Clarkson Share Discussion Threads

[hawks11] 17/8/2015 07:41

Well I tried to read it and there are problems as are expected but nothing major and an increase in the dividend of one whole penny. I don't expect anything major and intend to hold on.

[cockneyrebel] 13/8/2015 11:04

Testing the highs, results Mon.

CR

[cockneyrebel] 07/8/2015 15:52

Through the recent closing highs

CR

[hawks11] 03/8/2015 10:06

I am waiting until the results on august 18th.

[utsushi] 03/8/2015 08:26

The stock is making a new high which is undeniably bullish, but there are problems with the global economy and freight rates, in 1 week shipping freight rates dropped 22.8% recently, Asia to Northern Europe, now $400 per 20F container(TEU).
A China slowdown maybe creating a negative ripple effect to global freight rates on other routes around the world.
Management have executed their growth strategy well, but now there must be growing risks to their bullish forecasts for 2015/16-earnings are partially cyclical, I don't see any "valuation gap" on forecast eps of 151p, P/E of 18x, yield 2.8%.

[scottishfield] 31/7/2015 14:44

Better day here CR, hard to read this one daily? but good for topping up

[scottishfield] 29/7/2015 08:57

Chart looking v good imo. Need good charts on the ocean..:)

[cockneyrebel] 24/7/2015 16:35

Results Aug 17th.

CR

[hawks11] 24/7/2015 16:12

pb, the PEG is 1.37 which perhaps is the indicator to go on and if it helps:

hxxp://www.investopedia.com/articles/00/092200.asp

[elcapital] 21/7/2015 22:07

I cant see you going wrong here. not overnight, but all is good. the historic figures are encouraging

[pbutterworth1] 21/7/2015 15:31

CKN newbie - Just bought a smallish long in this CKN on the recommendation of a friend. A solid co. with strong financials, progressive div, forward momentum and seems reasonably easy to understand. Appears to have a had good run and highish p/e is holding me back from larger holding for now.........

[suetballs] 20/7/2015 15:01

Finally dipped my toe in and bought £4.5k worth of shares.
I did hold BMS but I believe CKN has much better prospects.

Suet

[hawks11] 20/7/2015 08:52

Well I was considering selling 50% of mine on Friday but changed my mind. As you say CN it is still marked as a strong buy, I used to try to work out the indexes etc but it seems this share is well rated so still holding on. I have followed it for years and could never understand why the share price was so low, then took my eyes off it and it had trebled. I'm not complaining now though.

[cockneyrebel] 15/7/2015 10:46

New CKN broker Numis starts with a Buy:

15 Jul 2015 Clarkson PLC CKN Nomura Buy 2,716.50 2,735.00 - - Initiates/Starts

*DJ Clarkson PLC Started at Buy by Nomura

[cockneyrebel] 14/7/2015 09:19

A buying point?


free stock charts from uk.advfn.com

[elcapital] 08/7/2015 09:13

another new high.

[elcapital] 07/7/2015 18:23

If anyone doesnt think that Greece is a major factor int he market, just watch how the Dow is bouncing around as news comes out of Brussels

[elcapital] 07/7/2015 11:38

I think it would be foolish to underestimate the effect of a Grexit. Market hates uncertainty, and we will go into uncharted waters without a deal and if Greece go back to the drachma, and then the possible contagion in Spain and Italy and France

[cockneyrebel] 07/7/2015 10:50

agree longshanks.

I don't think Greece is any surprise and the risk of them leaving Europe has been well flagged. Also the yanks don't seem to give a monkeys about some little island half way across the planet and if they don't get in a flap things won't be too rough imo.

I think there will be a bit of a sell of if they go out but it will be short lived as those trying to get out of bonds buy equities on the dip mo.

Always possible something goes a bit too wrong tho, but pretty small imo.

Agree with scottishfield -good analogy! :-)

CR

[scottishfield] 07/7/2015 09:28

excellent analogy longshanks :)

[longshanks] 07/7/2015 09:27

Thanks for your thoughts. I agree that China is a concern: I find the recent volatility on the Shanghai stock market and the measures introduced to stabilise it quite an interesting indicator of some significant issues around the corner.The thing I find fascinating about the Greek situation is the fact that there is still no obvious solution. The Greeks have given a big fat "No" to further austerity whilst still wanting to stay in the Euro. They are like an idle teenager poking their nose at mum and dad whilst still living under their roof. Mum and Dad are reluctant to kick them out of the house because of what the neighbours might say and also because they know the teenager will most likely end up sleeping rough on he streets and be lost to their family forever more.Family tiffs though are quite often just storms in teacups and like you say this one is just about where the money is going to come from and can be easily resolved by more quantitative easing and a slight devaluation of the Euro; well within government powers to bring about although no doubt unpopular.

[elcapital] 07/7/2015 07:08

What rubbish. If Greece leaves the Euro in a messy fashion, it will hit markets across the board, for fear of contagion.

[cockneyrebel] 07/7/2015 07:01

I'm mainly retail and domestic stuff which should be least affected by Greece imo longshans.

I think China is problem for more stocks like mineral resource related stock.

Greece is affecting the banks and finance co's most imo - will be action in those either way it goes I suspect.

All imo

CR

[longshanks] 07/7/2015 06:22

You do have rather an enviable reputation amongst the ADVFN fraternity so I guess it is normal to get challenged by young bucks when the share rutting season starts in late May: must be quite flattering.What are your thoughts on how the almost inevitable Grexit will affect the markets; which sectors would you favour?