Barclays Share Discussion Threads

[diku] 07/1/2017 10:39

Looks like market euphoria catching up with newbies....

[mercer95] 07/1/2017 09:57

If you think Barclays are a good long term investment why miss out on the dividend & any possible gains in the share price, the dividend amount is taken off the share price on the ex dividend date, after that its all about the performance of the company, no one really knows when it's the right time to invest, that's something you have to decide

[cathoad] 07/1/2017 08:34

Good morning. As a new investor am I correct in my understanding that the best time to start a longer term holding in Barclays would be later in the summer when share prices are lower? I have been told that prices tend to fall after dividends are paid.

[druid2] 06/1/2017 22:05

bernie - tks. - 6.6 times covered is very good. Let's hope they increase the dividend in 2018.

[bernie37] 06/1/2017 17:59

Barclays sign
Could Barclays (LSE: BARC) be the runaway winner in the banking sector in 2017 and beyond? Let me tell you why I think it could.
The key thing for me is that Barclays is the one that has firmly grasped the Brexit nettle, and it fully understands what it needs to do to minimise the negative effects of the UK leaving the EU.
Along with the bank's third-quarter results, chief executive Jes Staley reiterated the goal of Barclays' restructuring, which is to create "a simplified transatlantic, consumer, corporate and investment bank", with the dumping of non-core businesses as quickly as possible being a key step along the way.
Looking out
That more outward-looking strategy should favour Barclays over rivals more focused on the UK and the EU, although I actually remain convinced that the rest of the UK's banks aren't in as much danger as many seem to think.
Barclays' slashing of its dividend in order to focus expenditure on its restructuring was a bold move, and a smart one. The others must surely be wondering, in the wake of the referendum result, whether their own strategies of ramping up their dividends as they emerge from the banking crisis are perhaps now looking a bit foolhardy. Lloyds Banking Group, for example, is still forecast to provide a yield of nearly 6% in 2017, at a time when EPS forecasts look weak.
Share price boost
As a mark of confidence, investors have pushed Barclays shares up since their 2016 nadir of 121p, and today they stand at 235p. That's an impressive performance, but it should also sound a note of caution, as it has pushed the shares up to a P/E of 18 now, based on 2016 year-end expectations -- Lloyds shares are on a P/E of just half that.
Still, the City's analysts are predicting a 50% rise in earnings for Barclays in 2017, which would drop the P/E to a more respectable 12. That's still a relatively high rating for a bank right now, and I wouldn't be at all surprised if we have a pause in the recent bullish run in the first half of the year. But if results continue to show positive restructuring progress, I can see an overall upwards trend continuing through the year.
What about the dividend?
When will Barclays' dividend start rising again? When the bank announced the cut at the end of 2015, we were told to expect 3p per share for 2016 and 2017, so a resumption of growth this year appears to be out of the question. And the firm's statement that it expects to "pay out a significant proportion of earnings in dividends to shareholders over time" (my emphasis) suggests to me that if we see any rise in 2018 it will only be a small one.
But that to me reinforces the nature of Barclays strategic plans, that they really are aimed at the long term and not at satisfying shareholders with short-term pocket money.
Barclays' 2017 will be very much not about 2017 itself, but about setting the bank up for the years that follow. And I like that kind of long-term thinking.

[bernie37] 06/1/2017 17:43

Key Financials
Income & Efficiency

Valuation

Growth
Latest F'cast
Div Yield 2.8% 1.3%
Div Cover 2.6 6.6
Op Mrgn 10.2% 24.4%
ROCE 2.5%

[druid2] 06/1/2017 17:20

bernie. F.cast dividend cover of 6.6% seems a bit odd!!!???

[bernie37] 06/1/2017 16:22

Federal Reserve interest rates
Expectations are that the US will be further increasing interest rates throughout 2017. While the FOMC meetings will be monthly, there are thought to be four key dates to look out for are:
14th-15th March,
13th-14th June,
19th-20th September,
12th-13th December

[bernie37] 06/1/2017 16:16

UK Bank interest rates
The Bank of England’s Monetary Policy Committee will meet eight times in 2017, which means interest rates will be on the agenda quite a lot. Meetings take place on:
February 2,
March 16,
May 11,
June 15,
August 3,
September 14,
November 2,
December 14
-

[bernie37] 06/1/2017 15:30

F.cast dividend cover 6.6%

[338] 06/1/2017 15:11

265p in a week or two anybody?

[mj19] 06/1/2017 14:57

Let's hope all these banks report well after such a nice long rise. Amazing up everyday. At this rate 350 this year easy

[mercer95] 06/1/2017 14:20

Maybe next week 240p but it's still been a good week

[diku] 06/1/2017 13:55

240p anybody?...

[johnwise] 06/1/2017 08:00

Ted,
"Bring back the good old days when you had to throw a round of golf with your bank manager and then seal the loan with a funny handshake. That's why I voted for Brexit"


Business loans in an hour at the tap of a phone: Barclays becomes first UK bank to offer near-instant SME lending

[pem5] 05/1/2017 18:21

If you are a Barclays Stockbroker Customer ensure you clarify what charges will apply to your account pits their pricing review. I have queried a recent advance notification and admin charge is increasing from nil - based on trading level - to £200 per year!

[mj19] 05/1/2017 16:41

Dow falls 100 points amid uncertainty surrounding Trump policies

[astol] 05/1/2017 16:03

The Market is taking a breather apparently ahead of the jobs report from the US tomorrow.

[1224saj] 05/1/2017 15:58

What has just spooked the market, FTSE fell at the same time?

[diku] 05/1/2017 14:49

This is squeezed in a tight range nearly all day 235 - 236p...

[terminated] 05/1/2017 12:28

Interesting video Johnwise - The notion that we need more people to look after the aging population, when the immigrants filling this need will one day become old is just illogical.

[johnwise] 05/1/2017 11:57

"Japan is the example the UK should model itself after post-Brexit. Make Britain GREAT again by firstly ending imported poverty".

[diku] 05/1/2017 09:11

240p again anybody?...

[mj19] 05/1/2017 08:29

Not letting up at all

[dontbuuy] 04/1/2017 20:47

Back down to 230p may be

D b