Member Info for AllAtSea

It'll be paid 21 November in US dollars so it'll depend on the exchange rate in c. 6 weeks. Today's rate about £0.13.

Their dividend cover is 0.94 which suggests the dividend is on the high side. Only company I hold with lower cover is GSK at 0.39.

Tesco chief calls for 'Amazon tax'
https://www.thisismoney.co.uk/money/news/article-6247561/Tesco-chief-demands-1-25-billion-Amazon-tax-Drastic-Dave-boosts-Mail-Sunday-campaign.html

Essentially he is calling for government support and a move that will raise prices for all who buy on line. He has no better strategy?

You should always listen to your mother.

I notice you dive in with your assessment AFTER a drop in the share price. It's best to avoid buying at the top and selling at the bottom.

"Further evidence of automation’s benefits has emerged this week following the news that online retailer Ocado’s revenue jumped by 11.5 per cent in the last quarter – largely thanks to the automation of its warehouses.

The effects are unquestionably positive, with the average number of orders processed by the firm reaching 283,000 per week. Its fourth automated fulfilment centre opened this summer in Erith, taking three months to process 20,000 customer orders."

http://www.cityam.com/264588/disrupting-its-own-industry-ocado-has-proven-power

"Jefferies is expecting positive interim results from discount household goods business B&M (BMEB) and good news from Germany could even result in special cash distributions.

Analyst James Grzinic retained his ‘buy’ recommendation and target price of 470p on the shares, which fell 1.3% to 388.3p yesterday.

‘We expect reassuring B&M interims in November,’ he said. ‘A pull forward of seasonal sales into the first quarter should lead to more modest second quarter like-for-like gains. But more contained UK clearance costs should offset mix dilution and the phasing out of older ranges in Germany.’

He added that the potential for ‘positive inflection in Germany’ and also special cash distributions ‘should make for an upbeat outlook’."

I'm still out of this having sold at 421. Retail (other than OCDO) is just too flaky for me, I have all the losers I need already and altho' I have a bit of cash, I can wait. And I have all the Batman figures I need.

To be fair there are many shares languishing in the doldrums right now.

A buyers market for the brave or foolish. I did pick up a few more SEE t'other day (should have waited a bit longer as ever) and lesson learned am hovering hawk-like over some others. Could be a long wait.

Some politician only has to open their mouth these days to send markets into a spin.

"Casino to Sell Monoprix Stores' Real Estate for $655 Million"

https://www.bloomberg.com/news/articles/2018-10-01/casino-to-sell-monoprix-stores-real-estate-for-655-million

"Casino said on Monday that it has signed an agreement with an unnamed major institutional investor for 55 Monoprix real estate assets."

https://www.ft.com/content/e37f4db4-c540-11e8-8670-c5353379f7c2

I wonder what this means for
1. Amazon, with whom Monoprix have an agreement
2. Ocado, with whom Casino have an agreement.

Given that the future is in the application of artificial intelligence I would think that See has the crucial advantage. AI development is critically dependent on data and my understanding from this discussion is that See has significantly more applicable data than any of its competitors.

Was interested to read a BMW review that says the camera-based approach is chepaer and less complex than the infrared system but the latter is able to detect eye-movement through polarised sunglasses (and maybe in other conditions where a camera fails).

Without wishing to capitalise on tragedy, I thought that the driver jailed for 5 years today would be a free man and his victim unharmed if he'd had DMS. A small price to pay.

seems to have dented the sp.

You could be right! October is a bad month to hold anyway and Brexit looms so I am taking profits where I can. Need VOD a smidgin over 170. Please?

"Why does the market hate this share so much ????"

It doesn't hate Vodafone, it's me it hates. Most of my shares are up ship creek.

Could we get more from the after-hours data, maybe? Am still getting to grips with how these things work!

..and Stripes?

..just bought a shed load. Morgan Stanley just rated it underweight with a 570 target. Someone is confused, probably me.

So long as you can't get done for using mobile whilst driving..

Seem to have been some meaty BUY transactions late Friday.