Robert Walters Share Discussion Threads

[gsands] 15/5/2008 17:23

Liarspoker,

For me this stock does not fit the old Buffet adage:

'If the stock market closed tomorrow for five years, would I be happy to hold'

My feeling is that we could be heading for some kind of global recession, headed by the US, with Europe close behind and then finally the emerging economies as the lack of Western consumption leaves them high and dry.

This could take 2-4 years to fully play out.

Admittedly, this is a 'worse case scenario' type of outlook.

[liarspoker] 14/5/2008 16:13

Nice day here - I se Harris is still adding.

Reckon those 25K's going through either belong to Harris or RWA themselves.

[liarspoker] 14/5/2008 08:53

I'd say it's factored into the price Demandred.

Trading on a multiple of about 7 on around 12% growth gives a PEG of just under .6

I'm happy to keep holding. Plus I'd say Ruane & Harris have sussed out the company better than we could ever hope too and we know that they are longer term holders who rarely get it wrong.

[demandred] 14/5/2008 08:49

the temp recruitment market has taken a dive in the past few months (as a temp i know 1st hand!!) So i'm surpised these and MPI have not acted accordingly. Have been into these from time to time but am staying out until the temp market on the ground picks up or .... if i can get in at a bargain price.

[liarspoker] 12/5/2008 22:11

Ex-divi Wednesday GSands. ;o)

[gsands] 12/5/2008 19:42

I've sold here too - to lock in some profit. Becoming uneasy again about this sector. I'm probably wrong - but I prefer to only be in stocks which I can hold with conviction.

[liarspoker] 09/5/2008 16:52

Aegon have been selling hence the recent weakness.

[liarspoker] 08/5/2008 22:12

Director bought in too:

[edmundshaw] 08/5/2008 10:49

Hi LS. Agree, nice statement. Currency benefits look nice too.

I have added a few.

[liarspoker] 08/5/2008 09:32

Reads OK to me.

Happy to keep holding. :O)

[liarspoker] 08/5/2008 09:12

No pre-AGM update then ?

[liarspoker] 01/5/2008 10:07

Might be time to add a few here before the ex-divi date ( 14th May ).

[liarspoker] 29/4/2008 08:37

AGM Thursday week.

[liarspoker] 18/4/2008 15:27

Moving back up nicely - new 2008 high soon imo. :O)

[gsands] 16/4/2008 09:00

Any well thought out ISA stock picks would be very welcome:

[liarspoker] 16/4/2008 08:32

RWA & MPI are more diversified geographically than CPS. Irelands unemployment is flying up fast and that is the sector that is hitting CPS.

[kristini2] 16/4/2008 08:31

cps profit warning today--surely only downside from here with recruitment stocks?

[bigbigdave] 11/4/2008 16:46

Fighting the trend today which is nice. 8-)
Chart may be saying the uptrend is resuming imo

[liarspoker] 11/4/2008 09:44

Looks like a 240K swap gone through.

[liarspoker] 08/4/2008 16:28

Hi bigbigdave - long time, no see. :O)

Welcome back aboard.

You are in esteemed company with Ruane & Co as well as Harris & Co aboard.

BTW As a dedicated trader you should not need a vacation. ;o)

[bigbigdave] 08/4/2008 16:19

Hi Liars
It would appear I was stopped out whilst on vacation (hey, 2 weeks with no net access, didn't want to take any risks.)
Anyway, back in at a lower price today 8-)

[liarspoker] 08/4/2008 15:03

Welcome aboard GSands. :O)

[gsands] 08/4/2008 13:54

Nibbled some stock here at the Fib level. Will add on weakness.


free stock charts from www.advfn.com

[gsands] 04/4/2008 14:17

Quite a good recovery today, which is a pity as I've been stalking this one and hoping for a better entry point.

[gorse] 04/4/2008 09:23

"Looks like Barclays is selling here but Harris is still buying."

Liarspoker

And I've bought a third tranche this morning.