Member Info for patxd

Who will rescue Aviva after Brexit? Swiss Re or one of the big German insurers

Risk of Nationalisation small not least because Govt would have to pay the pensions. Yet it's an infrastructure company - may have mobile masts everywhere but all dependent on BT lines. Deutsche Telecom could buy this but think would be much resistance. Pays a reasonable stable dividend. Not the cheapest provider and many do without a fixed line but businesses need them and there is a lot of brand loyalty.Any weakness an opportunity to add.

RIf we get Brexit Deal LLOY UP if no deal then DOWN big time lower interest rates lower house prices repossessions- toxic debt.

You may be right. However the trend of oil prices in the coming year and whether in fact we are in a late cycle scenario soon and in this matter also whether the US Fed will in fact continue to raise rates if the economy is buoyant are all factors we have to think about apart from the supply and demand for oil and gas and the good standing of this company

Can only see problems if Governments keep increasing minimum and living wages irrespective of what companies can afford. Technology - machines do admittedly help if maybe in a perverse way. But the more the cost inputs are increased irrespective of effect on price of goods sold and living costs of which food important component - available income constrained by high housing costs. What the effect of Brexit deal or no deal will be just keep fingers crossed. Tesco does have some foreign earnings - but depends also on which way sterling will settle. I see as one bright spot for Tesco is their smaller shops the Tesco Extras that are open late and taking back business from the private corner shops - very handy and very competitive. Post Brexit - if it does happen - it probably will companies that depend on home produce better placed. In some circumstances cannot see Brexit being good for Aldi and Lidl with foreign imported stuff but depends on the tariff regime that we get. Just thoughts!

When things go off it gets ones with lots of debt. Usually recovers but can never be certain risk you take if put too much in one basket

Phoning in other EU countries so cheap now - must be making a hole in fon company profits.Maybe Brexit will change it eventually.

NG always been seen as safe investment except now risk Labour Government.sonsafe seeking investors dump it!

Better the weed eh opium!

Quarterly dividend. If there is a recession in a couple of years they wil smoke more to calm their nerves or feel more sexy they will always smoke.

People will always smoke life is short they don't care about what it does to them it seems to be sexy so it's good but it's bad. Things will never change !

What is reason with these? Fortunately out but suspect it's Labour Govt risk

Surprised to see a 4.09 p and a yield of 52.7 on this page. Is it an error as have not received indeed did not expect a dividend!at this stage of the very interesting recovery in this producer that gives much hope for the future.

I think Gold will have a good bounce when Bitcoin is buried but gold is forever anyway

Transaction dependent company - not dependent upon house builder profits so useful diversification as long as housing market does not become 'dormant'

How long will it take

The problem with these GDR's is they are just cheap cash for the Company. The value of the GDR's has increased but the amount they pay out goes nowhere indeed there is not even a stock divi. Better places to invest but who knows what future will bring AYOR !

I have been out for a while. How can you invest in a company that does not communicate with the people who invest ! Maybe some problems in Bangladesh and have to be sympathetic to the problem to their country with distressed refugees from what was Burma. But this company my opinion treat investors as cash cows and take the ' p' Maybe they will come up with a belated report for investors - well ok if you can patiently wait but not for me thanks.

Looks cheap at the moment.

The lowest figure a year old now from Societe General 1300 previously 1250. This stock seems to do better with $ strength