Share tips thread (Vol 2)

[vulture1]

g4ry13 said:

I added some more Cineworld this morning - about 4 days too late and also picked up a few more Smith & Wesson on the open today.

Still looking to offload/reduce exposure to Tesco if they move up. They're going ex-div next week so at least will get a bit of money if I hang around.

I have them from work when they used to give shares as a bonus but in terms of growth. Nope. Decent safe dividend share if that is what you want. no
All stores are struggling just now as they are trying to compete with aldi on price and staff levels but run at tesco bureaucracy nonsense.

Ironically if they jsut stopped focusing on Aldi and spent a little more on wages sales would take off. But i'm too far down the chain to make that call.

I won't be buying more but I do take the save as you earn scheme every year for discounted shares.

[vulture1]

p1stonhead said:

g4ry13 said:

p1stonhead said:

g4ry13 said:

I added some more Cineworld this morning - about 4 days too late and also picked up a few more Smith & Wesson on the open today.

Still looking to offload/reduce exposure to Tesco if they move up. They're going ex-div next week so at least will get a bit of money if I hang around.

Cineworld?

Haven’t they basically gone bust this week?

They closed cinemas in the US and UK temporarily. Clearly they haven't gone bust yet.

That could be a bloody long ‘temporarily’

I bought netflix on that news.

[Burwood]

vulture1 said:

p1stonhead said:

g4ry13 said:

p1stonhead said:

g4ry13 said:

I added some more Cineworld this morning - about 4 days too late and also picked up a few more Smith & Wesson on the open today.

Still looking to offload/reduce exposure to Tesco if they move up. They're going ex-div next week so at least will get a bit of money if I hang around.

Cineworld?

Haven’t they basically gone bust this week?

They closed cinemas in the US and UK temporarily. Clearly they haven't gone bust yet.

That could be a bloody long ‘temporarily’

I bought netflix on that news.

It is temporary. The only risk is they dilute. They aren’t going bust. Wtf else is the landlord doing with the site.

[vulture1]

Burwood said:

vulture1 said:

p1stonhead said:

g4ry13 said:

p1stonhead said:

g4ry13 said:

I added some more Cineworld this morning - about 4 days too late and also picked up a few more Smith & Wesson on the open today.

Still looking to offload/reduce exposure to Tesco if they move up. They're going ex-div next week so at least will get a bit of money if I hang around.

Cineworld?

Haven’t they basically gone bust this week?

They closed cinemas in the US and UK temporarily. Clearly they haven't gone bust yet.

That could be a bloody long ‘temporarily’

I bought netflix on that news.

It is temporary. The only risk is they dilute. They aren’t going bust. Wtf else is the landlord doing with the site.

Big risk of dilute imo
or takeover which would rocket the price. But i'll wait and see for a while.
However with winter setting in in the northern hemisphere US UK etc and not alot to do I see Netflix and Peloton growing. If a wonder drug/cure is released I will sell both straight away or at least reduce netflix.

[Burwood]

vulture1 said:

Burwood said:

vulture1 said:

p1stonhead said:

g4ry13 said:

p1stonhead said:

g4ry13 said:

I added some more Cineworld this morning - about 4 days too late and also picked up a few more Smith & Wesson on the open today.

Still looking to offload/reduce exposure to Tesco if they move up. They're going ex-div next week so at least will get a bit of money if I hang around.

Cineworld?

Haven’t they basically gone bust this week?

They closed cinemas in the US and UK temporarily. Clearly they haven't gone bust yet.

That could be a bloody long ‘temporarily’

I bought netflix on that news.

It is temporary. The only risk is they dilute. They aren’t going bust. Wtf else is the landlord doing with the site.

Big risk of dilute imo
or takeover which would rocket the price. But i'll wait and see for a while.
However with winter setting in in the northern hemisphere US UK etc and not alot to do I see Netflix and Peloton growing. If a wonder drug/cure is released I will sell both straight away or at least reduce netflix.

