Suggestions for a speculative punt?

cloud_dog

I'll throw one in the pot for you OP but, don't come running to me if it goes pete tong 

AMC

Voyager2002

123mat123 said:

I've been pleasantly entertained by my SMT holdings over the last 15 years..... I don't begrudge the active managers their fees as they've been doing a fine job... my only complaint is they are a hard share to buy as they are nearly always at an all time high....

A solution to that problem... consider the Schroder Public-Private Trust. Stuffed with unlisted goodies chosen by that genius, Neil Woodford.A share that spends most of its time at an all time low.

bowlhead99

adindas said:

AnotherJoe said:

adindas said:

AnotherJoe said:

"Please note that due to current regulations, you cannot place a dealing instruction for NIO Inc ADS Each Repr 1 Ord A SHS in an ISA or a Cash ISA"

What do you mean with this i still hold NIO under my S&S ISA account which I bought it about 1.5 months ago ??

Maybe it's HL issue? Did you buy ADRs ?

Not ADR, it is a regular stock. If you use Trading212 you could buy many US stocks but it is always priced in US$

It's an American Depositary Share, each representing one Class A ordinary share of NIO Inc, a Cayman holding company, as you can see from any US public filings made by NIO. The ADS trades on NYSE, but the underlying Class A ordinary share that it represents does not trade on a recognised stock exchange. As such, it should not be allowable in an ISA based on HMRC's published guidance for ISA managers.

It may be that Trading212 has made the wrong assessment when deciding that it's allowable in an ISA - they haven't been running ISAs for many years - and will disallow it if challenged by HMRC. If HMRC identify during a routine audit that it is not an eligible investment then it will have to be sold to repair the 'inadvertant breach', which may be at relatively short notice, and HMRC's SSO auditors may seek a recovery (if for example it had generated dividend income while ineligible, this could become taxable - though dividends unlikely at this stage for a company like NIO).

HL do not allow it in an ISA as AnotherJoe has found and neither do AJ Bell (who I use, which is why I hold it unwrapped there).  FWIW I only have a token 100 shares there now to retain my curiosity after it tripled in value in recent months.

adindas

benbay001 said:

The claim that fund managers are useless because none of them jumped on Amazon or Facebook in the early days is so amusing that its not funny.
How the hell do you spot an Facebook from a Bebo, or a MySpace? (I have no idea if the later two were public, but it helps make my point that for every startup gem that goes onto great things, there are many more that fall.

Well, unless they have a crystal ball, no one could guarantee that a stock will perform well in the future.

But what people could do is to make an informed decision by looking into multiple sources.

The rule of thumb suggested by analysts focusing on growth companies is “the rule of 40 e.g the combined growth rate and profit margin should exceed 40%”.

Also, if it is in the fund managers portfolio especially the one focusing on growth companies and "most" other analysts are saying the same thing than it is probably worthy to invest time to investigate further. People who subscribe to analytical tool, or even a robo analysts might want to run that tool. Later a person could make an informed decision based on his risk attitude.

There is no pressure to catch it when they are in the bottom but people could still make a significant gain if they catch it when the stock is having a dip on their way up.

For instance, in the EV word, you might not catch Tesla when there were still US$25. But these stock is already in Cathie Woods and Ron Baron portfolio (a few to name) since the early days. These fund managers have resources and people to research before including them in their portfolio. Also this stock has been mentioned many times by analysts appearing on CNBC.

This is the approach I am personaly using and therefore suits me well. It might not be suitable to other people with different risk attitude. Other people might want to share their personal approach and we could all learn.

[Deleted User]

For commercial tech you can always check the Gartner quadrants, especially high execution visionaries.

adindas

Deleted_User said:

For commercial tech you can always check the Gartner quadrants, especially high execution visionaries.

Do you have a link to free services linked to the stock where people could see the construction of this diagram or to see this quadrant ??

coyrls

Gartner is only consolidating information already known to the market; it won't give you an investment "edge".

[Deleted User]

coyrls said:

Gartner is only consolidating information already known to the market; it won't give you an investment "edge".

Correct, but the visionaries could be the interesting acquisition targets

Thrugelmir

adindas said:

benbay001 said:

The claim that fund managers are useless because none of them jumped on Amazon or Facebook in the early days is so amusing that its not funny.
How the hell do you spot an Facebook from a Bebo, or a MySpace? (I have no idea if the later two were public, but it helps make my point that for every startup gem that goes onto great things, there are many more that fall.

Well, unless they have a crystal ball, no one could guarantee that a stock will perform well in the future.

But what people could do is to make an informed decision by looking into multiple sources.

The rule of thumb suggested by analysts focusing on growth companies is “the rule of 40 e.g the combined growth rate and profit margin should exceed 40%”.

Also, if it is in the fund managers portfolio especially the one focusing on growth companies and "most" other analysts are saying the same thing than it is probably worthy to invest time to investigate further. People who subscribe to analytical tool, or even a robo analysts might want to run that tool. Later a person could make an informed decision based on his risk attitude.

There is no pressure to catch it when they are in the bottom but people could still make a significant gain if they catch it when the stock is having a dip on their way up.

For instance, in the EV word, you might not catch Tesla when there were still US$25. But these stock is already in Cathie Woods and Ron Baron portfolio (a few to name) since the early days. These fund managers have resources and people to research before including them in their portfolio. Also this stock has been mentioned many times by analysts appearing on CNBC.

This is the approach I am personaly using and therefore suits me well. It might not be suitable to other people with different risk attitude. Other people might want to share their personal approach and we could all learn.

The best returns are often made before a stock comes to market. In the 3 years post listing many stocks simply disappoint and fail to meet the hype that surrounds the IPO.   

coachman12

IMHO,there are no ways to be sure of anything in this field. A likely-looking prospect can come to nought and an overlooked Cinderella can become mammoth. When I first started out on my own, I spent far too much time in research-----about everything from P/E ratio to PEG ratio to managerial team and structure to the company's place in its sector to what other public pundits said about the company and its intricacies. And I always chose shares with a view to a 5 year minimum holding. It was much like ( I am told ) spying at the gallops at Newmarket, getting to know stable-hands and jockeys, studying the pedigree and keeping piles of stats data what the horse has done-----and I firmly believe there is not a massive difference between being a success/failure in that area of activity and being a success/failure in the shares markets; go ahead and laugh ).
I do not know if I would work that hard again. But, as it happened, success came my way and I was then able to stand aside without much day-to-day toil because I got the best manager and advisers working for me in order to consolidate my early solo efforts. As someone who I respect said recently , and I paraphrase : " I am at a stage where I am happy with my lot ." 
There are no formulae , there are no "systems", there are no ways to cut corners. There is just research and more research if you are buying shares ----and the more money you are investing ( and the more you capital you have to start with is a big advantage) the more time you need to spend at what could become a full time job. There IS luck, plenty of it---both good and bad.
Once established it becomes easier in my view------and once you have the magic word "diversification" it also becomes safer too (or even "safe" full stop).
I am sure Thrugelmir is right about best returns before coming to market, but personally I never got the hang of how to achieve that insight myself, though I see my managers now able to do that as I could never have done.
With certain important caveats it's all a betting game at the end of the day IMO. Good luck ( and luck means a lot ) to all the punters who enjoy a fascinating hobby------which, like sports' betting or doing the Lottery every week , can become more than merely a hobby.