Member Info for Nick-Bris

M - US trading finishes 1pm their time tomorrow, so they can worship the mighty shopping god.
Guys, I agree with what’s been said. Do you think our own investment managers and maybe many U.K. individuals are seeking/demanding higher rates of return in companies who’s business is perceived to be high growth along with high growth in share price rather than steady, very profitable dividend orientated companies?
How many of the above are holding Amazon, Google, Facebook, Tesla etc, it must be hundreds of billions, that in previous years May have ended up in the U.K. stocks.

T - Late September - I think it a mixture of worldly rather than purely domestic things - inflation worries leading to future interest rate rises and reduction in Quantitative Easing and Evergrande worries starting to kick off.

Hello everyone. Hope this lunchtime finds you well.
I had a couple of opportunities to sell two batches of LLOY and BARC earlier for a reasonable profit, but I had the argument in my head - why would you do that when you are holding at a loss many other batches that you are awaiting the SP to go up further. In this non-linear market perhaps I should have sold and banked the profit, as the opportunity has since reversed. I think what has happened is that I’ve had to hold them so long in my trading fund that I think I’m treating the whole lot as an investment. Am I going mad?
I’m back in on JD Sports on their drop.
CINE,BOO,ASC they could all rocket - I could be tempted if my EUA ship ever comes in.

O - I’ve had two AZ and a Pfizer top up. The experts say a mix appears to provide broader spectrum of immunity for the general population because of the slightly different way they work. I liken it to my funds, which are doing better than my individual share picks :)
GLA

Afternoon everyone, though Its more evening now - even at 4pm.
T - your first post of the day arrived after I’d posted! The vast amount of data is never ending and you can never tell how the markets are going to take it.

After an enjoyable walk and relaxing day, there has been some improvement SP wise since I got back but still heavily red.
Sold the JD Sports bought last week for almost two weeks shopping.
Hope you’ve all had a good day.

Morning all. Bit of a bloodbath Pf/trading fund wise. EUA,GGP,SAR all significantly down as well as every one of my “safe” mainstream shares/funds. . I think I will avoid any trading this morning and go out for a walk and see what this afternoon brings. Sun has disappeared too.

GLA

Welcome back S
Looking back over the posts today, no wonder my investment decisions are rubbish, when I said $52 is a 20% profit on $500. What a donut. :)

T - it was dollars, as I was using eToro as it’s “free” trading. A £9 buy and £9 sale using HL would eat too much of the profit away from such a small purchase. On eToro deals there’s no transaction cost, no stamp duty, but the rates aren’t as good as HL. I do do a cross check with HL before proceeding. The rates are ok for me in my opinion.

I’m wondering if market fears of risks associated with minor mining stocks have spilled over to EUA and GGP today.

O - completely agree with your rugby analysis. Great stuff to watch.

I had a quick read of HOC stuff and bought a small amount earlier - $500. Just cashed out for $52 dollar 20% profit. Would have been more but I had to pop out on errands and missed the big bounce.

Morning all. Sunny crisp frosty morning here. I love days like this.
Unfortunately, my EUA saga of no sale continues and is down 5% on no news.
I think Beckett wrote Waiting for Godot based on this share!

T - I hadn’t heard of HOC fortunately. I might follow the bb. Could be a lesson learned for EUA and dealing with the Russian government.

GLA

Hi all. I had my third jab, self booked last Saturday. Booking process and delivery worked perfectly.

Thanks T. Unfortunately, “ Freaky Friday “ for me. The trades are a mere drop in the ocean against todays massive drop in pf and trading fund due to my over exposure in banks and LGEN.

Talking of irrationality of the market - ONS survey - shoppers up, ABF down. For heavens sake.

Hope everyone else is doing ok

Morning all. Cool and grey this morning. Trading fund wise this morning - got rid of some of those stuck I’ve been stuck with for over 2 weeks - NEXT for £100 profit. Sold half the LGEN for a whole £1 profit. The other half still in red.
Nothing taking my fancy at the mo, so sitting tight for now.

V - GGP SP down to just above the offer price. I think we can take some comfort insofar as there hasn’t been a complete loss of confidence in the future mining operation.

GLA

V - I’ve used PB very successfully this year for KNB, CBX, YellowCake, Begbies etc.
The only downsides are sometimes the size of your request are scaled back and you can’t put them in your ISA.
Hopefully, any drop won’t be too much. Someone on the board says it’s only a 1.5% dilution. I’m assuming they are right about the size of dilution, but sentiment and bad feeling of being bounced may result in sells. Let’s hope not.

mmmh. Rubbish day for the pf, topped off by after close announcement of a fund raise by GGP. Explains the drop over past week since I topped up.
I shall not be participating.
What about you V?

Thanks T.
TD - yes ISPY - that’s the one. Not spectacular, but looks a nice steady fund given the ongoing need for cyber security and certainly much better than a FTSE100 tracker and my trading!

Morning all. Groundhog Day. Yesterday everything up and down illogically across everything I hold.

Investment wise I bought L&G Cybersecurity ETF from my JDW proceeds - which of course then dropped!.

On the Trading front - Sold all my Microsoft yesterday for a nice profit; almost a months shopping at Tesco.

Went out for an hours exercise this morning, but put in a stop loss on JD Sports that kicked in for another 2 weeks shopping.

Still stuck with my LLOY, BARC, NEXT and Maersk which are refusing to budge higher than the price I paid.
I’ve noticed my speculative SAR has been drifting down for weeks. 40% in my case. Fortunately, a relatively small amount.

I’m thinking of asking HL to set up an ETF based on it going on a highly leveraged short of everything I buy - for you guys to invest in. :)

Have a good day all

Always nice when something pans out for one of the brigade. Well done V. :) :)
Fingers crossed for TD!

Thanks T. Thankfully he’s not in pain and not really aware of anything. They will just keep him comfortable until he passes.

I see ASC up 4%.
Just sold my DS Smith at evens - not moving enough to trade frequently. Probably a good long term hold if I had room.
Some of my trading batches of LLOY and BARC are now in slight profit.

M. - regarding rights issue. I read the whole of the Telegraph and Guardian, but only the small financial pages of the Mail and Express, and all the multitude of daily updates from HL, ADVFN (I don’t post on their boards!) etc. It would have been from one of those sources. I’m not one to predict - I got caught with the JDW rights issue last year. Fortunately, I’d made a load on them up to that point, so it was a minor annoyance. At least Tim Martin had the “decency” to sell a big stake after the event.

Morning all. Bit of a frosty morning first thing.

Thanks T. How can I describe it, a sort of family friend/relative gone in hospital - not good I’m afraid, Hes got nobody else. Very elderly and frail. I’ve been helping him every week (collecting his pension, shopping, paying his rent etc) since COVID. It’s not COVID, and but sadly he will not recover.

Inflation/Quantitative Easing/artificially low interest rates have robbed the frugal and saver of hundreds of billions of pounds. A stealth tax in many ways.

My shares are all over the place. Some up some down - eg LLOY and BARC.
I sold the remaining half of my JDW this morning. I don’t have the patience.
Need to think carefully where I put the money as it’s in my ISA.

GLA

Sorry for the bitty responses, been out most of the day on urgent family business.

TD - I’ve done ok with some small trades of BARC. I didn’t want to hold it too long in my trading account. The mistake I made was going big on it to go over and accelerate over 200p almost 4 weeks ago. Unfortunately, the BoE put the kibosh on that, so am having to hold. I’m not unduly worried as it’s an excellent medium/long term investment according to brokers. At least it stops me from making other trading mistakes in these uncertain times. :)

Hope everyone has a better day tomorrow