2007 share tips

Author
Discussion

BigAlinEmbra

1,629 posts

217 months

Tuesday 16th January 2007
quotequote all
johnfm said:
Interesting to see which sectors are performing. I would have thosut aerospace adn defence would be doing great, but as a sector its not doing any better than the FTSE100. SAme with banking. Interesting to see both land line and mobile telcomms doing so well.



Aren't telecomms a bit more volatile than banking?
Spose it depends whether you're willing to risk your capital or not!
Should be a good year for FTSE with interest rates high.

I'd go for some gilts after the next rate hike just to protect against them dropping too though.

Leftie

Original Poster:

11,808 posts

240 months

Wednesday 17th January 2007
quotequote all


I have been reading the 'Book of Wealth' by Templar. Suggests that you only buy shares in sectors you know and understand, which has rung true fior me. All my retail/transport stuff has done well, all my telecoms and leisure has gon t1ts up. Could be just luck of the sectors but I always felt confident that shares in retailesr I like and use would bounce back because I tend to follow the in-crowd and proceed the big crowd a bit in my retail choices, so if I am buying, lots more people did so before me and many more after me.

I am now thinking of selling up when/if Shefffield United stay up in the premiership!

zed sump

3,140 posts

242 months

Tuesday 30th January 2007
quotequote all
Leftie said:


I have been reading the 'Book of Wealth' by Templar. Suggests that you only buy shares in sectors you know and understand, which has rung true fior me. All my retail/transport stuff has done well, all my telecoms and leisure has gon t1ts up. Could be just luck of the sectors but I always felt confident that shares in retailesr I like and use would bounce back because I tend to follow the in-crowd and proceed the big crowd a bit in my retail choices, so if I am buying, lots more people did so before me and many more after me.

I am now thinking of selling up when/if Shefffield United stay up in the premiership!



well if understanding is china and india want more metals so invest in mining and refining co.s then it may be true
silvercorps and titanium metals corp had me 50% up this time last year (in 4 mths!)... couldn't see the point in going for shares that were returning less than 5% annual.

Leftie

Original Poster:

11,808 posts

240 months

Wednesday 31st January 2007
quotequote all
zed sump said:
Leftie said:


I have been reading the 'Book of Wealth' by Templar. Suggests that you only buy shares in sectors you know and understand, which has rung true fior me. All my retail/transport stuff has done well, all my telecoms and leisure has gon t1ts up. Could be just luck of the sectors but I always felt confident that shares in retailesr I like and use would bounce back because I tend to follow the in-crowd and proceed the big crowd a bit in my retail choices, so if I am buying, lots more people did so before me and many more after me.

I am now thinking of selling up when/if Shefffield United stay up in the premiership!



well if understanding is china and india want more metals so invest in mining and refining co.s then it may be true
silvercorps and titanium metals corp had me 50% up this time last year (in 4 mths!)... couldn't see the point in going for shares that were returning less than 5% annual.


Mate of mine is on his arse on copper prices and shares at the moment: so volatile people keep cancelling orders waiting for a lower/higher prioce.

blot

1,308 posts

242 months

Tuesday 26th June 2007
quotequote all
Just found this thread whilst idly searching for something else.

I noticed a PH share club was mentioned?

Just curious as to how it's going and what the club have invested in??


Mattt

16,662 posts

223 months

Tuesday 26th June 2007
quotequote all
blot said:
Just found this thread whilst idly searching for something else.

I noticed a PH share club was mentioned?

Just curious as to how it's going and what the club have invested in??
Don't ask rofl

limpsfield

6,061 posts

258 months

Tuesday 26th June 2007
quotequote all
Mattt said:
blot said:
Just found this thread whilst idly searching for something else.

I noticed a PH share club was mentioned?

Just curious as to how it's going and what the club have invested in??
Don't ask rofl
why? the market is higher

Mattt

16,662 posts

223 months

Tuesday 26th June 2007
quotequote all
limpsfield said:
Mattt said:
blot said:
Just found this thread whilst idly searching for something else.

I noticed a PH share club was mentioned?

Just curious as to how it's going and what the club have invested in??
Don't ask rofl
why? the market is higher
Administration was a nightmare due to money laundering regs, so that never really took off, then the money got used to do spread betting, and we took a 50% loss.

blot

1,308 posts

242 months

Wednesday 27th June 2007
quotequote all
ouch!

