Share tips thread

[FredClogs]

egomeister said:

How do you guys find shares, and then select which you invest in and how long to hold for?

I'm the first to admit I don't have much of a strategy when it comes to this. I tend to find companies via a mixture of word of mouth and general internet searching / inquisitiveness. I'll then buy based on a story I find compelling and that I see offers an opportunity for growth, rather than aiming for yield. I'm happy to hold for years and ride out bumps if necessary rather than trade in and out.

I appreciate this is a very open question, but I'd be interested in some of the thought processes other people go through, and their aims for their trades!

I haven't been doing this long and when I set up my SIPP from various other pension funds I put 90% of the money into a range of funds.

I kept 10% of the money to have a go at picking some stocks and shares. I've tended to just keep an eye on the news, forums and admit to be more than a little too interested in reading the charts (which I know is not a good thing but is very compelling) I also like to look at the chart and associate it with the RNS announcements, I bought both SXX and MTFB because their share prices spiked after each RNS and then drift down, I figure that's good news followed by a period of disinterest from the market, but if each RNS is positive and causes a positive spike I reckon the future prospect of it happening again is good. I bought PMO for a similar reason although it was a different type of company and had a hard time getting out without loosing money... So lesson learned there. I also bought BOO based on chat on this thread and noticing their increased marketing and media presence and I bought XPP based on the fact that I know the company and their products as it's in my line of work and believe they have a market leading business.

As for when to sell I've set myself a target of 15% and then set a stop loss about 2% below that, if that gets triggered I can ponder on whether to buy back in or not and the 2% should cover the cost of the trade - simple as that.

Edited by FredClogs on Friday 21st April 08:33

[MinuteMan]

bmwmike said:

I just bought in too for a punt. 1k at 40p ish... looking for 50p

44.5 now and rising...

[twinturboz]

dom9 said:

Anyone know of an S&S ISA provider who might be able to hold Canadian listed shares?

Not sure without knowing the exact stock but I did just attempt to buy a few just to check, didn't throw up any issues.
Isa is with TD if that helps.

[FredClogs]

MinuteMan said:

bmwmike said:

I just bought in too for a punt. 1k at 40p ish... looking for 50p

44.5 now and rising...

MTFB is traded in NASDAQ as well which is currently taking it's lead from the UK market I think but, as I understand it, NASDAQ has a better depth of understanding and better expertise in valuing these kind of biotech stock and the main market for the Iclaprim will be the US - so it's worth just keeping an eye on the way NASDAQ is valuing and reacting to the price changes when it come on line in the afternoon.

[dom9]

twinturboz said:

Not sure without knowing the exact stock but I did just attempt to buy a few just to check, didn't throw up any issues.
Isa is with TD if that helps.

Thanks bud - I had sent them a query this morning as I thought that might be the answer!

• edit to follow up*

TD Waterhouse will hold the share I want in an ISA but can't transfer the ones I own from my dealing account (at another broker).

So, need to decide whether to sell and re-buy (annoying fees) or just buy more...

The latter will likely be the result.

Edited by dom9 on Friday 21st April 16:22

[bigweb]

I bought into BT when they dropped 20% expecting a bounce but they have hardly moved. Anyone think it is time to bail out of them or stay in for the long term?

[MKA29]

FredClogs said:

MTFB is traded in NASDAQ as well which is currently taking it's lead from the UK market I think but, as I understand it, NASDAQ has a better depth of understanding and better expertise in valuing these kind of biotech stock and the main market for the Iclaprim will be the US - so it's worth just keeping an eye on the way NASDAQ is valuing and reacting to the price changes when it come on line in the afternoon.

Thats a very valuable nugget of info, cheers

[86DA]

BT have got a big Pension deficit, which is why they probably haven't recovered.

[egomeister]

FredClogs said:

egomeister said:

How do you guys find shares, and then select which you invest in and how long to hold for?

I'm the first to admit I don't have much of a strategy when it comes to this. I tend to find companies via a mixture of word of mouth and general internet searching / inquisitiveness. I'll then buy based on a story I find compelling and that I see offers an opportunity for growth, rather than aiming for yield. I'm happy to hold for years and ride out bumps if necessary rather than trade in and out.

I appreciate this is a very open question, but I'd be interested in some of the thought processes other people go through, and their aims for their trades!

I haven't been doing this long and when I set up my SIPP from various other pension funds I put 90% of the money into a range of funds.

I kept 10% of the money to have a go at picking some stocks and shares. I've tended to just keep an eye on the news, forums and admit to be more than a little too interested in reading the charts (which I know is not a good thing but is very compelling) I also like to look at the chart and associate it with the RNS announcements, I bought both SXX and MTFB because their share prices spiked after each RNS and then drift down, I figure that's good news followed by a period of disinterest from the market, but if each RNS is positive and causes a positive spike I reckon the future prospect of it happening again is good. I bought PMO for a similar reason although it was a different type of company and had a hard time getting out without loosing money... So lesson learned there. I also bought BOO based on chat on this thread and noticing their increased marketing and media presence and I bought XPP based on the fact that I know the company and their products as it's in my line of work and believe they have a market leading business.

As for when to sell I've set myself a target of 15% and then set a stop loss about 2% below that, if that gets triggered I can ponder on whether to buy back in or not and the 2% should cover the cost of the trade - simple as that.

