Member Info for Carrington

Agree with most of the Boris stuff although he was pretty good as London Mayor in terms of job creation and drawing business into London (far better than Mr Khan who couldn't run a bath) - the alternative to a Tory government was JC and a dose of socialism so maybe Bozza is not so bad after all
dyor etc

When a share has gone up around 40pct in the last few weeks it normal for profit taking to occur, so expect more of the same over the next few days, slight retraces followed by more progress north until a Brexit announcement - if we get a decent deal on Brexit then this goes above 1.50 imo, which was my year end target
gla dyor etc

Heavy buying going on MKS in last 30 minutes - touching 140p now boys
gla dyor etc

Morgan Stanley tipping Marks in their top 5 for potential upside - see below - at the bottom of the article - I can smell £1.50 now guys!!!!
dyor etc

n interesting snippet from IG News. Morgan Stanley specifically mentioning ITV as a top 5 cyclical/value stock to benefit from Brexit Deal etc:-

2021: Uk Stocks’ Time... But With A Brexit Deal (1121 Gmt)
While there is a broadening consensus on a strong economic rebound in 2021, some analysts argue that the winners of this process might be the hard-battered UK stocks; but with a deal on Brexit.

Morgan Stanley says “recent vaccine news flow cements our faith in a strong recovery next year and helps the Value rotation, while a Brexit deal, if and when approved, should also provide some support to UK assets.” The investment bank, which expects the FTSE 100 to rise 17% versus a 10% gain seen for the MSCI Europe, mentions four reasons why we will see "a rebound in value which will favour UK performance":

. UK is likely to see stronger EPS growth after a large fall in 2020

. the pound is expected to stage a modest decline, versus a decent appreciation of the euro

. a Brexit deal will provide a tactical rebound in UK risk assets

. UK stocks are very cheap compared with global peers

In the chart below the MSCI UK index

UK Cyclicals valuations Here are the five UK cyclicals which offer significant potential upside, according to Morgan Stanley: ITV , Hays , Marks & Spencer , NatWest and Taylor Wimpey .

(Stefano Rebaudo)

Hopefully we will both be laughing Nige come Christmas, especially if ITV can return to the ftse
glm dyor etc

"money's in the air, I can smell it all around, - money's in the air, when ITV hits a pound" sung to love is in the air for those of you who can remember the John Paul Young classic - ITV up to 95p atm - I can feel a double gin and tonic coming on before dinner tonight!!
dyor etc

I think this article this morning puts the huawei scare story to bed
https://www.lse.co.uk/news/VOD/britains-telcos-face-fines-if-they-use-suppliers-deemed-high-risk-like-huawei--ea761itl4arh2ww.html
dyor etc

I did some research into the collaboration MKS did last week with Ghost (Kate Middleton's favourite dressmaker atm) - they did 6 dresses with 2 of the dresses being replicated for girls - both girls dresses now sold out and around 80pct of the rest sold out - not too shabby - also MKS getting rave reviews for their pick up in store service to save queuing - good signs here going forward - I am sticking to my end of year 1.50 target - gla for today
dyor etc

Share price has risen around 50pct Shiner in the past few weeks, 5pct retrace no big deal just profit taking before the weekend imo - this share goes higher, much higher going forward if we get a deal on Brexit, it is cheap dirt cheap on fundamental's alone
dyor etc

I have bought Jaeger clothing in the past as has Mrc C - but I hope MKS resist the temptation to bid - consolidation of Ocado and a return to the dividend are the main priorities here imo if we succeed here the share price will go north enough for a return to the ftse 100 - this has to be the overall priority - using up the money saved on the dividend to incur more debt - not a good idea right now
dyor etc

Just in - food dipped 0.2pct but the overall picture looks good - hopefully will translate into a blue day for MKS

https://www.cityam.com/uk-retail-sales-outperform-expectations-ahead-of-second-lockdown/?utm_source=dlvr.it&utm_medium=twitter
DYOR ETC

Been watching ITV closely this morning on the market after a pretty big reversal on the Dow last night - it was trading down 2pct at opening along with most stocks on the market, but is being bought vigorously on the dips - good signs here for a push forward - I wouldn't be surprised if we had another blue day
gla dyor etc

a profit is a profit Gio so fair play to you, personally I will not be selling any of my stock until I reach my target - £1.50 and not a penny less
dyor etc

Agree here Neil just seen this through on Reuters - first of many in terms of mergers and acquisitions - MKS is right up there and must be a target with a Brexit deal surely

On
@Breakingviews
: UK insurer RSA has agreed a 7.2 billion pound offer from Danish and Canadian peers. The price is rich, but with insurance rates set to rise thanks to COVID-19 companies have extra reason to pursue aggressive deals, writes
@aimeedonnellan

Both parties have a lot to lose phatfish which is why I do not think it will happen - far too much at stake here on both sides - my original point was to highlight how Germany benefits from the EU probably more than any other country - they have a vested interest in keeping the status quo ie no tariffs - I would be shocked if there was a no deal brexit but we will see.
dyor etc

ER No he didn't Aus - he used it in response to me specifically talking about Germany, I am not a mindreader ffs - if someone responds to me talking about Germany and states Germany in the response I don't assume it is the EU!!! -

Hey Aus - tbf Phatfish said Germany now to me that means Germany not the EU - Re your last previous post, correct, no issue if there are NO tariffs which is what I was referring to in my previous post
DYOR ETC

incorrect phatfish we have a net trade imbalance with Germany which means we export LESS to them than they import to us see below -
https://en.wikipedia.org/wiki/List_of_the_largest_trading_partners_of_United_Kingdom

Correct Fleccy which is why I think a free trade Brexit deal WILL be done - Germany will not want to see that export gravy train interrupted with the possibility of tariffs with a no deal Brexit - re BT share price, spiked up 1pct in last few minutes, not sure why atm - maybe more fund allocation from tech to value
dyor etc
gla dyor etc

Initial partnership with option to buy at an agreed price if targets hit would be my preferred route - no point throwing money away unless you have some indicator of success
dyor etc