What shares you buying?

Did anyone else listen to the big tech giant bosses yesterday? Incredible how little Bezos knows, or wishes to disclose in real time regarding authenticating sellers on Amazon :lol:
 


I've been trying to day trade tesla cfd's on trading212 lately.

They've announced the following stock split

PALO ALTO, Calif., Aug. 11, 2020 (GLOBE NEWSWIRE) -- Tesla, Inc. (“Tesla”) announced today that the Board of Directors has approved and declared a five-for-one split of Tesla’s common stock in the form of a stock dividend to make stock ownership more accessible to employees and investors. Each stockholder of record on August 21, 2020 will receive a dividend of four additional shares of common stock for each then-held share, to be distributed after close of trading on August 28, 2020. Trading will begin on a stock split-adjusted basis on August 31, 2020.

I can buy and sell cfd's between 21st and the 28th can't I? As long as I hold some at the end of trading on the 28th I'll still get the split won't I?
 
Airlines taking another f***ing battering. Struggling to see how they recover until at least a vaccine is approved.

Long road back for them, and for many hospitality stocks. My shares in Marstons bounced nicely on the Carlsberg JV announcement but now that's in the mire thanks to CAMRA... floundering a touch now but holding for a rise!

I'm in miners mostly at the minute, Ferrexpo, Greatland Gold etc. Took profit on Polymetal but slightly remorseful as it's running away right now.
 
Long road back for them, and for many hospitality stocks. My shares in Marstons bounced nicely on the Carlsberg JV announcement but now that's in the mire thanks to CAMRA... floundering a touch now but holding for a rise!

I'm in miners mostly at the minute, Ferrexpo, Greatland Gold etc. Took profit on Polymetal but slightly remorseful as it's running away right now.
Personal opinion is that unless the companies that take stuff from the ground take precious metals then they're long term fucked.
 
Personal opinion is that unless the companies that take stuff from the ground take precious metals then they're long term fucked.

Well, that all goes without saying...

Time (whether it's a trade or a buy and hold) is everything in the market I'm sure you'll agree. In the short term, mining companies have proven a reasonable play for me. Although I have a few other dividend paying buy and holds e.g. GLAXO, it's harder than ever to predict where the longer term safe havens are: companies I'd be happy to keep my cash in forever. All in my opinion, of course.
 
Well, that all goes without saying...

Time (whether it's a trade or a buy and hold) is everything in the market I'm sure you'll agree. In the short term, mining companies have proven a reasonable play for me. Although I have a few other dividend paying buy and holds e.g. GLAXO, it's harder than ever to predict where the longer term safe havens are: companies I'd be happy to keep my cash in forever. All in my opinion, of course.

I am out of everything aside from a couple of tiny Mcap gold explorers. My prediction is that infections will rise into autumn and winter and the FTSE100 will come back down again and thats the time to buy.
 
Last edited:
Well, that all goes without saying...

Time (whether it's a trade or a buy and hold) is everything in the market I'm sure you'll agree. In the short term, mining companies have proven a reasonable play for me. Although I have a few other dividend paying buy and holds e.g. GLAXO, it's harder than ever to predict where the longer term safe havens are: companies I'd be happy to keep my cash in forever. All in my opinion, of course.

Not much choice out there for dividends, I recently bought a bit more BP as a longer term option for dividends. It seems that BP are pushing towards renewable and sustainable energy going forward so hopefully they’ll acquire/have some breakthroughs in development which might make them a good option.
 
One of just a handful of longterm shares I'm into is Blackbird (cloud video editing software developer and seller) Cloud Video Editing - Rapidly View, Edit, Publish - Blackbird Video‎

Signing some impressive longterm deals w/w and have had an ex Google Cloud exec on the board since June who says they're bringing in far more leads than ever before. Current clients include Tata Comms, US Democratic Party, Sky News Arabia, National Hockey League, Liverpool FC, Arsenal FC - plus it's a highly scaleable business.
 
Yep I do stuff like this regularly. Is annoying eh? Best not to dwell on how much money you could’ve made I suppose.

Really liked the sound of them in particular as well. No brainer that sort of business will do well.

Ah well. A lot of the bounce was due to zoom results so may settle back down slightly. Will keep it on my to do list.

(For what it's worth I'm not sure on zoom - too many whispers about security concerns for my liking. Anecdotally MS Teams has been preferred in a few places due to security)
 
The crowd are not buying,pension funds are .Market weighting,like a dog chasing it's tail once it starts.The higher the price goes,the more shares they buy to maintain market weight.The crowd don't know that,their pension fund is not liquid.

Vanguard ,Blackrock,I forget the name of the other one( Investor services? ).They own between 20 and 25% of the shares in Amazon between them.

An index fund will buy an index.If Amazon make up 10% of the index then 10% of your money goes to buying Amazon shares.The price increases and they make up 12% of the index,then 12% of your money goes to buying AMZN .

A small shareholder is always liquid,sell whenever you like.A pension fund is not liquid.Should they own $1trillion of AMZN between them there is no market for them to sell to.They can only hope other pension funds will take a chance on them.

Depending which index fund or ETF you choose,their largest holding will be Amazon shares.Obviously a FTSE 100 fund or ETF will not hold AMZN.



A quick check,basically pension funds own 68% of shares on issue .Work it out by dividing $1.6 trillion ( market cap) by $3200 ( share price now).

68% of $1.6 trillion is how much the pension funds own

I would think he would need to do a share split,perhaps he is doing a Buffett. BRK shares were $7 each roughly when he started,now at around $275K.1965 ish to now.

Bezos might be doing the same,start of the century find out what the price was and they are now $3200.Makes it much easier than adjusting for share splits,rights issues etc .

Bezo
Looking at some of those Vanguard funds and it seems some are funded in $US and others in £GBP. How significant is the current weakening of the USD likely to play out? ie is it better to buy funds based on USD or GBP at the moment if the expectation is that the USD will bounce back after the elections in November?
 
Looking at some of those Vanguard funds and it seems some are funded in $US and others in £GBP. How significant is the current weakening of the USD likely to play out? ie is it better to buy funds based on USD or GBP at the moment if the expectation is that the USD will bounce back after the elections in November?
I don't think it will. I think the weak dollar is here for a while. The ecb will fight it but will fail
 
Really liked the sound of them in particular as well. No brainer that sort of business will do well.

Ah well. A lot of the bounce was due to zoom results so may settle back down slightly. Will keep it on my to do list.

(For what it's worth I'm not sure on zoom - too many whispers about security concerns for my liking. Anecdotally MS Teams has been preferred in a few places due to security)
Yeah, you’re probably right, we use Teams where I work (large ftse). There’s a few Pharma/diagnostic stocks I wish I’d jumped on. But live n learn.
I do wonder whether a royal Dutch shell or bp will bounce back too.
 

Back
Top