Member Info for Mr.Pepper

When I read the numbers of equity prices, the currency rates, the consequences of the carry trade, and over-liquid chinese market and the gyrations of the Far East, - these sets of numbers do not tally for me. I limit to sell Qinetiq at 137 to buy back when it temporarily dips, but only because I think (and I may be wrong, as I have been many a time) that the markets overall will need to correct. I have learned the art of patience, This does not mean I am right in my wilder speculations and have I been patient and wrong and lost out on the rally. This is just my particular take on things. I like to see the markets as a kind of poker player who can both bluff and can have a winning hand. The question is, who blinks first? Good luck and thanks for your views on this stock.

I am seeing mixed signals. On the one hand, people do have money and they are spending (despite the recent negative number for January sales, I think a lot of these numbers, like journalists, are humbug). So, the economy is picking up. However, I also see a lot of empty office space (Less retails vacancy than before). I really want to buy in this stock, but until I start seeing office vacancies decrease, I am holding off. The other thing to note is that the new management are creating for this compnay a new, more diversified portfolio of properties. In time, this could pay off handsomely. So I am keeping a watchful eye here.

Let me re-phrase and say I am wrong on some things, but on the 'fix' I was spot on. The markets are being manipulated, ramped up, positioned for a rise or fall depending on certain parameters.. Read this in the FT http://www.ft.com/cms/s/0/9d551e9a-1f13-11df-9584-00144feab49a.html?nclick_check=1 The only recourse is to day trade until you get a feeling and develop; an instinct for the new methodology that's clearly manipulating the markets big, big time. You can't outpace a machine, but alogrihms are ten-a-penny predictable once you get a feeling for how they are programmed. This takes a bit of time, but the range of options is limited. Once you exhaust certain statistic models, then you git a brick wall, or risk losing total control of the dymanics. Where the new Big Boys have the advantage is not speed (you can get around that) it's volume and ready cash to back up their fictitious buy and sell orders.. I am holding mostly cash for the time being. I am in Qinetiq because I bought in at 130, and left to fundamentals, it would double in a timely way. But the High Fequency Algorithms are the joker in the deck of cards, and I need a few weeks to decipher what their play is, how they tweak and nibble away at the margins.. Once I work that out (and I will) I will day trade and milk the markets well and proper.

The entire session today from around mid-day reeks of a fix. Anyone who has studied physics would look at this and say we have an unstable equilibruim. I think there is going to be a big correction come Monday.

What on earth prompted the Fed's move on the interest rate? The only rationale here is that the Fed must have been spooked by the surprising spike in the inflation number, given that their whole model of recovery and pumping so much money into the markets is predicated on inflation remaining subdued if not dormant for 'an extended period' - to use one of their own phrases. Some market makers are interpreting this move as knee-jerk, which suggests a lot of volatility when Wall Street opens later today. I think we will see the Dow slip under the 10K mark if the panic becomes infectious.

Looking at the P/E ratio, shouldn't this company either be performing better? Having past the bulk of the rise in the stock market (for the time being) I think we need to start looking at fundamentals, especially in the case of established companies like DSGI. I will hold off for a while before getting back in, and watch the numbers. Good luck all.

There appear to be some murmurs of concerns emanating from the far east on two fronts. Firstly, the financials and property sector in China may come under some pressure, dragging down the whole market for a correction. The second is the level of the chinese yuan. I have a gut feeling some policy makers are using the Greek drama as a prod with which to drive home the message to china to revalue the yuan, say about 5 percent. This event will reverberate for a few days, sending stock prices oscillating but settling back to the current position eventually and as the implications seep through and are washed out from the system. Dubai shenanigans come due next month.Also, a lot of hedge funds and fund managers are wary of taking on the Euro too much, as Sarcozy and Merkl will be unforgiving with those who play around with their currency. THE Euro is a political currency first and foremost. You can only play so far with it before you get burned. At the moment, the EU want sthe Euro are around 1.20 - 1.25 to the dollar to boost exports and yet keep inflation in check.

'The dogs bark, but the camel train keeps moving on....

Your concept of manufacturing, design, and R&D is a bit archaic. Pick up any issue of Jane's Defence weekly and you'll see where the future of warfare lies. Those with heavy (and deep) R & D skills will stand out. Component makers can be anywhere, because it is the 'systems integration' where the real money resides. The Arabian Gulf region is a particular interest of mine, and I have a lot of contacts there, and I know the trends. - I suspect you are perhaps a disgruntled ex-employee who resigned or was asked to leave. My sincere advice to you is to move on. As the Arabs say... 'The dogs bark, but the camel train keeps moving on.'

