RE: Interested30 May 2020 12:27
Morning,
A few ideas based on what I'm personally in.
Lam - up 170% last couple of weeks, retraced, has good potential, market capt is less than cash in bank and no debt as of march!
Intu - owns shopping centres including, Trafford centre and lakeside. Loads of debt, but huge potential upside based on current price!
RBS - fancied this over HSBC, too much going on with US and China. Although HSBC could be a great punt as well.
Cine - done well the last week, lots of upside, good RNS about financials and well below value, also deal to buy Cineplex still on table.
SSPG - once travel opens again should rocket up, nice low price sub £3
GVC - online gambling, loads of additional business since lock down, owns Ladbrokes, will reopen next few weeks in high streets, very much undervalued, also flutter and William hill stocks are looking interesting as a comparison.
LGEN - this one's been up and down for me, should be good long term
SLA - had bigger loses with this since the lockdown, although was making nice progress before yesterday, one to watch.
AV - Aviva seems to be one of my worse performers, not quite sure why it's that bad, spoke to a friend the other week that is consulting for them and he told me I did bad to invest in them as they have loads of debt! I'll hold for the foreseeable.
AMGO - bought this yesterday on a 8% drop, been watching this for weeks and seems a fun day trading type stock. Seems they are in a bid situation so might get takeover and a nice price on sale, a risk for sure though.
GKP - oil.. potential upside on this one, brokers recommend a buy a few weeks back and TP of 210 from around 70.. we shall see, I've held this for a while and is my biggest failure, even at 210 I'm still gonna be down on this one.
So there's a few ideas from my end. I'm currently looking at a few ideas, although after the hike earlier in week I feel I've missed a good entry price.
Airlines, rather easyJet over IAG, potentially Ryanair as they recovered quickest back in 2009.
Aston Martin I thought about when it's was dropping daily and on its way sub 30, missed the spike on this and will look to see if retraces, still big debt issues there holding it back.
HSBC - maybe, still not certain on that punt.
US stocks, casinos MGM, LVS and WYNN, should rise nicely and Vegas looking to reopen 4/6.
Anyway, all my opinion, always dyor :)
GLA