UK Stockmarket 2009 and beyond

turbobob

cloud_dog wrote: »

Anyone else 'climbing the wall of worry'????

Despite only being 50% invested for the last three(ish) months my portfolio now exceeds the high set last June(ish).

Logic dictates that the strength we've see recently must(?) reduce at some point.

This is where the psychology of investing comes to the fore; I am currently torn between increasing my exposure and liquidating completely - not a good place to be in.

I think there has been fairly low trading volumes for a few months now, but I expect it to increase in September. I think the future direction should become clearer then. It might be reasonable to wait for confirmation of direction when volume picks up before increasing your exposure. In an upward trending market, upward moves followed by periods of consolidation, or retracements of the move are normal. I think the basic rule is that the trend remains intact unless proven otherwise. This is quite a good read about this which might be helpful http://stockcharts.com/school/doku.php?id=chart_school:market_analysis:dow_theory

cloud_dog

brookedeng wrote: »

Christmas Decoration, Handing Ornament, Snowflakes, Drops, Light Pendant, Acrylic Gift Manufacture.
[EMAIL="dengsea@gmail.com"][/EMAIL]

I thought these were new charting patterns I hadn't heard of

cloud_dog

sabretoothtigger wrote: »

...I dont buy the V shape recovery argument and alot of the share graphs look this way.

Snap

sabretoothtigger wrote: »

50% sounds ok to me tbh, I dont really support selling everything

Yeah, I know but......

sabretoothtigger wrote: »

....being on the side of commoditys seems obvious rather then companies which rely on manipulation of them.

Snap. A lot of the commodity rise has been based on China and the question has to be asked, how long can the commodities rise/bounce last - how long will that China demand remain (in the short term).

I suppose the point we are at in the markets is what makes the markets, i.e. some feel it will continue to rise (short term) and some expect an imminent pull-back and then a rise in to mid/late Autumn.

Decisions, decisions, decisions.........

uk_steve

sabretoothtigger after reading more about UU i have just purchased 3k worth of shares @ 4.33303

i think its something i would like on my portfolio for the long run ;-)

JonnyBravo

Sold half my EMED today.

50% up. :j


Now looking for my next big thing...... (aren't we all).

uk_steve

just been reading this

http://www.fsponline-recommends.co.uk/page.aspx?u=mwkrally1&tc=LMYKK801&PromotionID=2147066252&

could scare the life out of you:eek:

uk_steve

JonnyBravo wrote: »

Sold half my EMED today.

50% up. :j


Now looking for my next big thing...... (aren't we all).

very nice:beer:

cant get that with a bank savings account:T 50% profit

unless you wait for 8 years thats if the bank is still around;)

JonnyBravo

uk_steve wrote: »

very nice:beer:

cant get that with a bank savings account:T 50% profit

unless you wait for 8 years thats if the bank is still around;)

Indeed.

I'm buying back in the mrs name on weakness (my CGT allowance for the year is now gone) and selling the other half on further rises...... quite how much of a rise I'm not sure yet.....

:beer:

sabretoothtigger

uk_steve wrote: »

just been reading this

http://www.fsponline-recommends.co.uk/page.aspx?u=mwkrally1&tc=LMYKK801&PromotionID=2147066252&

could scare the life out of you:eek:

That looks suspiciously like a advsfn advert. House prices wont half while the currency is weak imo, they might both fall in worth but I'd go with the house then just cash right now

how long can the commodities rise

commoditys might fall but the base worth stays the same whatever the price tag I guess. Just need to be hopeful the company can actually survive long enough to benefit from any rise back.
I think we've seen that the various commodity prices dont stay underwater that long even if they dont reach highs either



I dont know about UU. Haven't read much, I wonder why a utility would be so 'cheap' (current pe is high but forecast is low), nice dividend I think too. In a sideways market certain shares should develop a premium for their perceived safety but people have dropped this since year start
Low div cover is not fab, what did they spend their money on but low beta means they are boring I guess
Nice rise today on them

23/09/09 10:00 Trading statement Trading statement [pre-close]

Their eps halved and then is forecast to return to normal next march, so thats the bet I guess. why did it half though, worries about the regulator. Seems a reasonable share to hold maybe

United Utilities shares are yielding 7.2% and trading on a March 2011 earnings multiple of 10.2 times. Water companies have been hit by concerns that regulator Ofwat's review of pricing and investment for the 2010-2015 period would be tough.

The draft determination was released on Thursday and the price rises allowed are not as good as the best-case scenario, but they are not a disaster. In effect, the ruling should work out as moderate price cuts for consumers in real terms.

If the final determination is not moved higher, there will be hard decision about future investments and dividends, but the Telegraph does not believe United's payouts will be slashed significantly. Even if they are trimmed, the yield will still be worth having. Buy says the Sunday Telegraph.

The sp500 just pushed past its pivot point, is this a positive day after all then. This is a gap fill market day, think I need to look that one up, not sure what it implies happens next





I was looking at Rex last night and it seems 260 was a reasonable price to sell just going on previous prices. If we divide the present price by rights ratio we come to 400 which is a significant point in the past valuation of this company. (not quite sure if this makes sense exactly but whatever :laugh:)

I just realised the graph has been bouncing off this point for a while now which is a more then reasonable cue to take some profits at, yesterday was the day to do that really though. Anticipation is everything

Analyst: Market underappreciates Intel's prospects

Credit Suisse analyst says market underappreciates Intel's growth prospects

• On Wednesday August 19, 2009, 12:20 pm EDT

• Buzz up! 0
• Print

• Companies:
  
  
  • Intel Corporation

NEW YORK (AP) -- A Credit Suisse analyst said Wednesday after meeting with Intel Corp. that the market "continues to underappreciate" the chip maker's short and longer term growth prospects and profitability.
John W. Pitzer, who rates Intel "Outperform," said the company seems to be on the cusp of getting back into growth. In July, the company posted better-than-expected quarterly results, indicating that demand for chips is improving.
The analyst expects strong gross margins, and said pricing on the company's Atom chips over the next several quarters "will be more benign and geared at driving price elasticity and profit growth."
Atom is Intel's first microprocessor for "netbooks," which are mini-laptops that do less than regular laptops, but are very popular because they also cost less.
Pitzer did not change his estimates and kept his target price at $22.
Shares of Santa Clara, Calif.-based Intel rose 9 cents to $18.86 in midday trading.

Same might be true of cisco but thats harder to say

[Deleted User]

uk Steve, my buy targets are still in place too. I just checked on each graph and will not be changing any of them. Got to be patient just now and am treading water. Two divis plopped in and a bit of a rise in the portfolio but I am not in gambling mood so it suits me

Jonny well done

It looks as though there is going to be a £ sell off and that isn`t going to do much for confidence. I did buy euros a couple of weeks ago and am happy storing them when they arrive in autumn