Brewin Dolphin Share Discussion Threads

[lingy] 06/6/2007 11:58

indicating a more probable move up than down .

[peaeff] 24/5/2007 06:25

(EDITED)

"Similarly I have also said in the past that I believe it
foolhardy to become embroiled in detailed forecasts about the short term
outlook. However I think it is reasonable to say that the second half of the
year has got off to an encouraging start."

Interims are very pleasing and, for a change, a comment from our Chairman indicating things looking good going forward.

Regards PF

[tadtech] 17/5/2007 09:25

Off topic but same sector

Guys take a look at HICH selling at a forward PE of only 13 with growth set to continue. £4.50 price target on sector av PE of 17. One to watch for sure.

[peaeff] 17/5/2007 09:21

Let us hope that we are afforded slightly more information with the coming results and that they are presented so as to instill a bit of confidence, as opposed to being something which they are forced to do from time to time.

Our current Chairman is not too keen on giving his views on future trading but it wouldn't hurt to say something along those lines.

Regards PF

[7kiwi] 09/5/2007 19:55

JLW, OK, but give another comparator - these things aren't perfect.

[jlwilliams] 09/5/2007 14:15

HL is a very different business... not sure you can really compare.

[peaeff] 07/5/2007 01:47

7kiwi

should the float turn out to be well oversubscribed could I suppose have some sort of reaction.

[7kiwi] 05/5/2007 19:07

Well, Brewin Dolphin could be regarded as a peer of Hargreaves Lansdown. HL is about to float for £700m-odd.

I'm trying to work out if to buy into the H-L float, and also if BRW might get a tailwind from the float if it is undervalued compared to H-L.

[lingy] 04/5/2007 15:08

looking like an attack on the previous high is happening

[7kiwi] 01/5/2007 21:56

Has anyone compared the fundamentals here to Hargreaves Lansdown which is about to float?

[peaeff] 23/2/2007 16:30

You wait months to hear how the company is performing and you get a quick one liner saying trading is satisfactory. I'm afraid that does nothing for me and I'm opting out. Was looking to any way so 210.75p makes me a very satisfactory profit. Last trade of day.

Good luck all will look in again I've no doubt.

Regards PF

[peaeff] 21/2/2007 20:09

Perhaps 202p will now act as support.

[nomad70] 21/2/2007 12:52

Looking strong again today. :)

[peaeff] 21/2/2007 11:00

JL

Yes I agree, momentum seems to be with us at present but as you say it can drop as quickly as it's risen. To be honest I was expecting a bit of profit taking today but as yet the price is not effected.

I do need to borrow these funds for a few days around 6-8th March and I'm wondering if this is a good moment to get out or whether I may be a bit premature.

Regards PF

[jlwilliams] 21/2/2007 10:38

Yes - just hoping there's a reason behind it! But there have been a couple of nice rises before....

[nomad70] 20/2/2007 16:45

BRW chart looking extremely bullish now. Broke 12-month high today - amidst general profit-taking elsewhere:

[peaeff] 20/2/2007 16:20

JL & Nomad

I bought at 171p and 190p (average 181p)

I do get the feeling that a significant move forward is now on the cards and in the absence of a trading statement we shall all have to be patient and abide by the old adage 'no news is good news'.

I will look forward to the price, at least, holding tomorrow.

Regards PF

[jlwilliams] 20/2/2007 14:39

130p, in my SIPP. I had a friend who was a senior man in BRW, now retired unfortunately. But nothing has happened that would have caused him to sell... Sp I will hold. There are indeed individuals who err so far on the side of caution that the stock appears dull, so I like to think that if the price moves up there is a reason, unseen.

[nomad70] 20/2/2007 13:54

Peaeff -- BRW came onto my monitor for three reasons: 1) the stock has been trying to break new 12-month highs for a while now. The drop to 1.92 represented a buying opportunity. 2) The stock conforms - more or less - to my selection criteria. Fundamentally the company has gone from strength to strength; trades on a low PEG Ratio (0.2) and a fairly attractive P/E Ration (14.8). 3) Various Directors buying shares in the past six months.

EDIT: And, of course, as is par for the sector - a take-over is far from an outlandish expectation.

[jlwilliams] 19/2/2007 20:03

I've been in since about 130. I believe that - eventually - they will be taken over. Not a company given to newsflow though.... I look at this thread often, glad to see someone here!