Share tips thread (Vol 2)
Discussion
p1stonhead said:
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
I got stopped out of DGE just after last summer I think it was. Am out in general now anyway but I suspect they’ll be pretty badly affected if people stop going out to drink/eat at the moment. Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Brave time to get in IMO.
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Unilever?Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
One of Unilevers biggest markets is Asia, it didn't perform particularly well last year and the CEO indicated that 2020 was unlikely to be much better. They now have coronavirus to deal with not only in their biggest market but worldwide.
I think it's a bit early to be buying them personally.
Diageo i'd agree with, a good strong company but it's PE ratio is very high, a lot of expectations will need to be met for this to rise significantly.
R8Steve said:
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Unilever?Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
One of Unilevers biggest markets is Asia, it didn't perform particularly well last year and the CEO indicated that 2020 was unlikely to be much better. They now have coronavirus to deal with not only in their biggest market but worldwide.
I think it's a bit early to be buying them personally.
Diageo i'd agree with, a good strong company but it's PE ratio is very high, a lot of expectations will need to be met for this to rise significantly.
ATM said:
p1stonhead said:
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
I got stopped out of DGE just after last summer I think it was. Am out in general now anyway but I suspect they’ll be pretty badly affected if people stop going out to drink/eat at the moment. Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Brave time to get in IMO.
Drop in the ocean surely.
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Easy to say after the event but you should have taken a screenshot then made a complaint.Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
p1stonhead said:
ATM said:
p1stonhead said:
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
I got stopped out of DGE just after last summer I think it was. Am out in general now anyway but I suspect they’ll be pretty badly affected if people stop going out to drink/eat at the moment. Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Brave time to get in IMO.
Drop in the ocean surely.
https://www.morningadvertiser.co.uk/Article/2019/1...
CellarDoor said:
p1stonhead said:
ATM said:
p1stonhead said:
Greshamst said:
Took the opportunity to buy some Unilever and diageo yesterday as have had my eye on them for a while.
Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Brave time to get in IMO. Only problem was on Halifax sharedealing when I pressed to trade it gave me a screen saying the offer had timed out, and I had to refresh for a new quote, which I did.
Then found out two identical trades had gone through.
Complained but they’re saying after investigation, there was no IT issue on their end, so they won’t do anything about it.
Drop in the ocean surely.
https://www.morningadvertiser.co.uk/Article/2019/1...
greygoose said:
Most people I know drink at home rather than going down the pub every night as the prices are extortionate in most pubs, glass of wine the same as a bottle of wine from the local shop, who is going to pay for that? Add n the Coronavirus and sitting at home self-isolating with a drink could add to sales.......
Most people I know drink in the pub because its sociable and much better than drinking at home, most of whom are alcoholics. Condi said:
greygoose said:
Most people I know drink at home rather than going down the pub every night as the prices are extortionate in most pubs, glass of wine the same as a bottle of wine from the local shop, who is going to pay for that? Add n the Coronavirus and sitting at home self-isolating with a drink could add to sales.......
Most people I know drink in the pub because its sociable and much better than drinking at home, most of whom are alcoholics. I’ll be off to the pub for couple of pints before dinner shortly.
bad company said:
Condi said:
greygoose said:
Most people I know drink at home rather than going down the pub every night as the prices are extortionate in most pubs, glass of wine the same as a bottle of wine from the local shop, who is going to pay for that? Add n the Coronavirus and sitting at home self-isolating with a drink could add to sales.......
Most people I know drink in the pub because its sociable and much better than drinking at home, most of whom are alcoholics. I’ll be off to the pub for couple of pints before dinner shortly.
There might be a possible big bargain to have with American Airlines when all this is done and dusted.
As we know airlines are quite rightly being hit hard by the virus, as expected, but American Airlines as an American International carrier are being hit harder than United or Delta.
See here
Ouch. That's worse percentage wise than others. South West and Delta have better managerial structure than AA or United but last year AA got ont op of union issues and were set to go .... then the wings have fallen off.
But I think the management is now up to the task. If you look at past year
Beat expectations.
However I am not advising to buy currently, just keep an eye on how low they go for a value buy whenever the virus starts disappearing into history.
Could be the best bottom feed for bargain bucket share hunters.
As we know airlines are quite rightly being hit hard by the virus, as expected, but American Airlines as an American International carrier are being hit harder than United or Delta.
See here
Ouch. That's worse percentage wise than others. South West and Delta have better managerial structure than AA or United but last year AA got ont op of union issues and were set to go .... then the wings have fallen off.
But I think the management is now up to the task. If you look at past year
Beat expectations.
