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View Poll Results: Which company?
Amazon 45 30.41%
Apple 32 21.62%
Facebook 12 8.11%
Google 59 39.86%
Voters: 148. You may not vote on this poll

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  #481  
Old 09.11.2020, 17:33
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Re: Stock investment poll

The market is so volatile the sell price of Rolls Royce rights is higher than the buy price, same for Rolls Royce shares. You can't execute normal trades, only at best or give a min / max price. This is very unusual situation, never seen it for an FTSE 100 share
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  #482  
Old 09.11.2020, 17:58
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Re: Stock investment poll

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The market is so volatile the sell price of Rolls Royce rights is higher than the buy price, same for Rolls Royce shares. You can't execute normal trades, only at best or give a min / max price. This is very unusual situation, never seen it for an FTSE 100 share
yup. when markets opened, i couldn't access any of my trading platforms or online data platforms as everything seemed to be overloaded.

sadly, all of the stocks i'd hope to offload were the ones that went down instead of up

also, i keep an automated watchlist and stocks within my buy price range are highlighted in green. in a single day, all the green lines turned black.
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  #483  
Old 10.11.2020, 13:00
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Re: Stock investment poll

I'm not sure this mad rush to buy junk is a good idea. There's still a long way to go and most of these companies rising sharply have real time problems.

Maybe I'm just bitter about losing nearly 10% since yesterday AM with my extreme growth portfolio.
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  #484  
Old 10.11.2020, 15:24
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Re: Stock investment poll

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I've just traded out of my position in my significant (for me) Ballie Gifford Pacific horizon this AM - premium over NAV was up to 15% and I've made too much to be true. Bought for c. 300, sold for almost 750 in same calendar year

Plowed it all into SMT for a more reasonable price vs NAV (still has a sizeable CN exposure of around 20%). Should have gone for Cineworld :S - time to buy junk!

Other than this, keep calm and carry on!
Now 675 - feeling good about getting the top to the day.
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  #485  
Old 10.11.2020, 16:15
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Re: Stock investment poll

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I'm not sure this mad rush to buy junk is a good idea. There's still a long way to go and most of these companies rising sharply have real time problems.

Maybe I'm just bitter about losing nearly 10% since yesterday AM with my extreme growth portfolio.
No you're absolutely right - too many magpies out there buying shiny junk.

Although as I work in the financial industry and volatility pays the bills, let em buy buy buy...
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  #486  
Old 18.11.2020, 11:31
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Re: Stock investment poll

https://www.foxbusiness.com/business...arma-companies

WB keeps copying my stock picks. Is this a good or bad sign?
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  #487  
Old 18.11.2020, 13:03
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The market is so volatile the sell price of Rolls Royce rights is higher than the buy price, same for Rolls Royce shares. You can't execute normal trades, only at best or give a min / max price. This is very unusual situation, never seen it for an FTSE 100 share
Backwardation, Polly Peck was a classic example that I remember frm my LSE days, there were many other including RR.
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  #488  
Old 18.11.2020, 15:32
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https://www.foxbusiness.com/business...arma-companies

WB keeps copying my stock picks. Is this a good or bad sign?
Since his performance has not been that stellar for more than 5 years......
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  #489  
Old 18.11.2020, 15:41
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Since his performance has not been that stellar for more than 5 years......
Perhaps you are confusing stock price performance with business performance.
As an example, I think Buffett has done pretty well with Apple. As far as I know he paid about $110 per share (before split), so he made about 4x in 3-4 years.
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  #490  
Old 18.11.2020, 15:54
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Since his performance has not been that stellar for more than 5 years......
because he made some strange decisions recently.

