Suggestions for a speculative punt?

adindas

Sailtheworld said:

adindas said:

Moe_The_Bartender said:

adindas said:

Deleted_User said:

csgohan4 said:

wth is going with the stock market, looks like they have rallied and more. My share punt has increased by 40%, SMT is also increasing again. Should have bought more last week

Vaccine news released

Indeed, there is a recent news Pfizer and BioNtech vaccine have been proven to prevent 90% of infections.

https://uk.finance.yahoo.com/news/bio-n-tech-and-pfizer-report-90-effective-vaccine-candidate-122147068.html

The tech stocks are currently overvalued based on many analysts opinion. Time to buy or add position in the Airlines, Cruise (to some extends), Travel agents, hotels, resorts with relatively strong balance sheet ?.

Also do not forget about COVID-19 stimulus package which is likely to be agreed soon.

That ship has already sailed.

You could still board the Ship by using a small boat to catch it. The stocks like

Airlines, Cruise (to some extends), Travel agents, hotels, resorts. Banks with relatively STRONG balance sheet ?.

They are still severely undervalued and because the news of the effectivenss of the vaccine just come today, it is hoghoy likey there will be another for a few days to come.

You can't buy yesterday's news. The market doesn't decide that Rolls Royce is worth 60% more today but it'll get around to revaluing a travel agent tomorrow. 

An effective vaccine (if that's what this is) is a step towards normalcy so maybe a speculative punt now is a short on something that fared well during covid. It is a punt though because the old normal and new normal aren't going to be the same which might be why Zoom is 'only' down 15%.

Of course not. But the intention is not to catch the very bottom. Those who try to catch to very bottom good luck with that.

You buy today at a lower price than tomorow price you will aready make gain.

Airlines, Cruise (to some extends), Travel agents, hotels, resorts, banks are still severely undevalued, the run will not be just for one day. It will keep going up up up for a few days.

Different with vaccine, penny stocks up 50% today tomorow will be down 60%.

Also with the recent news about stimulus, forlough the things could only get better.

Sailtheworld

adindas said:

Sailtheworld said:

adindas said:

Moe_The_Bartender said:

adindas said:

Deleted_User said:

csgohan4 said:

wth is going with the stock market, looks like they have rallied and more. My share punt has increased by 40%, SMT is also increasing again. Should have bought more last week

Vaccine news released

Indeed, there is a recent news Pfizer and BioNtech vaccine have been proven to prevent 90% of infections.

https://uk.finance.yahoo.com/news/bio-n-tech-and-pfizer-report-90-effective-vaccine-candidate-122147068.html

The tech stocks are currently overvalued based on many analysts opinion. Time to buy or add position in the Airlines, Cruise (to some extends), Travel agents, hotels, resorts with relatively strong balance sheet ?.

Also do not forget about COVID-19 stimulus package which is likely to be agreed soon.

That ship has already sailed.

You could still board the Ship by using a small boat to catch it. The stocks like

Airlines, Cruise (to some extends), Travel agents, hotels, resorts. Banks with relatively STRONG balance sheet ?.

They are still severely undervalued and because the news of the effectivenss of the vaccine just come today, it is hoghoy likey there will be another for a few days to come.

You can't buy yesterday's news. The market doesn't decide that Rolls Royce is worth 60% more today but it'll get around to revaluing a travel agent tomorrow. 

An effective vaccine (if that's what this is) is a step towards normalcy so maybe a speculative punt now is a short on something that fared well during covid. It is a punt though because the old normal and new normal aren't going to be the same which might be why Zoom is 'only' down 15%.

Of course not. But the intention is not to catch the very bottom. Those who try to catch to very bottom good luck with that.

You buy today at a lower price than tomorow price you will aready make gain.

Airlines, Cruise (to some extends), Travel agents, hotels, resorts, banks are still severely undevalued, the run will not be just for one day. It will keep going up up up for a few days.

Different with vaccine, penny stocks up 50% today tomorow will be down 60%.

Also with the recent news about stimulus, forlough the things could only get better. 

It might not keep going up for a few days and could go down. Anyone who bought Rolls Royce at 3:30pm was looking at a 30% loss by market close and Tui peak to trough -10%, IAG -10% etc. With that sort of volatility it seems like you need some good luck to catch the direction let alone the bottom.

It is a speculative punt thread I suppose.

boaby18

Anybody big on wind energy?

I've got small amounts on TPI Composites (TPIC), Siemens Gamesa (SGRE) and Vestas Wind Systems (VWDRY).
Hoping to ride the momentum wave over the next few years as offshore/onshore wind becomes ever more popular.

Moe_The_Bartender

boaby18 said:

Anybody big on wind energy?

I've got small amounts on TPI Composites (TPIC), Siemens Gamesa (SGRE) and Vestas Wind Systems (VWDRY).
Hoping to ride the momentum wave over the next few years as offshore/onshore wind becomes ever more popular.