Seany88

1,245 posts

225 months

Wednesday 27th June 2007
quotequote all
zed sump said:
Leftie said:
I have been reading the 'Book of Wealth' by Templar. Suggests that you only buy shares in sectors you know and understand, which has rung true fior me. All my retail/transport stuff has done well, all my telecoms and leisure has gon t1ts up. Could be just luck of the sectors but I always felt confident that shares in retailesr I like and use would bounce back because I tend to follow the in-crowd and proceed the big crowd a bit in my retail choices, so if I am buying, lots more people did so before me and many more after me.

I am now thinking of selling up when/if Shefffield United stay up in the premiership!
well if understanding is china and india want more metals so invest in mining and refining co.s then it may be true smile
silvercorps and titanium metals corp had me 50% up this time last year (in 4 mths!)... couldn't see the point in going for shares that were returning less than 5% annual.
So when up at 50% did you take your money and run? Or stay in hoping for more. I've invested in a fund that was up 10% in 3mths, and now its dropping. I know 10% isn't amazing, but what with all the talk of recession etc what are people's thoughts?

g4ry13

18,194 posts

260 months

Wednesday 27th June 2007
quotequote all
Seany88 said:
So when up at 50% did you take your money and run? Or stay in hoping for more. I've invested in a fund that was up 10% in 3mths, and now its dropping. I know 10% isn't amazing, but what with all the talk of recession etc what are people's thoughts?
Shh....there's no recession coming along - we don't speak about that wink Perhaps a few "corrections" (which we're supposed to have already seen but that's it)

I've been guilty of of being up 50% earlier this year with Partygaming and got greedy and held, and held...and held and then sold making very little on the deal (I definitely learnt a lesson there.)

My portfolio is a mixed bag, 1 is doing very nicely at the moment (Tanfield), 1 is going sideways and I think i'll be keeping them till results and hope to take some profit and 1 is going badly off-setting my Tanfield profits and I'm just going to hold and hope for some good news that is expected to be delivered in July.

There's definitely the expectation for interest rates to increase - but this hasn't slowed the markets down the past and has actually led to increases in the past. China is a concern as everyone's so sur ethe bubble's going to burst but no idea when. Perhaps it won't and will just slow down, but i'm not an Economist earning 6 figures so can't comment too much. USA market, very volatile at the moment, weak dollar - could see some strength soon and elections coming up shortly so could see some changes in the economy. Definitely interesting times for the market especially with talk of PE and huge scale takeovers - very little has become "too big to takeover".

zed sump

3,140 posts

242 months

Wednesday 27th June 2007
quotequote all
g4ry13 said:
Shh....there's no recession coming along - we don't speak about that wink Perhaps a few "corrections" (which we're supposed to have already seen but that's it)

I've been guilty of of being up 50% earlier this year with Partygaming and got greedy and held, and held...and held and then sold making very little on the deal (I definitely learnt a lesson there.)

My portfolio is a mixed bag, 1 is doing very nicely at the moment (Tanfield), 1 is going sideways and I think i'll be keeping them till results and hope to take some profit and 1 is going badly off-setting my Tanfield profits and I'm just going to hold and hope for some good news that is expected to be delivered in July.

There's definitely the expectation for interest rates to increase - but this hasn't slowed the markets down the past and has actually led to increases in the past. China is a concern as everyone's so sur ethe bubble's going to burst but no idea when. Perhaps it won't and will just slow down, but i'm not an Economist earning 6 figures so can't comment too much. USA market, very volatile at the moment, weak dollar - could see some strength soon and elections coming up shortly so could see some changes in the economy. Definitely interesting times for the market especially with talk of PE and huge scale takeovers - very little has become "too big to takeover".
checked out Tanfield a month ago... and they were striking!... but the price was still rising after that major deal...
but after buying into 2 trusts 3 days ago to add to the 2 already had, they're dropping with the 3 consecutive FTSE days' drop and i might get atleast 3 stop losses triggered all at once before saturday frown

