Member Info for golden5hares

Good point about low summer volumes nothings slipped back too drastically but higher volumes later have got to be a positive.

Good call on safe style imo,. Good call on safe style, right entry level and positive forecasts imo.

Crikey your certainly getting around is north Wales the final chapter of the holiday?

Small pickup for golden ocean any chart analysis ?

Royal Mail 26.7% [N/A] 2 Schroder UK Dynamic Smaller Companies Class A 18.1% UK Smaller Companies 3 Kames Capital Ethical Equity Class A 12.6% UK All Companies 4 Phoenix Group Holdings 12.2% [N/A] 5 Esure Group 8.4% [N/A] 6 BRIT 7.5% [N/A] 7 AXA Investment Managers UK Ltd Pan European High Yield Bond Class Z 6.3% £ High Yield 8 Standard Life Investments UK Equity Unconstrained Class R 6.2% UK All Companies 9 Beacon Hill Resources 1.2%

I'm holding about 95% in ds smith the other 5% in sclp and trp.Wifes sipp portfolio will (I hope) always be more balanced will post it shortly more of an income portfolio including rmg.

I'm not in as all tied up but chart and intra day for vectura looks interesting strongish day rise 141p .Spotted it as linked to investments on carclo board.

Happy birthday for yesterday!

I work nights so occasionally have a sleep usually in the mornings. From my previous post: Anyway back to business,im looking at Jupiter strategic bond unbundled 6.1% yield payed quarterly about 5.3.% after expenses up about 10% in value last year and the year before, up 85% in past 5 cumulative without yield taken into account. I'm well and truly tied up with ds smith with my sipp anyway,no surrender until 350p including dividends,could be a long wait lol. wife's sipp might add 1/16 into ds smith and same into Jupiter strategic.

http://tools.morningstar.co.uk/uk/stockreport/default.aspx?Site=uk&id=0P000080E7&LanguageId=en-GB&SecurityToken=0P000080E7]3]0]E0WWE$$ALL Happy to hold anyway the expansion over the past five years has been phenomenal.

http://www.hl.co.uk/news/articles/neil-woodford-rate-expectations

New questor tip for ds smith today as well link given on ds board.We have had lightning as well.

http://www.telegraph.co.uk/finance/markets/questor/10929015/Questor-share-tip-DS-Smith-a-buy-as-profits-double.html

http://www.rttnews.com/2341842/ds-smith-fy-pre-tax-profit-increases-quick-facts.aspx

last paragraph:  With expectations for an interest rate increase so firmly quashed it will take some really upbeat economic reports from the UK to help push the Pound back above the 1.25 -so in other words a lot of fuss about nothing.

I've just posted my analysis of current drop on smds board.

Right,time to take recent market moves to task - i)pre tax profits this year 167 million. ii) forecast pre tax next year about 290 million http://www.digitallook.com/companyresearch/10302/Smith_DS/company_research.html iii) Effect of currency headwinds estimated at 1.2 million per 1% strengthening of pound to euro.So even a 10% increase in pound against euro wouldnt have a huge effect on future forecasts 12 million against 290 million forecast roughly a fall of 6% from a forecast increase of about 73%. Enough to justify a 13% drop in share price in the last 5 days? More like a tree shake by mm imo to create favourable buying conditions. iv) Anyway back to currency "scare" http://www.exchangerates.org.uk/news/9507/gbp-to-euro-exchange-rate-drops-below-125-after-boe-comments.html quote: GBP/EUR hit a low of 1.2457 after the comments were made, while the GBP/USD dropped as low as 1.6969.  With expectations for an interest rate increase so firmly quashed it will take some really upbeat economic reports from the UK to help push the Pound back above the 1.25

In spite of the negative reaction to DS Smith's annual results on Thursday, Investec has recommended investors 'buy' shares of the consumer goods packaging group after its report "tick[ed] all the boxes". "We see these full-year results as solidly in line with our and consensus expectations in what remain difficult end markets," the broker said. 

I think barclays are trying to clean up their act under new leadership but boy are the eu and Americans going to empty barclays pockets over this lol and then the money to the eu will disappear into a mysterious black hole as per usual. End of the day little currently goes to shareholders anyway just less bonuses next year,pickpockets robbing pickpockets or is that too cynical? Anyway probably a good time to buy imo :)

Thoughts on Thomas Cook it's definitely going places.