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Share Views: Mike van Dulken on today's Company Results and Macro considerations


Berkeley Group Share Chat (BKG)



Share Price: 3,409.00Bid: 3,150.00Ask: 3,460.00Change: 0.00 (0.00%)No Movement on Berkeley Gp.hld
Spread: 310.00Spread as %: 9.84%Open: 3,409.00High: 0.00Low: 0.00Yesterday’s Close: 3,409.00


Share Discussion for Berkeley Group


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Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,946.00
RE: News...
10 Jan '17
If you're in BKG... I'd hang on to it... I reckon 3500 -3700 is on the cards. (I think Peel Hunt or someone have said 4000 plus.. but...). It won't do this in a straight line.. so be prepared for the occasional dip. I've done very well out of Persimmon... up 53% I think.. but may hang on for a little bit longer...
 
Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,948.00
RE: News...
10 Jan '17
Yes Dan, thanks, I've held BRWM all the way from 168 to 200 ish ... looking for a lot more out of this one in the next year or two (150 to 200 more)... as for the cable, I'm not really competent to predict exact levels. But most commentators out there are predicting USD to strengthen from here. (as in increased US spending.. higher inflation.. higher interest rates... higher dollar)
dananzi
Posts: 103
Off Topic
Opinion:No Opinion
Price:2,918.00
RE: News...
10 Jan '17
@Liberalman..BRWM was another that i got out of way too early, bought in at 220ish, took 20% or so then cashed out. felt very smart at the time. not looking so smart now though. Looking at some of your recent posts it looks like you are on a very good run over the last year or 2. Whats your guess on GBPUSD? 1.216 at the moment. Higher or lower in 6 / 12 / 24months?
Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,896.00
RE: News...
10 Jan '17
Even though I haven't had the courtesy of 'thank you'.. bad manners... I hope you picked up BRWM when I tipped it on Fri. Its up almost 7% since.
Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,891.00
RE: News...
7 Jan '17
Oh yes... and Lloyds plc. The government should have offloaded it's rump holding within a few months, and its yield and the end of ppi tunnel should see it do well.
Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,891.00
RE: News...
6 Jan '17
Here's a couple... ITV... has had a good 17.5% run since I bought in but should do better. And I've taken a punt on Laird... there could be mileage here if you're brave. And one I like very much.. but on a 1 - 2 year horizon... is BRWM (Investment Trust) on a 14% discount... should do well if sentiment on Commodities continues to improve. And it should with US, China, India and India all revving up on infrastructure at the same time.
You'll have to take a call depending on your own Investment objectives and finances.
Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,891.00
RE: News...
6 Jan '17
Hi Chris... thanks. My total portfolio up just over 100% since Jan 1st 2016. So last year was magic. (touch wood). I've got a few on the go... and a few on my radar..... all across a range of sectors. Have a look at my suggestions on the ITV page... I'm hanging on to Berkeley though... still a ways to go I reckon.
ChrisCambs
Posts: 90
Off Topic
Opinion:No Opinion
Price:2,891.00
RE: News...
6 Jan '17
Hi Liberalman - am up 20% since your last tip on BKG. Got a few more funds to invest. Where do you like at the moment? I know things go up and down but anyone that gets it right once you never know might get it right again :)

Thanks for any thoughts.
Liberalman
Posts: 1,534
Off Topic
Opinion:No Opinion
Price:2,816.00
RE: Share buy back ... :(
4 Jan '17
Yes Lordy.... good point... Buffett takes that view... all his companies are expected to 'surrender' their payments unless they can justify their capital reallocation is going to be better than his. But the balancing argument is that divi payments incur tax, and you then incur tax in the form of stamp duty...




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