Share Picks 2021 - Thread banned users post #1

crushproof

kruzthomas wrote: »

Buy oil and plenty of it, I loaded up big time in the crash of March 2020, still have it, made a fortune. Easy money

But late now, no?

SmokyMo

crushproof wrote: »

But late now, no?

Depends on time range you wanna to put in. I hoped off oil a little bit too early, last month. Its after peaking this weak! Probably will go further depending on how fast the world opens vs production.
Raging I missed lumber rally. I remember watching DiY videos on youtube back at the start of last summer, everyone was on about how high lumber was and how hard it was to get in States.. but it never clicked in my head..
The only commodity ish trades I am currently in is via resource discovery company BZT and DNOW who provides oilfield equipment.

Supercell

Anyone ever looked at LON:IPX (its on Degiro) - Impax Asset Management, its an investment firm which specialises in environmental/sustainable companies.
Its returns have been pretty stellar in the last few years, trading volume isnt massive at around 160k per day but its a pretty large company with a market cap of 133 billion.
Morningstar says its fairly valued at the moment:



Interested if anyone has looked at this before/has any comments on it, I'm quite keen to have something environentally friendly in my portfolio that brings home the bacon at the same time!

jams100

Supercell wrote: »

Anyone ever looked at LON:IPX (its on Degiro) - Impax Asset Management, its an investment firm which specialises in environmental/sustainable companies.
Its returns have been pretty stellar in the last few years, trading volume isnt massive at around 160k per day but its a pretty large company with a market cap of 133 billion.
Morningstar says its fairly valued at the moment:



Interested if anyone has looked at this before/has any comments on it, I'm quite keen to have something environentally friendly in my portfolio that brings home the bacon at the same time!

I hold Covanta, mentioned them a while ago here when trading around ~$12. They are a waste to energy company. They burn waste and from that, produce energy to power homes and businesses. (I think they power over a million homes every year).

We produce 400 million tonnes of waste a year and only 7% of that goes to waste to energy, (30% in recycled and the rest landfill). Covanta own 75% of the waste to energy market. (Bear in mind landfills aren't seen as environmentally friendly and are going to keep closing over the coming decades).

They are opening 4 new waste to energy factories over the next 4 years in the UK and see that as a growth area because they get a higher amount per tip in the UK than in America. (Some others in very early stage discussions).

Covanta won't set your portfolio on fire in either a good or bad way, they are always going to have a stable cash flow and pay over a 3% dividend. A new-ish CEO too, who seems very shareholder focused from the couple of earnings calls I've listened to, he's going to close non performing facilities where contract renewals won't go higher.

Other renewable plays for me are Brookfield and SSE, I think long term they are all safe enough. I know nothing about IPX Unfortunately.

cc87

OCGN taking a hit with talk of waiving patents on vaccines.
Hopefully EUA comes through before or if this happens

theboringfox

SmokyMo wrote: »

Depends on time range you wanna to put in. I hoped off oil a little bit too early, last month. Its after peaking this weak! Probably will go further depending on how fast the world opens vs production.
Raging I missed lumber rally. I remember watching DiY videos on youtube back at the start of last summer, everyone was on about how high lumber was and how hard it was to get in States.. but it never clicked in my head..
The only commodity ish trades I am currently in is via resource discovery company BZT and DNOW who provides oilfield equipment.

In shell, schlumberger and technipfmc myself. About 10% of my portfolio. I love thought of buying more as I think lots more upside in short term. I might add a little each month.

ADZAM

ADZAM wrote: »

I want to get more non-US listed stocks in my portfolio.

What are peoples favorites on the European or UK exchanges?

For example I found:
JDE Peets (JDEP.AS) on the Amsterdam exchange, a coffee play
Aixtron (AIXA.DE)on the German Exchange, a semi-conductor materials provider

Some non-obvious ones would be good, value, growth, speculative, doesn't matter!

added Solaria (SLR.MC) - Spanish Solar power company and Stora Enso (STERV.HE) Finnish Renewable raw material provider - both ESG, European plays.

cc87

PTON very close to a buying price.
If it continues to drop might see it hit the 60s soon, think it will go 70s anyway.

Today will be an interesting day, earnings after market.

CEO dealt with the treadmill problem properly I think. Tried refuting it first, then admitted he was wrong, apologised, and have offered to refund/fix them.
Treadmill accounts for a very small portion of the business so I think its affect on SP is way out of proportion.

the butcher

Underground wrote: »

Anyone any thoughts on or is long Spotify?

