The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
CSR - GedW, we are just agreeing with each other here, its just about different investment strategies, maybe I should take more risks as I am only 23, but have been dealing 7 years indirectly, but I also like to go for other ideas like east european properties, I know they will not quadruple overnight but security is a nice thing to have, but I get off the point, CSR are not for everyone, I think we undertstand each other well, but putting 10k on HHO is a hell of a risk, BTW did you read the 10 baggers article in shares last week?
CSR - Certainly now after recent price rises, these are only for those willing to wait for appreciation, although they have actually doubled since may, so 2 years is a bit harsh.. As for broker fees, do you really use anymore than execution only? Brokers are only a guide, I can show you strong buy notes on Railtrack at £17+, I am certainly looking at PTC, and will no doubt make a small punt based on the trades but I would like to find more info on them, so far all I can find are old copies from the Independent.
PTC, As only just introduced to this stock, it seems to have great potential, the market rates it at just 2.2m at moment for a profit making company in a fast moving market. Obviously the city waits to see how the new management will cope, I think the company looks very professional even though having no investor relations section on its website, it can do well, but for now, I need more concrete evidence it will perform in future.
PRTY- I agree iwith GedW, recovery will happen as long as no more bad news comes out, although many think city overreacted to the predicatble cooling of the poker market. However my friend in the city urges me to stay away, and partypoker are giving money away to people like me, 25usd in my a/c this morning, just to get me gambling again, not great strategy multiplied by millions, next results will be tres interesting, I dont think I will stay around for that, just make a quick buck now
CSR- Hi GedW, I have topped up for long term today and forgetting about these, I know what you are saying about penny shares, but I like to balance my portfolio and it already has more risk in than is sensible at present. CSR were a bit of a find for me, but thats due to my company indirectly buying from them and realising just how good they are! CSR is not without risks in S/T if pace of growth slows, the market may mark them down harshly
CSR more broker notes, stating shares could hit 1007p today, eps of 44p. this company is on the up and up, penny shares are great when you double or treble your money, but when i first commented on this company, you could have done the same but without the risk of penny shares, keep buying!!!!!!!!
CSR - Just for fun, if you were thinking of investing, just do the opposite of what the directors do, they seem to have a unique skill in selling just before another big price rise.
is there a way of manually checking the ft figure? I need a refresher course, I understand about sector p/e comparisons. For example ft quote 15 something p/e for CSR but The times is 25 something
I see this as an opportunity to sell one customer two products. Personally my company imports thousands of bluetooth pieces from China and Nothing comes close to CSR in terms of quality, and big companies know this. See last report on 1000th design win, this company will keep growing, but for now, I hope momentum buying stops and price drifts so I can top up my holding, but note how big brokers are starting to pass comment on CSR, they are interesting the big boys, so GedW, do you follow high risk penny shares or any bigger ones like banking sector?
CSR, I would say CSR has made decent moves to prepare for this by buying ubinetics for 48million USD, at present wi-fi is better for computers, where as bluetooth is cheaper to integrate into portable media devices such as ipod nano - (cant believe apple didnt add bluetooth) although csr have apple headphone contract, bluetooth and wi-fi for me are complement goods and do not replace each other.
This share knows no bounds, it basically has a monopoly market share for bluetooth, its only going to get bigger and bigger. Very well ran, just do your own research and jump on for the ride!
DGM checked on ft.com, not always reliable stats as they have p/e at 29.63, this could scare buyers off, GedW, what other shares have you interests in? You seem to be on every board I look at! I would be interested to find if you have any gems which may of be interest to me? Perhaps you could look at AXM? or the highly volitile GHT?
Hi GedW, I just put a spare K in, had a snoop around, and the company does seem to have decent prospects, I'm happy to hangaround. What does the house broker say now that interims have been released and profits were not the blockbusters predcicted?
I got in these a while ago mainly for reasons GewW cited and am happily showing modest return. What I really want to know is are there any brokers out there with target pricing for Corus? At what point would it be good to get out? I am thinking of about 2 years time for this stock? Anyone any thoughts or targets?
I am also unimpressed by the amount of cash on the books, this company is not looking too healthy. I will wait until I see some re-rating and then try and ride the wave. I look for S/T gains and like to day trade quite a lot. Examples of stocks I hold include GHT, AMT, CSR, MEG, CS. , AXM, SCR, WPP, any opinions on those?
lots of promise in terms of product should have huge demand, costs look like being cut with production going to poland and also the CEO is a buyer. However, the company still has to make a profit and I feel the city will not begin to rerate this share until this is a lot closer. On the plus side, this is an opportunity to enter at the very bottom. I am worried by the amount of shares in circulation and the fact that they seem to have no qualms in issuing more shares in exchange for debt. A very worrying statement from the chairman stated "unsustainable levels of cash were being consumed whilst a commercially viable solution failed to materialise" with respect to their investment in oneeighty software ltd, one has to question management here over the vagueness of this chairmans waffle. There are also board changes, with one moving to set up his own company, what does that say about ID prospects? Changes rarely bring immediate benefits in my experience, this adds another unknown into the equation. The positive points include having good blue chips on side like Tesco, but I can guarantee Tesco will be squeezing them very hard, I have not yet had opportunity to research IDD's competition, any information on this would be much appreciated. Also non-renewal by any of these blue chips could have a detrimental effect on the share price, how much does IDD place importance on these? If Tesco and another walk? Is the cashflow screwed and the company up the wall?
have read the posts and this company may be one for my portfolio, but only once i have done my own research, can anyone point me in direction of company website? Google just brings up way too many results. After this I will let you all know my opinions on this stock
does anyone have any positions on this? if so who is offering tight spreads, i have been buying and selling this share but would prefer not to have 10k+ tied up in one risky stock
make use of the volitility in this stock, in and out 10% here and there, i am not so sure the stock is worth 170, but 125p would seem reasonable before christmas.
buys were not that big really, the falling price is not anything exciting, and its usually back up in same day or next day, its simple market boredom, no news will come out of this stock anytime soon, and so its being allowed to just bumble along. I see this as a speculative L/T holding (I do hold shares) and only check this part of holding once a month or so