Member Info for Noody

Personally I think you probably have enough SN. At 18.5%. my max is 10% in any one share. I use dividend payments and a little monthly fresh cash to buy new stocks or increase holdings in existing stock. I try to ensure I have decent exposure to different countries and sectors. I go for good established brands that have been around for decades, good return on capital and a growth story. I have tried many strategies....slow and steady works better for me than get rich quick.

I am sure there are many who dabble in bitcoin and disagree.....I just don't understand that stuff.

Regards

Agree entirely. I think SN. Is currently in the " coiled spring" position. As soon as non urgent/elective surgery gets the green light and capacity ( mainly staffing) frees up in NHS and Private sector, then I think there will be a fairly rapid and substantial build in demand for SN. Products. It is nice when you get the chance to both help people and make money simultaneously.

https://www.nsmedicaldevices.com/news/smithnephew-opens-new-commercial-hub-in-copenhagen-denmark-to-better-serve-customers-across-the-nordic-region/

I took profit yesterday on part of my holdings.....too bloody keen.

still have skin in here and not selling anymore

4 rate rises!!

I took some profits yesterday from HSBC.....a little to keen i fear! but profit is profit.

with a predicted 4 interest rates across the pond likely to be followed here.....banks are not a bad place to be.

stockready,

I do understand your point to a degree. I bought Unilever more as a proxy bond as my asset allocation had gone out of kilter. I see no point whatsoever buying bonds in the current environment, but Unilever will add some stability and a nice dividend token which will continue to grow. That aside, I opened a position here today with an initial purchase of 400 shares. I certainly see the growth story here going forwards and with 6 million people on the waiting list of the NHS.....nearly 10% of the population .....quite unbelievable......Then SN. will be doing well to keep up with the demand going fowards.....a nice place to be!

in the end, i went with Unilever and HL.....will be watching this as am intrigued. A very good company with a growth story nailed on due to covid delays....finger ready!

I think Smith's comments on the fanatical ESG drive of Unilever have received a lot of negative publicity for Unileve.r As a holder i think he is spot on. You cannot prioritise ESG credentials at the expense of sound business opportunities, ROCE , growth opportunities and operating margins. etc.......if you do, then your business case heads south......I will hold though as I do think fundamentally they are a good company. They need to concentrate on good quality products and advertising what they do.

point well made!

https://www.cnbc.com/2022/01/10/jamie-dimon-sees-the-best-economic-growth-in-decades-more-than-4-fed-rate-hikes-this-year.html

https://www.cnbc.com/2022/01/10/jamie-dimon-sees-the-best-economic-growth-in-decades-more-than-4-fed-rate-hikes-this-year.html

https://www.cnbc.com/2022/01/10/jamie-dimon-sees-the-best-economic-growth-in-decades-more-than-4-fed-rate-hikes-this-year.html

https://www.cnbc.com/2022/01/10/jamie-dimon-sees-the-best-economic-growth-in-decades-more-than-4-fed-rate-hikes-this-year.html

https://www.cnbc.com/2022/01/10/jamie-dimon-sees-the-best-economic-growth-in-decades-more-than-4-fed-rate-hikes-this-year.html

yes, i agree. Made an opening position today. ROCE for this company is compelling and hard to match.

KEY TAKEAWAYS
Treasury stocks are the portion of a company's shares that are held by its treasury and not available to the public.
Treasury stocks can come from a company's float before being repurchased or from shares that have not been issued to the public at all.
There are no benefits to having treasury stock as they do not have voting rights or pay out any distributions.
The benefits to having treasury stock for a company include limiting outside ownership as well as having stock in reserve to issue to the public in the future in case capital needs to be raised.

https://www.hl.co.uk/news/2021/12/22/itv-can-toast-a-bumper-year-yet-investors-remain-reluctant

Just took some profits and decided to top up earlier today one of my telecoms positions...either BT or VOD.....you just know which one i picked FFS!!

I am sure the disposal of assets by year-end valued @£7,500,000,000 will be of interest to someone in the M&A field.

It would bolster any future financial statements of the buyer