On The Beach Share Discussion Threads

[mrnumpty] 27/12/2021 20:22

Although I subscribe to a tip sheet much loved by John09 , and which tipped OTB some months ago , I’ve been watching from the sidelines . However , a couple of minutes ago , on Channel 4 , there was a TV advert by OTB . Presumably this is part of an advertising campaign in anticipation of the end of the Plague restrictions . Good luck all .

[john09] 26/12/2021 13:55

Questor today


———;


Questor: tell me, Santa – will the long awaited stock market crash finally come in 2022?
Questor share tips: a collapse could prove to be the most wonderful time of the year for patient investors


Last Christmas, many investors were still nursing losses from the March 2020 stock market crash. This year, to save them from tears, the FTSE 100 and FTSE 250 have cemented their prior year recoveries. They have risen by 11pc and 12pc, respectively, between the start of 2021 and this Christmas.

However, the potential for further gains could be compromised by several risks that increase the likelihood of a stock market downturn in 2022.

Notably, the rate of consumer prices index (CPI) inflation has surged to its highest level for over a decade. The Bank of England has revised its forecast upwards in recent weeks so that it now expects CPI inflation to soar to around 6pc by April.

Rising inflation has already prompted a higher interest rate. Further monetary policy tightening could reduce the appeal of shares relative to other assets. This may act as a drag on the stock market’s performance in the first half of next year.

In addition, the pandemic remains a threat to the economy’s outlook. At present, it is too soon to know whether the new Covid variant, omicron, will cause lockdown measures that disrupt the performance of a variety of industries.

Arguably even more uncertain is the way in which investors react to any reintroduction of Covid containment measures. Indeed, the rich valuations of some stocks suggest they lack an appropriate margin of safety in case future trading conditions are tougher than expected.

Of course, some investors may believe that the stock market will bring joy to the world in 2022 by continuing its recent gains. Further fiscal stimulus in response to the pandemic may catalyse the economy’s performance. Similarly, monetary policy may prove to be less hawkish than would normally be expected during a period of higher inflation due to ongoing uncertain economic conditions.

Moreover, a range of stocks continue to trade on very modest valuations. Industries that have been hit hardest by the pandemic, or which have not been obvious beneficiaries of a shift towards online and sustainability growth trends, could deliver recoveries in the coming months.

As a result, it is impossible to predict with any degree of certainty whether the stock market will crash, soar or tread water next year, or in any year. Instead, focusing on buying shares when opportunities arise, rather than trying to guess whether the current bull market will stay another day, could be a more efficient use of investors’ time.

In Questor’s view, such buying opportunities are far more likely to occur during a market crash. A larger number of high-quality companies could be undervalued while stock prices are falling rapidly. More importantly, company share prices can materially diverge from their underlying value during extreme market conditions.

This may equate to an array of excellent buying opportunities that allow investors to fulfil the first part of a “buy low, sell high” long-term strategy.

Clearly, a falling stock market in 2022 could create significant paper losses that cause distress for investors when they are next driving home for Christmas. However, a large proportion of investors are likely to be net buyers of shares over the coming year.

Even retirees for whom a portfolio of stocks provides a regular income may find they buy a larger amount of shares than they sell due to a lack of opportunities in other asset classes and their partial reinvestment of dividend income.

Therefore, a stock market crash next year could be highly beneficial to a large proportion of long-term investors.

Clearly, many investors will instinctively think: “All I want for Christmas is a continuation of the current bull market.” However, for net buyers at least, there may be just one thing they need. A stock market crash could provide stronger, and more plentiful, buying opportunities that ultimately let it snow profits in the long run.

[tomc85] 21/12/2021 15:11

Yep life goes on and this has been battered like it has massive overheads like iag/ezj. When in fact it has great online only proposition and has great growth potential!
1/5th of deaths have been caused of covid...
It's a strong buy with double bag potential, great risk reward play.

[crackerboy] 21/12/2021 13:39

Seems that some people might survive Omicron and holiday again.

[johnv] 17/12/2021 17:21

Any reason why this is moving up?

[darrenp746] 09/12/2021 12:50

Wasn’t much good in that except the cash position. It got hit hard on opening but then recovered reasonably well.

[bull19] 09/12/2021 07:29

Looking for positives, the cash position looks good. Still so much uncertainty in the near term though

[boonkoh] 08/12/2021 10:07

"expects" is the key word in the TUI statement. It means summer 2022 bookings are currently not at pre pandemic levels in equivalent time this far out.

[paleje] 08/12/2021 08:02

TUI reported this morning, very strong pipeline and expects summer bookings in 2022 to return to levels “similar to pre-corona 2019"

[thelongandtheshortandthetall] 06/12/2021 16:29

Reckon OTB will be a peach tomorrow 😍

[paleje] 01/12/2021 10:53

Israeli scientists are saying evidence is emerging that the new strain is relatively mild if noticeable at all for booster jabbed people and its transmissibility only about 1.3x Delta.

[nasnas1] 26/11/2021 08:03

With the new variant we could be heading for all time lows of 160 range

[hibberts] 22/11/2021 08:21

That's me in for a few looking very cheap.

[iandippie] 19/11/2021 16:41

Cheap as chips now in my opinion. I work for one of the package holiday companies and we are taking a decent number of bookings on a daily basis thru to Summer 23. I would imagine it is the same for OTB. Austria and Germany with their low vaccination uptake is a minor issue. Might affect a few city holiday bookings, but the big margins are with bookings to Spain, Turkey and Greece.

[mauricemonkey] 19/11/2021 16:22

Hope so. I'll be rummaging around the back of the sofa for every spare penny if so.

[leedslad001] 19/11/2021 12:29

2.00 coming soon

[brummy_git] 18/11/2021 14:46

OntheBeach (starts 09:10) was talked about positively here by Jamie Constable of Singers.


www.youtube.com/watch?v=KknJ6I5U_5g&t=3s

[dr biotech] 16/11/2021 16:27

Hmmm. Bought these back in july for about 290 watched the rise to 370, but panic sold near the bottom of the sept dip only for them to rise in the following days. Pretty much shows my inadequate trading skills. Now they are below where I started and I’m not so sure which way they’ll go. All smaller companies seem to have taken a hit today that’s not reflected in the bigger indices.

Have to think there will be pent up demand and by next summer covid will be largely in the rear view mirror as long as vaccination rates are high enough, or Pfizer’s treatments are as effective as they promise. So it’s back on my watchlist but I’m not sure the fall is done yet.

[leedslad001] 16/11/2021 16:16

Watching and waiting to see if it goes down to 2.00

[bull19] 16/11/2021 15:37

52 week low? I'm now out at 20% down but will consider adding again if and when it comes back up

[petes5] 27/10/2021 19:44

Have held before and had been looking to get back in. However after just going on a holiday booked through otb i will not be investing again and shall remove from my watchlist. I am a well seasoned traveller, working overseas and fully aware that things are not always the agents fault. However trying to charge double for a slight change which i eventually did directly with airline did not go down well. Best to keep away from all airlines and travel companies. As the saying goes, the way to make a small fortune in airlines is to start off with a large fortune.

[mauricemonkey] 27/10/2021 15:34

Update.

We have no update. Thanks for reading.

[milliecusto] 27/10/2021 11:32

Sub 300p on the cards, no guidance for 2022 either

[nw99] 27/10/2021 08:28

Disappointing