Barclays Share Discussion Threads

[blackberry122] 13/1/2016 21:58

looks like it's going under 200 tomorrow based on the adr performance and DOW

[davew28] 13/1/2016 19:59

micronesiac,

Sounds like disgruntled employees to me. Granted, the IB is a problem particularly with the ring fencing but that is why JS has the job of CEO. Some parts are capital intensive with a poor ROE. One of his tasks is cut these areas and focus on those areas that produce best returns. Jobs will go as they are in most banks as they all look to slim down to increase profits. McFarlane has previously stated that Barclays will be focusing on UK, US and Africa as core and that the remainder would be sold off so no secret there. The image problem I believe is a red herring unless it is causing major haemmoraging of value customers which I've not heard reported and there's nothing wrong in chasing the next innovative breakthrough in Banking so I think it good that they are investing in the future such as Bitcoin. I think we need to wait and give JS a chance to see how he moulds the bank. Annual results will be his first opportunity to reveal what and how he intends to do.

[micronesiac] 13/1/2016 17:44

There's a wave of redundancies being announced at the same time as results and bonuses in March. IB is screwed and functions being outsourced to the emerging markets. I know people very close to the matter. PCB (retail and wealth) also continue the downward spiral of revenue and profits with Barclaycard set to continue its reign of King supreme at this time of major consumer debt. It's a tragedy waiting to happen. Who wants to do business with Barclays at commercial, institutional or retail levels? They have a major image problem. No amount of 'citizenship' initiatives is going to cut it. MacFarlane is asset stripping to the hilt, costs are being hit hard. PCB wants the future of banking to be akin to Uber with banking services at your fingertips. A nobel model to strive for but can Barclays deliver? I don't think so, too much bureaucracy and with IB on its knees a major shift in direction is needed

[portside1] 13/1/2016 16:16

just spoken to an investor he said I said Colchester utd
its now more like the local school team .

the chairman needs to give out some good news before the AGM or resign

[technohead] 13/1/2016 15:52

and the rest of the market too smarty!

[smartypants] 13/1/2016 15:14

No..no good..Yanks are determined BARC got to be under 200p..So, lets see ?

[portside1] 13/1/2016 15:00

THEIR IS GOING TO BE TROUBLE AT THE AGM OVER 23 INVESTORS TO STOP THE MEETING TILL THEY GET ANSWERS ON THE CRIMINALS AT THE BANK AND NOT SACKED ,

HAVE ANY OF YOU ON HERE BEEN ASKED TO JOIN THE DEMO

[portside1] 13/1/2016 14:56

the fall over the last 3 months is down to the dimwit

MC FARLANE THE MAN IS NOT HONEST MORE A CROOK A USER
HE AS BEEN SILENT SINCE HE TOLD LIES ON WHY JENKINS RESIGNED NOT SACKED

[smartypants] 13/1/2016 14:48

There you go..god bless em..took 15 mins to wipe out daily gains..what a bunch of crooks

