Member Info for fatprofits

* unless you are confident you can outperform the market- that should have read.

Hopefully we may get a little support on the back of that.

But given the last week not so sure!.

Are better suited to investment trusts or ETF's?.

Little point holding individual stocks if you are getting stressed.

And unless you are confident you can perform wider markets then

I would question investment in individual stocks full stop.

White, the only report shorts over a certain %.

Toff (I'm guessing) has access to more advanced data.

I just use short tracker, but then again as most stocks I hold
are very vanilla, it's not something I usually pay to much attention to.

Looks positive news if I'm reading that correctly.

Stewart, I've made a similar point,

however would also say that many of the higher quality

cyclicals are already pricing in perfection.

Yes there are some lower quality beaten up names available

at prices that allow for potential upside.

Very rare to since a double digit fall in Unilever
within a week.

Https://www.thenorthernecho.co.uk/news/19082948.glaxosmithkline-sells-zinnat-antibiotics-german-drugs-company/

Please don't start that again, they are clearly

different posters.

For me it's an add on weakness and undervalued on a 12 month plus
basis.

20 X forward very approx on the guidance given , however

the bid for Alexion will transform the medium term EPS outlook.

* 20 X on current cable rate.

Not all defensives underperming, DGE trading near a 12 month high.

With LSE listed cyclicals many of the re-ratings now leave little
leeway for any disappointment.

As one example, RYA trading at levels I expected circa mid 2022/23.

Must say I thought that unlikely.

However, given the SP since, net off the upcoming divi
and allowing for a weaker day ot two on wider markets
and you are about there.

And GSK can sell off more than the XD value.

Lol, thanks.

bar, how do you have access to such precise data? - that's impressive.

Yes, depending on your buy price obvs.

In 2004, from memory, it got close to £10 a share, 2003 about £11.50 very approx.

If you bought towards the top of the tech boom, 21 years ago this March, you would
not be happy - then again how many PI's would have held for around 2 decades -
must be a few.

For anyone who does not like the UKX performance,

there is a simple solution if you want UK company exposure-

MCX tracker does the job nicely, look at the 10 year performance.

8f someone bought 20 years ago and just took the income, not reinventing
the dividend, then they've had more that the value of the current SP
in dividends back. So for someone later in life it may have worked out,
although tbf most holders would have looked for "equity" like returns.

* a bid for GSK

In the middle of a pandemic there is less than 0 chance
a bid of GSK would be sanctioned by HMG.

The Government have already tightened the rules on overseas
bidders for companies classed as strategically important.

Post spilt, that would not apply to the new CH company.