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Third Point Share Discussion Threads
Showing 51 to 74 of 75 messages
|Price and discount charts look to be basing - rising nav & gap to close
Gentle low volatility riser imho|
|1st Quarter Investor Letter now published on the Third Point website:-
|I sold my position in a share (ticker) DCI as TPOG has a big position in this company. There seemed no point in duplication as Third Point are better managers than me.|
|You guys should look at The Share Center or Interactive Brokers if you are dealers who want everything.
I left TD as there systems are poor and HL too big and can't get their head around how to use ETF's.
I use IB because I run a USA and CAD portfolios by for straight forward transactions then Share Center is fine.
I don't want to knock or use the BB for recommending brokers......sorry everyone else.|
|Payment credited around 10am this morning|
|Payment hadn't been credited at TD yesterday|
|My payment via the Share Centre was made on the due date and reinvested back into TPOG shares as part of the reinvestment plan they offer.
I would report the HL person to higher authority as he was talking a load of tosh.|
|Expected divi payment today, but on enquiring with Hargreaves Lansdown was advised that as an offshore entity, payment may be expected to be a few days late. Has anyone else a similar experience as it has not happened to me before?|
|Now we have a wide spread and is difficult to deal under the current offer....
and they went ex-div today - 2o November.|
|or perhaps someone didn't want dividend income.
The £ shares seem becalmed at the moment with the dividend (so far) having had little effect this year round.
The main fund is IIRC returning 10% to holders, is this a sign that the fund is too big to generate above average returns?|
|Perhaps they do not understand what is happening or they have a broker who does not know which is the likely answer............thanks for alerting me to that as I best have a few more.|
|why would(probably)private investors with small holdings sell those the day before TPOG goes ex-div, with such a nice dividend - even aside from the due uprating?|
|I have bought and sold this stock this year and made a very good profit. However, after looking at a CNBC interview yesterday I have bought back in for the dividend and uplift which is going to come through sooner rather than later.
He has also added to his FEDEX position as well.
The Vanity Fair report is not what I would like to read in his position but I think he has very thick skin.|
|Wow, they don't like Dan at VF. Worth reading the full article if you are invested. I have backed him for a while now, done well and waiting for the div. later in the month. But there seems to be a dark side there if you believe this hatchet job.|
|Thanks Jonwig, you are right.
I think I might put on some low buy orders on the UK £ version, I have seen large swings in the price due to liquidity issues, and can pick up more discount that way.|
|TPOU has been steady today. Remember that this one is a lot less liquid.|
|Anyone know why the fall today ?|
|TPOU thread - not meant to upstage!
|Loeb is on the move:
Sold his gold at around $1450
Bashing Sony again
Talking up his holding in CF Industries of North America|
|The USD stock [TPOU] was marked up 3.4% at the open. (Those I hold, partly on a view of USD vs. GBP.)|
|The shares have not reacted to the funds sale of most of its holding in YAHOO....|
|Sony are considering Mr Loeb's letter but the Japs are being slow so expect some pushing from the Yanks............|