Aviva Share Discussion Threads

[smurfy2001] 11/3/2020 18:17

Because of some chap on twitter?

[enormouswillie] 11/3/2020 17:38

Could have a further long way to drop on that basis

[enormouswillie] 11/3/2020 17:36

Forecasting and justifying a 50% drop in EPS for the coming year....that is very illuminating!

[stemis] 11/3/2020 16:40

Interesting analysis from Paul Hill on why Aviva might not be as cheap as it looks

[essentialinvestor] 11/3/2020 16:39

There's arguably a case for the fund management arm to be disposed of.
However they have perhaps missed the window for this cycle.

PRU was slightly different with the MNG de-merger, but Prudential shifted
nearly £4 billion of debt to M&G. They would struggle to do that now.

[davebowler] 11/3/2020 16:34

Traditionally Aviva had a mix of annuities and life insurance to counteract increases in mortality so ought to be immune from coronavirus problems. However it a has a mix of general insurance and fund management so it is not as straightforward as in the past.

[nick rubens] 11/3/2020 16:30

Cheers EI I've bought into AV. around 325p, never seem to get the timing right, but have cash to fund more should it fall further or maybe buy more if it rises higher and I've missed any lower price opportunities.

The mkt can react either way. At the moment doom has the upper hand.

[essentialinvestor] 11/3/2020 14:07

Nick, did not want to post that but as you've said it, agree!.

Just added a small amount.

[action] 11/3/2020 14:05

Thanks for your input.

[scrwal] 11/3/2020 13:27

SLA is a better asset manager but if you are looking for dividends then the SLA cover is chronic compared to AV.

[nick rubens] 11/3/2020 13:01

I would have thought that SLA is riskier as it's all asset management. AV. being mainly Insurance and can generally raise premiums if needs be.

But who knows, anything can happen out of the blue and the real winners are the salary takers. Investors never really know for sure if their company will remain in a decent financial state to support them.

[action] 11/3/2020 12:58

Thank you all.

[essentialinvestor] 11/3/2020 12:53

SLA better viewed as asset manager. Aviva is an insurance company with an asset management arm.

[action] 11/3/2020 12:18

Shall I top up AV. or SLA for divi that is the dilemma. Any views will be appreciated.

[smurfy2001] 11/3/2020 10:02

The influenza of 1918 killed up to 100 million people. What lessons does it offer for our current health crisis?

[essentialinvestor] 11/3/2020 08:17

Well worth a look on any further equity market weakness imv.

[chinese investor] 11/3/2020 08:13

Investors will migrate to funds !

[buywell3] 11/3/2020 00:14

No it was African Swine Fever which has been spreading since I posted about it and will IMO cost the World 3 $Trillion starting from 2019 through to end of 2022.

See my back posts as to why


Worse case scenario is IMO not in as yet , here is why


--------------- Covid 19 , Italy and the rest of the EU ----------------


Italy will IMO ask the EU for minimum 100 Billion Euros regarding Covid-19 costs within days

200 Billion Euros in a month if left that late as the economy of that country slows to next to a dead stop.

Other EU members affected by Covid-19 are IMO to follow the lead Italy sets

The cost to the EU in just loans to affected countries within the next 12 months will IMO be well over 1 Trillion Euros, this is JUST loans being made.

Total Covid-19 costs to the financial fallout to the EU will IMO be 10 times this number over the next 12 months.

Many listed companies will go bust IMO

Banks and other financial institutions will IMO be in default in many countries

Insurance claims by both big organizations/businesses and individuals due to Covid-19 losses look set to rocket.

dyor

[scobak] 10/3/2020 20:29

eeza- US change their clocks forward 2 weeks before UK / Europe. Also put there clocks back 2 weeks after us. US ET now 4 hours behind GMT.

[imagining] 10/3/2020 19:40

Much praise from WHO to the government of China for their AGGRESSIVE action in containing the COVID-19 virus. Er over to you Boris!

[uppompeii] 10/3/2020 16:35

Thanks Eeza, I dont trade much now, fortunately I'd say if I forget when US summer time begins...

[essentialinvestor] 10/3/2020 15:18

There is one slightly reassuring aspect, the CFO appears very conservative
and debt adverse imv, that may be a plus point.