Share tips thread (Vol 2)

[ferrisbueller]

Luke. said:

ferrisbueller said:

Further to the musings about GSK earlier, anyone have any thoughts on Unilever?

Good to see this thread's gone all grown up again.

I'm trying!

[bad company]

ferrisbueller said:

Further to the musings about GSK earlier, anyone have any thoughts on Unilever?

Similar for me. I hold both as ‘steady eddies’ with good and covered dividends, they’re not about to shoot the lights out though.

[ferrisbueller]

bad company said:

ferrisbueller said:

Further to the musings about GSK earlier, anyone have any thoughts on Unilever?

Similar for me. I hold both as ‘steady eddies’ with good and covered dividends, they’re not about to shoot the lights out though.

I'm actually a chunk down on my GSK but it will sit in my ISA doing its thing forever. Unilever seems value relative to history but there are clearly some issues there, too. It does seem like a decent buy in for a staple dividend ISA holding now.

[naturals]

bad company said:

Similar for me. I hold both as ‘steady eddies’ with good and covered dividends, they’re not about to shoot the lights out though.

I bought both GSK and Unilever as steady shares for my pension about 3-4 months ago. Both instantly wobbled down (I think circa 15%). I'm holding for the long term and may top-up.

Unilever has a threat coming in the form of unbranded lookalike products. Phil Oakley has commented on this a number of times in IC. Personally, I buy Aldi mayonnaise these days, not Hellmann's. You can argue until the cows come home which is better. Hellmann's is not 3-4x better. My rationale for holding the shares is that if price competition gets too high, Unilever can produce a cheap alternative. They're a dynamic company with huge buying power. Eventually, they'll be able to compete more directly on price. The threat is the short to medium term margins if that happens.

GSK - yeah, they didn't do great out of Covid. IC did an article about 3 weeks ago on this. Their vaccine is apparently more adaptable, which means if variants spread, they can have a vaccine modified and approved in a matter of weeks, whereas the competition is a matter of months.

[vulture1]

I've set myself a new approach,

I have my long term forever holds and buy on dips. Legal and general. Lon Rio Tinto Persimmon etc

My next level down is medium term buy low sell higher range stocks. with a strict price target for selling and rebuying.


Then the green / ev stocks which i watched rocket then drop back to buy in whilst never skimming profit on the way up. That needs to be a change in my approach. If a long term growth like that 100%s I need to take something out of it.

Lastly the punts. Anything talked about in the what's your big gamble thread.

[Gargamel]

vulture1 said:

I've set myself a new approach,

I have my long term forever holds and buy on dips. Legal and general. Lon Rio Tinto Persimmon etc

My next level down is medium term buy low sell higher range stocks. with a strict price target for selling and rebuying.


Then the green / ev stocks which i watched rocket then drop back to buy in whilst never skimming profit on the way up. That needs to be a change in my approach. If a long term growth like that 100%s I need to take something out of it.

Lastly the punts. Anything talked about in the what's your big gamble thread.

I like it.

I have four eft’s for long term holds. I went on on five tips from the paper (Telegraph) which were stocks to buy now Brexit is settled. Done ok from those. I also buy recruitment shares when they fall into my target ranges, as they are cyclical and usually reliable.

[ATM]

Legal and General

Looks like a potential top around here. Only popped over this area meaningfully once before. Always rejected from this area previously and pushed back down. I think down is more likely than up.

[vulture1]

ATM said:

Legal and General

Looks like a potential top around here. Only popped over this area meaningfully once before. Always rejected from this area previously and pushed back down. I think down is more likely than up.

Yes I did wonder about that however I believe that it was on a steady rise to 400p from 2018 but brexit vote stuttered it. It then on 2019 decision finalised on brexit started that trend again before covid wiped everything out. I got in pretty low ish and want it for dividends for the next 25 years. Theres other stuff I will buy and sell with peaks and troughs

[bad company]

ATM said:

Legal and General

Looks like a potential top around here. Only popped over this area meaningfully once before. Always rejected from this area previously and pushed back down. I think down is more likely than up.

I’ve held L&G for several years. I’ll keep them for the very considerable dividends.

[ferrisbueller]

bad company said:

ATM said:

Legal and General

Looks like a potential top around here. Only popped over this area meaningfully once before. Always rejected from this area previously and pushed back down. I think down is more likely than up.

I’ve held L&G for several years. I’ll keep them for the very considerable dividends.

Similar. I topped up with a chunk around 170 post covid, which equates to a dividend of around 10%. Won't grumble at that.

[ooid]

Anyone will be investing on Deliveroo soon?

Tempting (as tempting to order 5 guys burgers tonight via deliveroo )

[p1stonhead]

Few quid I left in GME is doing ok....

WTF is going on again!

[g4ry13]

p1stonhead said:

Few quid I left in GME is doing ok....

WTF is going on again!

Apes together strong

It all took off after Keith Gill doubled down his holding and bought an extra 50,000 shares.

[jammy-git]

p1stonhead said:

Few quid I left in GME is doing ok....

WTF is going on again!

Ahhhhh, was wondering who had jinxed it!

[p1stonhead]

jammy-git said:

p1stonhead said:

Few quid I left in GME is doing ok....

WTF is going on again!

Ahhhhh, was wondering who had jinxed it!

Possibly I sold at 340

[jammy-git]

I had already moved my stop limits twice today, but I've been on a call all afternoon so my last one was set at 290!

[p1stonhead]

Now I’m not one for shouting ‘market manipulation!?!?’ bit can someone explain the below? What might cause this other than coincidence?

Both, for want of a better word, ‘Reddit meme’ stocks charts for today. They were both having big rises.

[K12beano]

ooid said:

Anyone will be investing on Deliveroo soon?

Tempting (as tempting to order 5 guys burgers tonight via deliveroo )

I don't get it.

Crudely, if Deliveroo didn't make a profit in the last year, how is the model likely to be profitable in future? What have they actually got that will be magically monetised before other actors come in to disrupt it?

Yeah - might go some fish and chips though.....

[p1stonhead]

K12beano said:

ooid said:

Anyone will be investing on Deliveroo soon?

Tempting (as tempting to order 5 guys burgers tonight via deliveroo )

I don't get it.

Crudely, if Deliveroo didn't make a profit in the last year, how is the model likely to be profitable in future? What have they actually got that will be magically monetised before other actors come in to disrupt it?

Yeah - might go some fish and chips though.....

This is it for me.

No profit during 2020 means they’ll never do it! Takeout was all there was for most of the year!

[vulture1]

p1stonhead said:

K12beano said:

ooid said:

Anyone will be investing on Deliveroo soon?

Tempting (as tempting to order 5 guys burgers tonight via deliveroo )

I don't get it.

Crudely, if Deliveroo didn't make a profit in the last year, how is the model likely to be profitable in future? What have they actually got that will be magically monetised before other actors come in to disrupt it?

Yeah - might go some fish and chips though.....

This is it for me.

No profit during 2020 means they’ll never do it! Takeout was all there was for most of the year!

Agreed I can't see how they couldn't make it work. And being forced to treat staff as staff.