Suggestions for a speculative punt?

kinger101

adindas said:

kinger101 said:

adindas said:

barnstar2077 said:

adindas said:

jjdc said:

For me, and I've done weeks/months of research / reading, but dyor (I have shares invested in each apart from amigo):
'Safeish long term punt' - AMD, amazing new cpus, finally releasing a  decent GPU, their chips are in next gen consoles, unlikely Nvidia will purchase ARM, taking server market share from intel. I've had a nice 10% rise last week already, expecting it to hit $70 by xmas
'Gamble' - Amigo, if it gets back to 6p, could easily go back to 10p+ on merest whiff of good news (or it could go chebs up, will disappear), main shareholder dumping his shares at 1% a day, august will be an interesting month.
Potential life changer - Avacta, I'm hoping it to at least double over next month or two. Been trading at £1.20 -> £1.40 for last few weeks, been following these and novacyt for months - news expected imminently  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in very good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

I'd be more interested to know how their GPU business stacks up against NVIDIA. I see more growth potential in AI.

You prefer to invest when they are having a dip, or to invest in a company who you believe is unfairly punished and therefore will have an upside potential to rebounce back to make a huge gain.

The problem with that strategy is you can't be sure whether the price at the next dip will be below the current price.  It's not like watching the tides.

adindas

kinger101 said:

adindas said:

kinger101 said:

adindas said:

barnstar2077 said:

adindas said:

jjdc said:

For me, and I've done weeks/months of research / reading, but dyor (I have shares invested in each apart from amigo):
'Safeish long term punt' - AMD, amazing new cpus, finally releasing a  decent GPU, their chips are in next gen consoles, unlikely Nvidia will purchase ARM, taking server market share from intel. I've had a nice 10% rise last week already, expecting it to hit $70 by xmas
'Gamble' - Amigo, if it gets back to 6p, could easily go back to 10p+ on merest whiff of good news (or it could go chebs up, will disappear), main shareholder dumping his shares at 1% a day, august will be an interesting month.
Potential life changer - Avacta, I'm hoping it to at least double over next month or two. Been trading at £1.20 -> £1.40 for last few weeks, been following these and novacyt for months - news expected imminently  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in very good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

I'd be more interested to know how their GPU business stacks up against NVIDIA. I see more growth potential in AI.

You prefer to invest when they are having a dip, or to invest in a company who you believe is unfairly punished and therefore will have an upside potential to rebounce back to make a huge gain.

The problem with that strategy is you can't be sure whether the price at the next dip will be below the current price.  It's not like watching the tides.

True But you do not have to catch the bottom. When there was a bad publication news or the like, there will be having a temporary dip and will be back to pre-dip again. The good example is Tesla. It is now having a dip.

But I am not saying there is no risk at all as they might not be bouncing back. But if it a quality stock, blue chip companies the chance they are bouncing back is much higher and not bouncing back.

For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

kinger101

adindas said:

kinger101 said:

adindas said:

kinger101 said:

adindas said:

barnstar2077 said:

adindas said:

jjdc said:

For me, and I've done weeks/months of research / reading, but dyor (I have shares invested in each apart from amigo):
'Safeish long term punt' - AMD, amazing new cpus, finally releasing a  decent GPU, their chips are in next gen consoles, unlikely Nvidia will purchase ARM, taking server market share from intel. I've had a nice 10% rise last week already, expecting it to hit $70 by xmas
'Gamble' - Amigo, if it gets back to 6p, could easily go back to 10p+ on merest whiff of good news (or it could go chebs up, will disappear), main shareholder dumping his shares at 1% a day, august will be an interesting month.
Potential life changer - Avacta, I'm hoping it to at least double over next month or two. Been trading at £1.20 -> £1.40 for last few weeks, been following these and novacyt for months - news expected imminently  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in very good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

I'd be more interested to know how their GPU business stacks up against NVIDIA. I see more growth potential in AI.

You prefer to invest when they are having a dip, or to invest in a company who you believe is unfairly punished and therefore will have an upside potential to rebounce back to make a huge gain.

