Share tips thread (Vol 2)

[g4ry13]

Aiminghigh123 said:

g4ry13 said:

Tuna said:

g4ry13 said:

For the average person who has no amazing trading / investing ability or risk averse then it's a good way to do it. I'm fairly confident to bet that if you invested in the FTSE and checked your performance in 10 years that you would have made rather than lost money contrary to your opinion.

Tuna did not want exposure to a company releasing a statement. So unless you have a crystal ball or Nostradamus it's rather hard to pick a stock which is going to perform well in the long run and not be exposed.

That's a bit of an extreme interpretation of my post - My expectation is that in the short term stocks on the volatile list are going to be volatile - so if I buy in, I'm going to aim to find companies that have enough in them to last for the year or two that I think it's going to take to get over covid. The announcement I'm trying to avoid is "sorry lads, we're bankrupt". Then, I'm not going to fret about short term up and down - because I'm not smart enough to catch every bounce. Whilst a lot of the airlines/transport companies are heavily down, I'm going to pick and choose and not go too heavily in on any one organisation.

EasyJet look to me like they're in for the long haul, and I'm watch RollsRoyce for similar reasons.

Shell and Centric are on my radar as energy companies that should weather the storm - still need to find out more about the latter.

And for diversity, City Of London Investment Trust look like a possibility, as does Associated British Foods

Annoyingly, I missed out on Fevertree Drinks, and still can't make up my mind on Unilever...

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

Wasn’t that what they thought about Lehman brothers?

Barings Bank? One trader took that down.


Surely any company can fail

No, not really - that's an apples and oranges situation. Lehman was an investment bank with their HQ in the US. US government is different to UK government.

No UK government is ever going to let a bank based in the UK sitting on a lot of deposits fail. Natwest/RBS/Barclays/Lloyds aren't going anywhere any time soon in my opinion.

[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)