g4ry13

18,194 posts

260 months

Wednesday 27th June 2007
quotequote all
zed sump said:
checked out Tanfield a month ago... and they were striking!... but the price was still rising after that major deal...
but after buying into 2 trusts 3 days ago to add to the 2 already had, they're dropping with the 3 consecutive FTSE days' drop and i might get atleast 3 stop losses triggered all at once before saturday frown
Perhaps try Tanfield with a small stake - perhaps not tomorrow as there may be some profit taking after today's rise. If you bought at today's low and sold at the high you'd have made about 13% - but this sort of stuff needs a crystal ball. I bought in a few weeks ago at what I thought was a high price - 154p but they've still risen despite faling below my purchase price a few times. At 150p Morgan Stanley set a target of 250p which they set months ago (today Tanfield closed at 184p) and that was before today's announcement - so who knows what it could be now? I'm holding for the next 2 weeks but as ever DYOR. I just wish some of my other stuff was doing half as well as Tanfield.

Out of interest though, what trusts are you using? Have you made much out of them in the past percentage wise and is there a minimum investment requirement?

Seany88

1,245 posts

225 months

Thursday 28th June 2007
quotequote all
The forever optimist? smile

I think i'll just let it do its thing, esp. as its in an ISA wrapper now so no point pulling out and wasting my allowance I guess.

Tanfield eh? Just had a quick look and its shot up since last July! Good buy there! Anyone bought into Ryanair?

g4ry13

18,194 posts

260 months

Thursday 28th June 2007
quotequote all
Seany88 said:
The forever optimist? smile

I think i'll just let it do its thing, esp. as its in an ISA wrapper now so no point pulling out and wasting my allowance I guess.

Tanfield eh? Just had a quick look and its shot up since last July! Good buy there! Anyone bought into Ryanair?
Kind of, you got my number paperbag My optimism caused me to lose about 50% profit in a matter of days - gutted.

You might want to take a quick look at Tanfield aganin today, I think i'm getting to the stage where I may take half my profits with me which I didn't do last time.

Not bought into Ryanair myself and I think Shares magazine were recommending it as a Sell a few weeks ago. I'd say that most of these low-budget airlines have grown to a certain point where only increases in growth will be relatively small and better opportunities can be found in some recovery stocks or growwth stocks.

emicen

8,679 posts

223 months

Thursday 28th June 2007
quotequote all
I had completely forgotten about this thread but now is the time for me to invest some cash.

Scottish Power's take over has left me with a cheque to cash and then re-invest.

Do any of the afforementioned websites for purchasing shares allow you to set stop losses and whatever the upwards equivalent is? As in, could I buy shares at 100, and then set it up to automatically sell if they go to 100 - x% or automatically sell if they go to 100 + x%?

g4ry13

18,194 posts

260 months

Thursday 28th June 2007
quotequote all
emicen said:
Do any of the afforementioned websites for purchasing shares allow you to set stop losses and whatever the upwards equivalent is? As in, could I buy shares at 100, and then set it up to automatically sell if they go to 100 - x% or automatically sell if they go to 100 + x%?
Those would be limit orders wink

iii allows you to set those orders and it's one of the cheapest around for commission charges online (I don't work for iii by the way smile)

Seany88

1,245 posts

225 months

Thursday 28th June 2007
quotequote all
That's as a spread bet though right? Not actually 'owning' the shares?

g4ry13

18,194 posts

260 months

Thursday 28th June 2007
quotequote all
Seany88 said:
That's as a spread bet though right? Not actually 'owning' the shares?
What's that regarding? If it was my Partygaming I'd bought the shares at 40p, could have sold at 58p and then ended up closing at 43p after a profit warning was issued.

_Lee_

7,520 posts

248 months

Thursday 28th June 2007
quotequote all
Leftie said:
I have been reading the 'Book of Wealth' by Templar. Suggests that you only buy shares in sectors you know and understand, which has rung true fior me. All my retail/transport stuff has done well, all my telecoms and leisure has gon t1ts up. Could be just luck of the sectors but I always felt confident that shares in retailesr I like and use would bounce back because I tend to follow the in-crowd and proceed the big crowd a bit in my retail choices, so if I am buying, lots more people did so before me and many more after me.

I am now thinking of selling up when/if Shefffield United stay up in the premiership!
I like the idea of only owning shares you know and understand but unfortunately I think unless the person understands all of the major sectors they are likely to become unbalanced and as such, induce risk.

I suppose the person could modify the plan to include some large companies that are expected to do well out of their chosen sectors, this will give them some diversification and add strength to the portfolio.