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Share Name Share Symbol Market Type Share ISIN Share Description
Aew Uk Reit Plc LSE:AEWU London Ordinary Share GB00BWD24154 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 77.00 76.80 77.00 78.60 75.80 77.00 1,004,431 15:54:51
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 17.8 3.7 2.4 32.1 122

Aew Uk Reit Share Discussion Threads

Showing 726 to 749 of 1050 messages
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DateSubjectAuthorDiscuss
10/3/2020
10:49
I generally only buy ITs on wide discounts and tend to sell them when the discount narrows too much or the yield drops. I sold several very long standing ITs recently APAX and PEY and both have fallen back significantly. I was at 40% cash before the current carnage. I am looking across the board to get back in over time, but again only when the discount is very large at least 10% and preferably a lot more. As I said above AIF (which I sold in December) has a very good set of holdings and is already at a discount above 20%.
rcturner2
10/3/2020
10:39
"As I went 100% cash a few weeks ago..." Tournesol - well done you. I went to 50%; but now at 33%. Always prefer to keep some skin in the game and benefit from either bounces or recovery. Well remember 2008/9. Lost 31% of my SIPP in 2008; then made 85% in 2009. Are you not tempted to buy back in for a %age, or are you fearful of further dramatic falls as other countries go into lock-down?
skyship
10/3/2020
10:33
@tournesoi - indeed. ITs are the thing to buy when the market has tanked and when sentiment has soured/discounts widened. They're not the thing to buy and hold when discounts small/on premiums (LTI's 80% premium for eg). The gearing factor alone should make them fall more than the market - and rise by more than it on the way back up. A similar gearing argument (to stay vaguely on topic!) for the likes of AEWU.
spectoacc
10/3/2020
10:29
RCT I had about 1/4 of my funds in IT's (including REITs) until recently. The rest was divided between individual equities (1/4) and a basket of bonds and prefs (1/4) with the balance in cash. A I went 100% cash a few weeks ago since when I have been tracking my previous holdings to see if my decision to exit was a good one. The ITs in which I used to have holdings have done just as badly as the individual equities and in many cases significantly worse - eg the ITs focussed on small companies. Had my ex-portfolio been 100% IT its resilience against the recent volatility wouold have been significantly lower.
tournesol
10/3/2020
08:07
I mean ITs in general. AIF (for example) which has a very wide set of holdings including other REITs is already on a 25% discount.
rcturner2
10/3/2020
07:44
RCT - sorry, not fully understanding your post. By ITs do you mean REITs. If you are referring to general ITs then you would have to be very selective to achieve "massive discounts". The majority of ITs trade in a range of 10% discount to a 5% premium. To my mind the problem with delegating portfolio management to a basket of ITs is that one tends toward a BUY & HOLD mentality, whereas managing your own affairs gives you the opportunity to massively increase cash levels in times of doubt.
skyship
10/3/2020
07:16
This is where investment trusts come in. I have a long list of those I bought in 2010/2011 which not only allow you to buy cheap shares but also at a massive discount. The discounts are one of the best indicators of market mood. If you look at HFEL for example, this is still trading close to NAV which is mental considering the "FE" stands for Far East.
rcturner2
09/3/2020
19:02
@tournesoi - I guess the point is twofold. 1. This wasn't a crash, tho I accept eg SDR's uncrossing price this morning, or PMO's 10p opening UT, suggests some panic. 2. FTSE is 6k for a reason - oil has tanked, economic activity out of China and now Italy will have cratered. So the market is perfectly rational to have dived. But anyone who knows the market knows "rational" isn't the time to buy. "Schizo" is the time to buy, when it's pricing in a worst-case that may well not come to pass. Or: buy cheap, don't buy fair value. To say the market isn't yet pricing in the worst-case is an understatement. 12 months of rolling lock-downs, Covid-19 spreading across America, mass bankruptcies, deaths, over-loaded healthcare, an inability in the West to lock down the way China has - choose your FTSE figure for pricing in that possibility. (Yes - "pricing" is % chance, but that's the FV price. The market is bi-polar). I recognise I've fallen into "Do you want to be right or do you want to be rich".
spectoacc
09/3/2020
18:03
Specto Perhaps we'll avoid a stock market crash, perhaps we won't. But to be very clear - this isn't it. If I interpret you correctly, you're saying that things will likely get worse before they get better. Sadly I agree with you. I don't think is a flash crash. I think it is a descending staircase in which today is just one step downwards. I am afraid there are more to come before the direction of travel is reversed.
tournesol
09/3/2020
15:53
You'd think a few more forced sales from the property unit trusts must be not far away!
spectoacc
09/3/2020
15:47
Hopefully they be able to pick up some bargains with their 7 million that they raised!
waikenchan
09/3/2020
15:12
Watch Italy, if you want to see where we're likely heading. Perhaps we'll avoid a stock market crash, perhaps we won't. But to be very clear - this isn't it.
spectoacc
09/3/2020
14:59
All guesswork..with not a lot to base it on
badtime
09/3/2020
13:41
You need to look to Italy if you want to see what's going to happen here, and all over Europe, and the USA. We're not guaranteed a crash, or disaster, but neither are remotely priced in yet.
spectoacc
09/3/2020
12:52
Need to look beyond China. In S. Korea the new cases rate has fallen dramatically for 8 straight days...
skyship
09/3/2020
11:41
The 8 weeks is highly dubious as they were probably/possibly sitting on the news for some time before that. Posted elsewhere :- China Deploys Drones, Citizens and Big Data to Tackle Coronavirus.
skinny
09/3/2020
11:38
Virus seems to be stabilising in China ( if they can be believed ! ) and has taken around 8 weeks - so probably can expect similar time frame here.
eeza
09/3/2020
10:05
Plenty more bad news ahead, not that I'm going to be able to call the bottom when it does come. First thing was close to capitulation on some stocks but my money is on it all getting a lot worse yet.
spectoacc
09/3/2020
10:03
Spreads were shocking early on and then orders couldn't be fulfilled on ii but semblance of normal trading spread has now returned but prices have moved up a fair bit so sitting on the sidelines as i reckon it will be blowout again when US opens
nickrl
09/3/2020
08:37
its amazing how they crash at these times
jon123
09/3/2020
08:27
Some strangely disproportionate movements today. AEWU down over 9%, worse than any other propco I can see... Trying to buy a few but YouInvest seems to have crashed!
skyship
09/3/2020
07:30
There may be a better buy price this morning. Amazes me how quiet ADVFN goes on massive down days - this is when all the fun happens!
spectoacc
06/3/2020
14:08
I think the limit order at HL was broken earlier. I had to ring up to get stuck orders cleared down. Eventually got a chunk at 89p.
novision
06/3/2020
12:45
It’s a nightmare trying to buy as the size offered is no more than 1,000. HL’s order management software appears to have broken down also; I cannot tell what I have bought so far! But at 89p, I am not overly fussed.
chucko1
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