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Debate House Prices


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Comments

  • StevieJ
    StevieJ Posts: 20,174 Forumite
    Part of the Furniture 10,000 Posts Combo Breaker
    DiggerUK wrote: »
    It appears that the "recovery" is coming in the shape of a WC.

    By analysing most of the recent increases in dividend payments, it becomes clear that it is only massive cost cutting exercises that have upped the dividends.

    Higher profits from increased company revenues are not what is happening.
    The possibility that firms can keep dividends rising by cost cutting has it's limits.

    That is all this rally is based on at the moment, what happens when there is no more fat to trim from a company?

    This cat was anorexic before it was bounced.

    The UK market is driven by the US markets, so far I think that three quarters of firms reporting in the US have beaten analysts forcasts :T
    'Just think for a moment what a prospect that is. A single market without barriers visible or invisible giving you direct and unhindered access to the purchasing power of over 300 million of the worlds wealthiest and most prosperous people' Margaret Thatcher
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Some big companies reporting half year results this week. So FTSE bound to fall!
  • StevieJ
    StevieJ Posts: 20,174 Forumite
    Part of the Furniture 10,000 Posts Combo Breaker
    Thrugelmir wrote: »
    Some big companies reporting half year results this week. So FTSE bound to fall!

    Depends on expectations.
    'Just think for a moment what a prospect that is. A single market without barriers visible or invisible giving you direct and unhindered access to the purchasing power of over 300 million of the worlds wealthiest and most prosperous people' Margaret Thatcher
  • nearlynew
    nearlynew Posts: 3,800 Forumite
    Short property and anything to do with discretionary spending.

    Long anything that matters*.

    It's been the same for a while now and I can't see anything changing.



    I know property "matters", but you know what I mean.
    "The problem with quotes on the internet is that you never know whether they are genuine or not" -
    Albert Einstein
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    StevieJ wrote: »
    Depends on expectations.

    And on whether dividends are held, cut or increased.
  • DiggerUK
    DiggerUK Posts: 4,992 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    StevieJ wrote: »
    The UK market is driven by the US markets, so far I think that three quarters of firms reporting in the US have beaten analysts forcasts :T

    The upbeat returns that have got the markets excited have nothing to do with green shoots.

    They were headline grabbing until the details were gone into.
    The first one that caught my attention was Caterpillar.
    Once you analysed what had happened it turned out not to have been due to higher sales volumes. In fact future sales increases are doubted.
    http://www.reuters.com/article/reutersEdge/idUSTRE56N4GZ20090724

    UK markets are driven as much by the European markets as the US markets. At the moment it seems like the helpless driving the hopeless.
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