Post: #226

Warren Buffet increased his share of TEVA and Monsanto (MON) recently.

Post: #227

(04-25-2017 06:50 PM)BB1 Wrote:  

(04-18-2017 10:17 AM)Moreless Wrote:  Anyone have thoughts on SHOP ticker?

Shopify is an amazing company. I am up well over 100% on it now.
I will increase my holding on any decent pullback this year.

Here is their 2015 IPO roadshow video :

https://www.youtube.com/watch?v=QYl8iwD-...e=youtu.be

An article on their culture :

http://www.theglobeandmail.com/report-on...e21734931/

"The Ontario government has inked a deal to use Shopify Inc.'s e-commerce platform for cannabis sales online and in stores as part of its plan to be the province's sole distributor of legal recreational marijuana." :

http://www.cbc.ca/news/canada/ottawa/ont...-1.4531228

Post: #228

Anyone any tips?

I bought a good amount of Match Group. They dipped on the news that Facebook would add a dating feature. To me though, that’s not gonna touch Tindr and co.

Post: #229

I think Match is probably a good buy, I had taken profits before the FB news. Tinder Gold is killing it rn.

Post: #230

(07-23-2017 04:48 AM)BB1 Wrote:  Chipotle Mexican Grill (CMG) looks good at $345.

I sold CMG on Friday at $432 - a 25% return.

Post: #231

(05-25-2018 11:32 AM)jbkunt2 Wrote:  I bought a good amount of Match Group. They dipped on the news that Facebook would add a dating feature. To me though, that’s not gonna touch Tindr and co.

Take a look at MOMO - they own Tantan (Tinder of China).

Post: #232

Will do! Thanks.

Anyone got any favourites for buying-and-holding long term e.g. 5-10 years plus?

Post: #233

(05-29-2018 11:19 PM)jbkunt2 Wrote:  Will do! Thanks.

Anyone got any favourites for buying-and-holding long term e.g. 5-10 years plus?

What's going to be big in the next 10 years. Problem is are you going to punt while in infancy or hook on once they're more established.

Growing industries over the next 10 years:

3D printing
AI
Automation robots
Gym equipment manufacturers that service developing countries
VISA/Mastercard
Second tier tourism investment

One I'd take a look at is FANUC. Just had a big dip on bad financials.

But at the moment I'm not looking to buy anything unless someone has some good tips. More looking out for a shorts. I was thinking of shorting Italy. Shorted Facebook earlier in the year.

Cannabis is meant to be being leagalised in Canada in June. May be worth looking at them though it seems to me that legalisation has been priced in.

Post: #234

I'm a FANUC shareholder myself. Still kicking myself that I didn't sell at $30 - I was 60 days away from long term capital gains treatment. Lesson learned is don't make investment decisions based on tax treatment. I remain a believer though. The rise of minimum wages, at least in the US, will hasten the automation of manufacturing. FANUC is a leader in industrial robotics.

If you're looking for short ideas, take a look at RH. Formerly known as Restoration Hardware, it was one of the most heavily shorted companies at the beginning of 2017 when the CEO took out a massive loan and bought back one third of the float. The thesis is that luxury home furnishings should suffer if either the economy or housing market softens, all the while RH is pursuing an expensive brick-and-mortar store strategy. Obviously, earlier shorts lost a ton of money on this, but I think the overall thesis remains intact.

Post: #235

(05-29-2018 11:19 PM)jbkunt2 Wrote:  Will do! Thanks.

Anyone got any favourites for buying-and-holding long term e.g. 5-10 years plus?

jd.com (JD) - is the preferred e-commerce retailer among high income Chinese. If this continues to be true, the continued rise of household income across China bodes well for JD.com's shares. Current price $36

Post: #236

Anyone got any views on Photo Me International? Part of me thinks they're stuffed long term because of smart phones but could work both ways that people want easy high quality print outs for their photos in future? Big drop this week, could be a good time to get in.

Post: #237

@BB1

Thanks for the tip on JD.com.

I actually bought $1500 of JD when you said you did earlier in this thread. After some further research though, of course.

Maybe I will double down on that.

