Share tips thread

[guindilias]

Well Home depot was certainly interesting - dived as soon as the market open, despite a pretty good earnings report!

[PotatoSalad]

I just topped up my CYAN:LSE position, looks like it started moving after their new contract in Bangladesh, a large director's buy is also reassuring.




Slightly off-topic, can you recommend a good share news aggregator? I'm looking for a website where I could subscribe to companies and/or sectors I'm interested in for email reminders about important business news, large insider transactions, earnings release dates reminder and so on.

[bad company]

Well I managed to dodge a bullet with Provident Financial (PFG). I bought @ 1738p in February 2014 and sold after the first profit warning in July this year at 1934p. There were also some decent dividends in the interim so all in all not bad.

Today's news and price collapse was truly shocking.

[terrydacktal]

bad company said:

Well I managed to dodge a bullet with Provident Financial (PFG). I bought @ 1738p in February 2014 and sold after the first profit warning in July this year at 1934p. There were also some decent dividends in the interim so all in all not bad.

Today's news and price collapse was truly shocking.

That's less of a tip and more of a bit of bragging unless I'm missing something obvious?

[bad company]

terrydacktal said:

That's less of a tip and more of a bit of bragging unless I'm missing something obvious?

Call it bragging if you like but I've got plenty wrong over the years so this was a relief. If I was that clever I'd have got out before the FIRST profit warning.

I actually like Provident and may re invest but not yet.

[NRS]

terrydacktal said:

bad company said:

Well I managed to dodge a bullet with Provident Financial (PFG). I bought @ 1738p in February 2014 and sold after the first profit warning in July this year at 1934p. There were also some decent dividends in the interim so all in all not bad.

Today's news and price collapse was truly shocking.

That's less of a tip and more of a bit of bragging unless I'm missing something obvious?

Not really bragging as it was most likely "random" getting out (at least not looking at it dropping this much today!). Heshe seems to be just stating some relief at escaping a massive drop!

[Burwood]

NRS said:

terrydacktal said:

bad company said:

Well I managed to dodge a bullet with Provident Financial (PFG). I bought @ 1738p in February 2014 and sold after the first profit warning in July this year at 1934p. There were also some decent dividends in the interim so all in all not bad.

Today's news and price collapse was truly shocking.

That's less of a tip and more of a bit of bragging unless I'm missing something obvious?

Not really bragging as it was most likely "random" getting out (at least not looking at it dropping this much today!). Heshe seems to be just stating some relief at escaping a massive drop!

it's a buy in my opinion. Do your own DD

[HarryW]

Watched that (PFG) drop like a stone today, opportunities there for those with the stomach though...

Any thoughts on GWMO....

[terrydacktal]

Fair one. Just always thought it was a No-No on share threads to state your positions after the gain.

[FredClogs]

I've made a couple of punts this week, pulled my money off my ftse tracker and s&p tracker, can't see much upward movement on the horizon until trump has finished playing the prick and surely the pound is under valued for the foreseeable... Plus I got bored...

Anyway...

Topped up IQE and CPX

Bought OPTI (very commercial gut biome health science) SCLP (about to announce a cure for cancer) OXB (some clever bio tech stuff or other) MYT (Indian wind and solar farms) and FBT (some fancy video editing tool that seems to be selling quite well) One of them is bound to make me rich!

This time next year...

[MKA29]

FredClogs said:

I've made a couple of punts this week, pulled my money off my ftse tracker and s&p tracker, can't see much upward movement on the horizon until trump has finished playing the prick and surely the pound is under valued for the foreseeable... Plus I got bored...

Anyway...

Topped up IQE and CPX

Bought OPTI (very commercial gut biome health science) SCLP (about to announce a cure for cancer) OXB (some clever bio tech stuff or other) MYT (Indian wind and solar farms) and FBT (some fancy video editing tool that seems to be selling quite well) One of them is bound to make me rich!

This time next year...

