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Brewin Dolphin Share Discussion Threads
Showing 251 to 275 of 275 messages
|I can't believe there is much growth in this business model. They(and others) have ramped up customer costs with no added value in a period when passive funds have done better.
All the old values have gone from the industry imo.|
|Up nearly 30% since I bought on the referendum fall, I can hardly believe it, but happy!|
|The problem is before long the asset managers will have to charge less for very low yielding fixed interest investments or face issues with the regulator in a couple of years time.
I believe Wealth Management earnings have peaked.
Good article in the FT today.|
|Read Panmure Gordon & Co's note on BREWIN DOLPHIN HOLDINGS PLC (BRW), out this morning, by visiting hxxps://www.research-tree.com/company/GB0001765816
"With AUM of £32.8m, means the shares trade on an EV/AUM of 1.9%, compared to a peer group median of 2.32%. On a forward PE basis, the shares also trade at a discount to the peer group, trading at 14.8x compared to a median of 16.5x. We continue to see value in Brewin’s shares from a valuation perspective, and so..."|
|small div increase, importantly discretionary FUM up, but share price reacting to lower eps I guess. Hardly unexpected though given state over markets. Need market levels to improve, hopefully a year end scenario, if we are to break higher.|
its the oxman
|IMO the wealth managers have just become expensive tracker funds these days.All they do is try to track an index and charge around 1%. No wonder ETF market share is growing.|
|Anyone know reason for uptick|
|Poised to break upwards again, I hope.|
its the oxman
|If lucky may have legs to test 300p short term.|
its the oxman
|Pension changes, increasing need for wealth management for our aging population. BRW have expertise and if they can tap into this and continue to grow AUM then they should do well.|
its the oxman
|Big hike in div and management sounding confident. May need FTSE to rise if it's to really motor again but remains well off old 350p highs so worth a punt perhaps at 265p|
its the oxman
|That is Andrew unless BRW are loosing market share to a competetor !. Jarvis released a strong set of interims today with a 7% increase in client numbers.|
|Fund managers/institutions been buying in the past few months, so as I pretty much suggested above, now is a good time to buy or add, given the lower summer share price. When the holidays end, expect a pick up; especially as the market they are in will pick up too.|
|Nice rise, flying Dolphins rather than Mousakka :-)|
|Great ta. Could be more tricky days ahead|
|Here you go:
Mind you, I'd watch out for flying Mousakka tomorrow.|
|Apparently broker recommendation on Friday. Anyone know by who and what was said/published.|
|One of the IC "tips of the week" published today ....will it have an impact?|
|I did buy more at the lowered price, and now there is director buying too; so I feel a tad smug, and not a little pleased that there is positive buying support from elsewhere too.|
|The price did drop by almost 8% just before 0830, long before the analysts doubts and the Director sale RNS.
Anyway, all the best and good luck.|
|So analysts not being sure about the future here and then a director selling a few: causes others to sell in a panic, which understandably drops the price to a very low level. My problem? Do I buy more now, or do I wait to see if panic will further lower the price, and risk common sense and sensible people looking at matters and doing the numbers causing the price to jump back as a result of their buying before I do?
This is an unintended consequence of portfolio re-balancing, and a very helpful one too. lol.|
|Hahaha: I was holding before the drop, and am buying more given this unexpected opportunity to get more as such a low price. It won't take long for the price to recover, IMHO.|
|I'm not totally sure those holding before the 10% drop today would necessarily share your enthusiasm
|I'm surprised there is no activity here as this share is a good one to hold right now, especially as we have a recovering world economy, a new Conservative government in the UK, and an aging population that has investment money to be looked after. I'm long, and buying more.|
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