Member Info for JohnLewis79

Wks 1-4.

London lags global mrkts as it did in Jan wks 1-4 2018 (-0.2%). Genel 8% ytd v 24% ytd 2018, though the sp is up from 134 (wk4'18) to 191 (wk4'19) (+43%).

Gold has been a poor performer up 2% thanx to jumping $23 yesterday to a 6 month high. Invstrs belatedly seeking a safe haven.

Ftse +81 (+1%)
All +77 (+2%)
250 +1342 (+8%)
SC +160 (+3%)
Aim +53 (+6)

DJI +1410 (+6%)
500 +158 (+6%)
NSD +530 (+8%)
R2 +135 (+10%)

TK +759 (+4%)
HK +1732 (+7%)
SH +108 (+4%)
SK+136 (+7%)
TAI +242 (+2%)

MSCI +30 (+6%)
Gold +$24 (+2%)

Oil +$7.36 (+14%)
Genel +14 (+8%)
Gkp +34 (+19)
DNO +3.69kr (+29%)

Morning all.

A couple I'm out of now that have been very disappointing...Spo, Zam, Gnl, WH, Idea...

W owns my blood thing...can he get one stock right?

Picked up a few hoping the low 90s is the bottom...for now anyways.
Great potential but a few of my last couple of growth picks are still awaiting fruition.
I hope Bngo kick starts my others!!

Dull day in London 2 up,3 down the ftse closing off 24 (6819) the 250 up 45 at (18628).
Voda was an early faller on news that its S.African subsidiary had reported slowing revs, shares closed down 5 at 144.
Sterling initially stronger ($1.3068) on news that the ECB would leave rates u/c fell back late on to $1.3025.

Draghi had said rates were on hold for the foreseeable as growth in the EU was slowing quicker than expected. Germany manufacturing sector especially, on lower
exports to China.

On Wall another slow start the Dow off 25 as London closed awaiting the resumption of China talks next week. Early gainers were Chevron, Exxon, Intel & Boeing. Going down Apple, United Techs, IBM, Merck & Disney.
At lunch the Dow was off 65 after an earlier 50 gain.
Despite some big name techs going down the Nsdq was up 25 at mid'day.
Airline stocks had a good session rising in afternoon trade, American up 6%, Southwest up 6% & Jet Blue up 5%.
US Commerce Sec said that the US was "miles and miles" away from a trade deal with China which dented the Dow.
At close the Dow was down 22 (24553), 500 up 4
& Nsdq up 48.

In Asia stocks are firm, TK up 216, Steel, autos & Techs. HK up 384 mostly techs (Sunny, AAC & Tencent) & SH adding 23.

The nos: Oil $ 61.86.
Gold $1287. Coin $ 3591.
Vix 19. $ 1.313. € 1.159.
FF +6. DF + 67.
Morning all.

Been watching this from 170 itching to get back in, dissuaded by all this bloody Brexit..odus 'dogging' invstr sentiment. It's easier to stay on the sidelines keeping ones powder dry. At this price the mrkt is pricing in little value. Ain't they supposed to be looking 12-18 months ahead?...Anyone believe that bullshit?

Well bloody get a move on...first rounds on me as long as it ain't over £25...Go G ffs!!
No worries hydro your frustrations mirror most invested here. A sense of proportion is needed even from myself who overdose the neg aspects, when ytd the stock is up.
Must say at this price G is excellent value up to 300 even if the mrkt refuses to see it.

Steady on hydro...'moaning, criticisms and whining' of pis on here...
thats a bit harsh. Its just another point of view after all. Some of us are less bullish
and think over the last few years the bod have been asleep on the job.
I sincerely hope your bullishness pays dividends, only I won't be along for the ride.

Last (3) rns all positive.
Tawke update.
T/U.
Chevron stakes.

Shares down on all of the above.....not a lot but enuff thanx. When a share refuses to acknowledge the value being added to the Co perhaps ones best advised to move on?
To spend hours scratching your head seeking reasons is not a productive use of your time or money.
I belatedly realised this kidding myself the mrkt would see sense and re rate the stock. Some re rate!
The fear of missing out on the next upward leg keeps most lths here, understandable but likely misguided given previous.
Whether the F/Y report will have anything substantive to report may prove illusory and dash pis hopes yet again.

