Member Info for SadAct

T...Ha, did those calculations earlier, that's what got me thinking. May start by selling BT as at least the other two are paying a divi. Good point with ASC and the effect of upcoming budget. Will bare that in mind.

T....Am down about 65% on the BT, 45% on the NationalGrid, got about 4% of my portfolio value in each. AVIVA about 1% of my portfolio.

sorry previous posting a little scrambled...should be....

Ar....good(?) news, Neil Woodlouse is starting a new investment vehicle, can't wait to sign up.

Brigade, I've got holdings in 3 shares (BT, NG and AV) that don't seem to be going places. I have losses in each but am considering selling them to try to make better use of the money. Any comments?

Ar....good(?) news, Neil Woodlouse is starting a new investment vehicle, can't wait to sign upe going places

Brigade, I've got holdings in 3 shares (BT, NG and AV) that don't seem to be going places. I have losses in each but am considering selling them to try to make better use of the money. Any comments?

Ar....good(?) news, Neil Woodlouse is starting a new investment vehicle, can't wait to sign up!

C...I've got a tin of beans with sausages ready for Sunday....English answer to cassoulet!

m...I am not really a fan of white wine but I must say that Lidls special offer is at a good discount.

Hope Brigade had an interesting and profitable week. My portfolio down 2.6% on the week but I made 137% of my weekly target so not sure whether to celebrate or not.....uuummmmm.....think I will.

Have a good weekend.

m...yes, Rioja was better 2nd evening...suits us perfectly as we rarely finish a bottle in an evening. Funny, I used to finish a bottle before the end of the first course years ago. Wish I had bought more than one case of it now. Doh.

Just realised it's Poets day today...**** Off Early Tomorrow's Saturday.

Will light the woodstove soon and open some (cheap) Rioja later, perhaps sooner.

V...SNG getting frisky again, it tripped my alert at 185p. Talk on their chat board is of a leak.

Passed my weekly target on Tuesday morning. Stopped shouting about it lately in case it discourages the troops.

Glad I bought back into ARB first thing, already into reasonable profit. AVCT up 8% so happy there too.

o....Matt Hatstand coming to Cornwall? Oh no, I will have to leave the peninsular, it would probably qualify as essential travel.
I don't know what to think anymore, I am overloaded with statistics on the virus, still waiting to see the effects of the Barnard Castle mutation.

I think the Grant Schnapps comment "dont go on or book holidays" is having an increasing effect on travel sector. Tempted to buy in at these levels.

Good morning with luck Brigands.

V...Ha, BBQ? that's a distant memory from a different age! VERY cold here mostly down to the wind.

O...That's great news, well done. Have an egg for your tea.

Bored so I sold ARB at the death for 135 for a 2.4% profit and ASC for a pawltry +1.3%.
Also, bought some cheap NCYT

T...It's obvious I suppose but it is all about pent up demand with CCL....it's not as if other shipping companies are getting a bigger slice of the market, it's just everything is on hold. OK, I guess bookings will lose a little to staycationers even when they are allowed to resume cruising but I have a sneaking feeling that CCL will benefit when the brakes come off for a few reasons. Firstly people will have money to spend, I saw some figures for the amunts people were saving just because of the lack of opportunities to spend. Second, cruising demographic is older...these people(heck, us people) will have been vaccinated first and hopefully in addition built up some sort of immunity maybe. Third, cruising is a floating hotel, get the entry protocols right, all vaccinated, all tested maybe, limit port of calls to low infection areas etc. Fourth, another demographic reason, older, retired folk are free to cruise all year round so potentially more business. Compare with TUI for example where the majority of their holidays are governed school holidays. If the actual flight for a TUI holiday is made "covid secure" I think not many of the destinations will be. I am starting to wonder at the relative costs now of mothballing liners compared to aeroplanes.....

T...didn't read it, but heard that news on Radio4 Today programme at 6.15.
It's not rocket science but note how closely ARB is following BTC

Good morning and good luck Brigands.

Me? I'm hoping for a continued recovery for NCYT and maybe a bit of a rise on MCRO, oh yes, and world peace.

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