UK Stockmarket 2009 and beyond

[Deleted User]

clairbear wrote: »

I am suprised that if you buy stable/yielding shares they are markedly cheaper Today.Personally I would have waited as a decent pullback due or hedged them therefore no requirement to keep buying/selling.Best of Luck clairbear

They did have a good pullback, hence the limit buys kicked in. Buy and hold is all well and good but it is also important to keep a good eye on world affairs and ukx. That is how to increase portfolio capital rather than via yield. It all adds up. Support and resistance are fundamental

edit 26th : have now cancelled all 11 limit buys and have orders in to sell my 4 recent purchases to wrap up their profits. All will take place on open, I usually wait until later in the day. Will get much lower prices in the future for limits and will stay in cash until then. Tin hat time

and done, all 4 in profit and nice for just 5 days of holding. I breathe a sigh of relief. Nice to be out of stockmarket just now, will sit on the sidelines and watch while shtf

sabretoothtigger

:laugh: sounds very bearish and/or messy

After sterling has fallen so much its not a bad time to take it and hope it breaks its own trend of falling.

I seem to notice this more with funds in my SIPP but a rising sterling generally sucks the life out of what might be decent gains and vice versa

I dont like holding cash but generally have been upping stops on things if theres profits to take.

Barc sell at 330 was a good place but I still hold some after previous sales
I bought BP and Amara gold recently and Heritage as they all reasonably cheap vs cashflow.

I think Fresnillo is possibly a buy at 1500 as this has often been a weekly low price and gold might be turning around here. However gold often threatens to go up, before once again disappointing

So as Im already overweight on 'anti-cash' prospects I'll wait to see if Fres can get to 1430 or so, its not a bargain yet

sabretoothtigger

About time this thing moved, I thought it was dead/diluted but apparently not.

A government license is that important :eek: unfortunately Ive lost track of what this might be worth. Hope it makes 20p I bought at 3p last Sept but also much higher

[URL="https://www.google.co.uk/finance?authuser=0&q=skr&hl=en&ei=XGsvUfj7HY3CwAOJCQ"][IMG]http://i.imgur.com/HKkrFbQ.png[/IMG][/URL]



















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Its relative to SXX but come close to complete insolvency

clairbear_3

very messy indeed sabre I think its referred to as 'distribution' for what its worth I continue to hold(high yields) but buy VIX when it drops to 12-13 much better than buying selling rebuying less stressful (for me anyway)

coastline

All time highs are near in the USA...this article suggests if we reach then theres more to come....10% or more..

https://marketfy.com/product/daily-decisions/blog/94/view/7679/

sabretoothtigger

All speculation, this guy suggest that continually low stock prices are most profitable. He has a point!

Dividend reinvestment calculator - http://www.buyupside.com/calculators/dividendreinvestmentdec07.htm


If stocks or just one stock even goes up too much. I feel I have to sell some or I could have a problem when they do the reverse and stay too low for longer then Im comfortable with (ie cashflow)

buy VIX when it drops to 12-13

Its not looking great at present but I prefer gold to vix. VIX relys on company integrity and whatever happened to MF global mess, etc They reneged on contracts as might vix or CBOE one day I guess

SAN FRANCISCO (MarketWatch) -- In his annual shareholder letter Friday, famed investor Warren Buffett of Berkshire Hathaway BRK.A +0.10% BRK.B -0.11% went straight to the bad news. Despite Berkshire's book-value rising 14.4% in 2012, he deemed it a subpar performance. "For the ninth time in 48 years, Berkshire's percentage increase in book value was less than the S&P's percentage gain (a calculation that includes dividends as well as price appreciation)." He went on to say another disappointment was his inability to do a major acquisition. "I pursued a couple of elephants, but came up empty-handed," he wrote. Buffett said Todd Combs and Ted Weschler, who Buffett brought on board to handle more of Berkshire's stock picks, each outperformed the S&P 500 by double-digit margins last year. "They left me in the dust as well," Buffett wrote. Their reward: The size of the funds they managed were bumped up to almost $5 billion dollars. Buffett also said he doesn't expect the U.S. economy to tank this year.

http://www.marketwatch.com/story/buffett-calls-berkshires-2012-returns-subpar-2013-03-01?siteid=bnbh

clairbear_3

Sabre... when markets go down the VIX goes up(ideal leveraged hedge) this isnt true of gold(look at 2008 crash).Whether you have paper gold or are paying someone to look after your physical or you keep gold at home..it can always be stolen.

gadgetmind

sabretoothtigger wrote: »

All speculation, this guy suggest that continually low stock prices are most profitable. He has a point!

Absolutely! There are very few scenarios where high equity prices help anyone so PLEASE can we stop this silliness and get the FTSE down to (say) 5000. Thanks.

coastline

All to do with cycles in this video....looks like hes had a look at my post on page 177..;)

http://www.investorschronicle.co.uk/2013/03/04/comment/the-trader/video-stocks-next-mega-bull-market-Egf2ZdBaH06W71SKoPsHTN/article.html

https://forums.moneysavingexpert.com/discussion/1627083

sabretoothtigger

Cycles or herds of sheep :laugh:

I took back the ABG I sold at 4.47 for 2.40
That would be smart if I had sold all but anyhow I think this whole gold sell off thing is getting a bit OTT
Its disproportionate to the actual gold price anyway

Especially for POG who hedged their sales at 1600 and just receiving 238m for their Shanghai floated IRC, thats half their market cap now.
Nearing 5% yield presuming thats not squeezed but I dont think so. I added a bit at 2.48 also

Sold some Enquest

I sold CREE, then they gone up a 1/5 on possibly amazing new sales futures in replacing all lightbulbs with LED
100 PE ? :eek:

Aggrecko just recovered their lost price, should have added them when I could

I tried to short SP500 but its really not doing it even with Dollar rising