The problem with that strategy is you can't be sure whether the price at the next dip will be below the current price.  It's not like watching the tides.

True But you do not have to catch the bottom. When there was a bad publication news or the like, there will be having a temporary dip and will be back to pre-dip again. The good example is Tesla. It is now having a dip.

But I am not saying there is no risk at all as they might not be bouncing back. But if it a quality stock, blue chip companies the chance they are bouncing back is much higher and not bouncing back.

For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

I think you're missing the point.  For any given share, there might not be a point in the future where one can buy it cheaper.  In October 2009, Amazon shares passed $100.  At that time, higher than any point in their past, and almost twice the price of Jan 2009.  Although their have been dips since, relative to the $100, there's not been a bottom to buy.  In fact, the only dip of any note in that period, once could have picked them up for around $1500 instead of $2000.

Username999

If you want a "Blue Chip" that's dipped, check out Rolls Royce!

adindas

kinger101 said:

adindas said:

kinger101 said:

adindas said:

kinger101 said:

adindas said:

barnstar2077 said:

adindas said:

jjdc said:

For me, and I've done weeks/months of research / reading, but dyor (I have shares invested in each apart from amigo):
'Safeish long term punt' - AMD, amazing new cpus, finally releasing a  decent GPU, their chips are in next gen consoles, unlikely Nvidia will purchase ARM, taking server market share from intel. I've had a nice 10% rise last week already, expecting it to hit $70 by xmas
'Gamble' - Amigo, if it gets back to 6p, could easily go back to 10p+ on merest whiff of good news (or it could go chebs up, will disappear), main shareholder dumping his shares at 1% a day, august will be an interesting month.
Potential life changer - Avacta, I'm hoping it to at least double over next month or two. Been trading at £1.20 -> £1.40 for last few weeks, been following these and novacyt for months - news expected imminently  

AMD is a good investment based on many recent comments from various analysts. Also, this stock is owned by many institutional investors which include. Vanguard, Blackrock, JP Morgan, Wellington Mgmt.

But AMD stock is currently at long time high. Also, you might already own it via your index fund. For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

Intel (INT) just saw a significant price drop price in the last few days due to the delay of launching the 7nm chips. So, they are lacking behind their main competitors AMD. Yesterday’s alone the drop was 16.24% in a single day. People aiming to a more speculative punt (possibly high reward) might play a close attention to Intel.  This is a blue-chip company that is unlikely to go under administration. Once they could catch up you will be rewarded. But also certainly also carry significant risk with further drop in price.

I thought the same thing about Intel when someone mentioned AMD.  Intel still have approaching double the CPU market share that AMD has, and they have been in business since 1968, which for a technology company is very impressive.  Also, among PC enthusiasts, brand loyalty is often hard to break.  Which is great news if you are already the largest semiconductor manufacturer.   If I had some spare cash to spend on a punt I think it would be a pretty safe bet in the long run (This is not advice, just my own personal opinion.) 

Unlike AMD which is seen as a budget processor / chip manufacturer. Intel is still seen as a premium chip/processor manufacturer. Also its balance sheet is in very good condition. It is only that the new management seems to be chaotic and the investor might have lost confidence to the company. Thus, reflected in the significant drop in to the share price. The new CEO Bob Swan was a former Intel CFO. He is a person who is responsible for the delay of the launching of 7nm Chip. Also, unlike AMD CEO, he has very little background in engineering. But if intel manages to catch up and  maintain its leading position, the share price will shut up again.

I'd be more interested to know how their GPU business stacks up against NVIDIA. I see more growth potential in AI.

You prefer to invest when they are having a dip, or to invest in a company who you believe is unfairly punished and therefore will have an upside potential to rebounce back to make a huge gain.

The problem with that strategy is you can't be sure whether the price at the next dip will be below the current price.  It's not like watching the tides.

True But you do not have to catch the bottom. When there was a bad publication news or the like, there will be having a temporary dip and will be back to pre-dip again. The good example is Tesla. It is now having a dip.

