The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
If this down to shorter then we wouldn’t let them win this time… I bought some but will keep buying more at this price … very convinced that short attack is an opportunity rather than a set back
Looks like a perfect buy at current price …
The company has some debts but it’s coming stronger out of pandemic and railway strikes will only boost their profits.
It’s time to buy wait for 6 months for 30 percent reward
Best Wishes
P
Stayed away from SMT so far this year but looks like it’s time to start buying from these levels
I was looking to buy this stock but run out of gunpowder and like any other investor stuck in negative equity that is now almost drying out…
It’s frustrating
But no one is asking the real question
What’s bringing on this inflation?
Inflation is making everything expensive, people are unable to afford what they could in the same salaries before … Royal Mail … national rail … next nurses planning for strike…
Inflation causing govt to take steps to borrow money to pay for their gas and electricity bills…
Govt trying to stimulate economy by reducing corporation taxes and trying to woo the bankers not to leave the country
We need to understand that financial sectors provides 25 percent of the GDP … so if bankers leave then what !!!
But again we haven’t honestly asked ourselves what’s the root cause of the inflation ???
It’s Russian Ukraine war…
I don’t think public is happy to take the pain from the war
But we will all support the war
We have to realistic that till the war is on we would not see any fix in the economy…
Forget about any hope of stock markets revival
We need to decide either to support the war and take some pain or decide against it …
We can’t have the best of both worlds
It’s no point what’s going to happen in next 1-2 months…
Let’s look beyond the recession…
If you are only trading then have a choice of any number …
You may get it at some point or you may be way off
The bigger question is what’s the price 1-2 years down the line
Is it worth investing with that time frame ?
I think it is a real bargain at present prices (+- 20 percent)
Look beyond
Copper remains the future and that remains the fact….
The war has increased energy prices and it is also a fact
Of the two facts the first one will remain the fact in one, two or five years from now
Will the energy price remain this high for that long ?
I think the second fact will have to bow to time
Is there more pain in short term ? Possible
Is there gain in long term ? Very much possible
Playing a game of probabilities here
Hoping to hold the current portfolio for next 3-5 years to aim for 3-5 times gains
Possible ?? May be
Best wishes
P
It’s high interest environment at present … it is most sensible to reduce debts even if this means that the business is smaller…. They have not sold their core business here… the aviation is on the up and so is defence spending.. even if we think their nuclear power is somewhat futuristic, aviation and defence on their own is slowly going to pull the company to higher profits reducing the PE ratios …It’s not a short term investment…. People who are looking for weekly or monthly gains may be disappointed… the stock is beaten by short sellers, market sentiments, money squeeze or even sold by genuine long term investors as per their financials allows I am in for RR for long term … at least 2-3 years but ideally upto 5 years and looking for getting multiples of 3-4 times rather than 10-20 percent here and there..People looking for short term gains in this stock may be disappointed and may look for oil or banking at present If you are here for long term you will be the real winners Best WishesP
I think airlines stocks have been hammered and they are ready to take off … I feel whole travel sector should see the positivity…. US travel stocks are already showing momentum and it’s just going to spread here .. on the whole UK markets are much more cautious but it’s just about time that things should change … and rather quickly
industries that create wealth have to be rewarded ... if we don't reward then here in UK, the bankers will move to other places ... they are not there to worry about how the common man is coping on the street... the capitalism is based on wealth creation and rewarding the same.. i worry about the society perception and negativity to higher salaries and bonuses... people who don't believe in wealth creation should not be in stock markets
I believe all bad news is baked in for Barclays…
With current PE it is an excellent and safe stock
Rising interest rates are already helpful to banking industry as we have seen with other UK banks
Barclays mistake costed the existing share holders but anyone adding at this point is only going to thanks big time