Member Info for golden5hares

Got a feeling whatever I say about evraz it will go the other way!

tgl 400 pounds worth .53p

Woodford about 4% higher since fund launch 14%/18%

Reminds me of the nursery rhyme Grand old Duke of York. Play it in your head and you might see what I'm getting at.

I get my portfolio organised,take profit and then it's a mess again lol.

Higher pe's not pj's bloody autospell lol

Took a look at vod wasn't keen on pe ratio,talking to g shares snr last week he prefers higher pj's arguing the price rises are better.A case of value v progressive.

2000 shares itv @ 258.9p,added 200 more pennon shares was Severn originally but looked at forecasts and swapped over.

500@850 p

Bought 1000 shares 658p

Out 246.98 p about 20 loss but still 2k up from 2 weeks ago.

sold and took profit on rio pound a share roughly and 33 pence per share profit on national grid.Already topped up cape today still holding esure boo laura ashley.

http://www.bbc.co.uk/iplayer/episode/b0552xmg/hardtalk-neil-woodford-fund-manager

From hl website: But the good times can't go on rolling forever and Persimmon's current valuation offers little margin of safety. The price to book ratio (P/B) is a good way of valuing house builders because it tells you how much investors are being asked to pay for the land and property a company owns. The higher the P/B the more expensively valued that company is on the basis of its assets. Persimmon currently trades on P/B of 2.2x, which is around a 30% premium to the sector, and around a 70% premium to  its long run average. While Persimmon is in a real sweet spot at the moment, we would remind investors that this remains a highly cyclical industry which is notoriously difficult to predict.

rearranged portfolio yesterday 1)Rio Tinto36.6% 2)Esure Groupd 28.9% 3) National Grid 14.4% 4)Laura Ashley Holdings 8.9% 5)Cape 7.0% 6)boohoo.com 4.2% Pays 6% dividend,I want to add some Itv in there as well at some point

Had my eye on as an income stock last week ,should rise on today's prem results/rns.

Below % distribution of shares also 1k in Neptune Russia and greater Russia 64.46p last valuation.

I had a quick spend this morning 1)Esure Group18.8% 2)ITV15.3% 3) National Grid 14.4% 4)Royal Dutch Shell 13.8% 5)Rio Tinto9.7% 6)Laura Ashley Holdings9.2% 7)Lloyds Banking Group8.0% 8)Sports Direct International 6.5% 9) boohoo.com 4.3%

I like the eps growth potential. http://www.digitallook.com/equity/Boohoocom

I've taken a breather on esure today selling out at 224p. Ive bought some small holdings in itv, boo and spd,all three have good growth potential .I might buy some rio and put the rest back in esure tomorrow.