Gsk Share Discussion Threads

[mip55] 14/5/2017 14:42

Sunday Times has a piece on potential 8bn buyout of the old Beecham's stake held by Novartis, who it speculates, could use the cash for a merger with AZN.

[billionaire1] 14/5/2017 13:15

might be a slight pull back here on Monday as a slight dip at the end in wall street but who cares good div we re all in for the long haul

[chiefbrody] 13/5/2017 11:37

Prob worth a tad more risk to lock in a 5% going on 7-10% div ;-)

[montyhedge] 13/5/2017 10:41

DrBut I thought Woodford runs a income fund not a growth fund.Surely the most reliable divi payer yielding 5% is a lot safer than a U.K. Bank.

[jadeticl3] 13/5/2017 08:48

I do not have a high regard for Financial Analysts, but their consensus at this time looks very healthy for GSK. Anyone who sold GSK a week ago when they fell to about £15.30 will be sick today, and I think there is much more to come.

So has he made a mistake, if not in selling GSK,but in timing?

[dr biotech] 13/5/2017 08:28

From memory GSK was 2nd in the fund, Lloy is 11th. So not a straight swap.

He did also take a position in Avila recently which he sold after a month for a decent gain. Have to respect his long term record.

IMO Lloyds is higher risk, but could offer greater capital gain.

[montyhedge] 13/5/2017 07:34

I think it is, but hey everyone different, I hope Lloyds are ok, I own the Lloyds CoCo bonds.

[chiefbrody] 13/5/2017 06:55

Lloys is not a very high price Monty. Even you should know that.

[garycook] 13/5/2017 03:35

Monty,Agree with you for once.The only attraction to LLOY is the forward dividend payments.

[montyhedge] 13/5/2017 00:05

Woodford I feel making a big mistake selling the most reliable dividend earner, buying a speculative bank at very high price.

[montyhedge] 12/5/2017 23:47

Yanks love GSK analyst upgrade. https://huronreport.com/glaxosmithkline-plc-adr-gsk-reaches-43-38-after-4-00-up-move-7-analysts-bullish-qualys-qlys/

[ny boy] 12/5/2017 23:46

Usually these idiots sell, then the share price takes off, impatient fool

[spoole5] 12/5/2017 23:44

Not sure why he's getting involved in housebuilders at this stage of the cycle either.

[montyhedge] 12/5/2017 23:42

He will miss the GSK dividend on he's doormat every 13 weeks.Lloyds he must have lost the plot.

[gwatson56] 12/5/2017 21:07

I was a tad concerned when Woodford put out a note that he had sold all his BAE SYSTEMS holding last August only to see the share price rise nearly 20% since..... So I too will see how this runs as Woodford like all investors has had good and not so good calls. Perhaps he nailed his colours to the 'break up' scenario too firmly.... time will tell..

[dr biotech] 12/5/2017 20:39

I already have lloyds..and my biggest holding of all is woodfords equity income. I have recently sold a couple of dogs, I'll let this one run a bit longer

[goldpiguk] 12/5/2017 19:51

Hi Dr Biotech,

I reduced my GSK holding today, selling the 500 GSK shares in my ISA, using the proceeds to add my LLOY holding.

Estimates for future dividends are:
GSK
2017 80p
2108 80.6p
2019 81.7p

LLOY
2017 4p
2018 4.59p
2019 4.98p

I agree with Neil Woodford that going forward Lloyds has a better dividend profile and at its current price Lloyds has a projected yield of 7.15% in 2019.

I still have a large holding in GSK outside my ISA which I hold for the long term.

Goldpig

[dr biotech] 12/5/2017 16:12

Woodford bought into Lloyds apparently.

[ny boy] 12/5/2017 16:01

Yanks probably lining up a bid before £ goes to 13500 after election

[tradermichael] 12/5/2017 15:32

Price movement here .... something breaking?

[ny boy] 12/5/2017 15:21

Now on towards 1715p but not today, maybe next week or two.

[ny boy] 12/5/2017 14:44

Trying to break through now, plenty of buying interest

[ny boy] 12/5/2017 14:13

Testing minor resistance @ 1650p