Member Info for oogleflugal

Agree with you on the scrums V, they have become too problematic. Halve the pitches can't even handle scrummaging either. ref has to keep moving them around to reset on a patch of grass that won't give way. I think they could maybe experiment with a 5 or 6 man scrum and make them put the ball in straight could sort out a lot of issues. Otherwise it wastes so much playing time and is purely played to get a lottery penalty which is not always given to the offending side.
Quite a good days trading for me. Hoping I have been taking cheaper shares thanks to forced selling by IGG.

T. Wales played to the refs whistle to perfection as per training mantra. Something England continuously fail to adapt to. I'm sure after recovering to 24-24 they will realise the problem lies firmly with themselves. Martin Johnson claims he retrained his scrum from shoving at all at one stage because they were conceding penalties so often. Set scrums really are even more of a scourge of the modern game. They either collapse or wheel looking for the penalty or feed straight to the back row with impunity. Don't know quite what the answer is but none of the recent amendments has helped much.

S my son kept half his Gamestop shares having bought in early on. Seems to have a better grip than me. Everybody seems to be shouting about banks and miners but they already look overbought to me. Good divs thought Rio paying 7%! Fres worth a look as Silver tipped to be best performer with platinum
T I hope Wales get their shot at France. England due to play next and Scotland now have to reschedule.

More brigaders, Look lively market set to rebound after sell off. Does that mean inflationary worries evaporated over the week end, or that IGG sold all their customers shares off cheap?

Could only be France. Match v Scotland postponed due to only being able to field 4 players and no coach due to Covid. Why? Because they went for Waffles in Rome after the game against Italy. Roxanna the French sports minister is fuming, Elle fumes! Has threatened to withdraw them from the rest of the 6 nations tournament. Not been a bon weekend for the French

Congratulations T. You must be delighted that Wales are on for a slam. Peculiar game . The irony may be if France loose this championship Jonathan Davies selection of match officials being in contention for men of the match may not thank the unbelievable incompetence of those officials today. Wales deserved their win whole heartedly as England fell apart through indiscipline again. Really the standard of refereeing at this level leaves a lot to be desired by all 3 officials.

Its blooming hard work this investment malarky. It does pay to be on your toes. I bailed out of a large position in Capital a couple of weeks back. Instead of heading towards predicted target all sorts of rumours about founder bailing out and its now clear as dips below placing that several others are too. Not obvious whats going on there other than gold prices have been weak. Two of my cybersecurity stock made significant progress this week. IGP another of my top holdings now up 100% which makes up for a few others. Curiously two of the bigger cybersecurity are down AVST and I call Mcro cybersecurity but not sure how much they do. They are only down because I have been buying back after taking money out, and will continue to reinstate my old position in full.
Took Mr Smokes out for a great gallop across Sandwich golf course, had the time of his life. He is a rescue from Brittany, Staff,Rocky, Argentinian Dogo, Boxer cross. He's like a stallion ( Am sure he thinks he is a horse)and don't often let him off the lead. Now he's beginning to understand fetch and retrieve its a lot less stressful than having to send out search parties to get him to come back without resorting to various bits of meat and treaties as bait. Will really miss the course when the golfers claim it back. Bon weekend

Shortest test match since 1939. We had an excuse then. Root took 5 wickets for 8 runs and we still managed to loose by 10 wickets! Increased MCRO holding . Highly original.

morning all. Wow a year gone by. In some ways it feels like a lifetime and in others it seems like a couple of weeks ago. The most popular topic was OCDO, and how difficult it was to get a delivery slot. It had already doubled then and of course doubled again while analysts were saying its overpriced and Institutions wouldn't touch it. That changed pretty quick.
England struggling again against India in the third test. The big question is will they struggle against Wales in the third round of the six nations .I hope Wales select Botham to play it would add a little extra zest should he score a try. With only a handful of England players at their best I would expect another titanic struggle for England to stay the pace

good day sunshine! Yes bit of a sell off. I think all earning expected to have dragged a bit with the lockdown, but expected to recover as we exit lockdown, Surprised the market doesn't take that into account. I think a bit of a Tesla/Bitcoin valuation dilemma occurring right now effecting the wider market

It hasn't hurt Saga refinancing before we even know if they have. Absolutely rocketing. On top of that Stockopedia Paul sold because its on the dreaded IGG list and the stock spiked before he could get back in. I suspect Setanta will use the rise to offload more of their holding though. Mcro climbing again. Quite a mixed picture. Scottish Mortgage taking some bashing for selling Tesla

MorningT. et all. Not surprised to hear travel unlikely to open till August. As Johno has said we really don't want to go into lock down again and the whole country should be vaccinated by then giving it our best shot so to speak! Saga doing some kind of finance manoeuvre with debt. Perhaps new highs will take a little longer. All ears on Johnson I think

Thanks T. British Bull are strong on saga too. My 2 major concerns are they have a massive following on Stockopedia after on elf the main contributors made it his 2nd largest holding after BOO, and there has been zero institutional buying. In fact I institution pulling out slowly but consistently, which I do find a little odd. There are a pretty small amount of shares after consolidation which has made the stock more volatile rather than less. Its nudging £3.00 again, so will be interesting to see if it breaks out from recent high 3.2.

