Moneysupermarket.com Share Discussion Threads

[fugwit] 19/9/2013 11:40

prokatrace, that is an interesting way to look at it and on a growth at reasonable price basis there is little doubt of the value in mony, particularly if you think those EPS figures are likely to revised upwards in due course. I suspect well worth playing around a little with the EPS figures to see the effects on PEG.

I suspect I shall end up looking for a reversal candle pattern and start buying a few more for longer term holding then. With any luck we'll get another clear pattern like the monthly back in March 2009. In the meantime it is going to be interesting to see how we cope with the weekly sma which we have had a little bounce off this morning. There have been so many false H&S during QE so it would be nice to see one play out fully for once.

[salpara111] 18/9/2013 19:06

I am in this stock from 179p and am somewhat confused as to why someone would dump big time at 150p given the relatively undemanding rating that it now trades on. Even without the special divi the yield is about 4.5% so it is paying like a low growth plodding stock.
We are now close to the time of year where big fund managers adjust their portfolios in order to show themselves in the best light and given the size of the trades I do think that an institution has just dumped a load of stock.

[indiestu] 18/9/2013 18:44

Sapara,Interesting comments and indeed at first glance it does seem to be a massive dump into the close. However, thinking along slightly different lines. Considering the generally tight spread we see on MONY could it be the tip of an iceberg order to buy around 150? Could be if someone was trying to build a large position and would partially explain why the share price has dropped over the last few weeks to accommodate. That's a reasonable pay day for a lucky dealer. Takeover? On the other hand if someone was trying to sell that could be the last they want to move, who bought them? For sure they are not going to want to sell them cheaper than they paid. Or, is it a short position closing out which could be interesting. So, I'm not normally prone to make predictions but today could be a turning point for the share price. Remember this company is the still the best in class and people's attitude to money is changing in these more careful considered times. In the meantime there's a massive cash pile building that's going to pay increasing divs over the long term. A good hold for me. All pure speculation. Comments very welcome.

[salpara111] 18/9/2013 17:45

Epic sized dumping today at close of business 10M shares sold!

[prokartace] 18/9/2013 16:59

Isis go and bother someone else

[isis] 18/9/2013 16:33

Well what do you think the AT trades are then?

Do you think they are REAL people buying and selling?

Simple question. ;-))

[prokartace] 18/9/2013 16:30

isis, please read what I have written!! I make no mention of anything you are writing about. You are arguing against something I havent offered an opinion on!

[isis] 18/9/2013 16:06

So do you think those AT trades are actual people trades??

LOL

[prokartace] 18/9/2013 16:03

isis, I fail to see what shorting has to do with anything I just said. I was talking value and you are talking supply and demand - can you see that?

[isis] 18/9/2013 15:59

prokatrace - it's being shorted - can you not see that?

[prokartace] 18/9/2013 11:44

Difficult to answer your question fugwit, as you know the further forward you look the less accurate the forecast. If you take an average growth rate over the next 3 years you get a 19% growth rate. In terms of valuation from this you could use the Price Earnings to Growth ratio.
If we take the current price we get a forward PEG of 0.78 This implies that the share is cheap. A PEG of 1 implies a share price of 197p. In reality the growth rate for 2013 skews the figure and would suggest that the share should trade to 2014 growth rates, so using earnings of 11.49p and a forward PEG of 1 we are looking at a share price of 115p.

As you can see, an inexact science at best

[fugwit] 18/9/2013 11:01

Salparra, I agree with you about the potential of the MSE purchase, it is remarkable how much of the mony traffic came from that one site and how much of a disaster it would have been to have lost it. I believe that it was a shrewd purchase that will benefit the business greatly for some time.

[fugwit] 17/9/2013 17:41

2013 EPS consensus of 10.41p is great against historic 2012 eps of 6.62p.

However looking forward we have 10.41p forecast for 2013, 11.49 for 2014, and 12.38p for 2015. EPS growth figures of approx 10% followed by 7% for 2014 & 2015. Whilst heading in the right direction hardly stellar growth rates.

What PE do you put on these growth rates?

[salpara111] 17/9/2013 17:17

Someone took advantage of the drop today, big buys at the close.
If you include the special divi then the yield is over 10% this year which is pretty incredible for a growth stock.

[isis] 17/9/2013 13:16

I don't it's think Naked shorting but alot more stock was made available when the ex CEO released 18% of his stock.

Shorts.

Traffic seems Ok to the site.

[salpara111] 17/9/2013 13:13

another big drop on a relatively low volume day with fairly balanced buy/sell ratio so someone is naked shorting I guess.

[isis] 17/9/2013 12:49

Certainly some shorting pressure on these.

Look at the AT trades.

[prokartace] 17/9/2013 11:45

Not just a pretty name fugwit!

[fugwit] 17/9/2013 11:09

So far so good on the H&S theory, we had a run back to the within a couple of pence of the neckline and now look to be having another run to the downside to retest 156 where the support came in on the last leg down. The support to take us back to the neckline looked pretty weak to me so it will be interesting to see if the previous support at 156 holds out and if not how easily the share price passes through.

We are through the major daily moving averages and trading below them now, the weekly 100sma may yet provide good support in the low 150s as may the monthly 20 sma which we are currently sat on. Interesting stuff.

[major clanger] 10/9/2013 16:21

Broker rec.

Westhouse Securities - Add from Buy - TP 195p [downgrade]

More here:

[funkmasterp12] 19/8/2013 17:17

The new ad campaign has started so traffic should be increasing over the coming days/weeks.

[isis] 19/8/2013 16:56

Been checking the Traffic daily and there doesn't appear to be any problems. Given the large dividends they've been paying they look good value.

[major clanger] 19/8/2013 16:31

Broker upgrade:

Westhouse Securities - Buy from Neutral - TP to 195p from 210p [upgrade]

More details here:

hxxp://www.brokerforecasts.com/news/article/articleId/4652804