Member Info for driftking27

Hi,

I have the same problem, but I’d have a browse at ABBVIE. They have just purchased last year Allergen a Botox company and have many synergies from deal. This pharma has been touted by Jim Cramer, many other stock market analysts , and I took a plunge last year when $73.50.

The dividend will be 5.4% but after the foreign dividend tax paid, and you complete the tax form with your broker it’s 4.6%.

Looks a great value and growth Pharma!!

I have GSK, sold AZN but traded from 3750p up, JNJ & ABBVIE

Hope everyone has enjoyed this crazy ride, but at same time not going coo coo with lockdown.

Iv sold my stake and made very close to 40% after commission .
Iv topped up on my ABBVIE I bought last year. Great time for home BOTOX..

Hi everyone,

Hope we all good, and not stressing too much on these bad numbers we keep seeing every day.

Just wandering what people think about the safety of RIO’s dividend?

RDS have slashed there Q1 2020 dividend by 60% due to slump in oil, could miners follow suit due to mining affected like any other business.

I have RDSB, BP, had RIO and looking to either move RDSB to GSK or RIO?

PLEASE give us some positive information about the possibility of an uptick in this dull as .. HSBC stock. It’s the biggest laggard of EU & USA banks.

Only thing I can ad to bank stocks debate.

For now it’s like GOLDILOCKS all over the stock markets, though where do negative rates put bank stocks!

Arrowhead ticker is ARWR, also ABBVIE looks good as a value stock too

I think the analysts know better than you. It’s not going anywhere near 2200+, no mind 2000p.

We have things called economic situations in front of us, so it’s not going to as easy as that. 1999-2000 went throw a value spurt. This current bull run is all about growth. But maybe this year we may revert to value stocks. GSK has had a good run of playing catch up, and that’s all it has been.
They still don’t have any new blockbusters to shout about just yet.

So. When the DowJ has grown like it has and this is an election year, we could be in for another bull run. That would be something to tell our kids about.

My preference pharma stocks are Sanofi looks very well placed after there recent acquisition, so does Novartis and Johnson & Johnson.

Sanofi actually plays 10% discount to mark sector.

This year, I intend to play it on value, but for stocks that have a good cash balance and low debt ratio.

This has grown due to the stock markets rise and the political unrest.

They still have hurdles to overcome, and will possibly lose PFE partnership soon too after they were late to catch onto news announced by Emma this week.

GlaxoSmithKline cut to underweight at Barclays
By Steve Goldstein
Published: Jan. 16, 2020, 7:30 a.m. EDT
GlaxoSmithKline (GSK) (GSK.L) was downgraded to underweight from equal weight by Barclays, which said 2020 looks to be a much tougher investment year for the pharma giant without much growth. It's now expecting zero like-for-like sales growth a slight EPS downgrade, Barclays said. "Whilst dividend/FCF yields look attractive, the former is likely to remain a source of uncertainty and the latter elevated in the absence of a pipeline/growth story," the broker said.
Tracking the pulse of the markets

The trouble with ASTON is all there cars are the same, management isn’t great either too.

Pick VW ( Porsche ), Lamborghini,Ferrari’s, BMW ( Rolls ) anyday, but Aston ??

I know this is the wrong board, but my RIO is outperforming RDS so far. Iron Ore is reported to be close to a spike, by BofA, GS & Morgan Stanley.

It also currently trades at a big discount and has a 6.3% dividend.

Bloomberg Tv reported today that MS ( Morgan Stanley, GS ( Goldman Sachs ) & BofA ( Bank of America )expect an IRON ORE SPIKE in 2020

This market is so spaghetti like, so hope we get some norm soon, so we know where to invest and not trade..

Bigger question. Can Iran afford a war.... don’t think so..

Looks like I were right at the moment. Crude oil down a whopping 5.1%! This was a spike, and historically people sell into this momentum.

Holder of RDSB, BP & RIO in commodities

Looks like I were right at the moment. Crude oil down a whopping 5.1%!

On RDS, thought they announced a profit warning, so not sure where RDS going but I say it’s going down on results.

Oil markets are one thing and one thing only..
speculative.
For now due to supply demands, oillies are value traps.

I currently have BP, RDSB & RIO in commodities

Well u were very wrong, something I have predicted already, that this oil spike was a time to sell into, not a buying opportunity.

Don’t be fooled by the £7.50 price target.
It’s a warning that the BETA of the stocks is rising, and I’d say BP is equal weight at current price.

Take a look at OXY on Nasdaq if you want proper upside without any tainted image from USA from the oil disaster.
There dividend of 7.6% after Foreign dividend tax of 15% gives us a 6.6%.

Yes Spikeyj, I’d say the higher the target, it could be a decline in SP. DB seem to be renowned for this when they announce new targets .. haha.

Anyhow, I’m still enjoying the yo-yo effect on the stocks, I even read today Soigel who foresaw 20,000 being reach by 2015, sees 40,000 in DOW in next 4-5yrs if no economic problems happen...

Dreams are amazing eh!

Also, on price of oil spiking, remember when Korea tensions started.
Oil didn’t spike that high at all. So don’t believe all you read that oil can spike to $150 a barrel. So will be short lived, as no one wants a war. Plus, it would destroy Trumps re-election !!!

Compass. Lower P/E’s does not equal big time value. Take a look at AVIVA, GSK, NG, AAPL.
The list is endless.
My view is that this is a value trap, and only one to trade ...
It has a low P/E for a reason which we all know why..