Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

Burwood

18,709 posts

246 months

Thursday 12th December 2019
quotequote all
g4ry13 said:
Could be a good day on the markets tomorrow if we get a good Conservative majority.

I got out of half my BOO a few weeks ago at £3.10 before the directors offloaded £150M and it then fell. Money was reinvested into KAZ which has been working out so far. Only thing is I wish that I sold the lot of BOO.
Not the first time they’ve fked their shareholders is it.

g4ry13

16,976 posts

255 months

Thursday 12th December 2019
quotequote all
Burwood said:
g4ry13 said:
Could be a good day on the markets tomorrow if we get a good Conservative majority.

I got out of half my BOO a few weeks ago at £3.10 before the directors offloaded £150M and it then fell. Money was reinvested into KAZ which has been working out so far. Only thing is I wish that I sold the lot of BOO.
Not the first time they’ve fked their shareholders is it.
The directors and CEO have had a track record of dumping stock after good results. Fortunately I took half my position and still in a decent profit. But next time it goes near £3 i'm going to run. The CEO was promised a bonus if they get share price to a certain level in 5 years but it doesn't help when the owners sell off chunks of stock.

bad company

18,558 posts

266 months

Friday 13th December 2019
quotequote all
Burwood said:
g4ry13 said:
Could be a good day on the markets tomorrow if we get a good Conservative majority.

I got out of half my BOO a few weeks ago at £3.10 before the directors offloaded £150M and it then fell. Money was reinvested into KAZ which has been working out so far. Only thing is I wish that I sold the lot of BOO.
Not the first time they’ve fked their shareholders is it.
Directors/owners in it for the money shocker. laugh

Burwood

18,709 posts

246 months

Friday 13th December 2019
quotequote all
bad company said:
Burwood said:
g4ry13 said:
Could be a good day on the markets tomorrow if we get a good Conservative majority.

I got out of half my BOO a few weeks ago at £3.10 before the directors offloaded £150M and it then fell. Money was reinvested into KAZ which has been working out so far. Only thing is I wish that I sold the lot of BOO.
Not the first time they’ve fked their shareholders is it.
Directors/owners in it for the money shocker. laugh
It's the sheer size and haste of the selling.

g4ry13

16,976 posts

255 months

Friday 13th December 2019
quotequote all
Burwood said:
bad company said:
Burwood said:
g4ry13 said:
Could be a good day on the markets tomorrow if we get a good Conservative majority.

I got out of half my BOO a few weeks ago at £3.10 before the directors offloaded £150M and it then fell. Money was reinvested into KAZ which has been working out so far. Only thing is I wish that I sold the lot of BOO.
Not the first time they’ve fked their shareholders is it.
Directors/owners in it for the money shocker. laugh
It's the sheer size and haste of the selling.
It doesn't really generate much confidence if they're bailing out of the shares every time the stock goes up a bit. Obviously it's a business and not charity. If they were more sensible about their transactions they would have probably made more out of them.

Burwood

18,709 posts

246 months

Friday 13th December 2019
quotequote all
g4ry13 said:
Burwood said:
bad company said:
Burwood said:
g4ry13 said:
Could be a good day on the markets tomorrow if we get a good Conservative majority.

I got out of half my BOO a few weeks ago at £3.10 before the directors offloaded £150M and it then fell. Money was reinvested into KAZ which has been working out so far. Only thing is I wish that I sold the lot of BOO.
Not the first time they’ve fked their shareholders is it.
Directors/owners in it for the money shocker. laugh
It's the sheer size and haste of the selling.
It doesn't really generate much confidence if they're bailing out of the shares every time the stock goes up a bit. Obviously it's a business and not charity. If they were more sensible about their transactions they would have probably made more out of them.
Exactly-and so would the other shareholders. 150M is a hell of a selldown. Odds are they award themselves a load more and dilute everyones holding. I'm a realist. The founders want to cash in but it's too OTT. Maybe they wanted to sell before the risk of Corbyn slapping them with 40%+ CGT

Zippee

13,460 posts

234 months

Friday 13th December 2019
quotequote all
Took a 55% profit today on Taylor wimpey following the election bounce.

Benbay001

5,794 posts

157 months

Friday 13th December 2019
quotequote all
I am trying to figure out why IAG is up 13% today.

Is it because all their costs are born in currency other than GBP? Surely not.

Something to do with the EU Airline ownership ruling?

Please help. biggrin

bmwmike

6,945 posts

108 months

Friday 13th December 2019
quotequote all
Persimmon up 12% today too. Lloyds was up 8% at one point. I guess it's confidence in UK companies following the tory majority. I expect they will drop again as BJ opens his mouth over the next few weeks.

Paddymcc

933 posts

191 months

Saturday 14th December 2019
quotequote all
Nice return on Tullow OIl this week, removed my 5k stake which left me with nearly 4000 shares for free.