I see growth this decade but as time goes by and more and more artists continue to kick up stink about the revenue/royalty model, this will reach a boiling point to where alternatives (perhaps stemming from the blockchain tech world) will pose a threat to them. I see them as a middle man being eliminated eventually by some decentralised model. I don't have any position on them myself but I see them as the main players for the next 5-10 years but once I saw other serious players coming online gobbling their market share I'd be out.

Flex

CRISPR stocks having a pretty rough few days as of late after a nice run. I had seen some negative news relating to Bluebird Bio, is this a reaction to that?

bcklschaps

Nemeses2050 wrote: »

I have exited 75% holding of IAG jumping on #metoo , looking to exit 50% of NCLH.

Hammerson flying today...

Nice positive article on Hammerson in today's Phoenix magazine. The gist of it is things are bad at the moment in retail but the Share price correction is way overdone. Fallen from around £1.40 pre Covid to about £0.40 today.

https://www.thephoenix.ie/article/hammerson-shares-grossly-undervalued/

Might be one to watch as a re-opening play.

weemcd

the butcher wrote: »

I see growth this decade but as time goes by and more and more artists continue to kick up stink about the revenue/royalty model, this will reach a boiling point to where alternatives (perhaps stemming from the blockchain tech world) will pose a threat to them. I see them as a middle man being eliminated eventually by some decentralised model. I don't have any position on them myself but I see them as the main players for the next 5-10 years but once I saw other serious players coming online gobbling their market share I'd be out.

I think you're absolutely spot on. Was having a similar discussion with my mate yesterday. Artists are sick of getting 60€ for a million streams. Something like NFT's will allow them to gain a profit from their streaming whilst also owning their material/masters, hugely important in the recording industry. I don't know the technicalities of it all, but that's how I see it going.

retalivity

Yikes, time to logoff Degiro until next week...

MikeSoys

buyer95 wrote: »

Couple of my holdings been getting hammered the last while (like everyone I know) but looking for some peoples thoughts. Overall, I have about 10k invested since initially beginning investing 12 months ago. I own about 45 companies. After lots of initial success with companies like Nio (got in at around 10 dollars a share), Amazon (up 65%) , Twilio (72%), Berkshire Hathaway (52%), MGM Resorts, Snap (348%) Slack (73%), Zoom(104%) Hubspot (154%) Facebook (85%) and a few other major hits.

Around December, after seeing nearly everything in green I decided to become more bold ands start buying some SPACS and penny stocks as well as other speculative plays. Some which I am in are Argo (-30%), CCIV (- 42%) EROS (-44.5%) FRX -30%) Nano (-25%) GEVO (-12%) Tencent Holdings (-18%) and Tattooed Chef (-23%).

Are many others still caught holding these conpanies, and if so are you going to continue to hold in the hope that the market improves in a few months or what are your plans?

Overall I have made about 2k since I have begun investing (as of today) but this was closer to 4k not that long ago. I know that is the story for lots of people here, and obviously by investing in more risky stocks there was always a chance I would lose money on them. I am comfortable enough in holding, but would equally sell up some of them if it made sense. Any thoughts welcome.

id be wary of SPACS ..your up well on some good stocks, maybe take a profit? .you can always buy in again is they go down - its not a profit until you sell (check dividend record dates..if you can grab the div you should :-) ...money never sleeps/.

Chuckie_Egg

Flex wrote: »

CRISPR stocks having a pretty rough few days as of late after a nice run. I had seen some negative news relating to Bluebird Bio, is this a reaction to that?

Bluebird has been dusted a while back. I think the market is selling off all growth stocks as it looks like interest rates may be about to start rising so there will be a shift away from these plays.
I'm very +ve long term on some of these crspr stocks, the technology is a complete game-changer if it works.
My crspr stocks that I will hold long term and add on the big dips

Editas Medicine
Intellia Therapeutics
Beam Therapeutics
CRISPR Therapeutics AG
Vascular Biogenics LtdD
Repair Therapeutics
Fate therapeutics

Out of these I reckon Editas holds the biggest risk.
Beam and Fate are the best risk/reward
Crspr is the leader but it costs more

Either way these companies could end up being as big as Apple or Tesla in 10 years +

Mickiemcfist

Is there a way to turn off the -10% emails on Degiro? Asking for a friend

Nemeses2050

bcklschaps wrote: »

Nice positive article on Hammerson in today's Phoenix magazine. The gist of it is things are bad at the moment in retail but the Share price correction is way overdone. Fallen from around £1.40 pre Covid to about £0.40 today.

https://www.thephoenix.ie/article/hammerson-shares-grossly-undervalued/

Might be one to watch as a re-opening play.

