Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

GliderRider

2,090 posts

81 months

Tuesday 24th July 2018
quotequote all
I wish I had seen ReaperCushion's advice earlier. I bought Blue Prism yesterday... :-(

Fevertree are up over 13% today. They have gone up 128% since I bought in June last year. How long is this sustainable?


Jambo85

3,319 posts

88 months

Tuesday 24th July 2018
quotequote all
GliderRider said:
Fevertree are up over 13% today. They have gone up 128% since I bought in June last year. How long is this sustainable?
Trying to understand this myself.

Dividend is about 10p/share which is about 0.25%...

Earnings per share is 4x that, presumably it is being reinvested in growth.

Is the thinking that the rate of growth will continue along with profits and then once it tapers off all can be returned to shareholders.. But even if profits double and all is returned as a dividend that still is only a 2% return.

Happy to be educated - usually my (basic) analysis of fundamentals leads to me ignoring good performers like FEVR and buying oil companies that end up performing poorly.

yajeed

4,892 posts

254 months

Tuesday 24th July 2018
quotequote all
NCCL still doing very well.

Significant news expected in July too (tariff agreement then binding agreement with partners), which if as expected would mean further gains.

I’m hoping I’ve backed the right horse (for a change!)

bmwmike

6,947 posts

108 months

Tuesday 24th July 2018
quotequote all
shopper150 said:
Nice pop for GOOG after hours. I’ve got a small amount in my portfolio that I purchased at around 550 after it had dropped to that down from 770ish if I recall correctly. Which I had bought more!
GOOG and AMZN flying at the moment. My two best returns by far. So far. But for how long.. who knows. I don't even know what would be fair value? It's like dot com bubble.

limpsfield

5,884 posts

253 months

Tuesday 24th July 2018
quotequote all
GliderRider said:
I wish I had seen ReaperCushion's advice earlier. I bought Blue Prism yesterday... :-(
+3% today.

i would ignore internet advice. Otherwise we would all still be hodling bitcoin.

ReaperCushions

6,014 posts

184 months

Tuesday 24th July 2018
quotequote all
limpsfield said:
GliderRider said:
I wish I had seen ReaperCushion's advice earlier. I bought Blue Prism yesterday... :-(
+3% today.

i would ignore internet advice. Otherwise we would all still be hodling bitcoin.
I couldn't agree more... chance are I am very wrong indeed, and I hope I am as you are holders.

My advice was more long-term, by the way, no reason it won't continue to rise in the short term. But again... I could be and probably am, totally wrong.

ATM

18,285 posts

219 months

Wednesday 25th July 2018
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limpsfield said:
Otherwise we would all still be hodling bitcoin.
I never did but the chart is starting to look interesting for a rise now.

shopper150

1,576 posts

194 months

Wednesday 25th July 2018
quotequote all
bmwmike said:
shopper150 said:
Nice pop for GOOG after hours. I’ve got a small amount in my portfolio that I purchased at around 550 after it had dropped to that down from 770ish if I recall correctly. Which I had bought more!
GOOG and AMZN flying at the moment. My two best returns by far. So far. But for how long.. who knows. I don't even know what would be fair value? It's like dot com bubble.
It certainly is a nice bubble, if we can get in and out before it bursts.

FB reporting tonight....

ReaperCushions

6,014 posts

184 months

Wednesday 25th July 2018
quotequote all
shopper150 said:
FB reporting tonight....
Doesn't look like thats gone well. Down 20% right now.

Buy the dip!

shopper150

1,576 posts

194 months

Wednesday 25th July 2018
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ReaperCushions said:
Doesn't look like thats gone well. Down 20% right now.

Buy the dip!
That's certainly some drop!

emicen

8,585 posts

218 months

Thursday 26th July 2018
quotequote all
Be interesting to watch when the market opens properly.

