Aviva Share Discussion Threads

[leedslad001] 21/8/2020 08:45

All worring about Brexit again top up and forget this year look next year imho

[spud] 21/8/2020 08:44

Value will always win out p0pper. The vital ingredient is patience and big cahonas to continue to buy at these depressed levels.spud

[p0pper] 21/8/2020 08:17

Anyone see Bloomberg early on this morning, UK stocks most undervalued (cheapest) of all indices

[uppompeii] 20/8/2020 20:23

Yep, except the US.

[eurofox] 20/8/2020 17:50

time to buy then

[bo90] 20/8/2020 16:05

yes i could have forgoes the divi and sold prior, my only comfort on these past red days is my penny share Zoetic which has reversed the trend for two weeks now

[wadders5] 20/8/2020 14:16

Absolutely, wish i had sold at £3+ as well ?. If i had though it would be £3.50 now!!

[buywell3] 20/8/2020 14:14

ALL markets everywhere a sea of RED

[linton5] 20/8/2020 14:06

Boy school error from me my head said sell 306 heart said don't mmmm fool

[dope007] 20/8/2020 12:12

Markets are not pricing in growth. They are pricing in the complete collapse of the value of money due to the collapse in yields via the printing presses

[eurofox] 20/8/2020 09:29

p0pper,

I suspect the world is coming to realise that growth for ever is coming to an end. Markets have been geared to "growth over value" for some years and I'm increasingly taking the view that the paradigm is gradually shifting back to value (over dubious growth prospects)from assured cash flow, operational efficiency and strong balance sheets. So, yes, indices may well be dragged down further but I suspect not all stocks will be equally affected because of the opportunity to make such a paradigm shift under the covers of general malaise. I've therefore taken the view that I am holding on to my core holding in AV. because the risk of missing another significant low is vanishing by the day. Further top-ups may or may not be possible, but i keep plenty of dry powder for such eventualities.

[p0pper] 20/8/2020 09:00

Euro, still think we are due a fairly "healthy" sell off, yanks are well overvalued and I can see at least 10% across the board, what's your thoughts on that one? tia

[eurofox] 20/8/2020 08:43

I'm impressed - very few selling

[eurofox] 20/8/2020 07:45

Low 270s today?

[cjac39] 19/8/2020 16:57

Nothing to add on Italy wba. I don’t know what they have there in much detail and haven’t ever really found much written about it. Also not sure what their focus is for offloading European assets. I think they just raised the flag saying non core to see what comes in from the investment bankers

[1pencil] 19/8/2020 16:29

Not a great year for hedge funds I would imagine.

All sorts of stocks making new highs along with some indexes, trackers are where it's at for low cost too.

(Jan 2019)

"Jack did more for American investors as a whole than any individual I've known," billionaire Warren Buffett said. He praised Mr Bogle for putting "tens of billions of dollars" back into the pockets of investors.

[waterloo01] 19/8/2020 15:15

Still relatively new to AV. having bought in a couple of months ago but I just keep adding. Happily sitting in the divi PF.

[wba1] 19/8/2020 14:16

On the question of disposals, I am surprised at the lack of mention for Italy. I would get shot of their general insurance business as fast as possible. Believe it or not Italy has some of the best actuaries/underwriters around. They have to be in order to keep ahead of some of the customer scams they face. Unfortunately Aviva Italy do not have any of the better people, are sub scale in general insurance and have a disappointing track record. I am not sure of the health of the life and investment business in Italy (cjac?)but see no reason not to carve off general insurance if a buyer can be found at an acceptable price.

[imagining] 19/8/2020 13:41

let's hope they don't renege on the 6p dividend this time. Enough damage has already been done to the integrity of this 'Blue Chip'company!

[spud] 19/8/2020 11:47

Yes 6p payable on 24th September although it is xd now.

spud

[thatsmart1] 19/8/2020 11:44

Is there any divi here at the moment?

[hhhold2] 19/8/2020 11:37

I'm looking at the chart on max time line and it looks great long term from here.

That's the wife and I's isa's jam packed with Aviva shares and it's going to take a few years to get the others in our trading account transfered in there as well. Topped up again 282p this morning.

I'm loving this uncertainty & opportunity and looking forward to seeing the next company statement on dividend including the special.

[1robbob] 19/8/2020 09:58

pOpper. In the current climate where the CEO macho guage is their dividend cutting 'courage'/'conservatism' there is definitely a risk that any re-basing could be un-necessarily overdone.
Personally, I can see little current rationale for cutting the AV dividend at all.
In the great scheme of things, especially for an Insurance Company, 2020 has been difficult but certainly not a calamity. Also, looking forward rates will be firming and costs easier to control.
If AB has any courage she should maintain the dividend and only rebase should disposals necessitate it.

[p0pper] 19/8/2020 09:21

Bloody hell rob if she doesn't know that basic fact we are hopelessly in trouble, lol

[1robbob] 19/8/2020 09:18

A little sloppyness in the share price may not be such a bad thing.
It might convince AB that too large a dividend 'rebasing' could severely de-stabilise the share price