Member Info for AllAtSea

Bought a 33% increase in my holding yesterday. Today I got a lump sum and with the dividend I have bought another load. (Halifax)

Dismal sp but I might be tempted to up my holding tomorrow.

With about 20 stocks in my portfolio, it's been a bloodbath with rare exceptions.

The question is when does it bottom out? War in Europe will continue if not spread, inflation isn't going away and we are ill-prepared to find enough alternative energy to defund Russia never mind the climate change issue. There is also tension in the Pacific highlighted by the Solomon Islands of all places.

It's a fast-changing world now.

Have owned varying amounts of this stock over 3 or 4 years and it's made me some nice profits through buying low. I think this is low and have upped my holding by 50%.

If it's down a bit later today will put my MNG divi in. I have reached the limit on MNG.

..of these so bought more . Only for the sort of money Elon Musk wouldn't trouble to pick off the floor, unfortunately.

Bear in mind that the population of the UK are accustomed to a diet 20% above what they actually need, especially given a sedentary lifestyle.

It depends on whether you believe current trends are short term or a sign of the way things will keep deteriorating for the majority. Signs are it's the latter.

Who can tell? There seems to be pressure both ways. However, with the world going mad around me I can only see the DARK arts becoming more in demand. I am considering a top up, maybe this afternoon.

Arithmetically it should have dropped further. It's a good stock to be in right now, I wasn't going to sell and may buy more to reach my limit. Will see what will the USA does to it..

“..the firm is exceeding expectations. Indeed, in the third-quarter trading update, it added 359 net new customers, for year-on-year growth of 37%. Further, total revenue in the period was up 50% to $109.8m, meaning that the firm upgraded full-year expectations to revenue growth of between 45.5% and 47%. It may, therefore, be surprising that the Darktrace share price fell considerably on the back of these results.

But the reason for this share dump was news of an impending sale from staff, as the second post-IPO lock up on 85.5m employee-held shares ends on May 1, with around 20m shares expected to be sold. This may show a lack of confidence. However, the growth prospects of the company seem too strong to ignore, and this is a FTSE 250 stock I’d happily add to my portfolio.“

https://www.fool.co.uk/2022/04/19/2-ftse-250-stocks-id-buy-with-1000/

This time I can only agree.

There's no reason why I would definitely buy back my shares. I have a couple of dozen companies under consideration, doesn't everyone?

AV.'s failure to discover more imaginative uses for their pot of gold is very disappointing and shakes my confidence in the management. They have had long enough to think about it.

It makes perfect sense but as you say the values may be rising quite fast. The increase in the SP would suggest that is the case.

DLG is a viable alternative to bank shares. I am constantly being urged to buy bank shares by sites like the Fool and I have never regretted ignoring their advice.

Used my AV. profits to get some DLG. Could have got ADM but the Munich re sale put me off for now. Hoping 273 was a good entry price.

I am another happy MNG holder since day one. Didn't keep PRU.

Trimmed my holding at a nice profit and invested elsewhere. I still have a sizeable stake in AV. but too many eggs in the basket. Also keeping an eye on ADM since Munich re dumped them. Munich re, pah! what do they know?

Now my 2nd largest holding out of 20. Those directors better know what they doing..

Thank you for the information. May I ask why you consider the NAV especially significant with regard to SGRO? It is a factor that seems to be overlooked in reports I have recently read.

Is it realistic to compare a retailer with a financial company and expect similar outcomes? (I nearly bought TSCO once, led by the hype. I'd still be in loss, years later if I had! ISTR the culprits never did jail time though)

The p/e ratio is currently 3.84