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Share Picks 2022

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    #272
    retalivity
    Registered Users Posts: 14,219 ✭✭✭✭retalivity


    Jesus, i'm actually at BEP on PTON, its up 32% today, time to dump this donkey



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    #273
    RaggyDays
    Registered Users Posts: 249 ✭✭RaggyDays


    https://www.boards.ie/discussion/comment/118601544#Comment_118601544

    Hold tough only rumours at the moment, it's up because it looks like they are going to be bought. If true then it will go higher



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    #274
    retalivity
    Registered Users Posts: 14,219 ✭✭✭✭retalivity


    Just read that they also apparently laid off 2800 people this morning!!



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    #275
    Shedite27
    Registered Users Posts: 9,395 ✭✭✭Shedite27


    I've got Peloton shares too. It's such a marmite company.

    I love the product and think someone will definitely buy it, be it Amazon or Nike. It's too attractive to those companies.

    The current week's spike sounds like a bit of a short squeeze. Lot of hedge funds were short, then it got a raft of good news this week, laid off people, potential buyout, new CEO, caught a lot of hedge funds. Have a look at Stich Fix price last year if you want to see what a real (ie not WSB) short squeeze can do.

    I think it'll be bought out, but it might be for $50 a share, don't think it'll be anywhere near the $150+ we saw last year unfortunately.



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    #276
    RaggyDays
    Registered Users Posts: 249 ✭✭RaggyDays


    I think PTON is also a good fit for Apple. Their products already have a good and seamless integration with Apple products and a subscription model that would work as an add on to Apple+ TV line up



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    #277
    Pussyhands
    Registered Users Posts: 8,239 ✭✭✭Pussyhands


    I don't see why they'd buy PTON when they could just develop their own.

    How many billions are they spending on designing a car when they could just spend the billions on acquiring a promising EV company, like Fisker.

    PTON have been run poorly in the last couple years too, saying they're well in position to continue momentum after lockdowns.



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    #278
    Shedite27
    Registered Users Posts: 9,395 ✭✭✭Shedite27


    https://www.boards.ie/discussion/comment/118604897#Comment_118604897

    I agree it's a good fit, but Apple haven't really bought anyone in a long time now, Beats in 2014 probably the last big one. Best thing Peloton could do tho is to string them along to get a bit of a bidding war going between Apple and Amazon



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    #279
    neris
    Registered Users Posts: 20,051 ✭✭✭✭neris


    https://www.boards.ie/discussion/comment/118605024#Comment_118605024

    Theyd have immediate access to the equipment and the design plans for the machinery which is probably the biggest and financially most challenging part for Peleton especially when it comes to sales. The workouts, classes etc are the cheap to produce parts but like razor blades are where the income comes from.



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    #280
    RaggyDays
    Registered Users Posts: 249 ✭✭RaggyDays


    https://www.boards.ie/discussion/comment/118605024#Comment_118605024

    That a bit of a stretch to say they have been poorly run. They've had setbacks and could have done things better but as a company they've milked the market as best they could to grow the company



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    #281
    Treppen
    Registered Users Posts: 4,592 ✭✭✭Treppen


    https://www.boards.ie/discussion/comment/118605024#Comment_118605024

    Apple spent a bucket of money on Beats , people say it was to streamline it, but I think it was to kill off the Cache which Beats would be stealing from their upcoming airpods.

    I'd say Amazon would like to buy it just so Apple don't get a look in.

    A smart watch can get onto your health records to some extent, but a whole exercise program and biometrics gets you a bit more into the 'tailored medicine' bracket.



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    #282
    Shedite27
    Registered Users Posts: 9,395 ✭✭✭Shedite27


    https://www.boards.ie/discussion/comment/118605024#Comment_118605024

    They already do, launched the "$500 Peloton" last year.

    https://www.amazon.com/Echelon-EX-15-Smart-Connect-Fitness/dp/B08K4GS4KN/ref%3Dsr_1_3?crid=2H58DSGZ71I7S&keywords=echelon+bike&qid=1644444431&sprefix=echelon%2Caps%2C176&sr=8-3


    The value of Peloton is the branding, it's very slick upmarket product. It's the iPhone to Androids. And the people that own them are the more well off. Getting 30mns uninterrupted screentime in front of those people is very valuable. Prime advertising space.



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    #283
    Layne
    Registered Users Posts: 231 ✭✭Layne


    So Twitter misses earnings expectations across the board yet are up 5% in premarket.

    Can somebody explain this to me please??!!



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    #284
    Pussyhands
    Registered Users Posts: 8,239 ✭✭✭Pussyhands


    https://www.boards.ie/discussion/comment/118610200#Comment_118610200

    Buybacks I'd say. Also didn't miss by much.



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    #285
    Shedite27
    Registered Users Posts: 9,395 ✭✭✭Shedite27


    https://www.boards.ie/discussion/comment/118610200#Comment_118610200

    Buybacks the main reason, but yeah, more normal 2% rise now.



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    #286
    Dingaan
    Registered Users Posts: 342 ✭✭Dingaan


    Echelon fitness isn't owned by Amazon. It's just sold on Amazon.



