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ATM

18,284 posts

219 months

Monday 22nd January 2018
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DSLiverpool said:
Ocado are on fire! I have always dipped in and out of this equity and I am in but about to sell and take it - cannot see much about why though?
http://www.telegraph.co.uk/business/2018/01/22/ocado-bags-second-big-international-deal-canadas-sobeys

NRS

22,152 posts

201 months

Monday 22nd January 2018
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GliderRider said:
NRS said:
Generally when you look at AIM you will lose out, whereas with big companies (FTSE etc) you will make money over the longer term. AIM is basically a lottery - if you get the right company and hold long enough you could make a lot. But you'll also likely pick many failures in the long term, or anything that goes up often drops a lot later due to pump and dump. So overall it is a lot harder to win in the long term. There's a reason AIM often is newer people to investing, who try and get rich quick. Then with time it often becomes clear it is not really possible.
NRS, It all depends upon the amount of research the investor is prepared to do beforehand, and their attitude to risk. Top slicing and 'stop loss' would help manage the risk, as would diversification across a range of industries. AIM is certainly not for the faint hearted, but the big losses are perhaps caused by investors jumping in on a near vertical growth line and then being disappointed with the return to a more sustainable growth rate.
Partly... Over 2 decades the return is overall a little in the minus. Of course you can do research, but often it doesn't matter that much - there is so much pump and dump/ lying etc. You can be a lucky one, but the overall statistics say you're not likely to be.

https://www.ft.com/content/ea2bd724-140c-11e5-abda...

guindilias

5,245 posts

120 months

Tuesday 23rd January 2018
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Netflix did well last night, on the yank side of things - up 9% premarket after their earnings call last night. And I'm on CFDs with them, at 10x leverage - nice Tuesday surprise coming at 2:30pm!

juice

8,534 posts

282 months

Tuesday 23rd January 2018
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Had a dabble in BLOK (it's an ETF that has a portfolio of stocks that are actively invested in Blockchain technologies).

Trades on ASE. 200 shs at 20.17

https://seekingalpha.com/article/4138651-new-block...

olivebrown

137 posts

110 months

Wednesday 24th January 2018
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Anyone looked at Countrywide shares? down to £1.

bad company

18,574 posts

266 months

Wednesday 24th January 2018
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olivebrown said:
Anyone looked at Countrywide shares? down to £1.
Profit warnings seem to often come in threes. Good luck but I’m not feeling brave.

In the longer term I wonder about the business model of High Street Estate Agents given the advances of online property sales.

FredClogs

14,041 posts

161 months

Wednesday 24th January 2018
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Coincidently Purp is up 5% on the news they're making in roads onto the New York market.

traxx

3,143 posts

222 months

Wednesday 24th January 2018
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bad company said:
olivebrown said:
Anyone looked at Countrywide shares? down to £1.
Profit warnings seem to often come in threes. Good luck but I’m not feeling brave.

In the longer term I wonder about the business model of High Street Estate Agents given the advances of online property sales.
I just dont see how the estate agency model works going forward with their current high commission levels

A friend of mine was selling his home in the US recently and it was a demonstration of where the market is going
Guy came round and said I'm confident I can sell the place in 30 days - so much so I'll give you 1% of the value as a non-refundable deposit to be allowed to sell it

However Countrywide at least still have some cheap property selling
How is Foxtons worth anything - are there any London properties trading?

g4ry13

16,984 posts

255 months

Thursday 25th January 2018
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I got out of my BP today, i'd been in them pre-brexit and made a decent profit. I got a bit bored with them since they went over £5 and kicked myself when they broke £5 last year in January and I hung on to them and watched them drop back. Upside doesn't seem there to me and I think the £ will continue to strengthen which will affect their earnings somewhat.

Now i'm on the hunt for something to reinvest into. One possibility is topping up my KAZ trade - they had good results today, commodities prices seem to be doing well.

I'm toying with the idea of investing in Debenhams. The selling may be a bit overdone now and they're yielding about 11% which is pretty hard to knock. Only issue is that they may cancel/slash the dividend.

I'd love to get some EZJ but not at these prices. I regret hesitating at £12.50 and then watching them go up.

Alternatively, maybe i'll sit in some cash because I keep thinking we're due a significant drop in the FTSE this year.

davethebunny

740 posts

175 months

Thursday 25th January 2018
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What’s people’s view on Capita Shares. £360 at the moment, new CEO who seems to have his head screwed on and still circa £6b turnover. Seem to be tarred with the Carillion brush even though Carillion’s outsourcing business actually did ok it was construction that did them and Capita don’t do construction directly.