Get the feeling a good number of investors in Facebook are not institutional ones, will they wobble and sell?

twinturboz

1,278 posts

178 months

Thursday 26th July 2018
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Hedge fund favorite. It will bounce at least for a dead cat at minimum, but of course this could never happen to Tesla holders tongue out.


shopper150

1,576 posts

194 months

Thursday 26th July 2018
quotequote all
At 24% drop after hours is incredible for a company of this size!
I've got an average cost of $181, do you think it will bounce higher than that?

twinturboz

1,278 posts

178 months

Thursday 26th July 2018
quotequote all
shopper150 said:
At 24% drop after hours is incredible for a company of this size!
I've got an average cost of $181, do you think it will bounce higher than that?
You've got to stick to the trade plan you had when you took on the trade, with respect to your risk and stop etc.

My play is purely for a quick bounce and out either works or doesn't.

I got in $171 yesterday reason being, reversal over $165.35 which was the 76.4% fib retrace of the last leg up from the ~149 lows last may.
A break of 163 takes you to the 5 year trend line at around 155 and should that break my next level would be $130.

For the bounce I'm looking for $185.16/191.53 /197.90/205.78 doubt the last 2 targets get hit on my timeframe for this trade but in time who knows. Any new lows from overnight and I'm out of there.

But in short mate stick to what ever system your using and more importantly stick to your predefined risk.

shopper150

1,576 posts

194 months

Thursday 26th July 2018
quotequote all
twinturboz said:
You've got to stick to the trade plan you had when you took on the trade, with respect to your risk and stop etc.

My play is purely for a quick bounce and out either works or doesn't.

I got in $171 yesterday reason being, reversal over $165.35 which was the 76.4% fib retrace of the last leg up from the ~149 lows last may.
A break of 163 takes you to the 5 year trend line at around 155 and should that break my next level would be $130.

For the bounce I'm looking for $185.16/191.53 /197.90/205.78 doubt the last 2 targets get hit on my timeframe for this trade but in time who knows. Any new lows from overnight and I'm out of there.

But in short mate stick to what ever system your using and more importantly stick to your predefined risk.
Thanks, I definitely need to work on robust planning. Buy the dip about as far as it goes most of the time!

FB - Steady as she goes....

bmwmike

6,947 posts

108 months

Thursday 26th July 2018
quotequote all
Wonder what amazon's results will look like. They had that glitch n all.

ReaperCushions

6,014 posts

184 months

Thursday 26th July 2018
quotequote all
bmwmike said:
Wonder what amazon's results will look like. They had that glitch n all.
Last bastion of hope for FANG stocks

https://www.cnbc.com/2018/07/26/worlds-most-crowde...


bmwmike

6,947 posts

108 months

Thursday 26th July 2018
quotequote all
ReaperCushions said:
bmwmike said:
Wonder what amazon's results will look like. They had that glitch n all.
Last bastion of hope for FANG stocks

https://www.cnbc.com/2018/07/26/worlds-most-crowde...
If amazon do a Facebook and drop 19% I'll be taking out a second mortgage to buy more.

Maybe

shopper150

1,576 posts

194 months

Thursday 26th July 2018
quotequote all
bmwmike said:
If amazon do a Facebook and drop 19% I'll be taking out a second mortgage to buy more.

Maybe
The risk is that the whole sector or market reevaluates valuations. It wasn’t so long ago that AMZN was at 680ish and even with its earnings today that could be valued as expensive.

Maybe.





Edited by shopper150 on Thursday 26th July 18:46

ReaperCushions

6,014 posts

184 months

Thursday 26th July 2018
quotequote all
bmwmike said:
ReaperCushions said:
bmwmike said:
Wonder what amazon's results will look like. They had that glitch n all.
Last bastion of hope for FANG stocks

https://www.cnbc.com/2018/07/26/worlds-most-crowde...
If amazon do a Facebook and drop 19% I'll be taking out a second mortgage to buy more.

Maybe
Down $50 already today..... my guess is that its a small sell off based on fears of a drop like facebook.

However, it could be a final chance to buy in before another skyrocket.

I'm staying out for now, but like you... I'd be very tempted to jump in on a big dip if it happens.

Earnings are released tonight after hours... so lets see!