Share Picks 2021 - Thread banned users post #1

SmokyMo

RedRochey wrote: »

Stolen from the gaming thread, sums it up

https://twitter.com/jasonschreier/status/1353772979214278657?s=19

I dont get this, what is trying to say?

Bob Harris

SmokyMo wrote: »

I dont get this, what is trying to say?

Gamestop buy your second hand games off you but for a lot less than they cost you new. Anyone today who bought shares at the top can sell them for a fraction of that now they've fallen.

SmokyMo

Anyone any idea what was the deal with flash sell across all sectors? Algos tripping over?

SmokyMo

Bob Harris wrote: »

Gamestop buy your second hand games off you but for a lot less than they cost you new. Anyone today who bought shares at the top can sell them for a fraction of that now they've fallen.

ooohhh haha I am slow today.

Pelezico

GME looked like an infinity squeeze at one point today. I thought it might arc up to $200.

That is one hell of a transfer of wealth from those on the wrong side to those on the right side of that trade.

Of course, it is a dog but that makes little difference.

cal naughton

Gevo over 14 at time of posting. Still lots to run with this.

dan786

The last hour should be interesting. Either will go up with investors buying back what they sold at peak today for a lot less or will crash with everyone looking to cash out before marked closes.

Mad_maxx

dan786 wrote: »

The last hour should be interesting. Either will go up with investors buying back what they sold at peak today for a lot less or will crash with everyone looking to cash out before marked closes.

dont think so , its not a " pump n dump " , its been long and strong for nearly a week now so should have some legs for another while

DulchieLaois

cal naughton wrote: »

Gevo over 14 at time of posting. Still lots to run with this.

How far can this go ?

Looking at this stock, and tis mental, yo yo effect.

1wizards sleeve

DulchieLaois wrote: »

How far can this go ?

Looking at this stock, and tis mental, yo yo effect.

$100 in 3 years

jimmythehat16

Agree 100% in CEO. I invested despite of the CEO! My view is that with a varied pipeline that size, they have so many major shots on goal, one or two might stick! The BO offers were very cloak and dagger alright.....but I thought his behavior was almost so blatant that they had to have genuine offers otherwise he would be leaving himself open to massive legal repercussions.

dontparkhere

cc87 wrote: »

BFT with a nice after market rise last night on the back of a Jim Cramer plug.

GHIV/UWMC is looking tempting at $11.30.

Second highest mortgage provider in the US with Rocket being no.1 trading at just under $20

CEO has supposedly said $0.40 dividend and looking to increase

I own some rkt, only noticed UWMC today when I was trying to figure out on twitter what caused the rkt 15% pop.
I see more growth potential in rkt with the direct to consumer approach but a decent proportion of their success is in refi which will come to an end naturally or with increased rates.
The fact there's two of them after going public makes me cynical that they're just cyclicals trying to cash in at the peak now though.

jimmythehat16

jefferson73 wrote: »

Thanks, some good detail there; i've a small position with BCLI and a larger one with ALLO (Allogene).

BCLI could have a market cap like ALLO if they succeed in ALS or MS trial, sky is the limit if both.

CAR T looks to have huge potential, I hope companies like ALLO are successful.

uljha.insaan

Hi,

Have been reading for a while and some of the posts here are very insightful.
First time poster and looking for suggestions to start investing. For now, I have 2700 Euros to start with and I don't need this money for foreseeable future. Moreover, will also try to add 200-250 Euros per month. I am not looking for day or frequent trading and only going for long term investments, even if growth is low (will be more than happy with returns of 9--10 percent). I was looking to split investment into following 3 categories:

-> Vanguard S&P 500 or Gold (1/3)
-> Microsoft or Apple (1/3)

And rest of 1/3 in some high risk and high gain equity. Will look a bit into SRNE or BCLI (pharmaceutical stocks someone mentioned on this forum a while ago)

Any suggestions if this looks like a reasonable start or should make changes? There is so much information out there that its a bit overwhelming.
Appreciate all the help,
Thanks,

jams100

uljha.insaan wrote: »

