Member Info for AllAtSea

At a time when takeovers of UK assets are running high, is TTG is on someone's shopping list. Surprising if not.

I'm not unhappy having bought a large chunk at 383 19 July. My expectations with this stock have been well and truly managed over the years. It goes down, then up; repeat forever. Should I sell before XDD?

It's an ill wind, you think?

Came on here to get some sensible thoughts on an insurance company , find it's all gone 'Alice in Wonderland' and I just gatecrashed the Mad Hatters Tea Party. Sorry guys, you just carry on and I'll come back another time..

"A vast new investment plan aimed at modernizing America's infrastructure overcame a key legislative hurdle in the US Senate on Sunday, with legislation described as "historic" by President Joe Biden now almost certain to become law."
https://www.ibtimes.com/vast-infrastructure-bill-overcomes-key-hurdle-us-senate-3269320

News which must help AHT

My take is that the new strategy is to reduce life insurance and focus on general. Ok with me.

I'm not selling at this stage either. Virolens or not this is a good company to be invested in right now.

MNG, LGEN, AV. are the backbone of my portfolio. AV. was the black sheep but I managed to trade away my losses in the last 18 months.

Be time to buy again soon. Better get the cash from somewhere.

It's got a fair wind all right.

https://www.dailysabah.com/business/economy/us-senators-take-first-major-step-toward-1t-infrastructure-bill
"
“We know that this has been a long and sometimes difficult process, but we are proud this evening to announce this legislation,” said Sen. Kyrsten Sinema, D-Ariz., a lead negotiator. The bill showed “we can put aside our own political differences for the good of the country,” she said.

Sen. Rob Portman of Ohio, a Republican negotiator, framed the legislation as something that would help the U.S. better compete with China and would make the “economy more efficient, more productive" after years of struggle getting a public works bill off the ground."

Hopeful noises reported today.

A large investment I made on 21 July seems to be paying off. So far.

If you wait for momentum to build your courage it's likely you have left it too late. Have top sliced a few profits to get into another low-priced opportunity. I still have plenty of OCDO meanwhile. Fingers crossed.

Doubled my holding this morning using some OCDO profits. Can I get lucky twice in a row?

Money where mouth is.

My view is that the bill will be passed eventually. Opponents will be handing their ammunition to the enemy if they stop it and are stalling to make as much political capital as they can before letting it through. On that basis I will be buying more AHT at the current price.

“BIOTECH AND PHARMA | BARRON'S STOCK PICK
Glaxo Is Attempting a Turnaround. An Activist Wants to Accelerate It. Buy the Stock.”

https://www.barrons.com/amp/articles/glaxo-stock-is-stuck-in-a-rut-what-can-get-it-moving-again-51627546500

Must admit to buying on results day, fortunately not at their absurd peak. I’m aiming to trade down my average, with some success.

One day I will be grateful my current losses are too large to realise..

With a new Health Minister I wonder if there will be a review of policy concerning Covid tests?

Steady as she goes LOL