Looks fine to me C, especially with a return in focus to value stock. Scottish Mortgage Trust have just announced they have sold half their Tesla position. They did have it as their number 1 holding and has helped their portfolio almost treble since march 14th, a fantastic performance for a trust that size. Managers at Ballie Gifford the parent company are not all in agreement about Tesla.
As you can see I like Cybersecurity a lot . It should be fairly immune from cycles. It is an industry set to double, so great potential growth. Not without risk, because a lot of companies are struggling and postponing spending on contracts they feel are not essential. Possibly a false economy given the size of fines for data breaches, not to mention damage to PR and loss of business. Obviously more of an imperative than economy for government departments.

Knew I had that wrong. ATST is invested 60% North America and 40% Europe/Asia. They claim dividend growth for 50 years, still only yields 1.5%! Obviously the capital growth is substantial like SMT and MNKS. Usually have investment trust in a portfolio. UK orientated trusts pay better dividends but their growth has gone nowhere to backwards over 20 years. A lot of the USA weighed trusts have adapted to being much more active in the market, which goes with the way the market is evolving. Over 20 years some of these USA focussed trusts have gone up over 1000% investing in Facebook, Amazon, Alphabet, Paypal, Microsoft etc. Its a great way to get exposure to those companies and emerging ones run by well organised teams of investors. Will be looking to move more into that area this year. They do all look very top at the moment because they have all doubled since the beginning of the pandemic, but actually up between 40-60% pre pandemic outperforming the Dow which is quite a performance for a trust. Sadly many British investment trusts have actually underperformed the FTSE100 which is just pathetic. Some small caps growth have done ok. A lot of trusts are very reliant on their managers and good ones do get poached so thats the main thing to keep and eye on. Obiously avoid the Woodfords and Welsleys of this world. Any thing advertising above average yields/interest rates is to viewed with red alert suspicion.

Thanks S. Thats very good. Apart from your top 3 holdings it could be an investment trust portfolio in terms of weightings. I have far fewer stock. Sometimes down to 4 and rarely more than 12. Theoretically that puts me in a much higher risk, except that I usually hold 30-50% cash. I have held up 60 % in 1 stock which is daft. That can happen for two reasons though, reorganising a portfolio, sudden increase in value of 1 stock. At 1 stage I had 5 stock roughly 20% each but with 40% cash. As you can tell I'm quite cautious about another crash, but that is my only golden rule, leaving plenty of room to trade. Ideally I would like ten stock at 10% each. Current holdings are:
ATST. Alliance Trust 4%, (Mix of USA 30% rest of world 70%) need to check that.
AVST.Avast 7%, ( home cybersecurity)
BOO.Boohoo 10%, (flimsy girly stuff and Debenhams online)
CNC.Concurrent Technologies 6%, (Processor solutions enabling Ai tech, defence/aerospace)
IGP. Intercede 20%, ( aerospace federal government cybersecurity)
N4P. N4pharma, 4%, (enhance more efficient administration of drugs and vaccines , mainly Nuvec/COVID)
MCRO. Mcro 20%, (Software/cloud/ retail cybersecurity)
SWG. Shearwater Group 10%, (Cybersecurity banks/reatail/telecoms)
SPT. Spirent 8%, (telecoms testing equipment, g5)
WHR. Warehouse Reit 9%, (warehouse space for commerce)
ULS. Uls Technology 2% ( digital conveyancing)
currently 55% stock/45% cash. Change from 75% stock/25% this month.

Bought back a third of Mcro holding along with AVST, SPT and ATST. Busy old morning!

Glad you have your priorities right S. I often find Riojas peak about 3 days after opening if they last that long.

Morning T. So talented Paul and Harry. I think they could do straight acting better than many. The only thing not so funny is that whatever the financial clowns get up to, it is as the sketch correctly points out all underwritten by the tax payer while they run off to their villas in tax havens.
Haven't traded Fres for a while. Will take another look. Trying to get out of my current rut. Had a great run with Saga, way too big position in that and Mcro for my portfolio. Out of both at the moment with a substantial cash pile now. Mining has crept up recently, even Glen has doubled from lows. Should have been paying more attention in that area. I just don't particularly like those sort of ruthless companies. I guess they are no worse than others just bigger. Also the seem to have recovered to precovid levels already

https://www.youtube.com/watch?v=ZiJa9diJOMk. Are we getting uncomfortably close to this situation again?