UK Stockmarket 2009 and beyond

[Deleted User]

uk_steve wrote: »

take profits , take profits:p

lol. No chance

vman7_2

hey guys/girls

Im not sure if im in the right forum. i am new to buying shares and have been reading the last months posts with great interest. i am wondering if you could point me in the right direction for websites to read for researching, some tips etc. i would like to invest about £200-£400 a month. would funds be a better choice for me even?

i am 25 years old and ready to start thinking of the future rather than p1ssing it against the wall every weekend.

how are you guys finding out about all these small companies that are not very well known?

Thanks and please forgive my ignorance

tonygee_3

Hi vman,thats too small amount to invest in individual shares,you would therefore be looking at funds(I personally dont like).Better to save and get a feel for the markets before investing.Timing is everything,safe to say a good time to invest is when the FTSE has dropped 50%,not when it has risen 50%.
iii has a good forum,MSN money gives daily share 'movers',plenty of books out there,dont dive in:cool:

fullstop

Had an interesting couple of weeks or so, at the end of October I went for a penny share PXS and topped up my holding of STAN. Both have done well bought STAN at 1551.19 after a fall the previous day now at 1683.50, also took a small punt of £500 on PXS AT 7.76 finished today at 10.so not too bad at the moment. Another good day for another of my holdings SYR, which I bought just over a year ago around the 360 mark and is now over 600.just one downer today NG fell a small bit, still a hold though.

cashbackproblems

Im down quite a bit of Sirius exploration but it has good long potential and am prepared to hold for a few years, the rest like lloyds, barc, aviva, (and few more penny shares) are increasing by small amounts earning me more than bank rates so am happy overal even though i havent yet made any big profits.

sabretoothtigger

FATHEROFTWO wrote: »

Ive also got a small amount of additional cash to add to the market and I was thinking of adding equally to a UK mid cap such as threadneedle Uk mid cap and topping up my first state natural resources fund.

My reason for reducing the coprprate bond by skimming the profit is if inflation is going to rise then it will devalue the corporate bonds or do we think its already priced in.

Bond value falls with inflation and/or high rates or when the company credit worth is in question so some bargains occurred earlier this year even when rates were low

I dont think anyone is pricing in what might occur because it cant be estimated and also the bond market is distorted by QE I guess.
Rates would be much higher if it werent for government so I guess that means all bonds are overpriced except those picked at bargain prices when the company was thought to be collapsing perhaps


I prefer shares to bonds because its less government reliant, gilts are the top bonds

I put my portfolio into the www.morningstar.co.uk system and it said I favour large cap value which would be right as I often buy higher dividend stocks


Speaking of which, heres a video comparing BP to Shell strategy http://www.cantos.com/node/5020/company/Fat%20Prophets/project/5376/term/Cantos%20Charts?ns_campaign=Market+Comment+-+Cantos+Charts&ns_fee=1&ns_linkname=&ns_mail_job=600127778&ns_mail_uid=6121347411&ns_mchannel=e-mail&ns_robot=partner-ecircle&ns_service=mail&ns_source=Cantos+Business+News








Short term -

stay negative till we break R1 I think

FATHEROFTWO_2

sabretoothtigger wrote: »

Bond value falls with inflation and/or high rates or when the company credit worth is in question so some bargains occurred earlier this year even when rates were low

I dont think anyone is pricing in what might occur because it cant be estimated and also the bond market is distorted by QE I guess.
Rates would be much higher if it werent for government so I guess that means all bonds are overpriced except those picked at bargain prices when the company was thought to be collapsing perhaps


I prefer shares to bonds because its less government reliant, gilts are the top bonds

I put my portfolio into the www.morningstar.co.uk system and it said I favour large cap value which would be right as I often buy higher dividend stocks


Speaking of which, heres a video comparing BP to Shell strategy http://www.cantos.com/node/5020/company/Fat%20Prophets/project/5376/term/Cantos%20Charts?ns_campaign=Market+Comment+-+Cantos+Charts&ns_fee=1&ns_linkname=&ns_mail_job=600127778&ns_mail_uid=6121347411&ns_mchannel=e-mail&ns_robot=partner-ecircle&ns_service=mail&ns_source=Cantos+Business+News








Short term -

stay negative till we break R1 I think

Sabre

Have a look at this site for asset allocation

http://www.bestinvest.co.uk/investment-research/asset-allocation/index.aspx

What is your attitude to risk?

