Suggestions for a speculative punt?

csgohan4

Thrugelmir said:

csgohan4 said:

What the hell is going on the market today, looks like a massacre

Called a correction. The herd is stampeding for the exits. That's inexperienced investors for you. Panic sets in. When losses become painful. 

Yeah i'm one of them, bailing out of inrg sadly. I don't feel comfortable losing more than 20% of any of my investments, I did the same with CINE but that bounced up. But everything is good in hindsight isn't it

Surely their not all going into recovery stocks? IAG, RR, all down today

adindas

Voyager2002 said:

What do people think of semi-conductors? A recent BBC programme mentioned two companies that are now struggling to meet demand: Taiwan Semiconductor and the Dutch ASML (who make the capital equipment that is used to manufacture chips). A highly cyclical sector, but one that seems to be on an up-swing right now.

Investing in semiconductor, chips, is a no brainer. There is currently a huge shortage that will hold back the EV sector, Autonomous driving, IoT, etc

The lead of the pact is definitely AMD, NVIDIA, and intel (to some extends) etc

csgohan4

adindas said:

Voyager2002 said:

What do people think of semi-conductors? A recent BBC programme mentioned two companies that are now struggling to meet demand: Taiwan Semiconductor and the Dutch ASML (who make the capital equipment that is used to manufacture chips). A highly cyclical sector, but one that seems to be on an up-swing right now.

Investing in semiconductor, chips, is a no brainer. There is currently a huge shortage that will hold back the EV sector, Autonomous driving, IoT, etc

The lead of the pact is definitely AMD, NVIDIA, and intel (to some extends) etc

I would have said the boat had sailed for Nvidia 1-2 months ago, but with the market correction, away from tech, now would be a reasonable time to invest

TSMC would be a good shout as well, which is common place in some EM fund/IT's

DYOR

dave8204

Thrugelmir said:

Called a correction. The herd is stampeding for the exits. That's inexperienced investors for you. Panic sets in. When losses become painful. 

I've been through a few of these now and after a while if you're a seasoned investor you know that's just the way it is and to sit it out. Scottish Mortgage (and me with it) is taking a tanking right now so a good time to put a few quid in. There's currently a knee-jerk reaction against the kind of stocks it owns but they know their stuff and a bit of froth,ok quite a lot,needed to be blown off of many of them. All I've lost is part of my gains over the last few months,overall I'm still very happy. Yes it's still painful but if you can't handle the odd bit of drama you really shouldn't be investing as it will make you a nervous wreck. Too many people ignore the "investments are long-term" and "don't invest any more than you can afford to lose thing" .

Thrugelmir

csgohan4 said:

Thrugelmir said:

csgohan4 said:

What the hell is going on the market today, looks like a massacre

Called a correction. The herd is stampeding for the exits. That's inexperienced investors for you. Panic sets in. When losses become painful. 

Yeah i'm one of them, bailing out of inrg sadly. I don't feel comfortable losing more than 20% of any of my investments, I did the same with CINE but that bounced up. But everything is good in hindsight isn't it

As investors we all never stop learning. Making mistakes along the way is par for the course. There's some good companies in INRG. Once they drop a little lower I might consider buying back in again to some individual stocks. 

adindas

csgohan4 said:

adindas said:

Voyager2002 said:

What do people think of semi-conductors? A recent BBC programme mentioned two companies that are now struggling to meet demand: Taiwan Semiconductor and the Dutch ASML (who make the capital equipment that is used to manufacture chips). A highly cyclical sector, but one that seems to be on an up-swing right now.

Investing in semiconductor, chips, is a no brainer. There is currently a huge shortage that will hold back the EV sector, Autonomous driving, IoT, etc

The lead of the pact is definitely AMD, NVIDIA, and intel (to some extends) etc

I would have said the boat had sailed for Nvidia 1-2 months ago, but with the market correction, away from tech, now would be a reasonable time to invest

TSMC would be a good shout as well, which is common place in some EM fund/IT's

DYOR

It is an utter misconception when you see the stock price has gone up and you think you should not buy it. Just look at Amazon, FB, MSFT, Apple, Google compare it to a few years ago, but people keep buying it at the current price because they know that it will keep going up.People buy it for new entry or DCA whne there is a dip.

Of course, it is always good if you board earlier. But keep in mind those who get iin earlier were also taking more risk and now be rewarded. It is exactly the same reason why the people did not want to get in earlier. When they see the precise has gone up and making the run, they say they have missed the boat and wish they would have bought it at the old price.

But if the boat has sailed does not mean you cannot board. As long as the boat has not arrived you could still have the chance to catch but you will need to pay more for this. Better late and never.

The stock market correction like this is the chance to get in if you have not got exposure to the semiconductor, chips.

sevenhills

adindas said:

It is an utter misconception when you see the stock price has gone up and you think you should not buy it.

Surely a professional should not be looking at the ups and downs, but things like -

Revenue (£m)
Profit before tax (£m)
Adjusted EPS (p):
P/E ratio
PEG
EPS growth (%)

Steve182

Many of mine have been decimated past couple of weeks, a few are still standing up very well. 

I didn't sell any during the "Covid crash" of 20' and have sold none during the downturn this year.

If you start panicking every time there is a correction (and miss the relief rally) I think you will get yourself into a right mess!

adindas

sevenhills said:

adindas said:

It is an utter misconception when you see the stock price has gone up and you think you should not buy it.

Surely a professional should not be looking at the ups and downs, but things like -

Revenue (£m)
Profit before tax (£m)
Adjusted EPS (p):
P/E ratio
PEG
EPS growth (%)

That ratio is suitable for long established mature companies. It is not suitable for growth companies as you could not calculate that ratios.

You will need to read discussion on this thread What about if they have not got that figures.

Are the fund managers from BlackRock, ARK Invest Baily Gifford, Baron Capital not professionals?

They are investing in the companies who has not seen a profit for a few years to come because they know the company are using money to grow the business.

benbay001

Thats simply not true adindas.

Take the company you are interested in, open Excel, grow their earnings by a percentage that you think would be reasonable (20%? 30%?) for 10 years, and it will give you a "best guess" earnings figure for 10 years time. You can then apply an earning multiple to that figure that will give you a fair price in 10 years.
Work out what return you wish to make per year and you can then calculate what price you would need to pay today, to achieve that return.
I bet you get a nice shock at the sort of growth thats priced into alot of the "tech" companies.
"It is not suitable for growth companies as you could not calculate that ratios." Welcome to 1999.