Agree with opening they will start climbing up again, won't reach 1.40 this year but it defo has great potential and it's in my quarterly pick

bish76

Oh, my head hurts !
There were lows and then lower lows, today it is lowest lows.

Timmaay

https://youtu.be/B8cN586JUR8 Another one of these days ha

Nemeses2050

Shedite27 wrote: »

Fastly having another horror show of an earnings report. Numbers don’t look too bad but CFO leaving and the SP is down double digits again. Such a rollercoaster stock

it's having a complete meltdown :eek:, will wait for carnage to settle down and add to my previous holding BEP 70

SmokyMo wrote: »

Depends on time range you wanna to put in. I hoped off oil a little bit too early, last month. Its after peaking this weak! Probably will go further depending on how fast the world opens vs production.
Raging I missed lumber rally. I remember watching DiY videos on youtube back at the start of last summer, everyone was on about how high lumber was and how hard it was to get in States.. but it never clicked in my head..
The only commodity ish trades I am currently in is via resource discovery company BZT and DNOW who provides oilfield equipment.

I got off early as well. But in the last few weeks have picked up small quantities of Oil and travel stocks...which sort of help on these red days.

Bacchus

Total fluke but I'll take it... we closed our KBC investment account a few weeks ago while it was in relatively good shape and in the green. Since then I've procrastinated getting the money transfered in to my Degiro account. All the red is horrible to see but for ONCE I have the cash to take advantage and buy some good stocks at bargain prices. The question is though... how low can they go :eek:

Supercell

Bacchus wrote: »

Total fluke but I'll take it... we closed our KBC investment account a few weeks ago while it was in relatively good shape and in the green. Since then I've procrastinated getting the money transfered in to my Degiro account. All the red is horrible to see but for ONCE I have the cash to take advantage and buy some good stocks at bargain prices. The question is though... how low can they go :eek:

A fair bit lower, I was reading that the market has a 10% selloff every 12 months on average and its 14 since the last..
Crypto has gone bananas and is taking alot of money away.
Sell in May..its an ouchie

80s Child

Jaysus.. it's a good job the better half can't see the Degiro account

VW 1

the butcher wrote: »

I see growth this decade but as time goes by and more and more artists continue to kick up stink about the revenue/royalty model, this will reach a boiling point to where alternatives (perhaps stemming from the blockchain tech world) will pose a threat to them. I see them as a middle man being eliminated eventually by some decentralised model. I don't have any position on them myself but I see them as the main players for the next 5-10 years but once I saw other serious players coming online gobbling their market share I'd be out.

weemcd wrote: »

I think you're absolutely spot on. Was having a similar discussion with my mate yesterday. Artists are sick of getting 60€ for a million streams. Something like NFT's will allow them to gain a profit from their streaming whilst also owning their material/masters, hugely important in the recording industry. I don't know the technicalities of it all, but that's how I see it going.

You are both right with this, the shift from an artist's point of view has already happened. The model being that the artists sell their revenues/royalties and receive an upfront payment based on the value and projected future value of their book of songs. The purchaser then retains a neogtiated amount (90% buyer/10% artist) to ensure that there is a revenue stream for the buyer and an incentive for the artist to keep making music.

TheBetsy

Is anyone dipping their toes for some bargains?

robman60

Someone here was very bullish on Baozun some months ago. Bought on the case they were making at $35 and it promptly went to $55. Now we are back to $33. Considering doubling down but I always tread softly with these China stocks.

eringobragh

Closed out 2 positions earlier:

HDSN (Refrigerant gas company, vaccine speculation purchase): +50%
WORK (Slack): +12%

Bought some Oil during the market crash last year (Exxon, BP & Shell) +30% thats probably kept me in the green so far.

Moving into more Bluechip based stuff if the price is right, got caught up in the whole growth stock frenzy end of last year.

Purchased some Intel now as a long hold.

bish76

TheBetsy wrote: »

Is anyone dipping their toes for some bargains?

More Redfin, MILE and TDOC for me... tired to chasing them to the bottom :mad:

Underground

I just take solace from the fact my pension doesn't hold any LMND, RDFN or TDOC. They're just for me to buy and lose money on.

neris

I think Im never buying shares in UK or EU companies again, feckin 3 legged donkeys when they hit the red