Share tips thread
Discussion
bad company said:
DoubleSix said:
DonkeyApple said:
Ukipdefect said:
Buy tesco?
The problem with TSCO is that for more than a decade it was the market darling and a core holding in every portfolio. Now no one can pitch the concept of holding that stock to a client and no one would take the risk of having it in there so there will no longer be the month in, month out investment buying that underpinned it for years. Plus, why buy downside risk when you can wait until it has proven to have halted its deaperate decline?
Having a punt is one thing but not much logic in holding long term as part of a portfolio.
Challengers (Aldi et al) are in their UK growth phase and enjoying taking market share but will soon enough begin to max out on that, at which point Tescos superior floorspace and incumbancy come back into play.
As for waiting until recovery is "proven" well, you know it doesn't work like that, remember just how forward looking equity markets are and by the time anything is proven the value gap will have closed.
"Buy when there is blood in the streets" - Rothschild
Edited by DoubleSix on Friday 24th April 21:40
bad company said:
g4ry13 said:
Hargreaves Lansdown.
No complaints with them.
Yes HL are very good with a great website BUT they are expensive. Take a look at Halifax share dealing.No complaints with them.
If you don't trade frequently and happen to hold the stocks for some time then Halifax would be more expensive than HL in this case. Interactive Investor took the absolute piss charging £20/quarter. Leaving them was one of the best things I did.
g4ry13 said:
bad company said:
g4ry13 said:
Hargreaves Lansdown.
No complaints with them.
Yes HL are very good with a great website BUT they are expensive. Take a look at Halifax share dealing.No complaints with them.
If you don't trade frequently and happen to hold the stocks for some time then Halifax would be more expensive than HL in this case. Interactive Investor took the absolute piss charging £20/quarter. Leaving them was one of the best things I did.
bad company said:
g4ry13 said:
bad company said:
g4ry13 said:
Hargreaves Lansdown.
No complaints with them.
Yes HL are very good with a great website BUT they are expensive. Take a look at Halifax share dealing.No complaints with them.
If you don't trade frequently and happen to hold the stocks for some time then Halifax would be more expensive than HL in this case. Interactive Investor took the absolute piss charging £20/quarter. Leaving them was one of the best things I did.
I was pretty outraged when II started flogging my shares to take £20 instead of giving me a call after all those years
Edited by g4ry13 on Monday 27th April 21:52
isee said:
So anyone fancy picking up some twitter while it's down?
I am very tempted.
A monumental cock up releasing earnings early, conference call didn't help much. Could be the nail in the coffin for the CEO. I'm eyeing the low 30's to enter.I am very tempted.
Great day for gpro yesterday too will be great if the squeeze continues today.
twinturboz said:
A monumental cock up releasing earnings early, conference call didn't help much. Could be the nail in the coffin for the CEO. I'm eyeing the low 30's to enter.
Great day for gpro yesterday too will be great if the squeeze continues today.
I've not been watching go pro other than looking to short it against going long Tesla ages ago. What's the story with the spike? I am a perpetual seller of gopro, I just don't see them keeping the first to market edge against all the mobile phone manufacturers...Great day for gpro yesterday too will be great if the squeeze continues today.
twinturboz said:
A monumental cock up releasing earnings early, conference call didn't help much. Could be the nail in the coffin for the CEO. I'm eyeing the low 30's to enter.
Did someone tweet the leak?Still struggle to understand how the model successfully monetises social media.
On a sweeter note, for a moment I though my RGD flutter was going into the black - confirmation that they've flogged off the troublesome Napier (with it's Sugar-Wars dispute) to the French... ....at one point I was only down a pony.....
Yeah apparently the earnings were put onto twitter's investor relations site early, which caused a spike down then instead of fully releasing the earnings they halted the stock which probably caused even more panic. Twitters guidance was just abysmal.
Gpro was earnings, relatively decent but really popped when they gave next quarters guidance which was above estimates. I bought in the low 40's so about 30% up will get out mid 50's and then be done with this stock.
Nat Gas anyone? Seems like a decent speculative play around these prices.
Gpro was earnings, relatively decent but really popped when they gave next quarters guidance which was above estimates. I bought in the low 40's so about 30% up will get out mid 50's and then be done with this stock.
Nat Gas anyone? Seems like a decent speculative play around these prices.
Edited by twinturboz on Wednesday 29th April 18:24
twinturboz said:
Gpro was earnings, relatively decent but really popped when they gave next quarters guidance which was above estimates. I bought in the low 40's so about 30% up will get out mid 50's and then be done with this stock.
I still don't see what is so special about the GoPro product - surely everyone is just copying it and offering at a lower price. Whats more the cameras are almost at the point where they are so good that you will have no reason to bother buying the new versionEdited by twinturboz on Wednesday 29th April 18:24
I bet the firm makes no money in 3 years time and people just have a micro-apple camera which links directly to their iphone7
However just like Tesla is so dangerous to short the shares
traxx said:
I still don't see what is so special about the GoPro product - surely everyone is just copying it and offering at a lower price. Whats more the cameras are almost at the point where they are so good that you will have no reason to bother buying the new version
I bet the firm makes no money in 3 years time and people just have a micro-apple camera which links directly to their iphone7
However just like Tesla is so dangerous to short the shares
Can't really argue with you, my play was just based on charts, guess both the long holders and the shorters had their place if you got the timing right. But agree with you don't see the long term prospects hence why I won't be touching it anymore but theres still a shed load short and I don't think this recent pop has them squirming yet so who knows maybe higher prices to come. I bet the firm makes no money in 3 years time and people just have a micro-apple camera which links directly to their iphone7
However just like Tesla is so dangerous to short the shares
Off topic : Just seeing a watch defect crossing the wires for Apple, going down a bit in after hours.
