Member Info for AllAtSea

For me it is all about the dividend. Fast growth AND a good dividend is in cake-and-eat-it land.

..was the reason for a 4% rise in this share price following a large drop in profits? Alex Baldock, called Dixons Carphone "a business with so many strengths, and with so much more to go for". But what strengths does it have, sitting in a mature market with no apparent game plan? Is it the closure of 92 stores? Is there a buyer lurking in the wings? Or is 'mobile phone' a magic word making investors swoon with desire? As somebody said, "markets can stay irrational far longer than I can remain solvent."

Whilst the sp performance has been disappointing of late, I can't find any problems with the way this company is going. Currently its UK operations are hampered by the uncertainty overhanging the economy and its US profits are inevitably affected by exchange rates. Recent problems with security as with DC. should boost its appeal to clients and the structural changes in retail generally, bricks to clicks, online security is of ever increasing importance.

Yes Central European Time sorry! My graph update was late and I could see only the first dip. Thought it was a time-zone thing until I saw more of the graph. But you can't go back and edit..

Having thought about it, I see Aviva as being a good bid target. The shares are not over-priced the company is sitting on a pile of cash and unlike RSA its business is weighted towards life policies, a better game than home, pet and car. Their weakness IMO is the IT support, where their strategy seems very confused since they started to out source long ago. The old days when It could be dismissed as peripheral are over and it should be core. However, I don't see the current management doing anything to encourage suitors.

"a bit "coincidental" that Merrill Lynch double downgrades on the day it arrives on FTSE." Their gut tells them "that the newly-promoted tech star’s run of big contract wins is likely to slow". However, within living memory the experts were claiming that Ocado would amount to nothing. Yesterday I sold a share on which I'd been sitting for a long time. All the brokers have it as a strong buy for a long time yet it has done very little and has no USP so when it rose a bit I took a small profit and left. I can't help feeling these brokers have underlying motives, particularly as Merrill Lynch took a massive tumble back in 2008. Maybe Ocado is upsetting a status quo, making them uncomfortable - it's happened before. That said, I don't mind seeing a hiatus in the price rise - the main driver of bubbles and crashes is over-confidence without underlying substance.

Am on CET BTW!

Having missed the boat on the last dip I got in at 2198 at 08:54 this morning, taking a small loss on one stock and an even smaller profit on another to fund it.

..a few more at this price. What can possibly go wrong?

but today I mostly lose some. Had worse days though, life goes on.

It's not looking good. Friday was bad enough..

According to patent experts we are now into the 4th Industrial Revolution. On 30 May the European Patent Office held its first conference on patenting the driver of this revolution: Artificial Intelligence. It's a challenge because "big companies or countries that invest in AI now could soon have a super-monopoly in this area". The changes being brought about by AI are happening now and the rate of development increase exponentially because AI is capapble of autonomous invention. It seems to me that Ocado's deal with Kroger has booked it a place in the front ranks of this 4th industrial revolution (4IR) and shorting the stock is a mug's game.

Went into building related but with a USA presence. +6.5% since. Mind you, I've an idea Sage will improve this year. If I can get back in sub 650 again then I might be tempted.

Yes it's tempting to duck out but I've a hunch the drop is due to extraneous factors that may be short to medium term, e.g. the UK uncertainty, US interest rate rises. Still a hold for me.

Eckoh publishes quite reasonable results and increases the dividend. Shares drop 6.51% Dixons announces a massive data breach and drops 3.5%. To be fair, DC. is already plumbing the depths. I used to own some before the rot really set in. ECK's problem is they don't shine as a growth stock and the yield is lacklustre. Otherwise they offer a good product for which demand must be on the rise.

Ocado should be able to capitalise on Amazon's unpopularity among French supermarket owners: Amazon sees big opportunities in France but an anonymous spokesperson from either Intermarche, Super U or Casino stated last October: "They approached everyone but did not receive positive feedback , says a distributor. Amazon wants to get closer to a retail brand to take advantage of its buying capacity they do not have at the moment, and for the customer knowledge that we have with our stores. We can see the interest for Amazon, but ours is less obvious. Amazon is not our friend: in the end their goal is to eat us and we will not open the door and give them the menu. "". Leclerc will not ally with Amazon: "Amazon forces us to react, we have to learn to be good in logistics and the difference will not be in speed but in the quality of the products," he said, saying that "it is not the everything that Amazon has come to shake the French market for a long time ". Super U will not ally with Amazon Regarding the Carrefour/Google tie up, it seems this could be complementary to the Ocado arrangement: "The deal is about three things. First, Google and Carrefour will offer a new shopping experience in 2019: all the products sold by Carrefour will be available via the Google Home speaker, Google Assistant, the connected personal assistant of Google, or Google Shopping Actions, the a new Google service that allows people to buy directly from Google's search engine or Google Assistant. Launched in the second half of the year, this scheme will first focus on non-food products and then, from early 2019, it will apply to the food supply. Second part: the creation of an innovation laboratory, in Paris, in partnership with Google cloud. The distributor's engineers will work closely with experts from the Internet giant, especially those specialized in Artificial Intelligence. The goal? Jointly create new experiences for the consumer. Last axis: the digitization of the Carrefour group. Google will deploy within the distributor its Second part: the creation of an innovation laboratory, in Paris, in partnership with Google cloud. The distributor's engineers will work closely with experts from the Internet giant, especially those specialized in Artificial Intelligence. The goal? Jointly create new experiences for the consumer. Last axis: the digitization of the Carrefour group. Google will deploy within the distributor its desktop and collaborative work solutions, such as Google Suite. A training program on new technologies will also be provided to thousands of employees around the world." In the US, Google already have a tie-up with Walmart along those lines. I don't see that Google is anywhere near where Ocado is with advanced logistics but I could be wrong!

due to tomorrow I believe?

I guess they had faith in their former employee! How will this transformation pans out in the UK's troubled retail sector? When it comes to structural change the big 4 supermarkets are on the back foot with their infrastructure and pensions baggage.

The shorters, what's left of them, are just a few of the old faces. Slowly climbing down..

..not to wait for the dip and bought another slice. Already in profit.. ..for the moment. Am expecting to hold for quite a while all going well.