Stocks for 2019

[Valuegrowth]

Following are brokers’ picks.

https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12178279

How about great picks from our top experts in the forum? Thanks.

[couta1]

Following are brokers’ picks.

https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=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

[Joshuatree]

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

[Beagle]

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.

[couta1]

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.

[Joshuatree]

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.

[Beagle]

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 ?

[Balance]

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

Will update in the new year.

[Beagle]

"Guaranteed" for 2019 lol...you're kidding right :)

[Jerry]

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.

[Balance]

"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!

[Beagle]

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.

[artemis]

"Guaranteed" for 2019 lol...you're kidding right :)

Medicinal cannabis could easily take off bigly.

[Joshuatree]

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.

[Joshuatree]

"IBM discovered a way to store one bit of digital information in a single atom, a density that would allow the storage of Apples entire 26 million song catalogue on a device the size of a coin"

[Joshuatree]

AI Developments in China (https://appen.com/recent-ai-developments-in-china/)

I hold APX (on ASX) Appen.

[Joshuatree]

Digital Revolutions

1st Communication
2nd Computation
now Digital fabrication (Fab Labs)
"The third digital revolution completes the first two revolutions by bringing the programmability of the virtual world of bits into the physical world of atoms. Since that physical world is out here where we live, the implica- tions of the third digital revolution may be even greater than those of its predecessors. This revolution is built on the same fundamental science of digital, only now it enables both bits and atoms to be exponentially ma- nipulated. Just as communications and computation went from analog to digital, resulting in personal computers, mobile phones, and the Internet, the digitization of fabrication offers the promise of personal fabrication, enabling individuals and communities to produce and share products on demand, wherever and whenever something is needed"

http://ey.com/megatrends

[davflaws]

Porn is reputed to be a huge proportion of internet traffic. When VR is expanded into the tactile realm, guess what the principle application will be!

[Balance]

Are we there yet? :huh:

https://www.nzx.com/announcements/329460

Unfortunately McCrae did not reach 90% so deal's off.

If he reached 90%, he would have been required to make a compulsory offer the rest of the shares and anyone with 1% absolute of the remaining shares could have required him to undertake a binding independent valuation.

Oh well - such is life.

[Saffer]

Is this a private competition? If not how can I participate?

[Joshuatree]

Following are brokers’ picks.

https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12178279

How about great picks from our top experts in the forum? Thanks.

Havn't sighted this years picks from brokers, any one got a link or who can post them all up be appreciated, thanks in advance .

[Joshuatree]

Found it, click on "one more" beside the date to read the rest.

Brokers' picks: stocks to watch in 2020 - PressReaderhttps://www.pressreader.com › new-zealand › otago-daily- (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=2&cad=rja&uact=8&ved=2ahUKEwjHzoWZkOfmAhX54zgGHebPAJkQFjABegQIBBAB&url=https%3A%2F%2Fwww.pressreader.com%2Fnew-zealand%2Fotago-daily-times%2F20191228%2F281998969370792&usg=AOvVaw2yCFUD1vLX7-JuUSANYJns)

and this little vid easier to see FWIW


10:24Broker Picks ft. My Picks | Top 5 NZ Stocks in 2020 (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=4&ved=2ahUKEwjHzoWZkOfmAhX54zgGHebPAJkQwqsBMAN6BAgKE AQ&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3Dm3 6VBN6g3xc&usg=AOvVaw2yVwQU2NDjfFybD2NEgF2f)

[Lewylewylewy]

I think mel, cen and a2m are obvious. Other than that, prices are quite high so it's difficult at the moment.

[percy]

I think mel, cen and a2m are obvious. Other than that, prices are quite high so it's difficult at the moment.

I found it near impossible to pick stocks for this year's competition,as the market appears to be in "the silly season" mode to me..
Not selling,but certainly not buying anything, until a result warrants action.