Member Info for golden5hares

Bio drop I predicted on here a couple of weeks ago as a repeat of last year.I don't think the rise will be as great this year but reckon it will be up to 4 pounds a unit up 30% roughly in 12 momonths.May well dip to 290 with profit taking currently.All just opinions.Sclp has been caught up in the biotech selling wave could be a good time to dip in. Biotech is high risk high reward (gs warning lol),I feel very comfortable with 10 % exposure of portfolio to axa bio fund.Would be happy to have 5% exposure to sclp but no spare cash in portfolio and happy with boo,tcg, nxt, itv,aly,esure and woodford (40%). Long term I think 90% Woodford and 10% axa will be a good combination for me.

progress.Samsung autospell grr.

Last minute buy for me of Thomas Cook yesterday,good forecasts,a potential takeover target or failing that potential for business process in China

http://www.heraldscotland.com/mobile/business/company-news/shares-surge-as-firstgroup-recovery-on-track.122258808

Funny you should mention first group,I had a quick look yesterday and thought there was some value there as well.

capital gain as well.

I've reduced holding to about 6.5% of portfolio. I've got a thought for you on retirement income woodford equity income pays out 4% dividend 1% every 3 months. Why not invest in that and take out 1% capital in addition every 3 months as well giving an 8% income and with growth hopefully above 4% over long term capital gain in the g run

If golden ocean gets closed I will just switch to gold fields its any empty board so no complaints of off topics.

I've sold 90% of my esure holding it was 100% but I bought 10% back about 2k worth , overall profit from esure halved but still over 1k up.Cant put my finger on it but instincts telling me to sell and I will be dammed whichever way I go on it lol (similar to evraz thoughts).One of Peter woods other companies direct line is flying so strange that this one's being treated with such disdain.One thought is there might be a concern if labour gets in there could be a review on profit levels of price comparison sites( I think 60 pounds per deal) and the impact to energy customers. Took a small 2k dabble in next and could well be slipping the other 50% of portfolio money back into woodford. Easy Im still in esure itv laura ashley next as income stocks.

barc looks a good punt looking at chart.

Isn't qpp now at roughly 15p before the consolidation? Guy at work put a large chunk of his sipp in at 19 old price and has held on.

No worries I'm fully expecting it to bounce between 200 to 260 anyway.

10% laura ashley not aviva!

rough portfolio 65% esure 10% aviva 5% boo 20% itv

Looking at 5 year graph for blnd I would say it's heading for a drop in the short run.

Thats a brilliant idea combining the 2! Or tell the missus your on a mercy mission have a beano in Slovakia and dump the cat!

http://www.lulegacy.com/2015/03/26/esure-group-plc-price-target-increased-to-gbx-260-by-analysts-at-deutsche-bank-esur/

All cats probably have heart murmors and liver problems over a certain age,unless the cat looks like its suffering I'd let it live out its natural life rather than putting it down.Beware rip off vets lol

axa fram bio this time last year I bought at the worst time came out half way through the drop.Not in at present but it's already down 12p in past couple of days, maybe history repeating 10% dip followed by strong rise and 400p by end of yyear - the lift man has spoken!

setting a stop loss on evraz might be a good idea I suggested about 188 on evraz board last time it was at this level but it was coming from the other way.