traxx said:
I still don't see what is so special about the GoPro product - surely everyone is just copying it and offering at a lower price. Whats more the cameras are almost at the point where they are so good that you will have no reason to bother buying the new version
I bet the firm makes no money in 3 years time and people just have a micro-apple camera which links directly to their iphone7
However just like Tesla is so dangerous to short the shares
Very much this. In fact I would take it further than that, nobody wants an extra device for something your smartphone can do almost as well, so at some point Sony will just make a tough fishe-eye case for their already waterproof and dustproof xperia and use the internal processing and connectivity to add even more value by streaming straight to youtube or something.I bet the firm makes no money in 3 years time and people just have a micro-apple camera which links directly to their iphone7
However just like Tesla is so dangerous to short the shares
isee said:
Very much this. In fact I would take it further than that, nobody wants an extra device for something your smartphone can do almost as well, so at some point Sony will just make a tough fishe-eye case for their already waterproof and dustproof xperia and use the internal processing and connectivity to add even more value by streaming straight to youtube or something.
You would think that almost any day a phone builder could make an announcement that kills GPRO dead. They are great products and have filled both the leisure and professional space but a phone builder could decimate the leisure segment which is by far their most profitable. One aspect that I don't understand about modern smart phones like the iPhone is why can I not plug in 3rd party tools? It must be a deliberate business descision but why can't I plug in a printer or a microphone or a bullet cam?
For casual users like myself the phone does everything I need and being able to plug a bullet cam directly to it would meet every requirement I have.
I have missed why everything needs to be sent through the airwaves instead. Especially when the most useful thing to have wireless are the headphones yet they still make a special port to connect those in the same way as people did 100 years ago before the telephone even existed.
DonkeyApple said:
You would think that almost any day a phone builder could make an announcement that kills GPRO dead. They are great products and have filled both the leisure and professional space but a phone builder could decimate the leisure segment which is by far their most profitable.
One aspect that I don't understand about modern smart phones like the iPhone is why can I not plug in 3rd party tools? It must be a deliberate business descision but why can't I plug in a printer or a microphone or a bullet cam?
For casual users like myself the phone does everything I need and being able to plug a bullet cam directly to it would meet every requirement I have.
I have missed why everything needs to be sent through the airwaves instead. Especially when the most useful thing to have wireless are the headphones yet they still make a special port to connect those in the same way as people did 100 years ago before the telephone even existed.
Well this has been apple's strategy all along, same reason they charge a licence fee for anyone developing for their OS or iOS.One aspect that I don't understand about modern smart phones like the iPhone is why can I not plug in 3rd party tools? It must be a deliberate business descision but why can't I plug in a printer or a microphone or a bullet cam?
For casual users like myself the phone does everything I need and being able to plug a bullet cam directly to it would meet every requirement I have.
I have missed why everything needs to be sent through the airwaves instead. Especially when the most useful thing to have wireless are the headphones yet they still make a special port to connect those in the same way as people did 100 years ago before the telephone even existed.
I think more open platforms such as PC or Android are where you should be looking to for this. And the gadgets you ask for may already exist. I agree with you with regard to the stupid need to make everything wireless where you can isntead have a pluggable device that not only shares the smartphone's battery but also the computational power, therefore making things much cheaper to make. there is also the advantage of standardised USB port in android phones.
As about the phonemakers, I am totally on-board with your comment. and surely most of gopro investors must have at least thought of it, which makes me wonder if maybe they have addressed it already and you and I just aren't aware?
isee said:
DonkeyApple said:
You would think that almost any day a phone builder could make an announcement that kills GPRO dead. They are great products and have filled both the leisure and professional space but a phone builder could decimate the leisure segment which is by far their most profitable.
One aspect that I don't understand about modern smart phones like the iPhone is why can I not plug in 3rd party tools? It must be a deliberate business descision but why can't I plug in a printer or a microphone or a bullet cam?
For casual users like myself the phone does everything I need and being able to plug a bullet cam directly to it would meet every requirement I have.
I have missed why everything needs to be sent through the airwaves instead. Especially when the most useful thing to have wireless are the headphones yet they still make a special port to connect those in the same way as people did 100 years ago before the telephone even existed.
Well this has been apple's strategy all along, same reason they charge a licence fee for anyone developing for their OS or iOS.One aspect that I don't understand about modern smart phones like the iPhone is why can I not plug in 3rd party tools? It must be a deliberate business descision but why can't I plug in a printer or a microphone or a bullet cam?
For casual users like myself the phone does everything I need and being able to plug a bullet cam directly to it would meet every requirement I have.
I have missed why everything needs to be sent through the airwaves instead. Especially when the most useful thing to have wireless are the headphones yet they still make a special port to connect those in the same way as people did 100 years ago before the telephone even existed.
I think more open platforms such as PC or Android are where you should be looking to for this. And the gadgets you ask for may already exist. I agree with you with regard to the stupid need to make everything wireless where you can isntead have a pluggable device that not only shares the smartphone's battery but also the computational power, therefore making things much cheaper to make. there is also the advantage of standardised USB port in android phones.
As about the phonemakers, I am totally on-board with your comment. and surely most of gopro investors must have at least thought of it, which makes me wonder if maybe they have addressed it already and you and I just aren't aware?
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