Member Info for steviewonder77

The MPC meet on Thursday. lets hope its a cut

If we bought some, we would have to find a "greater fool"

Our CEO mentioned giving investment "incentives" on the last update. 50% of americans are in debt and the gap between rich and poor is growing. There are no easy answers.

I dont think Trump is a ally of big business ,infact the opposite. You only have to look at the share prices of the movie makers ,all down on the news of the tariffs. The big companies will lose the gainers will be the american workers .He is trying to help main street not wall street. The top 10% of americans own 80% of the stock market. The average american has seen the stock market rise while their standard of living has fallen, I dont like the tariffs but Trump told us what he was going to do before the election, that is democracy. The pharmaceutical companies considered it was pointless opposing JFK Jr. Many Democrats and Republicans did to no avail.

Its about time we had some good news. If the money is coming back in this will turn around quickly. A cut in interest rates and we will be off to the races!!

We have 3% of shorts ,which will take time to close. Lets see where the SP levels out

We cant complain we are up 8% on the week. Todays drop might be profit taking

Ftse/i hope your right, im 30% down on this, so its 45% up to break even. Im not too worried ive been 90% down and ended up winning. You just need patience and to control your emotions. Im still adding so i have courage of my convictions.

The full report is in November, by the the end of the year we should be up to £16 which i consider to be fair value

Nice rise in FCF, which i like. Im not so concerned about tariffs. I just think the US considers they are paying too much for Pharma.

Probably due to shorts closing.

I agree ,good results but its the uncertainty going forward with Trumps administration that is the problem. It will be interesting to see what our CEO has to say at 12 noon

The results are tomorrow

Jack/ i have held LGEN in the past. You wont go far wrong with it and it has a good dividend so you are being paid to hold it. I sold out of it some time ago because it had a lot of exposure to hs2 when they were having problems but it looks like they are over.

I dont know too much about RWS apart from their SP has been cut in half over the last year. Its probably to pay outflows, sentiment is still negative. It can all turn around quickly with interest cuts in the US and here and a agreement with Ukraine Russia. It can also go the other way with Trumps tariffs and a recession. I do think the withdrawals are slowing.

I like RELX and UNILEVER but they are too expensive, fully valued. The PRU is undervalued but China is a concern. For now im happy to be overweight GSK

This is 45% of my portfolio and at my age, im thinking it might be best to diversify, maybe cut 15% of it. So ive been looking at the top 250 companies but i cant find anything as good as GSK. Sure we have headwinds but they are priced in. Ive just seen a video of the fund manager of Schroders Recovery on Interactive Investor. GSK is one of their major holdings

They said a few months ago that the dividend was guaranteed for 18 months. If they cut the dividend they will lose trust, the SP will drop through the floor

Iron/i grew up in Shepherds Bush and used to go to the BBC club .I knew many BBC people when the BBC was the centre of the universe. Listening to radio 4 in the morning was a way of life. Sadly its become an echo chamber apart from the Laura Kuenssburg show on Sunday mornings i never watch it. It will be interesting to see how much of the 32M ends up in the UK.

It seem the market likes the deal. The update on the CMA report should be in a few weeks