At the moment holders are not being rewarded for holding G stock, in fact quite the reverse. The jam down the road peddled by the bod doesn't do it for me one bit.
I know I shouldn't fixate on temp declines but it's bloody hard not to! They say intelligent investors stick around until the bad turns to good. Well...best of...

Is the Patisserie Val shambles stacking up to be another Carillion. A co worth over £500m collapses in a matter of months, 70 of its 190 stores will close immediately and over 1000 staff were on the street last night.
Significant fraud is suspected as thousands of 'entries' were fictional.
Some may have been for personal gain, others of not letting the boss know how bad the nos are and swept under the carpet to massage the figs.

Its likely shareholders will get nothing and Johnson stuck £13m of his own money in additional to some 66% of his net worth in PV that's c.£170m.
Directors face some searching questions if not liable should negligence of fiduciary duties be proved. Grant Thornton signed off the accounts and must shoulder most of the blame. As in HMV no doubt vultures will be circling PV as a rescue plan is cobbled together in the City.

Metro Bank did London no favours yesterday plunging 38% on poor Q 4 nos though profits doubled. The 100 fell 59 (6843), 250 off 99 (18583).
Miners tended lower but supermrkts headed up.

Sterling was stronger $1.297 on hopes of Article 50 being extended throttling the hopes of the no deal Brexiteers.

In NY the Dow ended 171 (24576) better the Nsdq little changed. Upbeat earnings nos from IBM up 8%, P&G up 5% & United Tech up 5% pushed the 500 up 6 (2639).
However trade talks with China cont as a drag on mrkts.

In Asia mrkts are mostly better, HK up 68, SH adding 11 but TK off 19.

The nos: Oil $60.86.
Gold $1286. Coin $3535.
$ 1.306. € 1.148. Vix 19.5.
FF u/c. DF -16.
Morning all.

Little to add on G performance yesterday if I didn't know better I'd say this stock has a death wish. Indisputably G is a serial disappointer from some perspectives and can effect your mood swings which you know only too well to never sell on a spur of the moment as these can skew the way you think about G.
Sleep on it, count to 100 etc...

Remember most people measure what G is worth by looking at its sp, while they judge what G is worth by calc its value. That's a huge difference in how one thinks.
Its an emotional mix up, we fixate on the fast moving ups' n downs of the sp and forget about the stable value. Has this led to the margin of safety.....you can increase your stake for less than what it's actually worth?

I guess it's making risk work for you, difficult as it is if your still in G you must think you can. I am not persuaded to invest because i know i cannot.
Gluck all....

Global mrkts had an off day yesterday on all the recent concerns.
London still mired in Brexit will it won't it? Banks fell on news of Swiss Bank missing trgts saw selling in London Banks all down c.1-2.0%.
Energy stocks under pressure as RDSB fell 68 c.3.0% on M.Stanley downgrade & BP off 5 at 517. The 100 fell 69 (6901) & the 250 off 81 (18682), All -33 (3794).

The Dow came back from a day off to take back Fri gains falling 302 (24404) the 500 down 38 (2633) and Nsdq off 137 (7020). IBM up 6% after hours on earnings topping the streets view having fallen 1% in regular hours.
Big Board gainers were few going down Exxon (1.5%), Chevron (1.8%) Apple & Msoft 2.2% & 1.9%.

Asia is flat on weak Japan export data down 3.5% for Dec the bigest fall in 2 years and posting its first trade defecit since 2015. News that a Trump minion had rejected a meeting with a Chinese trade official didn't help an already jittery mrkt. TK is up 9, HK down 40 and SH little changed.

The nos: Oil $ 61.76.
Gold $ 1290. Coin $3599.
Vix 21. £ 1.294. € 1.138.
FF -20. DF +34.
Morning all.

Jack Boyle who died last week was the founder of Vanguard the first ind3x linked fund open to pis.