Does this stock have a 'real' company behind it, or is it just a football?

I would have bought this share before, but the management have run into a brick wall out of backwardness and sheer greed, and I think their string of bad luck is going to hand the lot of them and, unfortunately, the share price too. I will buy back when the backward crowd have left the building (!!!!) and the company diversifies away from big ticket items only.

This stock seems to be in dormant mode at present. OK, one understands, it is not FTSE 100 (yet?!) but where the devil is the action? People holding onto stock, or people not willing to buy and waiting for a better price? Guesses anyone?

I think we will see a few days of sustained rises. This is of course justified as the winter draws to a close (albeit grudingly, it seems) and spring kicks in a host of industries, from tourism etc, will demands a host of services that GKN provides. This Great Recession is increasingly looking like a normal recession, albetit deeper and with more bumps on the up-tick. However, the main point is the structural one, and that structure remains, in both its positive and negative connotations. We will get a few big shocks along the way, equivalent to the Dubai debabcle last November, but these will pass like any other storm and will seem rather fleeting. There is just too much hunger, need, greed and money out there for this whole circus to stop or come to a halt.

The Saudis, and the Arabian Gulf countries as a whole, are being compelled against their rather lazy inclination to perk up. Thus far, these nations (who are no natural fighters like the Iranians, say) have been consumers of 'Big ticket items' such as aircraft, which provide handsome commissions to the worldly and corrupted.. As the real threats emerge, rather than the fake ones, the kind of kit most suited to this region favours the likes of Qinetiq and General Atomics, etc. Moreover, this regions has good defence relationships ihe UK. Quinetiq can benefit handsomely from this relationship, and I think it will.

This company is sounded embedded in the middle east, usa, Uk and elsewhere. Now, one cannot fault BAE with corruption, as the entire planet is corrupted to the core. What I think has happened is that some of the backwardness that afflicts the arabs in particular has rubbed off on the management of BAE and what is required is a complete overhaul of the management. When that happens, you can start buying again in earnest.

I see that this stock has no posting thus far. Well, let's get the ball rolling. I don't know enough about the company to buy any stock as yet, but I'll do some resreach and post again in due course.

In the USA, it is the CIA that is pushing the new warfare strategies with their nifty technologies. In the UK, a similar scenario will emerge with companies like Qinetic playing the role to its UK counterpart. You really need to have a strong cup of tea and look to buy into the stock at some point, sit on it, and you can rest assuerd in your twilight years you will be able to buy all the tea in China. Have a nice day.

I think all commercial property stocks will idle around for a while, neither declining, nor gaining any meaningful traction. We need some hard news on the property buying front to lift the whole sector up. And I am looking at this as a sector at the moment, rather than a component stock or company. So, my present view is hold.

Things generally appeat to be steadying. The one looming problem on the horizon is the spoil brat Sheik Maktomb, ruler of the cardboard state of Dubai. Now, this character is an odious little man, and I see a battle royale, (to use a pun) between him desire for independence, and the central government in Abu Dhabi who want to centralize the country and to 'normalize it' more than it currently is. This means there will likely be a tug of war between the people with the cash (Abu Dhabi) and those with the debts (Dubai). To force his hand, Abu Dhabi will call his bluff at some point and let him sink in his debts. Being a spoil brat, Maktomb will default, and we are back to the previous hurricane that hit in November. Qinetic will take a hit with the broader maket, but it won't last. This is a good time to pick up bargains, and I have placed a limit to buy Barclays at 190 p. I know, this scenario sounds outlandish, but the Greeks are grumpy but mature and absolutely determined to deal with the problem and remain in the Euro. The Greeks are not the problem. They will pull through. It is the spoilt brat of Dubai that will lick the markets. That is my prediction. When will it happen? Who knows. But like I say, it will be a massive hurricane that will last for say 3 days, and then alleviate.

It has been amusing to watch the performance of this stock over several months now. Biotechnology is certainly a future power, but there are a lot of companies out there. I feel this sector is a reminsicent of the movie business. Anyone can make a movie, but you need the leverage of the big distributors to really play the field. This company is very much in that vein, and it needs some alliance with a GSK or Bayer, whch can only arise when they have some ideas worth the big guys bucks. This whole sector is one to watch, not just a compnay or two.