Gsk Share Discussion Threads

[fangorn2] 08/12/2017 22:20

Haha yes posted here in error.

Thanks for letting me know.

Getting senile in my old age

[alphorn] 08/12/2017 20:08

Teva, the generic drug maker, is considering culling up to 10,000 posts. Should know more this month.

[gbh2] 08/12/2017 19:35

I use the IG share dealing ISA, only "Free" that one I know of so my interest in IG is quite diverse.

[woodhawk] 08/12/2017 17:56

I'm pretty much in the same situation as you, ianood. However, I tend to trade my SIPP and ISA accounts (tax free) and keep my longer term holdings in my sharedealing accounts (i.e. potentially taxable). I really like the IG setup; I also use them for spreadbetting. I'm trying to limit my tax, so may switch more of my (unsheltered) sharedealing to spreadbetting as I become more comfortable with it (as there's no tax on the profits). I'm not yet retired, but I have computer-based freelance work that means I can also trade shares all day if I wish.

[gbh2] 08/12/2017 17:52

I've being seening your user name for many years ianood so I guess we're in a similar position when you write "(that time of life!)"

Long term holdings are 6 to 24 months & Spread betting is simply for the rush :))

[ianood] 08/12/2017 17:31

Woodhawk,I wear both hats, the SIPP & ISA accounts tend to be buy and hold (that time of life!) then I use an IG index A/C for trading. However I am finding myself more driven by the buy and hold mentality of Terry Smith, particularly for income. Must admit the IG account still gives me a buzz!

[woodhawk] 08/12/2017 09:50

I'm of the same mind, gbh2. I like to trade, but happy to fall back on a decent divi
if, or while, any temporary setback occurs. I've done very well buying the dips on GSK over the past few years and I doubt it will be any different this time.

[gbh2] 08/12/2017 09:41

Agree it's good to trade (for me a decent 5%+ capital gain) is often the catalyst, especially as I'm not a long term holder in anything these days.

[woodhawk] 08/12/2017 09:28

ianood,

Perhaps I having more of a trading mentality?

[gbh2] 08/12/2017 09:27

I did that yesterday woodhawk, because I cannot see how VOD can keep on funding their current dividend.

[ianood] 08/12/2017 09:05

Or hold both in a balanced portfolio

[woodhawk] 08/12/2017 08:59

If I was currently in VOD, I'd be selling them and getting into GSK.

[abdullla] 08/12/2017 08:33

I think the doubts over GSK divi is pushing its investors into Vodafone where the divi is higher and more secure!

[abdullla] 08/12/2017 08:16

The question is will you sell Vodafone to buy GSK?

[abdullla] 08/12/2017 08:08

Now GSK going down! Vodafone up 4p,again!

[gbh2] 08/12/2017 07:31

The five year cycle is beginning again :)

[woodhawk] 08/12/2017 00:04

Interesting....

06-12-2016 low 1447p
10-01-2017 high 1606p
(11% rise)

Will history repeat itself?
1415p by 10-01-2018?

[stewart64] 07/12/2017 08:11

Bought in today at 12.79....Toss up between here and Shire. Tbh despite Shires lowly price to book, the balance sheet is bigged up by what it has paid to expand in intangibles and looks even more precarious than GSK.

[greyscale] 06/12/2017 20:05

Bound to bounce back surely - at least the CEO has learnt her lesson!

[spoole5] 06/12/2017 18:42

Something will happen here soon similar to what happened at WTB today. Ripe for activist involvement.

[montyhedge] 06/12/2017 18:13

CEO naive where we get her from, talking about Pfizer consumer div bid.

[ttg100] 06/12/2017 15:14

mmmm helpful hosede but still can't quite decide
many thanks but think will wait a couple of days

[hosede] 06/12/2017 15:00

From today's Times (Questor)
Glaxosmithkline: yield 6 per cent
Back in late October Glaxo took a tumble when Emma Walmsley, its new chief executive, promised to give Pfizer’s consumer health products portfolio a look over. The market duly wondered where a spare $15 billion might come from and sold the shares just in case the divi was at risk. The risk seems overstated. After all, the huge asset swap with Novartis that forged Glaxo’s consumer health division was completed only a couple of years ago and not all investors are keen. The dividend, otherwise, is comfortably covered by next year’s forecast earnings.

The market is also downbeat on Advair, Glaxo’s blockbuster lung disease treatment, which is coming to the end of its patent protection. But this impact ought to have been long reflected in the guidance.

Yet since their Pfizer-inspired blip, the shares have not recovered any of the ground lost against either the FTSE 100 or Astrazeneca and ended yesterday at £12.79, off 18 per cent this year. Pfizer’s consumer healthcare business, which includes Advil and Chapstick, has other suitors and a resolution of that situation will boost Glaxo stock and instantly cut the dividend yield. Lock it down while you can.

[ttg100] 06/12/2017 13:51

getting tempted

[philanderer] 06/12/2017 12:34

Glaxo invests £40m in UK's life sciences sector