Share tips thread
Discussion
Bit of a roller coaster week for BP. I was averaged in at 411, thought about topping up at 370 but stupidly didnt, price recovered to 416 ish on Friday so I sold out, little bit of a rise to 422ish yesterday then back down. I'll buy back in when the price inevitably drops sub 375 again as this oil price situation develops, just kind of happy to have got out and made a little bit.
Relatively new to share dealing in the UK, yesterday I bought a few Premier Farnell shares for a bit of a gamble. They are down a bit but hope to keep long term for dividend. I just gambled based on some articles.
Also bought into Shell as they also typically give a good dividend but lots of leading economists are predicting now is not the time for oil and the low price could hold for a couple of years.
Next year is the year for the Banks and Home buildings (predicted by fool!)
Also bought into Shell as they also typically give a good dividend but lots of leading economists are predicting now is not the time for oil and the low price could hold for a couple of years.
Next year is the year for the Banks and Home buildings (predicted by fool!)
I read this article from a few days ago on our friends Quindell:
http://www.fool.co.uk/investing/2014/12/19/quindel...
I particularly liked this bit:
http://www.fool.co.uk/investing/2014/12/19/quindel...
I particularly liked this bit:
fool said:
But let’s strike a more optimistic note. Fast forward to today, and the share price is now a fifth of what it was when I tipped this company. The 2014 P/E ratio is 0.97, falling to 0.66 in 2015. This means that Quindell is now making its total market capitalisation in profits every year.
This company is thus astonishingly cheap. And although a lot of negative articles have been written about Quindell, I have not seen one which has questioned this profitability. Instead, they have focussed on the low cash flow of this company. But surely a business that is investing in its growth, rapidly expanding and buying companies will have a lower cash flow?
No questions of the profitability? Well I suppose if you take the accounts as gospel truth that could be considered correct, but that's an huge assumption given they are based on future income via accruals in market areas which QPP have only recently entered...This company is thus astonishingly cheap. And although a lot of negative articles have been written about Quindell, I have not seen one which has questioned this profitability. Instead, they have focussed on the low cash flow of this company. But surely a business that is investing in its growth, rapidly expanding and buying companies will have a lower cash flow?
egomeister said:
I read this article from a few days ago on our friends Quindell:
http://www.fool.co.uk/investing/2014/12/19/quindel...
I particularly liked this bit:
.....and have never traditionally produced the sort of level of cases, % "wins" and speed between instruction - claim finalisation by any of their predecessors in the field, even with the benefit of years of history in the arena of occupational disease cases.http://www.fool.co.uk/investing/2014/12/19/quindel...
I particularly liked this bit:
fool said:
But let’s strike a more optimistic note. Fast forward to today, and the share price is now a fifth of what it was when I tipped this company. The 2014 P/E ratio is 0.97, falling to 0.66 in 2015. This means that Quindell is now making its total market capitalisation in profits every year.
This company is thus astonishingly cheap. And although a lot of negative articles have been written about Quindell, I have not seen one which has questioned this profitability. Instead, they have focussed on the low cash flow of this company. But surely a business that is investing in its growth, rapidly expanding and buying companies will have a lower cash flow?
No questions of the profitability? Well I suppose if you take the accounts as gospel truth that could be considered correct, but that's an huge assumption given they are based on future income via accruals in market areas which QPP have only recently entered...This company is thus astonishingly cheap. And although a lot of negative articles have been written about Quindell, I have not seen one which has questioned this profitability. Instead, they have focussed on the low cash flow of this company. But surely a business that is investing in its growth, rapidly expanding and buying companies will have a lower cash flow?
Yes, a streamlined approach by a new entrant to the market might well yield better results than the old traditional model, but the predicted results are extremely optimistic when looking at historical data, and the fact those "profits" are already booked on the accruals method unnerves me massively. If the results meet expectations I will eat my hat.
Shnozz said:
.....and have never traditionally produced the sort of level of cases, % "wins" and speed between instruction - claim finalisation by any of their predecessors in the field, even with the benefit of years of history in the arena of occupational disease cases.
Yes, a streamlined approach by a new entrant to the market might well yield better results than the old traditional model, but the predicted results are extremely optimistic when looking at historical data, and the fact those "profits" are already booked on the accruals method unnerves me massively. If the results meet expectations I will eat my hat.
That too.Yes, a streamlined approach by a new entrant to the market might well yield better results than the old traditional model, but the predicted results are extremely optimistic when looking at historical data, and the fact those "profits" are already booked on the accruals method unnerves me massively. If the results meet expectations I will eat my hat.
I'm far from being an expert, but I'm amazed by the naive views held by some on the boards and blogs such as the one above.
Having said that I do find the QPP boards quite an amusing read, and can't comprehend how some posters still seem to think the company can do no wrong. I don't know whether it is stupidity, denial or something else. The whole saga has certainly opened my eyes up to shadier goings on in the markets.
