Member Info for Pacino

Sold out my averaging down stake at £1.16 yesterday, just above my b/e to derisk. I’m still holding though, and happy to do so. Will revisit things if/when we start to approach the 140s.

I wasn’t expecting a dividend this time round, but it’s coming eventually, so you would think buyers at this level with a long term view will be rewarded. Macro factors dictating things at the moment, but the increase in market share was positive.

GLA!

I can’t see a dividend being announced when inflation hasn’t peaked yet, particularly for food. I hope I’m wrong though!

Any guidance on when it may be reintroduced would be appreciated, and may surprise the markets. We’ll have to see. GLA

Nice rise this morning. I had a sell order set to take out my averaging down money at £1.15, but cancelled that over the weekend - as we’re so close to the half year results it seemed like a better idea to hang on a little longer.

We’ll see if that was a good decision on Wednesday ha. GLA

Nice recovery so far. I bought some more around £1 to take my average down to £1.15. Will hopefully take those funds out around breakeven, then leave the rest in for the foreseeable. I’ve still got decent hopes for this share, and the half year results will be interesting.

This was my first post on MKS in June. How times have changed!Does anyone know of any comparable one-off event that has caused so much self inflicted carnage on the markets before? If we’re counting Black Wednesday as a series of events over two years?———————————Hi all, first MKS post. Bought at £1.32 this morning. Liked the last results, and really like the way M&S aren’t standing still in a changing retail environment. Also it’s a company I use all the time, as it’s my nearest grocery shop, so that helps. £1.55-£1.60 will do me fine as a short term hold in this macro environment, but I’m happy to hold for a while if needs be.

Thank heavens I fixed my mortgage for five years in February. Some people are going to be struggling.

I’ll be reinvesting my dividend. The macro conditions are making it too hard for me to predict where any of my shares are going, so hopefully compounding my dividends can offset that for now.

Freetrade works well for me. It’s a bit basic, so might not be suitable for some on here, but I like the app a lot. You can trade for free with a General Investment Account, get an ISA for £3 a month or get a lot more features including a SIPP for £9.99 a month.

I was with iWeb - their fees were some of the best on the market, but the lack of an app was a negative, as I prefer to trade and check my portfolio on my phone. Also, I personally prefer the model of a subscription fee and no commission on trades. Worth a look anyway.

I also have Lloyds robleo, sounds like we have a lot of the same shares. My average is about 43p, so I’m marginally in profit, but it’s been another share where the macro environment has impacted the share performance more than the actual results. Another one to be patient and collect dividends from.

Disappointing week again for Vod, but I clawed things back a bit and I was glad to see the divi appear yesterday! GLA

Excellent results. Looks like I picked the right house builder! Hopefully we’ll see a recovery from here. GLA.

I was way off with 134 last week! Ill go for £1.25 this week please.

I’m sure that is achievable with some patience robleo. I’m trying to build my portfolio through compound gains at the moment, so setting rough targets and taking profit when I can. More of a medium term than long term view for now. But yeah, this would be a good one to buy and forget I think.

Yes, it’s a great share at these prices if you’re taking a long term view, in my opinion. I have bought the recovery at £2 (I hope!) and will take profit if it reaches my target of £2.40 at some point after ex div, but if it takes time I’m happy to wait and collect dividends.

Thanks for that. I spoke too soon about the 140s! GLA

Good to see MKS working it’s way back into the 140s. What do you attribute the huge drop on Tuesday too, was struggling to find any news on this?

Terrible market reaction to the AGM, and disaster of a day for my portfolio, on a day when the FTSE finished marginally up.

VOD wasn’t even my worst performer, that dubious honour went to MKS. Consumers are getting battered from all sides at the moment. GLA.

I’ll have a go if that’s ok? I’ll go for £1.345

I’m thinking there will be a relief rally in the markets this week because of the grain deal, although all eyes on the AGM on Tuesday with this one.

Afternoon guys. Shame this doesn’t want to stay over £1.30 for me as I’m looking to take some profit a little higher up. Can’t argue with the yield though. Maybe this proposed grain deal between Ukraine and Russia will help with inflation a bit? GLA

£2.40 plus a dividend would suit me fine to be fair!

Thanks. Yeah I like LGEN and will probably try to get back at some point, but I’m thinking DLG has a little more headroom for capital appreciation after the fall, particularly if the yield is maintained. I don’t like jumping around too much, but I was at break even with LGEN and ideally just wanted one of them for now, so it was a straight choice between the two companies for me.

We’ll find out whether this was a good move in August I guess! GLA