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Share Picks 2022

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    #1142
    Mad_maxx
    Registered Users Posts: 13,504 ✭✭✭✭Mad_maxx


    https://www.boards.ie/discussion/comment/119852353#Comment_119852353

    I’d prefer buy the S+P and pay the exit tax



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    #1143
    patsy_mccabe
    Registered Users Posts: 10,766 ✭✭✭✭patsy_mccabe


    Really surprised to learn that Vanguard own more Apple shares than Berkshire. Vanguard own 1.27B shares while Berkshire have 0.89B shares.

    '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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    #1144
    Infoseeker1975
    Registered Users Posts: 507 ✭✭✭Infoseeker1975


    For me time is a key component to investing, I buy in traches of €2.5k, buy individual shares and try to diversify in terms of currency and the type of company. The only exception was with Apple a few years back where I bought more. I do not plan to sell anything within a 15-20 year timeframe unless one share constitutes a large % of my holding.

    Few reasons for this would be 33% v 41% exit rate, any fund charges and a deluded self belief that I can make reasonable decisions and over time you have a better chance of a return.

    Over 10+ years I would expect that a few would be complete right offs but would hope a couple have substantial returns.



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    #1145
    sonyvision
    Registered Users Posts: 565 ✭✭✭sonyvision


    Holding 3 London insurance company Beazley (largest company and all time high) bought in the low 3 GBPs. Hiscox and Lancashire performing well with recent gains.


    Saint James Place wealth management company buying at low 10s/11s financially back in the green. Will be holding these shares for another few years.


    Thoughts on Shell and BP? Reached the top yet and time to sell out??



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    #1146
    patsy_mccabe
    Registered Users Posts: 10,766 ✭✭✭✭patsy_mccabe


    Some rally in US stocks today. Up around 5%.

    '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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    #1147
    Mantis Toboggan
    Registered Users Posts: 17,944 ✭✭✭✭Mantis Toboggan


    https://www.boards.ie/discussion/comment/119859004#Comment_119859004

    Nice rebound for META

    Free Palestine 🇵🇸



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    #1148
    littlevillage
    Registered Users Posts: 2,996 ✭✭✭littlevillage


    https://www.boards.ie/discussion/comment/119859004#Comment_119859004

    Mighty. Actually took a little bit of profit on some purchases I made just yesterday. You just can't be sure how long rallies last these days 🤷‍♂️

    Post edited by littlevillage on


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    #1149
    Mad_maxx
    Registered Users Posts: 13,504 ✭✭✭✭Mad_maxx


    https://www.boards.ie/discussion/comment/119859004#Comment_119859004

    Days like this remind us again that it’s best to stay invested



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    #1150
    retalivity
    Registered Users Posts: 14,247 ✭✭✭✭retalivity


    Probably the biggest daily jump ive ever had, when i logged in i thought it was a glitch!

    Whole portfolio up over 7%.



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    #1151
    patsy_mccabe
    Registered Users Posts: 10,766 ✭✭✭✭patsy_mccabe


    https://www.boards.ie/discussion/comment/119859295#Comment_119859295

    Ya, up 6.4% here.

    '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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    #1152
    Bobeagleburger
    Registered Users Posts: 45,408 ✭✭✭✭Bobeagleburger


    Untitled Image

    Some day



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    #1153
    Jonnyc135
    Registered Users Posts: 1,018 ✭✭✭Jonnyc135


    Crazy day and futures up this morning, I don't know what to make of it. I'm in the camp that core inflation is still not decreasing therefore interest rates need to still go higher which will affect asset prices negatively and when all the dust settles rates will be lowered and QE will continue and the whole circus starts again.

    I hope this rise last another week or so as I have to offload a lot of shares that I have in my SAYE scheme. The thoughts of the CGT is absolutely sickening, if the market wasn't so volatile I'd probably sell in dribs and drabs over a few years in order to fly under the radar for CGT.



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    #1154
    Bobeagleburger
    Registered Users Posts: 45,408 ✭✭✭✭Bobeagleburger


    The Tesla bubble is well and truly busted.



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    #1155
    patsy_mccabe
    Registered Users Posts: 10,766 ✭✭✭✭patsy_mccabe


    https://www.boards.ie/discussion/comment/119861865#Comment_119861865

    Or maybe it's value now at the lower price.

    '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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    #1156
    Bobeagleburger
    Registered Users Posts: 45,408 ✭✭✭✭Bobeagleburger


    https://www.boards.ie/discussion/comment/119862266#Comment_119862266

    The stock is way over-priced imo and has been for a long time. Admittingly not as bad as last year. The clever ones got out then.

    Add to that the big motor players will catch up and produce better built electrics before long.

    It will no doubt be volitile as Musk can sway it with a tweet or two, providing Twitter doesn't go bankrupt....

    Tesla shareholders must be grimacing watching that mess.



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    #1157
    patsy_mccabe
    Registered Users Posts: 10,766 ✭✭✭✭patsy_mccabe


    Tesla's Cash Flow last quarter was $3.3B with a ROI of 31,45%. Sales grew 55% in 12 months. It is starting to generate positive cash flows now.

