Investing after Brexit

AnotherJoe

Ifts wrote: »

I bought some on Friday morning, time will tell if I've got that one right but as you say the dividend yields look good.

And some Directors made use of the dips too:
http://www.digitallook.com/news/dealings-round-up/directors-dealings-real-estate-sector-execs-pick-up-shares--1223535.html

I'm looking at Persimmon and Bovis. IMO stupidly overdone drops.

AnotherJoe

bottleandahalf wrote: »

Spammm alert

What spam? Has it gone?

bottleandahalf

AnotherJoe wrote: »

What spam? Has it gone?

Yeah gone now mate. "Investment opportunity" in 2 different threads .

Atomix

We took advantage of the drop - pound/dollar (1.50 to 1.35 - now 1.37) in a single day....
My oh sold all our shares (accumulated over x16 years) (she works for a US global tech giant -) the sale/transfer/exchange which went through in US $ - then transferred to uk £ meant we gained... (The shares sold totalled $128k therefore we made a nice bonus on the exchange rate).
Obviously we took complete advantage of the ex rate - an easy/obvious win.

AnotherJoe

Atomix wrote: »

We took advantage of the drop - pound/dollar (1.50 to 1.35 - now 1.37) in a single day....
My oh sold all our shares (accumulated over x16 years) (she works for a US global tech giant -) the sale/transfer/exchange which went through in US $ - then transferred to uk £ meant we gained... (The shares sold totalled $128k therefore we made a nice bonus on the exchange rate).
Obviously we took complete advantage of the ex rate - an easy/obvious win.

No CGT to pay on account of selling it all in one fell swoop?

AnotherJoe

AnotherJoe wrote: »

I'm looking at Persimmon and Bovis. IMO stupidly overdone drops.

Obviously not everyone agrees with me as both are down another10% this morning :eek:

Letting the dust settle for a bit.

AnotherJoe

AnotherJoe wrote: »

IMO no hindsight at all was needed with that, it was a one way bet to renew for 5 years, since it is effectively penalty free if you bail out as long as you time it right. And forecast were (are?) for higher RPI so they were looking favorable anyway.

Presumably Brexit will hike inflation now. Anything imported will be up by the value of the drop in sterling.:eek:

Petrol is due to rise shortly as oil is in $.

These certificates could turn out to be a very good deal indeed, much better than I'd factored in. Doesnt make up for the carnage on my housebuilder shares though.

economic

we import mostly from europe so i dont think it will be that bad.

Pincher

About petrol prices.

My electricity price is on a dual fuel one year fix.

Got a petrol hybrid car in April, and 90% of the miles are on the battery. So my transport costs are not going up. On the contrary, 24 miles round trip to Costco was about £2.50 using petrol, now it's more like £1.30 on electricity.

Got a petrol lawn mower maybe four years ago. Love it to bits, until they tell me it needs a service every 18 months. The nearest place is 30 miles round trip, and I have to go twice, one to drop off, one to pick up. And it costs about £90 to service!

Just got a corded lawn mower, will try to sell the petrol one.

enthusiasticsaver

My Vanguard LS60 has gone up since BRexit. As it is US fund I am guessing the fall in the £ has led to this?