Member Info for driftking27

Thought FF would be either jetting of to Dubai or racing around in their Ferrari than on here haha

GLA

Never looked at after hour buys on any share, but go and see the numbers going through.

(1720-1815) at 4480 - 5000p orders £60m worth in 6orders

Has to be buys, or coujd it be late lander orders from earlier in mornings?

You bought 15000 ? When

That’s roughly £630k worth at todays value

If you had that sort of dough, you Wouldn’t be on this message board posting this short message

AGREE

Enfamil, introduced in 1959, has undergone several significant formulations — each one designed to optimise nutrition. With over a century of innovation behind it, Mead Johnson Nutrition strives to be the world's leading provider of science-based paediatric nutrition products.

I wouldn’t be a buyer at now.

Thus will continue to fall until possitive news comes out.

It’s a WATCH as this could be catastrophic . NO one knows

It’s a buying opportunity in future..

For now, I would leave this news to settle abd see what happens in 2months.

It’s not going bankrupt.

My stockbroker Rathbones have their Research team on it, and I’ll post any update I can in coming weeks ahead.

I only have 100 shares at £58.50

Reuters states $60m

There could be hundreds of cases, as it’s premature babies that are risk from this NEC disease which can be fatal…

I’m holding this, just let it run. It’s another VODAFONE investment by looks of it. . . .

One mother has won a case for $60m! Not $60bn lol

The 2nd bid should’ve been accepted by board. DLG is a poorly run insurer, and needs serious help.

Wandering can BUFFETT help with his $160bn?? loL

Ageas is running better than DLG, and coukd stresmline the business and save with synergies .

There bloody daft to decline the offer cause I doubt no one else with bid.

Been here since Feb 2022 with 5 figures l, better off in pharma and tech over this malarkey of dividends value trap anyday

So, we’re talking about dividends again, seems to ring true with every FTSE 100, VODA, IMB, PHEONIX, miners, and many more that offer above 6% dividend yields.

What was the basic lesson we were taught about investing?

6%+ are value traps, and show no growth.

We cannot just throw all your money into one 7%+ yield and sit back, because that’s very naive in doing so.

The current economic environment is looking very murky, recession like.

Technical maybe, but we are in a bubble, that does need popping, with stockmarket correction.

Indices are so out of sync, look at S&P & Nasdaq and the go and look back at ‘98/99.

All our financials have ran out of steam compared to rest of world

I give you comparisons

It’s scarier over 10yrs for all UK banks v US /CAN/AUS

GS up 133%

LLOY down 37%

BARC down 27%

R B Canada Up 89.5%

HSBC Down 3.7%

C’wealth Bank of Aust Up 57%

Oilies

1994 to 2023 October 26th



XOM +750% plus dividends( USA) 



SHEL 144% plus dividends in that period 



BP. 320% plus dividends 



CVX. 700% plus dividend's (USA) 



OXY. 5800%! plus dividends ( USA)

I do have a bigger interest in US stocks, and the reason is quite evident by results with

Will UK markets ever catch up with rest of world???

Average SPT with a basket of 10 brokers is 58p, 100p is preposterous by the person I have forgotten name of here that said so…

Just compared the performance of Lloy versus some of rest of the world banks

If we have been in LLOYDS TSB since 2007, we would remember of that infamous rights issue in 2008/09, not sure where SP would be on a true SP minus rights…

1st Dec 09 it’s listed as 50p on current charts.

Back in January 2008, Lloyds Bank was trading for 278.18p per share. Over the next 12 months, the share price fell off a cliff.

driftking27

Can UK banks ever outperform R.O.W banks?

It’s depression looking at our results compared to GS, RBC, BNP, C’Weslth bank of Australia to name a few.

Uk v r.o.wToday 22:24

It’s scarier over 10yrs for all UK banks v US /CAN/AUS

GS up 133%

LLOY down 37%

BARC down 27%

R B Canada Up 89.5%

HSBC Down 3.7%

C’wealth Bank of Aust Up 57%

I do have a bigger interest in US stocks, and the reason is quite evident by results with

I may revisit here soon with a nice lump sum, but most of the FTSE100 blue chips have grown poorly, and nit sure if this chunky dividend is a reason too. Value trap comes to mind…

I know bigger yields gives the pension funds reason to invest heavily here, but this only stagnates SP gains …

I’m going for 65p by yearned. We have a technical recession we’re going into, we have people failing to pay mortgages ( iWork for a bank so I know ), we have credit card defaults increasing ..

