The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
The BBC deciding to run their lead news story of one opinion of a second rate epdimeolgist speaking in a personal capacity is appaling. He knows he is soon to go back to obscurity, and was looking for his last moment in the sun.
The BBC loves to run this because they know it frightens and angers.
The reality is he does not set UK, European or US travel policy. Half of UK adults have been vaccinated. His hysterical thirst for lockdown will become untenable soon, the vaccines work and every day the picture gets better.
We will be back within a week talking about vaccine passports and green light travel corridors. Many european contries have actaully confirmed they are opening to UK travel this summer.
Biden has said he wants American freedoms back by July 4th.
Probably for one last time, I think holders need to hold their nerve, and be further rewarded with 50% within 12 months, maybe sooner.
Nice good posts. I should have kept in mind that one random epidemiologist from Warwick, desperate for his last minute in the spotlight before permanently going back to obscurity, doesnt set global travel policy.
Yes. I use barclays and they send you a message requiring a corporate action. It's here you decide to take up your rights, sell them or a combination of both.
Small drop Monday, then slowly rising through the week as people realise all thats really happened here is EU leaders are being shown up. Vaccines will resume and they will have to stop trashing astra zeneca.
Transatlantic resumption commercially will be a great day. The UK and US may well sign a travel corridor as they are doing so well in vaccinations and virus control, it makes little sense to ban travel.
The only thing that makes me twitchy is the reaction to variants. This will occur. I thought we would learn to just live with this fact. But im starting to consider what actually may happen is countries panic and shut everything down then we will stop start for all of time.
Big fan of the EU but such a shame they seem hell bent on trashing astra zeneca to the detriment of their own economy and health.
And by doubling down on their hate they are making the US and UK administrations into superstars, and may increase anti vax sentiment.
Once they get back to giving out vaccines it should lift Tui.
Vaccines are the only way people will have confidence to travel again.
Similar scenarios over the last few months makes me think there will be a decent bounce off a pound.
With this amount of potential upside you have to accept the huge risk. Trying to figure out if I have the metal for it or not...
Well the SP dropping on that news is not what I expected
Well judging by today, it really is a nonsense story
Experian collect data from sources such as ...the electoral roll...help create a credit profile...and sell to banks...
Shock.
Very much doubt if there's anything in this. All I can find is the back pages of the sun and mail. Motive, maybe sell a few copies by tricking people into thinking they can get 750 quid for free?
We will know tomorrow if the markets take this at all seriously.
I suppose the spectre of what things like PPI did for bank shares may cause a bit of nervousness. Maybe a buying opportunity?
This price is really twitchy on whether to sell hold or buy.
There's undoubtedly value at this level. I've a lot of time for the company and want to buy. The problem is, and which swayed my thinking on getting out, is its far easier to make money everywhere else. We have to wait now until june for EW to correct her mistake and retake the agenda on value creation.
I've been guilty of having too much pride in a trade in the past , far better to suck it up, admit a mistake and move on. At the minute gsk would need 6% dividened a week to make up for capital loss.
My speculative punts which i have made and have had next to no income, have a rocket up them bringing in sacks (iag,RR,tui)
Yet companies that actually make money (unlvr, gsk) are being sucked into the abyss. I can't explain it.
A sentence i never thought id say; Im sleeping far easier with my airlines than i did with my pharmaceuticals, during a global pandemic!
The trick is i think is to work out when fundamentals are ever going to come back into fashion?
Good grief it's just breezed through 12.
Sold a little while ago at a reasonable loss. Whislt I don't have the talent of others, I too made some of that back on cyclicals over the last couple weeks, it's almost impossible not to make money on those at the minute, everyone's at it.
But I'm nothing if not a sad old man and I can't help looking at this and seeing value. So very tempted back. Peculiar wanting to join a car crash but surely this can't just keep going down???
Whilst toff and DMP may not have agreed on much, the both agreed on selling and they have abo****ely nailed it with their calls.
The SP is now taken so low, its like an attractive ex ringing to see if things can be worked out...
It's tempting, but you know deep down that nothing could can come from it
Ahh shame to hear that. May be a couple more big swings in SP, but I think Tui is trending up now long term. Not sure you'll get a better price than 3 pounds, but I'm often wrong. 10% for a few days work certainly not bad!
Aspers hell of a timed buy there well done. Looks like you caught the bottom
God knows I wanted to stay here.
Sure much smarter people than me could explain this SP, seems to me good value but the market hates it. Down every day, and even with the FTSE strong today. If I can't explain it, then time to leave.
Anything cyclical is flying, thats now where I think money is best spent. Being in GSK im finding is excruciating.
Good luck to those with the patience 2022 surely there will be some value here. Now ive sold you'll probably find it rallies. No need to thank me;)
Thanks for the comments. I do rate them. This board is one of the best I've come across.
Not on leverage and my instinct is not to sell. I can leave my savings here for years, which was my original intention. I may well hold my nerve as you chaps say. It's probably the correct action.
Toff I often rate your posts. And the one saying your probably selling half in a few days was interesting to me.
So hope I'm not being simply being stubborn, sat losing money week after week, month after month on a defensive stock, but then saying to myself "well at least I have an iron will". DMP pulled the plaster and is now on the road to recovery. The GSK Investment case seems to be weakening.
Anyway will be following this more than I intended over the next few weeks. Find this board useful. Never did i think GSK would turn into a stressful holding
There's quite a few people people on here who i regard as intelligent with good comments.
Almost to a man, the comments here seem to be this is going down. Almost all broker views now concur.
I've been desperate to find any reason at all not to sell and lose. Best I can find is management is deliberately driving it down to force a sale. Not a Great reason to hold on.
Every day of inaction chips more off. It's relentless.
Sadly I think it's time to go. I made a mistake, and have paid for it.
Welcome arthur,
I believe the RI sell off has just offered an oppurtunity to get in at a discount.
Berenberg just a couple days ago with a bit rating said "that despite the near-term risks, it does not change the fact that it remains a well-run company with compelling growth opportunities"
I agree with this, and hopefully we will do ok as vaccines and travel outlook improve from the summer onwards.
Will be keeping a close eye on this over the next few weeks. Hopefully management will announce what they intend soon, which should stabilise the SP. it's the absence of a plan which make markets trash the SP.
This is now death by a thousand cuts.
Really torn. I'm so far in, and nowhere near my purchase price, think i may as well wait until 2022 to see if the split releases any value.
Or is that just blo*dy mindness, that I can't admit a mistake, and I should move on with so many other opportunities?
This share was supposed to be the "steady eddy", not the one to give me the all the headaches.
Shares-airlines etc. They have been off to the races and this keeps going down. Wondering if patientlce here really isn't a great idea, whilst so many other recovery shares are on fire