Aviva Share Discussion Threads

[unastubbs] 13/12/2019 06:27

trebles all round guys!!!

[spud] 11/12/2019 15:15

Interesting:



spud

[linton5] 05/12/2019 15:21

Sold at 422 a few weeks back gonna get back in here to good aprice in the 3s

[spud] 04/12/2019 20:51

Don't tell 'em yer name Pike....spud

[eeza] 04/12/2019 20:46

Well Corp Jones was always right - in hindsight.

[eeza] 04/12/2019 15:14

Anyone who has invested in stocks on 'analyst's' recommendations over the last 10 years will be badly thin & emaciated, if still able to fog a mirror.

And like Corporal Jones - always 1 step behind.

[spud] 04/12/2019 13:05

Aviva dividend pessimism drives downgrade by Barclays; Prudential 'top pick'



Aviva was downgraded to ‘equal weight’ as analysts now view excess distributions to shareholders as “significantly less likely”

Aviva PLC (LON:AV.) was downgraded and Prudential PLC (LON:PRU) selected by analysts as “top pick” as Barclays said the insurance companies can hold their ground amid persistent low interest rates.

The bank’s analysts like Europe’s insurers as they believe the sector continues to offer “above-average earnings and dividend visibility while valuation remains supportive”, overall seeing dividend yields on offer as “safe and attractive”.

In their long-old battle against low interest rates, Barclays said the ongoing question around the viability of European savings business is “here to stay”, but felt the shift by companies to capital-light products “should continue to underpin earnings for now”.

Aviva was downgraded to ‘equal weight’ from ‘overweight’ in a note to the bank's clients on Wednesday, as analysts now view excess distributions to shareholders as “significantly less likely”.

spud

[dr biotech] 04/12/2019 12:07

How long do you give the CEO? A year (march)?

I made it clear at the time that I thought an outsider was better. If MT was so good and had such a compelling case his strategy would have been implemented before.

I’m willing to give a bit longer, but by this time next year he should be out if things haven’t improved.

[imagining] 04/12/2019 11:37

Yet another downgrade today,this time from Barclays (and 90p slashed off their TP). That's 4 Broker Downgrades in under 2 weeks since the long-awaited Capital Markets Day announcements from Aviva (and no words of reassurance etc. from the CEO or BOD). Seems all those that were negative on Tulloch's appointment have been vindicated. "Pace,Energy and Commercial thinking" he bleated. Not much evidence of that here!

[scobak] 02/12/2019 20:05

Bojo has to win a seat. Not a forgone situation...there are safer conservative seats.
Has recently been looking around East Yorkshire. One or two safe blue seats exist in the area.

[eeza] 02/12/2019 16:41

Bojo has to win a majority to be PM. Corbyn doesn't.

It's Tory vs Lab, LD, Green,Plaid, SNP, Brexit Party & Miller.

[dround87] 02/12/2019 16:25

Get it done. The less I have to hear from our glorious leaders over the coming months the better.

[thamestrader] 02/12/2019 16:23

The reality won't happen, he's unelectable.
But that's OK because there are plenty of other things to be scared of.

[eeza] 02/12/2019 16:19

& that's just the threat of Corbyn - wait for the reality !!

[eurofox] 02/12/2019 15:50

election panic beginning to set in ?

[whatsup32] 02/12/2019 13:50

‘ sane majority government’

Good luck with that :)

[edmundshaw] 02/12/2019 09:46

Whatever you call "Brexit", the important change will be visibility and stability from a sane majority government.

[whatsup32] 29/11/2019 19:34

I suggest we are closer then ever to Brexit. If as expected Con’s win then no reason why we shouldn’t be out of EU by end of January 2020.

I look forward to the end of uncertainty and rise in Aviva share price but fear for the country

[whatsup32] 29/11/2019 16:05

Good point mister.

[mister md] 29/11/2019 15:33

once Brexit is done I think there may be a nice rally across the board.
Also the UK market looks pretty cheap relative to others, I recall when the FTSE first hit 7000 the DJIA was around 10,000. Now the FTSE is still at 7 k and the DJIA at 28,000 !

[imagining] 29/11/2019 15:03

Interest rates are at historically low rates. Aviva's debt can't have a rate of more than 2% average surely, especially with a Credit Rating of Aa2 from Moody's no less! Forward dividends, however, are of the magnitude of 8% though. It makes far more sense,economically, to purchase their own shares for cancellation for anywhere up to £6 per share or more with the spare £1.5billion. The savings in dividend payouts(on the cancelled shares),would comfortably cover the burden of retaining the debt. In addition the value of the shares would be much greater than they are now!