UK Stockmarket 2009 and beyond

sabretoothtigger

A very questionable share You got unlucky, that was the only time they rose this year


STY looks bloody awful unless you like ski slopes. Sometimes its better to wait till after results before considering a buy. Unless you have some good reason to doubt the market accuracy



Roubini talks through the side effects of the economys early recovery and the several reasons why it may create its own drawbacks

Another reason to fear a double-dip recession is that oil, energy and food prices are now rising faster than economic fundamentals warrant, and could be driven higher by excessive liquidity chasing assets and by speculative demand. Last year, oil at $145 a barrel was a tipping point for the global economy, as it created negative terms of trade and a disposable income shock for oil importing economies. The global economy could not withstand another contractionary shock if similar speculation drives oil rapidly towards $100 a barrel.

http://www.ft.com/cms/s/90227fdc-900d-11de-bc59-00144feabdc0,Authorised=false.html?_i_location=http%3A%2F%2Fwww.ft.com%2Fcms%2Fs%2F0%2F90227fdc-900d-11de-bc59-00144feabdc0.html&_i_referer=http%3A%2F%2Ftwitter.com%2F

http://!!!!!!/38AI3



On the positive side, shares can do better then an economy in general apparently

Legendary professional investor, Sir John Templeton, who began his investment career in the black days of the 1930s stated, “Bull markets are born on pessimism, growth on scepticism, mature on optimism and die on euphoria.” Do you detect optimism and euphoria right now? I don’t.

http://www.telegraph.co.uk/finance/personalfinance/investing/6082549/More-reasons-for-stock-market-optimism.html

Six months ago, a survey showed experienced investors had the highest ever levels of cash on the sidelines at 45pc. That compares with the record lows of 11pc cash in the late 1990s just before the dotcom bubble burst. History tells us low cash equals euphoria, and high cash extreme pessimism.
Two weeks ago, the cash levels had fallen to 25pc

[FONT=Georgia, Times New Roman, Times, serif]Oil and gas prices take divergent paths [/FONT] [FONT=Arial, Helvetica, sans-serif]The relationship between the front-month prices for the two energy commodities jumped to the widest since early 1990,
[FONT=Arial, Helvetica, sans-serif]http://link.ft.com/r/YIQXNN/VSDLD/S1JR0/DO7QB/OD68J/RF/h[/FONT] [/FONT]

robmcdougal90

i think STY will hit the 50p mark in the next week and possibly go from there, there was a price change a few months ago and this was dealing a lot higher. There are a lot of orders for shop fittings and a good recovery stock. I will hold and see what happens, thanks for previous input.
Any other shares that people think will come good?

StevieJ

The Baltic dry exchange often seen as predictor of markets, is it still useful? A good article pointing out that since 2003 it seems to have lost something.

http://74.205.65.105/features-and-interviews/1724-rethinking-the-baltic-dry.html

uk_steve

sold LCG today made £95
this was 1 stock i purchased on May 15th it has allways been in minus figures much as -£400

today i am happy to say i sold with some profit

i have 1 stock left now its showing a minus still is E2V
(purchase price of £3k, *58p a share*)




i did buy a couple of in and outs over the last week and made another £279

HTT purchased £1500 21st sold 25th
SAM purchased £1500 25th sold today 26th

uk_steve

i have all my set limits set up for the next 60 days so i be less active now on stocks and shares

so lets see what happens with the stock market

did i jump off to early,or did i do it before the backturn

time will tell now;)

either way i am happy with what i done this year :beer:
he!he! i mean 5 mths really


speak soon from Steve:j

tonygee_3

Good going Steve,
No rush to dive back in,opportunities ahead for those with cash.
E2V is paralysed awaiting RI methinks
Just Bought IOG,small stakes,dont normally go for tiddlers but sensing vibes on this one.
Best of Luck to all

tonygee_3

Thanks for drawing my attention to LCG,looks interesting
Same to Rob,STY has plenty upsides
Put em on my watchlist

sabretoothtigger

Where abouts do IOG operate. I dont really go for these small oil things, I dont understand the odds but if I did I'd opt for something in Iraq and northern Iraq.
I've heard brazil could be good for new discoveries also but I figure they'd have acess to normal investment available anyhow


Fantasy share dealing - http://bullbearings.co.uk/index.php

Seems fairly simple to use and though its not much different to a watchlist of stuff. It could be useful practise in balancing a portfolio maybe
They give 400k virtual spending money so multiply any investment you make on there by the ratio that compares to your real spending limit, this will help make it more realistic and worthwhile imo
Also they discuss a new stock each week, so far each has been in mining

tonygee_3

Dont think youll make much wonga on Fantasy/Virtual portfolio Sabre
Bought CRND,again small stakes,might be turning a corner?
Im a sucker for unloved stocks and if Gold does rocket should do ok

sabretoothtigger

It might improve technique or confidence which would help make money when really dealing
Someone talked about paired trade, that could be tried out to see if it actually worked Otherwise I agree its not the same hence why I wouldnt usually bother but I might stick a few maybe/if stocks in there as it doesnt take much effort and I'd prove to myself consistency in my guesses

Latest stock they were recommending on there was SLV.L which is a platinum miner, didnt really convince me anyhow


CRND looks like it last did well in Feb with gold high in £. Since the pound is maybe trending weaker its not a bad time to send money abroad or into commoditys I figure, even without the gold spike argument


SPY is well below its pivot like yesterday, so its a flat market at best I think. Shanghai is threatening to ruin the party

The share price of WPP recovered a little on Thursday from the battering it received following Wednesday’s sub-par results, but Citigroup reckons shareholders in the advertising giant should brace themselves for more pain.

Echoing the view expressed earlier this week by Jefferies International, Citi warned that the advertising sector is likely to be one of the last to recover from the recession, and next year’s results are likely to make gloomy reading.

The shares are up by around one-sixth over the last month and Citi recommends banking profits.

Might be nice at a better price I think, the ex div date is 7th Oct? but I need to double check that. By then the ratio of prospects to price might be a bit more realistic.
They are still over 15% up from when I first thought of them

Profits attributable to share owners fell by 47.9% to £108.4 million from £208.2 million.

Diluted headline earnings per share fell by 40.8% to 12.9p from 21.8p. In constant currencies, earnings per share on the same basis fell by 51.0%. Diluted reported earnings per share fell by 50.6% to 8.8p and fell 60.1% in constant currencies.

The Board declares a maintained first interim ordinary dividend of 5.19p per share. The record date for this first interim dividend is 9 October 2009, payable on 9 November 2009.

WPP Annual General Meeting 2009 - WPP