Member Info for AllAtSea

Is their debt ratio so unusual for the type of business?

When is the downturn likely to occur? I guess the US trade figures might have spooked some people but generally AHT looks sound enough in the absence of panic selling. A bit of volatility is sometimes an opportunity is it not?

"we could tackle some of the problems WE have"

What problems would we tackle that we couldn't before?

No, on second thoughts I don't need an answer please!

I'm weary of the whole fiasco. Let's stick to discussing individual companies and forget politicking.

My 18 shares are worth more than £60. Last dividend of £0.09 I am keeping to reinvest as soon as it'll buy one share.

Seriously I will buy a few more of these one day, I am sure. Just don't want to get caught out.

"decent income stock and imo that's about it."

Yes, except the new CEO is abandoning the commitment to profit-related dividend increases in favour of growth. Clearly investors are disappointed and don't believe Aviva can do much growing. They can vote with their sell button not in a referendumb.

ANy one know what will happen after 29 March? On 2nd thoughts forget I asked. Know no one knows. It was rhetorical.

AZN has an even thinner cover. Is it justified by better growth prospects than GSK?

I can't see why I would want AZN over GSK, other than sp performance.

"...... in the "long term" we're all dead.
...... 19 year old "Fund Managers" want/need instant results ..... NOW"

They would be aware that LGEN is benefitting from our unexpectedly reduced life expectancy. Not a trend I plan to follow.

"Aviva warns of 'muted' growth amid Brexit uncertainty
Aviva joined rival Admiral and estate agency chain Countrywide in counting the cost of Brexit to its business in a new update."

"The FTSE 100 company - which is the UK's largest insurer - said it would be "difficult to sustain" the level of earnings growth seen over the last two years."

https://news.sky.com/story/aviva-warns-of-muted-growth-amid-brexit-uncertainty-11657353

Now is a good time for shopping? What will the £stg do?

It's possible some have jumped ship now Aviva has a new skipper. Nice to see the divi rise a bit anyway.

TT Electronics' results boosted by acquisitions

"TT Electronics PLC (LON:TTG) was among the leading risers on Wednesday morning, sparking up 4.4% to 211p after the Woking based company lifted full year profits by 43% to £31.5m .

The figures were boosted by the acquisitions of specialist electronic groups Stadium and Precision. It is also establishing a technology centre in China to help develop its strategy for the Internet of Things."

https://www.proactiveinvestors.co.uk/companies/market_reports/215900/tt-electronics--results-boosted-by-acquisitions-215900.html

More legs in this but DYOR.

EU parliament: "driver drowsiness and attention warning" and "advanced driver distraction warning" will become mandatory in all vehicles (cars, vans, trucks and buses).

Ken Kroeger: "Seeing Machines is focused on safety outcomes and we have spent the past 20 years honing our technology for this very purpose. "

And yet despite the very news we wanted the share price is the worst performing in my pf. What's the problem?

Must admit I was hoping it's sink a bit more as I do like to buy in as low as possible.

Not mine. I bought into LGEN in January. Still have Aviva, they are like the my Hotel California.

On balance broker opinion has become more negative on LGEN.

It has remained stronger for Aviva.

I'll probably hang in there. Given my stock-picking skills this suggests you need to sell now.

If you look back it's clear that Trump doe this every so often. If you are in the know it's a good way of timing your transactions and making a bit of money all thanks to Trump's tweets.

When it gets a bit lower I will buy more. Plenty of time yet.

"One top five investor said the business needs someone who will “under-promise and over-deliver” after a frustrating few years. He said Mr Briggs was currently his preferred choice.

“Aviva is not a business we’re hugely excited about,” the person said. "

Got to say I haven't been hugely excited about it either :-(

"Aviva’s shares, up almost 5p, or 1.2 per cent, at 425¼p yesterday are ridiculously cheap, trading at only seven times Jefferies’ forecast earnings for a yield of 7.66 per cent. With the spectre of Brexit making all financials out of vogue, however, investors should bide their time.
ADVICE Avoid for now
WHY It’s hard to see how a new boss can bolster growth and the lacklustre share price"

https://www.thetimes.co.uk/article/aviva-struggles-to-be-sum-of-its-parts-22683bgn2

It's understandable that the author finds it "hard to see how a new boss can bolster growth and the lacklustre share price " but with all due respect, that is why he is a journalist and not a CEO. And I think he has skirted the issue anyway. Why are my shares in LGEN doing so much better if conditions are so difficult? I still suspect Aviva's difficulties are internal not external.

"Whatever Tesco's faults, lack of stock isn't one of them and they are great for a straightforward family shop."

Our Tesco is often out of stock and the shelves have recently been moved further apart. Have also noticed significant price rises and deterioration in the quality of 'Finest' packages.

The fruit and veg scales are poorly maintained and on the self-scan and scan-it-yourself facilities there is a woeful lack of staff. We continue to shop there because they are near but have recently tried a large Lidl and been pleasantly surprised - hardly ever been in one before.

Tango Man LOL. Yes we're being Tango'ed by the old buffer.