Member Info for steviewonder77

Iron/our management are working with the CMA. At the end of the day, whats good for our customers will be good for us. The market hates uncertainty ,so the SP has been beaten up.

Iron/you need patience when investing. You have another 9 months to wait for the CMA update. I believe there will be a recovery in the SP. Why? because i expect the report to be favourable.

Win/after the job numbers in the US ,it wont be long before the FED cuts rates. Theres always something to worry about but this looks 30% undervalued to me

Win/it looks like ive actually done something right. After watching the conference call for investors and analysts replay ,on the GSK website. i loaded up another 5K shares. Its now by far my No1 !!!.

Win/short term i have no idea where the SP of this goes from here. The CMA update in May 2025 will be a big deal. On leaving DARK i bought 66K shares in this ,after the CMA decided to have a 18 month investigation ,i sold 30K. With a favourable report from the CMA and lower interest rates this should be 50% higher next year. I have never liked OCDO ,its not my bag.

Win/ "Growen Ups" are holding this ,its not like the in vogue tech stocks. Theres a few good posters on here,it is the holiday season

Win/ another one to check out is JEMA ,again its only small. Im not holding it but my mate is trying to get me to buy it.

Win/the average consensus is about 18 months .Before we make a acquisition we clear it first with the CMA. So far they have cleared everyone. so I wouldnt worry too much about it,like every other stock its all about earnings. Judging by last year ,we will have final results in September and probably an update in late August. With a bit of luck our results will coincide with a cut in interest rates

Win/you wont regret it. Its a quality business and with interest rates coming down ,the SP will rise. This is a long term hold for me. Your my lucky charm ,so im pleased to see you onboard.

Win/im holding 4 ,GSK,LSEG,CVSG and DGE. Im not looking to sell out of any of them ,i will top slice and add when appropriate. You wont go wrong with GSK. It pays out a quarterly divi,so you get paid for holding it.

Win/BTW i have been" trading" CPX(only small amounts) ,they are tiny only 5M m/cap. I made money out of them about 8 yrs ago. I think they have now turned a corner. They are worth a look

Hi Win,i hope your keeping well. Im bullish on this ,i feel the pull back has been overdone. I consider it to be 50% undervalued but only time will tell. I sold out of DARK and put half in DGE and half in this. My average in this is 973p,so im a bit in front. My average in DGE is 2660p so im down on that one. I prefer this to DGE. Lending from the DARK board is a LTH of DGE and posts on its board. Have you put your DARK winnings elsewhere?

Realist/i met Garfield Weston a few times ,he had a nice house by Regents Park. He must be brown bread by now

Loaf/sorry,its an age thing

Realist/about 50 yrs ago i worked for ABF and they owned it then

Realist/ i thought Fortnums were owned by ABF. Your right ,people will be drinking Guinness and Scottish whiskey long after we have all gone

Porsche/Obviously Buffett has not your superior knowledge ,when it comes to stock picking.

Abject/i looked at RKT before i bought into DGE a few weeks ago. For me DGE looked the better company ,better management, stronger brands and with Buffett on the major shareholders list. This has Buffett written all over it,i expect him to increase his position

Porsche/who cares what the SP was in 2017,its what the SP will be in 2027, is what matters. I would prefer buy -backs ,although i doubt if the big income funds would agree with me.

The market liked the PETS results, so we have benefited. If we work with the CMA and bring in the changes they want ,it might not affect earnings too much. What makes me laugh is ive just bought into Diageo they have over 200 brands. They have just bought a few small brands. You dont get the CMA telling Diageo to change their names to Diageo,