Whats your share shopping list for this volatile market?

rickypatel89

In fact I only have enough cash to purchase 4 of the shares above, but I'm not too sure which one to remove, could anyone give me any opinions or help, Thanks. Looking at it, I think it's out of M&S and Tesco, as they're both retailers, and I'm more inclined to remove M&S.

rickypatel89

Anyone got any ideas?

gadgetmind

rickypatel89 wrote: »

Anyone got any ideas?

It depends on your goals and timescale. For long term divis, Tescos is better, but you also want to hold ARM, which has never paid a divi.

I hold high yield equities, tech shares, ITs, bank prefs, and (still!) a few funds, but I hold them all for different reasons.

atush

My ideas are good blue chip shares paying good stabile divis, followed by pharma, miners, oil etc that will have support/prospects in any downturn, and emerging markets and other euities not so reliant on the Euro markets.

Ark_Welder

rickypatel89 wrote: »

I have been invested Invesco Perpentual Income fund, and this is invested in a wide range of UK Companies, I'm looking for shares which are not covered by this fund. Also I'm planning to go into the JPM Natural Resources Fund, so hopefully that will cover me for the miners and oil companies.

Three questions:

1) Why does the IPI fund not hold those shares?
2) What will you do if the fund does buy into those shares?
3) What do you feel buying those shares will give you that the IPI fund does not?

OK, only the manager can answer the first, but perhaps its something to think on. Is ARM not held by the Henderson fund? If not then the same question could apply.

rickypatel89

I'm looking at the the Aviva shares, and not too sure which is the correct one:

Aviva plc 8 3/8% !!! Irrd Pref GBP1 (AV.B)

Aviva plc 8 3/4% !!! Irrd Prf GBP1 (AV.A)
Aviva plc Ordinary 25p (AV.)

I'm assuming the first two are preference shares?

atush

The AVIVA shares I hold are the ordinaries, the others are preference shares I think.

gadgetmind

rickypatel89 wrote: »

I'm assuming the first two are preference shares?

Yup, first two are preference shares. Do your research before considering these.

zildjian

I just sold my ARM shares the other day. Im sure i saw someone report that the months up till xmas is tech season in which most tech shares are trading higher than usual. So might be worth waiting on ARM.

gadgetmind

zildjian wrote: »

I just sold my ARM shares the other day. Im sure i saw someone report that the months up till xmas is tech season in which most tech shares are trading higher than usual. So might be worth waiting on ARM.

Companies like ARM get income from licencing and royalties. They get the former 2-3 years before the product hits market and the latter 1-2 quarters after each individual chip gets shipped.

Any link between share price and xmas is down to sentiment rather than fundamentals.