UK Stockmarket 2009 and beyond

sabretoothtigger

Im not sure 4200 is strong, though its a recent pivot point but the bottom line is I dont know

Heres a good link to trading risks and how people can sabotage their own efforts -
http://!!!!!!/132aOb


Markets round up - http://www.galvan.co.uk/offers/Galvan-MIJ0609.pdf

sabretoothtigger

Ex Dividend shares in the next week, dates respectively.
Why is Tate & lyle showing 9% yield, its a commodity play ? cover is 1.7

Harbinger Capital plc is a hedge fund listed on the London Stock Exchange's AIM market and 28% owner of British satellite communications company Inmarsat.
Harbinger is headed by Philip Falcone, a former trader at Barclays Capital and operates funds under management of $26.5 billion (£13.4 billion) as of the end of June 2008[2][3]
Harbinger also owns stakes in rival satellite operators SkyTerra and Terrestar,[4] British sugar producer Tate & Lyle (13%)and The New York Times Company.
Harbinger is notable for betting against sub-prime mortgages in the UK, including HBOS[5]

Air Products & Chemicals
Cardinal Health
Chesapeake Energy
Discover Financial Services
State Street
Tyco International
American Express
General Dynamics
Monsanto
Sysco
Bristol-Myers Squibb
Quest Diagnostics
JPMorgan Chase & Co.
Kimco Realty
Masco
McCormick
Torchmark
Alliance Trust
Burberry Group
Compass Group
Man Group
Helical Bar
Homeserve
Tate & Lyle
TR Property Investment Trust
TR Property Investment Trust (Sigma shs)
Lafarge
Abengoa
Acciona
Iberdrola
Red El!ctrica
IFG Group PLC
Best Buy
Campbell Soup
Raytheon
ACS
Enag!s
T!cnicas Reunidas
Uni!n Fenosa
Pernod Ricard
Acerinox
Gas Natural


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Investing tips from the inventor of the index tracker -

Nugget #2: Asset allocation
Bogle is a firm advocate of asset allocation -- saying, as we've said here in recent days, that it makes sense to increase the proportion of bonds in your portfolio. Your bond position should equal your age, he argues, so that at age 65, your portfolio should be 65% bonds, 35% stocks, with the stock position continuing to go down as you get even older.
"What happens when you get older? You have got more money at stake, and you have got less time for the market to bail you out of your mistakes," he argues. "You are going to have to rely on investment income rather than human capital income to get by. All of which says 'bonds over stocks' as a more important position in the portfolio."

Nugget #4: Domestic investment vs. International
Bogle isn't a huge fan of international diversification. Western developed economies are too similar to the US, he argues: "They are run just like the United States; Europe is kind of sick. Japan is kind of sick."
If forced, he'd prefer a modicum of investment in emerging economies, but otherwise prefers to stay close to home. In the excerpt below, substitute "UK" for "US", and "pounds" for "dollars", and the argument is tantalisingly alluring.
"I have a home country bias because I earn my money in dollars, I spend my money in dollars," he notes. "The dollar is probably in for some trouble, but don't forget a weak dollar will create a lot of value for U.S. corporations. They will be doing more business abroad if the dollar is weak. So that should raise the value to at least some offsetting extent of the market cap of U.S. stocks in general because they do probably 40% of their business outside of the U.S., on average; the bigger companies certainly do."

I totally agree about western similarities and dangers from that, but also if dollar falls alot then america has some (unique) companies worth investing in like he says

[Deleted User]

I am bullish. Not bad for summer considering what we have been through. 2 dividends dropped into the account so have bought a penny stock (for once) EMED a copper mining co linked to RTO. Nice to see ukx over 4300 today

tonygee_3

Hi kittie,not much happening think everones watching the tennis!
Cant say Im tempted back in yet,hope EMED makes youre fortune:D

[Deleted User]

you never know. We all want the 10 bagger

sabretoothtigger

So long as the accounts add up, a copper mine doesnt sound a bad choice, how did you choose it.

Its half the size of the smallest company Ive been watching which is hyder, they do alot of consultancy work for welsh water so should be safe enough in theory but they also do work in dubai and the far east. They apparently go ex div end of july for 3% and cover of 8

emed looks alot more liquid then hyc so is probably a much better choice tbh


Recently discussed in the times -
http://business.timesonline.co.uk/tol/business/markets/article6459168.ece

tonygee_3

Been watching hyder also,have some WKP(mentioned in link)
Generally dont like property but London based so should rebound quicker,also Olympics,one of the first to do RI and address debt
Think we may have small rally soon but 2nd qtr earnings might be catalyst for retrace

tradetime

kittie wrote: »

I am bullish. Not bad for summer considering what we have been through.

Hehe, careful there Kittie, unfortunately so are Bloomberg, when the mouthpiece for the institutions cranks up the tempo on one side of the market or another, that's the time to be careful, and Bloomberg is choc full of green shoots now. Very light volume now in the US, in the summer doldrums, this week will be worse as it's approaching a long weekend. I think there's still too many people on the sidelines for a significant move down, they have to come in and be bled.

tonygee_3

I usually buy in to panic but you can get enticed in when theres a screen full of blue!
I looked over my recent buying patterns and found I bought a bit(against my trend)in early MAY
no doubt bouyed by market euphoria,as it happened this was the peak of the rally,fortunately I bought 'laggers' that made money.
The time to buy is when it seems the end of the world is nigh(early March)

[Deleted User]

I saw emed mentioned somewhere and looked at the graph and didn`t hesitate. Lovely potential. i also saw this on mam news

'The permit application process is progressing well and now the Company turns to environmental aspects. We are pleased that studies show that the condition of the Rio Tinto Mine site will be improved significantly by implementing our polices and plans.
'Once the permitting process is formally completed, we will establish the production management teams and workforce recruitment procedures and seek shareholder and financier approvals.'


and I liked the idea of LOTS of shares for 2k as that what I had in the pot