Aviva Share Discussion Threads

[123trev] 29/12/2020 11:48

Lol, I have a grip mate a firm grip on reality!

[woodhawk] 29/12/2020 11:45

123Trev,

It won't happen in one day - get a grip!

[123trev] 29/12/2020 11:33

Walls of cash already exist that would and should be driving the U.K. markets but for some reason are not?

[1robbob] 29/12/2020 11:26

What would the effect be on the Market if the BoE were to expand the scope of QE to include the purchase of equities?

[123trev] 29/12/2020 11:15

Just a word of caution here with the Dow and Dax breaking records and walls of cash being thrown in expect a 10% correction soon just my opinion of course.

[geckotheglorious] 29/12/2020 09:34

My Top 5 for 2021

GSK
MMED
HEOFF
GOLD
CEY

[edmundshaw] 28/12/2020 22:53

cjac I recall buying several small breweries ages ago - Jennings, Belhaven and a couple of others. Relative to their profits they were on fair PERs, and with a reasonable but not massive dividend - but the properties were in the price for nothing. When the bigger boys wanted to expand, it seemed to me it would be an easy win to buy these up as they saved massively on property expenses compared to opening new sites - and that is just what happened; almost all the small listed breweries got taken over, which is one of my little success stories. I am kind of hoping the same might happen with MMH, though I am not banking on it - MMH are so well run and have been taking market share at a good rate for years... and a couple of years ago they suddenly upped the dividend to something quite useful - they even paid this year's final in May, and I am expecting something next May too (they did shelve the interim). I have followed their 5 biggest listed rivals (and the two unlisted big ones), and none of them looks better to me.

[cjac39] 28/12/2020 18:40

ES MMH is an interesting one. CEO lives round the corner from me and I know it well. I totally agree it’s hugely undervalued relative to their props. I was keeping my list to financials but I agree although what the catalyst is who knows

[carpingtris] 28/12/2020 18:30

@ Edmundshaw

I've Henry'BOOT' shares... CTO looks interesting thanks.

[whatsup32] 28/12/2020 18:29

just one pick for 2021

Glaxo , steady dividends last 5 years , edge against GBP fall , share price near year lows , company run highly professionally and income spread across globe.

I’m naturally veeery long on Aviva but my only concern for not picking it is if France deal doesn’t go through share price will drop

[carpingtris] 28/12/2020 18:24

I've two to add;

FCRM- AIM listed so imo take care.. never had much luck with AIM shares but these I hold.. interested in the smart metering growth and EV charging points potential amongst other things. DYOR.

CRL- Small cap main market provider of hand sanitizer to NHS recently but good online growth and I've seen its products across most major retailers in some form or another.. DYOR. They pay a small Divi too.

oh and AV.

I've ~25 investments in my pot including funds and investment trusts.

[edmundshaw] 28/12/2020 18:02

Top 5 for 2021 is not my top 5 for the next 3 years or so. But anyway (in no special order) with a brief reason for each:

1. AV. (Aviva). Nuff said already here.
2. CTO (T. Clarke, great track record, high skill levels, can choose its customers).
3. FORT/IBST Forterra and Ibstock brick production. Importing is expensive, this and clay reserves required = moat, while housebuilding = security and growth.
4. MMH Marshall Motor Holdings. undervalued growth story in cars. Property >> market cap. (This one may take more than a year to realise value.)
5. WIN Wincanton. Undervalued well run growth story in logistics.

All of these have a good yield too...

[wi1l] 28/12/2020 08:55

Agree with you on MIN Boystown,should find out soon (JAN/FEB or knowing them probably MAR!) whether you are right on that one,shortage of shares available should make it more interesting too.

[dbadvn] 27/12/2020 22:35

Cassini, yes Dgoc is a great dividend choice. Was a screaming bargain at 60p a few months ago ! Probably not much chance of share price growth now as you say. They are the kings of low price production and have shown repeatedly that they can acquire and turn around new assets.

[boystown] 27/12/2020 20:36

All IMO etc.; a couple that could be worth 10 times as much or disappear are MIN and CLP - while the best solid value small cap shares are PHSC, WYN, HSP, HAT, GATC, FLO, PMP and TON, whilst the best big & boring yielders are IUKD (a collective ETF), LLOY, AV., RDSB (or A), LGEN, HSBA, EDIN (an IT), SLA and DLG.

Good luck all for 2021

[wba1] 27/12/2020 19:22

DBADVN; I did say gamble 😊. But UJO is that rare case of a binary bet. It will either go up significantly on Wressle production and WN EWT result - or fall back if they fail. But the downside is probably about 40% (given other assets) and upside significantly higher. So a pure gamble, but interesting.

I like to run 2 accounts. A serious much larger one, mostly to hold longer term but some opportunistic trading, and a smallish gambling fund where I accept the risks.

[cassini] 27/12/2020 16:33

In the oil and gas sector, for dividends, DGOC (Diversified Gas and Oil). It runs legacy wells and pays out 9% - it didn't miss a dividend payment this year when the majors like BP and RDSB cut theirs. It was also admitted to the FTSE 250 this year.

Not much prospect of share price growth though and best held in a SIPP for withholding tax purposes as it's US domiciled.

[cassini] 27/12/2020 16:27

My 5 for 2021:

Aviva - awaiting a rerating after new management and foreign disposals, as we know.
Marstons (MARS) - depressed brewer, large price swings lately.
Investec (INVP) - General Financial, part South African. Geo/currency risk I think but a potential doubling possible. Flatlining at the moment.
Shell/BP (RDSB/BP.) - oil isn't going away any time soon.
Hyve (HYV) - events hosting company that has taken a good kicking this year. Risky, but potential to double. It's already raised money in 2020.

Bonus wildcard: Microfocus (MCRO) - Software/computing: Badly run in the last couple of years, potential to double though.

Sectors catching my interest recently are energy (fuel cell/hydrogen) and biotech.
I am already overweight in the insurance sector and sin stocks, so need to look a little further in the future. It feels like gambling though...

[dbadvn] 27/12/2020 16:10

wb, Union Jack Oil ?

Now that is a real gamble !!!

Less of a gamble in the oil shop are the service cos .In the US that's SLB, BHI, HAL. In the UK only really John Wood Group ( also nicely covers Nuclear/ Infrastructure ).

[igoe104] 27/12/2020 15:25

My list for 2021.

SUR
MWE
VLX
INL
Av

[father jack1] 27/12/2020 14:49

I think the banning of dual pricing will have negligible impact on Aviva, Direct Line at al as they will simply increase the price for everybody to mitigate the loss of the loyalty penalty. It might be beneficial long term as teaser rates must be expensive to maintain. Of course, if I'm wrong, Direct Line are badly exposed as wba1 has already said, but the quality of their brand should cushion any potential downside. Btw, I would have more respect for the FCA clamping down on an admittedly. dubious practice like price walking if they did not so dismally fail to do their job protecting investors in London Capital and Finance.

[spud] 27/12/2020 14:33

Long on Ftse would be an easy win imo Rob! spud

[jomac2412] 27/12/2020 14:08

My top picks for 2021-

Aviva

GSK

De La Rue

Heiq

HSBC