Share Picks 2024

Anyone buying Ryanair at €13.55? I sold all mine last Dec at €18.55. Looks like value again.

The near 40% dump in Dexcom this morning has piqued my interest. I've bought into a small position there. I had previously had exposure via the eToro diabetes smart fund but I pulled out of that a couple of years ago.

My new Dexcom position is a long term hold.

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on top of there already generous dividends .

I see that Buffett is selling off Bank Of America (BAC)

Bad results from Intel. Stock below $26.

My position closed out at just under $31 and I nearly went back in, but didn't . Market is looking like it is entering some turbulence.

Ouch - gone under $24. A 10 year low.

Going to be difficult to recover confidence from here.

Yikes what a day, crushed by Intel here. Thought I was smart getting in a few weeks, what an astounding collapse today.

I think the private equity is a good thing for Leixlip as Intel will not renege on any deal with a major private equity partner.

Its the jobs in admin, chip design & marketing that will be most affected as Intel move towards their foundry model.

Anyone in manufacturing should feel safe enough, but if your job is office based, you may get the opportunity of a real good redundancy package to help the pain of seeing share options become near worthless

Intel (INTC) is also my worst performing stock. I was waiting for it to drop below $25 to buy more. Crystal ball time ???

I see it has a market cap now of $130.86B compared to NVIDIA of $2878.5B. How did it fall so far behind?

The foundry business is still bleeding money. Their internal customer (i.e. intel chip design) is their main source of revenue.

Intel processor division is still profitable, I can't imagine they'd cut much of that. It's things like mobileeye (being spun out), IoT/wearables (think that's been mostly if not totally gutted by now), networking and edge computing (non-server AI accelerators).

Despite the hammering big tech has been taking over the last month, demand for chips still seems high and reports of glut post COVID in supply is going away and companies are starting to order new inventories, which is good long term and potentially good for Intel foundry. The big risk for them is that TSMC scales up enough to absorb all the extra demand and intel gets little of it.

TSMCs backlog is Intel's business essentially. Getting first time customers to use Intel Foundry is the difficult part if they can get bookings at TSMC instead

US payroll report didn't help on what was already going to be a real bad day.

I rolled into a small Intel position this morning. I am also in the over correction camp. Their manufacturing capacity and disbursement of $8.5billion in CHIPS along with the opportunity to use write downs and NOLs as tax offsets, leaves me thinking that a good medium term price recovery is likely.

My current "mess around" holdings are Dexcom in at $63.5, CHWY at $25.80 and Intel at $21.14.

Didn't think Chewy was on a lot of people's radars. I sold some cash secured puts on them during the past 12 months but was never assigned and they've since spiked in price.

I'm down heaviest on ASML this week but that's not the position I'm most surprised at.

I'm most surprised at Aptiv that, having spiked over 10% yesterday after reporting earnings that beat estimates by about 15% and announcing a major buyback, are now right back to where they started.

Yeah, when an ETF loses over 5% in value in one day, imagine the kind of outflow of cash that would translate to.

Lithium has been a dog for some time now

Election years are always volatile for markets - I wouldn't be in any rush to cash out until all is said and done.

Certain class of investors have gotten too used to the relative low volatility of late and now they've been spooked and the end is nigh, here comes the big one etc.

whilst I'm out of the market on a personal level, my pension (and millions of other pension holders) is taking a hammering. Thankfully another 8 years before I start drawing down.

But if the drop continues, expect knock-on softness in the Dublin and commuter housing market as many purchases have been part-funded by cashing in share options especially in the €1m+ bracket

The canny guys are buying in to toilet paper manufacturer stocks now.

Serious crash in Stock prices expected today. I see most well down in the after hours trading. Next 10 mins will tell a lot.

good time to dive into tech ?

Account down 10% in the last week, fun times. PSH (Pershing) was a right kick in the nads, that came out of nowhere (to me). Could be worse as I had some funds to buy a dip, have some left in case this goes further, which it might well do. Learned from the COVID dip not to panic, it will recover.