London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Check out 10 graph so smooth you could almost draw with a ruler, doubles every 4 years so far roughly.
Hi Gs ive looked at a few times but haven't given it a lot of thought to be honest...ill take a more in depth look at it .
Opti
Have you considered rio tinto as part of an income portfolio?
Around 15% below peak and 6%+ dividend
Hi guys Polar Capital yes totally agree GS but just never managed to get in it at the right time...
The usual limitations of ones funds tied up elsewhere with opportunities popping up all over the place...........
FTSE ranging all week....... but Lloyd's going for 50p and Infinity & beyond.......... Bitcoin falling fast again
good stuff - up strongly again today!
Mtb - Opened up a new position on m&g, smaller holding as part of a diversified portfolio, also has some of other shares that I have mentioned recently and funds.
Opt-Check out polar capital holdings, over 4 % div yield, 146% sp rise in 5 years(300 to 800p), assets under management up 71% in 12 months, final ex in about 5 weeks.
There is volatility in sp, possibly it might dip to 700 or even 650 but long term it gives good income and growth.
Lovely uplift in UK financials today. More to go I think!
Hi Guys all this crypto talk its so cryptic.. Nice divis in today from LGEN and a wee bit from Lloyds Yesterday was Chesnara divi
I m just back In JIM with free shares and last profit banked ( just found at that Jim are the broker for this site LSE as well )
Also took a position in HDIV .
Have you guys seen that Michael Bury ( Big Short fame ) has taken a Half a Billion dollars short against Tesla ..... Yikes Half a billion............ is he rallying against Elon Musk ...Tesla or Bitcoin???
Yep I have a full position in M&G as well (although I thought you said you'd sold?). My position in KR1 is about 1% of my UK equity position, and I'm happy with that. I have no interest in playing individual crypto - I just don't have the knowledge as to who will will win, and who won't.
For 7% yield m&g all the way for me.
Long term i reckon shiba, doge, xrp amd bitcoin will do well.
Personally would limit total investment in crypto to 5% max.
GS - re your comment a few days ago, I found registering with Binance very simple. Fill in a few electronic forms and send a Photo of yourself and your passport - job done in 15 minutes. I'm using it to buy stable coins (BUSD), and then utilising the 'earn' function. Essentially, this means providing leverage for crypto traders, which sounds risky, but as they're collateralised daily, and have enforced stop losses, the risk is actually very low. Currently paying c7% on BUSD. Just another piece of diversification for the portfolio which I'm always on the look out for. Just a few K in at the moment as proof of concept, but will certainly add to this given current interest rates!
Hi Gs yes great stuff...... Yes the under 16 will probably do that for sure, until the world goes full circle and wants to go back to old fashioned shops lol . Pity you missed out on the mega rise . I suspect some shenanigans going on with certain market participants, drop the price on results day buy in heavy then put out a note to say "Just Buy It " ( not mentioning any names of course .
Yes a slight delay from results to just buy it lol, and a sharp dip on results day followed by recovery to close.
All we need now is a musk like its not green so sell message, irrelevant to me as I cashed out close to break even.
I dont think online shopping will dip to be honest, it might pause slightly.
Theres still a demographic generation that will hardly touch the internet shopping that will be replaced over ten years by one for which it will be second nature before 16 even.
Microsoft, sony, nintendo already have them pretrained(not 100% sure if theres a minimum age restriction with amazon).
Long term Royal mail will do well I reckon big savings with automation, increasing their competivity who knows maybe a target for amazon even.
Thanks for comp update Gs looks like Saga has a strong lead so far..
Congrats on mega rise on royal mail today after JPM actually ramped it ............ JPM says in a note titled "Just buy it" that co's letter and parcel revenue in 2022 is expected to post healthy growth; reiterates "overweight" rating........
Some - what questionable wording buy JPM .. Lets hope they don't say in their next rating "Just sell it"
1)Saga 57.9%
2)lloyds 39.3%
3)888 30.3%
4)mars 22.1%
5)aex 15%
6)edl 8.3%
7)cey - 4.5%
8)phe - 31.7%
9)wte - 33.6%
HI Gs, Crypto. I still don't understand it so am wary of the associated shares .. The Argo block chain is as volatile as the coins. It could take off big time but who knows?
MYI > hanging on for now while it floats between 1160 and 1240. Never thought about taking out 5% per year of a fund, its an idea but my drawings tend to be more random . Did get almost perfect timing taking out that wad for the car.
Not looked at Apple shares for a while good news about your bruvs keep us informed
Hmm... Not too sure about Royal Mail, yes its made massive progress but currently expensive and with the pandemic easing and less online shopping it could see a drop in revenue but as always the very best of luck GS ..
S4 yes a stunning performance and super tip from Gs Snr I only wished i had the funds at that time to have got in.. I will look at all your others on the watch list GS
Hl 1663p.
Ok so list down and lets check performance in 12 months:
Asos 4900p
Sfor 530p
Bae 514p
Apple 127 usd
Smt 1154p
Ewi 318p
Abf 2323p
Arb 135p
If you believe crypto will recover then arb would be a good investment at 130p.
MYI, I get your logic and good in a diversified portfolio esp with 4% income, but how about going for a high growth fund/trust and then just taking 5% of its value out each year?
Brothers just been headhunted by apple, got faith in him bought shares.
Royal mail in yesterday 530p, new automated place will allocate a million parcels a day revenue up 20% profit tripled 700m,everythings internet and home delivered nowadays 20 pence dividend declared per year progressive, 10p final ex,pe ratio around 9 good for an improver.
Sfor gs seniors tip still doing very well, seen forecast for 900p in 12 months and 2000p in 5 years.
Asos, bae, abf, smt, ewi all good imo.
Bitcoin crashed today got down to 30000 at one point thats a hell of a drop from 65000 in April
Bought in to SMT on the 200 DMA today
Nice chunky dividend arrived in P/F today from Murray international Trust. ( MYI )
Sold my Jarvis (JIM) shares today for good profit.
Currently in OTB at in at 375 on a December 21 forward contract..........
Still in FOXT looking for 70 for first target
Congrats on your gains GS....... Excellent Work ...... Keep it going .
GL all
So thats what paid for the Mercedes lol.
Four guys from work took my doge coin tip 7 weeks ago, its a shame binance is such a pain to register with.
Ethereum which Ive long touted in this cave has flown high, shame the fca blocked investors from putting in isas and sipps before the huge rise.
Most of my 63% sipp rise came from lgen and then lgen to m&g.
Schroders paper link yesterday seemed like a smokescreen for the 5% jupiter buy in on same date.
If it happens(takeover) I reckon about 285p,all speculation in fact in a way it will be a shame for income investors to be squeezed out of a decent yield.
Good for you GS.
I do kind of think being open minded about CC is a bit like being open minded as to whether the earth is flat.........It doesn't matter if there are some natural (non-human)causes are contributing to it, the fact is that a 2-3% rise from here will leave large parts of the earth uninhabitable because of (a) sea flooding, or (b) drought. The only way we can fight against it is to lower greenhouse gases, one of which is Carbon . I think sitting around arguing about all the underlying causes is missing the point.
Anyway, I'm betting on UK financials heavily at the moment , across L&G, M&G, Aviva, LLoyds, Barclays and IG - probably around 25% of my UK equity portfolio. I also have a holding in KR1 which was actually an idea I got from you even though you had sold! I'm up about 50% on that one, so I owe you one m8!
Correction 9 months from 31st July, statement date was end of October
Over 180 transactions in that time (smiley tears emoticon)