Unilever and Vodafone Shares

A_Flock_Of_Sheep

Any opinions on the performance of these?

Read an article in the paper today at work can't remember which paper might have been the times. It said Vodafone shares could be worth having at the moment!

Unilever seem like steady climbers

And if you read this hello redbuzzard

le_loup

For someone who is just thinking of dipping into funds, you don't half jump to high risk in a hurry!

A_Flock_Of_Sheep

le_loup wrote: »

for someone who is just thinking of dipping into funds, you don't half jump to high risk in a hurry!

Hahahahahaa yes!

Onawingandaprayer

I hold both of them. :j :j :j :j

Is that any help?

melbury

I was going to buy Vodafone not that long ago when they were about £1.56 but regrettably I didn't. I see they have closed today at £1.86 - missed the boat again:mad:

Have done this on many occasions - this hindsight thing is such a pain in the arze:(

Some people seem to think Vodafone have had their day, so we will have to wait and see. If they drop back to £1.56 again perhaps I will buy then.

redbuzzard

A_Flock_Of_Sheep wrote: »

How did you know I was reading it? With prescience like that, I'll be following your tips:rotfl:

I was tempted by Voda at 160p, and Unilever too at around the same time. But you already know my views on stock picking which I have forsworn, even if I have fallen off the wagon occasionally!

Think about why you want to own them. Does the good old IP Income fund do much the same thing with less risk? Or do you think you can "beat the market"? These are among the most researched shares on the planet, so you can assume the market knows the value as well as it is possible to.

Of the two I'd rather own Unilever despite the lower yield. Voda is far more volatile as you can see if you put them on the same chart. The brokers like them both, but it's not their money:)

A_Flock_Of_Sheep

I have put them on a chart together and compared.

I am no expert here but do you think Vodafone shares will do well as the firm breaks out into the 4G market?


Apparently Tesco shares are recommended at the moment too along with those from Go Ahead group.

I don't think the IP High Income Fund includes Unilever shares in it. It has reckitt and benkeiser.

A_Flock_Of_Sheep

On a side note here regarding shares. Stamp Duty: am I correct that it does not apply if the purchase value is £1,000 or less?

Glen_Clark

I looked at Voda at 160p. They had just made a huge loss. They were / are selling their best asset -Verizion. They were / are having to pay astronomical sums for licences. Most of their customers were / are looking to economise. Cheaper competitors were/ are moving into their markets. The final sentence at the end of the FT feature on them I quoted was 'The Time to Worry is Now' So I missed out on them too

dealer_wins

A_Flock_Of_Sheep wrote: »

On a side note here regarding shares. Stamp Duty: am I correct that it does not apply if the purchase value is £1,000 or less?

Stamp duty applies on any purchase, even £1

redbuzzard

A_Flock_Of_Sheep wrote: »

I am no expert here but do you think Vodafone shares will do well as the firm breaks out into the 4G market?

Will Vodafone be more, or less, competitive as 4G rolls out? Whatever the market thinks is already in the price you are paying - so unless you think you have seen something that the army of analysts has missed, you shouldn't add anything to the price.

Apparently Tesco shares are recommended at the moment too along with those from Go Ahead group.

Tesco seems to polarise the analysts - glancing at HL's summary, of 17, 4 say sell and 9 say buy. I bought Tesco last year at 311p. With a bit of divi reinvestment I am up maybe 25%. Nicely offsets the 25% I am in the hole on a similar sized purchase of BP!

I don't think the IP High Income Fund includes Unilever shares in it. It has reckitt and benkeiser.

None at all, or not in the top 10?

Anyway you need a balanced diet. If you bought say 50% High Income Fund and 50% Unilever, you'd have too much of one share. If you buy 95% High Income and 5% Unilever that is less of a problem - but your dealing cost may be higher on a smaller amount unless your total investment is quite large.

Are you likely to improve on Woodford's recipe?

Another good question for yourself is what's the plan? Hold it long term as you would a fund?

Not so easy - if it has a bad run, how will you decide when to sell? (in a fund, somebody else does this and you don't even notice).

This is the bit I find hardest of all - my Tesco holding illustrates it perfectly. I'm 25% up (half of it probably the market) and I don't really know what to do with it! At the moment I have decided I will sell if it hits 400p - but I know that if it does I will want to hang on for a bit.

The emotions involved are Greed and Fear. They seem harder to subjugate somehow when applied to individual shares.

Do you take any interest in horse racing?:)