Hi,

Have been reading for a while and some of the posts here are very insightful.
First time poster and looking for suggestions to start investing. For now, I have 2700 Euros to start with and I don't need this money for foreseeable future. Moreover, will also try to add 200-250 Euros per month. I am not looking for day or frequent trading and only going for long term investments, even if growth is low (will be more than happy with returns of 9--10 percent). I was looking to split investment into following 3 categories:

-> Vanguard S&P 500 or Gold (1/3)
-> Microsoft or Apple (1/3)

And rest of 1/3 in some high risk and high gain equity. Will look a bit into SRNE or BCLI (pharmaceutical stocks someone mentioned on this forum a while ago)

Any suggestions if this looks like a reasonable start or should make changes? There is so much information out there that its a bit overwhelming.
Appreciate all the help,
Thanks,

Look back at posts from 5-7 days ago a few people put some long term picks in around those dates.

My Longterm picks in order are:

1. LiveNation (Duopoly)
2. SAP (Transition to cloud - relatively new/young CEO, company will also generally benefit when covid abates...concur their travel expenses tool has crumbled since covid, that should recover somewhat. 95 of the top 100 fortune companies use SAP so they are another relatively recession proof company)
3. Diageo (Recession proof/consumer staples)
4 Nvidia (Chips are just in everything these days/data centres booming/online gaming also booming)
5. Wells Fargo (As American/global economy recovers Wells will recover in line, also a new-ish CEO, maybe a good turnaround story).

And then with a pullback I'd go with Alphabet/Amazon
I want to get into PayPal longterm but I'm holding out for a pullback as I'm already well diversified.

Goodluck!

uljha.insaan

jams100 wrote: »

Look back at posts from 5-7 days ago a few people put some long term picks in around those dates.

My Longterm picks in order are:

1. LiveNation (Duopoly)
2. SAP (Transition to cloud - relatively new/young CEO, company will also generally benefit when covid abates...concur their travel expenses tool has crumbled since covid, that should recover somewhat. 95 of the top 100 fortune companies use SAP so they are another relatively recession proof company)
3. Diageo (Recession proof/consumer staples)
4 Nvidia (Chips are just in everything these days/data centres booming/online gaming also booming)
5. Wells Fargo (As American/global economy recovers Wells will recover in line, also a new-ish CEO, maybe a good turnaround story).

And then with a pullback I'd go with Alphabet/Amazon
I want to get into PayPal longterm but I'm holding out for a pullback as I'm already well diversified.

Goodluck!

Thanks, This is helpful. I will go through previous posts again.

patsy_mccabe

Underground wrote: »

Interesting. I own 3 on there. Companies in the process of massive growth are always going to have ratios that look a bit mad, so I'm not too offput by this, but definitely interesting reading.

Also, no Tesla on the list, surprising.

Ya, I was looking for Tesla too. I see it went over $900 today.

Bob Harris

uljha.insaan wrote: »

Hi,

Have been reading for a while and some of the posts here are very insightful.
First time poster and looking for suggestions to start investing. For now, I have 2700 Euros to start with and I don't need this money for foreseeable future. Moreover, will also try to add 200-250 Euros per month. I am not looking for day or frequent trading and only going for long term investments, even if growth is low (will be more than happy with returns of 9--10 percent). I was looking to split investment into following 3 categories:

-> Vanguard S&P 500 or Gold (1/3)
-> Microsoft or Apple (1/3)

And rest of 1/3 in some high risk and high gain equity. Will look a bit into SRNE or BCLI (pharmaceutical stocks someone mentioned on this forum a while ago)

Any suggestions if this looks like a reasonable start or should make changes? There is so much information out there that its a bit overwhelming.
Appreciate all the help,
Thanks,

Buying speculative pharma stocks mentioned on a forum is not the way to go.
They could have massive upside...but very few actually acheive it.
In pharma look at J&J, Bristol Myers not xyz therapeutics with a great pipeline and multiple shots on goal but that in all likelihood will just disappoint as they go from trial to trial using the occasional pops on good news to issue more shares so they have more cash to burn on more trials that flatter to decieve while insiders get rich but nobody gets cured.

