Member Info for mcleod

A good rise on an otherwise red day for markets This is a good solid company. Long may it continue!

The kkr holding represented a stock overhang. They always said they would sell the shares. Now these have been sold with actually very little price drop things look more positive, the vet business is doing really well and should continue to do so. The profit growth here is not really reflected in the share price

Great results Hopefully like Ocado some of the silly shorters will check out!

Seems to be quite a bit of buying going on here

This treatment for stroke ability seems to work U.K. Trial very encouraging That's why it has got approval in US This is a massive step forward A successful trial in the US would mean a huge offer for the company. Likely into billions given the value for stroke patients Look at intermune. US company with a single drug for a single disease. Not even licences in Europe at point of buyout by Roche for $8 bn

This deal is not going to last Regal share price hasn't gone up enough so no one believes in it Will be a massive bounce when it falls through

This company is doing really well It has two main arms. The retinitis pigmentosa and stroke. Both are doing really well. Can't ask for much more than that! Should be a very very large gain before these trials get much further as both are worth a fortune

I think that there are some nervous small holders of shares. When the price goes up they want to bank some profit. That folks is not a Buffett principle You should hold great stocks forever

There is a note out on motley fool that PETS is not overpriced as well The so called expert has however ignored the rapidly growing vets business which if you look at cvs is highly valuable I think this is a stable business in a growth market with a vet play for free

This is definitely vindication for holding and a good case in support of the Buffett principle of tipping up when shares dip for no good reason. The contrast between valuations here of CVS and PETS is staggering

News just in from Reuters ** Drinks maker Fevertree dives as much as 11.3% in decent volume ** Two institutional traders cite selling from retail investors that triggered stops on Friday morning; stock briefly suspended for volatility Pretty amazing but fact that stops triggered is what blew it apart. Should recover today

Very odd Hopefully will prompt RNS to say no reason for it Have topped up at 9% down

Short positions actually increased this week Reinforces my view that a longer term strategy is best for most armchair investors

Woodford has had a bad run. However, I quite like his analysis of this company as a longterm cash cow with some growth from the insurance side. Low valuation now so yes prob worth a top up I only hold longterm now and you stop worrying about this short term shock and indeed Buffett would say buy when others sell

Or as an alternative CVS might decide to bid and use some of their paper trading at a p/e of 30 for PETS trading at 10!!

CVS is growing rapidly and is not considered to have the fixed and costly retail stores element It is also smaller so growth is faster That said the p/e difference is striking Yield is important too and for that reason PETS as a long term hold is a better share for many. The angst on here about shorters is bizarre. We may not like it but this is a market. Stop worrying about short term and focus on longterm and top up holdings when short term market fluctuations present buying opportunities. This is a far more productive strategy for most vis Smith, Woodford, Buffett

Market response over done as is often the case Nice top up under 2p this morning Have made more money by buying shares on overdone dips than anything else over the years!

So why the big climb with no firm news?

Big trade this morning. Is that why shares up so much???

big trades here are sells no director buying reported which is not a good sign no real explanation as to why they cant concentrate on growing profit. Likely to languish until some positive news as confidence lost imho