Trading the stockmarket (NO Referrals)

sid said:
Where do you do your research ? Does anyone pay for stock picking websites like motley fool, zacks , seeking alpha ?

Its hard to get in before everyone else does
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paying for stock picking websites is like paying to see ads on tv.

Read the historical financial statements that are available on most finance websites. Read the 10Qs and then read relevant/specialized press. Only high quality newspapers such as FT or WSJ, avoid most blogs and crappy websites where any tom dick and harry post an opinion - there's a lot of manipulation going on, boiler rooms are now all digital and aim to fill your news feed with 20 different sources parroting the same message about some stock so they create this peripheral appreciation for what they are peddling.
 
ntg said:
Citron released their 'research' saying it's only worth $25 in what appears to be blatant manipulation (depending on what side you are on). Since Citron is known for shorting Chinese frauds (and sometimes manipulating stocks..again depending on your view), as soon as people saw the headline they started shorting it. The wave took over XPEV and LI as well.

It will be interesting to see if it will recover on Monday and continue the rally.
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I really hope this is the case, always thought it was punching above its weight in comparison to Tesla and given current production figures 25$ a share actually seems about right?

But aren't shares always valued on a business potential over the next few years as opposed to current production figures?
 
JamesH85 said:
I really hope this is the case, always thought it was punching above its weight in comparison to Tesla and given current production figures 25$ a share actually seems about right?

But aren't shares always valued on a business potential over the next few years as opposed to current production figures?
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NIO is insanely valued. If you think TSLA is overvalued then NIO is 10x worse.

However, that won't stop the momentum and the market this year is utterly irrational so any common sense doesn't apply, and people are desperate to put their money in growth companies outside USA where manufacturing and the economy are shielded from COVID at the moment, and China is where it's at.

Investing in NIO at the current prices? not safe (i.e. keep it under 5% of your portfolio)
Trading NIO at the current prices? if you fall on the right side of timing it you will make good profits.

Will the crazy rallies come to a halt at some point, sure they will...but until then..

EDIT: The big bet on NIO (LI and XPEV) is whether the Chinese gov will back them (i.e. fund them throughout years of losses) or not - this is the absolute catalyst for any growth stock that can spend years without profits, and the Chinese gov doesn't care about profits. If it does, they will grow massively, but who knows. Many Chinese companies have turned out to be frauds over the years so anything is high risk when it comes to them.
 
are we expecting this as a larger consensus on the others EV stock too ? I am concerned about buying in now


JamesH85 said:
I really hope this is the case, always thought it was punching above its weight in comparison to Tesla and given current production figures 25$ a share actually seems about right?

But aren't shares always valued on a business potential over the next few years as opposed to current production figures?
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nam said:
are we expecting this as a larger consensus on the others EV stock too ? I am concerned about buying in now
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All Chinese EVs are way overvalued, like far more overvalued than TSLA. The bet is that the chinese gov will back them up no matter what and they can trap the Chinese market. On their own they can't compete with tesla.

I mean, NIO makes 10k cars a year and is valued at $60b when TESLA makes c500k a year and is values at 7x, and NIO doesn't even make its own batteries. There's no comparison whatsoever.

I won't even talk about LI and XPEV.

If you were to buy shares I'd only suggest putting a small % of your total account and who knows, but don't go all in. Call LEAPS is prob the safest way to play them if you want to limit your downside and take a gamble with them.

disclosure: I got LI LEAPS but I'm hoping for a quick upswing to dump for profit, but worst case I got a year to exit my position.
 
Nice move this morning on the Hyve group, followed gibbo blindly on this one and grabbed myself a bunch when they were 86p. Looking really strong today, hoping they move all the way back the February prices :D
 
tlrBeta said:
Actually in profit with IAG - now whether to get out whilst I can!
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Given what IAG do, I think you'll kick yourself in a years time if you get out now, it depends what you're in the game for I guess, both IAG and RR are my long term holds at the mo, when people are flying again and we're kinda back to normal as far as travel goes, then that's a get out point.
Personally, I'm up just shy of 18% on RR and IAG, neither of which I'm planning on getting rid of for at least 12 months yet.

kindai said:
Aston martin above the 200MA, expecting a run to 107 ish before profit taking.
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AML I'm up just under 34%, but this is a tougher one, looking at their history, they've always been on a downward path, but with new leadership, new models (DBX primarily) I think they'll go up after The Rona, just a case of where I see my cut point, I might sell half if they hit 50% and then put that into something else, or I might just sit on them and see where they are in a years time.

Overall I'm up just shy of 25% on my H&L holdings, but I'm still small fry given some of the players here, 25% might sound a lot, but I'm in for less than 2k over all lol...
 
JamesH85 said:
idk with IAG, thats somethign i'd probabl;y hold onto till at least Jan, what price did you get in at?
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Trig said:
Given what IAG do, I think you'll kick yourself in a years time if you get out now, it depends what you're in the game for I guess, both IAG and RR are my long term holds at the mo, when people are flying again and we're kinda back to normal as far as travel goes, then that's a get out point.
Personally, I'm up just shy of 18% on RR and IAG, neither of which I'm planning on getting rid of for at least 12 months yet.
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My average with IAG is just under £1.53 (not in for a lot I must add). I agree, IAG has plenty grow so not overly worried. However, any bad news will send it spiralling down :) I will hold for now, as I don't desperately need the money :)

I'm about 20% up with NatWest now, which is a nice turn around in the short amount of time.

Missed out on Carnival - I knew it would bounce :(
 
Which vaccine is that though, the Pfizer/biotech one, or the Janssen one that was in the news this morning, they're part of J&J so would be them rather than direct Janssen shares.
 
Gibbo said:
I put £1000 in Li Auto yesterday at $30 and sold today at $40 but totally kicking myself that I did not put a lot more in. Just felt it had built up before results so felt it was risky, if only we had a crystal ball.

Watched NIO drop and decided to get back in for next weeks earning report.
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I've been tempted to sell NIO for a while, but at the same time also tempted just to ride it out, I've bought a couple of times and average price bought is $19 so well within a decent profit currently. It's fun to watch, though!

Got a sales order on my Apple shares, I should probably hold long term, but might just sell for profit now and go back in when they dip again, put the money I get selling them elsewhere.

PLTR, DTX and XPEV have done well for me of late.
 
Should be interesting. I'm expecting the FAANGs to be hit today like last week with the vaccine news. Though the US has major problems with COVID now so perhaps not. Also good growth news out of Japan and other Asian economies.
 
tlrBeta said:
My average with IAG is just under £1.53 (not in for a lot I must add). I agree, IAG has plenty grow so not overly worried. However, any bad news will send it spiralling down :) I will hold for now, as I don't desperately need the money :)

I'm about 20% up with NatWest now, which is a nice turn around in the short amount of time.

Missed out on Carnival - I knew it would bounce :(
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If you got in at 1.53 I would hold long term.tbh, just my 2 cents, more of these trails are being released every couple of weeks as these companies look to beat each other to be the best vaccine. I think this tsunami wave will continue into the new year and I'm gonna hold on and ride it out.

Companies like Hyve and IAG have so much to gain from this I'll be holding them.

I bet Gibbo is loving life today with his Hyve shares.
 
My Iag is closer to £3.00 unfortunately, although sold my jet2 for a decent profit today, easyjet should be releasing some results shortly so tempted to buy back if there’s a dip, down around £1000 overall with the airlines but have a decent amount to put back in so tempted to average down somewhat.
 
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