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... well , what can one say , showing red on my initial buy for a safe 8%? dividend yield , now c.12%?... I very rarely hold any stock and when I start to buy to hold , they are well targeted and drip fed. Hedged this one well and I am buying in to hold again , my god , what is Mark doing. My thinking is that a significant percentage of raw dairy products were imported from Europe on the cheap through subsidies , etc , but these are likely to fall off with Euro Policy and increasing budget defo. With the GBP nose diving against the Euro , the likes of UK scourced products will become increasingly attractive. I also liken the TESCO 'we will buy out the RBS eliment'. A wayward lateral thought maybe , but if you cannot increase sales by significant margin , start to increase your profits by significant margin by buying out tested suppliers in the chain that you can easily absorb the majority of sales of at cost , thus giving you an increased return down the line. I am not saying jump in , I am simply saying that the most downward rating values DCG at c.40% more than current and that the divi of c.12% is , imo , as safe as can be.
its going further down. 243 now.
... just picked some up at 251.75 , happy to keep these on the back burner and collect what I would consider a safe c.8% pa dividend if they do not show short term recovery. If they show further weakness will hedge with a short and average down as there is no point just watching it and you've got to be in to loose or gain. As I say , happy to hold and will hedge if need be.
21% down -live to 260
Dairy Crest's ability to generate strong volume growth from such brands even as prices are rising is commendable. It also means that the troubles of the liquid milk business, which affect the whole sector, are cushioned. Even so, the outlook for the second half is slightly less positive than previously and while analysts are not cutting forecasts yet there is more chance that they will later. With pre-tax profits currently expected about £101m, and earnings per share of about 56.5p, the price/earnings ratio is a modest 6.9 while the yield is not much lower. With the debt refinanced in good time, the dividend looks more than safe making for a defensive investment in these turbulent markets says the FT.
... is this a knee jerk reaction or will DCG continue to fall, to be or not to be as they say.
Dairy Crest cut 100 jobs.
... expected profit for year 10% down , could be worth a small recovery play whilst the stock is down c.15% on the day.
Look more optimically for this sector as food. Now crisis all around, but people must eat, so it'll soon. I think so.
After waiting weeks for this to turn around I sold this morning and now look at it. Now I am really Pi**ed
no worries , just track me down and give me the heads up if there is monies on the plate.. thanks for saying thanks , gl
They they go-off into the sunset. Followed your advice regarding ECM - Nice tip Mark! Thanks
...from the lows yesterday or today , was the time to buy in , imo
depot at severnside are having a facelift corridors retiled and fresh paint on walls rumours going round tesco are making visit to site with contract for welsh stores they had tescos before and was worth alot of money wiseman dairies got contract but they are in difficult 3yr contract coming up for renewal now.my only hope none of the bigwigs drink the coffee or eat the food out the canteen cuz its disgusting on the upside if they dont and they get the contract the sp will rocket.Im not sure but i think the visit is for friday this week will post any news asap
...there are many , but I like IG Markets.
... trading FTSE100 and WALL STREET CASH is a must for a day trader , FX EURO predictable , HBOS a constant swinger ... went heavy on the lows today for Tesco , Dairy Crest , Rolls Royce , Legal & General , Friends Provident , RBS, BARC , Mitchells & Butlers , Yell , Sainsbury's and ITV.
I agree with Mark, these are a great vehicle to play the market. Less risky than Spread betting but I got some spotty oik in a nylon suit (well he sounded like that ) trying to get me to take his tips early on so pick your provider carefully. Who do you suggest Mark?
I have been meaning to read up on cfd as I only know the basics. Time to do some homework I think
...sorry to here that you are tied up with barclays , I was I was thinking of you when I topped up on DCG's low and thought that I would just say that if you do not CFD then it is worth having an account for just these soughts of occasions , ie. £331 per 1000 shares , if you do have one I should have just kept quiet , anyway , gl.
Seems we have a similar investment pattern. I reduced my holding in Barc the other day on the spike and used this to get some here. I only wish I had sold them all as they have been on a down ever since. The other attraction here is the dividend. I wonder if this has been shorted heavily and as such, they are bailing out before the dividend and also it is triple witching today.
but I'm stuck in BARC till it improves too
These seem like good figures and I can't sit on the sidlines any longer at £3.32. got to have a few of these.
The dairy firm posted a 24% increase in annual profits, driven by strong sales of its brands, which include Cathedral City, Clover and Frijj. Why is this not effecting the sp.
Been in and out of this for a while and made good money but was last in at 435 so I'm holding for its recovery. Imo way under priced, its yet to recover for the big drop when input costs went sky high, besides they passed this cost on to consumers successfully and year end figures were good.
... recent broker downgrades have had a sharp correction on the price. I bought in the lows yesterday on the basis that , imo , the recent sell off has bought the shares to a level that is more than fair and that this stock may well have been shorted on the back of negative sentiment towards the food manufacturing sector as a whole. The other reason why I bought in was aAs it goes ex-div next week (5%), I would not expect those on a short to be hanging around much longer as they would have to pay the 17.3p themselves. Anyway , like all stocks could well fall further but you make your choices and move along , gl.