The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
guess if the cap value drops much further it could be snapped up for the cost of one of its video games
Many shares can be said to be cheap looking at pre-credit crunch share prices...the question is whether they are cheap looking forwards...if one relies on the Daily Telegraph's doom profits there is more downside to come on equities, a view shared by those moving into bonds, notwithstanding that the yield falls as the price rises...any port in a storm for some...two problems ahead for the current week: (1) a belief that the BofE will not cut rates; (2) the possibility that RBS may indicate sub-prime write downs at the upper end of analysts forecasts. Meanwhile only China's massive expansion may be supporting the current high demand for precious and base metals. Another concern is the impact of a strengthening euro. It would be good to think that there will be a pre-Christmas bull run, but unless the BofE follow the Fed's lead and cut rates by .5%, there may be little Christmas cheer and if so the New Year could be bleak. The last crash in share prices occurred on the first trading day after the New Year. History has a funny way of repeating itself. No-one expects a crash, but short of some really positive news to boost confidence in investing in equities, the decline in values could continue for a few weeks/months yet. All of this is compounded by falling house prices. This will lead to less spending and a further fall in profits in retailing and banking profits.
a shrewd decision...was that a clear 20%?
another Notice...large institutional buy just posted....but it could drop back a couple of %....tree shake maybe...
I have come back to it...to see how far it runs...
...
may go quite a bit higher still
congrats for holding
..
...
I will keep a close eye on this one now and look to exit. Its quite a volatile share and its profit forecast is not brilliant. However if there is any chance of bid for it...it will be a whole new ball game.
I hope it will move up...good buy pressure on L2
whats happening now...hope we have not been sucked in
if you look at all the recent buys by institutions something looks as if its happening...its 50% of its October value (which was pretty low)...I hope we will be ok...
.
..
I bought at 202...now 206
I am hovering between these, BB. and NRK for a short-term punt...I will see how the day starts...maybe a bit flat today...hope my Barc shares continue upwards on heavy buying o/n in the USA
sorry I have been off message for a while....lots of institutional buying....still a take-over candidate...as you said very cheap now....
dasv is sea diving off Indonesia for a month