Reckitt Benckiser Share Discussion Threads

[rich1e] 28/3/2013 20:48

I get it, and now here the market is at all time highs, they should have stayed where they were, right?

[agai] 28/3/2013 19:33

Mar 15 2013

"They" - whoever "they" are - would once again push the Dow into positive territory at the close. "They" did push the market into positive territory.
More importantly I have a commitment to the bear side of the market and that won't change until there is a reason

John Hussman made the following remarks on February 3, 2013:

Present market conditions now match 6 other instances in history: August 1929 (followed by the 85% market decline of the Great Depression), November 1972 (followed by a market plunge in excess of 50%), August 1987 (followed by a market crash in excess of 30%), March 2000 (followed by a market plunge in excess of 50%), May 2007 (followed by a market plunge in excess of 50%), and January 2011 (followed by a market decline limited to just under 20% as a result of central bank intervention). These conditions represent a syndrome of overvalued, overbought, overbullish, rising yield conditions that has emerged near the most significant market peaks - and preceded the most severe market declines - in history. . .

I agree with Hussman. I don't know when we capitulate but I think we will. Hussman closed his Weekly Market Comment this way:

I'll end with a review of how we can expect market psychology to evolve over the completion of the present market cycle. It's the same sequence that I suggested in April 2000:

"This is my retirement money. I can't afford to be out of the market anymore!"
"I don't care about the price, just Get Me In!!"
"It's a healthy correction"
"See, it's already coming back, better buy more before the new highs"
"Alright, a retest. Add to the position - buy the dip"
"What a great move! Am I a genius or what?"
"Uh oh, another selloff. Well, we're probably close to a bottom"
"New low? What's going on?!!"
"Alright, it's too late to sell here, I'll get out on the next rally"
"Hey!! It's coming back. Glad that's over!"
"Another new low. But how much lower can it go?"
"No, really, how much lower can it go?"
"Good Grief! How much lower can it go?!?"
"There's no way I'll ever make this back!"
"This is my retirement money. I can't afford to be in the market anymore!"
"I don't care about the price, just Get Me Out!!"

[agai] 28/3/2013 19:28

Maximum manipulation!
Will be worth looking at the pace of price correction. Can't see it being pretty!
Could easy go £12 below the previous lows of £30, just as it did above the previous highs at £36.

John Maynard Keynes comes to mind "The market can stay irrational longer than you can stay solvent."

[stever4747] 28/3/2013 14:16

Migrate now and get £3.50 profit on ULVR then come back in

[stever4747] 28/3/2013 10:40

Please dont misunderstand me RB is fantastic
Its not that
Its just there is more gain at the moment in ULVR
This is why
thanks

[citymohawk] 28/3/2013 10:27

this isn't a hammering my friends...

[arja] 28/3/2013 09:39

I see . could well be .

[stever4747] 28/3/2013 09:38

rotation as i said

[arja] 28/3/2013 08:47

why the hammering today ?

[stever4747] 28/3/2013 08:37

I think given the great pending ULVR Q1 RESULT one is better rotating into ULVR where there is more gain to be had

[gbb483] 27/3/2013 11:01

Slight breather before it surges up again.

[stever4747] 27/3/2013 09:21

Migrate to ULVR for better short run gain given pending Q1 BEST in industry

[gbb483] 26/3/2013 11:13

Yep, new peak again today.

[gbb483] 25/3/2013 11:52

Slight breather before it surges up again.

[stever4747] 25/3/2013 10:39

Rotate to ULVR as:

All prelimary analysis complete following results in up to 24 March 2013 and now with full and complete sight of the latest order book for the rest of March

Q1 2013 volume seen as 3.1% ahead and 2.9% on full LFL basis
Price seen at 2.9% and thus 5.8 GSV growth LFL and 6% fully stated

BBTOT (spend) seen down 79 basis points

USG (Underlying Sales growth) seen full quarter and fully stated at 7.9%

Mix Migration to non food seen at 1.7% and gross profit seen up 95 basis points of mix

Supply chain cost seen down 81 basis points

EPS seen restated to be £1.71 from £1.283 on restated basis

[spacecake] 23/3/2013 10:28

stever, I can't migrate away as I have just landed here from a big run up in a small cap. Will rest for a while, maybe five years or so before taking off somewhere else. I here PG is targeting $6 bill in savings and not guiding to increase eps, maybe cutting finished goods prices and getting into a price war ??

[chevey] 22/3/2013 18:12

It will stop at 50

[gbb483] 22/3/2013 15:40

This hasn't finished climbing yet.

[stever4747] 22/3/2013 15:34

Its a fantastic thing here
I have loads
But migrate some to ULVR as more short scope in it

[gbb483] 22/3/2013 15:25

New top struck today.

[stever4747] 22/3/2013 12:53

BUY ulvr - MIGRATE OUT
ITS GOT BETTER UPSIDE
RETAIN SOME IN THIS
BUT MIGRATE NOW

[citymohawk] 22/3/2013 12:29

The rate of growth in 5 days has now ground to a halt. 4 weeks ago, it was + 6%, in the last two weeks it double peaked @ 2.5%. On the 18th March, it fell to 0.75% and now...zero :) We could either inverse or of course, go negative. Incidentally, negative growth has never fallen below -1.8% in the last year or so. I expect -1.00%.

[stever4747] 22/3/2013 11:01

This stock is fantastic but rotating into ULVR will yield more short run gain as they have coming up industry leading results and broker recommendations to buy to £31

[citymohawk] 20/3/2013 18:59

lol...are you trying to tell me that not everyone is selling their houses here?

[spacecake] 20/3/2013 17:43

Took a small position here yesterday, as I do the housework I keep picking up stuff made by either P&G, Unilever or Reckitt Benckiser and have over the years ended up with stock in all three, however I have held onto the house as it comes in handy as somewhere to go when its snowing like today.