Share Picks 2021 - Thread banned users post #1

I like Cramer, signed up to see if it's really free. His old one "The Street" was a paid subscription service.

One thing to watch, it's obviously aimed at Yanks, who have a very different tax structure. All the buying and selling here would likely cost you a bit in CGT

Docusign down 30% after results is one of the more baffling ones for me. Sold my shares earleir this year, but going to be buying back in again today. Multiples and the financials are far better now. Margin is 80% on all sales, the main slight on their results is that they are onlygrowing at 40% this eyar versus 50% last year (hint: covid).

When lockdown ends, there's certain things we'll go back to. Signing documents is certainly not one of them

This and another high risk area for China exposure in ADR's are under serious regulatory risk IMO.

Both onshore in China and for ADR's in the US and EU in particular.

Saw a quote earlier made by Charlie Munger of Berkshire that too many stocks are seriously over valued. Tesla comes to mind along with a few tech stocks

If BABA goes sub $100, it's far too good (long term) not to buy. Also if PayPal can drop to $150.

I'm not gonna push a company on anyone, you've already said you don't know much about Docusign.

Saying its just e-signing is a bit like saying Google is just a search engine. Started out that way, but does far more nowadays.

And I wouldnt compare any profit making business with Twitter. Twitter is famous but has never been able to monetise it.

Checked my portfolio today after staying away from it the last few days. Mother of God.

The only thing performing well is GameStop!

Are people worried about the market long term? Inflation, China, Turkeys debt. Maybe I'm overthinking it.

I'm certainly interested. Great valuation at the moment, good buying opportunity

Just wondering what do people think of Disney ? Shares have dropped big time.

No brainer long term for me. Revenue can continue to take hits due to Covid, namely theme parks and cinemas etc. So you could realistically be looking at a year or more, there's only so much Disney+ streaming service can do. But it's one I definitely would mind having in my portfolio with a long term outlook.

Just my opinion BTW, definitely not financial advice. Everything looks choppy right now across the board...

Sold it about a month back as it was way overvalued. The ratios were far too big even for my liking. It's a good company, executing perfectly. If it dropped back to the 120's I'd probably buy again

The exchange? Do you mean brokers?

Patsy

I am very keen to learn more about this. A large part of me is anti stop loss.

I would have been sold out quite a few times on my foreign trades had I had stop losses.

I have read that well equiped traders can see what stop losses there are and take them out.

I am not too sure how they drive the price down to that stop loss level.

The gain for the predator is that they now own shares at a lower price than they had been. Predator believes they have more to run.

To take your explanation above :they kick in that stop loss: how exactly is that done, could you detail,i.e. talk slowly with your reply

i am assuming that whatever they do is what short sellers do(whatever that is) only these guys have a target that they know about

Cheers Patsy

p.s. my portfolio has 30 shares,90% abroad. Today for the first time in yonks they are ALL green ( I mean today, not yet all out of the water)

Think of it this way, prices are continuously moving up and down. On average they move up 50% of the time and down 50% of the time. You have to pay commission for every trade so over time, you are going to loose money. That's why most people can't make money from trading.

Say from example a stock is trading at $100.0. Increment is min $0.10, so Ask is 10.1 and bid is 9.9. Now there will be a lot of Stop Losses set up by different people at 9.8, 9.7, 9.6, 9.5 etc the whole way down. If the exchange set up a false account (or pass the information to a third party), when the market is at 9.9 Bid, they can take out the 9.8 Stop Losses and so buy at 9.8 and sell at 9.9. Market is now at 9.8 Bid. Do it again and take out the 9.7 Stop Losses and sell at 9.8. Take out these small profits all day long and nobody would ever know. They buy and sell instantly so can't get caught by market movements outside their control.

Worth watching;