Intu Properties Share Discussion Threads

[wigwammer] 17/10/2019 11:38

Now certain bears are pretending they were bulls, and own, I have increased sympathy with that position :)

[wigwammer] 17/10/2019 11:31

I recall no mention of a brexit portfolio here, or the suggestion of purchasing intu. I do recall saying as intu turned that the bears will claim to be right all the way up - such is their nature. The key thing is to predict correctly - all I read from our former bear is post event commentary :)

[backpacker] 17/10/2019 11:10

Time to short me thinks

[williamcooper104] 17/10/2019 11:08

And my Brexit portfolio is relatively recent - started with HMSO about 6 weeks ago Will trim it back from some of the more cyclical stocks - will keep a core Lloyd's/L&G and HMSO holding Will buy back into dollar reits when sterling rises

[williamcooper104] 17/10/2019 11:06

Ww - the FTSE isn't a UK stock market - about 70 percent dollar earnings So of course FTSE flat Need to look at UK banks, reits and house builders Which have boomed I started buying in cautiously as a hedge against my dollar holdings - then stepped it up as no-deal taken off table

[zcaprd7] 17/10/2019 11:00

Deal has been done...

[wigwammer] 17/10/2019 10:18

Simply pointing out that your point isn't a very good one. Intu +30%+ from end Aug lows. FTSE flat to down. Hope that helps :) ... "30%.. how much of it is intrinsic to INTU and how much is wider market"

[outlawinvestor] 17/10/2019 10:09

wig - I like the way you sign off your comments with a smile, nice touch!

I guess, being an avid reader of your posts, I am not too surprised you (appear to) attribute the rise entirely to INTU's quality (assets? management? prospects?) and nothing to the accompanying rise in the sector and hopes of a Brexit deal.

[wigwammer] 17/10/2019 09:25

Intu is up 30%+ from the end of August lows, over which time the ftse is flat to down.Your point makes little sense at all :)

[outlawinvestor] 17/10/2019 09:21

Ask williamcooper..

Actually I was simply wondering whether you acknowledge the obvious.

[wigwammer] 17/10/2019 09:16

Ask williamcooper.. he's just bought intu rather than the market :) ..."That 30%, how much of it is intrinsic to INTU and how much is wider market?"

[wigwammer] 17/10/2019 09:15

So it hasn't been part of your brexit portfolio, as you state, because you've only just bought it :)

[williamcooper104] 17/10/2019 09:12

It's almost all down to wider market Lloyd's jumped 12 percent

[williamcooper104] 17/10/2019 09:11

Nope - I bought a little Hammersons as a long term hold over the last couple of months I've very recently bought some Intu as part of a Brexit trade - I'm holding it for max 2 weeks Not changed my view of intu long term But it's leveraged and highly sensitive to Brexit sentiment in the short term so is a good day trading stock (for moment) Have also cut dollar exposure from 90 to 10 percent - shame as have had to sell some great stocks

[outlawinvestor] 17/10/2019 09:09

it’s jumped 30%+ off the lows

That 30%, how much of it is intrinsic to INTU and how much is wider market?

[wigwammer] 17/10/2019 09:05

Just point to the post which suggests you bought some :)

[wigwammer] 17/10/2019 09:04

Lol. So now it's jumped 30%+ off the lows he is happy to claim he owned it all along :)

[williamcooper104] 16/10/2019 17:03

Makes sense on a short term basis - hence why it's been part of my Brexit £ portfolio Long term won't make a huge difference

[blueteam] 16/10/2019 08:18

like yesterday, drop first thing and then up big time. Have 60p still in mind short term.

[zcaprd7] 15/10/2019 16:37

Brexit deal coming, Sterling just spiked...

[1oughton] 15/10/2019 14:26

go for it SR - your chance finally




get picture url

[sentimentrules] 15/10/2019 11:49

Sud sud loool