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Buy the dip.

scaramanga said:
There are people in there who know their way around markets pretty well.

One of them was in GameStop pretty deep when they started all this.

I wouldn't be at all surprised if he sold and then shorted GameStop himself.
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Blimey. Would have made a nice pile of cash and a world of enemies.
 
scaramanga said:
There are people in there who know their way around markets pretty well.

One of them was in GameStop pretty deep when they started all this.

I wouldn't be at all surprised if he sold and then shorted GameStop himself.
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I bet there was quite a few clued up people who are now millionaires out of this.
 
P.D. said:
I bet there was quite a few clued up people who are now millionaires out of this.
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I think they were already millionaires.

It's one thing knowing the signs of a heavily shorted stock, it's another entirely to be able to spot that one particular fund is over-exposed on that single stock.

I think those most heavily behind the buying are probably junior or ex fund managers themselves.
 
My friend made a good point the other day:

People seem to think that 'hedge funds' are individuals with incredible wealth, thus making them pay would be crippling to that individual.

But hedge funds are mostly other people's money, other investors, pensions, companies all in a big fund, so if you cripple the hedge fund you are crippling those investors / pensions / companies... you aren't just hurting the guy that runs the hedge fund.

Is that right?
 
Bullet said:
My friend made a good point the other day:

People seem to think that 'hedge funds' are individuals with incredible wealth, thus making them pay would be crippling to that individual.

But hedge funds are mostly other people's money, other investors, pensions, companies all in a big fund, so if you cripple the hedge fund you are crippling those investors / pensions / companies... you aren't just hurting the guy that runs the hedge fund.

Is that right?
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Yes.

Any of us with a private pension will be hedged. Anyone who has an ISA invested in funds will be hedged.

All of our insurance premiums will be hedged.
 
Thinking of piling into Alibaba. Amazon of China with many different operations from cloud to supermarkets. Huge huge company in a growing market...but like the rest of the world the Chinese government is pushing back against these dominant internet players and flexing their muscles. Chinese state muscles are probably more scary than western ones. But so long as Alibaba don’t threaten political stability and stick to making money, I’d tip this stock as it’s currently down now. Yet the company is growing and making more money than ever. Wouldn’t put everything into it because of some risk around the communist party (making the shares cheap now) but everything else stacks up for it to pay.


Sitting on my porcelain throne using glory-glory.co.uk mobile app
 
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SpurMeUp said:
Thinking of piling into Alibaba. Amazon of China with many different operations from cloud to supermarkets. Huge huge company in a growing market...but like the rest of the world the Chinese government is pushing back against these dominant internet players and flexing their muscles. Chinese state muscles are probably more scary than western ones. But so long as Alibaba don’t threaten political stability and stick to making money, I’d tip this stock as it’s currently down now. Yet the company is growing and making more money than ever. Wouldn’t put everything into it because of some risk around the communist party (making the shares cheap now) but everything else stacks up for it to pay.


Sitting on my porcelain throne using glory-glory.co.uk mobile app
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Isn't that the company where the founder is in hiding from the Chinese government and hasn't been seen in months?
 
The US stmulus bill has passed, apparently a third of people plan to invest their checks in stocks and crypto - can see the markets getting lively in the next few weeks.
 
P.D. said:
Isn't that the company where the founder is in hiding from the Chinese government and hasn't been seen in months?
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Jack Ma. It looks like his head has been squashed! But I don’t think it was by the communist. He stepped back out of the limelight not sure about in hiding.

When is the best time to move out of the Covid stocks? Made 1OO %+ returns on laptop manufacturers (tipped them in this thread). When will the tide will turn? Lockdowns and Covid seems to be a lot longer lasting, and certainly laptop demand is still outstripping supply. Tesco’s and Walmart only made a little, basically held their own. I though they might do better. Amazon, JD and Tencent all did well 50-1OO% in a year.

Travel stocks will probably rally on news of lockdowns ending. But when will that likely be? Would be nice to get in ahead of the curve.


Sitting on my porcelain throne using glory-glory.co.uk mobile app
 
SpurMeUp said:
Jack Ma. It looks like his head has been squashed! But I don’t think it was by the communist. He stepped back out of the limelight not sure about in hiding.

When is the best time to move out of the Covid stocks? Made 1OO %+ returns on laptop manufacturers (tipped them in this thread). When will the tide will turn? Lockdowns and Covid seems to be a lot longer lasting, and certainly laptop demand is still outstripping supply. Tesco’s and Walmart only made a little, basically held their own. I though they might do better. Amazon, JD and Tencent all did well 50-1OO% in a year.

Travel stocks will probably rally on news of lockdowns ending. But when will that likely be? Would be nice to get in ahead of the curve.


Sitting on my porcelain throne using glory-glory.co.uk mobile app
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I got into stocks like Flight Centre and Qantas back in around May 2020 on the basis they couldn’t go any lower. I’d suggest getting in there now. I’m no UK expert but doubt it’s too soon because the markets will already be factoring in the vaccination rollout pace.
 
SpurMeUp said:
Jack Ma. It looks like his head has been squashed! But I don’t think it was by the communist. He stepped back out of the limelight not sure about in hiding.

When is the best time to move out of the Covid stocks? Made 1OO %+ returns on laptop manufacturers (tipped them in this thread). When will the tide will turn? Lockdowns and Covid seems to be a lot longer lasting, and certainly laptop demand is still outstripping supply. Tesco’s and Walmart only made a little, basically held their own. I though they might do better. Amazon, JD and Tencent all did well 50-1OO% in a year.

Travel stocks will probably rally on news of lockdowns ending. But when will that likely be? Would be nice to get in ahead of the curve.


Sitting on my porcelain throne using glory-glory.co.uk mobile app
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Obvious answer is whenever you've met the target price you had in your head or are happy with the gains - key is not to be too greedy. I sold everything off straight after Boris announcement but only had BA and Cineworld shares both of which I did pretty well out off and was happy with my lot. They've gone up more since but not as much as the crypto I put the money into too.

The airlines still seem pretty uncertain - BA cancelled my June flight which I've had booked since last year yesterday for instance.

I don't think I'd buy any Chinese companies directly, the government have too much power there. I am invested in https://www.janushenderson.com/en-gb/investor/product/janus-henderson-china-opportunities-fund/ via my pension which makes pretty good returns and is in some of the companies you mentioned.
 
The question with travel is: will it return to precovid normality and how much debt and pain are these companies carrying now? So I’m a little wary of investing into them. Certainly investing in leisure travel rather than those exposed to business travel makes a lot of sense.

What other industries are due a bounce on lockdowns ending?


Sitting on my porcelain throne using glory-glory.co.uk mobile app
 
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SpurMeUp said:
The question with travel is: will it return to precovid normality and how much debt and pain are these companies carrying now? So I’m a little wary of investing into them. Certainly investing in leisure travel rather than those exposed to business travel makes a lot of sense.

What other industries are due a bounce on lockdowns ending?


Sitting on my porcelain throne using glory-glory.co.uk mobile app
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For starters I’d say hotels/airbnb, transport, hospitality, retail
 
I got my eyes on Eurasia mining, hoping for a payday soon.

Come on, baby Jesus, daddy needs a new pair of snow tyres!

Sent fra min IN2013 via Tapatalk
 
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