Jpm Bb Usa Eq Discussion Threads

[battlebus2] 06/10/2023 17:33

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 09:40

AV possibly a takeover according to press reports

[battlebus2] 05/10/2023 19:36

Cheer us up Aishah why don’t you 🤣

It’s a vicious circle ⭕️

[aishah] 05/10/2023 17:44

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 16:34

10% is a great yield for sure.

[aishah] 04/10/2023 07:14

Indeed Nobert. Yielding 10%.

[norbert colon] 04/10/2023 06:52

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

[aishah] 03/10/2023 20:29

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

[battlebus2] 03/10/2023 19:40

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.

[battlebus2] 03/10/2023 17:43

Thanks BBD, I didn’t realise that.

[battlebus2] 03/10/2023 17:43

Do you have a link eeza?

[bigbigdave] 03/10/2023 17:35

And for those that don't know, Paul Hill is 'Brummy_git' on advfn!

[battlebus2] 03/10/2023 17:14

I would like to hope so 🤞

[bigbigdave] 03/10/2023 17:05

This is one of the worst markets I can remember.
Still, on the positive side, when the bounce comes there must be massive upside for many stocks.

[battlebus2] 03/10/2023 16:42

Only down a smidgen today which isn’t bad compared to most of the markets. AIM is terrible at the minute.

[battlebus2] 02/10/2023 19:48

Lots more to come SF, if you look at the multi million contracts already won the shares are only up 18% this year.

[scottishfield] 02/10/2023 10:20

Yes I think so bb (holder)

[battlebus2] 02/10/2023 10:19

MSI another contract. This really is a step change for this company

This contract is for $15.8 million and is for the supply of our newly developed MSI-DS Electro-Optical Sights System (which US Navy nomenclature identifies as the US Mk48 MOD2 Electro-Optical Sight Systems) as part of our MSI-DS 30mm weapon systems. Delivery of all equipment is for no later than 31 May, 2025

[battlebus2] 02/10/2023 06:37

Another day another warning ⚠️ XPP

[battlebus2] 29/9/2023 22:21

Some folks doing much better in these tough markets. I see Rhom is up 23% which is a super position. Heavy weighting in GDWN and GAW and Norbert is +6% also a great performance. I believe he’s a big percentage in MSI among others. Well done anyone who is positive as we go into Q4 👏

[battlebus2] 29/9/2023 18:40

Finished the day up 1.8% with MSI guns ablaze, COM and ORCH also helping. GTC was also higher after a tough week in reaction to its results. Keeping the faith with them 🤞
Overall down 1.3% on the week and -3.4% YTD. Enjoy the weekend everyone 🥃