In EV Volkswagen looks good value. Avoid every type of bandwagon EV start up that might be 5x in a month and non existent in a few years. Related to this, Alcoa, aluminium will be in big demand also.

The cloud space is another that will only grow, CrowdStrike should perform very well.

There are plenty of big established businesses with excellent growth prospects without resorting to unproven companies with huge values and low revenues let alone profits.

cc87

dontparkhere wrote: »

I own some rkt, only noticed UWMC today when I was trying to figure out on twitter what caused the rkt 15% pop.
I see more growth potential in rkt with the direct to consumer approach but a decent proportion of their success is in refi which will come to an end naturally or with increased rates.
The fact there's two of them after going public makes me cynical that they're just cyclicals trying to cash in at the peak now though.

Interesting article on UWMC here. https://www.forbes.com/sites/antoinegara/2021/01/23/how-mat-ishbia-cashed-in-on-the-biggest-spac-ever-from-benchwarmer-to-13-billion/?sh=2acb5e327a33

I'm pretty sure I read 80% of shares are owned by either the two brothers that manage it or staff. As much as they are looking to make cash quickly, they did it by giving away as little as they could get away with.

I feel like their share price will come good over the next few months and end up a long term hold eventually for me.

outonawing

cc87 wrote: »

Interesting article on UWMC here. https://www.forbes.com/sites/antoinegara/2021/01/23/how-mat-ishbia-cashed-in-on-the-biggest-spac-ever-from-benchwarmer-to-13-billion/?sh=2acb5e327a33

I'm pretty sure I read 80% of shares are owned by either the two brothers that manage it or staff. As much as they are looking to make cash quickly, they did it by giving away as little as they could get away with.

I feel like their share price will come good over the next few months and end up a long term hold eventually for me.

Hope you're right, I'm nursing a 14% loss on this one.

jimmythehat16

uljha.insaan wrote: »

Hi,

Have been reading for a while and some of the posts here are very insightful.
First time poster and looking for suggestions to start investing. For now, I have 2700 Euros to start with and I don't need this money for foreseeable future. Moreover, will also try to add 200-250 Euros per month. I am not looking for day or frequent trading and only going for long term investments, even if growth is low (will be more than happy with returns of 9--10 percent). I was looking to split investment into following 3 categories:

-> Vanguard S&P 500 or Gold (1/3)
-> Microsoft or Apple (1/3)

And rest of 1/3 in some high risk and high gain equity. Will look a bit into SRNE or BCLI (pharmaceutical stocks someone mentioned on this forum a while ago)

Any suggestions if this looks like a reasonable start or should make changes? There is so much information out there that its a bit overwhelming.
Appreciate all the help,
Thanks,

Good idea to diversify. The small pharma stocks always have the potential to implode (BCLI dropped from not far off 20 to 4 when trial results didn’t meet endpoint). Obviously these stocks can go the other direction fast too if you pick a winner.

If you are new to investing and want to invest in individual Pharma companies, it might be worth looking at ARK Genomic Revolution ETF’s holdings for ideas - they can be downloaded in PDF from their website. The performance has been very good over the years.

cc87

outonawing wrote: »

Hope you're right, I'm nursing a 14% loss on this one.

Down 6% myself too.


PLTR demo day today, be interesting what it does to the price. Think it doesn't start until after the market closes though.

jimmythehat16

Bob Harris wrote: »

Buying speculative pharma stocks mentioned on a forum is not the way to go.
They could have massive upside...but very few actually acheive it.
In pharma look at J&J, Bristol Myers not xyz therapeutics with a great pipeline and multiple shots on goal but that in all likelihood will just disappoint as they go from trial to trial using the occasional pops on good news to issue more shares so they have more cash to burn on more trials that flatter to decieve while insiders get rich but nobody gets cured.

