Diploma Share Discussion Threads

[alphabeta4] 11/9/2013 18:51

Anyone want to wager reasons for the (welcome) ath?

[jeffian] 09/8/2013 10:59

Well it's a bit more fully-valued now!

[jeffian] 30/7/2013 11:15

I always thought you'd be here forever - like me!

8-)

Edit: I've admitted before - if not here then on other threads - I'm a terrible seller. Shares which I've sold out of - albeit at a profit - include FOUR, James Fisher, Next and Persimmon and they've all multi-bagged from my sale price. I now try to filter out wider market conditions and not second-guess where the 'top' may be for any particular share, but just hang onto it through thick and thin as long as the company itself is doing the right things - growing revenues, profits, earnings per share and dividends - as DPLM seems to do. If it moves sideways or even goes down for a while, I just pocket the divis and wait for things to catch up again.

[silverfern] 30/7/2013 10:48

Nothing wrong here as ever, just as you say whether the price now fully reflects the business, which I think it does. Btw, I sold Telecity four weeks ago having made 10%. Now in PFC.

[jeffian] 29/7/2013 09:56

Trading update tomorrow.

[silverfern] 13/5/2013 19:29

Ii sold at current levels and went into Telecity. I wish all my decsions were as smart , but this will always be on my radar - last Octobers fall to 450p for example was good buying opp.

[jeffian] 13/5/2013 11:47

I like this company a lot but today's interims have done nothing to allay my nagging fears that it is fully priced at these levels. Growth is pedestrian, albeit against strong comparatives from last year, but on a historic PER above 20x, a fair bit of future growth is in the price.

[silverfern] 09/4/2013 14:10

The second half is expected to be stronger than the first half and there's a hint that revenues across the Baord will not equal last year's peaks. If that transpires , in the current market the share rpice will be hit. It's a month away from the interims so who knows. I sold above these levels and will watch carefully and look to buy if the market contnues to be silly

[bluebelle] 25/3/2013 16:58

As long as the company is comfortable with its forecasts, I think this is still undervalued compared with its peers. The fact that I disagree slightly with one of Winni's acolytes gives me added confidence, although I wish, given his recent record, that he would go short !

"Cupid, draw back your bow......!!!"

[alphabeta4] 24/3/2013 17:22

Stumbled across this on the website, didn't realise there were only 1000 holders!



Anyone know if the IMS is Monday or Thursday? II says Monday, Proactive Investors Thursday.

[alphabeta4] 09/3/2013 01:44

Indeed, it's the discounted future earnings to inifinty that should make up the price not just one years figures. Having said that the market often tends to over correct both upwards and downwards, predicting the top and bottom however is like predicting the extremes of human emotion.

I also sold 581p to only come back in at 603p on the retrace with my tail between my legs, was surprised just how easily went through 600p at 630p and was lucky enough to grab on the retrace (was liable to test 600p which it passed). Think 660p is possible in the short run.

LOQ is posing me a similiar dilemma, has run out of proportion to the results (albeit tech so a bit different) but have kept in as think worth running winners.

[quantumx] 07/3/2013 15:15

Do earnings need to double or have, on a very simple PEG analysis, they moved on to a higher PE rating because of better growth prospects?

[jeffian] 06/3/2013 22:38

The issue isn't "has its earnings doubled", silverfern, it's "will?"

[silverfern] 06/3/2013 21:02

well I sold at 580p (I htink) as it looked over cooked but then the dollar went up so this is still good at 620p. It has doubled in little over a year- I thik that is asignal - has its earnings doubled? DYOR as they say

[jeffian] 06/3/2013 19:58

Yet!

8-)

[bluebelle] 06/3/2013 17:07

If that's a weakness, it certainly hasn't caused you problems on this one !

[jeffian] 28/2/2013 16:29

Mine's a very similar story, although I didn't join the party until 2006. When I was reviewing my portfolio a while ago, I asked myself why I was always researching new investments but never seemed to consider adding to existing investments. I think I found it psychologically difficult to buy at higher prices than I'd already paid. Anyway, I went through them all and highlighted those which had not only done well, but still appeared cheap on fundamentals and DPLM was one into which I made significant further investments and I'm very happy I did. As I've posted here previously, I too was getting concerned that the growth was now 'in the price', but they show no signs of stopping so I'm clinging on for the ride. Mind you, my investing weakness is that I never know when to sell!

[gco1133a] 28/2/2013 14:56

I first invested in these nearly twelve years ago. I still have my original investment and have added a small amount over the years. The record speaks for itself, my original investment is up 11X and the dividend up by a similar amount. Management are exceptionally good and the acquisition strategy is conservative and proven. On several occasions I have been tempted to sell or reduce when the valuation looks toppy, but they have a habit of coming up with great numbers reducing it again. Anyway they probably deserve a premium for their record. Will they perform as well over the next ten years, probably not but I hope so!

[gco1133a] 27/2/2013 11:36

With over 50% of sales in North America the weaker pound will give things a boost.

[bluebelle] 27/2/2013 11:32

ed/silver
Some - in fact I'd probably say most ! - of my most successful investments over the years have been in shares with the quietest bbs and which also attract little comment in the general press. e.g. s from my current portfolio are OXIG, FLTR, KLR, IMI, BOY and, until recently when some idiots appeared on the thread, FENR.

[silverfern] 26/2/2013 19:38

WHo buys these- I never see one broker recommendation, no real activity on this thread, no rpess, yet up it goes. Amazing

[bluebelle] 26/2/2013 18:36

Alpha
No problem - I still think (hope !) it has some way to go - depending on overall market conditions of course !