Member Info for xxVIPERxx

At close to 1290p a share, GSK is a must buy. Solid dividend and definite capital growth appreciation from today's share price.

I will be topping up on this.

The GSK SP at today's approximate price of 1420p is a very good entry price to get into. If you are willing to sit it out and to collect the dividends, you will be handsomely rewarded in the long term. GLA!

I rarely pay too much attention to broker's ratings as they have their own agenda.

However, what I do believe in are fundamentals, proven performance and brand name/reputation.
IMB is going through a transition period. If they can manage their debt and improve profitability, cut costs and invest in areas that yield more revenue. I can envisage them doing well. However, the broker target of 2200p a share will not be reached in the short to medium term, my instinct suggests that we are looking at many years before we reach a SP in excess of 2200p. However, I am a long term shareholder here and shall hope that I am proven wrong! GLA :)

As a long term investor, if you buy ULVR shares anywhere between the 4000-4150p range - my experience suggests that it is a very solid bet. You have a very decent and almost guaranteed quarterly dividend. You have further appreciation in the long term capital growth of the share price. This is a well oiled machine that is efficiently run, organized and well diversified. It is the pinnacle of what a blue chip should be. If levels return to around the 4000p level, I shall be topping up more for sure.

I too can see this rising back up next week to 1600+ a share. However, be prepared for a bumpy ride. Long term, this will come good (with a 5 year longer term outlook). This company is still paying HUGE dividend (even with the recent re-basing). IMB wants to increase its dividend progressively year on year again. As such, it was the only right and smart move, to re-base the dividend going forward. I think my last post on IMB indicated that I had actually expected a 50% cut rather than the 33.3% cut we got. One hopes that IMB can return close to the respectable heights that it has achieved before. Personally, a SP of 2500-3000p would already be absolutely fantastic. The peak of 4050p a share from 3.75 years would be nothing but a pipe dream...

I do agree that SBRY is undervalued relative to the significant overvaluation of OCADO. I cannot and do not see why OCADO's SP has risen so much in recent years. OCADO is still to turn a significant profit and pays no dividend as I believe, right?

I like MRW's connection with Amazon and compared to SBRY, MRW is in a stronger position. 180p represents good and fair value to buy in to this share. There may well be more bumps and dips further down the road. But one hopes that in the long term, around 5 years, the better supermarket shares should do well going forward and further improve.

Of all the major supermarket shares currently such as TSCO, SBRY, MRW etc. I strongly feel that TSCO is the "safest" and in the "best position". I will be re-investing my dividends to acquire more shares, this may possibly include the special dividend too. I see this as a solid defensive through COVID-19. My money should in theory retain its value and I can take the divi in terms of extra shares and then wait for capital growth over many years e.g. 5-10 years. The compound effect coupled with what should be a slow and steady rise to SP back to 275p a share should mean this is a safer long term play.

I believe another ex-div date is coming up in 2.5 weeks' time. Not sure when or if we will see the SP returning to 120-125p a share again. Sitting on a paper loss on this one but compared to other shares that I hold, the paper loss is no where near as big as the others! Hoping for a quick and swift recovery.

For all our sakes (the long term shareholders)...I hope this comes good. We have been through so much and have suffered so much...

As my previous post regarding ULVR suggests, this is a definitive STRONG BUY. Anything around the 4000p a share price range is a solid bet. I am using the re-invest dividends option to buy more of this share at the range of 4000-4500p a share. I feel that in the long term, this is a company based on strong fundamentals and shall surely do well moving forward.

@Misca, you may well have to wait for quite a few years for that to happen. Whilst, if you did indeed buy in to RDSB at 900p a share. I would be keeping on to those golden tickets until they hit upwards of 2000p a share (as you say). Any dividend payments in that time, are surely just a nice bonus to have. I believe in SHELL as a company and think that in the long term, they should do alright. The main problem is uncertainty, which COVID-19 is causing a lot of...GLA!

@Rosewall, I think it's best to be holding TSCO shares right now. No one is sure of when the ex-divi date is for the special dividend. Better to be in rather than out. Also, long term - TSCO is looking like the strongest UK supermarket and should make good gains.

I think cigarette companies will still be in a fairly good position as a result of COVID-19 and the likely global recession that will occur. Like alcohol companies, cigarettes will still be needed by many and there will remain a strong market for their products. If you, as an investor, can overlook the ethical concerns of cigarette and alcohol companies...they are not bad as investments. Even with a big dividend cut, they are still attractive for income investors for a decent dividend payout.

Interesting to read recent posts and it is true that VOD has a lot of debt. But then again most companies do! One hopes that telecommunications companies like VOD should do well over the COVID-19 period. They will continue to maintain their high dividend payouts, which will continue to build on their debt. I actually think in the medium to long term, there will be moments when VOD will reach 135p in share price (SP). Perhaps, when it reaches those levels - it would be a good time to sell out and take safer opportunities. Then again, what constitutes as "safe" these days? Many people would have thought Shell and BP were as safe as houses and then look at what has happened to them! GLA! My opinion is that VOD is actually quite a decent hold/weak buy for their dividends at the very least. Some would rate them as strong buys but as another global recession looms over us, I am being very cautious...

ASEI is seemingly trading at a discount based on its net asset value (NAV). That combined with its significant drop in recent SP from over 400p to 280p and a juicy 7.5% dividend yield, suggests it is a "WEAK BUY". Others may see it as a "Strong buy" but I am erring on the side of caution here. GLA!

Based on fundamentals and more recent company results, purchasing SBRY at anywhere near the 185-190p range is a great long term deal. It is only logical that as COVID-19 continues and a return to complete 'normality' is still some weeks or months off, that supermarket shares like SBRY should do well (especially with the groceries side to sales). Instead of worrying too much about daily/weekly fluctuations, LTH are better off buying these shares on the dips and then holding onto them for the future. A good defensive share to have and certainly better than keeping money under your mattress or in a bank account currently!

I am expecting a dividend cut but not a dividend cancellation. However, if they were to cancel the dividend, I would not be totally opposed to it as it is the smart and strong decision to make. As a shareholder of SBRY, I was initially distraught when they "deferred" their dividend payment. However, there is a lot of uncertainty around COVID-19 which drives fear and fear is never good for investors. Most people are also not aware of the significant long term economic impact that COVID-19 will have on the recovery of the stock markets. It will take years (around 3-4 I believe) before we get back to previous highs.

Within the next 2-3 years, I could well see the SP back up to 5000p or more at varying particular points. Coupled with solid, confirmed dividend payments of 3.6% per annum (at my average buying cost). This is an absolute, defensive, no-brainer. I think all income investors would agree and most of us have or will be buying into ULVR. A rock solid consumables company that is very well diversified.

People can and do read the Motley Fool. It has a large number of followers. However, the smartest investors will use their own analysis, make their own informed decisions to invest on shares that they personally believe in.

I have found that there are many times when I do agree with Motley Fool's views but as always DYOR and buy into a company that you believe in.