Member Info for Carrington

Socgen and RBC raising target prices for MKS to 154p and 160p respectively - as I said in previous post, a slight pull back then onwards - 150p plus soon - brokers have no option but to raise targets as previous targets exceeded - I am expecting more of the same - massive vaccine roll out to boot - my target is now 175p by May when a large amount of the UK should have been vaccinated
gla dyor etc

Doesn't matter what the BBC say, they put a negative spin on just about anything anyway - what matters is what most analysts forecast and MKS beat on food AND clothing - as I said yesterday there will be a pull back for maybe a few days then onwards - north of 150p by end of this month imo providing no extreme macro/micro economic catastrophe.
gla dyor etc

Maybe we will get an announcement on Jaeger tomorrow - I am hoping for a beat on food and consolidation with clothing - what often happens though is the share goes south even on good results - again, if this happens I will be looking to add on the dips

Good luck all for tomorrow

"Money's in the air, I can smell it all around, Money's in the air when BT hits 2 pound" - sang to the tune of the 70's hit - love is in the air by John Paul Young for those of you old enough to remember it - If this rise continues to 2 pound I will be able to take the rest of this year off - well done to all the lth's on here - now just sit back and relax and watch the money roll in - it is far better than working
gla dyor etc

Just seen this on Reuters - LONDON (Reuters) - Citi expects world stocks to hover around current levels in 2021 and cuts U.S. equities to “neutral” as lockdowns induced by fresh waves of COVID infections roil global economies.

The bank upgraded emerging market and UK equities to “overweight” in a note published on Thursday, citing their reasonable valuation and robust earnings momentum. It also expects weakening U.S. dollar to help these markets outperform.
I think funds are piling into uk equities big style right now - I am expecting a large uptick for MKS on good results, maybe even a re-rating

gla dyor etc

Just seen this on Reuters Nige - LONDON (Reuters) - Citi expects world stocks to hover around current levels in 2021 and cuts U.S. equities to “neutral” as lockdowns induced by fresh waves of COVID infections roil global economies.

The bank upgraded emerging market and UK equities to “overweight” in a note published on Thursday, citing their reasonable valuation and robust earnings momentum. It also expects weakening U.S. dollar to help these markets outperform.

I think funds are piling into uk equities big style right now - I am expecting a large uptick for ITV, maybe a re-rating
dyor etc

Just seen this on Reuters EMM - LONDON (Reuters) - Citi expects world stocks to hover around current levels in 2021 and cuts U.S. equities to “neutral” as lockdowns induced by fresh waves of COVID infections roil global economies.

The bank upgraded emerging market and UK equities to “overweight” in a note published on Thursday, citing their reasonable valuation and robust earnings momentum. It also expects weakening U.S. dollar to help these markets outperform.
I think funds are piling into uk equities big style right now - I am expecting a large uptick for bt
dyor etc

Money flowing into UK stocks today, FTSE up nearly 4pct atm way way ahead of other world markets - at last fund managers are realising just how cheap UK shares are - MKS is one of them - if we get a good update on Friday this goes north of 150p imo
gla dyor etc

Bottom line is the UK will have done more vaccines than anyone in the world in 6 months time and as a consequence will return to growth quicker than any country in the world end off - the EU will still be scratching its arse when the UK is fully vaccinated - onwards and upwards for the mighty ITV
DYOR ETC

I hope they are not going to be paying top dollar for this - anything that impacts a speedy return to the dividend I will NOT be impressed with
dyor etc

For me the vaccine has put a floor on this share and that floor is just below 70p - anything below and I will be adding - as soon as the death numbers start to decrease this share will fly imo - my target is 100p by 1st May
gla dyor etc

Scotland just announced a lockdown from midnight tonight - this will undoubtable affect this share and pull it south - I am looking to add on the dips - losing a few quid atm but looking long term here - vaccine announcements coming thick and fast now - I am expecting a good recovery to around a pound once we get back to normality - gla and dyor etc

Scotland just announced it is going into full lockdown from midnight tonight - that will probably add to sentiment and take some shine off the oxford vaccine announcement - still what this will do is shine a torch on the importance of food being delivered to ones home - never an ill wind that doesn't blow some good old chaps
dyor etc

Let Scotland leave it's no big deal - more cost effective for England in the long run - lance the boil and let them get on with it
Happy New Year to all and stay safe

Risk off today across the FTSE in general - nobody wants to leave positions open unless they have to with the potential of lockdowns/higher tiers etc over the weekend - I have bought VOD and will continue to add on the dips - undervalued as are a lot of UK stocks atm I feel once the vaccines take hold and the UK stabilises then VOD will come back big - good new year all gl for 2021
dyor etc

haha - one could interpret that way Neil - as an aside, MKS being marked down atm on sentiment with further lockdowns planned - temporary imo - once the vaccine is rolled out MKS to continue to 150p and beyond - results at the end of next week - I think they should be pretty positive under the circumstances - lets see
dyor etc

The fact that the EU is still dicking around with trying to get clearance for the vaccine tells you all you need to know with regards to why we have left the EU - by the time they have sorted themselves out we will have vaccinated the whole of the UK and with that will come massive opportunities for a return to growth - good times ahead for the UK and for MKS
GLA DYOR ETC

Yes the Dax trading up 1.5pct atm on Brexit agreement news - with MKS being tipped as a buy with the Sunday Times I will be looking for a nice rise tomorrow Neil
Gla dyor etc

Unlikely that I will make my £1.50 price target for Christmas now - never mind still a good solid profit made, even on my last buy at 125p - so it will be a very Merry Christmas for me and Mrs C - wishing everyone on the board a Merry Christmas and a HEALTHY New Year.
atb - C

Marshall Wace opened up a short position of 0.6pct on the 21st Dec - Looking at the share price at that time they would have opened up that position at around 104p - ITV share trading atm at 110p - that is around a 5pct LOSS - once Brexit deal is announced ITV will imo be around 120p - that will equal a LOSS of around 15pct - one thing I love apart from seeing the long term holders of ITV make a good profit, is to see a big shorter take a good hiding -
gla dyor etc