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marky1 said:
gaz1234 said:
What would you go into tesco at?
I'm in already, average price of 240. Yes, I can see it going lower, but they have to react and compete and I think chances are good they will sort their s
t out. Think will need to hold 6-18 months though. Downside is limited I think, maybe 20% max but who knows.Kicking myself for not buying HSBC at £5.95
and I can see me kicking myself again for not buying Tesco.....Countdown said:
marky1 said:
gaz1234 said:
What would you go into tesco at?
I'm in already, average price of 240. Yes, I can see it going lower, but they have to react and compete and I think chances are good they will sort their st out. Think will need to hold 6-18 months though. Downside is limited I think, maybe 20% max but who knows.Kicking myself for not buying HSBC at £5.95
and I can see me kicking myself again for not buying Tesco.....
A good long term punt IMHO.
Also holding 1960 shs of PRU which are doing very nicely at the moment.
Countdown said:
Any ideas what the forecast dividend yield is? I agree with you that it has to turn the corner sooner or later so I'm severely tempted but we're also looking at moving house soon so I need a big chunk of cash for the deposit.
Kicking myself for not buying HSBC at £5.95 and I can see me kicking myself again for not buying Tesco.....
Wouldn't surprise me if they cut the final dividend, partly or completely. Don't think you can look at it as a dividend yielding share at the moment. Probably the best solution to get these shares to rally is cut the dividend to zero this year and put it into the business (but what do I know....) Kicking myself for not buying HSBC at £5.95
and I can see me kicking myself again for not buying Tesco.....Countdown said:
marky1 said:
gaz1234 said:
What would you go into tesco at?
I'm in already, average price of 240. Yes, I can see it going lower, but they have to react and compete and I think chances are good they will sort their st out. Think will need to hold 6-18 months though. Downside is limited I think, maybe 20% max but who knows.Kicking myself for not buying HSBC at £5.95
and I can see me kicking myself again for not buying Tesco.....From a technical point of view don't see a reason to enter a long term position yet. Also with the dividend being slashed, it makes it less attractive to hold and hence the recent selling with the big guys most likely out or having significantly trimmed positions.
Problem as I see it is the average consumer is no longer shopping there, Aldi and Lidl are far cheaper and the consumer has shifted to looking for the cheapest shopping bill, is that going to change anytime soon, in the current economic climate I doubt it. Tesco's market share is at a 10 year low, Waitrose more or less has the top end of the market covered and Aldi and Lidl have the lower end covered. Tesco, Sainsbury's, Adsa and Morrison all sit in the middle and all of them are struggling,
Which means a race to the bottom between the big four, assuming Tesco cuts prices and margins and sells off unprofitable ventures eventually it will come back but in the short term thats going to hurt earnings and I reckon theres more downside to come before it gets better.
Question is are there better places to put your money
twinturboz said:
Been eyeing Tesco shares too, trying to rationalise taking a position, thing is from a chart perspective bit of a broken stock, more or less in a downtrend all year and under all the moving averages, currently looks like a bit more downside to come.
From a technical point of view don't see a reason to enter a long term position yet. Also with the dividend being slashed, it makes it less attractive to hold and hence the recent selling with the big guys most likely out or having significantly trimmed positions.
Problem as I see it is the average consumer is no longer shopping there, Aldi and Lidl are far cheaper and the consumer has shifted to looking for the cheapest shopping bill, is that going to change anytime soon, in the current economic climate I doubt it. Tesco's market share is at a 10 year low, Waitrose more or less has the top end of the market covered and Aldi and Lidl have the lower end covered. Tesco, Sainsbury's, Adsa and Morrison all sit in the middle and all of them are struggling,
Which means a race to the bottom between the big four, assuming Tesco cuts prices and margins and sells off unprofitable ventures eventually it will come back but in the short term thats going to hurt earnings and I reckon theres more downside to come before it gets better.
Question is are there better places to put your money
If you'd written the above a year ago I'd agree with you. Don't think lidl and aldi are far cheaper anymore. I think a huge amount of bad news is priced into it now. End of the day who knows, I could be wrong. If you think it's coming off sell it;-) From a technical point of view don't see a reason to enter a long term position yet. Also with the dividend being slashed, it makes it less attractive to hold and hence the recent selling with the big guys most likely out or having significantly trimmed positions.
Problem as I see it is the average consumer is no longer shopping there, Aldi and Lidl are far cheaper and the consumer has shifted to looking for the cheapest shopping bill, is that going to change anytime soon, in the current economic climate I doubt it. Tesco's market share is at a 10 year low, Waitrose more or less has the top end of the market covered and Aldi and Lidl have the lower end covered. Tesco, Sainsbury's, Adsa and Morrison all sit in the middle and all of them are struggling,
Which means a race to the bottom between the big four, assuming Tesco cuts prices and margins and sells off unprofitable ventures eventually it will come back but in the short term thats going to hurt earnings and I reckon theres more downside to come before it gets better.
Question is are there better places to put your money
marky1 said:
If you'd written the above a year ago I'd agree with you. Don't think lidl and aldi are far cheaper anymore. I think a huge amount of bad news is priced into it now. End of the day who knows, I could be wrong. If you think it's coming off sell it;-)
This is what I'm thinking as well. Aldi & Lidl are good value and Mrs C's (well, Mrs C's butler's assistant 
) does go to Lidl for some stuff. But we still do the main shop at Asda simply because of the range of branded goods that we prefer (10% staff discount helps!). I can't see how much more market share they can gain using the "Pile it high/sell it cheap" model.Even if the dividend is halved it's still a good yield IIRC and AIUI the savings are going back into CapEx which should result in capital growth.