In EV Volkswagen looks good value. Avoid every type of bandwagon EV start up that might be 5x in a month and non existent in a few years. Related to this, Alcoa, aluminium will be in big demand also.

The cloud space is another that will only grow, CrowdStrike should perform very well.

There are plenty of big established businesses with excellent growth prospects without resorting to unproven companies with huge values and low revenues let alone profits.

Xyz therapeutics sounds a lot like a certain SRNE! I bought the shares years ago and have lost count of how many times I have been diluted. I still hope a blockbuster comes out of that pipeline but I would fear for anyone that put all their eggs in that particular basket

Pelezico

Guys...anyone interested in fresnillo, the silver mining co?

neris

Looking at some of the cnbc clips on youtube from yesterday the "analysts" on there were really getting themselves in a tizzy over gamestop and how could this happen. These are the same analysts who pump whats in their portfolio when its on the way up. Anyone remember Luckin coffee??

roosterman71

neris wrote: »

Anyone remember Luckin coffee??

Damn you to hell for reminding me about that

Shedite27

neris wrote: »

Looking at some of the cnbc clips on youtube from yesterday the "analysts" on there were really getting themselves in a tizzy over gamestop and how could this happen. These are the same analysts who pump whats in their portfolio when its on the way up. Anyone remember Luckin coffee??

With every analyst and talking head you have to think what's in it for them.

Most of the analysts in Morgan Stanley etc that downgrade or upgrade a stock either owns or is short it.

Even the ones that say they have no conflict, likely own other stocks, someone criticising Bitcoin likely doesn't own any, so the money going into Bitcoin is not going into the stocks that they own etc.

Shedite27

FWIW, I found the conversation interesting yesterday, I've never seen this type of short squeeze before so it was good to learn how and why it happens with a real example before our eyes. Every day's a school day.

VW 1

FWIW, the wsb bulls feel this still has a lot to run given the size of the short positions and the lack of shares available to trade. Will be interesting to see it play out, but I don't think I'll be getting involved in trying to make a few quid off it, far too volatile for my liking.

Bob Harris

Pelezico wrote: »

Guys...anyone interested in fresnillo, the silver mining co?

Are you selling up?

Akesh

neris wrote: »

Looking at some of the cnbc clips on youtube from yesterday the "analysts" on there were really getting themselves in a tizzy over gamestop and how could this happen. These are the same analysts who pump whats in their portfolio when its on the way up. Anyone remember Luckin coffee??

They aren't happy because they can't control what is going on. The same people complaining about manipulation use manipulation for their own gains.

The hypocrisy from these people is unbelievable.

Shedite27

VW 1 wrote: »

FWIW, the wsb bulls feel this still has a lot to run given the size of the short positions and the lack of shares available to trade. Will be interesting to see it play out, but I don't think I'll be getting involved in trying to make a few quid off it, far too volatile for my liking.

The largest Short position in Gamestop got a bailout yesterday, so they no longer are exposed. It's now basically momentum driving it

https://www.ft.com/content/1791269f-fe8c-47e3-b933-62125ee83242

outonawing

Shedite27 wrote: »

The largest Short position in Gamestop got a bailout yesterday, so they no longer are exposed. It's now basically momentum driving it

https://www.ft.com/content/1791269f-fe8c-47e3-b933-62125ee83242

Is Chamath joining the short squeeze?

https://twitter.com/chamath/status/1353936030202646529?s=19

DUTCH!!! Did you hold Edesa. Up nearly 100% in pre hours. FDA approval for a sub study for rescue remedy for COVID19

https://newsfilter.io/a/e34761b85c65cc17f8e5f12cb53e94d1

Treppen

Deleted User wrote: »

DUTCH!!! Did you hold Edesa. Up nearly 100% in pre hours. FDA approval for a sub study for rescue remedy for COVID19

https://newsfilter.io/a/e34761b85c65cc17f8e5f12cb53e94d1

Cheers for the heads up, ya I got in. Where are you seeing the premarket, google and Degiro ain't telling me nothin. It just goes to show be vary careful making a decision based on looking at degiro, I got caught a few times with their delay.

