Aviva Share Discussion Threads

[tfergi] 14/12/2018 11:22

Aviva still seems to get extra slaps down all the time

[essentialinvestor] 14/12/2018 09:16

Key, most welcome.

[the deacon] 12/12/2018 08:15

Yup. Plenty of uncertainty and volatility abound. This is why I've been trying to keep plenty of powder dry. Looking forward to a bit of shopping :-)

[danielbird193] 12/12/2018 07:58

And here comes that leadership challenge (and all those further opportunities....)

[essentialinvestor] 11/12/2018 18:34

Keyhole, DLG or TSCO worth trying with car insurance.


If there is a leadership challenge to the PM, and I'm only mentioning
this re equities, there may be further opportunities in UK domestic companies.

[uppompeii] 11/12/2018 18:04

Had a little spell as CGNU as well!

[keyhole] 11/12/2018 17:49

buywell3. ref 23278.
"30 years ago AV. traded at 400p. It has traded lower" There was no AV. 30 years ago.

I bought 5000 CU in 1997 @ £6.87 for £33,900. Then they became CGU in June 98. Then they merged with Norwich Union and became Aviva.

They rose & fell and reached £5.70 in Mar 2015. My total div receipts since 1997 are £29,861.

[uppompeii] 11/12/2018 15:32

I've added Pru, SLA and just 5 mins ago a few Aviva. Be nice if they went up but 7.25% here will do if they fall further.

[this_time_its_different] 11/12/2018 14:10

STRONG BUY

[zho] 11/12/2018 11:48

We expect the European insurance sector to outperform the market in 2019. An increase in underlying customer demand with little change in supply should increase insurers’ pricing power, leading to growing earnings. Investors can be assured by a highly prudent solvency regime which keeps balance sheets strong and high-yielding dividends safe. Top Picks – Aviva, Beazley, Just Group, Legal and General . Outperforms – Ageas, Direct Line, Lancashire, Munich Re, Phoenix, RSA. UK life – limited Brexit risk creates buying opportunity. The subsector has underperformed due to the uncertainty caused by Brexit .....

[essentialinvestor] 11/12/2018 09:02

Very good call by skinny here, has to be said.
Called this well in advance.

[danielbird193] 10/12/2018 22:08

It's seriously undervalued at current prices. That's not to say it won't go lower, but Aviva is a cash machine at the moment, free cash flow gushing from its coffers and showering us with the glisten of a 7% yield. You'd be silly to sit on the sidelines and watch this bargain disappear.

[this_time_its_different] 10/12/2018 21:34

Aviva is not going to 300p, strong buy right now.

[buywell3] 10/12/2018 20:43

So the PRU say ''We continue to believe that restructured equity release mortgages are a suitable asset to back annuities as part of an appropriately diversified portfolio.”


The UK property market is about to drop another 25% to 30% in the next 2 to 3 years IMHO

This won't do those that are exposed to the Equity Release mortgage risk “arising from the no negative equity guarantee”.

Hence my call for AV. for 2019 is 300p

dyor

[cordwainer] 10/12/2018 20:12

This update from the PRA should also be mildly positive for the likes of LGEN and Aviva as well as a big boost for Just Group ...

hxxps://www.mortgagestrategy.co.uk/pra-updates-equity-release-supervisory-statement/

Just thought it shouldn't go overlooked out of todays other noise.

[this_time_its_different] 10/12/2018 17:39

STRONG BUY!!!!

[tfergi] 10/12/2018 17:06

Got hit hard today. Again !!

[buywell3] 10/12/2018 17:00

Just when you thought it was safe to back in the water

The markets got shafted by a vicars daughter

Many folks like a bit of insurance

But with Carney Hammond and May

That doesn't look too good today

[essentialinvestor] 10/12/2018 13:32

Would also tend to see it as you've outlined Deacon. Worth watching.

[the deacon] 10/12/2018 13:12

I agree. It's not going to be tomorrow's deal, so I suspect we'll see quite some volatility over the forthcoming weeks and months. Ultimately though, I expect there will be an agreed deal. There isn't any political will for a pure/no deal brexit. Until that deal arrives though there's going to be a lot of uncertainty, and I wonder whether we'll see 350 here in the meantime..Great opportunity if you're looking for long term candidates for your portfolio..

[this_time_its_different] 10/12/2018 12:54

ESSENTIAL....IM GOING TO FILTER YOU AS WELL. NO NEED TO OUTRIGHT LIE. FAKE NEWS!

[this_time_its_different] 10/12/2018 12:45

Again essential spreading lies, I haven't edited anything to do with LGEN. Where did I say it couldn't go under 230p! Nowhere! STOP LYING.

[essentialinvestor] 10/12/2018 12:41

Yes you did, gone back and edited your previous posts then.
You make one atrocious call after the next. Filtered.