Share tips thread (Vol 2)

[FredClogs]

After a torrid last 1/4 for the share price WJG is recovering nicely, pays a very good dividend fingers crossed I'll break even over the coming weeks.

[Kingdom35]

Out of interest what main websites do people follow?

Fools
Proactive Investors
iii
Google Finance

I feel like sometimes I read articles and miss the boat ie Evgen Pharm, Premier Oils, TERN to name 3 so far.

I'm looking at Capita, Sirius and Powerhouse at the moment through comments on here and articles. Building up knowledge but also sometimes thinking I need to be braver and improve my timing.

Areas I think I need to be looking at are P/E, Research project/test results, historical share prices, company debt/accounts, websites on news and articles relating to where the company want to go and also management/experience heads leading companies.

Am I on the right lines? Missing anything doubly important in my research?

I'm in Nanoco, Zioc and Genel at present, up about 7% overall but that's Genel long term pulling that % up. Nanoco near on evens and Zioc waiting for later on in the year and progress reports - down with them at the moment :-/

[guindilias]

Jambo85 said:

Bravo! Wish I had had the balls! Do all brokers offer such things? I use HL and don't see such an option, can't even figure out how to take a short position!

Most CFD sites would offer it I presume - I use Etoro, probably the biggest of CFD sites. It's in their interest, because you aren't actually buying shares, and if you lose a huge amount (which a lot of people do, particularly on high leverage) they get the money.
So many people register, go into it without doing any research or even practicing on the "virtual account" they give you, and then continue to throw good money after bad.
It's "Social Trading", so you get to read people's comments - the amount of people who actually open a short position rather than a buy position by mistake, or open a position on a share that has "gone up really high" is pretty astonishing.
Half of them don't even understand the concept of buying the lows, and selling the highs... all money for Etoro.
Every single day there are stacks of people asking "What time does Nasdaq open at today" - if you don't even know that, or can't manage to find out, you shouldn't be doing anything with CFDs!

[Jambo85]

xyz123 said:

Any thoughts on nations grid and tesco? Tesco on particular looks to have turned around the business. National grid on the other hand is diversifying more and share price is quite down from its highs couple of years earlier.

I hold NG which based on past performance is a sure indicator that they will do badly... Joking aside - I bought because following the price drop which you cite their dividend is excellent (assuming it is maintained).

HL had a write up recently about them (I think - I can't find it now) and in short they said one issue weighing on their price is the threat of a labour government and nationalisation of utilities. Also utilities being a place for safe money, if interest rates rise then a sell off is likely.

[NRS]

Kingdom35 said:

Out of interest what main websites do people follow?

Fools
Proactive Investors
iii
Google Finance

I feel like sometimes I read articles and miss the boat ie Evgen Pharm, Premier Oils, TERN to name 3 so far.

I'm looking at Capita, Sirius and Powerhouse at the moment through comments on here and articles. Building up knowledge but also sometimes thinking I need to be braver and improve my timing.

Areas I think I need to be looking at are P/E, Research project/test results, historical share prices, company debt/accounts, websites on news and articles relating to where the company want to go and also management/experience heads leading companies.

Am I on the right lines? Missing anything doubly important in my research?

I'm in Nanoco, Zioc and Genel at present, up about 7% overall but that's Genel long term pulling that % up. Nanoco near on evens and Zioc waiting for later on in the year and progress reports - down with them at the moment :-/

Just remember for a lot of the articles you read and regret missing the boat, there will be a lot of articles you read, think about buying it, don't, and then because you're not in it you don't pay attention, and the price drops. Or sometimes it's just that the company was bad, but gets lucky and so x months later it would be a nice profit, but the decision at the time was right.

One of the interesting videos posted elsewhere on here by Fundsmith is that to a certain extent (once you have made sure it's a good company) more information is an enemy for longer term investing. In games it is shown people who have a lot more information throughout the life time of their owning tend to try and trade it more to maximise shorter term highs and lows, get it wrong at one/several points. So they do worse than if they just left it.

