Marks And Spencer Share Discussion Threads

[philanderer] 13/11/2017 14:35

ST, wouldn't argue with that.

A balanced portfolio for any investor is always required.

[larva] 13/11/2017 14:34

You need to buy before thursday to get the 6.8pence dividend

[simon templar qc] 13/11/2017 14:24

phil

I think there is more to the gloom there is bad press for retail and retail sales figures are out Thursday.

This is an example

Its a brave guy who buys retail while the rout not over!

Declining retail sales will just add to a worse economy a large retailer is likely to go bust and it could be any one.

[essentialinvestor] 13/11/2017 14:01

I'm tempted to buy my minimum amount of KGF back,
sold the last lot at 305.5. The chairman bought a large chunk recently.
However when Westfarmers reported two weeks ago the Homebase numbers were very poor.

[philanderer] 13/11/2017 13:59

The politics is unsettling the markets at the moment for sure.

FTSE250 well back down from 20000 now , another 1.3% off today.

[essentialinvestor] 13/11/2017 13:53

Hi Phil, my better half is a Party member, oh my.
As you might imagine, I'm not ).


As with investing, I never mind hearing different views,

[philanderer] 13/11/2017 13:50

Afternoon EI, tend to agree with that May story. For me only one person would fit the bill for the tories and that's Rees-Mogg , but that'll not happen yet. A general election would see Corbyn breeze in to number 10.

[essentialinvestor] 13/11/2017 13:46

There are rumors flying around May will be gone before
the end of November. Perhaps not helping retail atm.


Simon, Inotice the DFS price is looking a little Ill
Tend to keep an eye on that as a wider consumer confidence read.

[philanderer] 13/11/2017 13:36

Everything will be ok once Corbyn gets in ;-)

[philanderer] 13/11/2017 13:34

Hi gsw, no problem, have to appreciate both sides, and yes do have a fair few.. happy to hold :-)

[simon templar qc] 13/11/2017 13:30

Not looking good all retailers looking gloomy.

With regards to John Lewis Christmas ad, I prefer Marks but to cheer you guys up this John Lewis parody advert beats the lot...

[gswredland] 13/11/2017 12:05

Philander just a quick thanks for showing all negative and positive press on this stock and I think you hold some.

[philanderer] 13/11/2017 11:04

13th nov RBC Capital 'outperform' tp 375p cut from 400p

[ignoble] 13/11/2017 10:29

Seems Marks have sold out of their
Special Edition Paddington Bears

Offered on Ebay at £25 rather than the £12 price in store.

Or so the media are reporting ...

[freedom97] 13/11/2017 10:22

Never, rely on what you read in the press ST.

[simon templar qc] 13/11/2017 09:38

Also bad press over the weekend, clothes and footwear down 9%

[philanderer] 13/11/2017 09:35

Yep, food's a worry .

Morning guys.

[ignoble] 13/11/2017 09:34

I do agree ...

[gswredland] 13/11/2017 09:15

I do worry about the food statement since this is their strength. Looking from the sidelines but great dividend!

[philanderer] 13/11/2017 09:03

Fewer High Street shops closing down


The number of High Street shops closing down has fallen to its lowest level in seven years, research suggests.

The Local Data Company, which studied the top 500 British town centres, said 2,564 outlets closed in the first half of 2017, equivalent to 14 a day.
At the same time, there were 2,342 store openings, meaning that a net total of 222 High Street shops disappeared.

Charity shops, women's clothes shops and shoe shops were worst hit, it said.
However, general fashion stores, banks and cheque cashing shops saw their lowest number of net closures in three years.

[philanderer] 13/11/2017 08:56

'UK shopper footfall drops by largest margin since last year’s Brexit referendum'

[philanderer] 10/11/2017 10:00

10th nov HSBC 'buy' tp 400p

reiterates

[srpactive] 09/11/2017 14:26

Hello all, I posted this last year, imho it still
could happen, and mks would not have to spend
£200m either, £125m would robably do it, dyor.

=======================

srpactive
16 Nov '16 - 11:43 - 5137 of 6410 0 0 Edit
Morning all

I do not hold here but at aly, I have always wondered why
mks is not interested in buying aly. Aly revenue is split
18% fashion, the rest non fashion. Now that mks are cutting
their exposure to fashion, it would make sense to increase
exposure to more non fashion. This is to be done as management
has said via food, but if they bought aly for say £200m it would
speed the balance away from failing fashion.

Just a thought.

dyor

regards

active

[philanderer] 09/11/2017 12:40

Everyone's views catered for ;-)


9th nov JP Morgan Caz underweight tp 285p
9th nov Deutsche hold tp 335p
9th nov Barclays overweight tp 370p
8th nov Liberum sell tp 250p
8th nov Peel Hunt buy tp 450p
8th nov ShoreCap hold -
8th nov Investec sell -
8th nov Canaccord hold tp 375p


8th nov +++++ Results +++++