Member Info for TheLoaf

When you look at the state of the current SP & add in the fact that DEC has been buying hundreds of thousands of shares (that end up cancelled).

In theory this should increase the SP, make paying dividends easier, increase earnings per share etc etc.

The slide down to around 80p seems unjustified & totally bizarre to say the least.

I have small amounts invested into a technology fund & the Sanlam Global A.I fund & both are mostly invested in the U.S.

The reason i'm not buy anything like the S&P 500 is because i think the U.S market is overvalued (as does Warren buffet). Should the U.S market crash/ pull back then i'll buy into it with conviction.

When i look at Tesla being valued 3 x more than TOYOTA (based on current SP) i just know something is not right !

Such a valuation is based on hyped up future sales/profits that may not materialise due to rapidly growing competition in that sector.

I take a contrarian view & only invested in the JCGI trust once the SP had fallen from around 800p to below 270p & the Hang Seng had declined from over 30,000 to below 18,000.

My main concern is the valuation of the U.S stock market.

I'm currently investing monthly amounts into my ISA.

At current levels i'm adding shares such as LGEN, LLOYDS, HARGREAVES LANSDOWN, PERSIMMON, GREENCOAT UK WIND & JPMORGAN CHINA GROWTH & INCOME.

Sadly, all will more than likely fall further if the U.S markets suffer a pullback.

Crazy that some decent UK based dividend paying companies are trading on just 5x earnings !

Did anyone else read that Mr Buffet says the U.S market needs to drop 45% to be true to the U.S economy ?

It's better to top up/ buy in or add at 215p than it is to wait until the SP is 255p.

Imho LGEN is a bargain.

The business is sound, the income is strong, dividends are well covered & there's room to grow certain aspects the business.

Most of the ftse 100 is undervalued compared to other main markets (China excluded)

Hopeful of 120p + before Xmas.

I've recently bought in & will add (should the SP stay below 1500p).

Dividends will help, but i'm looking at medium term SP recovery on this share.

I got blasted by some investors for saying i couldn't see any value when the SP was around 3000p & needless to say i hope the SP heads in that direction again.

The simple math with companies such as Unilever, GSK etc is the more the population grows worldwide, the more products they will sell.

Sadly, the SP will always yo-yo due to short term traders, shorters & IMO the FTSE is undervalued compared to some other markets. Yields of around 8% on the likes of solid earners like LGEN is almost laughable.

Buy the dips.

I'm happy to keep adding at these prices for medium/long term growth & income.

The Chinese stock market can't stay in the doldrums forever & it's better to buy below 300p than above 600p.

Good luck to those brave enough to invest & stay invested.

I'd expect them to be pretty impressive on the basis that mortgage rates have climbed far quicker than savings rates (unless you lock your cash up for at least 12 months) & that should be good news for any banks balance sheet.

The only trusts/funds i'm invested in at the moment are the Axa Framlington Global Technology fund & i usually add on dips around or below 600p plus i'm currently adding monthly to the JP Morgan China Growth & Income investment trust.

Best of luck to all investors wanting to make money (except MM's & shorters) :D

I already owned around 3,500 LGEN shares & decided to buy another £750 worth today (dividends from other stocks).

You never know with stocks, but LGEN looks truly undervalued, the earnings & dividend look safe going forward.

I nearly took a punt on Ceres power, but decided to play it safe(ish).

It's also good to see what funds/trusts others say they're holding on here.

Why the drop ?

Market sentiment..... Even high yielders like IMB & LGEN are sat 15-20% lower than their 12 month highs.

I wouldn't add any more UKW at 150p or more but will show nterest n the 130's

I've bought & sold TEP on 3 occasions & done well in doing so. I sold out last time & then was shocked to see the price racing past 2000p.

I've posted before & stated that when the SP was dropping below 1200p towards 1000p that TEP was a sensible buy.

It may head that way again (Just down to sentiment) & if it does.....

expect me to jump in again.

I've just invested my LGEN dividends into Bens Creek. I topped up on LGEN when the SP was lower the other week & buy income shares monthly through my ISA subscription with HL.

Certainly wouldn't put anyone off adding more LGEN with their divi's though.

Let's see if my buy of 2904 shares shows as a buy this time !

Follow the money !

Could do with it staying low for a while, as I've recently been adding monthly in my ISA & will continue to do so.

Bc1975 Zzzzzzzz

Bc1975 - The share price is on its knees ?

It was launched at 10p, so is around 80% above that.

It's only on its knees to those who bought at much higher prices.

My buy of 4196 shares this morning is showing as a sell & it was most certainly a buy !
Recent news of product sold, confident in selling even more to same customer, 2nd HWM on site & starting to mine today = Why the hell would anyone sell ?

Total return & yield are two different things.
SD235 is right.