That said, smaller AIM companies this is likely to be a bad idea on, although I generally wouldn't touch them anyway. You can even see it on here to a certain extent. Many start off with AIM, on the dream of getting rich quick. They might do well at first, then the small drugs company has a failed result on their drug, and the price collapses. Over time they lose lots of money, and either stop shares, or move over to "proper" shares where you have less potential for getting completely smashed.

[g4ry13]

g4ry13 said:

supercommuter said:

Zippee said:

supercommuter said:

bmwmike said:

Nice to see BOO up a bit today

Again today as well

You jinxed it....

Haha I am actually the most unlucky person

Might be tempted to dip my toe into them. I'll see what happens tomorrow with them.

Still looking at Debenhams dividend but not sure how they can afford to pay that and whether they'll be around long term.

Last night I had a look at the Boohoo site and if i'm honest thought the stuff looked like crap and was going to write them off. Then I spoke with a friend who has used Boohoo and said it was good. The fundamentals would currently support that so I took the plunge at £1.76. Already in a profit so can't complain too much at this point in time.

[yajeed]

Anyone in NCCL? The last couple of days have been pretty encouraging. It's a binary bet, but the upside looks pretty healthy, if they can pull it off.

[guindilias]

Is anyone else going for MasterCard (MA) before their ER on Wednesday? The analysts seem keen, and Visa knocked the ball out of the park last Wednesday on their ER.
Looks like it should be a pretty good bet for a quick profit.

[Jambo85]

guindilias said:

Jambo85 said:

Bravo! Wish I had had the balls! Do all brokers offer such things? I use HL and don't see such an option, can't even figure out how to take a short position!

Most CFD sites would offer it I presume - I use Etoro, probably the biggest of CFD sites. It's in their interest, because you aren't actually buying shares, and if you lose a huge amount (which a lot of people do, particularly on high leverage) they get the money.
So many people register, go into it without doing any research or even practicing on the "virtual account" they give you, and then continue to throw good money after bad.
It's "Social Trading", so you get to read people's comments - the amount of people who actually open a short position rather than a buy position by mistake, or open a position on a share that has "gone up really high" is pretty astonishing.
Half of them don't even understand the concept of buying the lows, and selling the highs... all money for Etoro.
Every single day there are stacks of people asking "What time does Nasdaq open at today" - if you don't even know that, or can't manage to find out, you shouldn't be doing anything with CFDs!

Much appreciated and warning well received! I like the idea of the virtual account, will have a play. I need to research more but my reason for researching short positions is FEVR. Far too much expectation priced in IMO.

[Mezger]

The Ferret said:

Last RNS wasn't exactly the best. News like that was always going to have a pretty bad impact, and no doubt the herd effect of sellers helped push it down further. It's hard to see it going anywhere in the short term now, 5% down today.

In the same industry, same MCAP, what are peoples opinions on Scancell (SCLP) ?

I've always had a soft spot for this one, but currently sat on the sidelines after making some good money back when it made the Moditope discovery. SP has just reached the placing price announced last week which was oversubscribed. Before this it was climbing nicely, and news-flow had improved in recent months.

Unable to get any real opinion on the products in trial. LSE forum has a resident lunatic ramper who would argue black is white and completely ruins any chance of getting any solid info. ADVFN the same. Why is it these companies attract such knobs?

In a nutshell the product appears to work, has hugely prolonged the life of the patients on the trial who otherwise probably wouldn't be with us now, and it's programmable to target different cancers. Only gripe is the trial size was too small and perhaps biased. That said, a new trial now has funding and if it comes good the market is almost limitless.

Anyone ever looked at it in more detail and come to any conclusions?