the performance doesn't worry me so much. in fact that he continues on his own path is a good sign, imo.
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  #491  
Old 18.11.2020, 16:05
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Perhaps you are confusing stock price performance with business performance.
As an example, I think Buffett has done pretty well with Apple. As far as I know he paid about $110 per share (before split), so he made about 4x in 3-4 years.
His average is about $141 a share, if you look at the last full year accounts which showed he was up 109%. That equates to roughly a triple today.
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  #492  
Old 18.11.2020, 16:47
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Since his performance has not been that stellar for more than 5 years......
TBF he has real problems with size. I'd never invest in something of that scale.
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Old 20.11.2020, 16:55
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Re: Stock investment poll

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Those lousy $900 seem like peanuts now, don't they? TSLA looks more and more like bitcoin... about 10x in a year is simply not sustainable IMHO. Maybe it will got to 3k, maybe even higher, but I fear many will be burnt badly.

I just exited my Scottish Mortgage Position for the sole reason for their large holding in TSLA. The latest data I have on SMT is 12.5% holding of TSLA which was end of June. Unless they heavily unloaded tesla shares, their holding must be 25%-30% which is crazy.
I almost placed a short order on Tesla back in February when its price skyrocketed and then plummeted in a week or two. I'm waiting for another chance to short Tesla. Not that I have anything against the company, but I'm a traditional fundamental investor.



Anyway, I usually stay away from "headline" stocks, like FAANG and Tesla, because prices are being pushed up just by supply-demand but not totally justified by fundamental. My tech stock, Zebra Technology, has flown up by 47% so far this year, and the latest EPS beats analyst's expectation by 16%.
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  #494  
Old 20.11.2020, 17:27
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Re: Stock investment poll

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Anyway, I usually stay away from "headline" stocks, like FAANG and Tesla, because prices are being pushed up just by supply-demand but not totally justified by fundamental. My tech stock, Zebra Technology, has flown up by 47% so far this year, and the latest EPS beats analyst's expectation by 16%.
Hasn't Amazon done better, both in terms of price appreciation and EPS beat?
YTD price appreciation ~69%
3rd quarter EPS: consensus $7.53, actual $12.37. Revenue +37% YoY
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  #495  
Old 20.11.2020, 17:37
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Hasn't Amazon done better, both in terms of price appreciation and EPS beat?
YTD price appreciation ~69%
3rd quarter EPS: consensus $7.53, actual $12.37. Revenue +37% YoY
It has an appalling return on capital, not sure that will ever change. Remember TESCO? anyone can buy gains in EPS.
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  #496  
Old 20.11.2020, 17:47
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It has an appalling return on capital, not sure that will ever change. Remember TESCO? anyone can buy gains in EPS.
That's what Terry Smith says. And the market doesn't care.
$10,000 invested in Amazon in June 1997 would be worth approximately $20,241,000 now. That's a 38.42% CAGR since 1997, including a 93% drawdown in 1999.
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  #497  
Old 20.11.2020, 17:49
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That's what Terry Smith says. And the market doesn't care.
$10,000 invested in Amazon in June 1997 would be worth approximately $20,241,000 now. That's a 38.42% CAGR since 1997, including a 93% drawdown in 1999.
Absolutely, but you can be fairly certain that will not continue for the next 30 years. It's roughly 5% of the S&P 500, that should be enough for most people!
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  #498  
Old 20.11.2020, 17:56
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That's what Terry Smith says. And the market doesn't care.
$10,000 invested in Amazon in June 1997 would be worth approximately $20,241,000 now. That's a 38.42% CAGR since 1997, including a 93% drawdown in 1999.
Baillie Gifford have started selling Amazon. When both BG and Terry aren't that interested, I'm inclined to thinking they must be on borrowed time.
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Old 20.11.2020, 18:04
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Absolutely, but you can be fairly certain that will not continue for the next 30 years. It's roughly 5% of the S&P 500, that should be enough for most people!
Prediction is very difficult, especially if it's about the future
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  #500  
Old 20.11.2020, 18:07
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Prediction is very difficult, especially if it's about the future
You can look at the past, unless you believe it's different this time..........
I am seeing a lot of anti Amazon posting on FB, 'support local shops', I have not seen that before.
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