AZ Electro. Share Discussion Threads

[robertfaulkner] 30/5/2012 08:19

Stav, if only someone had told me 3 years ago.

I bank with Barc and when you go round the country I thought this ginormous business must be vastly profitable, I was right then but not now.

I remember an expert explaining that top bank salaries were caused because the top bankers live in a different world to the rest of us (because of the the vast profitability of deregulated banking market) they are now in the normal world in profitability, but their salaries haven't rejoined the real world

[stavros28] 30/5/2012 08:11

Stocks that have substance not a load of heads that can walk out the door if the pay is not increased every year.

Stavros

[stavros28] 30/5/2012 08:11

Rob bank shares are very difficult to value because they tell pork pies.
I stick to RR , BG , BLT best stocks in the sector.

Stavros

[robertfaulkner] 30/5/2012 07:58

HH, respect to anyone who gets even near to losing their house and carries on trading. At least with actual shares you can only lose the amount invested (as long as you don't borrow to buy them)



AZEM is my only share in profit, I have much too much in Bank shares, they seemed such bargains when I bought them, they are just much more of a bargain now. Barc, Lloys, and Hsbc.

My perfect position would be to be getting £5 or £6k a year dividends,and selling and buying the same shares, each year to realise the CGT exemption (around £10k) This should give me lowish risk, lowish time spent monitoring my portfolio and hopefully inflation protection

If only it was that easy

[stavros28] 29/5/2012 13:32

Rob BG one of my fav stocks company is a strong buy at its current levels.
Do covered calls on it all the time.

Stavros

[robertfaulkner] 29/5/2012 08:09

HH, I should add, £6k div, value of my share portfolio down £31k, overall original cost of portfolio (built up over many decades) £250k

I think my first shares were the "tell Sid, British Gas", in those days it was a one way bet.

[hopeful holder] 28/5/2012 10:54

I;ve tried to look at growth rather than dividend, both would probably be better I guess, especially given some of mine are in negaitve growth right now! £6k is a nice oversll divi and certainly not to be sniffed at.

Your note re the Lira reminds me that I have a $500 Million Zim dollar note (They did bring out a trillion note also and maybe higher). Three trillion ZIM $, at the end would give you a short bus ride and it was only buses you could use that currency, everything else was US$.

HH

[robertfaulkner] 25/5/2012 16:29

Thanks Hopeful, one of my reasons for not having all my savings in cash is my fear of inflation. I can't see any other way out for our debt than inflating it away.

I just hope shares will be a better store of value, over 10 years, and if the dividends don't collapse, they gave me £6k this last tax year

A few years ago I went to Turkish Cyprus and the Lira hadn't had the 6 or 7 0s knocked off. I still have a million Lira note and going to the toilet was 500,000 Lira.

[hopeful holder] 25/5/2012 09:01

Robert - "cash in hand" of course depends on both your risk profile and also age profile of when you wish to use any monies gained from investments - I see that the older / more retired you are, the higher the probability of cash.

If you are younger and have cash now, I would keep the powder dry and preserve capital at this point - as for me, my losers (I made an error on tight stop loss setting so they failed to trigger) will stay held as they are low, my winners I will keep as do not need the cash, yet..
Any extra cash will be used to down pay mortgage rather than invest right now.

As for AZEM, to be at these levels is quite encouraging - the last report stated business would pick up 2H12 and therefore we have a nice level to move up from. AZEM is one share that I expect to do well and once at my target area, I will set up sell orders to protect myself from any drop. This will start at 380 but I expect a early to mid 400's (450 max high) as the current final growth story.
HH

[stavros28] 25/5/2012 00:16

Stocks are safer than banks or building societies.

[hopeful holder] 24/5/2012 12:58

Hi Richard
At the start of the year I decided to concentrate on putting monies into paying off the mortgage rather than shares - The first time I have ever done this. It does make me feel happier I must admit.

I dont see myself as a trader, more as an investor so these cycles that happen oh so very often, I don't (or try not to) get too excited when things go wrong anymore. I have only a handful of s-bets and hold no CFD's any longer having been burnt badly in the past.

I look at the fundamentals in some shares and high risk reward in others.

General market, greece will default at some point. Not sure of the fallout from this as it seems to be priced in to a point - HOWEVER, if you look at many shares, they are at the support level on many, signalling that they could fall sharply or rise sharply - depends on news / fear factor.

I have about 95% in shares and 5% savings with a considerable £££ holdings.

HH

[robertfaulkner] 24/5/2012 07:53

Thanks Hopeful, maybe iii is much bigger than Selftrade.

How are you reading the market/Euro zone problems

It seems generally batten down the hatches, it's obviously to late to sell our shares now, I wish I had the courage to buy some more shares for my portfolio.

I have about 1/3 of my savings in shares and 2/3 in Building Societies.

I don't really want to risk any more Building Society money

[hopeful holder] 23/5/2012 20:23

Rob - To confirm, as long as you tick the right boxes etc, then III will re-invest and did with my AZEM shares.

They were not able to re-claim DWT for my DGO shares though so they do have shortcomings. Generally though, I find them okay.
HH

[stavros28] 22/5/2012 06:07

Some small stocks don't have the liquidity to allow brokers to auto re-invest.

[robertfaulkner] 21/5/2012 21:57

Hi Hopeful, thanks for afvice but Selftrade won't do all shares auto re-invest.

I have the box ticked and it works with all my bank shares and BP but not with my Cookson and Azem shares.

Did you say that iii will auto re-invest your Azem shares?

As you say if the stock broker auto does it it saves time and the commission is much less

[hopeful holder] 21/5/2012 12:02

Rob - I use selftrade for some of my other holdings - There is a box which needs ticking for divi re-investment. I also use iii and re-invest, as I dont have time to actively manage my accounts - for AZEM i ended up with a tranche at 321p... eeek, i would not have bought at that normally and probably have gone with 285 or so.
HH

[stavros28] 20/5/2012 23:52

Could do don't go chasing it in this market let it come to you or buy BLND !

[robertfaulkner] 20/5/2012 16:22

Stavros I just got around £400 div from AZEM and I've just put another bit to make a small AZEM limit buy of £500(A sort of div re-invest which Selfrtade won't do for smallish companies)

My limit buy is 285p, do you think I'll get them?

[stavros28] 20/5/2012 01:21

Very strong the past few days .

[stavros28] 17/5/2012 23:31

Good move against the Index again !



Chart 4 u

Stavros

[stavros28] 16/5/2012 18:57

Sorry guys and girls been very busy in the oil market running a hedge for a guy who owns a transport company.

AZEM Good move up towards the end of the day.

[robertfaulkner] 16/5/2012 10:03

Where are you Stavros, we need your enthusiasm?