Member Info for fatprofits

Exactly, no one knows the exact future.

You can only talk in probabilities, there are no certainties in the stock market.

Very small amount.

In terms of growth v value,

it's a case of whether you consider the BOD can create value.

The consumer health spin off should help, all be it with a
hideously expensive separation cost.

Vaccines look strong, that just leaves core pharma to rejuvenate.

With falling EPS, it's very difficult to see much of a turnaround.

And it should be noted that already Reduced guidance is dependent

on healthcare systems returning to normal in H2.

I'm sure you know what you are doing,

but fwiw Only buy with money you do not need short term,
or likely not to need.

You can't rule out £38 unfortunately.

I now hold a quite a few of these, well for me 6,000 shares.

That may be little more pocket change to some of you
Big boys I'm aware, but it's a lot for me -
Ordinary shares only with no margin used.

100% of IG clients with an Open position were long AZN
going in to results - only one of many indicators obvs.

Not so lucky as bought Unilever too soon, average there at £39.65 now,
although may have be a little lucky in not adding in any quantity initially.

If I'm calling Unilever incorrectly it will be expensive.

Hoping for a trip back to £42.50 very approx at some point this year -

but would stress that is very much IMV ONLY and I can't call a low point.

I sold some AZN over £74.

Forward multiple looks around 20 X.

Longer term good value IF they are at the start of
multi year double digit growth.

I made that point many times to TR64,

who appeared not to be a fan of AZN.

TR64 appears no more I notice.

I am aware that column had a couple of different people
run the portfolio, however from memory the journalist concerned
was one of the first to flag up declining dividend growth
prospects at GSK, some years ago now.

They are seeking longer term dividend growth -
not just a high yield.

Another 200 shares

Tbf his record is good.

Very pleased with AZN FY.

Very pleased.

Added another 250 today.

I'm less sure we have seen the low than some appear to be,
would like to see at least one strong day out outperformance
re the wider UKX before saying that.

* sales.

Approx 20 Covid-19 vaccines in Phase 3 testing, 40 in Phase 2.

One vaccine maker will not dominate global scales, or it is
very, very unlikely.

.

Cable lookimg increasingly strong yes.

Mentioning as many PI s hold both.

It's not worth getting banned from LSE

as mentioned yesterday.

Https://www.itv.com/news/2021-02-09/bristol-covid-mutation-identified-as-variant-of-concern-as-new-liverpool-variant-is-investigated