Member Info for Carrington

Added at 612p

gla dyor etc

Added at 150p

gla dyor etc

I like the company but I think there is a lot of nervousness around atm with UK Retail and the NIC employers will have to abosorb - 15pct but the killer was the reduction to the 5k threshold - got to hit the bottom line - either staff reductions or price increases - either of these will not encourage gdp and will likely push up inflation - not a good read on sentiment for the sector - I think you are seeing the adjustment for this playing out in front of your eyes - MKS had steller results and they are down over 10pct since they were announced a few days ago - caution needed here imo

gla dyor etc.

Decided to sell my holding here this afternoon along with a few other retail stocks I held- 15pct profit overall, so not to be sniffed at, - concerned at the NIC charge - 15pct was bad enough but with the threshold to now be paid from £5000 -that is an absolute killer for UK business and I am nervous as to how this will play out - 550 jobs axed today at Direct Line - maybe a start of things to come - if you start to see unemployment rising then benefits will also rise - that makes growth even harder - the alternative is to increase prices and keep staff, which at the end of the day leaves people with less money to spend which again makes growth even harder - good luck to all still holding -

gla dyor etc.

One must always remember Ageas pitched for DLG at around 161p not too long ago when it was in a much worse state than the current results suggest it is in now - I will keep adding here - Insurance sector ripe for consolidation so it either recovers or gets taken out - not too concerned which as the end result will be a substantial profit imho

gla dyor etc.

BA/Virgin supply issues old news and made no impact re recent trading update - what people should be concentrating on is how much more the net profit would have been if there were no supply issues -

gla dyor etc

Decided to buy a small tranche at 164p at open this morning having sold my entire holding at 170.5p - lets see how it goes

gla dyor etc

Gas price rising hard - should be a blue day here - lets see

gla dyor etc

618p - typo

Added at 118p -

gla dyor etc

Added this morning at 385p which was the share price before results were announced, so almost a 7pct drop - overdone for me, lets see - Christmas coming up - boom time for MKS -

GLA DYOR ETC

Terrific results for IAG this morning and the rise here is on the back of that - results from EZJ should be better as they have an ever improving holiday business to add on - I wouldn't be surprised to see Cube reduce their short today - nobody wants to be short on good results, not long to wait now and for me this gets bought up to the 26th - 6 quid could well be on here.

gla dyor etc.

I think Mccall should arrange an interview that is pre determined whereby the interviewer asks her the question "would you consider selling ITV" - The answer to be given would be "yes if the right offer came along" - in that way you are putting yourself up for sale but not actually admitting it - if the share keeps going south into the 50's then all of a sudden 80p becomes a very good offer -

gla dyor etc.

Decided to add today at 75.2p

gla dyor etc

"Barclays cuts JD Wetherspoon price target to 830 (900) pence - 'overweight'" - Hey Caspinos, looks like we timed that buy in just right matey

Added at 133.9p - the spread was incredibly tight at 0.01pct - plenty of buyers here me thinks

gla dyor etc

Lovely turnaround this morning - US sale is key but with Trump in and corp tax being reduced it makes the sale a tastier proposition imo - well done to all the lth's here - patience is a virtue and patience paid off today and some

gla dyor etc

Underwhelming - I sold all my holding at open for 70.5p for a small profit - NIC costs coming down the pipe which are not even factored in yet - low 60's on the cards I think best of luck to all still holding

dyor etc

402P PAID

A few funds loading up here to secure the divi before tomorrow no doubt - chunky at around 6pct, why not

gla dyor etc