But I am not saying there is no risk at all as they might not be bouncing back. But if it a quality stock, blue chip companies the chance they are bouncing back is much higher and not bouncing back.

For a speculative punt, there is no inherent benefit to buy stock at long time high as you could easily get similar stock at any time you want to.

I think you're missing the point.  For any given share, there might not be a point in the future where one can buy it cheaper.  In October 2009, Amazon shares passed $100.  At that time, higher than any point in their past, and almost twice the price of Jan 2009.  Although their have been dips since, relative to the $100, there's not been a bottom to buy.  In fact, the only dip of any note in that period, once could have picked them up for around $1500 instead of $2000.

Assuming you already have index fund for long time holding, there is a  good chance you already have NVIDIA in your portfolio, part of your fund. NVIDIA stock is already part of major fund.

https://www.nasdaq.com/market-activity/stocks/nvda/institutional-holdings

In this case you already catch the natural price increase of NVIDIA in your index fund.

Unless you intentionally want to increase your position significantly in particular stock and hold it for a long time or you have not got that stock in your index fund, buying stock when it is at long time high does not add much value when talking about a speculative punt. It is better to use that money to buy another blue chip stock similar quality and nature while on the dip and sell it again when they are at long time high and ready for te next move.

Grenage

Username999 said:

If you want a "Blue Chip" that's dipped, check out Rolls Royce!

I had a look at RR when I was choosing some 'safer' companies that suffered a share price hit.

Their financials don't look very healthy, unless I've missed something obvious. 

DiggerUK

Thrugelmir said:

Durban said:

Carnival ? 

Having secured their borrowing against their assets (cruise ships) doesn't instill confidence. 

I imagine all plane and cruise companies would secure loans against assets in such a way; are you saying that Carnival is in a worse position than others..._

Sally57

StellaN said:

Sally57 said:

Nio share price is down to 11.82 so may be worth a punt now. Li Auto inc has set terms for the US IPO so this could be another possibility in the Chinese EV market. 

Well, I bought a small amount of Nio (£5K) at around 15.00 so I'm considering topping up a bit next week as its a long term hold and I can see considerable growth in the future. Will look into Li Auto as it sounds interesting especially as they are solely specialising in the SUV EV market.

I agree that Nio is a good bet with considerable future growth so I will be buying some shares today.

Thrugelmir

DiggerUK said:

Thrugelmir said:

Durban said:

Carnival ? 

Having secured their borrowing against their assets (cruise ships) doesn't instill confidence. 

I imagine all plane and cruise companies would secure loans against assets in such a way; are you saying that Carnival is in a worse position than others..._

Airlines tend to lease rather than purchase outright.  A different model to having an asset built to specification. Then subsequently using the asset to secure borrowings for other purposes, i.e. working capital. 

adindas

DiggerUK said:

Thrugelmir said:

Durban said:

Carnival ? 

Having secured their borrowing against their assets (cruise ships) doesn't instill confidence. 

I imagine all plane and cruise companies would secure loans against assets in such a way; are you saying that Carnival is in a worse position than others..._

Obviously. Cruise is not a necessity, Airline is (e.g for some people like business people, family reunion). People who travel on cruise are manly pensioners who could spend days weeks on the ocean to enjoy retirement. Many of them are well educated (hence could effort luxury holidays) and know the risk and therefore are fully aware that they are the most vulnerable member of society to be affected by COVID-19. So, unless the vaccine has been invented and be proven to provide people immunity, it is highly unlikely these people are going to do cruise holiday.

Airlines is a necessity, as there is no substitute to airlines. People will continue to fly. The risk here is that they are burning million of money on daily basis. If the travel restriction has gone beyond where they could bear, some of them will go bankrupt. Many analysts advise against investing in airlines due to this reason.

A few who recommend are advising to choose the one with the strongest balance sheet and therefore have a very good chance survive.  Those who manage to survive will take the share of other airlines and therefore an easy route to recover reaching a pre COVID-19 price level for their stocks. The fact that many of them are still close close to March 23 market crash make them attractive for those who are willing to take risk.