Member Info for Paul2566

I don't know, maybe a deceit of MPs.

I do know what a bunch of MPs wrapped in chain at the bottom of the sea is called........................
A good start.

Lomo
I understand that you may feel let down if your buy SP hasn't changed in 2 years, but this is a strong dividend stock with good credentials, if you are looking for a capital growth stock you will usually have to accept a greater risk than LGEN represents.
I guess it depends what you want, I like the dividend, and while like everyone I like to see the SP rise, its an unreasised profit until you sell so for me pretty much irrevelant, other than being a sort of barometer indicating how well a stock is performing.

I'm not sure that I would call a return to the recent highs an overreaction, I think a lot of banks have been under valued for a little while.
I don't think its going to jump straight back, but maybe a gentle climb over the next few weeks.
Like everyone I like to see the SP rise, but it dosen't really make any difference, its only an unrealised profit until you sell.
I do think we will see some good growth in HSBA over the next decade, and perhaps some nice dividends.

I see a theme in your posts ;)
You have to bear in mind that BA. is not really a growth stock, it falls for me in the dividend stock pile. Its slow and steady, generally inflation resistant and pays a reasonable dividend thats fairly well covered.
If you want a growth stock you usually have to accept higher risk.

Positive news is always good, but only one thing moves the SP, and thats volume of buys.

Sir Dave Lewis looks like a good fit for the consumer healthcare company spin off.
He has a strong track record and It gives me more confidence in the split next year.

robleo
Yes I agree LGEN is another stock its nice to have in the mix. I've held for a while now, but made the mistake of halving my holding last year to take some profit, wish I hadn't now. It still makes up 4.44% of my portfolio though with my average being £2.2216. Its been good to me and I wish I had more like it.
Don't know if you are interested but I think quite highly of UKW, AAF and SSE. If you are not familiar with them, might be worth some research. UKW over the last 12 months or so has more than doubled my investment (unrealised paper profit) than TRIG who I think you are familiar with. I'm quite keen on renewables and quite like a utility in these uncertain times. SSE as you probably know falls nicely in both camps. AAf I think carries a reasonable amount of risk, and I got in quite early but it is a growth/dividend stock and therefore also ticks two boxes.
MNG is qyuite new to me but I feel it looks good, averageing down has worked well for me with stocks I have a lot of faith in, unfortunately I've also chased a price down before just to try and recoup losses, and that hasn't tended to work out so well for me, still, every day is a school day and hopefully I've learned my lessons.
Interesting your view of funds, glad they are working for you, I guess I'm a bit of a control freak so tend towards individual shares, mistakes still hurt but at least they are my fault. I don't do as well as the best funds, but I do considerably better than the worst ones.

Holding up well today.

Holding up well today in markets that are clearly over-reacting to Omicron.

robleo
What can I say, you were right.
I'm not too unhappy though as I think its a keeper, and its only a blip that is for obvious reasons. That said we all like a bargain.

The buys are just nickle and dime stuff, no value.

I think a lot of investors are disillusioned, and I think most would understand why.
MXC is making far too much about their Covid products in my opinion, and it would be nice to see their other pipeline products moving forward.
I've said it before, I think they have missed the Covid train, too much competition from well known respected sources, and I'm not sure any authority is willing to be the first to give MXC a chance. If one does then things could change, but for the moment the SP is in a fairly consistent trend. Its starting to look very cheap today, but I won't be adding just yet.

I meant to includ.
My data is too limited so far to indicate how effective current vaccines are against the latest varient of covid.
I have no data to support or contradict any theory that the rise in cases is primariarly in the unvaccinated population.

I've been monitoring Covid since its start.
My figures show infections increasing noticeably but deaths declining over a set 16 day pattern taken as an average figure per day for that period.
16 days ending;
21st Oct. Infections 42516. Deaths 124.
6th Nov. Infections 39717. Deaths 162.
22nd Nov. Infections 39053. Deaths 139.
8th Dec. Infections 45705. Deaths 126. 0.275% fatality rate.

The stats for the latest 16 days are incomplete but at just over half way through that period it looks like infections will top 78000 and deaths will be relatively unchanged from the previous period.

In contrast the 16 day period ending 22nd Jan shows 46691 infections and 1164 deaths. 2.49% fatality rate.
The data I have clearly displays the effectiveness of the vaccine and isolation measures on the previous variants, and although early, suggests while the new varient is more agressive its effect is less devastating.

BlahBlahDoh
Thank you for responding and sharing your take on things.
If this stock continues to move in the right direction and reaches its potential, I intend it as a long term hold. I think this is geographically a good area to have in my portfolio for the next decade and AAF is one of thetwo mobile telecoms stocks I hold.

Its definately underperforming when compared to UKW, but I hold both in equal measure, and for the moment will hang onto TRIG. Another 12 months and I will compare them again.

I agree with Beth, I think most people realised the base rate was going to rise, and its already in the SP.

It's a good defensive stock, its never going to set the world alight in terms of capital growth, but a good one to have in a balanced portfolio.

The dividend on this stock is impressive and well covered.
At the moment I cannot see any reason why it should not be maintained, any views/comment?

I agree Ron, there are some clouds on the horizon but overall I don't think we will have to wait long before this holds above £4.5. The Asia market should over the medium to long term outpace European and US markets in growth, and HSBA iswell placed to benefit.