Jpm Bb Usa Eq Discussion Threads

[cowie19] 17/10/2023 19:06

If your belief is strong pound cost averaging is the way to go but do not be wrong.
bottle that and this time next year we will be gazillionaires.

[battlebus2] 17/10/2023 18:22

Another poor day -1.3% and down over 7% YTD

[battlebus2] 16/10/2023 18:56

Markets continue the sea of red. Hard to see where it ends but it will 🤞

[battlebus2] 13/10/2023 20:40

More important things happening in the world I know which makes me all the more surprised to finish up 0.3% this week and -4.8% YTD. 🙏 for a speedy end to all hostilities

[cowie19] 13/10/2023 18:04

Down 7.84% for FY23 currently, let us hope for a rally into year end.

[bigbigdave] 11/10/2023 16:17

My best performer this year AT. Ashtead Technology, currently up over 50%.
Have a little inside info tho, Son works for related business who keeps telling me how busy things are ..........shhh! ;o)

[battlebus2] 09/10/2023 19:25

Quiet in some respects but as you could guess my portfolio is red.

[cowie19] 09/10/2023 19:17

Quiet day then lol hardly. Israel / Gaza situation is terrible.

[battlebus2] 07/10/2023 17:44

Horrifying scenes in Isreal. Let’s hope this ends soon. 🙏

[battlebus2] 06/10/2023 22:39

I’m agreeing with that eeza, it’s all about the seller.

[eeza] 06/10/2023 22:04

Yes but they are buying at ~50% less than your buy price, and it would need to 1-bag for you to B/E.

[battlebus2] 06/10/2023 21:52

It’s a post from the legendary Ian Cassell. He has a big point but not for every stock as there’s some 💩 out there. Currently I’ve several stocks that are down 25% with no bad news that I’m aware of.

[aishah] 06/10/2023 21:41

Haha, ha. Show me one CEO who doesn't pump his company! You're throwing good money after bad. If a stock drops 25% on bad news then you get the hell out imo. Insiders quite often buy to artificially pump the price. Everyone has different views of course.

[battlebus2] 06/10/2023 21:13

A stock drops 25% it's an "opportunity"

Drops 10% more you call CEO to verify the thesis and buy more

Drops 10% more you get annoyed insiders aren't buying

Drops 10% more you sell your stock to the investors that are going to make money on the stock

[battlebus2] 06/10/2023 18:33

Down 1.7% this week to -5.1% YTD. Market unrelenting in the gloom and downwards trajectory but I’m keeping the faith with my stocks and selling nothing. Only buying this week was GTC. Have a good one everybody and hopefully we will have a better week ahead.

[battlebus2] 06/10/2023 10:40

AV possibly a takeover according to press reports

[battlebus2] 05/10/2023 20:36

Cheer us up Aishah why don’t you 🤣

It’s a vicious circle ⭕️

[aishah] 05/10/2023 18:44

Lot more pain to come. From The Telegraph today:

"The surge in bond yields that is sending government borrowing costs higher will only stop after a prolonged slump in stock markets, analysts at Barclays have warned. Bond markets have rebounded slightly from a rout that sent UK 30-year gilt yields to their highest level since 1998 this week.

Stocks have struggled under the weight of soaring yields in the bond market. Yields - the return paid to buyers of the bonds - rise as the prices of bonds fall as investors demand higher returns. Higher yields undercut stock prices by pulling investment away from stocks and into bonds as the returns appear more lucrative. Higher coupons also hit corporate profits and government debt by making borrowing more expensive.

Barclays analyst Ajay Rajadhyaksha indicated that the bond rout may not be over until a repricing of stocks, dubbed “risk assets”. He said: “There is no magic level of yields that, when reached, will automatically draw in enough buyers to spark a sustained bond rally. In the short term, we can think of one scenario where bonds rally materially. If risk assets fall sharply in the coming weeks.”

He added: “The magnitude of the bond sell-off has been so stunning that stocks are arguably more expensive than a month ago, from a valuation standpoint. We believe that the eventual path to bonds’ stabilising lies through a further re-pricing lower of risk assets.”

[battlebus2] 04/10/2023 17:34

10% is a great yield for sure.

[aishah] 04/10/2023 08:14

Indeed Nobert. Yielding 10%.

[norbert colon] 04/10/2023 07:52

Lovely update from SNWS - quietly getting on with running the company and beating forecasts.

[aishah] 03/10/2023 21:29

UK investors withdrew from UK equity funds for the 27th month in a row:

[battlebus2] 03/10/2023 20:40

Best to just switch out when markets are this bad unless you want to sell or buy ofcourse so that’s what I intend to do.