UK Stockmarket 2009 and beyond

sabretoothtigger

They also went Ex div of course. I dont own any, I rebought BP and they plunged since! Have sold it alot also many times

Shell BG and BLT would be nice to pick up if gloom should continue. I feel it was a slight mistake to sell them but Ive reinvested the monies of course

KAZ and VED also not expensive ?

China raises rates for the billionth time, commodity fear is definitely possible

I got a FTSE tracker on the Japan quake low, its still slightly up. Are we ever going to get a proper sell off to 2009 lows, some shares reset but not most of them

VOD reports this week ,UK's biggest share

The Week Ahead
Date 	Name 	Type 	Reporting Date 	Turnover (m) 	Pre-tax Profit (m) 	EPS Adjusted 	Dividend
16-May-11 	Cranswick 	Final 	31-Mar-11 	£758.21 	+2% 	£46.75 	+7% 	71.49p 	+3% 	27.13p 	+8%
[B][COLOR="red"]17-May-11 	Vodafone Group 	Final 	31-Mar-11 	£45,468.28 	+2% 	£11,781.23 	+36% 	16.72p 	+4% 	8.92p 	+7%[/COLOR][/B]
17-May-11 	Babcock International Group 	Final 	31-Mar-11 	£2,898.24 	+53% 	£222.40 	+72% 	51.13p 	-0% 	19.04p 	+8%
18-May-11 	Land Securities Group 	Final 	31-Mar-11 	£597.71 	-28% 	£257.58 	-76% 	34.41p 	+1% 	28.19p 	+1%
18-May-11 	ICAP 	Final 	31-Mar-11 	£1,731.79 	+8% 	£352.94 	+43% 	39.23p 	+12% 	18.66p 	+6%
18-May-11 	Experian 	Final 	31-Mar-11 	£2,691.16 	-31% 	£578.77 	-12% 	43.37p 	-35% 	17.54p 	-24%
18-May-11 	Gable Holdings Inc. 	Final 	31-Dec-10 	£15.00 	+88% 	£2.50 	+63% 	2.00p 	+59% 	0.00p 	n/a
18-May-11 	UK Mail Group 	Final 	31-Mar-11 	£395.68 	+3% 	£15.99 	-10% 	20.70p 	-12% 	18.20p 	0%
19-May-11 	Invensys 	Final 	31-Mar-11 	£2,439.51 	+9% 	£221.07 	+24% 	21.55p 	+61% 	4.47p 	+49%
19-May-11 	SABMiller 	Final 	31-Mar-11 	£12,330.02 	-32% 	£2,365.87 	-19% 	117.19p 	-27% 	48.23p 	-29%
19-May-11 	Dairy Crest Group 	Final 	31-Mar-11 	£1,603.31 	-2% 	£85.00 	+9% 	45.53p 	+2% 	19.46p 	+3%
19-May-11 	Booker Group 	Final 	31-Mar-11 	£3,600.00 	+6% 	£65.92 	+15% 	3.54p 	+11% 	1.44p 	+14%
19-May-11 	Investec 	Final 	31-Mar-11 	£1,750.91 	-1% 	£478.53 	+17% 	48.77p 	+8% 	17.78p 	+11%
19-May-11 	National Grid 	Final 	31-Mar-11 	£15,146.85 	+8% 	£2,443.86 	+11% 	49.54p 	-14% 	36.57p 	-5%
20-May-11 	Scottish & Southern Energy 	Final 	31-Mar-11 	£21,465.90 	-0% 	£1,240.59 	-24% 	109.04p 	-1% 	74.88p 	+7%

Looking for Dollar index to top out around March highs I think and Oil to bottom at Feb prices. If it didnt stop there we may get that sell off

Goes without saying that is an opportunity



ANTO was a bad idea to buy. Worse is I could've sold without loss but I lacked the spur to act, its a fine line. Anyhow I like them long term


Only share Ive seen do well for me recently was AGK which I have once again sold (to buy STAN)


BT has a new head for the last couple years. Could they surpass 200p? I'd rather see these sold for TEF but most likely a hold


CNR is my favoured little miner.
They have JORC compliant resource estimate of 1 million troy ounces of gold. Now this sounds alot to me but the shareprice halved so the company is valued at 40m
They have to shift 4.72 tons of earth to reap 1 ounce of gold, that has to be costly maybe explaining the low value


I've been reducing my GKP I bought in March lows. Its been stoic recently which means it'll likely rise ? Its the easiest way for me to derisk my portfolio and distribute it to the bigger safe oil (who have divs also)

I hope it spikes up again before I have to sell it too much, will hold a tiny bit long term as I often do

sabretoothtigger

EMED rose 25% today but only in the context of dam awful performance previously.
The copper price was up today also and EMED had news of a permit.

I sold the EMED shares I bought recently near the days top just so I can spread the money elsewhere.

I sold because the news isnt anything new, no big deal. The bounce also fits the chart, all the lows of the last year fit to 10p being a relative bottom.
Since we have now halved the days gains, it might test that 10p again. Which I will aim to buy if I can



Condor back to 6p offer a share, Pretty much the year lows back again after they receive investment (at 9p a share) and positive drilling news. Looked at gold price to explain it and its very strong, had to buy more CNR unless theres something Im missing

Sold most of my commodities fund, held for 2 years. Its like smashing a piggy bank open. Plain commodities are not as valuable imo as the miners, so Im using the cash
Sold Cairn on its Iceland drilling news, again we already knew this. I dont want to sell Cairn or Aggreko but need to take profits, both deserve to do well for good reasons

Cairn will become the largest explorer on the FTSE (relatively), it should become volatile maybe the most extreme FTSE100 share there is. Wonder how that'll work out


Sold some BP sold GKP before they fell on good news :mad:
Reinvested PFC dividends, good trend on these ditto KAZ

Bought more POG. Dog of a share but not a terrible company?


