What’s your big gamble? (Volume 3)

[Adam.]

Bloodbath on small caps and EV/lithium stuff today, mine holding up ok but might by some more from other things

[vulture1]

Adam. said:

Bloodbath on small caps and EV/lithium stuff today, mine holding up ok but might by some more from other things

Yeah.

Feels like the US has given up on the renewables drive.

[Muffster]

Earlier in the week i debated to go to MNZS or TUI.
My decision making process is terrible!

As for TED, after being continually disappointed by Boo is it too late to get in TED, i believe they are expecting an RNS next week?

[petemurphy]

Chris Type R said:

I have Monday down as a possible start date in terms of expecting trial results ?

ive had every monday down since last july tbh!

[ALawson]

Muffster said:

Earlier in the week i debated to go to MNZS or TUI.
My decision making process is terrible!

As for TED, after being continually disappointed by Boo is it too late to get in TED, i believe they are expecting an RNS next week?

Rueing TED two days in a row now. Well done for those getting in the last 3 days.

[ferrisbueller]

vulture1 said:

Adam. said:

Bloodbath on small caps and EV/lithium stuff today, mine holding up ok but might by some more from other things

Yeah.

Feels like the US has given up on the renewables drive.

Biden's infrastructure bills need to get through and we're still months off that.

I'm waiting to top up on CCIV and jump into Arrival.

[TheHangingJudge]

Chris Type R said:

Been wondering if I should add some LLOY - spotted this article earlier - https://www.proactiveinvestors.co.uk/companies/new...

I have BARC and INVP already.

(In a non gambling way)

Recently upped my holding of Lloyds, partly achieved by selling Barclays, now makes up c 10% of my portfolio. As you say not a gamble, and sentiment does appear to be going its way. Can’t see any reason why it won’t get back to pre Covid price fairly quickly which is c35-40% with dividends along the way if it’s not that quick, what’s not to like?

[Chris Type R]

TheHangingJudge said:

Chris Type R said:

Been wondering if I should add some LLOY - spotted this article earlier - https://www.proactiveinvestors.co.uk/companies/new...

I have BARC and INVP already.

(In a non gambling way)

Recently upped my holding of Lloyds, partly achieved by selling Barclays, now makes up c 10% of my portfolio. As you say not a gamble, and sentiment does appear to be going its way. Can’t see any reason why it won’t get back to pre Covid price fairly quickly which is c35-40% with dividends along the way if it’s not that quick, what’s not to like?

I held them between Apr '20 & Nov '20 and got rid of (having booked a small profit) due to their recovery seeming relatively slow. As you say, sentiment generally and toward them seems sufficiently positive to consider a LTH.

[vulture1]

Muffster said:

Earlier in the week i debated to go to MNZS or TUI.
My decision making process is terrible!

As for TED, after being continually disappointed by Boo is it too late to get in TED, i believe they are expecting an RNS next week?

I have menzies on a watch list I think they will take a hit with summer holidays being a non event (imo) back to 260p ish is my target. If not well theres 10.000s of other companies out there.

[Phooey]

ARB. CCIV. Love hate relationship with these 2 stocks, really want to fk them off but also want to buy more. Now down on ARB as well as CCIV

[cheeky_chops]

Doubled down on some ARB so my avg is 205 now

FAR causing me concern as bought a barrow load and its close to my stop loss....

[indestructible focus]

Skyedriver said:

Bought into TED & TUI last week, thank you to whomever tipped those.

TED, was me. Happy to hear many got on the train. These unloved covid recovery plays are harder to come by.
Quite the number of stocks you have Skye, fair play too much to manage for me.
Ohh I bought tesco too today 224, bounced off long term trend line. Ex div soon aswell.

[JustinF]

cheeky_chops said:

Doubled down on some ARB so my avg is 205 now

FAR causing me concern as bought a barrow load and its close to my stop loss....

Think the ARB move is smart might top mine up, just think people into crypto sold to buy coinbase and it'll bounce back.

[Adam.]

cheeky_chops said:

Doubled down on some ARB so my avg is 205 now

FAR causing me concern as bought a barrow load and its close to my stop loss....

I think FAR is one of more few stocks I am most confident about, but with my track record I’d take that with a bucket of salt

[petemurphy]

ferrisbueller said:

Biden's infrastructure bills need to get through and we're still months off that.

I'm waiting to top up on CCIV and jump into Arrival.

oooh hadnt realised arrival had floated - the company is based near me and seems to be doing v well. whats the thoughts here - is it at a low etc?

[petemurphy]

rns bingo has been very poor this week not sure ive had a single announcement

[ALawson]

petemurphy said:

rns bingo has been very poor this week not sure ive had a single announcement

You obviously should have bought some Helium One earlier in the week.

On another note TILs and SNG still looking like ace LTHs at the moment. (not). Now do I wade in with both feet into TED this morning or not ;

[RichTT]

UK/EU all doing well for me. And then NASDAQ opens and I get a kick in the teeth. CRTX, BDTX and TIGR all down massive since I bought in. Swallowing almost all of my other gains.

[Skyedriver]

ALawson said:

Now do I wade in with both feet into TED this morning or not ;

I'm 20% up on TED in 8 days. Thanks to Indestructible's tip.

that sort of quick gain worries me that it may reverse but I'm staying in for the moment.
I've got a few companies who are going nowhere and wondering if I should jump ship but more into TED? Not sure.
I'm 40% up on Bellway over the months. It's approaching previous top level but wondering if it's still got far to go.
Investec is another that has done well, 14% in the last month, another good tip from a PHer. Wondering how much further that has to go and should my AIM dribblers be dumped in favour of one of these bigger players.

Edited by Skyedriver on Friday 16th April 08:31

[indestructible focus]

Skydriver
"I'm 20% up on TED in 8 days. Thanks to Indestructible's tip.

that sort of quick gain worries me that it may reverse but I'm staying in for the moment."


I feel your fear, however you have to look at other stocks in a similar situation and to an extent the recovery trade stocks.

The similar situation i talk of is unloved/forgotten stocks, i.e. CARD at 30p/40p, Stagecoach and other domestic travel stocks, international travel stocks, MCRO, CINE, Greggs, Pubs, ten entertain etc. Once these stocks start moving they do so at great pace as people see the value after it being on the daily top riser board and the key point to note is rarely do they pull back with any strength bit of sideways movement then next leg up.

Too summarise stay long and strong on the recovery trade, not advise of course it's been/is an easy trade ignore the risky EV/penny stocks/Marcus Rashford (EUA the free meal ticket).
p.s. Costain still looks too cheap fundamentally, another slow riser that should break out and rerate one day...
IF

Edited by indestructible focus on Friday 16th April 09:11