Your questions answered Vol 2 - IM Private Clients

[pingu393]

JulianPH said:

Phooey said:

I've sent Christoper Ward an email to ask them if I was to tick the "Add engraving" option for £30 can they swap the Intelligent Money logo for a Rolex one. Still waiting to hear back..

I am pretty sure that shouldn't be on there as each watch is hand engraved 001 though to 100 for the edition.

Is this the sort of look you are after mate, or have I misunderstood..?

I wonder who's getting Number 7

[JulianPH]

pingu393 said:

I wonder who's getting Number 7

I'm waiting to see who asks for it!!!


007

Edited by JulianPH on Friday 3rd June 11:30

[AdamIM]

Hi All,

A quick summary of relevant news:

1. The markets bounced (net) last week as sentiment turned more optimistic, driven by perception that the markets were oversold relative to the view on the economy. We aren't off to the races yet but will take the gains. If we are to hold the line i'd hope to see some consolidation to built on current levels. Volatility remains

2. Specific PHT holdings- MSFT revised its earnings down due to FX headwinds-they made the announcement (net zero) simply because they are required to and the potential adjustment is still within their original guidance and amounts to, literally a few million against 10s of billions. Polestar is readying its IPO and will trade under the Ticker PSNY, with an expected listing date of 'before June 30'.

3. Apple WWDC is slated for today. Numerous new software and hardware updates, IOS16, Watch OS 9 etc. Possible announcement of Apple TV buying the Rights to NFL. Possible announcement on new Mixed Reality Headset and we know Apple Glasses are close to market.4.

4. Earnings season is fast approaching (again) with Abode (ADBE) scheduled to report Friday next week. They are rumoured to be putting a deal together to buy DropBox who have around 21% of the cloud document collaboration market. Google and MSFT oneDrive are their main competitors.

Regards

AIM

[SpunkyGlory]

I absolutely love, love, love that watch! Unfortunately, I can't justify buying one at the moment, I'm sure they will all go soon enough. I think you've done a great job with motorsport-linked branding for IM. I'm even more sure my meagre SIPP is now in the right place.

[Grandad Gaz]

I can’t see a price for these watches, which probably means I won’t be able to afford one!

[toastyhamster]

I deleted the email, fearful that an impending half century and some vino might cause premature wallet opening.

[mfmman]

I never did get the email, but not a problem as watches aren't my thing Got it now

Follow the link in Julian's post

£1087.50

Edited by mfmman on Monday 6th June 22:37

[leef44]

I love the watch but can't justify spending the money even though it throws in a VIP hospitality track day at Silverstone which is probably worth a bob or two.

[xerawh]

Same here, the colours and design are stunning and really like it.

I've never spent three figures on a watch let alone four and whilst I really want this I can't justify it.

Hopefully there will be a v2 in due time when I'm rich.

[dingg]

Are my numbers correct in phe?

Showing about a 15% drop on Saturdays figures, got to be a mistake surely....


Eta, worked it out on my morning constitutional (walk) amzn share split skewing the results, someone forgot to jig the numbers lol

Edited by dingg on Tuesday 7th June 09:45

[2Btoo]

dingg said:

Are my numbers correct in phe?

Showing about a 15% drop on Saturdays figures, got to be a mistake surely....

Just over 10% down on yesterday for me. Either one of the shares has winked out of existence (hopefully not) or there's a mistake.

[xerawh]

dingg said:

Are my numbers correct in phe?

Showing about a 15% drop on Saturdays figures, got to be a mistake surely....

was just about to post the same - showing a 10-15% drop across different portfolios .... did something happen?

[Phooey]

I'm not in PHE myself but sounds like the Amazon stock split hasn't been adjusted on IM's platform?

[S6PNJ]

2Btoo said:

dingg said:

about a 15% drop

Just over 10% down on yesterday for me.

must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look - must not look


Dammit - I looked!!

[mfmman]

Phooey said:

I'm not in PHE myself but sounds like the Amazon stock split hasn't been adjusted on IM's platform?

Looks that way, not accurate as the IM figures don't use 'end of day values' according to AdamIM but at end of trading in the US yesterday PHE should have been slightly up on the share prices plus a tiny bit more due to movement in exchange rates. Amazon split effectly takes 95% off the value per share so perhaps that's not been factored in as (assuming each stock is around 10% of the portfolio) that would equate to a 10% drop roughly

[Simpo Two]

I wish Adam would stop posting about how good these companies are! Every time he does so the bloody things go south again.

Do you think, if we join forces, we'd have enough left to buy a watch between us?

[dingg]

Simpo Two said:

I wish Adam would stop posting about how good these companies are! Every time he does so the bloody things go south again.

Do you think, if we join forces, we'd have enough left to buy a watch?

In fairness we've had 2 cracking weeks another 4 like it will put me back to where I was at beginning of the year...... Now do we feel lucky?

[2Btoo]

Simpo Two said:

Do you think, if we join forces, we'd have enough left to buy a watch between us?

I'm not sure that there are enough of us to get to the £1000 required.

And we'd also need to decide who gets to go on the trackday.

[superlightr]

Phooey said:

I'm not in PHE myself but sounds like the Amazon stock split hasn't been adjusted on IM's platform?

I hope so !

[Simpo Two]

2Btoo said:

Simpo Two said:

Do you think, if we join forces, we'd have enough left to buy a watch between us?

I'm not sure that there are enough of us to get to the £1000 required.

And we'd also need to decide who gets to go on the trackday.

I was rather hoping all private clients would get a free watch. Then we could pawn them to buy food.