Member Info for terrace

Hi Strictly
Using your pbv evaluation what are the top 5 homebuilders to hold right now and in what proportion.

100p dividend being paid tomorrow.

Atrocious Currys customer service with failed delivery dates.half an hour queue on phone,very late refunds,avoid.

Big week ahead.....what will the SP be at close of business on Friday?.

https://www.lse.co.uk/rns/BKG/half-year-report-zclz2u855bfasdx.html

Steph..Strictly and I never intend to give investment advice but PSN are very expensive relative to their peers and the ridiculous bonus scheme agreed for the previous CEO was scandalous.

PSN seems to have some momentum behind it....very close to 52 week high.

Steph...if Boris has a 40% share of the votes as indicated by latest polls against 30% for labour,roughly how does that translate into seats?.

https://www.lse.co.uk/rns/CSP/full-year-results-78pz29vj9prj96y.html

" I dont think it did that well"....
WPCT has lost launch investors 71% of their money.

Good luck with that.I am sticking with home builders, I am ex FRICS and dont feel safe outside that small circle.[

Woodford disasterous foray into startup/early stage companies in new fields has put a lot of investors off that genre for good.

Steph..also,dont you think that PSN are very expensive o an SP to NAV basis?.

by

Steph..the PSN dividend is huge but only just covered be earnings.Doesnt that worry you?.

Straying

Steph...very brave picks other than homebuilders but I am fearful about staying into sectors that I dont really know or understand.

Maybe because guidance lowered for margins going forward.

Strictly...can you tell from your records what the total return would have been had you solely invested in bellway and reinvested dividends over the last 5 and 10 years?.

Strictly...can you tell from your records what the total return would have been had you solely invested in bellway and reinvested dividends over the last 5 and 10 years?.