Member Info for jds15

Angle eye

We have all done our own research rather than plucking a SP out of the air as you seem to have. Keeping 80% in cash seems v dangerous advice.

Accipter

I don't think the market or anyone thinks there will be a long lasting peace in Ukraine and for that reason NATO is determined to spend more on defence. No one believes Putin will honour a peace ag

Thanks JimJam

But it is of MKS so just struggling to get your point?

Good to be guided by those like Mole who seems to have good industry knowledge

Hq Sami

As a matter of interest which of the sector analysts do you rate highly

Hi Fender

Yes, the strange man who suggested 270 was his target . He was well corrected by (I think Carrington) who said at that price the assets exceeded the market cap. As I said I ought £50k's worth at I think 315 so I am pretty confident. I might buy a few more as I intend to hold for 3 years and then try to escape this country.

David's advice is sage. Continually looking is just pointless.

I have just been looking at some of the proposed west country store openings. I know that bit of the country well. The towns MKS has selected at perfect fits demographically.

Fender, you are a good chap but you do need to remember that everyone has their own risk profile and not everyone is jumping in and out of stocks.

I have just dropped in another £50k. I may be right or wrong who knows but the last thing I want to do is to take advice from anyone. Why would I unless I was 100% sure that their judgement was invariably right....and let us be honest, neither you nor anyone apart maybe from Warren Buffett gets it right 100% of the time. You should not worry so much about peoples' wins or losses. It truly is their business

Fender, you are a good chap but you do need to remember that everyone has their own risk profile and not everyone is jumping in and out of stocks.

I have just dropped in another £50k. I may be right or wrong who knows but the last thing I want to do is to take advice from anyone. Why would I unless I was 100% sure that their judgement was invariably right....and let us be honest, neither you nor anyone apart maybe from Warren Buffett gets it right 100% of the time. You should not worry so much about peoples' wins or losses. It truly is their business

At this level, I could not resist. Just bought £50k's worth. I take this view. In three years time I would I look back and regret not having this company in my portfolio. So, I am in this for three years not dodging in and out like a loony. This is a superb company with a loyal and affluent client base. I just cannot help feeling private equity is missing a trick in not talking to Stuart and Archie.

I am losing money too but next year I will be making it. I wonder why there is tendency to think that if share moves around it is a dog

This is the problem with these platforms. You get someone like Percy desperate to make a foolish somment

Dave, that is an interesting question. Perhaps Percy could share his analysis with us. Perce, how did you get to 270 rather than 180 or 220 or did you have dream it up last night? Maybe, a ghost of Christmas Past appeared before you? At any rate, I do feel that you should warn the the retail analyst at Goldmans that he has forecast wrong and your calculation to support it. They may even offer you a million a year job. Clown!

Thanks, I prefer to be guided by GS than someone called Percy Pipes!

Me too....every store is pulsing and what is interesting is that the age profile I see is much younger

Sprint. Exactly, we can see it happening. A worthless peace deal will be struck, and then in a few years' time this psychopath will claim the Ukrainians have killed Russian citizens and that he has to recommence the 'special military operation'. And, it doesn't help that Trump has his back

I look at Rolls Royce in a backward way. I think about how I would feel in 3 years' time not having them in my portfolio

One of the reasons to use this site is Svend: a reason not to is retirement