Here’s the rub. Netflix is a beast and has been for many years. It’s cheaper than a Starbucks to subscribe.

[Luke.]

Yes, but people are bored of sitting in front of their TVs, want to get out. Bored of the content on Netflix and crave new blockbuster films in a blockbuster environment. Cinema is also a cheap night out that's survived every recession and every technological advance. Cine should be OK.

[vulture1]

Burwood said:

Here’s the rub. Netflix is a beast and has been for many years. It’s cheaper than a Starbucks to subscribe.

Oops meant to say reduce peloton. World opens up proper Peloton will be a passing fad imo, Netflix should keep going.

[Witchfinder]

Luke. said:

Yes, but people are bored of sitting in front of their TVs, want to get out. Bored of the content on Netflix and crave new blockbuster films in a blockbuster environment.

Don't mistake your own sentiment for what everyone else wants to do. I saw Tenet on IMAX for under a tenner. Great film, Christopher Nolan, surefire hit. Yet it's barely scraped $300m worldwide, on a $200m budget.

[Luke.]

Witchfinder said:

Don't mistake your own sentiment for what everyone else wants to do. I saw Tenet on IMAX for under a tenner. Great film, Christopher Nolan, surefire hit. Yet it's barely scraped $300m worldwide, on a $200m budget.

I'm not. I personally can't stand the cinema and all those noisy little food munching morons.

[guindilias]

I'm still largely out of the market, but wouldn't buy Netflix over earnings - I think the gain is very much priced in already.

[Chilly for June]

Looking for a bit of help.

I bought into Draft Kings at $35. SP went all the way up to $62 then on Monday started dropping and didn't stop all week.

It's down 23% in a week.

Looking online I found this

https://www.google.com/amp/s/www.bloomberg.com/amp...

I thought on Monday the dip started due to the Covid cases in the NFL but seems that wasn't the case.

Is anyone able to give and opinion on whether I should cash out now (roughly 50% profit down on what I could of made last week) or hang on for the sale and they should go to at least $52?

I'm a bit confused by the whole thing tbh.

Thanks.

[Gargamel]

Chilly you are unlikely to get anyone to specifically advise you on what to do here.

The market or any individual share can change and its an unpredictable, volatile market.

What’s your attitude to risk ? If you are in it for the rollercoaster then hang on. If you have something better to do with the money, then sell.


I have the same problem, I have some gains, but if I cash out, then where else should I invest it.

[Burwood]

Chilly for June said:

Looking for a bit of help.

I bought into Draft Kings at $35. SP went all the way up to $62 then on Monday started dropping and didn't stop all week.

It's down 23% in a week.

Looking online I found this

https://www.google.com/amp/s/www.bloomberg.com/amp...

I thought on Monday the dip started due to the Covid cases in the NFL but seems that wasn't the case.

Is anyone able to give and opinion on whether I should cash out now (roughly 50% profit down on what I could of made last week) or hang on for the sale and they should go to at least $52?

I'm a bit confused by the whole thing tbh.

Thanks.

It's falling because they've diluted the shareholding and core shareholders are cashing in which is a sign that may not have great confidence in their company. It's trading at $48 vs the offering at $52 because the market thinks the Board will continue to offer even more shares. You have a decent profit today. Will it be more or less in the coming weeks? Put it this way, the odds of it going back to $60 anytime soon are slim.

And what gargamel above says is spot on-do you have other opportunities to exploit with the money?

Edited by Burwood on Saturday 10th October 14:02

[GliderRider]

Just noticed that my Mother's holding in Kromek Group (KMK) went up 23% yesterday after a more or less continuous drop since May/June. They make radiation detectors and appear to have made a fully automated air sampling device which can check for pathogens.

[Chilly for June]

Burwood said:

Chilly for June said:

Looking for a bit of help.

I bought into Draft Kings at $35. SP went all the way up to $62 then on Monday started dropping and didn't stop all week.

