Member Info for mogo

tipped in Shares mag. too

forecasts a future merger between SLV and JLP...

and they are said to be the least leveraged of the big metals companies,iron ore should do well this year even if other metals go down a bit..

a report about BLT says it IS a good investment;a bit of a downturn as China is restricting bank deals till end of Jan. but they hope to hear of large growth tomorrow in China too.So overall they think BLT is ok for 2010.In any case if it falls others will come in to average down or get it cheaper.

this is exploding upwards now...sorry

is to pay off most debt from last year soon.Also forecast council cuts will cause farming out to private beds in care homes.Aren't you glad you aren't old-if you aren't lol.

companies with amazing growth figures can never sustain that or they would grow to the size of the Universe lol! Anyway I am happy to be in this with a not large investment which MIGHT rise long term.Yes getting into the US made the Beatles,no reason why not ASC,too.The sheer market size means even if you can get a small slice of the action it will pay off.Mail order for years there was very big.

ASC will do more and more foreign stuff,the UK market prob. reached limit now and competition,but abroad might be easier.Just set up more sites one for each area.

obviously competition will come,ASC cannot expand forever.Though as long as they are good at business as they have been, they should hold up quite well.The current SP is ridiculous.You can only assume there is a general sector withdrawal,even TSCO has been down.Depends how long you can wait..

a report in the Telegraph today says Chemring CHG increased its' pretax by 16% and is to increase the dividend by 40%...

yes how can this company be doubted.It is the net which is destroying normal retail, deceptertron, and ASC is on the net lol! Anyway this today was just a bit of profit taking and some nervy people too,we can't go up all the time..If the $ goes up this year as it might then US sales could rocket if they are $ once they are converted back to £.As I said,last year they piled into deadbeat shares which cannot last the pace.This will turn to better quality including ASC and a drop in SP only makes it more attractive.

article in paper today important-tories are to cut defence severely if they get in-however though aircraft will be many fewer and use less defence flares they still have to be using them just in case,the US deals might still too;they hope to have stronger infantry so need mine detectors even though maybe more helicopters.

why the 5% fall ? Well the market must feel these figures aren't good enough lol.You have to get 100% rises ? Anyway this IS a good company.All the earnings,sales,growth,etc are excellent.Meanwhile a few other weak companies do quite well for their SP's because they just survived after being baled out temporarily by banks.The fashion at the moment is to dive into these types of bombed out companies,as you might get a good rise.Though it is risky as a good few are headed for the scrap heap.Eventually value will come through.It's similar now with TSCO-excellent results but falls in SP.No need to worry.

though the period was at Xmas the 30% was over 5 weeks while the previous 46% was over 7 weeks.Still an amazing company.Retail was less happy at Xmas.The trend from shops to the cheaper internet continues.

this has done well,but will it continue ?

to watch retail just now with several companies giving good results then their shares dropping lol.Yes I have some of those.

the prob. taffee is we either get the lijes of 2007/8 where you lose your money,or like now you get a bubble which you know will burst.Either you ignore it and keep it all in a bank at 0.1% or you hazard your savings to their danger...

yes ALPH seems happy to be at least 32p these days..I am quite happy to stay here,getting more good dividends later in year and capital holding up.Only have a little of this anyway.

has rising EPS,is fairly dominant in internet sales,which should expand at the expense of shops.Note TSCO gave a 25% internet sales increase today.I think the Xmas figures for ASC are next month.Yes should be capable of hitting £5 again.I'd however buy this again on the dips.

tipped these to double (??)