|Micro Focus International
||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Micro Focus International Share Discussion Threads
Showing 3226 to 3247 of 3250 messages
|Its a bullentin board, post are views, yanks will they sell at 2.30pm.
Of course you have the shares, but with rose tinted specs.|
|MOnty as you post more on here than anyone why don't you understand the rationale for investing in MCRO? I don't post often because I have little to offer and other people don't enjoy prattle. I'd prefer not to advise but I suggest you sell your shares in MCRO - it seems to take up too much of your life - and get out more.|
|Dont even own HP business yet
Laughable response to an on guidance trading statement|
|Revenue down 8%, to me that's not a growing business. P.e 36 you can't afford any hiccups otherwise the shareprice gets hammered.|
Looks like the whole strategic rationale for the HP deal has passed Monty by
and he such a keen observer too .....|
|You've been missing something all your life.|
|Don't shoot the messenger, it's HP directors, revenue down 8% that's a lot,|
|Revenue, down 8% perhaps we should pull out of HP deal.|
|Disappointing news, I feel.|
|Wow, not good news, what are we buying.|
|only PIs trading on the news - tiny buys/sells amounts. No funds- tHey are staying put. I have around 3k of these.|
|Up a bit today|
|But you do find that, I agree once a company enters the FTSE100 the easy money as been made. They seem to take quite a time for further breakout. Micro really as done nothing since entering Footsie. Ok high p.e at the moment so may take time.But it is drifting and shares don't drift up.|
|Andy Brough's opinion is his own and for the clients of the funds he manages and he may have loads of reasons to talk his strategy on selling on entry to the FT100.
If I wanted to follow his advice I would be investing in his funds but I don't. In fact I don't invest in structures that charge me fees in order to earn big salaries for themselves.
True, Andy Brough appears to outperform other Fund Managers in his space (for now) but then again over 80% of fund managers, and their funds, UNDERPERFORM the market. How does anyone who wants to invest through managed funds manage that risk (of underperformance)?
The next thing folks will be telling me is to buy ETFs and be a passive investor, which the pundits do... but that's not my strategy and probably not that of most of us on a PI bulletin board ;-)|
|He may be one of the best fund managers around but there are plenty of shrewder investors out there like the ones who could clearly see at the point that MicroFocus was about to enter into the FTSE 100 that:
US big boy come in and bid.
Safe haven dollar earner.
Tracker funds will have to BUY.
£25 nailed on, another 5 years £75, if not taken over. This is a cash cow.|
|He does have a point and he is one of the best fund managers around, ok he sold Micro Focus when they went into the FTSE100. Because the easy money been made before entry he reckons.The have done nothing since entry, so perhaps he's right.|
|Yes well put|
|Andy Brough on CNBC said he's sells stock once a company he owns gets into FTSE100 the easy money been made before entry, that's interesting.
He did own Micro Focus but no longer.|
|Strange something going on, Dows good FTSE 100 up.|
|Must be a big seller around. I know Wizard still own 6m but they surely they would place them if they sold.|
|Some big sales late 210,000 at 2218p and 32,000 at 2216p. Who's selling perhaps ?|