    Say at 15 times annual cash flow, that would value it at about $200B. It's market cap currently at 600B or 45 times cash flow. Still overvalued but the question is, how much further will it grow.

    '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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    #1158
    LawBoy2018
    Registered Users Posts: 1,162 ✭✭✭LawBoy2018


    My PYPL shares were making me nervous when the sp dipped to $65 AH last week after earnings... Glad they've rebounded.

    If only my RKLB shares could come back from the dead before I'm old and grey! SMH



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    #1159
    LawBoy2018
    Registered Users Posts: 1,162 ✭✭✭LawBoy2018


    https://www.boards.ie/discussion/comment/119832182#Comment_119832182

    Not really. If you invest in equities then you can't really lose imo, provided you stay in the market. Even if things go tits up, you can carry your losses forward indefinitely and use them against any future gains. You can't carry forward your losses from ETFs, they're less tax efficient and you will likely be paying annual fees.



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    #1160
    JimmyKane
    Registered Users Posts: 22 ✭JimmyKane


    I'm thinking of increasing my position in Tesla...am I better off buying in euro or US dollar?

    I have an Interactive Brokers account and I can buy in USD from the Nasdaq and it would cost me €2 in fees (€1 exchange fee to convert any amount from euro to USD, and €1 to make a purchase).

    Alternatively, I could buy TL0 which as far as I can see is buying Tesla in euros from TGD. This obviously means no exchange fees but the flat fee to purchase is €3.

    So buying in USD seems cheaper, but is there anything else to consider? Strength of dollar v euro currently etc? Fees when selling etc?



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    #1161
    [Deleted User]
    Posts: 0 ✭ [Deleted User]


    https://www.boards.ie/discussion/comment/119894123#Comment_119894123

    The above transaction costs are negligible/irrelevant to currency risk. I also suspect you are underestimating the actual transaction costs.



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    #1162
    awec
    Administrators Posts: 53,762 Admin ✭✭✭✭✭awec


    Any thoughts here on Disney?

    Boat missed?



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    #1163
    bcklschaps
    Registered Users Posts: 1,073 ✭✭✭bcklschaps


    https://www.boards.ie/discussion/comment/119905757#Comment_119905757

    Long term holder, but I'm 10-15% underwater at the moment. Hope Bob Iger can put a fire under the Share Price.



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    #1164
    Mad_maxx
    Registered Users Posts: 13,504 ✭✭✭✭Mad_maxx


    https://www.boards.ie/discussion/comment/119894123#Comment_119894123

    Tesla is denominated in dollars, it’s primary listing is on the New York exchange, this is not a decision, buy in dollars



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    #1165
    Mad_maxx
    Registered Users Posts: 13,504 ✭✭✭✭Mad_maxx


    https://www.boards.ie/discussion/comment/119905757#Comment_119905757

    No , stock has gone nowhere in seven years, will revisit lows at the very least, it’s not a cheap stock yet has disappointed recently



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    #1166
    Bobeagleburger
    Registered Users Posts: 45,408 ✭✭✭✭Bobeagleburger


    NIO flying today

    + 22%



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    #1167
    farmingquestion
    Registered Users Posts: 827 ✭✭✭farmingquestion


    Feel sick as I locked in losses of a certain chinese stock of over 10k when Xi was re-elected and everything tanked. Had been DCA'ing in for years and panic sold as fearful of the taiwan situation.

    It's boomed about 40% since and I've missed gains of probably 4k back.

    My portfolio is down 18% overall and the currency is doing me in despite my stocks going up.

    I'll have to look at deep red for probably 5+ years just to get back at break even.



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    #1168
    Shedite27
    Registered Users Posts: 9,395 ✭✭✭Shedite27


    https://www.boards.ie/discussion/comment/119948399#Comment_119948399

    What would you have done differently?



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    #1169
    farmingquestion
    Registered Users Posts: 827 ✭✭✭farmingquestion


    https://www.boards.ie/discussion/comment/119948610#Comment_119948610

    Never built up such a big position in the first place.



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    #1170
    littlevillage
    Registered Users Posts: 2,996 ✭✭✭littlevillage


    The Share Picks thread is sadly lacking in ahem! share picks recently 😔


    Soo, here goes, anybody looking at taking a punt on Activision-Blizzard (ATVI). Can be picked up around $75 now...(they were $65 pre deal announcement in Jan 2022)... if the deal with Microsoft closes it will be $95 per share, even if it doesn't happen, ATVI will be in line for a few Billion in termination fee's.

    Obviously DYOR ....and usual caviats apply, the main one as I see it is that gaming stocks got hammered since Jan 2022... soo there is a likelihood that had the deal never been announced, the ATVI share price might be a lot lower than $65 today.



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    #1171
    weemcd
    Registered Users Posts: 6,421 ✭✭✭weemcd


    https://www.boards.ie/discussion/comment/119950633#Comment_119950633

    I'll have a look. What do you think of CD Project Red long-term? I've been eyeing them up for a while, despite their Cyberpunk problems it made tonnes of money, they have a next gen Witcher 3 upgrade that launches for free on the 14th that might shift a few units. But more importantly they have several Witcher and Cyberpunk properties in development. Earnings soon, tempted to wait until after that. Any thoughts welcome.



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