UK Stockmarket 2009 and beyond

blinko

but after a bumper month in sept this was bound to happen, i believe they are pausing for breath

i think that QE2 is around the corner, i think some of this has ben priced in the dollar, i wouldnt expect the dollar to fall much further but again as it does i would expect gold to increase in value

i still expect october to be positive terrority but not by alot, i have a target of ftse 100 5900 year end and 5750 october end

StevieJ

"Did you know that only five UK companies have increased their dividend every year for the past 25 years?"

Shell is one of the five and I don't think they have ever cut their dividend, was a nice buy not so long ago with a yield of 8%.

Five-star dividends

It seems to me that even, say, 10 years of rising dividends is something to be welcomed by investors, so 25 years of rising dividends is pretty amazing. Indeed, it's a truly remarkable achievement, especially given the severe lurch since 2007 brought on by the credit crunch, banking meltdown and economic recession.
M&G's press office kindly revealed to me the five 'five-star firms' that have produced a quarter-century of unbroken dividend hikes. Two are global giants sitting near the top of the blue-chip FTSE 100 index, while the other three are members of the second-tier FTSE 250 index.
Here they are, in A-Z order:

http://www.fool.co.uk/news/investing/2010/10/19/25-years-of-rising-dividends.aspx?source=uhpsithla0000002

sabretoothtigger

The shell dividend report card linked there is interesting. I'm not far off reducing them some just to balance elsewhere, I dont think they are undervalued comparatively


Depends on the oil price, which partly depends on the dollar index worth which depends on fed policy which then depends on senate elections in ten days. House of cards

Was taking a quick look at the valuation of my portfolio.

Stock Stats
Portfolio
Price/Earnings	11.94
Price/Cashflow	6.73
Price/Book	1.69

12 PE is not bad considering how high the PE in emerging markets is, alot of my uk stocks are single figures still. Drax is priced 6 times its earnings where as HSBC is still 20 same as last year, same price too

a target of ftse 100 5900 year end and 5750 october end

We are pretty much there. Target achieved, cue taking profit selloff or just flat no volume type market for thanksgiving and all ?


I sold some AAL to stay level after buying ABG. ABX people I hope can restore value in corrupt African operations
AAL VED and BHP Ive sold off now regretfully, they've all rebounded well

I sold some Santander after all. Euro is possibly breaking a trend of falling vs the pound thats been there for 2 years which is good I think

Sant pay dividend in shares so I took some cash out and I will probably buy a tiny bit more of Barc as relatively its still lower but with the danger they will lose their lehmans court case or suffer general finance problems

RRL I was watching near 5p as it needs to act positive now. It has risen well from there just now but needs to continue or it'll suffer the loss of this years gains maybe


I saw questor tipped go ahead GOG and that one appeals to me especially for some reason. The chart is also good I think.
I wouldnt normally be interested as its uk but value prospects seem fine so may get a bit, it yields 7% apparently


A few people see the market at a possible top and its apparent we are floating higher anyway. Dollar is not falling, its sideways I think so Im also surprised how high we stay -

Finally, I am continuing to be exterminated by my index shorts and that of gold. So far, my latest chart update advises that S&P should drop 8% from 1170. I do wish it would get on with it.

http://sharecrazy.com/beta/Tips/4375/don-t-read-my-lips

bobbyj_2

XEL great news, waiting for £9 before selling a few though.

blinko

why is XEl up so much today, im in GCM

bobbyj_2

found a much larger column of oil than first suspected, significantly more. Not nearly as high as they should be but should move higher over the next few days.

blinko

bobbyj wrote: »

found a much larger column of oil than first suspected, significantly more. Not nearly as high as they should be but should move higher over the next few days.

yeah i saw was this an expected RNS or a random one, good luck in there, dont let it do a RKH on you

ru in any other shares ?

CashStrappedTeen89

Agreed Bobby.. im in XEL but im pretty much a newbie to shares and so far im up over 100% waiting for £4-5 before desrisking i only have a small holding though.
Moneys Money though.

blinko

ok my punt for the next couple of weeks CEY RNS due Nov 3rd

Agreed Bobby.. im in XEL but im pretty much a newbie to shares and so far im up over 100% waiting for £4-5 before desrisking i only have a small holding though.
Moneys Money though.

theres only one rockhopper mate, i reckon £3 is realisitic but there will be set backs on the way,

have a look at DES i think they could be good value at some stage in the future although at the moment still heading downwards

longwalks1

CashStrappedTeen89 wrote: »

Agreed Bobby.. im in XEL but im pretty much a newbie to shares and so far im up over 100% waiting for £4-5 before desrisking i only have a small holding though.
Moneys Money though.

excuse my silly question, whats XEL? the company symbol?