Member Info for golden5hares

I reckon sainsbury will go sub 200p in line with valuations for tesco and morrisons.Maybe a good one to short?

Carrilion climbed yesterday against the current, so did dairy crest . ftse100 now at previous low points for year what do reckon climb back or fallback? rio at year low of pre 3000. Surprised in bae dipping if it drops to 400 might have to reassess my long term fund tactic!

rns the reason imo.I don't think supermarket fuels do car engines a lot of good prefer to use Shell.Reverse gear you've learned to use so well with your investment vehicle certainly stands you in good stead.

check out 1 week chart for vrp

Have a good break, catch up soon.

I think people are fed up with having to pay over the odds for a single item and feeling bullied into buying two which is why they've reverted to aldi and lidls.

Point being instead of slashing prices tesco and sainsbury need to stop doing the 2 for 3 pounds promos and more oh look it's only 1.50 instead.

If you had 2 supermarkets equal distance from your house one kept doing 2 for 3 pound promos and the other said we're not going to mess about you can have a single item for 1.50 would it make a difference which you chose?

Most supermarkets over the past ten years have greatly reduced the number of distribution warehouses they use .Typically they now have 4 to 6 super depots each that cover the uk.The warehouse I work at is one of the last smaller warehouses left over the past twenty years we've gone head to head with about six other warehouses which have shut down.

Have a good trip

Not too sure about drop and drag, I work in one of those central warehouses you referred too lol.I know aldi lidls use pallets for bulk ambient items but would guess for chilled dairy meat and and produce they use central warehouses as well, there wouldn't be enough space in the back of shops to keep all the individual supplier stock palletised.

armani -your right nothing seems safe if anyone was going to do a defensive portfolio 10 years ago banks and supermarkets would probably have been high on the list.Was looking at dairy crest this morning nearly bought in at 392p checked after closed and it had dropped to 383p! optimus - Good luck with dental trip, lidls stealing a March on tesco with better quality fresh bread section comparable to waitroses but half the price.Asdas fresh bakery bottom of the pile imo.Aldis great for own brand fruit pastilles and German ham 1/3 cheaper than tesco. Hot -I'm thinking along the same lines about supermarket takeover bids, hl supermarket link mentions property/land worth more than current sharevalues.

1 Marlborough UK Micro-Cap Growth Class P 14.1% UK Smaller Companies 2 Old Mutual Global Investors UK Dynamic Equity Class R 12.3% 3 Threadneedle UK Equity Alpha Income Class 1 10.1% 4 MFM Slater Slater Growth Class P 8.4% 5 Brit 8.4% 6 Marlborough Multi Cap Income Class P 5.7% 7 Woodford Equity Income Class Z 5.3% 8 Troy Trojan Income Class I 4.6% 9 AXA Framlington Biotech Class Z 3.5% 10 First State Asia Pacific Leaders Class B 3.5% 11 Newton Asian Income Class W 3.5% 12 Legal & General Global Technology Index Trust I 3.5% 13 Artemis High Income Class I 3.5% 14 Newton Global Higher Income Class W 3.5% 15 Fidelity American Special Situations Class W 3.5% 16 Threadneedle European Select Class Z 3.5% 17 Tower Resources 1.2% [N/A] 18 Scancell Holdings 1%

Thought this might be of interest. http://www.hl.co.uk/news/articles/10-facts-investors-need-to-know-about-tesco-sainsburys-and-morrisons

funds are the way for me at the moment, sit back relax and blame the manager lol.

huge pe ratio four times overvalued in my unqualified opinion.

hsbc contract good but a lot of debt built up from previous 6 years of losses? 5 year graph looks like a cliff edge, not for me

I've got no data or forecasts to go on

pe still too high for my liking if people avoiding out of town supermarkets won't bother going to satellite shops afterwards,price has picked up though 176p from 167p .

currently 218p but had fallen to 206p on previous resistance so maybe better to wait for upturn to start. Will check others later.