ramping up production, if they can do this I think they'll fly (again).
- China is a massive market and the Chinese with money love Western goods & to be seen with a Tesla is a status symbol
- Berlin factory in production
- Battery day

dinneenp

dinneenp wrote: »

A few reasons-
- the cult of Elon is one... He's obsessive, driven, a workaholic.
- the Apple-fanboy factor- Telsa are like Apple at their peak. People love Tesla, the man on the street knows Tesla (call it the pyramid scheme if you want)
- Great value car & they have a lead on others. Their man challenge is ramping up production, if they can do this I think they'll fly (again).
- China is a massive market and the Chinese with money love Western goods & to be seen with a Tesla is a status symbol
- Berlin factory in production
- Battery day

Thanks. I don't buy into that being enough to justify the price though.

HelloYoungBoy

Does anyone invest in dividend growth stocks? The majority here seem to invest in pure growth stocks like myself but I would like to start diversifying my portfolio a bit

whatever76

HelloYoungBoy wrote: »

Does anyone invest in dividend growth stocks? The majority here seem to invest in pure growth stocks like myself but I would like to start diversifying my portfolio a bit

think somebody mentioned before with regards dividends that you need to remember in Ireland they are subject to tax as need to be declared as income and if you are in high tax bracket its a fair chunk out of your profit so not really worth it - stand corrected though !

whatever76

whatever76 wrote: »

think somebody mentioned before with regards dividends that you need to remember in Ireland they are subject to tax as need to be declared as income and if you are in high tax bracket its a fair chunk out of your profit so not really worth it - stand corrected though !

Would suit those retired and little to no other income.

antimatterx

whatever76 wrote: »

think somebody mentioned before with regards dividends that you need to remember in Ireland they are subject to tax as need to be declared as income and if you are in high tax bracket its a fair chunk out of your profit so not really worth it - stand corrected though !

You only pay tax if you make money. You the % difference between paying income tax vs capital gains is so low, I think people are mad to not invest in dividend stocks because of tax.

One More Toy

whatever76 wrote: »

think somebody mentioned before with regards dividends that you need to remember in Ireland they are subject to tax as need to be declared as income and if you are in high tax bracket its a fair chunk out of your profit so not really worth it - stand corrected though !

Yes it really depends on your tax bracket, 40% of your income isn't attractive compared to 33% cgt (not to mention the annual allowance)

One More Toy

antimatterx wrote: »

You only pay tax if you make money. You the % difference between paying income tax vs capital gains is so low, I think people are mad to not invest in dividend stocks because of tax.

Not entirely correct, you get a circa 1,200 tax free allowance for cgt

One More Toy

Loving DKNG right now, up 7%

Take Your Pants Off

manonboard wrote: »

AMC Entertainment Holdings Inc
NYSE: AMC are a company i entered today for a long view.

A very profitable entertainment company with cinema/theaters etc.

I feel we know enough about covid now to see the end of it around the corner of next year for rich western countries.
The stock price took a hammering as expected..and is only now starting to recover.

Their cash took a huge hit of course, but they've been getting enough investment to continue expansion!

Thinking of entering today, as the price looks attractive, or maybe wait for Q3 results and enter after that?

Sorolla

HelloYoungBoy wrote: »

Does anyone invest in dividend growth stocks? The majority here seem to invest in pure growth stocks like myself but I would like to start diversifying my portfolio a bit

Start of with something basic:

Johnson & Johnson
Nestle
Reckitt Benckiser
Unilever

ExMachina1000

Sorolla wrote: »

Start of with something basic:

Johnson & Johnson
Nestle
Reckitt Benckiser
Unilever

Are J and J not still in ongoing hot water over their baby powder?

crushproof

Bob Harris wrote: »

Whst are people's expectations on FMCI, supposedly going to announce the merger this month.Personally hoping it gets to 40/50$, ambitious maybe but for a SPAC 100% upside from current levels might well be doable.

