|yesterday 19:15||careful||what a collapse in SBRY market share from 16.5% to 16.4%.(only
and at a time when they are selling more than 50% of cheaper
branded own label food.
seriously,someone is assuming we are all stupid and innumerate.
as if they can measure market share to such accuracy.
with any random sample such as opinion polls there is usually a
statistical error of about +/- 3%
today SBRY shares fell... read more...|
|yesterday 14:04||careful||you seem to think that it is a perfect market and that the
valuations make sense.
you say things like 'that is why the shares fell today..'
the market is often wrong, stupid even.
you will next be explaining to me how Tracy Emin's unmade bed
worth a fortune.
|yesterday 14:16||careful||trading one share medium term can be profitable.
i was lucky to dump SBRY a few years ago for 575p when the SBRY
family were pushing for a takeover price north of 600p.
the pension trustees were also demanding increased funding so i
correctly guessed that the deal would not go through.
i am back in heavily this time but about 7% down at the moment
i am happy to wait and... read more...|
|yesterday 10:35||maxidi||SBRY market share down 0.1% ! Not much to get worried about there. read more...|
|Tue 19:32||buys in jars||Definition of 'Diworsification'
The process of adding investments to one's portfolio in such a way
that the risk/return trade-off is worsened. Diworsification is
investing in too many assets with similar correlations that will
result in an averaging effect. It occurs where risk is at its
lowest level and additional assets reduce potential portfolio
returns, as well as the chances of... read more...|
|22 Aug 2014||careful||the six months trading is now virtually in the bag, good or bad.
in a few weeks time we shall get some real information.
i doubt that things will have changed that much.
|22 Aug 2014||buys in jars||that might be the view at the moment. but imo its because the company is not effectively managed. get the right person on board and it could all change, like what happened with WH Smith
imo food retailers should not be property owners but should focus on retailing. the property would be worth more to REITs which are property specialists and get the tax benefits. imo they hold the property... read more...|