My top 3 bets:
Teladoc
Trimble
Huya
More speculative borderline meme stocks:
Ehang
Jumia
These last two will either sink or fly.
3 Likes
Large caps:
-
Airbnb - solid CEO, great business for staycations and vacations after covid.
-
Tesla - I love that stonk. German factory + Texas Cybertruck factory + semi production + China sales (yes NIO etc are competing). Software. New Model S with new features for rich people - they trade old cars for new cars.
I hold both.
- Velodyne - radars. They competed in the same thing where Stanford (future Waymo) won in self driving in mid-2000s. Radar will be everywhere.
I hold this.
But the winner will probably be some cheap airline…
1 Like
The question about Tesla (which I realise people have said for 12 months)… How can it keep rising and justify the market cap?
I’m afraid we need to start asking which stocks will recover faster if the bubble bursts 
1 Like
As long as loyal Elon fans who like Tesla and SpaceX are hodling (not joking), and the business is a real business that is growing — not GME basiclly. The Wall Street “analysts” will keep pumping the price targets. It’s S&P500 - your distant relative boomer’s pension fund is buying it even if they dont like it. Valuation is BS when the interest rates are so low.
I mean look at these “crazy” analysts working from home reading Reddit research on the latest beta software.
BREAKING: Piper Sandler analyst Alex Potter has raised his price target on $TSLA from $515 to a street high of $1,200. Top Wall St analyst sees Tesla's (TSLA) trillion-dollar potential, raises $1.2k price target
Now it’s Oppenheimer analyst Colin Rusch’s turn to raise the stakes with an update on his coverage of Tesla with a new price target of $1,036 – way up from the previous target of $550. Tesla (TSLA) gets first $1,000 price target from top analyst on lead with autonomous vehicles | Electrek
He lifted his “base” price target for Tesla to $950, which is 15% above Friday’s closing price, from $715. His target is now the highest of the 37 analysts surveyed by FactSet, and nearly double the average target of $499.30. MSN
1 Like
Real businesses with growth to the moon (not joking). Amazon is like that–we cant live without it, a lot of US ppl have Prime, its essential.
Remark Holdings, $3.21 AI is the future. Delivers an integrated suite of AI solutions that enable businesses and organizations to solve problems, reduce risk and deliver positive outcomes. The company’s easy-to-install AI products are being rolled out in a wide range of applications within the retail, public safety and workplace arenas.
1 Like
Brave call
4 Likes
To each their own but most these are just meme stocks.
Illika- There are so many players such as Toyota, VW etc. in this field and mass production is several years away.
Limelight - Not undervalued in anyway. We are talking about Nasdaq here which has seen the most staggering growth in tech stocks ever and do you think they have missed this company somehow? They’re incompetent and a new CEO hasn’t changed their fortunes. They have just been downgraded today again. But things might change.
Escape hunt - changing fortunes with shift to online but only time will tell as they don’t have a unique IP here with so many players
Arrival, Palantir are good long term prospects with Arrival production technology more interesting.
Compass Pathways CMPS
Illika- There are so many players such as Toyota, VW etc. in this field and mass production is several years away.
How many of those players are in UK (strategic battery player), are pure battery play and are below 500m valuation? It’s definitely speculative but I think it has some things going for it.
Limelight - Not undervalued in anyway. We are talking about Nasdaq here which has seen the most staggering growth in tech stocks ever and do you think they have missed this company somehow? They’re incompetent and a new CEO hasn’t changed their fortunes. They have just been downgraded today again. But things might change.
They will go up if they become profitable and the only reason why they are not profitable is the loan that they took to invest in EDGE which they didn’t use yet. It’s a huge number sitting on their balance sheet. With 80% institutional ownership it’s a sleeper stock that might very well go up after earnings.
Escape hunt - changing fortunes with shift to online but only time will tell as they don’t have a unique IP here with so many players
Similarly to LLNW I expect them becoming profitable and this should drive the price up. It’s a huge market, I don’t think competition matters that much.
To each their own but most these are just meme stocks.
Doesn’t mean they are bad. Also I’d be happy to revisit this topic in a year 
Very brave. Amigo to double downwards
2 Likes
Excellent thanks
TBH I havent researched hugely. I just put a tiny amount. I am saying this just because 2021 will be the 4th bull year for bitcoin in this cycle and I expect it to hit 150-200k USD. Do you have any other ideas on btc miners? Microstrategy may also be a btc play
Ah yeah i forgot to mention, bitcoin is in my list! I am a huge believer here for long term. I see at least another 10x from here (or more…) over the next <10 years
Microstrategy put up all their balance sheet in bitcoin. Square have put 1% of their balance sheet in bitcoin. ARK did a research saying that for any 1% of corporate balance sheet that S&P500 companies put in bitcoin, bitcoin should rise by ~40k. 10% → 400k
If we ever had somehow Bitcoin in the ISA (via an ETF or other instrument), I would go crazy
AAPL - Apple; I feel like they’re highly under appreciated given their net worth and market stability. They’ve been accelerating at a steady speed each year but with the huge jumps in stocks like Amazon/Tesla/Netflix - I think they’ll pull something out the bag/want to catch up.
NIO - Been showing some promising results till date. Popularly known as Tesla’s “competition”. Huge price difference between the two, I believe it has room to move up.
*My personal opinion not financial advice.
2 Likes
My opinion is that TESLA is the next TESLA sorry…
2 Likes
My 2p worth:
Seeing Machines - SEE
qualcomm collaboration
Greatland Gold - GGP
Havieron positivity
Tiziana - TILS
Foralumab positive results and roll out
3 Likes
Metro Bank - but you really need diamond hands and to ignore the day to day silliness of it’s price. For example a few months ago it dropped to 60p a share. Then went all the way up to 150p. Since then it’s been in the 115p to 135p range. We should see the release of results for year ending 31st December 2020 in the next few weeks.
The reasons for picking them is:
- RateSetter acquisition
- They now have a lot of cash sloshing around from the sale of a mortgage portfolio with an average loan to value of c.60% to Natwest. It had a gross book value of £3,044m but one they sold for £3,127m, giving them +£83m on book value.
- Their use of some of those funds on the acquisition of the RateSetter back book which has a yield of 8% which will be far better than the mortgage yield. Of course it does add more risk as it’s unsecured lending.
- £1.3 billion in government-backed business loans to over 33,000 customers, primarily BBLS. BBLS provides the lender with a full (100%), government-backed guarantee against the outstanding balance of the finance (both capital and interest) with a fixed 2.5% interest rate.
Reasons against them:
- COVID
- FCA investigation, although I don’t see this being too harsh in this climate but who knows
- Short interest, hedge funds hate them. One of the reasons is “When everyone else was scaling back their high street branches, Metro Bank was knocking through the ceilings and creating banking cathedrals.” - borrowed from FT’s recent article.
Full disclosure, I have a position in Metro Bank that is in the green at this point in time.
Of course, do your own research and good luck.
7 Likes
Do we really think NIO is going to grow more this year?
My favourites for 2021 stocks likely to double in share price are:
NSCI (49.5p) - NetScientific PLC is a life sciences and sustainability technology investment and commercialisation group
TRD (85p) - Triad Group Plc is engaged in the provision of IT consultancy, solutions and resourcing services to the public and private sectors
COPL (0.25p) - Canadian Overseas Petroleum Limited is a junior oil and gas company primarily focused on Sub-Saharan Africa, but also looking at acquiring oil interests in the US at present.
Fingers crossed.
Not investment advice!