Share Picks 2022

If you missed the wild initial pumps, you'd have slowly lost money with GME and AMC this year. I never owned it myself, but I think someone like Nvidia was the real winner of 2021. No idea who that'll be in 2022 though!

Steris PLC

NYSE: STE

I am not great on financials. Not bad on bigger pictures though.

Through companies I deal with, i know that the technologies they use and continue to develop are very difficult to compete with, growing constantly and here to stay. Their client base is here to stay and if anything increase.

Personally, I have been pumping steadily in to them for 5 years now.

Banking sector looks like it will have another stellar year and with interest rates now set to start rising again over the next 2 years they will be even more profitable.

Bank of Ireland looks like it will breakout of its current price range once the Government have fully sold out, it's still 10 -12 weeks away yet but the shackles are off at that stage and we should be looking at the start of a share buy back too

AIB is a no no as the Government has indicated that it is to commence selling 71% of the Bank back onto the market so this is a huge downward pressure on the share price, far more than BOI had to endure.

Some Euro banks of interest would be Dutch ABN Amro (ABNRY), Santander (SAN), Erste Bank (EBKDY).

For some UK exposure Lloyds (LYG) 

Outside of banking I'm buying into the BAT (Baidu, Alibaba and Tencent) at current prices they look like a steal

Oh. Forgot about Pantheon Resources, $PANR.

So for my picks:

PANR

FIND

Petroneft.

Up 600% last year.

Had lots of them since 2007, doubled up last year.

New people in charge seem to know what they are doing, but I have said that before.

All the best for 22

I use MywallStreet, Irish found, same sort of thing, think Motley Fool founders are seen as a hero of sorts to them. Similar price, but regular discounted price. I like them, if only for the snapshots of companies, saves me digging around. They also give 2 picks a month, one at the beginning of month, and one mid month-ish. All transparent, podcast every Friday.

Check them out maybe, buy Irish etc

The Motley Fool are also a hedge fund. I'd be extraordinarily wary of signing up to anything with such a very clear interest in driving buying or selling in a particular direction.

Cheers.

Their articles are all I'm going on in fairness. They either seem to be pumping individual stocks or trash talking them.

Click in on some of these and you'll see what I mean.

Is their paid service not recommendations?

How have you found them rugbyman and their monthly recommendations?

Feel free to PM if you dont want to discuss here.

Jeez, Tesla up 10% today. Apple up 2.5%. This madness can't keep going.

I have found Motley Fool quite good. I have invested around 1000 euro in perhaps 20 shares. They have been up and down since. I had set some rules, out of my head, like to sell when up 1000 euro or dollars. Then greed set in.

I sold enough to get back my initial stake in three cases. This was not so good an idea as they improved more.

I cannot check out right now whether I am up or down, probably up.(as I am using my phone)

M. Fool go to great lengths to say I should stay in for five years.

Of the ones doing best are Altassian, Nvidia(++) Upstart,Ford(M.F.?)

I will do a tot up later

Would have to agree, a great time to start a position in Nio IMO. I’ve been picking up more Nio shares the last few weeks. Also; worth looking at $STEM. I’m building a position in this one. It’s essentially a smart energy storage company and it uses AI to allow customers to optimise enrage usage. It’s one of the better DeSpac’s. It has a lot of Fortune 500 clients already and this is going to be a massive industry in the next 5-10 years. Also at a good entry price now as it was hammered in Q4 in 21 like a lot of growth Companies.

Not great, in a year the S&P was up 26%. It's the boring choice but often the best. Mind you, they probably beat it in 2020, think the S&P was up around 18%(?), but tech stocks did great that year.

Novice but doing well here. Some thoughts if that is ok?

I think your strategy ( and possibly low level of investment vs qty of stocks taking in to account trade cost and spreads) is flawed.

You mention setting a gain $ and then selling. You should be setting % limits.

Then you say some of them kept on climbing and you regretted sale?

Believe me, I know bias. However, some years back I bought and sold Tesla, with a small gain around the 250 region. No regrets, as I was biting at 5% gains at the time.

Set yourself same % rules on prices falling. That is a harder one. Bias stops us from selling and they keep falling. We may make bigger losses. We then start making risky decisions and breaking our own rules, on other stocks to try recoup those losses.

Seems to be turn out of tech growth stocks into leisure and travel related stocks today. Some of these tech stocks you would think are starting to see some value. Looking at starting into Okta and Twilio. Bought some Zimmer. Looking at maybe adding to Salesforce, Polaris, Ionis and Intel. Maybe another google but just chunky share to buy in one go.

Ok, so I have also looked into how their 2020 picks did for A) Year to 31st Dec 2020 & B) Year to 31st Dec 2021.

I could only see 23 selections during the 2020 calendar year.

Anyway, up to the end of Dec 2020, assuming an investment of $1,000 in each stock/share selection the portfolio would have been up 77.2%. A large reason for this increase is the strong performance of Tesla which was a suggestion at the start of 2020. Excluding Tesla, the portfolio would have been up 48% to the year ended Dec 2020.

The performance up to the end of Dec 2021 of the 2020 picks would have seen the portfolio up 77.3% from initial investment, so overall no real increase (0.1%) from the end of December 2020. Excluding Tesla the portfolio would have been up 30% from initial investment to the year ended Dec 2021 compared to being up 48% to the year ended Dec 2020.

Thanks for the tip on Neo on sale, have stocked up.

This is something I am looking into also. Torn between this and Vanguard S&P 500 ETF.

BRK.B is much simpler to manage from a tax payment point of view.

Have you any concerns regarding age of Buffett and Munger or do you reckon they are just figureheads for the fund at this stage??

Are Buffet and Munger active much now days? I assumed the majority of investments were not through them anymore.

Cheers.

The code given is IE00B3XXRP09.

Again there are a number of options, on which exchange etc. Does it make a difference which one I choose?

What do people expect. This guy is a pure money man, just listen to any interview he gives. At 98 he is still sharp as a razor. People selling out are transferring wealth to him. He didn't get rich by jumping from stock to stock or chasing the next fad after it has already happened.