However I am not advising to buy currently, just keep an eye on how low they go for a value buy whenever the virus starts disappearing into history.
Could be the best bottom feed for bargain bucket share hunters.
bad company said:
Legal & General down over 5% today and 14% on the month. Profits increased in all the divisions and there’s a great yield.
Why are the shares dropping in value?
Just a guess. Insurance claims on life or serious illness, can’t work type claims. Plus they also run various assets management schemesWhy are the shares dropping in value?
Burwood said:
bad company said:
Legal & General down over 5% today and 14% on the month. Profits increased in all the divisions and there’s a great yield.
Why are the shares dropping in value?
Just a guess. Insurance claims on life or serious illness, can’t work type claims. Plus they also run various assets management schemesWhy are the shares dropping in value?
The key in this market is that a big chunk of LGEN’s sell down is health/ death risk. It has the long term and ongoing issue that it is an asset manager that typically manages the assets of Westerners but fewer and fewer Westerners have any assets to manage. Once the Boomers are gone LGEN will only have 4 maybe 5 customers in the UK
. They have to go and find the people on the planet who are young and have a future that involves having savings to invest which typically means Asia and there seems to be a temporary hiatus on shopping in that region. So, their long term drag on performance is related to no one under 50 having any wealth to manage and all their customers who do have wealth are in the at risk group for C19. Plus, the onboarding of new customers will have dropped measurably and this will have a marked impact on that long term drag on performance and possibly push any recovery much further down the road.
Most of the capital flows into LGEN are income funds as opposed to growth. Lots of capital is therefore linked to the div. fears over their solvency ratio puts pressure on the risk of a divi cut and that’s really what the market is probably hedging against at the moment.
It’s a stock that would naturally be on the radar for a sound recovery if the market determines that C19 is not going to make wealthy Boomers all die but instead just keep Gen X and the Millenials away from XTreme Shopping.
Gandahar said:
p1stonhead said:
FredClogs said:
You've got to be brave to not be buying now.
One of the most glass half full statements I’ve read in a long time considering the world right now. 
king mental. DonkeyApple said:
I like LGEN. It’s a brilliant trading stock as it will sit for months in a very slow range that can be easily traded. It’s a perfect example of what is suitable for people to use leverage for.
The key in this market is that a big chunk of LGEN’s sell down is health/ death risk. It has the long term and ongoing issue that it is an asset manager that typically manages the assets of Westerners but fewer and fewer Westerners have any assets to manage. Once the Boomers are gone LGEN will only have 4 maybe 5 customers in the UK. They have to go and find the people on the planet who are young and have a future that involves having savings to invest which typically means Asia and there seems to be a temporary hiatus on shopping in that region.
So, their long term drag on performance is related to no one under 50 having any wealth to manage and all their customers who do have wealth are in the at risk group for C19. Plus, the onboarding of new customers will have dropped measurably and this will have a marked impact on that long term drag on performance and possibly push any recovery much further down the road.
Most of the capital flows into LGEN are income funds as opposed to growth. Lots of capital is therefore linked to the div. fears over their solvency ratio puts pressure on the risk of a divi cut and that’s really what the market is probably hedging against at the moment.
It’s a stock that would naturally be on the radar for a sound recovery if the market determines that C19 is not going to make wealthy Boomers all die but instead just keep Gen X and the Millenials away from XTreme Shopping.
Thanks, some interesting points there. I’m going to hold LGEN which is already a core holding for me, I’m essentially an income investor.The key in this market is that a big chunk of LGEN’s sell down is health/ death risk. It has the long term and ongoing issue that it is an asset manager that typically manages the assets of Westerners but fewer and fewer Westerners have any assets to manage. Once the Boomers are gone LGEN will only have 4 maybe 5 customers in the UK
. They have to go and find the people on the planet who are young and have a future that involves having savings to invest which typically means Asia and there seems to be a temporary hiatus on shopping in that region. So, their long term drag on performance is related to no one under 50 having any wealth to manage and all their customers who do have wealth are in the at risk group for C19. Plus, the onboarding of new customers will have dropped measurably and this will have a marked impact on that long term drag on performance and possibly push any recovery much further down the road.
Most of the capital flows into LGEN are income funds as opposed to growth. Lots of capital is therefore linked to the div. fears over their solvency ratio puts pressure on the risk of a divi cut and that’s really what the market is probably hedging against at the moment.
It’s a stock that would naturally be on the radar for a sound recovery if the market determines that C19 is not going to make wealthy Boomers all die but instead just keep Gen X and the Millenials away from XTreme Shopping.
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