Member Info for JohnLewis79

That's in 6 weeks!

FFS that bloody punting stock of mine has doubled since a profit warning / write down! Mrkts are rational...yea right.

Wow, wow, wow Hydrogen! Jeez that scares me to death! Off the scale for a JL investment that's for sure! But if your in the best of luck...

Ophir (negative) - PMO (positive) Cairn (positive) - Genel (neutral) - Rockhopper (neutral) - Exillon (negative).

Yup...Hasiba...One of many.

Not sure that would help H. Apple's and pears come to mind. Best you check the c/ratio of stocks you own, me pulling a couple of examples out might mean zilch and it's only one metric of many to consider, one I often overlook.

You might consider G to be the best investment you ever made. Your wrong. The best investment you will ever make is in yourself..., well that's what the mirror tells me every time I look in it.

Morning hydrogen. See FOG value at c.£200m for nil profits. G op profits will be over £200m and valued at 3.5x FOG. Can you make a case for FOG or is it a blue sky miner?

G no is 4. That's good.

Just to go back a touch the no 1 cropped up in current assets ratio. query...was it you H? Here's an explanation. Assets less liabilities gives you an idea if a Co can meet its short term debts. From this they developed something called the 'current ratio', which you get by dividing current assets by current liabilities. This results in a no. The higher the ratio the more liquid the Co. A number over 1 is good. Anything below 1 is bad cos it's saying the Co might not meet its debt obligations. It ain't written in stone just a red flag to be aware of as some great Cos have ratios less than 1 but other factors are at play for instance their strong earning power easily overcomes current liabilities. Ok enough. I'll go and lie down now.

And I forgot to mention the oil price! Unfortunately G is in a business with no pricing power, by that i mean the ability to raise prices and not lose business. Now that's a good business. Oil price dependence is great when oil is on a tare up but not so much when its t'other way. So I'd mix the OP into any selling decision I make. So far that's in the G plus column. So far there's more plusses than minuses. So far so good.

The hardest call....when to sell. Ideally one never would if the stock maintained its all round competitive advantage and the longer you hold the better you will do. I suppose there are a nos of reasons to sell....you need the cash....you find a better Co to invest in...competitors catch up and in bull mrkts when stock prices get bid up above the economics of the business which causes P/E ratios to go off the scale those would all be pointers to consider selling. Not sure any of those apply to G atm as the nos give us breathing space what with our unrealized gas asset going unrecorded. It's especially tricky with G having seen years of declines one naturally wants to ride the stock back up in the good times maximising gains and that brings into the equation... fear and greed, which of those two dominate your investment thoughts? There's never an easy answer or formula to selling shares especially in a good performing Co, a dog is easy to be rid of.....so don't sell unless and until you absolutely need the money. I know of one pis who has been banking gains all the way up from 140 as he readilly told me fear of losing was his main motivator as in the past he'd become too emotionally involved and that had cost him money. Morning all.

You sure you weren't on that ST list of mega rich dudes? I had a butchers but saw no big G holders listed.....

Ftse slipping... Dow108 up some things never change despite the 100 over the line ytd....just! Even G falling into the malaise which is understandable being a 2x bagger off historic lows so selling/short pressure is a constant with this share.

Techs on the way down with Sage and Mfocus both off despite a bullish start in N.Y. Idea on the right side of the line atm but i sure wouldn't put my last penny in here given that most IG clients are short the ftse. Idea is doing very well atm but when did that ever mean anything? Those of a nervous disposition and in profit should consider watching from the sidelines.

FFS!....why are you looking for constant reassurance from us 'never in the know' pis? C'mon H chill....the nos support a buy at this price which i'd guess you must be in the credit column by now? Go with the flow....don't start to invent reasons for the stock to retrace...or to react to negative posts on G...so far few but bound to happen sooner or later.

I'm remembering but don't quote me....they suggested a number of British companies for 'contrarian' opportunities especially those that pay generous divs backed by free cash flow...of which your two fall into that category. Pays your money which you have so....good luck.

Ill get back to you...am in pub atm But from memory their a hedge against rate rises...

No..Citi are recommending those stocks.

Back in the days of yore I used to buy stocks in breweries, Grand Met, Truman and Youngs for the liberal splashing of beer...Truman in particular....cannot be arsed nowdays as city beer prices are silly...I remember travelling to Reading to an Agm, only 4 shareholders turned up and the CEO said "right lads were off to the pub"... by 6.00pm I was legless and never spent a penny. Better still made a few quid on the stock. Won't see those days again.