I try and balance my portfolio to offset risk although it is very difficult to get the right balance but in not having an exposure to Bonds of any sort are you not leaving your portfolio open to extra risk?

Ive got an investec high yield bond paying 8 percent and within an isa its tax free dividends.

I am concerned about the corporate bonds and the BOE in dication that inflation will rise sharply hence why ive reduced some of my corporate bonds and bought some mid cap and global equity

sabretoothtigger

My attitude would be we are in a topsy turvy world right now. I might agree with you normally but right now I think things may be reversed from normal advice.

Normally foreign markets are risky mostly because they have weak currency and poor governance but this applies more to the uk right now and I would exaggerate any exposure abroad if possible.
The same for bonds, normally a good balance but with unstable currency and government, not the best idea. The USA pays the lowest premium in the world for their debt, they have half the risk of most countries.
This market price doesn't match my perception or reality even and I would avoid false markets like this, I'll take a chance on growth.

Everything is risky right now

I try and balance my portfolio to offset risk

That strategy didnt work last autumn I heard people say a few times. Even gold fell.
I think a couple black swan funds did ok ? Alot of people are interested in absolute funds now but my personal choice is to accept risk so long as I believe in the underlying value prospects


My short term prediction above was correct, not sure if this means a negative tone to early next week but sp500 closed below the negative trend line afaik

Just doing some revision
http://lmgtfy.com/?q=price+channel&l=1





Thanks for the link, this one probably applies to me best so I will take a closer look

FATHEROFTWO_2

sabretoothtigger wrote: »

My attitude would be we are in a topsy turvy world right now. I might agree with you normally but right now I think things may be reversed from normal advice.

Normally foreign markets are risky mostly because they have weak currency and poor governance but this applies more to the uk right now and I would exaggerate any exposure abroad if possible.
The same for bonds, normally a good balance but with unstable currency and government, not the best idea. The USA pays the lowest premium in the world for their debt, they have half the risk of most countries.
This market price doesn't match my perception or reality even and I would avoid false markets like this, I'll take a chance on growth.

Everything is risky right now


That strategy didnt work last autumn I heard people say a few times. Even gold fell.
I think a couple black swan funds did ok ? Alot of people are interested in absolute funds now but my personal choice is to accept risk so long as I believe in the underlying value prospects


My short term prediction above was correct, not sure if this means a negative tone to early next week but sp500 closed below the negative trend line afaik

Just doing some revision
http://lmgtfy.com/?q=price+channel&l=1





Thanks for the link, this one probably applies to me best so I will take a closer look

I too have reduced my UK bond exposure and invested the profits into insynergy odey and neptune global equity.Ive also added to my investec high yield corp bond as I perceive there might be more interest in the higher yielding bonds now rather than the corp bonds.

I invested some into octopus absolute ,cazenove absolute (both UK) and the octopus fund is down 5 percent since purchase however that is higher risk of the two but Im starting to doubt the absolute funds as well now and I might just go with my gut instinct rather than leave it to the hedge funds.

Im thinking of transferring some of the octopus to my existing neptune US opps fund and also adding to my neptune euro opps and possibly more into threadneedle uk mid cap as the volatility appears to be the same

sabretoothtigger

Ive heard octopus mentioned before but I dont really know the fund market that well exactly but its always good to check their underlying holdings

http://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?id=F0GBR04OVT&lang=en-GB

That is the neptune global and it looks alright which is surprising as global usually means tons of american stock but they have tesco as one of their majors which itself is invested in asia as well as obviously the uk.
22% cash, Ive heard the neptune funds are quite maverick so gets a thumbs up from me


ps. dont quote me as I already spam this thead enough with my long posts