[mj19] 13/1/2016 09:00

Close this windowBy using Yahoo you agree that Yahoo and partners may use Cookies for personalisation and other purposesSkip to search.New user? RegisterSign inHelpGet the News Digest appMailPWed 13 Jan 2016 8:56 - UK Markets close in 7 hrs and 34 minsWhy Flirting With Lloyds Banking Group plc, Barclays plc And Royal Bank of Scotland Group plc Now Is DangerousBy Kevin Godbold | Fool.co.uk – 22 hours agoLLOY.L 68.71 -0.59RBS.L 282.80 Where are the shares going in 2016 for banks such as Lloyds Banking Group (LSE: LLOY), Barclays (LSE: BARC) and Royal Bank Of Scotland Group (LSE: RBS)?My bet is that they're either slipping down or at best staying around their current level. That in itself keeps me away from the big banks, but there's another even more powerful reason for me to keep bank shares at arm's length.Caution is neededThe big banks continue to fascinate private investors. Perhaps it's those low-looking price-to-earnings (P/E) ratios and high-looking dividend yields that attract. But anyone who has read investing legend Peter Lynch's advice on trading cyclical shares will surely treat the banks with caution.For the last two years or so I've been avoiding the big banks and it has worked out well with the shares more or less flat. My bearishness started after the big rises that were all done by the beginning of 2014. To me, that looked like the share prices adjusting to accommodate their bounce-back in earnings after the financial crisis of the last decade. I reasoned back then that earnings would be harder to grow after they recovered to pre-crisis levels. So far, that seems sound.To find out what Peter Lynch has to say on cyclicals, read his book Beating The Street, especially if you're picking your own shares to invest in. Lynch's advice is the best on cyclicals I've come across and has helped me get a few big calls right in recent years.Not all they seemThe banks currently look like 'value' investments at first glance. However, there's danger that a value-investor's or an income-seeker's toolkit will let you down when it comes to cyclical investments such as this.Lynch says that when traditional valuation indicators such as P/E ratings and dividend yields look the most attractive, cyclical firms are at their most dangerous for investors. When the indicators look tempting, cyclical firms have often enjoyed a long period of good trading. The trouble with cyclicals is that they're very responsive to macroeconomic conditions. You only have to look at the recent share price weakness of the banks to see how fast they dip at the slightest whiff of a weakening economy. For good reason, too. When the economy slips, so do cyclical profits and the share prices of cyclical companies.So, mid-macrocycle like this, the stock market tries to smooth out the valuations of banks and other cyclical firms by gradually compressing the valuations of the underlying businesses, in anticipation of the next collapse in profits with the next macroeconomic down-leg.It doesn't workTry as the market might to iron-out fluctuations, it rarely works well and cyclical firms see their share prices plunging come the next downturn. Lynch reckons we flirt closer with the edge of that abyss the lower the valuation of the cyclicals get.I've been following Peter Lynch's mid-macrocycle advice for a couple of years now. It's saved me from the plunge of the miners and oil companies and kept me away from the lacklustre performance of big banks. It also caused me to exit my trade in housebuilders too early, but that's a small price to pay for the disasters Lynch helped me avoid.Big banks such as Lloyds, Barclays and Royal Bank of Scotland look dangerous to me now. To invest in them is to flirt with the unknown arrival of the next profit collapse.

[extrovert] 12/1/2016 22:58

We have already had more than 20% correction as have most UK banks.

[valedo] 12/1/2016 16:54

RBS says sell everything.......market is going to crash.......by up to 20% !!
20% if it happens is more a healthy correction I'd say

[smartypants] 12/1/2016 16:14

Yanks are having another panic attack..some one stick a paper bag over there head...no...make that a plastic one !

[gotnorolex] 12/1/2016 14:44

Barclays PLC: How Important is US Market?

[manics] 12/1/2016 09:14

Most US caps already in a bear market. The indices are held up by a few mega caps (FB. AMZN GOOG etc).

[cmillar] 12/1/2016 09:03

Matt - would you believe him if he told you?

[savogi] 12/1/2016 09:01

matt

My short or shouting from the rooftops won't influence the market tiny bit.. Trust me.. As those big boys have printed over 6 trillions.....

Rick

The U.S is already in recession... The U.S earnings have been sugar coated for the last 3 years.. Much of the economic "growth" has been based on printing "toilet paper" and debt spending,not on genuine increases in purchasing power.
The earnings will be dreadful this year...

[rickmay] 12/1/2016 07:19

Blackberry when the markets have already fallen and they come out and say sell the market its time to get bullish and BUY.US earnings will be excellent this qtr.

[blackberry122] 12/1/2016 07:02

sell everything says RBS

[mattboxy] 11/1/2016 20:57

Ok so how big is your short. Funny how you and ball deap keep avoiding that question. Does admitting you are short ruin your argument??

[mbmiah] 11/1/2016 20:48

185 is more realistic Sav

[savogi] 11/1/2016 20:25

matty

Please read my posts again... I said there is a good chance to be a Bid target at around 80P.... but I start buying around 1.00 to 1.20 mark.

[mattboxy] 11/1/2016 19:08

SavogiYesterday you said we should buy at 1-00 - 1-20 and today you say it's worth less than 80p. You are a shorting fool! You are just trying to scare people out and make your pittance. How big is your short ?? Go on be honest for once!

[extrovert] 11/1/2016 17:05

Yanks running the show, selling all banks imo. DB saying buy so they can keep offloading, crooks around every corner.

[2rocketman] 11/1/2016 16:26

Strange the consistent hammering of the share price here!! Something toxic going on behind the door ..