Member Info for mrmaths

I left an 8 year career in the UK emergency services to study Economics and then went on to study risk at Masters level so that I could change careers. I authored a book called "Investment Economics & Risk" and I hold some shares in Barclays. I just wanted to share my views on this stock and Brexit.

I am with the Brexit crowd and would like to add that me and all of my family voted leave. I do not see WTO as "crashing out". The EU would never allow us to leave under terms that allowed us to prosper in the short term, why would they? If we leave the EU and develop faster then it will send a message to other EU constitutes who are tinkering with leaving. I think we need to leave the EU on WTO and build from there. The UK is a massive blueprint of other countries to leave. I voted to leave expecting us to not be able to secure a deal and leave on WTO terms where thereafter I expect other countries to leave the EU too.

We import more than we export to the EU but I think that applying standardised tariffs on all goods and services will actually be better for our economy, I just want to say that i do not think that the EU needs us more than we need the Eu as they can make trade deals with other nations but a lot of our businesses are reliant on EU trade. A vote to leave was a vote for our businesses to trade with more non-EU countries than we currently do. Remainers seem to think Brexit was a vote to stop trading with the Eu - it really wasn't - we still want to trade with the EU but under different terms that allows us to make trade deals with the rest of the world. Some of the biggest economies are in China and India and that is where I see most economic growth being in the next generation or two .

Instead of our government sending millions per week to the EU it can just give the exporting companies that are paying EU tariffs (per WTO rules) tax reliefs the money instead.

What is so scary about that? Look outside your widow and see how many German cars are on our roads. If we have to pay 20% extra to buy a German car then it gives an advantage to domestic car companies. Same with agriculture. I recently went to Asda to buy some apples, for the same price I could buy apples from Kent or Germany. I naturally bought the Kent apples but realised that if there was WTO tariffs then the German apples would be more expensive. in our country.and help UK farmers. What is so bad about this?

Since the late 1990s has been importing more goods than it exports. I think that Brexit will help reverse this but all you will hear is the stories from Gary Lineker and Tony Blair (two people who do not know what it is like to work shifts or 9-5 and struggle to make ends meet). i work in the energy sector and have to scrip and save to make enough money to invest in shares.

I think Brexit is a massive opportunity. People who voted for Brexit are not racist- they voted for change and the political elite are too disconnected to realise why we wanted a c

If you are a long term investor then this is a good price but I think the indices have a lot more downside left in them so I would wait for lower prices before buying. We have only seen the beginning of this correction in the indices. I think this will drag BARC lower in the short term even though I dont think that the bank should go any lower based on its own fundamentals.

The market needs to see this bank making good profits instead of paying out millions in fines. I think the fines from previous misconduct are coming to a close which will unshackle the share price. Higher interest rates should also help the bank. I expect 135-140p in January - maybe Brexit may drag it a bit lower but I dont see the SP being held below 135p for long. Usually anything below 135p is a no brainer buy. If the market gives us the chance to buy below this then we should jump on the opportunity.

I like this company but the banking sector is undervalued as whenever there is any negative macro developments the banking sector usually gets hit the hardest and I think this has meant that people are reluctant to invest. Look at how the banks never recovered from the 2008 crisis. People remember the pain of the crisis on their shareholdings and I think this will keep banking shares low until they can raise the dividends high enough to justify the risk vs reward

I think 150p as a long term investment will be fine. But short term the momentum is down and I have seen Barclays get kicked because of macro issues that have nothing to do with the bank. So I would not rule out any price. I would recommend just adding at different support levels if you are long term investing. Next major support is 140-135p

its not how Barclays is doing. As soon as anything macro happens the banks get kicked and i think some of the indices are looking like they want to come off a lot so I am waiting for 135-140p and I think we will get it

I am expecting to see 135-140p early next year. There is a lot of support in the band between 135-140p. I think the SP needs to test this area before the tide turns

Co-op price war will give the BoD an excuse to stop dividend payments for 2-3 years. The same thing happened to me when I held Tesco. Reducing prices and cutting into profits makes directors issue statements like "we are going to cease dividend payments to invest in cost cutting blah blah blah". I would love to be wrong but the dividends will be gone very soon

I watched this share a couple of years ago but thought that it had risen too quickly for me to buy in. The sp carried on going up so i just looked elsewhere. The sp is now less than half that and this has got my attention. I have done a lot of thinking about the prospects of this share so i thought i would share them here.

we know barriers to entry are low other than the crematorium part of the business. i think this is where the company needs to focus its investment to get monopolies of key areas. The crematoriums are the jewels in this company. With regards to pricing, i think there is every chance that this sector will experience price cycles where competition causes a soft market (that we are seeing today) and then consolidation of the sector occurs which drives prices upward slightly. then high prices causes fragmentation again and the whole cycle repeats.

