Luke
2.6K posts
@bigjock36 i like it - i went quite heavy with a top up on the initial drop, and had a few more tranches on the way down below 450, but definitely need to add more.
Biggest position now by a fair margin.
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@MBdaytrading tempted to start DCA'ing into #JET2 now tbh, like you say, should recover well once this is over with.
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I sold out of a lot of my UK stocks after they went on a massive run, but after selling off sharply, there are quite a few that are starting to look excellent value once again.
Vistry #VTY is probably my top pick. Having dropped from a high of 743p to 437p after a profit warning, they are now in deep value territory and now look like a decent turnaround story on a forward P/E of just 9.46 and 7.17 for this year and next year.
I also like Raspberry Pi #RPI now that they have given up all of their recent gains from X user Serenity's constant posting about the stock, which got picked up by the financial media. I think their bull thesis regarding their use in small-scale AI projects is still valid, despite the price action.
Another stock that I really like is Brave Bison #BBSN, now it has dropped to 72.5p. I would still like to see the share price drop back to the mid-60s, but this serial acquirer is still really cheap even at the current price in my view.
Finally, I am watching several financial stocks that I have taken profits on recently, such as Man Group #EMG, Aviva, #OSB and M&G #MNG, because they have all pulled back hard, and they have all got a juicy final dividend coming up soon.
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Closed half at $106. Will let the rest run.
Holy shit.
Jordan@jzrdan
I’m long #oil at $70 but it’s a risk! The markets are pricing in that the worst is over but in my own opinion I don’t think Iran will roll over that easily. I suspect the Straight of Hormuz will have months of disruption with events like this and this could cause big problems.
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Luke retuiteado
@DavidNStocks1 Thats understandable.
Ive added more & resisting deploying more cash atm with all the M/E conflicts, but if it goes lower i wont be able to resist i dont think🤣
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#FRES #EDV #ANTO #GLEN #BARC #LLOY
All the above are ones i was sooo close to buying but never did. A lot to learn in the past 12 months.
What a year it has been for the FTSE though.
David N@DavidNStocks1
Twenty FTSE 100 stocks have risen by 50 per cent or more in the past year – propelling the index to a record high within a whisker of the 11,000 mark thismon.ee/a/15591471 via @ThisIsMoney
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@steady_profits I think $MSFT below $400 is abit of a no brainer tbh in the long run
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The markets may be tanking at the moment, but I'm still happy with the changes that I have made to my eToro portfolio today.
Legal & General #LGEN was sold for a profit of 28.46%, Trifast #TRI was sold for a profit of 34.83% and I have just sold AEWU REIT #AEWU for a profit of 22.89%.
I have used the proceeds to open a decent sized position in $MSFT, and have also topped up my holding in $AMD.
I want to take advantage of the bargains that are available at the moment in some of the large-cap tech stocks.
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@LB7___ $EPAM are in freefall at the moment and too risky for me because there will be an impact from AI. $ZS is also risky because they need to execute to live up to their high growth expectations, but I like this sector, and they could be a good long term investment from these levels.
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I have decided to bank some profits from two of the UK-listed stocks in my eToro account, and reinvest most of the proceeds into Microsoft:
- Legal & General #LGEN sold @ 278.1p (profit = 28.46%)
- Trifast #TRI sold @ 85p (profit = 34.83%)
- Microsoft $MSFT bought @ $395.30
I still like Legal & General and Trifast, but they have each provided me with a decent profit (plus dividends), and having bought both of them when they were in deep value territory, they now look fairly valued after their recent rises.
I also think that Microsoft has a lot more upside potential from here, and needed to raise some cash from somewhere to open a position, and these two seemed like the most obvious sell candidates.
Around 80% of the proceeds were reinvested into Microsoft, but I still have a little cash left over.
I quite fancy adding some more $AMD while they continue to trade below $200, but there are several other stocks on my watchlist that I discussed yesterday that also look tempting.
The top holdings in my eToro portfolio have been updated after these latest transactions, and are shown below.
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@Stale_Bull @DDS_DocHoliday KEN has done this same style move multiple times now - just a case of having that conviction when its super low.
Kicking myself for not doing the same in the .20s like before as i knew it was a good setup🤣
Well done to all who made the move.
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@DDS_DocHoliday This was right at the bottom of the trough wasn't it
Sat at .2-.3 for ages and then boomage
Great conviction
Look forward to the next tip 👏🏽
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