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    #287
    Patsy167
    Registered Users Posts: 1,811 ✭✭✭Patsy167


    Very tempted to take a punt on PayPal at their current price. Anyone have thoughts on the outlook for them?



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    #288
    [Deleted User]
    Posts: 0 ✭ [Deleted User]


    https://www.boards.ie/discussion/comment/118621080#Comment_118621080

    You really need to wonder what their moat is.



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    #289
    ocallagh
    Registered Users Posts: 3,140 ✭✭✭ocallagh


    https://www.boards.ie/discussion/comment/118621080#Comment_118621080

    I am no expert, but first and foremost I've never been mad on their tech, it always throws some curve ball whenever I'm forced to use it..

    Their USP was the layer of abstraction they offered, between your credit card and the merchant. That USP is largely gone now as SCA is rolled out, and other secure alternative payment methods surface.

    They do have a huge network of integrated merchants though, which will keep them going, but is it enough to keep Apple, Google, Stripe, Square, Adyen and hundreds of credible competitors at bay. The space is very crowded



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    #290
    Shedite27
    Registered Users Posts: 9,395 ✭✭✭Shedite27


    https://www.boards.ie/discussion/comment/118621233#Comment_118621233

    Could say the same about Mastercard and Visa.

    OayPal is big because of its widespread adoption really



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    #291
    md23040
    Registered Users Posts: 491 ✭✭md23040


    https://www.boards.ie/discussion/comment/118610200#Comment_118610200

    I can not for the world remember where you get the pre-market data - is it IG index. Can someone advise please? Also I am gutting my portfolio by about €30k.

    On a side note whats peoples view on Meta Platform now at 16x PE and has more profitablity than Amazon (+$6bn), higher margins yet AMZN cap at €1.62T and Meta $0.597T. Its Capital equally of value compared to Apple, Alphabet charts etc.



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    #292
    Fruks
    Registered Users Posts: 34 ✭Fruks


    The Yahoo Finance and CNBC apps and websites both do full pre-market and after hours data.



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    #293
    LawBoy2018
    Registered Users Posts: 1,162 ✭✭✭LawBoy2018


    https://www.boards.ie/discussion/comment/118621080#Comment_118621080

    I bought 50 shares on Friday but may double that if the sp tanks any further.



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    #294
    Pussyhands
    Registered Users Posts: 8,239 ✭✭✭Pussyhands


    Nasty day ahead?

    Euro50 down over 3%



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    #295
    retalivity
    Registered Users Posts: 14,219 ✭✭✭✭retalivity


    Russia/Ukraine stuff is going to make the markets very hairy for the next while...



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    #296
    md23040
    Registered Users Posts: 491 ✭✭md23040


    Just bought 65 shares in Meta Platforms on the Dax as trading at 15.8x. If the shares fallback will purchase same again.

    Am profiting taking for some of the winners of the last 2 years

    $5000 sell Bank of America

    €12,000Shell

    €4000 Total SE

    £24,000BP.


    H12022 IMO going to be choppy, if shares go up still have skin in the game and the other way will buy in again. Buying shares dead easy the really difficult part is selling.



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    #297
    Pussyhands
    Registered Users Posts: 8,239 ✭✭✭Pussyhands


    https://www.boards.ie/discussion/comment/118628374#Comment_118628374

    What are your plans for the money you have now?



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    #298
    md23040
    Registered Users Posts: 491 ✭✭md23040


    Going to wait and see what way the market moves during H1. Short term do not see a lot of upside without a lot of risk especially as likely 5+ rate moves planned by FED, US consumer sentiment nose diving, future earning growth compressed by inflation, S&P overcooked by 30% from bull trend due to TINA (there’s no alternative), US Property Shiller at all time high and rate hikes will effect the property sentiment and feel good factor.Therefore crystallising some of the gains as these only realised when cashed in.

    I still have battered stocks like IAG and Ryanair that hopefully despite the wider market should do well as travel opens up from now on. And only have sold a portion of the energy stocks (30%)

    Am very interested in Meta and going to buy into a big enough position and also more likely bulk up in Apple. Smartphones will be a thing of the past in 3 years and IMO Augmented reality and the Metaverse going to revolutionise the whole internet interface and experience.

    But intend sitting in the long grass in cash for mostly H1.



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    #299
    retalivity
    Registered Users Posts: 14,219 ✭✭✭✭retalivity


    FSLY financials saw increase in revenue and a bigger increase in net loss, shares down 20+% AH.

    We have a new leader on top of my big red pile!



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    #300
    patsy_mccabe
    Registered Users Posts: 10,753 ✭✭✭✭patsy_mccabe


    For those that have BABA shares;

    Charlie Munger on Alibaba and China - DJCO Meeting February 2022 $BABA - YouTube

    'When I was a boy we were serfs, slave minded. Anyone who came along and lifted us out of that belittling, I looked on them as Gods.' - Dan Breen



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    #301
    theboringfox
    Registered Users Posts: 540 ✭✭✭theboringfox


    Anyone hold or have view on Twilio. Analysts seem bullish on it but stock has been nose diving. Was thinking opening a very small position in it



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