Member Info for driftking27

Hope we have not been selling, but buying small tranches into large pull backs

Bought another 200 last week.

25th is Earnings day along with DGE. Hope both good, more so DGE.

I can see HSBC continue its rise .. hopefully 4% up .

Heavyweight fintech / financials

HSBC

LGEN

GS

MA

Good luck all

They should NOT have raised the dividend, but continued to cut dividend in my view, it’s still high.

I’m now thinking about selling RIO & BHP, rebuying later in after ex - div been here for 15yrs +

Wrong board your on. This is Aberdeen Only board, NOT LegalGen.

Iv both.

Snap Gerry…

My shop list is rebuying

CROWD

buying

MEL

maybe selling RIO as I do have VALE and putting RIO into Murray Income …

Been thinking about where RIO has come from…

Key to this one is buy in tranches over many years abd not going full in, watching charts if your long, knowing a top from a bottom and not being greedy!

That’s the 🔑

Iv LOCKHEAD, BA ( had since 2009 and sold last yr to buy AIRBUS in May and have MEL too in defence … all good long term.

Me too. Having bought back in 2007. I’m just an investor / part trader ..

Holding 5955 currently

Hi Gerry,

You tempted to add on this, am not in this environment of faltering Ai doom.

One headline I read ‘World in perilless position’… there not half wrong… markets so banana’d up. FTSE up over 10000pts wth

City woke up to hear of a buyout of the 222yr old fund Shroedder’s for $9.9bn.

Think this is why ABDN is up today 4.2%?

Could we be next ..haha

This can only be the hiccups in mid caps this week.

4% < is unusual tbh.

Iv got £8k, but topped up back down at 155p. First bought in 2007 when SLwas the hood old name.

I’ll be topping up more after June here

GOOGL -LMT -RIO - MYI been best ones so far this yr I have

Good luck though

Cuts for sure. That dividend cut will surely be seen as a positive note in regards to reducing debt. What’s taking their time?

Get the dividend down to 4-3.75% ( 15% haircut ).

Thus SP would surely start flying

So dividend payout is close to 86cents / 63.5p that’s 4.11% at current price 1540p that’s good …

Might be raised this yr maybe…

Buying with my £60k profit from holdin GOOGL shares since 2011 watch the bump next week…

This is one company like GSK that just needed a kick to restart . Glaxo was once a stock no one would touch. 1200-1500p, now 2100p 💰.

HIKMA has got good pipeline, CEO issue is just a smoke screen…

DB like Hikma’s progress, though I’m not a fan of DB. Barclays I am.

But iv always bought when things bad like AMGN, ABBVIE, OXY, BP, RIO, BHP, TIFFANY, Mastercard, Google, TESLA, MERCEDES. Iv timed it well.

Hikma has demonstrated positive momentum, supported by a strong position in the US injectables market and growing demand in Dubai I hear.

Plus.. I’m happy it didn’t happen. We all know big is not better. I’m relieved!

Https://miningmagazine.com.au/extension-expected-as-deals-progress-rio-glencore-talks/

Don’t sell this .

This share will NOT plummet on a NO to the merger. This could be a good news too.

Just leave it alone and come back if goes below your entry price.

For me down at 1936p-so not as worried or concerned as I have bought the dip every few yrs from 2009

Didn’t expect to see BHP up (4%)more than Rio.(2.88%)!

It’s usually other way round when rally happens with weightings…

That’s 20yrs been here, got 60 yrs still left in me lol

What could it reach then 😂

Exactly…. Cheers to every investor thst HELD .. SUS whom sold back at 600p im sure like 8yrs ago.

It’s only January too.

Now it’s catch up time to JPM and BOFA

Shares of BHP are up 26% over the last year.

It’s still attractively priced with a forward P/E of 15.2.

A P/E ratio of 15 or less in my view is still cheap, but that carries risk with the markets thjs yr.

how long can this commodity run last with copper soaring

I noticed an unusual high spike in DGE shares on 30/1, and I presume it’s due to this news about China.

Not that some dude went and bought big in January at these lows… 40% down since Jan 2024, when Buffett bought in here too

Obviously, it’s because they think it is undervalued. The guys new stake is already up 5% I see since he bought it — and why would he knowingly back a dead horse?

Then he might have just sold his stake in GOLD 🙄