Makes a change for me sticking to the end and ending up 95% down

bad company

18,558 posts

266 months

Saturday 14th December 2019
quotequote all
Benbay001 said:
I am trying to figure out why IAG is up 13% today.

Is it because all their costs are born in currency other than GBP? Surely not.

Something to do with the EU Airline ownership ruling?

Please help. biggrin
HSBC gave them a buy recommendation with a target price of 750p.

Benbay001

5,794 posts

157 months

Saturday 14th December 2019
quotequote all
bad company said:
HSBC gave them a buy recommendation with a target price of 750p.
Yes, but they already had plenty of buy ratings that were +25% on their current price.

anonymous-user

54 months

Saturday 14th December 2019
quotequote all
Paddymcc said:
Nice return on Tullow OIl this week, removed my 5k stake which left me with nearly 4000 shares for free.

Makes a change for me sticking to the end and ending up 95% down
thumbup
It was massively oversold.
If I didn't have all my beans tied up in others I would have took a 5k punt for the boingy bounce.

guindilias

5,245 posts

120 months

Sunday 15th December 2019
quotequote all
I have now opened an IG account and do almost all my CFDs on there, and getting into spread betting (stocks, not horses or anything!).
Takes a while to get used to a new interface, but getting more comfortable with it all the time, still use Etoro occasionally but less and less.

My IG account manager has a really annoying habit of phoning me, even though I have told him to email me anything he needs to say - it's got to the point where I have answered and said "Just send it through on email" and hung up before he even gets a chance to talk. He rarely mails me, so I assume he was just going to go ahead with the "happy with the platform?" stuff - if I said "no" he's hardly going to change the IG platform just to suit me... idiot.

Problem is that the Nasdaq has turned to rubbish - you can never say the stock market is predictable, but at the minute the tech sector is even more unpredictable - it's all over the place from day to day as Trump messes up things more and more. Praying that the fact he will be subject to an impeachment hearing will cost him the presidency, even though he obviously isn't going to be impeached.

He's as bad as Elon Musk when it comes to Twitter, and one comment overnight can send the whole tech sector down by a percent or so overnight.
The sooner the US gets a decent head the better - I think anything would be better than that idiot. It's like he's on coke all the time, he just blurts out whatever he is thinking at the time, seems to have no "inner voice"...

dingg

3,984 posts

219 months

Sunday 15th December 2019
quotequote all
Try trading crude following his tweets.....

ATM

18,280 posts

219 months

Sunday 15th December 2019
quotequote all
I heard something interesting about Trump. They said if he only gets a couple of hours sleep a night he's probably bonkers from sleep deprivation.

Benbay001

5,794 posts

157 months

Sunday 15th December 2019
quotequote all
Im thinking of buying a position in TheWorks.co.uk. (WRKS)

Reasoning:

  • Totally oversold in my opinion - warned on profit at half year, saying that FY profit would be significantly below market expectations. However at the time they were trading at 78p, they are currently at 30p, with no other news as far as i can see. At 30p per share they would need to make £1.8m for a P/E of 10. Which equals 0.82% profit margin from my maths using last years revenue.
  • No debt on the book. However this is partially because they paid it off with the IPO money, so may not tell the whole story.
  • Book value per share is 60p
  • Visited a The Works store for Christmas shopping last week and it was packed with people and the variety of products on offer were great and at great prices. I could have done all my Christmas shopping in one shop if i had so wanted.

Things that make me nervous:

  • Not long since IPO. Concerns the debt will start to build again.
  • Worries the full year will be truly bad.
  • Decline in retail in general.
  • Lack of moat to stop competitors.
  • Profit margin for previous years has generally been low, so i guess it wouldnt take much to make a loss?


Anyone have a view on them?

ETA: Still trying to figure if dividend yield is affordable.

Edited by Benbay001 on Sunday 15th December 17:16

bad company

18,558 posts

266 months

Monday 16th December 2019
quotequote all
I bought some shares first thing this morning and have more to put into the market. I’m troubled as it’s all just going up and up and that makes me nervous.

So how long with the ‘Boris Bounce’ last and how high will it go?

Jambo85

3,319 posts

88 months

Monday 16th December 2019
quotequote all
speedyguy said:
Paddymcc said:
Nice return on Tullow OIl this week, removed my 5k stake which left me with nearly 4000 shares for free.

Makes a change for me sticking to the end and ending up 95% down
thumbup
It was massively oversold.
If I didn't have all my beans tied up in others I would have took a 5k punt for the boingy bounce.
Bloody hell what has been happening to them? I've held them for years but sold out around the £2 mark (at a major loss) as I needed cash. A good move in hindsight!

Greshamst

2,053 posts

120 months

Thursday 19th December 2019
quotequote all
PHE is up some 30% today.