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Interesting article: http://www.macworld.com/article/2900880/killing-the-cable-bundle-wont-destroy-television.html
Personally I don't think its one broker. Just some question marks about how 'over the top' services will disrupt the cable marketplace. I still use a STB over over services as it consolidates channels behind a single UI plus the content is fresher. I think the dedicated media server/STB still has legs but how that could affect growth longer term we've yet to see. The UHD market will be interesting but the phasing in will be gradual as folks won't be in a rush to ditch their 1080HD tv's en mass. GLA DYOR cheers KS.
All eyes on oil. :-). Great buying op IMHO. GLA DYOR
crude prices will drive this one way or the other. Failing any entropic doom style news.
I think oil, $-Euro are all weighing in too. Batten the hatches down and keep some cash aside for more bargains :-)
Always tough to call bottom. Bought more at 871. If we get nearer ~800 will buy more.
Rocal, indeed :-). Just a case of being sensible about entry exit points. I try not to be greedy then set a limit and leave it. Certainly for a sell that works well. My buy in this round was around 2900p but rolling the dice for a bit lower. As you say its far less painful than quite a few others. At worse case you might get stuck and have to wait or year or so but generally these cycle in a week to ten days. Good luck :-)
I checked my facts with our old friend google. Should know that to be fair but I do now. Thanks for the response and enjoy the RIO cycles. Sitting on my hands until a suitable entry point as came out at 3100 and 3250 which appears prudent with a modest profit. Good luck and my the cycles continue.
Looking at historical data this is pretty much the trend. Spikes near EOY results then drops until April. Great to ride the cycles but timing is everything. I sold two positions at 3100 and 3250 so roll on sub 2900p. GLA DYOR Cheers KS
I jumped out having done ok since 2011. Good numbers but moderate projections and I see this industry meeting quite a few headwinds. I listened to the call and had mixed feelings. Its still on my watch list and hope the valuation hits a more realistic intrinsic value of 400-450p. GLA DYOR Cheers KS
Great set of results: "Strong performance in 2014: Adjusted EBITA up 24.5% to $241.1m, basic adjusted EPS up 43.6% to 63.6c and free cash flow of $204.0m. Dividend up 27.5% to 7.00c per share." http://www.pace.com/Documents/Investors/prelim_2015.pdf
Historically it has plus all the fundamentals are positive. The markets are highly volatile so expect the unexpected I suspect. Good luck!
Should be interesting to see the numbers and strategy going forwards: http://blogs.wsj.com/corporate-intelligence/2015/02/11/rio-tinto-earnings-what-to-watch/
All good if you are in profit. Looking at historical trends should see a climb up towards annual figures in Feb but taking profit out is always positive :-). Sold some at 3000p myself which is a nice 8% in a week. GLA DYOR. Cheers KS