I've been in SCLP since 2012, wasn't smart enough to sell on the Moditope spike though. I love the fact we have retained the IP despite the necessary placings. It's a bio, so, obviously hugely risky but 2 platforms (just acquired a 3rd), 4 lead products and lots of upcoming trials for validation one way or the other. I think the next 18-24 months will be company defining, once this placing is behind us we can look forward to the trial results and also the result of the Cancer Research UK Grand Challenge to come in November.

Yes, I also agree about the Resident Ramper, they would have an argument in an empty room! :-)

[Mezger]

BLVN Anyone? Bowleven, lots of cash, a 25% stake in Etinde and a free carry for a drilling campaign which begins this month. I know it's a small oiler but it seems a lot less risky than most. Also, should mention, previous Mgt team were ousted and new Private Equity company has taken control and so far managing expenses very well. Time will tell.

[Jambo85]

Mezger said:

BLVN Anyone?

I recently cut my losses after holding for years, so it should fly!!

Didn't even check to find out about a new well dammit.

[egomeister]

egomeister said:

alistair1234 said:

Anyone in IMM or know what is going on? Huge drop last week, started to recover a bit again.

I was in this, kicking myself for not de-risking ahead of results but I got too greedy.

As mentioned above the drug didn't deliver on its P3 trial, seemingly through a high response rate on the control group meaning clear efficacy wasn't established. They have some cash, but I don't think enough to redo the trial although potentially a deeper examination of the results could open up the possibility of using it for more targeted groups of patients. I can't see any short term recovery unless they can pull a rabbit out of a hat somehow.

There has been some horrendous ramping going on - I'd have gone short at 40p+ if I had an account at IG or similar.

Really kicking myself for not getting set up on IG now... lol

[Oi_Oi_Savaloy]

Plus500 released a stonking set of results (altho they've hastily said that it's down to a couple of one-offs) for Q1 and have revised their full year expectations too.

Just thought I'd update things here

[g4ry13]

Oi_Oi_Savaloy said:

Plus500 released a stonking set of results (altho they've hastily said that it's down to a couple of one-offs) for Q1 and have revised their full year expectations too.

Just thought I'd update things here

They heavily marketed crypto trading and were one of the first to offer it. It took a while for others to start offering similar products and the crypto hype has died down a bit since the peaks of November/December.

[Oi_Oi_Savaloy]

In their results presentation they made it clear that some of the 'mega' results they published were down to a couple of one-offs (crypto trading) being one.

They only have to achieve another £93million over the rest of the year, to equal 2017's results (dividend of 168 cents, after the Israeli tax from memory).

I'm not saying there aren't issues with Plus500 (I even said I didn't like the company in the first post I mentioned on here last week!) but they do keep grinding out solid performance.

Just thought I'd highlight it for others to do their own research that's all.

[guindilias]

guindilias said:

Is anyone else going for MasterCard (MA) before their ER on Wednesday? The analysts seem keen, and Visa knocked the ball out of the park last Wednesday on their ER.
Looks like it should be a pretty good bet for a quick profit.

57% profit on that one, took profit, then it took a dive. BABA next, earnings on Friday... at 10x leverage of course.

[guindilias]

Just an example of the stupidity you see on Etoro -

User1(Norwegian) - "MasterCard, why I loseing (sic) money when it going up?"
User2 - "Cos you are selling!"
User1 - "They Steel 900 dollar from me! Svindel!" (as spelt!)

I don't know how some of these people even manage to tie their shoelaces in the morning...

[NRS]

guindilias said:

Just an example of the stupidity you see on Etoro -

User1(Norwegian) - "MasterCard, why I loseing (sic) money when it going up?"
User2 - "Cos you are selling!"
User1 - "They Steel 900 dollar from me! Svindel!" (as spelt!)

I don't know how some of these people even manage to tie their shoelaces in the morning...

Well, in their defence that is the correct spelling of swindle in Norwegian...

[bad company]

Rightly or wrongly I sold my Sainsbury shares yesterday. I bought them for a reliable yield but thought I’d take profits.

Now what to buy with that money???