I think BARC is good to buy as it bottoms out but also Lloyds . Will wait till friday to see, might miss out but lately it just gets worse

Looking for Dollar index to top out around March highs I think and Oil to bottom at Feb prices. If it didnt stop there we may get that sell off

We're in that area. Dollar is topping out slightly but now it needs to lose this last 7 days prices to show its done rallying. This would help all the shares mentioned above

ses6jwg

The time will come for GKP.

Market makes just mess with the price.

Look at the assets they have. Patience is all thats needed. The politics of the situation are gradually being resolved, inch by inch.

blinko

GKP Kozel is taking the !!!!, god knows whats going on over there but how he can pay himself 10m, joker. GKP cant break 160 regardless of news it seems.

Comodities taking a beating as of late, infact its definitely a shorters market, I have been scalping the FTSE and earning a few points here and there.

but really and truly nothing much is moving except down

and the FTSE doesnt really like 6000 or 6100 for definite so will be interesting to see what will happen when QE2 ends...

sabretoothtigger

10m is pretty hefty for a startup company but is he also an owner


Dont worry about QE2 ending, I think it has a pendulum effect in that it wont matter that they have stopped. The effects of what they have done will be with us for years.

If anything it will become more obvious afterwards then it was during what those effects are



The only way they can stop QE is to reverse everything they did, they cannot afford to do this. Whatever happens this is not the end, it is the beginning


Commodities > cash for sure, just so long as Global GDP is positive they need those commodities. Also even copper has been monetary at turbulent times in history

blinko

Well i think Qe2 will have an affect purely because the minute non farm payroll come on low or growth comes in low people will start panicing, in my opinion its all factored in but just like there was a spike when it was annouced i think there will be a dip when it is stopped

its just the crazy world of the stock market some days what barack obama has for lunch will change the markets direction on another day greece can defeault on its debt and no one cares.....

sabretoothtigger

On a human level panic is definitely possible but longer term QE2 sustains an effect so long as they fail to buy back the dollars they put into the market. They'd need to dispose of all those bought securities.

So weak money basically, oversupply is there with or without QE3



I was just looking at Cable & wireless worldwide. Seems a reasonable place to buy it, they go ex-div on Wednesday

Robbie Burns got some and I think he's right this time. I dont mind telecoms anyway, will get a tiny bit more of Telefonica/O2 also.
Chart is good, OBV is good. Volume on it has been rising, the overall market is down but I think I buy this


Is there any good reason not to buy ? Not sure how good their customer service is, Im looking at them as mostly backbone


Cisco at a new low, should have sold this one on brief rise and rebought now. Its at its 2009 gloomy pricing


Copper is back in fashion some so EMED might not go to 10p but will buy if it does. Dollar is weak again

sabretoothtigger

Remembered this Findel being mentioned here long ago, Questor does a video on them today. Very risky
http://www.telegraph.co.uk/finance/markets/questor/8568036/Questor-plus-Champion-returns.html

uk_steve wrote: »

this is my area :beer:

i am a holder of the following

Northgate i have great believe in this company

Findel i am a holder again (me and findel he!he!) i am 50 50 with this stock but i am going to let it run this time

Dollar was back up again this week, just the death throes I reckon. Bought VGM right at the end of week, extremely unpopular but interesting story its 31 PE
Gold will beat the dollar eventually and so VGM will (eventually) gain
See HER for a silver copper mining company

Thrugelmir

Struggling to find value currently as a contrarian investor myself.

Read an interesting article by Ted Scott head of Equity investment at F&C recently. In summary said that companies themselves would have to work far harder to generate both growth and profit. Without the access to cheap and easy funding in order to make acquisitions. Which has disguised the true trading performance of many companies in recent years.

At the moment I'm focusing on quality European companies (with global markets) that have reasonable dividend yields. Buy and hold strategy.

sabretoothtigger

Struggling to find value currently as a contrarian investor myself.

I think theres quite alot of value still available. We arent yet at a point where everything is 20 PE, theres alot of doubt for good reasons but some companies will do well anyway

I had to sell Hyder to raise some cash but that one is only 8 PE and I bet they keep doing well because most revenue is from countries with over 5% growth

http://www.fool.co.uk/news/investing/company-comment/2011/06/08/growth-and-value-available-at-a-discount.aspx

jump in pre-tax profits from £13.5m to 18.2m

HYC - Mkt cap 152.23M


Was looking to get back into Igindex again as their div is near 5% and I think they have a reasonable business model. Again thats Questor, related to LCG which steve had, that one is smaller & more value/growth



Good value now but when Greece defaults or whichever pillar of the economy collapses on their own stupidity - we are bound to have a sell off
Im partly waiting for that to improve prices of companies not reliant on western government and its bad debt/business ideas

Waiting for prices to go down has not been my best idea, selloffs like Japan quake are very brief really.

Look at Aggrecko recently, give people portable power which they cant do without and they do amazing. The world will keep demanding more like that otherwise they dont need 'us' anymore I think


I will edit this post to include cheap companies as I find them 10 PE & improving is cheap imo