Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Any ideas what the spike was? it was across the board.
Well that blip upwards didnt last long - the red is beckoning as usual
My advice is where possible stick to something you know.
A very simple example of this would be if you shop at Tesco and suddenly see them providing something everyone else is missing you can see they will boom.
Ps not suggesting Tesco ,but sometimes you can really see a company is going to win.
You could see it about 15 year ago with Argos at Christmas time it was so busy,now they have dropped the ball totally
Looks like another usual day for this share - up , down , up then down all the way .
Hello CSDI, hope your keeping well, always good to get advice from you mate, to be fair I'm not doing too badly at all, but we all like to do better, and always good to get other people's ideas
Best of luck to you, and thanks to all who have replied
Good luck all
If you don't know what to buy then get an ETF or a tracker. Good time to do it now and saves the hassle of guessing what to buy. As for me I added some more VOD to my portfolio @ 117 but also have a decent % in ISF and VMID.
Hi Robleo et al
My thoughts for what they are worth.
1. Stick with the big FTSE100 shares - they tend to hold value in distressed times better than small caps - but tend to be mature companies without the growth you would expect from a small co or start-up.
2. When looking at divis, make sure the yield is affordable and well covered by cash & profits.
3. I have a divi re-investment set up for my shares in an ISA - so no tax to pay on the divis at all.
4. I have recently bought LLOY & PSN for their divis.
5. I have taken a very small punt on POLY - which could turn out to be worth zero or 5-10 bagger.
You know how bad I am with this investing lark, so best advice is normally to the opposite of what I do.
GLA
Cheers - CSDI (Crap Share Dealing Ideas)
Hi mole, you've obviously been good at picking the right ones by the sounds of it, so well done there, what I have found difficult is not only picking the right stocks, but picking the right stocks at the right times, like with smt, they made record profits the year before I invested with them, but I watched the sp go from £12 up to excess of £15, then with American tech stocks going out of favour fast, I sold up when it dropped down to £13.50 and it's now down to around the £9 mark, for me I'm finding it easier dealing with the dividend stocks which tend to work within a range , such as lgen, aviva, mng, vod, lloyds as I said I had big hopes for Lloyds, but it just keeps getting knocked back down, just going to take a little longer than I thought, and vod we all know has had it's problems but hopefully will get better, been taking your advice though and putting shares on a watch list and trying to avoid buying at the top, and as Fleccy says reinvesting on the dips, hopefully I may make some money one day with the advice from you guys
cheers
'Growth' has become a byword for small loss making companies with sketchy business plans.
I only hold a stock for it's potential to grow investor funds. About half I own actually pay out a dividend. You can have growth shares that are profitable and pay dividends. For me I look for growth and a div is a sideline.
I wouldn't want to be in a company that has stagnant or falling revenue just because it pays a dividend.
Growth stocks don't have to be small. Microsoft has grown it's revenue 125% over the past 5 years and it pays a dividend.
fleccy, some very good advice there from yourself and Dan I think
Cheers guys
"I'm no expert so what are others thoughts ?"
None of us are experts on here, especially me, but I do have an opinion. I only ever invest in dividend paying shares, because I still have a good chance of receiving income even if a War breaks out. The dividends can be used as income, or you could top up your holding at lower prices while the downturn continues. By re-investing your dividends, you're actually growing your shareholding, which could be seen as growth, and when the the share price eventually recovers you reap the reward. Daniel said the share price drops by the value of the payout, which it does on ex dividend day, but more often than not the price recovers at some point afterward.
Hi Dan, RE: My advise is to buy a share that you think you will make money on, well I have tried that one mate, but I'm still waiting for the money:-) so obviously I'm not very good at picking the right growth shares, so the alternative for me is to pick dividend shares for income without having to sell shares, too difficult I think to move my pension, but think it would be a good idea to move my stocks & shares isa, when the time is right to sell up my shares from the current one, really thought this was going to be the year where I got good growth from my Lloyds shares, but just like with Vodafone, there just seems to be one thing after another knocking it back all the time, but one day they will come good, just hope it don't take too long or I will be too old to enjoy it ;-)
Cheers ps. did you notice I didn't use your hated lol
robleo. My advise is to buy a share that you think you will make money on, either in cap gain, or divi, or both. The divi comes straight out of the sp on ex divi day, so unless you want an income without having to sell some shares, there is no advantage of a high divi share. But my best advice to you is to have a broker that doesn't charge to hold shares, & one with low commission .