Edited by FredClogs on Friday 21st April 08:33

It sounds like your method of finding shares is somewhat similar to mine, osmosis of awareness from a number of sources. I'm quite conscious that I may be too much influenced by chat/PR(/ramping!) rather than purely by the business, but your exposure to a share has to begin somewhere...

I've dabbled in shares for years but only really paid more active attention in the last year. My initial efforts years ago were terrible, but my approach was naive and I was sucked in by a good tale, and general exuberance of the dotcom era, however my final roll of the dice from them has seen 20x growth so not too bad! I bought 5 companies shortly after Brexit, and am up 18% on those so I'm pretty pleased with that.

[jjcd]

I currently have a S&S ISA with Nutmeg but I am considering taking a more active approach and buying/selling shares myself as I haven't been too impressed with the Nutmeg results.

I know its been asked before but does anyone have recommendations for a good S&S ISA platform to use? HL?

Thanks

[mdianuk]

I like HL so far, easy to use system, plenty of choice, and nice app (with fingerprint login...much quicker than their website password system) but their standard 0.45% admin fee is a little high. Not too bad then if you opt for funds, which are free to buy/sell, and only pay the additional fund management fee.

[Fittster]

egomeister said:

How do you guys find shares, and then select which you invest in and how long to hold for?

I'm the first to admit I don't have much of a strategy when it comes to this. I tend to find companies via a mixture of word of mouth and general internet searching / inquisitiveness. I'll then buy based on a story I find compelling and that I see offers an opportunity for growth, rather than aiming for yield. I'm happy to hold for years and ride out bumps if necessary rather than trade in and out.

I appreciate this is a very open question, but I'd be interested in some of the thought processes other people go through, and their aims for their trades!

I use www.sharelockholmes.com to screen shares via various criteria. I know there are other sites which will do the same sort of thing and I've not really shopped about. For a £5 a month it does what I need.

I'll then search for shares with a decent value using something like P/E and which also have decent momentum behind them. If I decide to go ahead I'll hold the share for 12 months then reassess if they still have the value and momentum I'm after.

I also try and baseline my selection against a tracker. If you're not selecting shares that outperform the market, why bother?

Edited by Fittster on Friday 21st April 16:05

[Skyedriver]

bigweb said:

I bought into BT when they dropped 20% expecting a bounce but they have hardly moved. Anyone think it is time to bail out of them or stay in for the long term?

You too eh?

It did climb a bit but tripped up and fell back.

[WEHGuy]

43034 said:

FredClogs said:

It's not too late ;o) There is a long way to go for this, do your own research etc.. etc...

I had a small punt, think I owe you a pint.

Me too.

[g4ry13]

jjcd said:

I currently have a S&S ISA with Nutmeg but I am considering taking a more active approach and buying/selling shares myself as I haven't been too impressed with the Nutmeg results.

I know its been asked before but does anyone have recommendations for a good S&S ISA platform to use? HL?

Thanks

How long have you had money there for? I recently put a bit on and i'm sure my timing wasn't great but i'm a little surprised at the % the amount has lost in a month considering that over the year I wouldn't really be expecting much more than 7% ROI.

[kurt535]

WEHGuy said:

43034 said:

FredClogs said:

It's not too late ;o) There is a long way to go for this, do your own research etc.. etc...

I had a small punt, think I owe you a pint.

Me too.

I piled in at .3875p yesterday. What could possibly go wrong?

[WindyCommon]

g4ry13 said:

jjcd said:

I currently have a S&S ISA with Nutmeg but I am considering taking a more active approach and buying/selling shares myself as I haven't been too impressed with the Nutmeg results.

I know its been asked before but does anyone have recommendations for a good S&S ISA platform to use? HL?

Thanks

How long have you had money there for? I recently put a bit on and i'm sure my timing wasn't great but i'm a little surprised at the % the amount has lost in a month considering that over the year I wouldn't really be expecting much more than 7% ROI.

It's important to appreciate the difference between a 7% annual return and a 7% annualised return.

You'll find that the 7% figure illustrates the potential annualised return of a portfolio over an extended period of time - perhaps 10 years. It doesn't mean that you should expect 7% in every individual year (an annual return of 7%). There'll be periods where returns are negative as well as positive.

Losing as much as 18% in one individual year wouldn't be inconsistent with a 10yr annualised return target of 7%. This is the nature of equity investing and is the reason that there is such an emphasis on staying invested for the long term. You have to tough out the difficult/negative periods in order to be invested during the good periods, and to capture the full returns over the long term. All this was made clear to you during the buying process - I'm sure you clicked a button somewhere to confirm so...!

[WolfieBot]

kurt535 said:

I piled in at .3875p yesterday. What could possibly go wrong?

Thought I'd missed this as it had just closed Friday when I put my order in. Went through this morning at 0.39999.

Surprised to see it up though now I'm in.

[Skyedriver]

Laura Ashley (ALY)
I've had these a few times but a few years ago I bought in due to the continually good dividend. They dropped, I topped up, dropped, topped up again
They are now half what i first bought in at. They still pay a decent dividend.
I still think they are a good company but then again there are many a good company disappeared over the years.
It'll take a few years of good dividend to just get my money back but I think they are now so low they could be a take over target.
Anyone any thoughts?

[dtmpower]

SXX moving into the mainstream soon, anyone going to buy some more before you'll have to pay stamp duty ?

Also have heard about this company: http://www.titanium.gl/ has it be mentioned on here already ?