Gsk Share Discussion Threads

[anhar] 05/8/2015 10:10

Nope, add to that list my port shares whose current yield never falls low enough to exit. I cannot know which of them may never exit but I am prepared to hold all of them forever (ie. my lifetime and after that I don't care) if necessary because, having been bought at high yield, they give me a good and growing income over time. What else would I want from a share?

I have no interest in "capital gains" or whatever else they are called by people who chase them. Yuk. Or "total return", Yuk x 2.

[darias] 05/8/2015 07:46

>>Anhar

"Only death and Diamonds are forever"

[masurenguy] 05/8/2015 07:33

Extract from a recent TMF article.

"GSK, which has seen the expiry of blockbuster drugs lead to shrinking revenues, benefits from a strong pipeline of 40 new drugs that should soon allow the company to return to growth. Its management is confident that earnings per share will grow in the double digits on a constant currency basis in 2016. GSK’s dividend has been fixed at 80 pence annually until 2018, but a return to growth is likely to lead to an uprating in GSK’s shares long before that."

[anhar] 04/8/2015 19:47

...Have to think about these on a 3 year view...

Three years? That's pretty short term. How about forever?

[badtime] 04/8/2015 19:03

I thought Monty was just interested in AZN

[hiriam007] 04/8/2015 16:28

Damn. I'm too old to retire young :)

[dr biotech] 04/8/2015 16:04

Oh dear if Monty is in then thats a bad sign. Lets hope that this thread is not ruined by him spamming this with baseless ramps. Remember if everyone who was on this thread bought or sold their entire holdings here it wouldn't scratch the surface either way.

Have to think about these on a 3 year view - if they can get some new products to Market and the HIV sales replace the Advair losses we could easily get back to £16. Add in the dividends and thats a decent 10% return a year. If I could get that across the board (obv not guaranteed here) then I could retire early..

[essentialinvestor] 04/8/2015 15:10

monty, your ability to move the SP's of UKX stocks is unique )

[montyhedge] 04/8/2015 15:07

GSK and Astra Zenecca the ones in the FTSE100 to buy.

[davr0s] 04/8/2015 10:24

Yep - I added yesterday as looks like breaking back up on reasonable volume

[my retirement fund] 04/8/2015 10:15

Can see these at 1450 by XD date. Chart is looking very bullish, certainly a retest of this years highs must be odds on.

[tradermichael] 04/8/2015 09:52

Nice little rise through 1400p

Anyone prepared to sell, with a 19p dividend qualifying in 9 days time? ...... ;0)

[cyberian] 03/8/2015 21:21

Huh!!! so much for my "Institutional" buying opportunity to add when there appeared to be a mega sell of 3.33million shares at 1394p at 13.02 (OT trade). That's over £46 million!!! Perhaps I should be more humble/balanced in my predictions?

[cyberian] 03/8/2015 14:20

I think we may get a good run-up in the share price through to the November R&D presentation as there are those 42 medical trials at or close to their final stages. The recent fall to low 1325p was a bit overdone and may have allowed a few Institutions to add? The shares were talked down with little substance to justify this imho, however,some may still disagree about the new strategy agreed by the GSK Board of Directors. Interesting times ahead as many are still looking for new treatments/vaccines, and GSK has an excellent pipe-line. Just got to be a little patient.

[nik rosa] 03/8/2015 08:21

TM - Xdiv for Q4 is 18 Feb 2016 I think. Whether the "special" XDiv is the same date I'm not sure.
Anyone enlighten us?
NR

[tradermichael] 03/8/2015 08:11

For the 'special' dividend at the end of the GSK financial year, does anyone know what the qualifying date is, please?

[essentialinvestor] 31/7/2015 09:04

I see very little attraction with CNA, thanks for the reply.

[anhar] 31/7/2015 09:01

EI: anhar, is CNA off you list now?, if you were holding...

Have never held it.

I hold two energy utilities, NG. and SSE.

[tradermichael] 31/7/2015 07:58

From Motley Fool:

Drugs giant GlaxoSmithKline (LSE: GSK) has seen its share price rise since releasing its half-year report on Wednesday, and this positive trend was continuing in Thursday’s session with a further 0.9% gain. The business advised that core revenues had advanced 6% during April-June, to £5.9bn, thanks to accelerating strength in its Vaccines and Consumer Healthcare divisions.

While patent lapses remain a huge problem, GlaxoSmithKline̵7;s R&D team continues to deliver the next raft of sales drivers, and currently has 40 new drugs in mid-to-late-stage development. On top of this, its new Tivicay and Triumeq HIV-combating drugs are already proving extremely lucrative, and generated £294m of sales during the six-month period. Given GlaxoSmithKline̵7;s red-hot development pipeline, the City expects the firm to bounce from a 19% earnings decline this year — the fourth successive fall if realised — to punch an 11% advance in 2016.

Consequently the Brentford firm sees a P/E rating of 17.4 times for 2015 fall to just 15.7 times for 2016, just above the benchmark of 15 times that marks decent value for money. And GlaxoSmithKline̵7;s vow to pay out dividends of 80p per share through to the close of 2017 produces a hefty yield of 5.8%. With healthcare demand galloping across the globe I reckon GlaxoSmithKline̵7;s rejuvenated pipeline should provide brilliant earnings growth.

[cyberian] 30/7/2015 18:05

Does anyone know why Soc Gen and Deutsche differ on GSK outlook, as per Alliance comment on subscriber forum?

[essentialinvestor] 30/7/2015 13:39

anhar, is CNA off you list now?, if you were holding.

Not sure what Woodford sees in CNA, I changed to First Utility and made
savings.

I see the first "not for profit operator" now coming in to the utility sector
in Scotland.

[dr biotech] 30/7/2015 13:36

As a direct holding its about 5% of my total. Given that my woodford is about double that, plus a substantial FTSE tracker and others that possibly hold them its probably closer to 8 or 9%. But I don't see that as being an issue.

Cricket is not going as well as I hoped. 100 lead is not insignificant though if we can get it.

[anhar] 30/7/2015 11:34

I've added more in here today. Makes it my largest holding, other than woodford. I just want to have more income from holdings. This will give me a dividend income in total of more than £10k. Nowhere near enough to retire on but that is still way in the distance.

I live principally from my large diversified income port and have been running it for years, since long before I gave up working, but I'd advise not to overweight any share at purchase because that is unnecessarily risky for income, should that share cut divis. And that is no matter how ostensibly attractive the share might be. If you need the income, it needs to be done with the lowest risk possible, given that equity income is risk income.

Market values alter constantly so some shares go well over average in time and some below, that's just due to fluctuation in cap values in which I have no interest. But if I add to a holding or buy a new one, I never invest more than would bring it up to average value at that point. To over invest in a share is inviting excess risk to income in my opinion, however tempting it may appear.

[tradermichael] 30/7/2015 11:25

Never mind, England now 23 runs ahead ....