So which are the best to buy guys ? Personally I am preferring Dividends , hl charges me 0.45% up to a max of £45 for holding my shares, so if my shares have a yield of around 5 to 7 %, then the charges are covered plus I get some income from them, and if the share price rises that's a bonus if it drops I still get income while waiting for recovery, if on the other hand I choose a growth share and it shrinks instead of growing, not only have I lost money on the capital but my charges are not covered and I get no income, you could be lucky picking the right growth share though and possibly make more
I'm no expert so what are others thoughts ?
Bloody yanks as usual - ftse was slowly moving up then wallop America takes us back down
I would imagine VOD share price is partly being affected by the current situation in Germany - i.e. German dependency on Russian oil and gas ...and should the worse happen and they do in fact have to reduce imports from Russia ..what affect that would have on the German economy and business sector.....the "risk" is being priced in ....even if the hope of course is that things will eventually get better
fleccy. He drives past the vod shops in his Reliant Robin. If you bring up vod chat & bt chat, you can get him in stereo. Also on A.D.V.F.N. He is not very popular, wherever he goes?
Motley fool plugging vodafone today. Better sell out now then!
He is talking out of his behind. Let him get on with his nonsense garbage "analysis".
"In fact if the current narrative is definitely value, then I exclusively hunt for growth as there you will find the bargains."
You'd have to look hard, and even then there'd be significant risks. You could go into stocks that might be attractive for takeover by the likes of Facebook, Google, or others. Even the Tech Giants are hurtling toward regulatory brick walls, with regulators Worldwice eyeing their monopoly status. If you want an example of what happens when the regulators decide to full throttle, look at Ofcom's treatment of BT. It's only a matter of time before the regulators break up the Tech Giants imo, maybe in the not too distant future.
Vodafone investigating threat from hackers behind Samsung breach to leak source code
Lapsus$ claims it has 200 gigabytes worth of Vodafone source code.
Vodafone said it is working with law enforcement to investigate claims of a data breach made by hacking group Lapsus$ who are threatening to leak the telecommunication giant’s source code.
https://www.cnbc.com/2022/03/10/vodafone-investigating-hackers-claims-threatening-to-leak-source-code.html
You are both correct. Our job as stock picking investors is to find the growth stocks that actually will grow, and also avoid apparent value div stocks that are actually traps.
Both exist. Following a herd narrative is never good for long term returns. In fact if the current narrative is definitely value, then I exclusively hunt for growth as there you will find the bargains.
I've just posted to Porsche in the BT forum, but re-posting here as relevant.
"Porsche, I see you're actively pushing your buy Growth, over Value Dividend stocks, narrative. Clearly the World is changing, with inflationary pressures leading to interest rate rises, and the "Growth" gravy train is hurtling toward a break in the tracks. Many of the so called growth stocks, with no forward earning potential, will derail and tumble to destruction, while many others will be badly damaged. Of course this my opinion, as your opinion is yours, but it stands to reason that the market whispers are changing, with the ever louder rhetoric indicating a rotation into value."
"Every Vod shop I walk past in Europe is empty."
So how many have you walked past? I can smell BS.
Will go back to support at 1.12. Vodafone’s debts now 10b more than the market cap. Dividend will be cut, telecoms are in terminal decline, these are business models from 10/20 years ago. Too much competition, too much regulation, massive costs. Every Vod shop I walk past in Europe is empty. Chasing this capital destructive dividend stuff on dog index of the world brexit basket case ftse 100 is pointless. Buy growth while there is a discount ( not U.K. growth, there isn’t any) US. What’s the point of buying yield when you lose half your capital.