If I am right, then us being in a soft market now means that a lot of the pricing risk has already occurred with little downside left. If the prices do continue to fall then dignity may be able to absorb it better than family ran businesses who do not have a lot of cash to get them through the hard times.

I will be using my voting rights to vote against any proposed remuneration or share options for the BOD. I think their timing of their selling of shares >£20/share was a sign that we are not in this together as they exploited their inside information. I would encourage you all to use your voting rights to vote them out. Shareholders forget that we can overthrow directors if we all coordinate and i think this is something we should be doing.

I think £10 per share isnt a bad price. It could drop 15% or go up 15% from here. I certainly do not think that the share price is over valued so i am happy to invest. The dividend is low but at least this is sustainable - the strategy will be key but the fact that the BOD was buying up competition and then rising prices is a sure sign that they do not understand basic economics. You cannot get away with that sort of strategy where barriers to entry are low. Unless they really start showing some good business decisions and results, then we should all use our voting rights to overhaul them

I think that this share is a little over priced given that it doesn't currently pay a dividend and that it is over doubled since its 52 week low. Having said that, it will be a good buy if it drops back down to the 500-600p range.

I am looking for new prospects but cannot justify the current valuation. I don't think we will see the 500p any time soon, especially if the board reinstates dividends. One to watch!

2 hour chart looks bullish (down trend line broken) however, I think the main driver for upward movement is that dividend. I have just watched the Q1 results and they keep branding the 6.5p dividend for 2018 but elsewhere it says that the next dividend payment will only be 1p following the 2p payment already made

Does anyone know whether they are going to increase the dividend to 6.5p as I think this will be very important for the share price given the flat earnings and flat dividends over the past few years which shows up in the SP. I like that this is not too far away from its 2 year low given the FTSE is near all time highs. A doubling if the divi could really give this a shove higher

sitting at support. today's price action looking good. maybe a little bounce from here

i wonder what the merger will mean for the divi next year

I am expecting more dollar weakness which will push oil higher this week. I am a holder here and looking at adding. Gold should do well too, i just am not sure if the dollar weakness (that will cause oil to go higher) is already priced in

Under the radar? Dollar weakness is pushing Gold higher

Recently read a book (Investment economics & risk) and it speaks a lot about the issues created by a 'entitlements culture' and it says how the NHS is unsustainable but unlike most articles i read where they say the tories will sell off the nhs...the book says that there will be a 'privatisation via the backdoor' where waiting times for procedures and operations are left to expand and therefore more and more people will go to private hospitals. What the book also says is that governments could end up partially subsidising treatment in private hospitals as it would mean that the taxpayer is only paying for part of an operation rather than all of it in a nhs hospital. This makes sense to me. I watched Theresa May say that the NHS needs to change with the times given the aging population etc and therefore i would not be surprised if they say 'we will help pay for more private treatment to lessen the burden on the nhs'. If this does happen then private hospitals could be goldmines with their backing up by the uk government. Hence my interest in this share. There is more inequality with the rich getting richer under the tories and i think this will mean more people going private. The thing that worries me here is the share options for some of the directors. Im not sure i am comfortable with them but i suppose if I buy the shares i can use my voting rights to vote against any excessively generous packages for directors. This is certainly one to keep an eye on....

oil looks like it is heading for $40 / barrel again. I suppose the question is how long will it stay down there for. I hope BP and RDS dont go selling off assets as these are the two best oil producers listed in my mind. I hold BP but dont hold RDS yet. If they cut the dividend and the share prices drops I will see that as a buying opportunity. The fundamentals for oil are great: https://www.youtube.com/watch?v=-5PoHfSjYFk I prefer to hold the big oil producers rather than the tiddly oil exploration companies. Been burnt too many times on AIM so I avoid it now

short term bearish but long term bullish. bp. may take a hit with it but as long as they dont go selling assets off again then the sp should recover. we are due a stock market crash at some point so i dont see anything thats safe atm

Im looking at a few prospects at the moment. The potential break-up of the UK put me off buying RBS but maybe this could be a good entry now that looks less likely

i remember when they first listed and was trading at around 5p!

I used to own these shares, got a bit caught out trying to trade them but have recently managed to build a position here. I think oil will go higher. Theres a good video on the fundamentals of the oil market: https://www.youtube.com/watch?v=zt1QmUQEkQQ Also though I think oil is one of them commodities where a lot has gone against it. As soon as the tables turn we know how quickly the price can fly in the oil market. I would rather invest in oil whilst the prices are depressed than when they are high. I own a oil exploration company and also this one so if oil goes up i will make a killing

what it the best bank to buy at the moment? They are so big and balance sheets so complex that i wonder if i should just do a 'ip-dip-do' and choose one at random