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Thread: Stocks for 2019

  1. #1
    Senior Member Valuegrowth's Avatar
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    Default Stocks for 2019

    Following are brokersí picks.

    https://www.nzherald.co.nz/business/...ectid=12178279

    How about great picks from our top experts in the forum? Thanks.
    Last edited by Valuegrowth; 26-12-2018 at 08:08 PM.

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    Quote Originally Posted by Valuegrowth View Post
    Following are brokers’ picks.

    https://www.nzherald.co.nz/business/...ectid=12178279

    How about great picks from our top experts in the forum? Thanks.
    I reckon we should wait until the 2019 stock pick comp is finalised before we get into this.Lol

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    Anyone who CLAIMs they are should be avoided like the plague imo.

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    I think "top experts" is clearly meant as a euphemistic term...shame one didn't embrace the spirit of the season and realise that...but I agree that this is probably more appropriate after the 2019 competition kicks off.
    No butts, hold no mutts, (unless they're the furry variety).

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    Quote Originally Posted by Joshuatree View Post
    Anyone who CLAIMs they are should be avoided like the plague imo.
    I reckon I pretty much became a Top Expert at drinking cider and eating chocolate over the last week, well from what I remember anyway.

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    Quote Originally Posted by couta1 View Post
    I reckon I pretty much became a Top Expert at drinking cider and eating chocolate over the last week, well from what I remember anyway.
    Hey i was an expert in avoiding ham this xmas.
    Throwing around stock ideas, sectors, tactics, strategies. is great.

  7. #7
    Gnawing on Bones Beagle's Avatar
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    Quote Originally Posted by cymonger View Post
    I'm no expert, but the emotional swings of 2018 were like being in a relationship with a crazy person. I've been reading (and re-reading) Warren Buffett's recommendation for these turbulent times, the poem "if"

    "If you can keep your head when all about you

    Are losing theirs and blaming it on you,

    If you can trust yourself when all men doubt you,

    But make allowance for their doubting too;

    If you can wait and not be tired by waiting,"

    With this in mind, I'm holding what I'm already holding (OCA, THL, HLG, A2) for the foreseeable future. But new money?? Mainfreight. Their chart is pretty damn convincing over the last five years.

    I'd rather date boring this year..
    What I found most fascinating from Monday's stock rout on the US markets was Fed Ex's downgrade blaming widespread slowdown in growth in Asia, Europe with Brexit and some in the US. These sort of bellwether stocks are usually a very good forward indicator on how things are going and it was trading on a forward PE of just 10.5 after Monday's big fall. Mainfrieght have heaps of international operations...if Fed Ex is finding things very tough is their warning a free heads up warning for Mainfrieght shareholders with the latter's shares trading on a trailing PE of 25.5 ?
    No butts, hold no mutts, (unless they're the furry variety).

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    I have already picked one for 2019 and it is a more or less (+/- 5%) guaranteed 20%.

    Will update in the new year.

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    "Guaranteed" for 2019 lol...you're kidding right
    No butts, hold no mutts, (unless they're the furry variety).

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    Phew! Not much of a consensus on next year's picks from those entrusted with other people's money! Their achievements in last year's stock-picking contest were pretty much scatter-gun too. Just proves no one has a crystal ball and I might as well continue to make my own mistakes.

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    Quote Originally Posted by Beagle View Post
    "Guaranteed" for 2019 lol...you're kidding right
    Waiting for one development and then, it's on! Will update in new year (when I am set!).

    Cheers!

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    Q1 same store sales growth (at a time when fuel prices were very high) was very impressive for Kathmandu and the positive commentary from their annual meeting in late November was in stark contrast to that forthcoming from HLG. HLG has a known major holder wanting to sell down too.
    KMD my pick in the retail sector for 2019.
    No butts, hold no mutts, (unless they're the furry variety).

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    Quote Originally Posted by Beagle View Post
    "Guaranteed" for 2019 lol...you're kidding right
    Medicinal cannabis could easily take off bigly.

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    Default DYOR: not giving out stock picks. Just research themes

    So EY have produced a paper on trends that may be useful for stock screening,
    investment ideas.
    Read it here:
    https://eyq.ey.com/eyq/megatrends/

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    Drones
    Smart clothes
    Augmented Reality glasses
    Brain machine interfaces
    Bionic eyes
    Autonomous vehicles
    Nano Bots
    Virtual personal Assistants
    Virtual reality experiences
    3D printing
    Home robots
    Enterprise robots

    Thanks gf lots of interesting (slightly chilling ) reading there.David bowie was prescient in Space Oddity .We really could be living in tin cans in the future, bodies not required.

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