His Eureka moment was in not trying to beat the S&P averaged but to mimic or track the 500 for near zero cost. While the geniuses were charging or rather creaming off 2-3% for below par performance.

Take fund (a) charging 0.25% v one charging 2.5%
with similar results (zero) over 20 years, fund (a) will leave you with 95% of your money whereas the other will have skimmed off 30% for giving you zilch.

In the US nearly 50% of money invested in equities is passively managed.
As Boyle foresaw all those years ago trying to beat the mrkt is a waste of time. You might get lucky now and then but unless your WB forget it.
And here's the thing your fund will own bits of the 'whole' mrkt so you wont be worried your fund manager is out of oil when it's booming and in tanking techs.
Not been one for investing in funds but if you are check the performance and the fees your advisor(s) are making.

No lead from Wall (closed) Asia fell on China growth and IMF lowering its outlook for the world economy.
In Tokyo the Nikkei is down 150 on a mix of sector losses. Others across the region followed, HK off 275, Sunny, Tencent and real estate were all down while SHCOMP (-14) and Shenzen small caps were both lower after yesterday's China GDP nos soured sentiment, while Samsung in SK (-14) and chips on the Taiex (-26) followed the down trend.

The IMF cut its its global growth forecast from 3.7% to 3.6% (trade tariffs and rate worries). US crude was down 28c ($53.76) and Brent fell 47c ($62.74).

Earlier Londons ftse (6971) & 250 were little changed with no new domestic issues. May returns to Brussels for the umpteenth time seeking concessions some urging her to extend Britain's exit fom Europe.
With the Commons unable to agree on anything that would have a majority vote
the no deal option looks ever closer.
Stocks in the news were W.Hill (a take over target since i was in short trousers) warned on profits and now playing second fiddle to GVC. Kingfisher fell 4% but Just Eat climbed 4 on CEO stepping down. Food delivery has been growing for years but it's a tough space.
Jaguar Land Rover cuts 4000 jobs, M&S are laying off workers while employment & job vacancies are at record highs is a conundrum for mrkts. Miners were lower on China data.

Latest G news got the thumbs up from investors
the sp reacting positively for a change. On first look the pay back looks pretty good. At 4-5000 boepd that's c.1.8m boe annually worst way that's $33m in revs at $20 net to G.

The nos: Oil $62.23. Gold $1278. Coin $3547. Vix 18.
$ 1.288. € 1.134. MSCI 483
FF -12. DF -102. Morning all.

Nice comment mark88man...stuck in the G management layer..heh heh heh..

Shares started wk3 on the rise extending gains seen on Wall St, the Dow putting on 710 last week the ftse up 50.

Despite the Chinese economy slowing stocks rose across the region. In TK the Nikkei is up 80 led up by techs (TDK +4%) and autos (Nissan). Mr Ghosn appears in court seeking bail for the second time.
HK is quiet (+84) Sunny Optical the star rising 6% and SH flat on those GDP figs coming in at 6.6% (6.9%) the slowest rate of growth for 30 years as consumers reign in spending.
Beijing is to ease lending controls and increase Govt spending to avoid the politically disastrous job losses.

The nos: Oil $62.91. Gold $1281. Vix 17.8. $ 1.286.
€ 1.131. Coin $ 3525.
FF +5. DF -80.

Morning all.

Correct..
No missing £1.

Sorry u lost me...so who has the missing £?

Not a test just an observation of years of investing some good some bad as I guess with most of us.
As investing for most is a long-term project..... following or worse obsessing over price changes constantly or (at least every 30 mins) is a very bad idea because people are sensitive to short-term losses and those who count their money all the time tend to be miserable gits.
The more you watch a stock the more likely you will over trade and earn less over the long run.
There is statistical data that confirms this.

Some say instead of driving yourself nuts watching G heave up'n down you should cut back gradually until your only checking once a month and then quarterly.
Nah....not for me. I have tried and after a day im like a cat on a hot tin roof
my brain flooded with dopamine motivating me to check my stocks....are they up or down?

It's crazy but I can't control it. At least I'm aware its a waste of valuable time and in some cases injurious.
How often do you guys check your stock prices?