paulof

Primarily a FTSE investor with some occasional quality AIM. All posts are my own views and opinions and should not be used as investment advice.

[paulof @PaulOfPicks]

Another volatile year for shares comes to an end. My 3 share tips had very differing fortunes:

1 National Express -35%
2 Restaurant group +107% (bid received)
3 Google +58%

Even with horrifically undervalued Nex overall combined gain of +43%

Vs
Sp500 +24%
FTSE100 +7% (inc div)

[paulof @PaulOfPicks]

As a new year starts I thought for some fun I’ll pick out 3 shares which I think will do well in 2023 and we’ll see at the end just how wrong I was!

I believe it may be another tough year for investors but my picks are

1. National Express
2. Restaurant Group
3. Google

GL 😊💸

[Fiscal.ai @fiscal_ai]

Remember when shares of Google dropped 42% because of this...

$GOOGL

[paulof @PaulOfPicks]

Wow

[zerohedge @zerohedge]

*META 2Q EPS $7.14, EST. $5.89
*META 2Q REV. $47.52B, EST. $44.83B
*META 2Q OPER INCOME $20.44B, EST. $17.24B

*META SEES 3Q REV. $47.5B TO $50.5B, EST. $46.2B
*META SEES FY TOTAL EXPENSES $114B TO $118B, SAW $113B TO $118B
*META SEES 2025 CAPEX $66B-$72B VS PRIOR $64B-$72B

[paulof @PaulOfPicks]

Can’t help but be taken back by this. Incredible

[Blossom @meetblossomapp]

Nvidia's $NVDA Revenue every Q1 since going public

1999: $71M
2000: $148M
2001: $241M
2002: $583M
2003: $405M
2004: $472M
2005: $584M
2006: $682M
2007: $844M
2008: $1.2B
2009: $664M
2010: $1B
2011: $962M
2012: $925M
2013: $955M
2014: $1.1B
2015: $1.2B
2016: $1.3B
2017: $1.9B
2018: $3.2B
2019: $2.2B
2020: $3.1B
2021: $5.7B
2022: $8.3B
2023: $7.2B
2024: $26B
2025: $44.1B

[paulof @PaulOfPicks]

You’ve got to laugh at stuff like this, why listen to anyone?

[Heisenberg @Mr_Derivatives]

Goldman Sachs 4 days ago: 20% stock market crash.

Goldman Sachs today: Raise $SPX pt to 6,500 implying another 12% upside.

🤷🏼‍♂️

Goldman so funnnnny.

[paulof @PaulOfPicks]

Impossible for me to not buy some google at these prices, risk vs reward just seems so favourable

[paulof @PaulOfPicks]

Let me guess, US ends up returning to the highs pre tariffs in a quick fashion, meanwhile the dead UK only bounces back a few % tomorrow, and takes years to recover back to those levels. Always lagging.

[paulof @PaulOfPicks]

Really? 🤦‍♂️

[First Squawk @FirstSquawk]

TRUMP: U.S. WILL IMPOSE ADDITIONAL 50% TARIFFS ON CHINA EFFECTIVE APRIL 9TH IF CHINA DOES NOT WITHDRAW 34% INCREASE

TRUMP: ALL TALKS WITH CHINA CONCERNING REQUESTED MEETINGS WITH U.S. WILL BE TERMINATED

TRUMP: NEGOTIATIONS WITH OTHER COUNTRIES WILL BEGIN TAKING PLACE IMMEDIATELY

[Dividend Growth Investor @DividendGrowth]

There have always been reasons to not invest

[paulof @PaulOfPicks]

Is there anything more embarrassing than the people who tweet that they apparently went all cash last week? Grow up

I was fully invested so been stung like most, sold some more defensive cos which weren’t hit as bad and have gone dip buying, perhaps premature time will tell…

[paulof @PaulOfPicks]

Begs the continued question, why even bother with dull stale UK markets regardless of how ‘cheap’ they seem?

[First Squawk @FirstSquawk]

S&P 500 CLOSES AT RECORD HIGH FOR FIRST TIME IN TWO YEARS

[paulof @PaulOfPicks]

@LamonteLeo Currently cheapest index out there imo

[paulof @PaulOfPicks]

Yet another cheap UK company taken private - when will anyone other than PE realise most uk shares are dirt cheap?

[Mark Kleinman @MarkKleinmanSky]

Exclusive: Ten Entertainment, one of Britain’s biggest tenpin bowling venue operators, will tomorrow become the latest London-listed company to recommend a private equity takeover when it discloses an offer worth about £300m from US-based Trive Capital. https://t.co/UjQS8ur5aO

[paulof @PaulOfPicks]

Suddenly all the doom and gloom narrative disappears, makes me laugh every time

[Charlie Bilello @charliebilello]

Simply buying the S&P 500 instead of following Michael Burry’s stock market warnings would have made an investor money each time with an average 6-month annualized gain of 34%. Don't make changes in your portfolio based on a tweet.

Video discussion: https://t.co/78I9ow9MLx

[paulof @PaulOfPicks]

@walshdominic Why would they sell concessions now when that’s the area which is booming the most? Makes total sense to discard the deadwood in their leisure sites instead

[paulof @PaulOfPicks]

@LamonteLeo Should have gone $bking instead! Taking all their share

[paulof @PaulOfPicks]

Market didn’t like it but not too concerned, nothing in there which scares me, will continue to add more on any further weakness. 200p share all day long

[paulof @PaulOfPicks]

I’m in MOBICO formerly #nex the deepest I’ve ever been in a share - with an average of 103.

Let’s see what results tomorrow bring I think they should be good and demand a huge rerating of this share which to me looks like one of the cheapest on all uk markets

[paulof @PaulOfPicks]

@BuyLowSellH1gh No real surprises imo - 200m op profit forecast on just 600m crazy. The fact people where saying it had survival issues laughable given 75m+ FCF in the first half alone

[paulof @PaulOfPicks]

I’m in MOBICO formerly #nex the deepest I’ve ever been in a share - with an average of 103.

Let’s see what results tomorrow bring I think they should be good and demand a huge rerating of this share which to me looks like one of the cheapest on all uk markets