Jpm Bb Usa Eq Discussion Threads

[briggs1209] 11/4/2024 03:13

NANO, that one still hurts - as did SIA at the time.

Everyone has their list of sucker stocks. My current one is LDG. Kept buying in due to the massive discount to NAV and a buy back. And yet a year later and the price is lower than when the buy back started and no sign of a rerating.

[lauders] 11/4/2024 02:10

Unfortunately we all will make mistakes from time to time as that’s the nature or the game.

Sorry to see you took such a hit with ORCH BB2. What you state above is spot on. Even the best can't get it right every time. I hope you rebound in style and many of your other holdings work out extremely well for you.

From my side the bad memories are SIA (now PHAR), NANO and PRG (latter no longer in existence!).

[battlebus2] 10/4/2024 20:42

Thanks David, yes I do hold so a welcome relief given ORCH which is my reason for posting as I’ve been asked what my current position is so felt I needed to answer. I no longer hold any shares in ORCH having sold the last few after the tender/delisting announcement.
It was my top holding so it’s been a major blow to the portfolio with a whooping loss of over 50% and 8% of the total portfolio and the biggest in £ terms since I started my investing career. It’s hard to know what to say other than I trusted this company too much in that even with the constant drift in the shares I believed the great yield which I deemed safe and the actual improved trading of the company would eventually see them rerate at some point. I made the classic mistake to continue adding on every dip to a point in which it totalled circa 20% of the portfolio. Foolish in hindsight especially as I’ve preached all eggs in one basket etc. It’s a case of trying to make up lost ground now and thankfully some other holdings are helping like CAU potential bid today and NBB. GTC is now my biggest holding so pleased to see it climbing from 5p a few months ago to 8.5p bid as of today. I’m not wanting to have another overly large position here that I regret but fingers crossed. I hope everyone else’s investments are performing well.
Unfortunately we all will make mistakes from time to time as that’s the nature or the game. I’m angry at myself as all the warnings and red flags were there but I choose to ignore them. Definitely a wake up call if not a good kick up the backside!!

[davidosh] 10/4/2024 14:02

There is a potential bid for Centaur Media just announced and I think BB owned that one so maybe good news for him

[hedgehog 100] 08/3/2024 18:38

"United Nations

International Women's Day
8 March

Invest in women: Accelerate progress

Achieving gender equality and women’s well-being in all aspects of life is more crucial than ever if we want to create prosperous economies and a healthy planet. However, we are facing a key challenge: the alarming $360 billion annual deficit in gender-equality measures by 2030.

Join us on March 8, 2024, for International Women’s Day under the theme 'Invest in women: Accelerate progress”, and take a stand with us using the hashtag #InvestInWomen.

Take a stand with us using the hashtag #InvestInWomen

The official website of UN Women is the meeting point to mobilize, contribute, read stories, and find material to spread the message through social networks. ..."




To (New)Mark International Women's Day 2024, I would like to pay tribute to NWT's brilliant CEO Marie-Claire Dwek, and the stellar success she is achieving in a male-dominated industry.


Note that prior to her appointment as NWT's CEO, Marie-Claire had a marketing-investment background:-

15/04/2013 06:00 UK Regulatory (RNS & others) Newmark Security PLC Directorate Change LSE:NWT Newmark Security Plc
"Appointment of Chief Executive Officer
Newmark Security plc (AIM:NWT), a leading provider of electronic and physical security systems, is pleased to announce the appointment of Marie-Claire Dwek as Chief Executive Officer of the Group
Since 2001 Marie-Claire Dwek has worked in property investment and management for Motcomb Estates. Previously, Ms Dwek, aged 48, worked for four years as marketing director of Newmark Technology Limited, a subsidiary of the Group. ..."



And in the legendary tech stocks investment book "Super Stocks", marketing in its broad sense is highlighted as one of the very key factors that can make a super tech company:-

"Books I have read...
2018-03-21
Super Stocks by Kenneth L. Fisher

... If a company isn't good at marketing, it isn't good. A technology company that isn't good at marketing, isn't good at technology. A Super Company is competent (not necessarily perfect) at marketing.

Most of the variance in results boils down to finding what to develop in the first place. What should the product be like? How should it perform? Why will the customer prefer it over other alternatives? What is the motivation that generates the sale? These kinds of marketing factors determine up to 80 percent of the effectiveness of research. The other 20 percent varies with the capability of management. ...

Super Companies: The Business Aspects

... In their most abbreviated form, the business aspects of a Super Company must include:

1. Growth orientation: A burning desire in all senior personnel [...] for growth. This need manifest itself not only in growth markets but, more importantly, throughout the daily lives of the employees that make growth happen.

2. Marketing excellence: A broad understanding of changes in the nature of its market – at least as soon as the customer first perceives them – along with an organization capable of attaining and continuing to maintain customer satisfaction.

3. An unfair advantage: A competitive superiority over all current or potential competitors – usually being the lowest-cost producer – and/or having established a unique or semiproprietary position in at least a major portion of its product lines.

