Member Info for Finley1

The market needs direction, it got a bit ahead of its self before Christmas with the talk of rate

cuts. There is no news supporting it at present. The only catalyst will be cheaper money and the FED are not cutting rates tomorrow, so expect nothing in the near term, other than opportunities to strengthen the portfolio. It’s what investing is, be patient

The qqq’s are down again today. I saw recently Cathy Wood was selling Tesla, after being ever

so bullish, the leading Chinese car company now selling more electric and hybrid cars than Tesla on a far lower PE.

Cheap money has gone, high PE’s can’t continue, someone will switch the market to value, it’s

just a matter of timing. Maybe if the US switches to value will the UK become defensive.

I've been buying AAL for the last 6 months, even though Glencore are the better business

it just looks too cheap. Compare to a large shipping container vessel, stuck in one direction,

but once it turns we could see a 40/50% upside. The fed have indicated rate cuts this year,

so it will be interesting to evaluate in the 2nd half of the year it’s progress.

The problem with everyone patting themselves on the back over the tech stocks, funds, and

the qqq’s is that it has only made up the ground it lost last year. Any sensible investor has

to question the PE’s on these stocks and going forward needs to be very cautious, there is

a feeling I’m being told that we will experience a shift towards value stocks.

Something to think about,

As a socialist, I’d Nationalise water power railways immediately, that’s the answer, yes that I’ll

work, and drive investment out of the UK as government can’t be trusted.

I don’t like any politicians, civil servants, as quite frankly the system should be run by businessmen, who aren’t init for the money but want to do the right thing !

Having made a lot of money in business, it was Blair who increased the civil service and gave

them all jobs creating a wealth of red tape, and enforcing the globalist we know better attitude,

your all thick agenda, you need to be controlled.

The bloke was a complete toss a, Starmer another solicitor, what does he know about business

investment, being an entrepreneur taking risks, fook all is the answer. The world is full of clowns, at least this company was run by a working class CEO who had vision and didn’t talk

crap.

Honestly, hard work is the answer, and seeing opportunities. If the civil service is more interested in putting tampons in the The men’s toilet, rather than taking bold decisions

to improve this country and improve investment, the average Joe who reads these

boards will never earn any money, because quite frankly the whole system from the

Politicians down to the civil servants to big business have been absolutely alliterated

by namby pamby culture and regulation.

I think your find Starmer is a Socalist, of courseBlaire has had a word in his ear about stating

the centre ground up to the election, don’t rock the boat.

Once they are in power the true colours will be reviewed. I still think a vein of momentum runs

in the party, and once dearist Rishi calls an election, how will the city take it ?

Will the yanks also give the footsie another good kicking, as they love to talk up their own

companies with exorbitant PE while constantly talking us down .

Hopefully, that adopted Mick Biden will be long gone and we can finally get a trade deal

that opens up investment.

Well you should be invested here, what are the alternatives. The American market looks over

valued. Interest rates are coming down, inflation is tamed and sadly you have probably missed the boat. Managed funds seem popular the s and p tracker, or the investco qqq have had a

run will they continue. Buy to let is crippled by high interest rates, so if you take a good hard look and listen to the departing CEO dearist Nig, there is a tonne of money out there we just

need the right government with a bit of ambition to let private equity make a difference.

Maybe Starmer, the socialist will embrace the inclusive Capitalism we offer, if so, surely we

will do well

I often read these boards but I don’t know why. The yanks have decided to pivot, and signalled

rate cuts into 2024/ 25 this news will be very good for Lgen and General. If you stand back and

have a look at the situation it was obvious it was going to happen. Lgen just need a decent

government in the U.K. who are actually fully committed to investment and levelling up,

with interest rates falling mores deals will be on the table, and a well run business like ours

should be able to take advantage of the opportunities.

Lots of nonsense posted here by people with too much time on their hands and not really

investors. Lgen have been going since 1836 peaks and troughs happen. Smart people then

take a longer view collect the divi, and don’t over commit to the LSE. It’s not a liked fund,

it’s constantly getting beaten up, but as the share price charts it will come back. Once the

market can see inflation is falling the herd will be back in again.

The only issue for wealth going forward I can see is the threat of a labour government and

stealth wealth taxes, that would really see the market tank, if the so called dim opposite

think it’s a good idea. It wouldn’t surprise me.

Then unfortunately if that happens I think shares would have to be sold at a loss.

The illegal selling of vaping products that have not been approved, seems to raise its head every year or 2. The last crisis was in the states a couple of years ago.