Silver Hammer

32 posts

107 months

Saturday 27th January 2018
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If you fancy a dabble on AIM, why not try SOU? Quiet at the moment, it has been around 50p to 55p for a few months; however with confirmed gas in Morocco of 0.377 tcf worth about 56p a share to Sound, there is little or no downside. 2018 could well be transformational with a possible total of 42 tcf being proved up over the next 12 months through seismic surveys and drilling. The BOD plan to sell the company in 12 to 18 months and if they prove up just part of what is possible this will be worth more than £5 per share. Very impressive group with much experience in the BOD with serious deal making credentials; also excellent investor relations. Take a look but as always do your own research.

Maxwell

limpsfield

5,884 posts

253 months

Saturday 27th January 2018
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davethebunny said:
What’s people’s view on Capita Shares. £360 at the moment, new CEO who seems to have his head screwed on and still circa £6b turnover. Seem to be tarred with the Carillion brush even though Carillion’s outsourcing business actually did ok it was construction that did them and Capita don’t do construction directly.
I wouldn’t.

I have owned these in the distant past and had a look after reading your post. The last six months has seen the share price halve, against a background of near vertical stock markets.

Unless of course they do a Carillion, at some point they will be a bargain - but I think plenty would have thought that a few months ago. I wouldn’t just yet.


NRS

22,152 posts

201 months

Saturday 27th January 2018
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Looks like a typical place to not try and hit the bottom perfectly. Wait until there's a bit of a reverse to confirm the bottom and have a safer but smaller upside (without having looked at anything else than the chart).

K12beano

20,854 posts

275 months

Wednesday 31st January 2018
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limpsfield said:
davethebunny said:
What’s people’s view on Capita Shares. £360 at the moment, new CEO who seems to have his head screwed on and still circa £6b turnover. Seem to be tarred with the Carillion brush even though Carillion’s outsourcing business actually did ok it was construction that did them and Capita don’t do construction directly.
I wouldn’t.

I have owned these in the distant past and had a look after reading your post. The last six months has seen the share price halve, against a background of near vertical stock markets.

Unless of course they do a Carillion, at some point they will be a bargain - but I think plenty would have thought that a few months ago. I wouldn’t just yet.

Hmmm Crapita....

Well, another day, another profit warning, another threat to shake up.

Thing is, if all you do is outsourced stuff for others, and your starting point is “do it cheap”, then things go wrong ..... well where’s all the profit? When you “shake things up” do you manage to increase your profit margins? The quality of your output and therefore your reputation?

As an occasional user (small pension administered by Hartshead), I have no faith in anything they tell me. Buy their shares??? You’re joking!

Edited to add:



Edited by K12beano on Wednesday 31st January 08:31

supercommuter

2,169 posts

102 months

Wednesday 31st January 2018
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ZIOC up 14 percent this morning. I am guessing it is going to go up gradually over the next week or so in anticipation of news mid feb.

SS9

380 posts

159 months

Wednesday 31st January 2018
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limpsfield said:
I wouldn’t.

I have owned these in the distant past and had a look after reading your post. The last six months has seen the share price halve, against a background of near vertical stock markets.

Unless of course they do a Carillion, at some point they will be a bargain - but I think plenty would have thought that a few months ago. I wouldn’t just yet.

Blimey, someone owes you a drink - down almost 50% since this post!

FWIW

3,069 posts

97 months

Wednesday 31st January 2018
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Sooo...is anyone buying Crapita?!

Shnozz

27,473 posts

271 months

Thursday 1st February 2018
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Capita always were a bit of a strange one, seemingly bolting on services as and when needed rather than organically morphing into that area.

So, with Carillion out and Capita having its own meltdown, where does this put G4S? Are they about to see a mammoth increase in gov service contracts?

FWIW

3,069 posts

97 months

Thursday 1st February 2018
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CPI down another 10% today. Nobody interested?

bogie

16,382 posts

272 months

Thursday 1st February 2018
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FWIW said:
CPI down another 10% today. Nobody interested?
Just waiting for it to settle down, it will come back. The new CEO seems to have a plan, hes just being honest about what hes taken on. Better off put the price through the floor now telling it how is, then the only way is up. No doubt they will "re-structure" i.e. lose a few non profitable parts of their business, fire a load of dead wood they've picked up through their never ending acquisitions and be back profitable in a couple of years.....

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