I also read that article.
It was seriously deluded (although may still make money!).
To suggest that growing companies don't make any cashflow shows that the guy hasn't even bothered to take a look at the cashflow, balance sheet and P&L.
Growth capex is often SPLIT OUT. Clearly any M&A investments are split out.
So you can easily tell what the underlying business is doing
The problem with QPP wasn't (much) to do with overpaying for acquisitions it was the simple fact that they pulled their profitability figures out of their arse.
What an utter joker.
It was seriously deluded (although may still make money!).
To suggest that growing companies don't make any cashflow shows that the guy hasn't even bothered to take a look at the cashflow, balance sheet and P&L.
Growth capex is often SPLIT OUT. Clearly any M&A investments are split out.
So you can easily tell what the underlying business is doing
The problem with QPP wasn't (much) to do with overpaying for acquisitions it was the simple fact that they pulled their profitability figures out of their arse.
What an utter joker.
vescaegg said:
Do you guys not use stops?
You have sat here and watched the value of your investment half?
Get out for christ sake and buy in later if you want to. You sound like QPP holders on the LSE boards
Yes but sometimes it works the wrong wayYou have sat here and watched the value of your investment half?
Get out for christ sake and buy in later if you want to. You sound like QPP holders on the LSE boards
ie EZJ were moving up nicely, then dropped. were moving up nicely so I placed a stop loss, they dropped, stop loss kicked in then they moved up to what is now £17
other times I have placed a stop loss to limit a loss on a stock that was dropping, it passed the stop which kicked in just as the stock did an about turn upwards
I agree though that I let this one slip, I was just so convinced about the project and timescales
On the other side of the pond, don't like the action at all. The action from this last dip seems different to the other V shaped recoveries.
The stocks that were leading in the last few years have been battered and there's signs of leadership rotation.
Just my 2p think a deeper correction is about to come.
The stocks that were leading in the last few years have been battered and there's signs of leadership rotation.
Just my 2p think a deeper correction is about to come.
vescaegg said:
Could have nearly tripled our money if we went into QPP a month ago eh boys!?
There's two QPP stories on FT Alphaville today (free). One says they've just given 10% of the company to the new management.Basically it seems to me that QPP have said, in the usual smoke-and-mirrors way, that they're going to have to have a fire sale and carve up the company. The market (aka PI numpties) has reacted by tripling the share price. Insane.
trashbat said:
here's two QPP stories on FT Alphaville today (free). One says they've just given 10% of the company to the new management.
Basically it seems to me that QPP have said, in the usual smoke-and-mirrors way, that they're going to have to have a fire sale and carve up the company. The market (aka PI numpties) has reacted by tripling the share price. Insane.
They are such a cryptic set of wBasically it seems to me that QPP have said, in the usual smoke-and-mirrors way, that they're going to have to have a fire sale and carve up the company. The market (aka PI numpties) has reacted by tripling the share price. Insane.
kers. Never just straightforward 'this is what we are doing which means this'. Always leaves people guessing. There are a couple of IPOs coming up soon: The Trainline and HSS Hire.
Any thoughts on these? Trainline doesn't really appeal to me. The rail industry could change fairly drastically and I don't actually believe you can get a cheaper price than buying direct from the operators. HSS however is interesting. Construction firms are hot on hiring equipment rather than buying for several reasons. Solid business for me.
Any thoughts on these? Trainline doesn't really appeal to me. The rail industry could change fairly drastically and I don't actually believe you can get a cheaper price than buying direct from the operators. HSS however is interesting. Construction firms are hot on hiring equipment rather than buying for several reasons. Solid business for me.
CRB14 said:
There are a couple of IPOs coming up soon: The Trainline and HSS Hire.
Any thoughts on these? Trainline doesn't really appeal to me. The rail industry could change fairly drastically and I don't actually believe you can get a cheaper price than buying direct from the operators. HSS however is interesting. Construction firms are hot on hiring equipment rather than buying for several reasons. Solid business for me.
That may be the case, but what's HSS' B2B operation like? Do large construction firms you're presumably thinking of, rather than the local man-in-a-van, take HSS seriously?Any thoughts on these? Trainline doesn't really appeal to me. The rail industry could change fairly drastically and I don't actually believe you can get a cheaper price than buying direct from the operators. HSS however is interesting. Construction firms are hot on hiring equipment rather than buying for several reasons. Solid business for me.
As for The Trainline, I don't travel by train much, but rail ticket purchasing seems to be an increasingly complicated and fractious affair. If you buy through the National Rail journey planner, as appears to be the obvious route, you seem to get one of a roulette of providers to actually sell you the ticket. I don't think the ticket sales business is going away, or that the way it operates is going to change, but there doesn't seem to be a clear differentiator between providers, or a means of actively bringing in sales.
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