Member Info for mark-expat

.... hope all is well , looks like you are building quite a fan club on JJB , a little light reading, gl , mark http://www.fool.co.uk/news/investing/company-comment/2009/11/06/shareholder-democracy-in-action.aspx?source=uoofolrf0010002

- one would assume that some public sector expenditure may well get curbed as the UK and other governments start to get real and projects placed on hold , a worth read re pensions posted , hope you all made good monies over the last few months , I am now looking for bearish trades as the full trading and reality season starts to get under way , gl http://business.timesonline.co.uk/tol/business/industry_sectors/banking_and_finance/article6804536.ece#cid=OTC-RSS&attr=1185799

just sold the shed from the lows ... may see a little more growth to c.135 , but now looking at further entry points to short

http://www.youtube.com/watch?v=ntm1YfehK7U ... interesting days at Rexam , what next , asset disposals? ...I consider that they are well positioned for any upturn but have some underperformance within that could be best capitalised upon via the disposal of such thus allowing a clearer focus on their more profitable business and release capital to further secure position within and continue to reduce core debt .

http://www.hemscott.com/news/comment-archive/item.do?id=72088 Going forward, KBC Peel Hunt’s forecasts assume a strong recovery in the fourth quarter for Party and the broker believes the long-term outlook for online gaming is positive: “We believe that the odds now favour some sort of positive legislation in the US; as a leading player in the market Party should be well positioned to take advantage of this.” Batram retained his Hold advice on the stock and price target of 232p, noting that the shares look up with events in the short term and reaffirming his expectation for some sector consolidation activity over the next six months. Numis Securities rates the shares a Buy with a target price of 297p. “Casino is developing into a major success story and recent poker initiatives are getting traction,” analyst Wyn Ellis wrote this morning. “The macro picture is very positive and Party, in our view, is now showing encouraging signs of improving its performance at a micro level.” Numis said there are increasing grounds for optimism around the stock.

http://www.dailyexpress.co.uk/posts/view/112434/Sparkling-forecast-for-can-firm/ one of my targeted c.7% dividend stocks from battered FTSE 100 stocks

I normally trade their routine swing but picked some up for the self select share ISA but it does seem that the downtrend is out of sink of the sector in general as you say. I noticed that there was , to me , an over heavy period of director selling at c.120 a few weeks back with the usual share options being picked out in tandem of sells to pay for NI , tax , etc , but , as I say , it does look like the director sells were overdone in my book and towards its bottom of trend cycle to book. Block listing Still hedged on a short but I normally change direction at this level hence picking up some for the ISA as I am in two minds as to what is going on. Have tried to pick chiffa's brain on this one as I believe he might have some 'insight' but no feedback as yet. The known one off costs of (c.£70m) that will be announced in relation to the trimming of staff in this YE profits and the c.70m euros cash paid over in purchasing the remaining 50 % of Intouch Ins Group are as is , they have raised capital needed , so , a bit stumped as to why the continued downtrend.

.. looks like their was some deleted fun on here last night , not often you see jagger in the mix , miss anything worthwhile? chiffa , I tried my first share isa transactions yesterday , had to start with something and I decided to choose a couple of safe good dividend yielding stocks to start with bouncing around their lows , added Glaxo first thing and RSA mid afternoon.

http://production.investis.com/psn/investor/rns/rnsitem?id=1246946416nRnsG2152V&t=popup http://uk.reuters.com/article/idUKTRE56615320090707?feedType=RSS&feedName=businessNews

http://business.timesonline.co.uk/tol/business/industry_sectors/media/article6652712.ece#cid=OTC-RSS&attr=1185799 "A deadline of July 24 has been set for agreeing a refinancing of the bond".

I have not uncovered anything untoward other than it looks like RSA has done its standard retrace thing. I think the one off charge on their profits during this financial year is well documented and their overall ambition to reduce costs will bode well for future earnings. They have secured funding where necessary and one would assume that their dividend of c.7% will be as safe as can be should one wish to hold for in say a share ISA ... I know that you guys follow RSA pretty closely , so should you know of any reason to hold back aside from any continuing general retrace in line with the markets , please best advise... ps. chiffa hope you got back from your boat trip safely and TIE , how are you doing re spread betting...the Malcom Pryor "winning spread betting strategies" that is given out free when you join CMC via Digital Look is a useful read , gl , mark

"Optimism for a reversal will grow further this week when the Interactive Media Entertainment and Gaming Association kicks off a court appeal in Philadelphia on Tuesday to have the ban overturned." http://www.dailyexpress.co.uk/posts/view/111991/Online-gambling-firms-set-for-7-4bn-US-boost/

http://business.timesonline.co.uk/tol/business/industry_sectors/retailing/article6632780.ece#cid=OTC-RSS&attr=1185799

http://business.timesonline.co.uk/tol/business/columnists/article6633074.ece#cid=OTC-RSS&attr=1185799

http://www.rte.ie/business/2009/0624/economy.html

http://www.telegraph.co.uk/finance/markets/questor/5627842/Northern-Foods-shares-look-appetising-thanks-to-yield.html

http://uk.reuters.com/article/idUKTRE55N60E20090624?feedType=RSS&feedName=businessNews

http://business.timesonline.co.uk/tol/business/industry_sectors/technology/article6572925.ece#cid=OTC-RSS&attr=1185799

you guys have to change your trading day , make it full time and enjoy , you never know , maybe we can do a share club and own are own communal island with fast internet point of call whilst in a detox program and chill out in various global cities..funded by like minded idiots such as me.

winners and loosers http://www.youtube.com/watch?v=o8eDUT7iyDk great trading song and for those we remember http://www.youtube.com/watch?v=LBdeCxJmcAo&feature=related happy trading