For the legal vaps to be sold in this country they have been through sufficiently rigorous

testing by the health department.

No government will ban the registered and approved products, they may reduce the flavours

or distribution method, but they want the illegal products off the streets and rightly so,

leaving the registered products, so Imb and bats in theory should get a better market

share. Us as shareholders should therefore benefit.

That’s the rational case ! Whitty doesn’t seem to be recommending a total ban so one can only

assume and Sunak isn’t stupid that this could be long term good for business.

Hand on heart the only downside to owning this share is when dearest Nigel retires. I dare
say that perhaps there will be a short term blip to the negative side, but one would assume
that plans will be in place to steady the ship so that operations can continue on a upward path.

He’s a smart cookie dearest Nig so you assume that he won’t let us down ! A normal steady eddy chap without the self selving ego, is going to be hard to replace.

Well the share price hasn’t fallen off a cliff and the world is still turning ! Life goes on. Strange that. The rns statement from the main man Nig, still can’t appease the masses, who think
they know more than the CEO.

The really smart investors, understand we live in a over populated world, where the young
want everything and unemployment is low, you can’t get staff for want of trying.

It will all blow over. I actually think dearest Lizzies budget wasn’t bad ! There I’ve said it .

Stone him what does he know ! Well quite a lot actually, but that would be telling.

Lgen came out last week and steadied the ship ! The internet is awash with disinformation
and holders who shouldn’t be holding shares. Investing is a long term game honestly, the problem with modern society and most of the young investingsociety is quite frankly they wet
themselves constantly.

The share price is reacting to the present bear market, honestly anyone who invests should
be able to work that out !

Most people unfortunately apply too much fear to every scenario in life, it didn’t used to be
like that years ago, it’s only after the advent of social media and the masses thinking they
actually know something, but in theory they know nothing.

When the market turns all the bad news, scenarios and fear will be forgotten, that’s the game

Stick to selling product, don’t get involved keep a neutral stance, it’s obvious and the reason
you do that , is the world is complicated.

It gets even more dangerous when the over educated unintelligent elite think they know better
and need to impress their wisdom on the masses .

Their wisdom is predominantly from private education and they know nothing of the real
world and its complexities, you only get that from being street wise ! Dangerous times
made worse by stupid people in power and definitely in our government.

I felt quite sick reading your message. I was going to let it go but I thought NO ! If you keep
poking the Russians and arming the border next to them where historic treaties have been
signed saying it won’t happen, what do expect ! Then to state clueless statements regarding
Unilever getting involved is clearly clueless on your part.

Unilever run a business as pointed out to Jope or Joker by Nelson Peltz so leave
the political decisions to the government to **** up. As the West clearly like sticking their
nose into other people’s business and always seem to get it wrong !

I really don’t understand how people can talk about charts and predictions. Anyone with a basic
o level in maths understands about probabilities and averages. Charts rely on a time frame and
a consistent business. Seeing as Looney sold the chemical business, decreased production,
traded the wrong side of the oil price in the 2 nd half of this year, there is no average, no history to work with, so anyone who is a so called “guru” and a wizard with predictions is in fact as Del Boy
would say just blagging it ! The only reason to hold BP is as the smart people know, oil and gas
will be a volatile priced commodity that will just increase in price as it gets harder to source
due to no exploration.

The only question therefore is not based on charts it’s wheather or not the company remains
attractive to buy by institutions who will increase the share price of the company, that unfortunately is still an unknown due to the ESG environment that we now live in

Rishi would call me entrepreneurial. I can do more than 1 thing and I know a lot of people and
we all rich.

That never goes down well either

I must of done half a dozen posts and I’ve just seen that Blackrock and Jupiter asset
management have a short interest. Blackrock are American and as my gut feeling
that tells me they are probably involved, these guys pick shares with low daily volume
and just push it down . So maybe you might of learnt something after 40 years investing !

Ha

No disrespect but I know a lot of old school stockbrokers and the problem is they have had
their day, and keep going on about the financial markets like yourself, they work on the old city
Ego. Most of them were fine in the 80s but wouldn’t get a job in the city now.

Most of them pay people to manage their money because the game has changed. At the end of the day I’m right as mentioned someone is playing with the share price and pushing it down
and the only way to work out who is doing what is to look at the order book.

Ibstock is also not the sector choice compared to Forterra and if it was that great a company why
has the CEO not stuck his hand in his pocket like the CFO did and coughed up some wonga.