Share tips thread
Discussion
SimonTheSailor said:
Thanks for that.
So in one of the examples e.g.
OXF Oxford Technology 4 VCT Main Market 65p 10p 15.38% 30-JunView Dividend Announcement 09-Jul 07-Aug
It is saying that if you buy shares before the 9th July it is going to pay a dividend of 10p per share payable on the 7th August ? But when the market opens the share price will also drop by 15.38% ?
Yes. But you would also want to know why its yielding at that level. Being a VCTy automatic assumption is that its because it has crapped out. Also, being a VCT it's probably illiquid and with unpredictable price action so it may fall by an amount that deviates significantly from the divi amount. So in one of the examples e.g.
OXF Oxford Technology 4 VCT Main Market 65p 10p 15.38% 30-JunView Dividend Announcement 09-Jul 07-Aug
It is saying that if you buy shares before the 9th July it is going to pay a dividend of 10p per share payable on the 7th August ? But when the market opens the share price will also drop by 15.38% ?
Hi all,
Would you invest in a FTSE 100 tracker now? When I look at UK parameters, everything seems to be in the green zone (growth, unemployement rate, etc), but I am a bit more worried by exogeneous factors (e.g. Chinese krach, low oïl prices, weak EU zone, etc.)
To put it in a nutshell, would you invest and why?
Thanks!
Would you invest in a FTSE 100 tracker now? When I look at UK parameters, everything seems to be in the green zone (growth, unemployement rate, etc), but I am a bit more worried by exogeneous factors (e.g. Chinese krach, low oïl prices, weak EU zone, etc.)
To put it in a nutshell, would you invest and why?
Thanks!
XelorPepsi said:
Hi all,
Would you invest in a FTSE 100 tracker now? When I look at UK parameters, everything seems to be in the green zone (growth, unemployement rate, etc), but I am a bit more worried by exogeneous factors (e.g. Chinese krach, low oïl prices, weak EU zone, etc.)
To put it in a nutshell, would you invest and why?
Thanks!
1) Probably not now as a bit toppy (not that it cannot continue going up)Would you invest in a FTSE 100 tracker now? When I look at UK parameters, everything seems to be in the green zone (growth, unemployement rate, etc), but I am a bit more worried by exogeneous factors (e.g. Chinese krach, low oïl prices, weak EU zone, etc.)
To put it in a nutshell, would you invest and why?
Thanks!
2) Not FTSE100, but FTSE250 - just look at the last 1, 3 or 15 years and how much better it performed than the 100
What are people's long term views on Tesla now?
I got out of them around 260 last year, before the long drop, but they have since rebounded. Things seem to be ramping up fairly steadily with the Gigafactory and Model X coming soon.
Worth a couple of grand I think for the long term but no more than that?
I got out of them around 260 last year, before the long drop, but they have since rebounded. Things seem to be ramping up fairly steadily with the Gigafactory and Model X coming soon.
Worth a couple of grand I think for the long term but no more than that?
p1stonhead said:
What are people's long term views on Tesla now?
I got out of them around 260 last year, before the long drop, but they have since rebounded. Things seem to be ramping up fairly steadily with the Gigafactory and Model X coming soon.
Worth a couple of grand I think for the long term but no more than that?
Tesla make an awesome product. I got out of them around 260 last year, before the long drop, but they have since rebounded. Things seem to be ramping up fairly steadily with the Gigafactory and Model X coming soon.
Worth a couple of grand I think for the long term but no more than that?
However, it's notna product that any established manufacturer could do better and have brand casche should they decide to do so.
So the question to ask is this: If Tesla probe there is a market for semi premium, long range, family EVs what is to stop BMW, Porsche, VW, Mercedes, JLR, Lexus or anyone from building a better car, for less money and with more outlets to sell through and more ability to create a network?
If Tesla probe their belief then they will be a small company who just stepped in front of 100 juggernauts and all first mover advantage and growth potential ends. That's a lot of premium to come off a share price.
I personally can't see it as any kind of long term investment and even medium term seems borderline.
K12beano said:
It's Apple.
Results exceed expectation
Price goes down
Only "Fact" on the market!
You simply don't have the right "expectation".
When I invested in Apple full time you had to call the analysts for TWO numbers.
The "printed" number - i.e. what they were on the record saying they "expected".
And the "whisper" - i.e. what they thought was needed from AAPL to encourage big buy-side investors to buy more.
If AAPL didn't beat the whisper then DOWN!!!
As a whole although they beat their own guidance, the numbers were light, should think the stock stays rangebound for a few more months, seems watch was light too.
There is a fair bit of ammo in those earnings for the bearish inclined to argue that growth is slowing, the watch isn't great etc
But also K12 has a point, Apple never seems to get rewarded in the same sense that other stocks do, just the way it is, the huge beat last 1/4 only led to a few $ higher.
The profit this quarter for example would take Tesla or Netflix 20 yrs to make, yet netflix reports a slight beat on subs and boom up $120, conversely usually gives you a chance to buy cheaper in the day after Apple earnings which by about 2 weeks later the share price has recovered.
There is a fair bit of ammo in those earnings for the bearish inclined to argue that growth is slowing, the watch isn't great etc
But also K12 has a point, Apple never seems to get rewarded in the same sense that other stocks do, just the way it is, the huge beat last 1/4 only led to a few $ higher.
The profit this quarter for example would take Tesla or Netflix 20 yrs to make, yet netflix reports a slight beat on subs and boom up $120, conversely usually gives you a chance to buy cheaper in the day after Apple earnings which by about 2 weeks later the share price has recovered.
AAPL is definitely different.
And almost permanently cheap too under most usual metrics.
Given a market leader that owns an eco-system and is taking share in its core product with further innovation driving growth... what do you pay? 15-20x?
And the AAPL is on just 11x ex-cash or whatever.
It's mad.
Even if you believe it eventually gets beaten by say Samsung or Huawei or Hooli or whatever - like say the once-dominant RIMM or NOK or MOT they STILL had decent multiples back in the day.
I never understood the AAPL multiple.
And almost permanently cheap too under most usual metrics.
Given a market leader that owns an eco-system and is taking share in its core product with further innovation driving growth... what do you pay? 15-20x?
And the AAPL is on just 11x ex-cash or whatever.
It's mad.
Even if you believe it eventually gets beaten by say Samsung or Huawei or Hooli or whatever - like say the once-dominant RIMM or NOK or MOT they STILL had decent multiples back in the day.
I never understood the AAPL multiple.
walm said:
AAPL is definitely different.
And almost permanently cheap too under most usual metrics.
Given a market leader that owns an eco-system and is taking share in its core product with further innovation driving growth... what do you pay? 15-20x?
And the AAPL is on just 11x ex-cash or whatever.
It's mad.
Even if you believe it eventually gets beaten by say Samsung or Huawei or Hooli or whatever - like say the once-dominant RIMM or NOK or MOT they STILL had decent multiples back in the day.
I never understood the AAPL multiple.
Yup actually think its somewhere around 10x, priced as a utility stock. The multiple has mostly been in the 10-15 range, at this rate with the cash they are generating combined with the buybacks this could be a private company in 7-8 yrs time and thats with no growth. And almost permanently cheap too under most usual metrics.
Given a market leader that owns an eco-system and is taking share in its core product with further innovation driving growth... what do you pay? 15-20x?
And the AAPL is on just 11x ex-cash or whatever.
It's mad.
Even if you believe it eventually gets beaten by say Samsung or Huawei or Hooli or whatever - like say the once-dominant RIMM or NOK or MOT they STILL had decent multiples back in the day.
I never understood the AAPL multiple.
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