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WPP Share Discussion Threads
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|GWP giving us a headache at the moment. To be de-listed from AIM on 2 Dec so Opened an account with TD Waterhouse but could not Buy the ADRs as they only deal with the primary listing which, according to TS, is the one on AIM. Have now sold all of our shares (wife's SIPP) so down to 56 companies and 46.6% stock level.|
|Re-bought initial tranches of CPG & WOS and Added to AMFW, BOY, CPI, JMAT, PSN, RGU & SKY. Now 56 companies and stock level increased to 45.6%.
Later also re-bought initial tranche of GSK so now 57 companies and stock level 46.3%.
Still later also re-bought initial tranche of RR. and Added to WTB so now 58 companies and stock level 47.2%.|
|16 up. 8 down.|
|It's rare for us to both have a good day on the Markets!|
|Tables turned today as all about FTSE100 heavyweights (particularly Resources) so you will do well today, Gateside, and we are doing very badly with currently only 30 Shares Up and 21 Down. We seem to follow the FTSE250 quite closely and that is actually down as I write.|
|Only 7 up. Portfolio looked good at lunchtime. Fell away badly in afternoon. Be glad to get this US election done and out the way!|
|Modestly outperformed the FTSE100 today with 23 Shares Up, 27 Down and 4 Unchanged. Added to a few on weakness (BATS, IHG, SHP & TNI) so stock level Up to 42.7%. AEG starting to show signs of life.|
|FTSE has now put in a 7 day Up wave to the earlier 7067 but that is still only a 68.50% recovery of the 2 day decline from 7130 to 6930. Consequently, the prevailing direction has been expertly masked by the controllers...i.e. if FTSE is in a correction it is very unusual for an initial 2 day decline to be followed by as much as a 7 day recovery and if FTSE is still advancing, the correction of the initial bolt-on (6654:7130) to 6930 was very light @ just [42.06%] especially following on from an ultra-light [25.81%] correction of the main post June segment (5789:6955).
Unclear, as ever!|
|Invisage - how has your portfolio performed over the last 5 years?|
|I posted this information a while back but I can't find the post. FWIW, here it is again:-
Videan Portfolio~~~~~~FTSE100 Performance
The FTSE250, of course, improved 48.85% during the same 5 year period so our compound performance of 38.72% was quite ordinary really.|
|How has videon portfolio performed over the last 5 years pls ?|
|Glad you made a profit on TUIWill certainly buy more TUI if it drifts lower on any Market correction.|
|Well, you've been threatening it for a while...TUI was one of the Shares I offloaded a while back (for a profit) mainly because I had too much exposure to the Leisure sector with CCL, IHG & WTB + DGE in a related sector. I doubt whether I'll re-buy until we've had a meaningful market wide correction although I also like it as a long term play.|
|Good week. Finished on +22.84% for year.|
|9 up, 2 level, 13 down.In addition to top up on PNN,....After the good results from Lufthansa yesterday, decided to buy a few TUI for the first time. So now on 24 shares. Will add more batches over next month. Very impressed with company's future strategy. Results due on 8th December.|
|Slightly under performed again today with only 18 Shares Up, 34 Down and 2 Unchanged...CEY helped and there were no large fallers.
For the week as a whole our shares modestly under performed the FTSE100 with investments Down (00.23%) as opposed to FTSE100 which was Up 00.09% (7014:7020). Overall, our assets were Down (00.09%) on the week. The calendar year performance table now stands at :-
Videans~~~~+07.39%~~(Disappointing that market correction seems to have fizzled out)
Stock level ticked up to 41.9% from 41.0% at the end of last week.|
|EPS for year ending in March '17 is 40.4pAlready have PNN in portfolio, I prefer them to the other two remaining water companies, due to Viridor, their waste recycling business. Means they are less influenced by govt regulators.|
|Re-bought initial tranche of JMAT as it looks like it could get to c3700p before market properly corrects and I was missing not having a Chemical stock. Back to 54 companies with stock level up to 41.9%.
PNN's trailing PER is over 23 based on diluted EPS of 35.9p. That seems excessive for a utility. Isn't SVT better value? What is the forecast earnings for this year?|
|Added a few PNN today.It has Underperformed utility sector this year.|
|Hold the first 5 of those. No longer have any tobacco companies, sold BATS at £40 for a 120% gain, after reading lots of negative press about more countries having cigarettes in plain packaging. Bad timed sell, but sold for a handsome profit.Never held RB. but have PZC and they have been a great investment.Never held ULVR but have ABF and DGE and they have done very well too.|
|GatesideHow similar is your portfolio to FTSE100? I guess you hold the likes of GSK RDSB BP. AZN HSBA IMB BATS RB. ULVRI.e. giants of the FTSE|
|We can check the 6 year performance out at the end of the year but there is no doubt that your persistence in sticking with the heavyweights has been to your credit.|
|A few years ago the FTSE250 seriously outperformed the FTSE100. My portfolio was very sluggish as a result and it was hard seeing many UK companies rise to high share prices and overly high valuations. I took the decision to stick with International companies in the FTSE100 as I firmly believed that at some point the FTSE100 would eventually catch up, and my patience has been rewarded with the recent outperformance of the FTSE100.
We exchanged figures a while back, and if my memory serves me right, taking the last 5 years, your portfolio is still ahead of mine!|
|Its not a sector issue (although Telecoms are currently misfiring). Any under performance this year has been primarily because of the fall in the pound and the switch away from domestic focused companies to international earners of dollars and Euros etc. The odd profit warning, like today, doesn't help but our wide spread of companies and light level of investment (relative to portfolio size) means we are able to readily absorb such warnings.
I would also point out that we are actually doing OK especially if one takes into consideration the fact that we have been under invested whilst the FTSE100 has been going Up. Also, if the amount we have invested was say c80% of our assets (like you) then our return on the year thus far would have been something like 12%.
Our situation may be different to others in that we do not need to risk as much of our capital and that the return we are getting, even this year, is providing us with adequate income and @ 65 I start receiving my state pension next August. In any case, IMO, to heavily invest at the moment would be a huge mistake but we carry that option for the future when the conditions/circumstances are more appropriate.|
|What sectors are holding your portfolio back?|