The next big thing

padington

Any other specific companies or markets you think are looking really interesting, what about the 3d printer market ? or Stem cell research firms ?

padington

Any other ideas folks ?

Loughton_Monkey

padington wrote: »

... what about the 3d printer market ?

I know printers are getting cheaper, but unlikely to get down to a threepenny bit. Besides, we decimalised in 1971.

Anyone know any good pre-fab makers? Saw a short documentary about one of the last post-war 'pre-fab' estates that were due to come down. Now all the locals are whinging and refusing to move out! I've seen all these 'mobile homes' where sales are absolutely booming - bought by CHAVS who forgot to contribute to pension, but did buy their council house. Only way to get the equity is to sell up, buy a mobile home, and go and live on a park in a shell suit.

These are the obvious solution to 'Social Housing' [Only temporary of course!]

diable

whatyadoinsucka wrote: »

I'm thinking commissions based companies, every click and purchase on the internet these days is charging 2-15%
not sure how to convert this idea into companies to invest in.. Google !

Pay Per Click is the way to go.............

taking_stock

my best bet (and half my money) is on Russia. current P/E is half that of the other BRIC countries, politically stable (relatively), rich in natural resources, particularly energy and there'll be a lift with the world cup etc.
as to how to buy into it, either JPM Russian (JRS) as an investment trust (ie ordinary shares) or through the Neptune Russia and Greater Russia OEIC (unit trust).

diable

taking_stock wrote: »

my best bet (and half my money) is on Russia. current P/E is half that of the other BRIC countries, politically stable (relatively), rich in natural resources, particularly energy and there'll be a lift with the world cup etc.
as to how to buy into it, either JPM Russian (JRS) as an investment trust (ie ordinary shares) or through the Neptune Russia and Greater Russia OEIC (unit trust).

I can feel my fingers burnt already...........

oliversw

I also like the look of russia, I'm very tempted to buy into neptune

Kohoutek

taking_stock wrote: »

my best bet (and half my money) is on Russia. current P/E is half that of the other BRIC countries.

Countries don't have price to earnings ratios....

Linton

Speaking as someone who did get into JPNat Res early (2003) and emerging markets at about the same time.......

I dont know.

I dont think there is one new big thing in the offing. Now is particularly the time for careful diversified portfolio management.


My bets are on the more established emerging markets, continuing with NR, technology, small companies, and for a small punt, property. Commercial property was very badly hit during 2007-2009 and could do well when/if the global economies fully recover.

taking_stock

diable wrote: »

I can feel my fingers burnt already...........

the question was about the next big thing - not the next 'steady as she goes', with-profits all-share tracker type passively managed sloth!!