Direct Line Insurance Share Discussion Threads

[jfk69] 06/7/2018 11:10

126.08 payout ratio

[keith95] 06/7/2018 11:02

DMF:

“However, as the most liquid stock in a sector dominated by a negative top-down view at present, Direct Line may find itself in an unfavourable position – despite defensive characteristics and attractive yield, investors either don’t have to own any of the motor insurers, or use DLG as an instrument to short the theme; therefore, we downgrade to equal weight.”


Equates to ... we will short DLG because the grass is green.

[dmf] 06/7/2018 10:51

Broker changes create some waves for ITV and Direct Line

[jrphoenixw2] 06/7/2018 10:47

ESUR got thumped as well, currently -4.6% intra-day. Might be sector read-across from that. Maybe we'll learn more when the noon market recaps come out...

[mister md] 06/7/2018 09:24

Seems cheap to me, with juicy dividend. Added to holding

[skinny] 06/7/2018 09:07

So nothing important then :-)

[meek] 06/7/2018 08:57

They've downgraded many insurance companies this morning, hence the drop. Nothing worth worrying about. I've also had a top up this morning.

[meek] 06/7/2018 08:55

Barclays downgrade. Target price £3.57, down from £4.20. Barclays must be looking to pick up some cheap stock.

[cc2014] 06/7/2018 08:54

Both DLG and ESUR recovering now and volume has fallen. Difficult to make a decision without knowing why

[skinny] 06/7/2018 08:21

Esure also down by a similar amount - no obvious news.

[dmf] 06/7/2018 08:17

Added a few on drop in sp

[useless23] 06/7/2018 08:14

Good question. My order got filled at 3.30. it will be an interesting day as we're at a major support level.

[phda] 06/7/2018 08:09

Why the drop today

[jrphoenixw2] 04/7/2018 16:36

BKG I'm long out of, LRE I sold 85% off.... the rest will likely remain until I get something approaching a 1/2-way decent price on them...

[garycook] 04/7/2018 16:08

jrp,Same here.But sometimes you have to sell eg BKG,and LRE.

[jrphoenixw2] 04/7/2018 15:54

Yeah I noticed you were posting/holding here GaryC, and I look forward to getting into the discussion in future.

ps. Oh and FWIW I'm a LTBH investor, building my retirement portfolio. So I take a long view, with no expectation of selling, perhaps/hopefully ever.

[garycook] 04/7/2018 15:20

jrp,Good choice.

[kulvinder] 04/7/2018 12:37

Rns results on 1st Aug then!!! Lets see if this can perk up a bit prior then.

[garycook] 28/6/2018 07:34

27 Jun Direct Line Insurance Group PLC JP Morgan Cazenove Neutral 340.30 430.00 395.00 Reiterates

[sufc555] 28/6/2018 07:27

This is good news for dlg - first review must start after 90 days from royal assent and be completed by 140 days - could be a special divi

Lord Keen accepts Lord Sharkey's amendment. The #discountrate proposals will come into force on the day the #CivilLiabilityBill receives Royal Assent.

[kulvinder] 26/6/2018 15:11

Just can't hold it's gain each trading session. Let's see it hold's on to it's gain today or does it end down like usual, appears 350 is key to break...

[woodhawk] 19/6/2018 16:00

Nice to see some blue here - roll on 400p where the share price ought to be!! In the meantime - massive divis while we wait!! Unless DLG is the Allianz target after all....

[fenners66] 18/6/2018 23:31

RSA took a leap forward today and has been in the frame for a bid in the last few years....