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Thanks alwayswrong .. you should change that user name ..... I see Investec creeping up and banks in general! stay safe.
Osaka..as well as Lindsell Train take a look at Fundsmith Global Equity I accr...it's similar strategy to Lindsell train but more focused on US and returns are much higher than Lindsell for last few years.. I had both for diversification .As always DYOR GL
Haha...thanks Oska..will take a closer look.
I belive it will go to around 150 -170 ... so you have not missed the boat, it is being held back on purpose IMO and will get a rerate soon enough ... this is my research please do yours before buying! I dont know the future, if I did know one would belive me anyway :) GL Sir
BATM looks a great share.. I think I missed the boat here..
I think BATM Advanced Communications is also looking good, and there is a dividend coming , making alot of money at this time, one more from ST!
TY I too have Lindsell train
Osaka..you might be right on this because I just liquidated this share along with my holdings in Legal & General and Direct Line as well as NRR...I am fearful that the stock market in general will come under pressure from Covid which appears to be taking a scenic route to a total enforced lockdown but this time with less generous support packages ..if the general stock market does retreat then all shares follow on the principle that an outgoing tide lowers all boats..I will come back in again when I think the uncertainty is over and hopefully before it's too late.. I am still invested in global equities such as Fundsmith and Lindsell train as they are less dependent on the UK..they are also doing steadily well..good luck with your selections..
Alwaysworng, I would have not sold at a loss in Investec if you can wait it will go up at some point, BBB is being tipped for sometime, Simon thompson did a few articles on it, and the math, the 10% rise is nothing , it was a good buy at 100p in ST view and he as always picked great stocks IMO .. but do what think is best, I belive this Covid thing will be over sometime next year but that is my guess! GL Sir
Osaka..I did look briefly at BBB ..it has been around for 5 years or more and it has yet to make a profit ...no dividends have been paid during this time either...it's too high risk for me with no trek record spreading several years...I do note though the huge holding bought by a non exec director yesterday followed by a 10% share price rise today ...I can see that they have also had several tender awards recently but I am keeping my holdings in cash for now but good luck ..no doubt in a few weeks I will be wishing I had followed your tip !
Osaka..I sold earlier today at a loss.. I got fearful after watching Covid taking a slow motion scenic route to a full lockdown , but this time without the social security net of 80% furlough etc. to cushion the impact..
I think it is going to bob about at 148 - 160 for a time but unsure ... I sold at 161 and moved my money into BBB Bigblu Broadband PLC I think it is about to take off .. always make your choices... this is just my research! GL all I will still watch this share as it is undervalued!
What the hell is happening to the share price ?
Here are some questions I asked myself .. People working from home is a given for the future.. so What do they want, a nice new home in a good place and internet where ever they are! so I think these companies will benefit from this new normal. I also listen to Simon Thompson from IC great stock picker!
I agree investec is undervalued and will go much higher at some point ... I will watch, and wish you the best of luck sir!
Well played oska! Imo this still has long way to go...v undervalued
I moved my money into Bigblu Broadband PLC I think it is way undervalued!
GL 156p is not a bad price, Its just where I am going into lockdown and think the Sp will retrace, so I took my profit.
I think consolidation.. I am back in at 156. Should see 160s next week!
I sold at 161 ... i think it is going to retrace a bit ... but i amy be wrong!