What’s your big gamble? (Volume 4)
Discussion
ferrisbueller said:
Insurancejon said:
Not quite in the the theme of the thread, but has anyone any pointers for undervalued dividend shares for my sipp?
Difficult to make any statements on relative value at present but I use this for reference:https://www.dividenddata.co.uk/dividendyield.py?ma...
g4ry13 said:
ferrisbueller said:
Insurancejon said:
Not quite in the the theme of the thread, but has anyone any pointers for undervalued dividend shares for my sipp?
Difficult to make any statements on relative value at present but I use this for reference:https://www.dividenddata.co.uk/dividendyield.py?ma...
egomeister said:
Skyedriver said:
SYME: RNS: First deal......
It's an RNS Reach, so basically marketing and something not considered to be material.Given no numbers have been quoted I wonder if it's for a jar of Nescafe?
Re thr big dividend payers of the ftse
Con
PSN housing getting hit because of fear of interest rates and recession
Pro the UK loves housing and is almost fanatic about owning rather than renting. There is still a shortage so demand still there might benefit from supply costs lowering for raw materials.
Con
LGN people cutting back on pension contributions and markets falling as lgn invest as well
Pro pretty safe div well covered
RIO
Con very susceptible to world markets rise and fall mainly China.
Pro very susceptible to world markets fall and rise mainly China
Personally I'm in all 3 and least likely to add to RIO at this point as I think they have far further they could fall.
PSN is well down from its highs and feels like it is nearer to bottom but who knows and
LGN looks the most stable and will have less fluctuations and range of price.
All imo
Con
PSN housing getting hit because of fear of interest rates and recession
Pro the UK loves housing and is almost fanatic about owning rather than renting. There is still a shortage so demand still there might benefit from supply costs lowering for raw materials.
Con
LGN people cutting back on pension contributions and markets falling as lgn invest as well
Pro pretty safe div well covered
RIO
Con very susceptible to world markets rise and fall mainly China.
Pro very susceptible to world markets fall and rise mainly China
Personally I'm in all 3 and least likely to add to RIO at this point as I think they have far further they could fall.
PSN is well down from its highs and feels like it is nearer to bottom but who knows and
LGN looks the most stable and will have less fluctuations and range of price.
All imo
I was cheerily up on PSN (& BWY) and took my eye off the ball and am now well below buy in. Agree with all your comments except near the bottom. Recall a fairly major dip around 2009, just about when I had to liquidate to purchase a new house.... Hope you're correct and that doesn't happen again, major dip I mean, not but a new house.
vulture1 said:
Yeah I agree but it would give a potential short term boost.
They’ll probably go splurge the excess on something else and drive the price of that up too 
The fed is only going up for the foreseeable I fear.
I bought a bit more POLY at £1.79 so nice to see it go back up again today.
SIGA is hopefully on the way out of the hole for me -13% down but rising last few sessions
I’m back in FMG in Oz but that’s down since re-entry.
Edited by Vanity Projects on Thursday 23 June 19:20
Phooey said:
Anyone tempted to buy EZJ at these levels? Surely all the bad is priced in now and the SP only has to get better with the demand (they can’t cope with)..
I got back into Wizz a couple of weeks back, evidently a bit early...Why Easyjet over Ryanair or Wizz? I think the latter two are more dynamic businesses. Easyjet seemed overly cautious though covid and seemed slower to bounce back operationally
Someone here or the other thread mentioned they bought poly today or yesterday.
Some news for them here
https://www.ft.com/content/3ed162ac-6b93-477c-80bf...
Some news for them here
https://www.ft.com/content/3ed162ac-6b93-477c-80bf...
egomeister said:
I got back into Wizz a couple of weeks back, evidently a bit early...
Why Easyjet over Ryanair or Wizz? I think the latter two are more dynamic businesses. Easyjet seemed overly cautious though covid and seemed slower to bounce back operationally
I don’t really know much about Wizz, but EZJ has and continues to get hammered. I don’t really want too much exposure to airlines (still a big gamble) but feel if any can bounce back EZJ is as good as any. The demand is there and I think get summer out the way and most of the recent negative press will be forgotten, again. There’s not many individual sectors I would buy at the moment, apart from maybe travel. I also think the budget end of the travel market will be the one to be in as people tighten their spending habits.Why Easyjet over Ryanair or Wizz? I think the latter two are more dynamic businesses. Easyjet seemed overly cautious though covid and seemed slower to bounce back operationally
General Price said:
All the talk of strikes would worry me.
It’s one of the reasons the SP is already suppressed Edited by Phooey on Thursday 23 June 21:52
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