Share tips thread (Vol 2)

[Tuna]

g4ry13 said:

If you're concerned about a bankruptcy statement then buy a bank which is too big to fail?

I'm in on Barclays

[egomeister]

MikeStroud said:

egomeister said:

MikeStroud said:

g4ry13 said:

Poisson96 said:

After the speech, I now welcome the abuse I deserve. Airlines are not a good idea I don't think

EZJ will probably go up 5% tomorrow.

Well two contradictory views there!

I am quite heavy in airlines (IAG, EasyJet, RyanAir, Rolls-Royce, Airbus, Boeing). I have a horrible feeling tomorrow may be a bloodbath for me short term! Long term will be fine though imo.

Why so heavily in on aviation? I agree it'll bounce back long term, but I don't see the attraction of the sector for now.

I took a gamble that Johnson's speech would open travel up a bit more... it didn't. My risk has failed at least for now. So these will just have to sit and wait til better times come and recover which I believe they will.

I also took a gamble on food/drink like Wetherspoons for example. That also wasn't improved by Johnson's speech yesterday. So again those will sit in the "long term" pile.

Fortunately my cars/banking/construction shares are doing better.

In reality you go mad if you just keep looking every day, for me it is better to buy and forget and look in a years time !

Aviation/hospitality/automotive/banking/construction! That's a portfolio really looking for a V shaped recovery - brave call!

[kiethton]

Tuna said:

g4ry13 said:

If you're concerned about a bankruptcy statement then buy a bank which is too big to fail?

I'm in on Barclays

All well and good having all that capital deployed, thing is they don’t actually make a return on it. Wouldn’t also surprise me if the government launched another “Mis-selling” PPI type action off the back of this crisis while further QE, in effect helicopter money...

[Burwood]

kiethton said:

Tuna said:

g4ry13 said:

If you're concerned about a bankruptcy statement then buy a bank which is too big to fail?

I'm in on Barclays

All well and good having all that capital deployed, thing is they don’t actually make a return on it. Wouldn’t also surprise me if the government launched another “Mis-selling” PPI type action off the back of this crisis while further QE, in effect helicopter money...

I have to agree. Sorry but I see no scenario where Barclays is an investment. They are neck deep in poo. They havnt event paid the outstanding fines which will come. And wait until the bounce back loan fiasco hits the tap.

[Shnozz]

Burwood said:

I have to agree. Sorry but I see no scenario where Barclays is an investment. They are neck deep in poo. They havnt event paid the outstanding fines which will come. And wait until the bounce back loan fiasco hits the tap.

I can't see how banks are at any risk with these bounce back loans? Please elaborate (genuinely - I havent read into it much). Seemed like the government was backing the whole lot and just seemed another easy money for the banks on the face of it.

[Burwood]

Shnozz said:

Burwood said:

I have to agree. Sorry but I see no scenario where Barclays is an investment. They are neck deep in poo. They havnt event paid the outstanding fines which will come. And wait until the bounce back loan fiasco hits the tap.

I can't see how banks are at any risk with these bounce back loans? Please elaborate (genuinely - I havent read into it much). Seemed like the government was backing the whole lot and just seemed another easy money for the banks on the face of it.

The ones that facilitate or the ones that don’t
More bad press. Anyway that’s the least of their problems.

[bigweb]

So if you were going to invest in a bank for the next 12 months where would your money go if not Barclays? RBS?

[Burwood]

bigweb said:

So if you were going to invest in a bank for the next 12 months where would your money go if not Barclays? RBS?

Why a uk bank. Santander before Barclays. RBS before Barclays. Banks generally won’t make money for a long time, all imo

[egomeister]

bigweb said:

So if you were going to invest in a bank for the next 12 months where would your money go if not Barclays? RBS?

On deposit, or buying equity?

[bad company]

Burwood said:

bigweb said:

So if you were going to invest in a bank for the next 12 months where would your money go if not Barclays? RBS?

Why a uk bank. Santander before Barclays. RBS before Barclays. Banks generally won’t make money for a long time, all imo

Barclays has a sizeable investment bank which should help it to outperform the others imo. Having said that I’ve been wrong lots of times before.

[bigweb]

egomeister said:

On deposit, or buying equity?

Equity obvs 😂

[Tuna]

bad company said:

Barclays has a sizeable investment bank which should help it to outperform the others imo. Having said that I’ve been wrong lots of times before.

It's the investment side that makes them attractive. Retail is certainly in a mess, though they're doing more than most to try to find other avenues (go visit one of their Eagle Labs ventures, quite interesting places).

[Aiminghigh123]

Sold my MTFB at 0.96 don’t think it will get above 1 today

[BoRED S2upid]

Burwood said:

Why a uk bank. Santander before Barclays. RBS before Barclays. Banks generally won’t make money for a long time, all imo

They don’t have to make money for you to make money on the stock. People just need to think they are safe and will do well.

[*Badger*]

Aiminghigh123 said:

Sold my MTFB at 0.96 don’t think it will get above 1 today

I've set a partial sell at 1p to release my original investment and the shares that will remain will therefore be "free".

I've done the same with PHE too. (albeit with a lot more profit)

I'm looking to reinvest both of those original stakes into RR.

[anonymous-user]

bad company said:

Burwood said:

bigweb said:

So if you were going to invest in a bank for the next 12 months where would your money go if not Barclays? RBS?

Why a uk bank. Santander before Barclays. RBS before Barclays. Banks generally won’t make money for a long time, all imo

Barclays has a sizeable investment bank which should help it to outperform the others imo. Having said that I’ve been wrong lots of times before.

Burwood's comments echo those from people I know senior in the industry (heading towards zero interest rates, no way to make money, recession will create bad debts etc etc) and as I have a few bank shares he spooked me to sell my Barclays first thing.... they've been up so far today from when I sold !!

[elanfan]

Nice little profit for the institutional investor in MTFB. They had a placing of 16250000 shares at 0.4p and will have doubled their money in a week. Great work if you can find it!

[g4ry13]

Peloton still seems to have a bit of pop in it and still going up. I thought it would drop away after earnings but has held up fairly well. It's going to be a tough decision if/when $50 gets close.

I still need to close Boohoo off but maybe i'll aim for £4. £3.70 was tempting the other day.

I took another FTSE trade this week and got about 100 points out of it. It will be interesting to see whether it can move above 6000 and hold or if it's going to bounce around for the next week.

There's some US tech stocks which have been doing rather well (Fastly, Trade Desk, Slack) which I have been keeping an eye on. Think maybe i missed the boat there. Tech stocks seem to be doing exceptionally well....

[Meeten-5dulx]

*Badger* said:

I've set a partial sell at 1p to release my original investment and the shares that will remain will therefore be "free".

I've done the same with PHE too. (albeit with a lot more profit)

I'm looking to reinvest both of those original stakes into RR.

These seem to have taken an uptick this morning.
All this chat of a link with Lamellar Biomedical seems to have gathered some more momentum.

Going to leave a limit order and see if it gets there - take my cash out and reduce exposure (and obv potential upside)

[*Badger*]

Meeten-5dulx said:

These seem to have taken an uptick this morning.
All this chat of a link with Lamellar Biomedical seems to have gathered some more momentum.

Going to leave a limit order and see if it gets there - take my cash out and reduce exposure (and obv potential upside)

Agreed, I set a limit order at 1p yesterday to do a partial sell on MTFB and i'm glad it didn't trigger. The chat on LSE as annoying as it is to read, is all positive.