Last Share you Bought?

srcandas

Malcnascar wrote: »

How do you highlight a previous post please?

Click quote and not edit and the tags will be there. Simply copy them if you want to divide the text up. HTH :beer:

sabretoothtigger

F&C go ex this wed. Interesting little funds they run, not for me but all those little hidden gems could be very profitable I imagine. They must exercise alot of skill to ascertain value on all those enterprises

Less sure about Vodaphone. They seem to be struggling with increasing competition and huge licensing costs. I think past level of dividends are unsustainable without a miracle.

They got gazillions in cash coming from Verizon, it can be a bit lumpy paying out divs to them though. Biggest concern is India ?


BHP > RIO
reports Wed

The drilling of 30km should be nearly done by now and the resultant upgrade could see a doubling of resource.
There have been unconfirmed reports of a main market listing and dividends at the end of this year.

Sounds good and not really factored in, still. Should stay above 40 if bullish

Jegersmart wrote: »

ENRC actually, at 339p. One for the medium term possibly.

I got them in Dec, stupidly cheap without a good reason arriving soon they must rise otherwise.
Actually I already had them because KAZ own a quarter and KAZ in turn are owned 25% by the government.
KAZ seems to own just about everything though mostly copper, also too cheap but ex USSR I guess it figures.

Same guy running the country for decades but no one cares apparently except fund managers who would surely buy more if it was a 'real' private company

Miner Eurasian Natural Resources Corporation was the biggest blue-chip riser with a gain of 11.4 to 334p.
Worries over ENRC’s debt levels had weighed on the shares at the end of last year, after the group announced it was purchasing the remainder of its Congolese joint venture for $550m (£342.4m).
However, analysts at Credit Suisse today gave a lift to the stock by arguing that ENRC’s “acquisition run” was now over and the company could even make small disposals. That prompted them to raise their recommendation to “outperform” from “neutral”. The shares are now up 17.6pc since the start of the year, a gain that one trader attributed to takeover speculation, talk that others in the market had not heard.

cashbackproblems

Some good suggestions in this thread!!

I have a small amount to invest (risk not too big issue), cant decide whether to top up VOD/SXX, or buy into BP, CEY, Sainsburys!?

blinko

sabretoothtigger wrote: »

F&C go ex this wed. Interesting little funds they run, not for me but all those little hidden gems could be very profitable I imagine. They must exercise alot of skill to ascertain value on all those enterprises




They got gazillions in cash coming from Verizon, it can be a bit lumpy paying out divs to them though. Biggest concern is India ?


BHP > RIO
reports Wed



Sounds good and not really factored in, still. Should stay above 40 if bullish



I got them in Dec, stupidly cheap without a good reason arriving soon they must rise otherwise.
Actually I already had them because KAZ own a quarter and KAZ in turn are owned 25% by the government.
KAZ seems to own just about everything though mostly copper, also too cheap but ex USSR I guess it figures.

Same guy running the country for decades but no one cares apparently except fund managers who would surely buy more if it was a 'real' private company

Agreed on Vodafone - HUGE amounts of cash and Verizon finally paying HUGE dividends for them.

As above aswell Tax argument with Indian authorities posts a shadow, but I do not think that will be as bad as it sounds.

I think voda's biggest problem is where is the growth going to come from?

cashbackproblems

Which is a better ftse investment out of Vod/Shell/BP (any more suggestions)?

I think i am going to top up sxx and maybe Shell (i already hold Vod so could add to that..?)

sabretoothtigger

Just buy the FTSE, those 3 plus hsbc are basically where half of your money goes. None of them are bad

Check out these figures, heck of a lot of gear

Verizon sold 9.8 million smartphones in the December quarter, including 6.2 million iPhone units, which were modestly above the firm's 5.6 million iPhone estimate.

http://www.streetinsider.com/Analyst+Comments/Apple+%28AAPL%29+Verizon+Numbers+Better-Than-Expected%2C+But+Mix+a+Concern+-+BMO/8022491.html

Was looking at Wood group today

srcandas

Just topped up on Avocet - is that a glint of gold there??

And am adding Vod possibly tomorrow to BP, Severn Trent and Glaxo in my divi portfolio. I reckon Vodafone growth will come from EM and they have had time to understand Spain and friends (even poor unemployed use phones - cheap phones but phones ).

Still have £2000 for a couple of penny share mines if anyone has any new ones in mind? :beer:

rich11

sabretoothtigger wrote: »

F&C go ex this wed. Interesting little funds they run, not for me but all those little hidden gems could be very profitable I imagine. They must exercise alot of skill to ascertain value on all those enterprises


Is their a website that shows company's ex-div dates?

srcandas

Just jumped in on VOD

In general there seems lots of mixed news at the mo. Europe through the worst! Portugal reentering bond market. China hard landing or not? Africa the new Asia. Roaring inflation. Devaluation of pound. US cliff, ..................

And "moving bonds to divis a non brainer". Well if that is true I guess upward pressure on big divi players.

Overall I'm bullish for the coming year --- I think

Keep the suggestions coming guys and gals. Still got some cash :beer:

cashbackproblems

srcandas wrote: »

Just jumped in on VOD

In general there seems lots of mixed news at the mo. Europe through the worst! Portugal reentering bond market. China hard landing or not? Africa the new Asia. Roaring inflation. Devaluation of pound. US cliff, ..................

And "moving bonds to divis a non brainer". Well if that is true I guess upward pressure on big divi players.

Overall I'm bullish for the coming year --- I think

Keep the suggestions coming guys and gals. Still got some cash :beer:

Sirius Exploration you cant go wrong if your prepared to hold it is a guarenteed £1+, they are mining Potash in Yorkshire and own land in Dakota. DYOR