UK Stockmarket 2009 and beyond

blinko

Robie wrote: »

Now, that the markets are down & I am losing money on my ISA funds. :mad:

What funds/area to invest in while the market is down to make up for the loss in other funds. :j

the only thing you can do is

1.head to defensives
2.short stocks or you can hedge in a price by shorting
3. simply hold and wait for the markets to recover

i adbvise number 3, i think things will turn around in about 3 months time

Thrugelmir

blinko wrote: »

3. simply hold and wait for the markets to recover

i adbvise number 3, i think things will turn around in about 3 months time

I will continue to add to existing holdings, as I've done every month in some form for many years. Why wait for markets to recover? Investing in Companies is about the Companies themselves not events which have little to no direct impact on them.

sabretoothtigger

^^ Good strategy, so long as the base case is still good scaling works


Bought back some Hyder, down on no bad news that i've read except they are subject to middle east risk


Looking at CAZA which I own a bit of through junior oils fund. down like 40% on a dry well. This was always possible but typical extreme rubberband share price I guess

Looking for ongoing and previous success to justify a possible still positive longer term chart





POG to thrive, raises its reserves. I would not have rated it over Centamin last year, always surprising how these things go :

http://www.telegraph.co.uk/finance/markets/questor/8398965/Questor-share-tip-Petropavlovsk-ups-its-reserves.html

JamesU

worldtraveller wrote: »

By 0941 GMT, the FTSE 100 .FTSE fell 27.72 points or 0.5 percent at 5,817.57.
The index is down 2.5 percent on the week, with investor confidence dented by euro zone debt concerns, spreading political unrest in the Middle East and North Africa and economic worries in China and the United States.

London's blue chips tested the 50 percent Fibonacci retracement level of 5,812, from the Nov. 30 low to the late February high.

I'm frankly surprised that the index hasn't gone further south recently. Buying has generally continued strongly, largely shrugging off bad news. Maybe the very recent events will be a catalyst for a definitive change in direction?

Maybe this will be a catalyst:

Portugal calls for EU financial bail-out
http://www.bbc.co.uk/news/business-12993318

JamesU

lvader

I really don't think the markets or the ECB give 2 hoots about Portugal. Having turned down cuts I doubt the ECB which is very much controlled by Germany now will be in any hurry to help them out unless they change tune regarding cuts very quickly

StevieJ

I sold half my RDSB holding a week or two ago at £22.70 and I am now stuck with the cash in my ISA plus the new added cash. I am itching to buy into some new stock and was looking at Glaxo/AstraZeneca/S&S/National grid but they have all increased while I have been dithering , my theme was basically either safe utility or LargeCap selling into Asia or EM's. Anyone got any other good ideas/themes I could look at? I also have some space in my H&L fund portfolio after selling a number of funds to take advantage of Capital Gains allowance, I bought back Asia/EM's but didn't buy back commodities, I am looking at a specific Latin American fund at the moment or maybe global infrastructure, any ideas?

Thrugelmir

European blue chip companies with global exposure offer good yields.

StevieJ

Thrugelmir wrote: »

European blue chip companies with global exposure offer good yields.

Yes, that I have been looking at, any specifics?

Old_Slaphead

StevieJ wrote: »

I sold half my RDSB holding a week or two ago at £22.70 and I am now stuck with the cash in my ISA plus the new added cash. I am itching to buy into some new stock and was looking at Glaxo/AstraZeneca/S&S/National grid but they have all increased while I have been dithering , my theme was basically either safe utility or LargeCap selling into Asia or EM's. Anyone got any other good ideas/themes I could look at? I also have some space in my H&L fund portfolio after selling a number of funds to take advantage of Capital Gains allowance, I bought back Asia/EM's but didn't buy back commodities, I am looking at a specific Latin American fund at the moment or maybe global infrastructure, any ideas?

Steve are you, being a follower of Art Strat Assets - tempted by the new Global Energy offering?

StevieJ

Old_Slaphead wrote: »

Steve are you, being a follower of Art Strat Assets - tempted by the new Global Energy offering?

No, not at the moment, it seems a knee jerk responding to the current high oil price, besides I still have quite a few Shell shares.