Your questions answered Vol 2 - IM Private Clients
Discussion
mikeiow said:
chip* said:
samdale said:
Is that PHE growth number since inception of the fund (iirc, late 2019)?
I jumped in fairly early on, & from 7th July '19, mine shows 21.68%
.My PHE is currently showing +26% (on the 24p I have left in it).
Question for IM..
I want to sell in full my PHO holding in each portfolio (x5). I was about to initiate the switch this morning (before 9am) from PHO to Index100 but just wondered if it would of completed before the 'rebalancing' which is due to complete on 8th Feb? I've obviously now missed today's window so my next chance is tomorrow morning (26th Jan). How long will it take to complete if actioned tomorrow morn (26th, before 9am)? Cheers
I want to sell in full my PHO holding in each portfolio (x5). I was about to initiate the switch this morning (before 9am) from PHO to Index100 but just wondered if it would of completed before the 'rebalancing' which is due to complete on 8th Feb? I've obviously now missed today's window so my next chance is tomorrow morning (26th Jan). How long will it take to complete if actioned tomorrow morn (26th, before 9am)? Cheers
SimonTheSailor said:
Eh ?! How does your PHR show 186% ? I thought I got in early and I'm showing 120% !!
Surely that's an effect of what the value was when it was bought? Those that got in on day 1 suffered a loss at some point. If another investor happened to invest at the lowest point of that loss, their gain would be greater - unless Cameron Diaz has anything to do with it? Phooey said:
Question for IM..
I want to sell in full my PHO holding in each portfolio (x5). I was about to initiate the switch this morning (before 9am) from PHO to Index100 but just wondered if it would of completed before the 'rebalancing' which is due to complete on 8th Feb? I've obviously now missed today's window so my next chance is tomorrow morning (26th Jan). How long will it take to complete if actioned tomorrow morn (26th, before 9am)? Cheers
Sorry for hijack of your question ( which I am interested in the answer) IM100 : both my holdings in this have done worse than the PHO . Timing huh . I want to sell in full my PHO holding in each portfolio (x5). I was about to initiate the switch this morning (before 9am) from PHO to Index100 but just wondered if it would of completed before the 'rebalancing' which is due to complete on 8th Feb? I've obviously now missed today's window so my next chance is tomorrow morning (26th Jan). How long will it take to complete if actioned tomorrow morn (26th, before 9am)? Cheers
Phooey said:
Question for IM..
I want to sell in full my PHO holding in each portfolio (x5). I was about to initiate the switch this morning (before 9am) from PHO to Index100 but just wondered if it would of completed before the 'rebalancing' which is due to complete on 8th Feb? I've obviously now missed today's window so my next chance is tomorrow morning (26th Jan). How long will it take to complete if actioned tomorrow morn (26th, before 9am)? Cheers
Hi PhooeyI want to sell in full my PHO holding in each portfolio (x5). I was about to initiate the switch this morning (before 9am) from PHO to Index100 but just wondered if it would of completed before the 'rebalancing' which is due to complete on 8th Feb? I've obviously now missed today's window so my next chance is tomorrow morning (26th Jan). How long will it take to complete if actioned tomorrow morn (26th, before 9am)? Cheers
Yes we will get that all done before the re-balance
Cheers
Nik
Burwood said:
A case study in irrational behaviour.
Microsoft went into it's earnings call last night at $288, having taken a 15% hit since the start of the year. They announced record revenue and earnings-21% higher than last years quarter. The stock immediately fell 5% to $273 (after hourss.
CNBC interviewed two 'analysts' live whilst the stock was falling.
One said 'yeah the market is punishing a bad story' Bad asked the host-they grew 21%. Yeah, they beat earnings but they normally beat by 3% and this is a 2% beas. The analyst went on to say this is bad news
Analyst two said, 'I'm a buyer at these levels, a phenomsnal result, MSFT are crushing it.s
The earnings announcement is then followed by a conference call where the company executives discuss the results and give guidance plus Q&A. This is usually 1 hour after the headline numbers are released. The company guided even higher for next quarter. The stock reversed the losses and net we are up 12% today from $273 and hit $308 (high) today
The takeaway being, humans behave irrationally and some analysts have an agends. This one in particular analysts upped his target on MSFT to $400 on Jan 6, 2022! And when asked whether his firm had a position he said 'we are not long but have a conflict'. i.e they were clearly shorts. Next week he will love the stock again
Microsoft quarterly growth by segmentss
I'm glad that someone on here understands what's going on. Microsoft went into it's earnings call last night at $288, having taken a 15% hit since the start of the year. They announced record revenue and earnings-21% higher than last years quarter. The stock immediately fell 5% to $273 (after hourss.
CNBC interviewed two 'analysts' live whilst the stock was falling.
One said 'yeah the market is punishing a bad story' Bad asked the host-they grew 21%. Yeah, they beat earnings but they normally beat by 3% and this is a 2% beas. The analyst went on to say this is bad news
Analyst two said, 'I'm a buyer at these levels, a phenomsnal result, MSFT are crushing it.s
The earnings announcement is then followed by a conference call where the company executives discuss the results and give guidance plus Q&A. This is usually 1 hour after the headline numbers are released. The company guided even higher for next quarter. The stock reversed the losses and net we are up 12% today from $273 and hit $308 (high) today
The takeaway being, humans behave irrationally and some analysts have an agends. This one in particular analysts upped his target on MSFT to $400 on Jan 6, 2022! And when asked whether his firm had a position he said 'we are not long but have a conflict'. i.e they were clearly shorts. Next week he will love the stock again
Microsoft quarterly growth by segmentss
Edited by Burwood on Wednesday 26th January 18:33
So .... so what? This is good news? Bad news? We'll have lost the shirt off our backs by lunchtime tomorrow, or we'll be holidaying in the Seychelles with Champers and dancing girls by this time tomorrow evening?
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