I've held OPTI for years. Seen it go up to ~83p all the way down to the high 50s. I think it has great potential! I continue to hold and add

FBT was tipped a while back by big share sites and notable figures but it crashed for some reason, saw it as a pump and dump. Things mihgt be different now though

Anyone have any thoughts on LLOY - I thought it would at least stabilise at ~70-80p once the government got out...

Also on 88e,.. any thoughts on if Icewine is viable commercially?

[bad company]

MKA29 said:

I've held OPTI for years. Seen it go up to ~83p all the way down to the high 50s. I think it has great potential! I continue to hold and add

FBT was tipped a while back by big share sites and notable figures but it crashed for some reason, saw it as a pump and dump. Things mihgt be different now though

Anyone have any thoughts on LLOY - I thought it would at least stabilise at ~70-80p once the government got out...

Also on 88e,.. any thoughts on if Icewine is viable commercially?

I'm also holding LLOY, showing a small loss at the moment but hopefully the dividends will be good. They were heavily tipped but I haven't seen any recent updates. It's a hold for me at the moment.

[g4ry13]

Anyone still sitting on Tesco or am I the only fool doing so?

I'm going to hang on to my mining for a bit longer, these metals runs can last for a while. My regret is not buying some RIO & BHP too.

AMC has been climbing up a bit. I'm a bit torn what to do with Man group. On the one hand the price doesn't move much and if markets drop it will have an immediate effect, on the other hand they do pay a rather decent dividend and price is relatively stable.

[mike13]

MKA29 said:

I've held OPTI for years. Seen it go up to ~83p all the way down to the high 50s. I think it has great potential! I continue to hold and add

FBT was tipped a while back by big share sites and notable figures but it crashed for some reason, saw it as a pump and dump. Things mihgt be different now though

Anyone have any thoughts on LLOY - I thought it would at least stabilise at ~70-80p once the government got out...

Also on 88e,.. any thoughts on if Icewine is viable commercially?

Lloyds price seems to be dithering over Brexit, by all accounts it's now a well run bank, i'm holding at the moment thinking it's going to rise in the foreseeable!

[FWIW]

Burwood said:

it's a buy in my opinion. Do your own DD

Re. PFG- what do the earnings per share look like?

[bad company]

FWIW said:

Burwood said:

it's a buy in my opinion. Do your own DD

Re. PFG- what do the earnings per share look like?

PFG are down again this morning. They could be a buy but you'd need to be brave.

[bad company]

Neil Woodford is still backing Provident:-

http://citywire.co.uk/money/woodford-hugely-disapp...

Apparently his funds are holding around 19% of the business so another big hit for the 'Star Fund Manager'.

https://www.bloomberg.com/news/articles/2017-08-22...

[FredClogs]

bad company said:

Neil Woodford is still backing Provident:-

http://citywire.co.uk/money/woodford-hugely-disapp...

Apparently his funds are holding around 19% of the business so another big hit for the 'Star Fund Manager'.

https://www.bloomberg.com/news/articles/2017-08-22...

I dropped my investment in a Woodford fund last month, it just wasn't performing in line with my wishes or the general market, its all very well saying you're a contrary stock picker in it for the long investment horizon but i want my returns NOW!

[dom9]

Will be watching Provident carefully...

would be interested to know whether it's now oversold and the price takes into account any potential rights issue/ fundraising.

Need to DMOR and have a look at the figures as that's a fairly huge drop.

I called BP (Macondo) and Petrofac (dodgy dealings) at 'the bottom' and still didn't buy

Sitting on my Boohoo, Sirius and Motif Bio (and THX.V) at the moment... nothing really performing but happy with the fundamentals/ future.

[R8Steve]

g4ry13 said:

Anyone still sitting on Tesco or am I the only fool doing so?

I am, still got a large holding in TSCO alongside my other big long term hold IGG. I see TSCO in the £2.50 range Q1/Q2 2108 so i'm holding til then. Dividend should be reinstated Q1 2018 as well.