Inequality is getting worse people. It’s not all about making it to 50p … haha

GLA

Looks like the comments in December about NG outperforming SSE is true. Over last 3months

SSE down 13%

NG down 1.2%

Over last 6months

NG up 5.5%

SSE down 1.5%

Can UK banks ever outperform R.O.W banks?

It’s depression looking at our results compared to GS, RBC, BNP, C’Weslth bank of Australia to name a few.

Uk v r.o.wToday 22:24

It’s scarier over 10yrs for all UK banks v US /CAN/AUS

GS up 133%

LLOY down 37%

BARC down 27%

R B Canada Up 89.5%

HSBC Down 3.7%

C’wealth Bank of Aust Up 57%

I do have a bigger interest in US stocks, and the reason is quite evident by results with

I may revisit here soon with a nice lump sum, but most of the FTSE100 blue chips have grown poorly, and nit sure if this chunky dividend is a reason too. Value trap comes to mind…

I know bigger yields gives the pension funds reason to invest heavily here, but this only stagnates SP gains …

GLA

It’s scarier over 10yrs for all UK banks v US /CAN/AUS

GS up 133%

LLOY down 37%

BARC down 27%

R B Canada Up 89.5%

HSBC Down 3.7%

C’wealth Bank of Aust Up 57%

You should be diversifying and looking abroad nit wholly at the UK banks. Your main sim is to outperform the FTSE, and at present UK banks are going to struggle under our governments policies.

US banks have bounced back and outperformed UK banks.

Look at trend since 2008… UK banks have gone backwards.

And yes, I hold BARC, GS, HSBC & RY.TO in banking for 15yrs in bank sector.

When we’re investing, we’re nit comparing trends over last .month, but over 1-5yrs bare minimum

I will say again, UK banks are held back by numerous factors, mainly from government policies and high yields and possibly the pound.

HSBC

1st march 2019 623p

1st march 2024 613p

GS

1st March 2019 $189

1st March 2024 $388

Royal Bank Canada

1st March 2019 CAD$ 100

1st March 2024 CAD$133

BARC

1st March 2019 160p

1st March 2024 165p

Look at last 5yrs that’s nothing to do with interest rate rises .

KBHomes was on a front footing from 2019… still outperformed 196%!!!! To being down 39% in 5yrs??

So, not here to put a downer on this stock, but can someone explain to me why UK house builders have underperformed US counterparts drastically?

KBHomes has risen 196% in 5yrs ( US biggest housebuilder $5.2bn ) opposed to both BDEV & PSN

PSN down 39%

BDEV down 21%

Or is it just US & UK equities in general?

Iv been in stockmarket since 2002…

Oilies are the same

If we compare some gains here v UK stocks from 1994 to 2023 October 26th

XOM +750% plus dividends( USA) 

SHEL 144% plus dividends in that period 

BP. 320% plus dividends 

CVX. 700% plus dividend's (USA) 

OXY. 5800%! plus dividends

Can anyone give us a reason why US oilies are outperforming over UK ones?

Though I have also compared US house builders which have outperformed versus UK

KBH Home ( biggest house builder $5.2bn), has grown 196% in 5yrs since.

BDEV has lost 21% same period of time.

It seems to be all US equities have outperformed !

Why is this?

The US equities do carry a lower yield, like 1.7% for KBHome, and i have pointed this out many times that uk equities are underperforming due to high yields v US counterparts.

Views please..

Thus also applies to oilies as well.

XOM +750% plus dividends( USA) 

SHEL 144% plus dividends in that period 

BP. 320% plus dividends 

CVX. 700% plus dividend's (USA)

Is it the weakness of the dollar that’s aiding this?

I would also like to see what holders views on UK house builders going compared to US Counterparts.

KBH Home ( biggest house builder $5.2bn), has grown 196% in 5yrs since.

BDEV has lost 21% same period of time.

It seems to be all US equities have outperformed !

Why is this?

The US equities do carry a lower yield, like 1.7% for KBHome.

Views please..

Thus also applies to oilies as well.

XOM +750% plus dividends( USA) 

SHEL 144% plus dividends in that period 

BP. 320% plus dividends 

CVX. 700% plus dividend's (USA)