Dam I kept my eye on this earlier on in the year but lost track. Superb rise since then and looks to be a winner

Bob Harris

crushproof wrote: »

Dam I kept my eye on this earlier on in the year but lost track. Superb rise since then and looks to be a winner

I hope you're right, have quite a few of these while they might not be as red hot as EV SPACs they have a real product and real sales in a growing market segment where they are growing their reach and are very undervalued by comparison to their peer, who it has to be said are very overvalued.

Shedite27

Bob Harris wrote: »

I hope you're right, have quite a few of these while they might not be as red hot as EV SPACs they have a real product and real sales in a growing market segment where they are growing their reach and are very undervalued by comparison to their peer, who it has to be said are very overvalued.

The next 2 SPACs I'm in "blind" are IPOB and IPOC. No idea who the companies will end up being, but it's run by Chamath Palihapitiya, who is someone I always enjoy listening to and more importantly, is well connected. Basically I'm trusting that he will use my money wisely and find a good target company.

Ush1

Big slump in Exon Mobil. I got it at it's previous low but it's 10% down from that. Tempted to dip in again but might be a falling knife at this stage.

One More Toy

Anyone have any thoughts on Workday?

Shedite27

Peloton up 10% in pre-trading. I'm not far off being able to swap my Peloton Shares for a Peloton bike

One More Toy

Shedite27 wrote: »

Peloton up 10% in pre-trading. I'm not far off being able to swap my Peloton Shares for a Peloton bike

How much are they anyway? Do they ship to Ireland? Don't know of anyone with one

Shedite27

One More Toy wrote: »

How much are they anyway? Do they ship to Ireland? Don't know of anyone with one

Nah, only UK at the moment. They reduced the price to just £1750 this week

One More Toy

Shedite27 wrote: »

Nah, only UK at the moment. They reduced the price to just £1750 this week

Bloody hell. That surely can't be sustainable, and a subscription fee on top of that?

ExMachina1000

ExMachina1000 wrote: »

Are J and J not still in ongoing hot water over their baby powder?

I'm sure the share price factors that in

AmberGold

One More Toy wrote: »

Anyone have any thoughts on Workday?

Great company, missed the boat in the recent run up.

Mad_maxx

been in and out of Tesla this past week, never owned before

bought @$356 mid week - sold $ 391 following day

bought again yesterday for $ 362

ebayissues

IAG down 30%...any idea why?

ebayissues

ebayissues wrote: »

IAG down 30%...any idea why?

Wow, delayed reaction over 3:2 stock offering?

Galego

ebayissues wrote: »

IAG down 30%...any idea why?

It is a contra split.

ebayissues

Ah cool, cheers gents

Galego

Galego wrote: »

It is a contra split.

That was on the 7th though

I think IAG is oversold, will transfer funds and hope it stays down for another few hours.

in2dark

On their website they show current price 138.7 GBp and they say this is +7.78%

So i dont know the specifics of the rights issue but it looks like we will get some rights with a kind of value....

Hope this is the case as I hold a few

Jose Maria

British Airways' parent IAG said it would raise €2.74bn (£2.5bn) in a rights issue to strengthen its finances as the airline group cut its estimates for capacity in 2020.
The company will issue 2.98bn new shares at a price of €0.92 per share - a 35.9% discount to the theoretical ex-rights price based on the closing price on 9 September.
The capital increase was approved at the company's annual meeting on 8 September and has been expected for some time. IAG, which also owns Iberia and Aer Lingus, said its biggest shareholder, Qatar Airways, had agreed to take up its 25.1% allocation of shares.
For each existing IAG share the holder is entitled to one subscription right and two subscription rights are required to subscribe for three new shares. The rights issue is fully underwritten by Goldman Sachs and Morgan Stanley.
IAG said it needed the money to shore up its balance sheet to withstand a potential prolonged downturn for the airline sector. The industry has been battered by government shutdowns and IAG said it did not think demand would recover until 2023 at the earliest.