The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The last two trades were definately buys according to my broker - nice to see some blue back on the board as we work towards results day:)
today.....if anyone else has any views about TFL it would be great to hear them. All the best
For you perhaps but as you say lets wait for the results. I agree that further clarification required but personally dont agree with such negative sentiments as now is the time to speculate for many. GLA
Good to have a bit of banter in here for a change in any case - its been deathly quiet for years by the looks of things. Anyway best of luck whatever yur in at the moment. All the best
I think there has been internal management struggles / directional conflicts at TFL which has caused alot of falling out over the years. The personell selling their shares is this conflict coming out in the wash IMHO. I think they have good management in place, good clientele so I don't think that it is a cut and dry as you think but you are fully entitled to your opinion.
I think you need to look at it in context. The year before saw 25% increase on LFL over xmas so 7% decrease is not the end of the world. I think the overseas expansion, website and the new afordable silver range (which by all accounts is doing exceptionally well) will prove the key to the business over the next few years. Obviously DYOR but for me this is an excellant entry point for new investors. Best of luck whatever you do.
http://www.igindex.co.uk/content/files/ukratings_06jun2011_igi_pm.pdf potential 150%+ upside achievable!! IMHO This price is too good to be missed just look at Mulberry £2 this time last year (now £14-£16 range) - fill you boots while you still can. Personal goods sector is flying. Full year results due out in the next few weeks.
http://uk.reuters.com/article/2011/05/24/us-luxury-summit-theo-fennell-idUKTRE74N43U20110524
IMHO this is going to rocket shortly. Totally undervalued, trading at a huge discount, tipped in Nov / totally oversold Jan - May, good management in place. Luxuary goods are flying at the moment (Mulberry/Burberry) The rich have never had it so good and are generally uneffected by the current recession. Also with their launches of more affordabe lines they are reaching out to different markets. In the recent reports analysts suggest that during recessions people like to treat themselves (buying one good thing istead of 10 ok things) Not to mention that these guys are jewellers to the stars - just think how many pressies for the royal wedding and elton johns baby have been bought from here:) They had a tough xmas with the weather but I think they have been totally oversold. They trade at a massive discount and The FY results are due out in the next month and now is the time to get in IMHO. I can see them getting back to profit sometime this year so Good luck to everyone and I hope you do well.
anyone know exactly when this goes ex div and the exact record date? Cheers
M & S is a solid company with good values and pays an excellent dividend. I fully expect a good update on the 8th after last weeks promising retail figures. People will be looking to get in before the trading update on the 8th and this should see a steady rise until final results and ultimately ex div date. I think its a good buy anywhere around 365 -370 but DYOR
Wise man once said buy then the ceo buys - sell when the ceo sells:)
it went ex div yesterday - still not bad income stock as seems to creep away nicely
drop today?
outlook for th future - think this will continue to grow IMHO
Did you end up buying in?
Tells me they are a good bet and may be securing growth funding in the near future.