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Looks like the FED hasn't punished us. Should be good day tomorrow
Im not sure about any of your comments GS with out further research but in the short term if the Fed hikes int rates tonight as expected its not good for stocks and it looks like its having an affect already..
At some point when Putin gives up ........ stocks and shares should start to go back up ( hopefully)
Abf at about 1648p up 2% today, if it can get up 1662p then I would expect to see a recovery.
M&S no change since outstanding h1 results.
Half year profit 700m probably at a similar level to 5 years ago(if not better) when the price was around 3250p.
In a worsening recession like greggs its going to be in a better position than most companies, probably with increasing demand.
Coca cola should do well, widening successful product range eg monster drinks plus inflation beating rising prices, low sp still.
Lgens capital chains potentially to be loosened to allow mutually beneficial investment into energy infrastructure.
M&S has been heavily shorted for a while but now just 1.75% shorted with Marshalls upping its short on 25th April.
No shorts on ABF but like you say not been doing very well of late.
maybe just not exciting enough for the current weird market
Great h1 profit results, so was m&s and yet both at crazy low prices.
Hi guys I agree with the sentiment on lGEN, as over the years its been one of my best all round shares but as you probably know me by now it doesn't do any harm to sell when its high and buy back lower for what i call free shares. ( or income)
This year has been particularly difficult and as trading is a significant part of my income and i don't have any employment income to add I tend to be cautious in the main and a little jittery and take profits where I can get them.
Gs, Tesla cant say that i entirely comfortable with Musks motives as he tends to manipulate the market for his own gains so will stay clear... Greggs yes I am just waiting for it to break out..... just too much "general" negative sentiment about right now for me to be confident in anything right now .
Lgen adjusted eps 34p,aviva 32p ok aviva returning a pound of surplus capital back as a special dividend but taking that into account then imo prices should be roughly level or lgen a higher price with better growth prospects(opinion) and more streamlined costs(employee count 10000 v 22000).
LGEN way too cheap for me. I honesty can't see any real threats to (albeit modest) growth, given the retirement tailwinds. 7x PE and 7% yield will certainly do me!! I actually shifted one third of my LGEN holding into AV at the end of 2019 which has outperformed LGEN by c25% since. Switched just over half of it back on Tuesday.
Bottom part of upward channel, Tesla on 5 year graph.
For me Im honestly not fussed on drops on lgen, its safe and successful imo, a lower price equals more shares and a bigger income.
Still holding greggs both in portfolio and at lunchtime, with tightening belts like never before seen this winter demands going to high.
Its getting worse everyday....I am tempted to put a limit buy in on lgen at 240 but im not sure even that is the bottom....RR currently my biggest holding getting slaughtered... pub tonight for some light relief.
Under the circumstances that's good then Gs. I hope Greggs breaks out for you.
I have no news except to say my sell of HSBC last Wednesday luckily was perfectly timed.
LGEN even though it dropped a lot today the buying volume indicator out weighed the selling volume . If that the case lgen should get back up to 260 again soon. I guess it depends on how the ftse opens in the morning
Factoring in dividend drop lgen down 2.5%,greggs up 3.5%.
Hi Gs the way the market has opened today i think you will get your wish ! " China lockdown" dam oh dam here we go again
I hope it carries on falling hopefully to around 240p so I can buy more with the dividend.
Yikes a rubbish day on the markets... I cancelled my lgen limit buy. I think it will drop further. .
Good weekend all
No for me far better to be in lgen collect dividends long term preferred share(max graph comparison good reason indicator).
Short term wise if lgen had been at 300p pre ex then a switch to lloyds at 45/46p might have happened
looks like a reasonable strategy GS........... Greggs done well today. up 4%..
Ibstock shot up today out of the blue 8.77% but not sure how long it will keep going good results though, good luck to holders.
Sold HSBC yesterday for small gain. Didn't get back in to Lloyds did you GS?
Did consider selling all to buy back today but glad I didnt.
Sold 5% to start a position in greggs.
LEGN strategy ... Ok so yesterday I sold one batch of LGEN shares with a 7 pence per share profit. The other batch almost the same amount but bought at a different time with a higher cost of 2.78 inc costs I held for Ex divi . The money from first batch I've used by putting a limit buy into the broker at £2.60 P/S . which hasn't been triggered as yet. I am still pondering on the arithmetic as to whether long term how much profit i will make ( in total ) if the limit buy gets filled then the share goes back up to say 2.76 or and if it gets filled and drops to 2.55... I already know how much ill get if it does not get filled assuming the SP doesn't drop more than the divi amount..... Where is my Abacus lol
Exactly my reasoning, its still not out the woods as the iraqi oil minister said they still had issues with 20% of the oil contracts.
Whether or not that has implications nobody currently knows, my instinct was dont risk even though potentially if everything went the right way the company could be a 10 bagger.
The whole region could develop into another Dubai, there is heavy investment from profits into infrastructure.
I came out also. It spoked me too "it was about a Iraqi oil minister calls for establishing new oil company in Erbil
"Legislating the Iraqi oil and gas law is the best solution for solving all the problems."
In hindsight it was ok....... but that's trading
It was a newslink not an rns, enough to make me sell out and not go back in.
Re GKP - I'm not a holder, but looks like the RNS on 11 April was simply the vesting on nil paid bonus shares, with a proportion sold to cover he tax liability - pretty normal event seen widely elsewhere - what didn't you like about it GS?
Hi Gs only just spotted your post about Thales..... Yep its doing well at £129 a share will need some careful thought
Out of gkp didnt like sound of todays rns.