Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
http://seekingalpha.com/article/2120063-gilead-sciences-strong-long-term-growth-at-a-bargain http://blogs.barrons.com/stockstowatchtoday/2014/04/02/gilead-sciences-what-if-sovaldi-sales-peak-quickly-fall-fast/?mod=BOLBlog and finally... "Gilead Sciences Inc. (NASDAQ: GILD) was the main reason that the biotech sector suffered its sell-off, based on the price inquiry for Sovaldi. Even after still being down by 13% from its peak, Gilead is worth almost $114 billion in market cap now. Price inquiries are not new — just ask Amgen. Gilead has said the new therapy can avoid the long-term medical expenses related to liver failure, cancer and transplants. The RBC team calls Gilead their most compelling buy, trading at only 10 times 2016 earnings. RBC even thinks that earnings will be even higher than current earnings estimates." http://247wallst.com/healthcare-business/2014/04/02/biotech-giants-now-priced-like-old-world-drug-stocks/#ixzz2xVYRfij8 Follow us: @247wallst on Twitter | 247wallst on Facebook
if u wait till sub 400p, yield would be closer to 8%. do u think that is going to happen? i think u will wait on. :) anyway, i sold out on this spike because i needed to put the funds elsewhere so good luck to anybody still invested here.
bought myself a few here today, towards closing. ex-divi date coming up soon and although there is recent weakness, this is a favourite among investment houses and fund managers. acceptable dividend cover, yielding good at 5% now. not sure but not looking like it will dip any lower but if it does, i'd be a happy man. good luck, if anybody is here...haha.
fingers crossed for hsbc's results next monday, which will hopefully provide a little boost here at STAN:- http://www.fool.co.uk/investing/2014/02/18/eyes-down-for-hsbc-holdings-plcs-results-2/
the markets are worrying unnecessarily, imo. this drift down is just a play by american shortsellers to make some money but it represents an opportunity for lon term investors. what all these commentators don't know about and are not exposed to, is the culture in asia. there is still a strong savings culture in asia and countries don't rely much on foreign debt. neither are their monetary policies controlled by a single entity which would result in their hands being tied. the whole show is entirely within their control. if the future really was that bad, temasek would have started selling their holding in here. the emerging markets' economies may not grow as fast as it did the last few years, but they won't crash. i could be wrong, of course. but this is the way i see it as it is, strong enough for me to have invested quite a bit in here. some for the short term, some for the long term.
it isn't an easy bank to takeover. http://online.wsj.com/news/articles/SB10001424052702304856504579340983200142274
yeah i got out at 140p+ but have been keeping a close eye on this. i will hold back until i reach my first entry target - below 120p. their next results announcement isn't until some time away anyway. would be great if i get in at the 100p range. this share is rather unknown so a little bit of a slowburner if one invests for capital gains.
at least 10% increase in dividend expected for the full year. this means a (current) full year 2013 dividend of 116.4p dividend is expected to be 128.04p for 2014. with consistently falling dividend cover the last few years, who would have expected THAT??? http://www.marketwatch.com/story/imperial-tobacco-expects-modest-earnings-growth-2014-02-13?link=MW_latest_news anyway, 128.04p is slightly below what was expected for 2014, which was 128.1p :- http://www.fool.com/investing/international/2013/05/14/a-closer-look-at-imperial-tobacco-groups-dividend.aspx
cheers mate. yeah, i did really well here. i was going to stay here for a year or two but i feel a little guilty for buying into a tobacco company haha. a less sinful opportunity came along...and so i decided to plonk it in a specialist insurance company for the divi that's coming in a week.