ICAP Share Discussion Threads

[nofool] 29/3/2013 23:33

kalkanite - I'll be Buying too...

But only off the lower trend line. "Wait till it gets there" I tell myself.

Meanwhile, it's still a Short imo, dyor.

[jeffian] 29/3/2013 23:17

He may be getting them from the company's own accounts rather than Digital Look. I can never understand why people go to these financial bb's and their questionable info when every company publishes its accounts on their own websites and the RNS.

[kalkanite] 29/3/2013 21:17

Kaffee

Not sure where you are getting your figures from? Digital Look has EPS of 32.45p and dividends of 22.6p. I know the statement referred to lower end of expectations but that must still outstrip dividends by some margin.

PS Nofool, I do enjoy your posts :-) if these fall much further I will be buying by the bucket load.

[kaffee] 29/3/2013 10:39

Has the conversation been done on this thread about the sustainability of a dividend policy where the DPS exceeds the EPS ?

What was the outcome ?

Progressive dividend policy I see, and I like the way the company are candid about their trading performance ahead of results... implies a certain amount of trustworthiness, but is the business model good if it's paying out more than it earns ??

Assuming a realistic ratio of say 50 - 70% (I've just skimmed VOD, LGEN RDSB for a rule of thumb) do you think this is the year they will cut ?

[nofool] 28/3/2013 19:36

nofool
17 Feb'13 - 11:20 - 1615 of 1633 0 0 edit

nofool versus the Inde remember. Every little helps..

nofool
26 Feb'13 - 09:20 - 1616 of 1633 0 0 edit

Simple: medium term sub 300, nofool wins. Above 400 - the Inde wins.


Dr Biotech
26 Feb'13 - 09:56 - 1617 of 1633 0 0

Thats setting the odds in your favour - tip was circa 330 - according to your rules they have to hit +70 and you only need -30. 380/280 would be a fairer bet.

nofool
26 Feb'13 - 10:50 - 1618 of 1633 0 0 edit

OK Doc, as you say then.






That Zak Mir calls it wrong too often for my liking, eh Doc?

[cwa1] 27/3/2013 07:53

Hmmmm. Things still pretty tough then with a tail off in March. PTP at the lower end of guidance too. Doesn't bode well for today.

[nofool] 06/3/2013 10:47

Fair enough Doc.

"Unfortunately the worst posters are the most prolific."

Good observation. I would guess that is because those posters are either elderly and possibly a bit gaga, or they are just the underemployed with nothing serious to put their minds too during the day. A study of this would be interesting..

Back to work!

[dr biotech] 06/3/2013 10:35

I don't touch biotechs any more. I know this one is profitable and past the dangerous stage but I steer clear of them now. Problem is I get too involved (fall in love with the share I guess) and that screws my judgement.

I see you are on the Vod thread - its my second largest holding so I am having a better day than normal. The thread there is appalling though so I rarely read it. Unfortunately the worst posters are the most prolific.

[nofool] 06/3/2013 10:25

Now it doesn't Doc, take a peek..the share price is blasting

[dr biotech] 05/3/2013 16:22

That thread just comes back to here.

Tullet Prebon have their results out today and look decent enough.

[nofool] 28/2/2013 12:52

Heh Doc, Jeff - you seen this one?







IMO, it's a safer BET than IAP.

DYOR

[nofool] 27/2/2013 11:25

Agreed, it will Doc.

(now get back to work lol)

[dr biotech] 27/2/2013 11:20

Thanks for the kind words. I do have an account with IG and had some success with it a while back - but got greedy increased my trade size and that was that. Lost a few k overall - fingers burnt rather than any serious injury. Its something I may or may not go back to, but will only be a fun level. As for this one I am pretty much back to where I bought in - just before the plunge (this is from a man that bought BP as a nice safe stock a week before the horizon episode).

Its a bit odd - this weeks volatility has spooked them a bit but should actually be good for their business - they wan't trades. Tullet Prebon have their results next week it will be interesting to see how they do.

[nofool] 27/2/2013 10:33

Doc, it's no good 'hoping' imho.

Maybe you are just too NICE to play the markets?? They are truly horrid and predictably irrational. The very opposite to your good self I would wager..

But agree, never the less it's a great hobby, trying to beat the market! But to stay in, you really MUST beat the market overall.

I swing trade the solid stocks (up and down - VOD is one of my favourites over the years) and Buy into growth stocks and hold for a while..trailing my stops ever upwards (if I'm lucky that is!).


IAP is a swing trader's dream stock imo. Look at the chart above..

When IAP goes back under 300p again, I am expecting it to bounce off around 250p next time. We'll have to see, but that is what I am trading for..

UP and DOWN 50+ points, at least every three months. Beautiful!


DYOR

(you were once into the biotech sector lol - proves you like a gamble you naughty boy!)

[nofool] 27/2/2013 10:29

BELOW the tip price this morning. Expecting some volatility? I am!

[dr biotech] 26/2/2013 13:47

I try and hold on for the medium term at least as I accept that I am a poor trader. When I first started I used to hold a lot of biotechs (I have a PhD in analytical biochemistry, hence the moniker) but that was a total disaster. More recently I have tried to hold a selection of growth and higher yielding shares. Its done better, but I am behind the index by some way. Its also a hobby, so like a new car I am prepared for it not to be a one way investment. This one is a minor play for me, but obviously I'd rather it went up than down. AV is my biggest, I just hope their results are good.

[nofool] 26/2/2013 11:37

All great highly tradeable companies there Doc. Nothing to get depressed about, just improve on your timing a little and heh presto - Doc's a millionaire!

These past five or six years on the stockmarkets of the world, I think has taught most investors, that they need to be really - traders. In and out on the waves; there is so much uncertainty and volatility.

The next solid bull run will come again of course but who knows, we might be 20 or 30 years away from that..?

[dr biotech] 26/2/2013 11:10

No - I have a "hold and regret" strategy on these that I use with the perennial losers such as AV and VOD. Its seems to match my "sell and regret" strategy that I have with others. BDEV being the worst. I really don't know why I bother, I am such a useless stock picker.

[nofool] 26/2/2013 10:50

OK Doc, as you say then.

Have you got out yet?

[dr biotech] 26/2/2013 09:56

Thats setting the odds in your favour - tip was circa 330 - according to your rules they have to hit +70 and you only need -30. 380/280 would be a fairer bet.

[nofool] 26/2/2013 09:20

Simple: medium term sub 300, nofool wins. Above 400 - the Inde wins.

[nofool] 17/2/2013 11:20

nofool versus the Inde remember. Every little helps..

[dr biotech] 15/2/2013 18:36

Rated as a sell in this weeks IC. I still hold