I'm almost almost sure I'll be buying 1000 shares this week. Almost
I went into Lidl fairly recently and saw the shelves full of major brand names. All at comparable prices to the major supermarkets. They have the vegetables, bakery and some German foods, but a lot of space does seem to be taken up with the major brands and that's dangerous ground to be treading.
My oil shares have been doing well this week. I'm not that far from even now
My oil shares have been doing well this week. I'm not that far from even now
Flipping had tesco in my isa for ages, thought it was one of those buy and forget, reap the dividend. I guess I should buy more to even it out.
I don't understand the appeal of lidl and aldi, went to the one in hatfield and it was complete rubbish plus I got a parking ticket. Tesco you get money off fuel (20p off a litre), huge selection, reward points and pretty good prices I always thought. With waitrose, I like the heston stuff but everything else can be bought at tesco.
I don't understand the appeal of lidl and aldi, went to the one in hatfield and it was complete rubbish plus I got a parking ticket. Tesco you get money off fuel (20p off a litre), huge selection, reward points and pretty good prices I always thought. With waitrose, I like the heston stuff but everything else can be bought at tesco.
Can anyone shed some light on what I should be doing with my stellar resources shares?
I bought them on an impulse, and have done quite well up to now. But as I work 70+ hours a week I can't put a huge amount of time into researching and tracking performances.
Thanks in advance, Stuart.
I bought them on an impulse, and have done quite well up to now. But as I work 70+ hours a week I can't put a huge amount of time into researching and tracking performances.
Thanks in advance, Stuart.
K12 - looks an interesting share and what is the basis for today's fall? A cursory glance suggests the company has been in numerous take over talks and all a fair chunk over and above it's current price. P/E looks good - so what is today's fly in the ointment. When are results due? Is there a divi?
Tell me to f off and, in the infamous style of LSE forums, DYOR, but I would appreciate a small insight as might have a closer look at this as a recovery share dependent on what is the reasons behind the drop as one would expect DD in take over talks would reveal if there was some big issues lurking,
Tell me to f off and, in the infamous style of LSE forums, DYOR, but I would appreciate a small insight as might have a closer look at this as a recovery share dependent on what is the reasons behind the drop as one would expect DD in take over talks would reveal if there was some big issues lurking,
No "F"s !!!
A firm called Host Europe Holdings, part of the Cinven PE firm, was bidding up to 300p but has just pulled out. There may also be some sentiment over their Glasgow base (at least partly misplaced since we might assume a Lindon listing could remain regardless of political change).
I've been in long before the present excitement - fundamentally the Cloud Computing arena should see some good long term prospects, the roll of the dice is whether IOM will be a winner or not. I liked the fundamentals, and the risks seemed worthwhile (so I won't lose sleep if it doesn't prove better than "average" in it's sector).
A firm called Host Europe Holdings, part of the Cinven PE firm, was bidding up to 300p but has just pulled out. There may also be some sentiment over their Glasgow base (at least partly misplaced since we might assume a Lindon listing could remain regardless of political change).
I've been in long before the present excitement - fundamentally the Cloud Computing arena should see some good long term prospects, the roll of the dice is whether IOM will be a winner or not. I liked the fundamentals, and the risks seemed worthwhile (so I won't lose sleep if it doesn't prove better than "average" in it's sector).
Out of interest does anyone still have any money in MARL?
I made the call to ride her to the bottom when I realised that it was 50% down on my buy in point and right now it seems an utter bloodbath! Yet look at the news reposts and they are the same vein as this time last year... Maybe that is the problem!
Seems almost odd writing this as they were in a nice little profit for me at the start of the year!
I made the call to ride her to the bottom when I realised that it was 50% down on my buy in point and right now it seems an utter bloodbath! Yet look at the news reposts and they are the same vein as this time last year... Maybe that is the problem!
Seems almost odd writing this as they were in a nice little profit for me at the start of the year!
I also thought ASC might be a reasonable medium term punt ....K12beano said:
mall mercies. I extricated myself last month, missing the last surge, but happily up over seven months....
So, it's not all bad!
Likewise. Bought in circa 100 and sold at 220 a few weeks ago, so mustn't grumble.So, it's not all bad!
To buy back in if the dip goes further? Quite tempting. It's either that or Mobileye (MBLY?) who have recently dropped after a very strong post-IPO period. I feel they will be going to 100 especially as their technology becomes more mainstream.
K12beano said:
No "F"s !!!
A firm called Host Europe Holdings, part of the Cinven PE firm, was bidding up to 300p but has just pulled out. There may also be some sentiment over their Glasgow base (at least partly misplaced since we might assume a Lindon listing could remain regardless of political change).
I've been in long before the present excitement - fundamentally the Cloud Computing arena should see some good long term prospects, the roll of the dice is whether IOM will be a winner or not. I liked the fundamentals, and the risks seemed worthwhile (so I won't lose sleep if it doesn't prove better than "average" in it's sector).
Thanks, that's interesting stuff. Didn't want to be cheeky/lazy and hence invited you to tell me to sod off! A firm called Host Europe Holdings, part of the Cinven PE firm, was bidding up to 300p but has just pulled out. There may also be some sentiment over their Glasgow base (at least partly misplaced since we might assume a Lindon listing could remain regardless of political change).
I've been in long before the present excitement - fundamentally the Cloud Computing arena should see some good long term prospects, the roll of the dice is whether IOM will be a winner or not. I liked the fundamentals, and the risks seemed worthwhile (so I won't lose sleep if it doesn't prove better than "average" in it's sector).
Tech is a sector I am loathe to enter as I am a luddite in that regard so have little understanding. I will have a closer look here though and if the knives stop falling I might dip in. Thanks again.
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