Bloomsbury Publishing Share Discussion Threads

[rainmaker] 20/3/2013 00:28

In Value Investing for every Record(REC)up over 230% in 8 months there is a Bloomsbury Publishing(BMY)which even though I've taken advantage of dips to add more, I'm only up circa 7% in over two years but there's also a big dividend to take into account so I reckon my overall return is maybe 15% so 7% pa compound.That's no disaster. In Value Investing you have to accept the rough with the smooth.Things won't always go to plan-you have to be both very tenacious and resilient-able to deal with whatever the market throws at you. Although having said that there aren't too many surprises.

In Value Investing,your winners will be spectacularly successful because the market will have suddenly decided their business does have a value and there're also rising from historically and relatively very low levels, (nb....if you allow your positions to run) and typically your disappointments will just be,well disappointments and not unmitigated disasters.Value Investing is the only stock market technique to really focus on downside risk. A friend of mine is privy to all my dealings and he remarked the other day not just on the spectacular successes but also losers that were basically worth what I paid from them.

Sometimes it seem like magic-you finish your buying and the share price climbs and climbs and climbs yet other times you will really have to grind out your returns.

regards

[rainmaker] 20/3/2013 00:00

Hi Pote-I hope you're well "More than happy to sit on these.(I'll be even happier to pick some more up at a lower price)."

Congratulations Pote, spoken like a true Stockmarket Value Investor.Nice dividend yield to collect whilst we wait.

best wishes

[pote] 19/3/2013 20:18

Likewise, an initial purchase for me of 4607.
More than happy to sit on these.
(I'll be even happier to pick some more up at a lower price)

[k8 rhm] 19/3/2013 19:50

Bought in today. Fundamentals, Ebook platform and academic strategy are hitting the right notes. Since getting a Kindle at Xmas my wife has read 16 books and in her words spent twice as much.....lovely!

[jerc] 16/3/2013 20:56

The catalyst here will be the imminent results.
If they're as good as predicted,or better,I fear the boat will long since have sailed by May 9th/10th.

[rainmaker] 15/3/2013 18:07

No problem, I'll post more later........I was going to say the ninth and the tenth of May but I thought that was a bit too anorakish.Lol.

regards

[montyville2] 15/3/2013 16:28

Thanks Rainmaker that is very useful to know as companies do tend to move in repeated patterns...I will check it out and watch the share price with interest

[rainmaker] 15/3/2013 13:33

Montyville-I did some research on this very point and discovered that judging by previous years share price performance, the best time to buy shares in Bloomsbury was May.

regards

[montyville2] 14/3/2013 16:11

Been watching here for a while and feel this may be an excellent time to get invested here. They seem to be under the radar and I cant see this lasting much longer. Good luck all...

[rainmaker] 27/2/2013 13:07

We're on a "no growth" forward p/e on 8.5, IMHO it's ridiculous

regards

[rainmaker] 27/2/2013 13:04

I know, Cestnous "The Market" is telling you that it's undervalued. We're down some 40% over the last six months and the fundamentals of Bloomsbury ie massive growth in e-book sales, haven't changed. I think there's been a major miscalulation by Investors looking at "disappointing" interims without them realising that these figures are becoming of little consequence since the revenues from the expanding academic and reference book sales fall in the second half.

regards

[cestnous] 26/2/2013 08:32

Amazing. It's gone blue on a day like this!

[elmfield] 25/2/2013 18:52

A few k down now, no joy!

[fozzie] 25/2/2013 15:16

Friendless at the moment. Hey ho 100p to buy this week i would think, hopefully that will spur some buying but i wont be banking on it.

[nicedude1976] 15/2/2013 10:20

you want to stay patient when a company is likely to turn around, otherwise i would suggest to get impatient and get out (which is probably not the case here).

[shanklin] 15/2/2013 07:56

TBH, I think the problem is a complete lack of clarity in the recent trading update. I much prefer it when a company actually updates on trading rather than waffling on about the different strands of their business in a vague manner.

[tara7] 14/2/2013 20:17

Chirchill archive in for an award.

See PTO.

[rainmaker] 14/2/2013 20:03

Hi All-I think the problem here is just one of lack of understanding -Bloomsbury have a greater share of sales coming from academic and reference books whose revenues fall in the second half but "the market" doesn't recognise that.I have several holdings and I'm making money and I'm very happy to continue to hold as we are in the midst of a boom in digital publishing. We could briefly touch a £1 here where I think it would be a terrific buying opportunity.I know it's a frustrating share but IMHO you've just got to stick with it and you will be richly rewarded.

IMHO, DYOR etc

regards

[k8 rhm] 14/2/2013 19:26

Got this share on watch list. It appears to tick all the right boxes based on fundamentals, cash, div, ebooks, academic etc but share price drifting south. Why? Did the same last year and rose on May update, Early April could be a good time to invest.

[jerc] 14/2/2013 16:58

Spooky -the share price is telling you that people are running scared they won't. Not quite the same thing

[elmfield] 14/2/2013 13:09

How do some know and some don't?

[spooky] 14/2/2013 11:08

All the share price is telling you is that they are not going to make the numbers.