Treppen

Treppen wrote: »

Cheers for the heads up, ya I got in. Where are you seeing the premarket, google and Degiro ain't telling me nothin. It just goes to show be vary careful making a decision based on looking at degiro, I got caught a few times with their delay.

https://www.marketwatch.com/investing/stock/edsa

I've a bazillion shares in this averaging $6.5

Treppen

Dont be so quick to sell your pharma shares folks, looks like they'll be saving the planet quite a while... literally...not metaphorically... "forever".

https://finance.yahoo.com/news/coronavirus-is-going-to-stay-with-us-forever-moderna-ceo-224622557.html

Edit: But I'll take my profit in Edesa if it's going lol!

the butcher

I've a watchlist on https://stocktwits.com/symbol/EDSA

Treppen

Deleted User wrote: »

https://www.marketwatch.com/investing/stock/edsa

I've a bazillion shares in this averaging $6.5

Hmmm, I always find this the tricky bit. Sell at opening or wait around for an hour or two?

I'm in at $5.50

EDESA's EB05 drug is a therapy for ill patients with COVID. It has proven it helps with ARDS, early trials for Covid19 good. At stage 2/3 for Covid19. Trials going on in Candada, US and Colombia.

10.2m shares. Wont get much smaller floats than that with such an important prospect.

the butcher

Deleted User wrote: »

DUTCH!!! Did you hold Edesa. Up nearly 100% in pre hours. FDA approval for a sub study for rescue remedy for COVID19

https://newsfilter.io/a/e34761b85c65cc17f8e5f12cb53e94d1

Very good if you believe the likes of the Moderna CEO who says covid will be around "forever".

AmberGold

I was going to sell my Edesa last night to pick up PSTH on the dip. Thank God, sitting on 1000 shares since it was mooted here.

Nemeses2050

Watch for American EV's busting today...apparently Biden wants to replace all fossil fuel vehicles.

Treppen

Did someone mention Revive Therapeutics (RVVTF) a while back , seems like they're being put into an ETF psychedelics portfolio and awaiting a phase 3 Trial on Covid! Total penny stock gamble...

I can only see it on FRA on Degiro though

DutchYurt

Deleted User wrote: »

DUTCH!!! Did you hold Edesa. Up nearly 100% in pre hours. FDA approval for a sub study for rescue remedy for COVID19

https://newsfilter.io/a/e34761b85c65cc17f8e5f12cb53e94d1

ITS GLORIOUS!

I think I nearly wet myself you beautiful bastard thank you for bringing this to my attention and the original tip!

Whats the play here, hold or get out. OH GOD.. so many options

Treppen

DutchYurt wrote: »

ITS GLORIOUS!

I think I nearly wet myself you beautiful bastard thank you for bringing this to my attention and the original tip!

Whats the play here, hold or get out. OH GOD.. so many options

or buy more :pac::pac::pac:

DutchYurt

DutchYurt wrote: »

ITS GLORIOUS!

I think I nearly wet myself you beautiful bastard thank you for bringing this to my attention and the original tip!

Whats the play here, hold or get out. OH GOD.. so many options

Need it to stay high for the 14:30 open. Lots of early players taking profits already without regard to the fundamentals of the share. Will review within minutes of the opening.

Hope all the sleepless nights/bag holding will be worth it.

DutchYurt

Treppen wrote: »

or buy more :pac::pac::pac:

I averaged down from 8.8 to 5! I'm not sure if emotionally I can buy more :pac:

DutchYurt

Deleted User wrote: »

Need it to stay high for the 14:30 open. Lots of early players taking profits already without regard to the fundamentals of the share. Will review within minutes of the opening.

Hope all the sleepless nights/bag holding will be worth it.

I might hold until after the conference.. Offh I dunno..

all the bais

BYND 40% up premarket. Joint venture with Pepsi