You can count the number of individual stocks that I own on the fingers of one hand and Vestas Wind is one of them. It's been my best investment this year. Advances in turbine technology have helped drive down the cost of wind energy very rapidly and there are some massive projects in the North Sea and elsewhere. Vestas has a huge order book which is going to keep it busy for decades.

Although I do have investments in clean energy (INRG and VT Gravis Clean Energy Income), I have a preference for suppliers to the industry. It's a bit like the California Gold Rush where most of the prospectors went bust while the people who sold them picks and shovels made fortunes.

Thrugelmir

boaby18 said:

Anybody big on wind energy?

I've got small amounts on TPI Composites (TPIC), Siemens Gamesa (SGRE) and Vestas Wind Systems (VWDRY).
Hoping to ride the momentum wave over the next few years as offshore/onshore wind becomes ever more popular.

Surprised you missed Orsted. 

adindas

Pfizer CEO sold 60 PERCENT of his stock for $5.6M the DAY of the vaccine announcement - but firm claims it was all part of a pre-announced trading plan agreed in AUGUST

https://www.dailymail.co.uk/news/article-8938065/CEO-sells-stock-worth-5-6-mln-day-Pfizers-COVID-19-vaccine-update.html

Is it an insider trading??

Who could know the product better and earlier than the insiders on how successful their product are ??

This is the potential problem with investing in Bio Tech, Pharmaceutical companies. Pfizer is not a small cap stock but with small cap penny stock the problem is even much bigger..

Insider trading is illegal but the problem is how to prove it and the cost of investigating them.

There is a good educational videos and research regarding Insider trading. Search this title on youtube.. I deliberately do not put the link as i do not want to be accused that I am promoting this channel.

"Pfizer CEO Sells Shares After Vaccine Announcement - What Does It Mean?

Thrugelmir

adindas said:

https://www.dailymail.co.uk/news/article-8938065/CEO-sells-stock-worth-5-6-mln-day-Pfizers-COVID-19-vaccine-update.html

Is it an insider trading??

Who could know the product better and earlier than the insiders on how successful their product are ??

This is the potential problem with investing in Bio Tech, Pharmaceutical companies. Pfizer is not a small cap stock but with small cap penny stock the problem is even much bigger..

Insider trading is illegal but the problem is how to prove it and the cost of investigating them.

There is a good educational videos and reseasrch regarding Insider trading. Search this title on youtube.. I deliberately do not put the link as it is not my intention to promote this channel.

"Pfizer CEO Sells Shares After Vaccine Announcement - What Does It Mean?

Everything that's wrong with the US version of capitalism in a nutshell. 

adindas

The statistics show that in the long run it is only less rthan 10% of fund managers could beat the market "consistantly".  I wonder is there anyone here could manage to beat the market from composing a balance portfolio (divesifying in different sectors, market,  geograpics, etc)?.  But the history has shown even with a balance portfoio, in the market crash you will still get effected.

I hae seen many people beat the market significanly by taking the risk "buy low sell high" all the time.

But keep remember the capital preservation rule. Never sell at loss

Warren Buffett capital preservation rule in invesment: “Rule No. 1: Never lose money. Rule No. 2: Don’t forget rule No. 1”. 

Thrugelmir

adindas said:

The statistics show that in the long run it is only less rthan 10% of fund managers could beat the market "consistantly".  I wonder is there anyone here could manage to beat the market from composing a balance portfolio (divesifying in different sectors, market,  geograpics, etc)?.  But the history has shown even with a balance portfoio, in the market crash you will still get effected.

As individual retail investors that's where potentially we have advantages in that :-

• There's no management fees to pay.
• There's no performances fees to pay.
• Ability to be flexible and varied with investment choices. No mandate constraints. 
• Smaller portfolio size. (The larger the fund becomes the fewer the opportunities available).

Balanced portfolios are in themselves a matter of opinion as allocations can differ. Which market do you benchmark against? With thousands now to chose from. Is it simply to easier to reach ones own personal objective and be happy with ones lot. There'll always be someone who performs better than you over any given period. Always interesting how markets are long term investments. Yet people get drawn into speculating in an attempt to turn a quick profit and speed their journey up.  

Sailtheworld

adindas said:

The statistics show that in the long run it is only less rthan 10% of fund managers could beat the market "consistantly".  I wonder is there anyone here could manage to beat the market from composing a balance portfolio (divesifying in different sectors, market,  geograpics, etc)?.  But the history has shown even with a balance portfoio, in the market crash you will still get effected.

I hae seen many people beat the market significanly by taking the risk "buy low sell high" all the time.

But keep remember the capital preservation rule. Never sell at loss

Warren Buffett capital preservation rule in invesment: “Rule No. 1: Never lose money. Rule No. 2: Don’t forget rule No. 1”. 

You're not going to consistently beat the market with a well diversified balanced portfolio because you'd just be replicating the market.

To beat the market you need to concentrate risk into assets that outperform the market. To beat the market consistently you need to do that year in and year out. Sounds a bit fantastical that retail investors are achieving this whilst holding down a day job.