Post: #238

(06-04-2018 12:37 PM)jbkunt2 Wrote:  @BB1

Thanks for the tip on JD.com.

I actually bought $1500 of JD when you said you did earlier in this thread. After some further research though, of course.

Maybe I will double down on that.

I may have another idea Wednesday evening. I'm waiting for their earnings report Wednesday after market close to assess their growth forecasts and earnings.

Post: #239

@bb1

Brilliant. Cheers!

Post: #240

Those Canadian marijuana stocks have gone up about 10-20% since I posted the above. But I am still nervous about them. The big three have a combined market cap of about $12B; while the medical market is only worth about $1 billion; and the new legal market $4.5B. They do have a growing market abroad, but I think they are way over priced and going have a good tank sooner or later. Long-term I think they're a good hold, but now is not the best long entry point.

Another to look at is Sky (SKT) Australia. It's gone done about 66% from highs and is looking to pay a dividend of about 8-10% this year.

Also, Mercardolibre, the Amazon of South and Centeral America with 200 million plus registered users has tanked about 25% after a major rally. It looks like it's starting to bounce now. Weekly view looks good.

Post: #241

3 outstanding 'Software as a Service' companies announced earnings yesterday - Zscaler (ZS), MongoDB (MDB), and Okta (OKTA). All of these companies are growing like a weed.

Zscaler stock jumped 23% today!

I beleive MongoDB is the pick of the bunch. Developers love MongoDB - they have downloaded more than 30 million copies of the company's free database since 2009, and over 10 million copies in the last 12 months alone.

Mongo is disrupting traditional databases like Oracle, so the growth potential is massive if they are successful.

From their earnings :

"Over 6,600 Customers at April 30, 2018, up 83% Year-over-Year

MongoDB Atlas Revenue 14% of Total Q1 Revenue, up over 400% Year-over-Year

Revenue: Total revenue was $48.2 million, an increase of 49% year-over-year. Subscription revenue was $44.6 million, an increase of 53% year-over-year, and services revenue was $3.7 million, an increase of 14% year-over-year."

Post: #242

Latest buys:

Photo-me International 108p
Royal Mail PLC 481p

Post: #243

(03-19-2018 03:46 PM)BB1 Wrote:  iQiyi will start trading on 29 March with ticker IQ.

More info : https://www.reuters.com/article/us-baidu...SKCN1GU05K

Following up on iQiyi - after going public 9 weeks ago at $18, the stock closed its first day of trading at $15.50.

Today iQiyi closed at $32.82 - up 110% from its low.

Post: #244

Buffet made money from Monsanto. Bayer bought the stock at the price of $128. Thanks to Buffet, I also made money.

(05-19-2018 12:50 AM)Denzel Wrote:  Warren Buffet increased his share of TEVA and Monsanto (MON) recently.

Post: #245

Thanks for the tip, BB1.

I picked up some MDB.

Post: #246

delete

Post: #247

MDB up nicely. Thanks again BB1!

Post: #248

I think I'm gonna sink some good $$ into BABA and Baidu for the long term.

Any others on this?

Post: #249

Last fall I bought Canadian cannabis stocks Cronos and Aphria and was up 300% and 200% but was we got close to June down to 120% and 80% respectively so cashed out last week to trade SPY options. Slam on CanPot stocks is that they are all expanding so rapidly they will flood the market. Some touts laughingly report future CanPot .mkt demand at $50B... Laughable when USA cannabis mkts at $7B legal and still $50B black mkt... Just saying CanPot frenzy just a bit over hyped.

Post: #250

(06-14-2018 07:40 PM)Deepdiver Wrote:  Last fall I bought Canadian cannabis stocks Cronos and Aphria and was up 300% and 200% but was we got close to June down to 120% and 80% respectively so cashed out last week to trade SPY options. Slam on CanPot stocks is that they are all expanding so rapidly they will flood the market. Some touts laughingly report future CanPot .mkt demand at $50B... Laughable when USA cannabis mkts at $7B legal and still $50B black mkt... Just saying CanPot frenzy just a bit over hyped.

How do you trade SPY options? Do you buy or sell? Call or put options? What platform do you use? I've never tried but It's something I'm considering.