4. Creative personnel relations: A company "culture" that makes employees feel that they are treated with dignity, that they have been and will be offered fair promotion opportunities, and that they exist in an atmosphere where constructive ideas from subordinates are encouraged and financially rewarded.

5. The best in financial controls: Financial controls which learn quickly if results are not as planned. This must be coupled with a constant desire to seek continual creative evolutionary improvements in financial controls relative to the competition.

Marketing is an absolute key – perhaps the single most important aspect to success. More companies fail, or exist at a lackluster level, for lack of marketing excellence than for any other single reason. Superb marketing is so important because it satisfies one of business's only reasons for existence: its customers.

Marketing in its simplest and best form is helping people. And it is hard to do a good job if you don't understand them. This ability to understand the customer is what makes good marketing so unique. ..."




Note also that NWT is outstanding in all five of the key business attributes listed above.


Newmark Security (NWT):-

[norbert colon] 01/3/2024 07:42

I never understood why BB owned it but probably because it's not a sector I like or know.

[eeza] 01/3/2024 07:08

Not good news from ORCH.

[cf456] 28/2/2024 23:59

Recent Mello Monday with Vin Murria on AdvancedAdvt well worth a watch -

[battlebus2] 02/2/2024 23:04

Hi all hope you’re all keeping well. I hadn’t planned on posting but I’ve had quite a few messages and DM’s regarding ORCH so felt I needed to respond. It’s always nasty when your top holding issues a profits warning ⚠️ like ORCH has done today. Obviously the FCA are trying to reign in the greed with some brokers in selling GAP insurance and rightly so but while ORCH has 20% of its loans in GAP largely with one company which has decided not to offer GAP products it’s not a reflection on how ORCH is run. Unfortunately it will take time to reallocate those funds and as to what margins we just don’t know. I’ve confidence that Ravi will see us through this and hence I’m holding for now. Brokers state the dividend is safe and even though they’ve reduced forecasts ORCH will still remain a profitable company with EPS for 24 at 4.8p and for 25 at 3.2p. Not withstanding the risk that the FCA will rule on some other element I don’t see how ORCH will be liable for any fines etc and it’s even more unlikely that banks will pull funding. I’m sorry for everyone that hold’s including Cowie who posted above and I know saying this happens from time to time won’t help so let’s hope it’s a one off and we start to recover over the coming 12/18 months. Current discount to 24 NAV is circa 80% with brokers target price reduced from 62p to 45p I’m hopeful but as ever DYOR ETC. Good luck all, Over and out.

[cowie19] 02/2/2024 19:10

Took a hit today on my 23k ORCH shares but have not sold any. There is more to come as regards certainty in this whole area. Rightly or wrongly I shall hold meantime.

[eeza] 02/2/2024 07:08

Not good news at ORCH.

[cowie19] 31/1/2024 23:02

Down 1.47% in January, messy month, don't see that changing anytime soon.

[stonethecrow] 28/1/2024 16:42

What’s you lot whining about. Go get a life!!!

[kabrams] 28/1/2024 16:08

Well said Cowie19 I was wondering the very same thing. I do miss popping in to see what he’s talking about.

[cowie19] 28/1/2024 13:08

I for one am missing the excellent comment from BBUS. I hope everything is ok.

[norbert colon] 03/1/2024 07:51

He'll be back out of retirement with those picks! Only kidding BB ?

[bigbigdave] 03/1/2024 07:43

Retirement or otherwise I see BBUS has entered the annual stockchallenge
CAU. WSP. DRV. GTC. ORCH.
Best of luck!

[kabrams] 28/12/2023 18:15

I’m not a poster much these days but I have to say Battlebus you will be sorely missed.
Over the years I have benefited from this thread and your stock picks and that of the many great posters. I echo what others have said that if the reasoning for hanging up your boots isn’t detrimental in nature I beg you to please reconsider.
If not enjoy whatever you do in the future.

[battlebus2] 27/12/2023 13:51

Thanks again to everyone. I’m overwhelmed by the DM,s and the posts on here and on Twitter but I’m going to make this my last post so I’ll leave you with what I’m told is synonymous with my morning posts and wish you all this much success!

✅✅✅;✅✅Ϧ9;✅✅c89;✅✅ 989;✅✅✅✅✅

[cowie19] 26/12/2023 17:14

BB thank you for the benefit of your wisdom here over the short time I have been around. I wish you nothing but the best and I hope we will see you here in the future.

[watchlist1] 26/12/2023 06:53

Good Luck BB2. I hope we will see you back sometime soon. Your stock picks have been a great starting point for further research and your attitude to investing worth emulating.

[kemche] 23/12/2023 12:29

I DEMAND that you come back in the future BB. A true civilised gent.

All the best for your retirement.

[hydrus] 23/12/2023 08:47

Enjoy your break BB

[bamboo2] 23/12/2023 07:50

bb2, I have a strong idea that you'll be back!