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Member Info for driftking27


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Member Since: Wed, 17th Oct 2012

Number of Share Chat Posts (all time): 1,031
Number of Share Chat Posts (last 30 days): 12

Last Posted: Fri 11:38


Post Distribution over the last 30 days




Wed 16:01

Both Brent & WTI are on course to further increases from this bullish trend.
So far since start of year WTI has risen39%, and analysts at Merril Lynch and Barclays have commented on $65 being the average price for oil if US/China goes to plan.
18 Mar '19

Ok, what about the undervalued AV &GSK. Both have loads upside in my belief.

But what percentage of your portfolio is NG?

Mine stands at 7.5%
17 Mar '19

The main thing here, is GSK is cheaper than both FTSE100(18times earnings) & FTSE250 (28 times earnings)

https://www.gsk.com/media/5287/fy-2018-results-announcement.pdf
16 Mar '19

On a different note, it looks like Biotech and tech are going to keep driving the market for this year and next before interest rates go up again. So that was my thinking..
16 Mar '19

You could well be right about that. New acquisitions usually hold back companies growth over He first 12-24months, but that’s the time to get in!
15 Mar '19

Bought £11.5k more here this afternoon and sold half of my MYI stake.

I think tech & Biotech will continue this lead in the markets until we get round all the financial matters regarding US v China & Brexit issue.
15 Mar '19

P.S. any dividend over 6% has to be taken with a pinch of salt.
They don’t stay around forever as we know earnings have to cover it. But most companies use cheap loaned money to pay investors dividends.
What would happen if we are at the end of this bull market and a correction does happen of maybe 10-20%.

Look at AVIVA at 7% dividend yield andhas oodles of cash flow. I’d swap from HSBA to AVIVA if it’s based on a safe dividend high yield, plus AV is undoubtedly undervalued!
9 Mar '19

I read a note on Peel Hunt brokers lowering the TP here from 560p to 490p. Think it was to let other investors on board!
5 Mar '19

I remember 2yrs ago or so Societe Generale had 100p price target on Vodafone when it were 200-210p. There so close to that price trend!

Doesn’t matter, I’ll add more in summer and average down if we get that NO BREXIT deal I know is going to happen..

Atb to everyone.
I’m currently sitting here in sweltering Sri Lanka.
5 Mar '19

Tbh, Wouldn’t touch any stocks until after 1st April.
2 Mar '19

Sold SHELL and bought in here yesterday. Looking over the trades these are very small buy numbers going through.
When we get good details of the trade deal with US, this will really fly:-)
14 Feb '19

Q..

Out of my 26 stocks I own, one of which is RDSB(10%).

This year I think the $ will be possible strengthen to end of year while it goes sideways from here on in..

I have a 22% gain on RDSB, and think a better play could be to sell RDSB as I have BP(13%), and start a holding in AVIVA.

My thinking is that AVIVA has £11bn in free cash flow, and has a steadily increasing dividend that sits around 7% and rising.
14 Feb '19

Q..

Out of my 26 stocks I own, one of which is RDSB(10%).

This year I think the $ will be possible strengthen to end of year while it goes sideways from here on in..

I have a 22% gain on RDSB, and think a better play could be to sell RDSB as I have BP(13%), and start a holding in AVIVA.

My thinking is that AVIVA has £11bn in free cash flow, and has a steadily increasing dividend that sits around 7% and rising.
19 Jan '19

Love your optimism !!!!

I have LGEN & AVIVA both with £15k in each.
14 Jan '19

DB just opened there mouth again. They’ve got slot to answer for when they do.
They hiked there SP to 6900p this morning and then AZN drops like a brick!
The sooner that toxic bank DB are gone the better..
13 Jan '19

Could easily continue to drop to 3800p too! Still Astra have failed to replace the sales lost from the blockbuster drug they once had in Crestor..

So far Pfizer seem to be producing the largest sales with there Lipton drug with $6.45bn as of last year.
12 Jan '19

Longish, you comment that 5G will help aid a better consumer experience.
5G will play a different role to that of 3-4G, and will benefit the connection of household goods and the doorbell too. Lol

Second point, Germany’s economy is slowing down at present and there is a high chance it could go into recession first, having come out of recession first way back.
Just what iv heard on Bloomberg & CNBC tv.

Lastly, I just saw what I did t want to see on a broker note. RBCdowngrades VOD to outperform and they commented similar notes with a price of 125p.

Ivan remember SOCIET GENERAL were touting 100p years ago for a year! There not far off..
11 Jan '19

Yes the presentation did go ahead this week. I saw Emma on Bloomberg tv talking about her change in business model. The analysts seem to like her talk.

I still harp on about this, if GSK lowered the dividend to maybe 4.5% it help their cash flow.

I currently hold GSK & NVS and am looking to buy PFE this year..


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