It's down 23% in a week.

Looking online I found this

https://www.google.com/amp/s/www.bloomberg.com/amp...

I thought on Monday the dip started due to the Covid cases in the NFL but seems that wasn't the case.

Is anyone able to give and opinion on whether I should cash out now (roughly 50% profit down on what I could of made last week) or hang on for the sale and they should go to at least $52?

I'm a bit confused by the whole thing tbh.

Thanks.

It's falling because they've diluted the shareholding and core shareholders are cashing in which is a sign that may not have great confidence in their company. It's trading at $48 vs the offering at $52 because the market thinks the Board will continue to offer even more shares. You have a decent profit today. Will it be more or less in the coming weeks? Put it this way, the odds of it going back to $60 anytime soon are slim.

And what gargamel above says is spot on-do you have other opportunities to exploit with the money?

Edited by Burwood on Saturday 10th October 14:02

Cheers guys.

I should of checked the news earlier in the week and I would of got out earlier. I now "want" to get out but feel like I'm losing money rather than making it even though I am!

You live and you learn. I knew I should of cashed out at $60 lol

[Gargamel]

Chilly for June said:

Cheers guys.

I should of checked the news earlier in the week and I would of got out earlier. I now "want" to get out but feel like I'm losing money rather than making it even though I am!

You live and you learn. I knew I should of cashed out at $60 lol

I feel the same way about Tesla, should have got out at $500, but its always easy to look at the peak and the trough on the chart and get sentimental or regretful.

Investing is as much about managing your emotions as it is about know stuff about companies.

[Chilly for June]

Gargamel said:

Chilly for June said:

Cheers guys.

I should of checked the news earlier in the week and I would of got out earlier. I now "want" to get out but feel like I'm losing money rather than making it even though I am!

You live and you learn. I knew I should of cashed out at $60 lol

I feel the same way about Tesla, should have got out at $500, but its always easy to look at the peak and the trough on the chart and get sentimental or regretful.

Investing is as much about managing your emotions as it is about know stuff about companies.

Hurts doesn't it.....

It's hard when your riding the wave up and you just can't see it stopping. I felt like I had got in early on a stock I had researched and liked and it just kept going up but will remember this lesson. I will probably wait to see what it does at open on Monday and then bail out if needed. Keep hoping it will really back to $52 but not sure that will happen.

Another reason I didn't want to bail out when it started dropping this week is I have bailed out to many times with other stocks I have had that have gone on to do really well. I thought paintence was the key but this time it has cost me....

[bad company]

Chilly for June said:

Hurts doesn't it.....

It's hard when your riding the wave up and you just can't see it stopping. I felt like I had got in early on a stock I had researched and liked and it just kept going up but will remember this lesson. I will probably wait to see what it does at open on Monday and then bail out if needed. Keep hoping it will really back to $52 but not sure that will happen.

Another reason I didn't want to bail out when it started dropping this week is I have bailed out to many times with other stocks I have had that have gone on to do really well. I thought paintence was the key but this time it has cost me....

When a stock goes up like that the clever way is to take out the money you invested and leave the profit to see where it goes. On 1 or 2 occasions I’ve actually remembered to do this.

[guindilias]

I pretty much trade over earnings only, and have been bitten badly a good few times, but have made a lot even more times. Tesla made me a stack sometimes - they were plummeting and I just had a feeling that the eejit Musk might pull a rabbit out of the hat - and he did. I think they went up 17% that time and I was using x10 leverage on IG or Etoro, can't remember which.
I don't really use Etoro any more, their margins are huge. Made a good bit that day, but still wouldn't buy one of his rubbish cars.

[naturals]

GliderRider said:

Just noticed that my Mother's holding in Kromek Group (KMK) went up 23% yesterday after a more or less continuous drop since May/June. They make radiation detectors and appear to have made a fully automated air sampling device which can check for pathogens.

I think this company was discussed in the Investor's Chronicle podcast this week.