Share Picks 2024

I'd suggest not buying shares in that case!

100%, the best piece of advice. Never "invest" in something you don't know anything about.

Wild, I jumped on late in the game but I'm still up 60%. Still has legs I reckon, up to $800 in no time I'd say!

The results were good for Helium One. Went up over 100% on Monday.

It's a great rise for someone that got in at the bottom but the problem for long term holders like me is that 90% of their value was wiped over a fortnight at the end of December when they held a announced a placing at 10% of the price. Whoever took that up has made a killing so far. I have about 12K in them but my break even point is about 6GBX. Based on the recent good news it should rise more but who knows what can crop up. I've learned the hard way that AIM is a casino full of sharks.

The big boys (Tesla and BYD) are dropping prices to grow sales in China and there's a lot more competition now from smaller players. Add to that, China is in a bit of an economic downturn. It may pan out for NIO in the long term but investors are very nervous of the EV market in China at the moment.

That's the US domiciled version of it, as far as I know Irish residents can't trade in it. The Irish domiciled version of it is available if you run a search for VanEck Semiconductor, 6 versions on different exchanges and currency.

I guess I made the over simplistic assumption that the EV trend would raise all boats. I'm trying not to make the same mistake when picking AI companies.

Holiday coming up so I'll be cashing in on NVDA today, looks like a strong pre market. Tasty profit but crazy that it has reached such highs.

ID

Hood.

Crypto pump in session (we're past the early part now) with the lowest cost of entry for US customers, pivoted to attracting an older crowd (with money and gold) and setting up in the UK (will be interesting to see how they do as Order Flow model is illegal iirc). Rising cost of living means people will gamble more to escape the rat race and Hood is like owning the race track and not a race horse. It's not as good as Coinbase for crypto or IBKR for stonks but its app is easy to use and has Citadel as its evil sugar daddy looking out for it.

Look at that base. The bigger the base the higher in space. I will add on weakness down to 12.5. Will bail if it stays below 12 for too long. See the gap below for areas to add. Green lines are areas to stop adding/sell.

AVGO up 115%

NVDA up 190% - tis mad stuff

As I understand it, Nvidia make the fastest performance in AI chips, but AMD also have a an offering that is pretty efficient. Those chips are more cost effective with similar performance and when you consider the amount that will be put into data centers AMD might not be a bad move.

I find BRK.B very hard to value.

Had a sell order at 800, didnt think it would get there after the drop below 700. Absolutely ridiculous and way over priced IMO.

Pays for my trip to Iceland so I'll take it and cross my fingers it doesn't reach $1000!

Anyone on here still invested in Viking Therapeutics? I think they were tipped on here a few years ago. Looks like they've finally come good so well done to those who held! Unfortunately I am one of many who didn't have patience and got out a long time ago. Up 883% in a year.

Slim pickings on the markets for someone looking to invest in 'value'. A few of the pharmaceuticals are at interesting levels but, of course, it's a risky sector and a promising pipeline can suddenly become almost worthless.

Away from tech and pharma, look at Dollar General (DG)

I've bought in at 133 after it being suggested by a family member in the US.

It made errors, tried to move into middle market, had wrong stock, margins got squeezed, stock halved. Previous CEO has come back and reversed changes, back to basics, has targeted to get more $$ from its main working class customer base by introducing more food items and tight range of fresh items.

Good bet to return to $200+ over the summer

Earnings 14th March

I have just came across this company from a work colleague. I-mab don't know much about them but they have a very good 12 month price increase prediction so I have bought some on just that alone. Take a look and make your own minds up. Here's hoping it's a good one.