The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
hi mike I have tried to find the article you mention regarding Questor.. I can find an article dating back to Janurary regarding house builders in general but do not see one specific to Redrow. Would it be possible for you to post a link if the article if it is Redrow Specific. Nice to see the rise today though. Thanks
All the best CM hope you get your buy in price soon
ok Thanks
Hi, Has anyone actually filled in the tax form to reclaim the withholding tax. If so where did you get the form from. Thanks
Hi CM Thanks for reply. Investments are doing ok at the moment. I have been in here about three months now. Nice to see the movement north of late and today. Long may it continue. Some other ones not doing so well, but that's shares for you as you well know. Elterwater at the weekend via Kirkstone. Thanks for the warning. All the best
Hi CM Nice to see you still posting Hope all is well with you and yours give the recent events. Over your way this weekend All the best for Christmas and the New Year Keep posting Cheers
Hi , I have answered my own question. I have spotted an RNS on the Tri website. However, this is not listed on the RNS Section of this website. Cheers
Hi Guys Where was the acquisition announced ? Has there been and RNS that I have missed. Good to see some positive movement today Cheers
Hi, thanks for that. I appreciate your input and response.
Hi, where was the div holiday announced. I have looked in previous RNS's but have failed to spot anything. Appreciate any help. Thanks
Hi Cheque Mate Nice to see you keep posting I bought into this on Monday. Hindsight is a wonderful thing. Please keep posting your posts are reassuring to the rest of us. Or at lest me anyway. Thanks
hi CM Sorry to hear you have sold out. It is very easy to hang on to a share when it is going down. I find it very hard to sell at a loss. I can relate to the drip drip. Been there before. I am learning to do that though. I have a graveyard of "hang ons" that are a fraction of original purchase cost. But you live and learn. I was stopped out of PHTM last week. It went down just enough to trigger my stop loss then went up the next day by 12%. I still have some holding however. The results are out on Thurs so fingers crossed on them. I have been researching Plus 500 tonight. I have had my eye on them for a while. The figures look impressive so may put some money into that. Although a considerable retrace today. I was considering QPP a while back.. The figures were impressive and held back a bit . Pleased I did now. for obvious reasons. Some of the postings on there are dreadful. I have seen that kind of thing a few times when shares are going down. I have used this site for a while now and not really posted mainly because of the type of thing over there. I always thought it better to observe and say nothing . I have looked at your holdings and you have me intrigued. I would not have the confidence to hold some of what you do. I would love to discuss further at some point. I guess you have invested for some time. I appreciate your replies and wish you the best along with Mogie Bed time for me take care.
Hi CM How are things with you. My portfolio is taking a right hammering of late. What you said about May June and July is certainly coming true. However I did receive my second Jim Slater book. So another book to add to my collection to baffle and confuse. I am envious of where you live. I am based in the North East. I was in Patterdale at the weekend. I went along Striding Edge and up on to Helvelyn. The weather was fantastic.
HI CM Thanks for your reply. It is reassuring to hear that someone else does not fully understand all the book contents. It is also reassuring to hear that someone else makes mistakes. Listening to some on here you would think they are the next best thing to Warren Buffet. A lot of share seem to be taking a hammering at the moment. In your last post you mentioned A trades. I understand them to be Automatic trades. But unable to explain the price movements. I noticed a similiar thing with IQE. It would open 5% up but then after an hour be back down again. That went on for a week or so. I thought maybe it was shorters buying back shares. But no way of knowing for sure. I am going to the Lakes for the weekend. Take care All the Best
Hi CM I have read most of NT and usually keep it to hand. My intention is to go back and read the complete book I am currently reading ZP. I am only in the early chapters at present. I dont get a great deal of time to read and when I do progress is slow. I work as an Electrical Engineer, so this is a new area for me. I usually read the book with a few reference books at hand to refer to also. If I worked with accountants it would be easier I think. The fact that the book is quite old does not help. Which is partly why I have the other refernce books. I think the principles are still valid however as you know, the accountacy rules have changed. This also has an impact on how the information is displayed. I also have my eye on his next book which may fill a few more questions. I agree on knowing when to sell. If it was easy we would all be millionaires. Mogie, likewise. Hope all is well. Take care
Hi CM Thanks for your reply. Really appreciate your offer and will do in time. It is good to have others to ask queries to. Mogie was always very helpful also. Thanks
Hi Chequemate I have corresponded a few times with Mogie. I have just noticed her postings have been removed. Have you any idea why Would appreciate it if you could let me know Thanks
Hi Mogie Sorry for late reply. But thanks for your input. I am currently deciphering you spreadsheet for RNWH. Thanks again capt
Hi Mogie No worries. Thank you very much for your reply. I am actually holding RNWH and have just been reading your research post over there. I bought in there about 3 months ago. Your research is very thorough. There is a big discrepancy in the amount of research you do and the level I do. I need to be more like you. I read one of links which was from Investor Chronicle. Do you subscribe to Investor Chronicle. I have registered but not paid anything as yet. I was tempted at TRI when they were 80p but did not buy any. I of course regret that now. I also have an eye on GMS as well as TPT Once again thanks for your input and reply. Good luck
Hi Not an expert in the field of oil and gas but I thought the bit "Expected producible resources for this new prospect are in the range of 4 billion cubic feet" was as significant find / prospect. However the lack of share movement proves otherwise. If anyone knows any more I would be interested to hear views I have been holding this for years now and some return would be nice Cheers