Safestyle Uk Share Discussion Threads

[discodave4] 29/9/2016 19:18

imranawanYes still holding here and have not top sliced a single share!.Yeah know what you mean, I thought that about PMR!, ooops :(My watch list mainly comprises of those that will prosper from weak sterling and also some high growth, but highly rated, shares. BOO included, which I thought you were in but sold up recently?. BUR and SOM look interesting as well.Sorry for off topic.DD

[imranawan] 29/9/2016 14:57

Much like yourself DD haven't seen much value. I've remained pretty much invested, even post-Brexit.

Have my eyes on CMCX, MCS, and a few other. The problem is that co's on my w/list have all stumbled recently, and that's why their cheap. I've learnt through experience that the market is smarter than me, and more often not its also right. So whilst I may think a stocks decent value, its probably a value trap, and I'll lose money or won't make any.

I've recently bought some SGM recently which looked decent value based on fundamentals, and has been out of favour post-Brexit.

I hold NXT from higher-up and haven't sold out, as its a quality company, and I hope they can navigate around the current headwinds. The time to sell NXT was at the start of the year.

BTW do you still hold SFE.

[discodave4] 29/9/2016 14:22

imranawanKnow what you mean. Gone for house builders (PSN), PM's (FRES, GDP) and oilers (RDSB, ENQ). Also holding AHT and TPT. My cash & watch list is growing as can't see much value either, traded a few post Brexit (SPD, NXT, RTN), and still keeping my eye on SPD.You seen anything?Good luck if still in here.DD

[imranawan] 29/9/2016 10:08

Would agree with you Dave. Out of interest what other stocks are you looking at, or currently hold.

Am not seeing much value out there at the moment.

[discodave4] 29/9/2016 09:09

Despite the excellent interims and the CEO share purchases this seems to be struggling to break above 280.Probably will remain so until the house builders get some positive news, perhaps in the autumn statement. Trouble is that's 23rd Nov!.DD

[mrthomas] 18/9/2016 14:28

i be very happy with that about forecast have to say company doing very well great dividend with a potential even more to come

[tintin82] 16/9/2016 13:47

I rate this a buy up to 302p, sell target 356p

[chrisatom] 16/9/2016 13:22

What's everyone's target for SFE?

[tintin82] 16/9/2016 13:17

Thats more like it!

[discodave4] 15/9/2016 09:16

Excellent numbers yet again.They are generating over £1m per month during H1, even deducting the div, special div and expansion capex they will still have plenty to pay another special divi at year end.Including reference to Brexit not having any impact seems to also help the share price these days!.DD

[discodave4] 14/9/2016 22:54

Interims tomorrow.......fingers crossed, although they do always deliver!.DD

[eggbaconandbubble] 25/8/2016 11:30

Standard life a bit slow on the uptake!

[mrthomas] 13/8/2016 11:56

Yes doing well am finally in the money with the dividend a month or two ago. Think to be fair we not know the affects of brevet for a wile and i don't think you can hold and forget about shares in this market.

If reached £3 not sure if I hold or sell this year but this is a good company strong b/s great cash flow etc

[tintin82] 03/8/2016 10:54

This very steady bounce certainly has legs. SFE is quickly becoming the savoir of my portfolio :) Very interesting few weeks reading RNS from many different companies regarding brexit. There really seems to be quite a detachment from 'leading economists' and what companies are reporting. Not least SFE. I note PDG a leading car dealer at the forefront of being effected by consumer confidence is saying Brexit is a non issue. Also NVA the specialist insurers state this morning that they will 'flourish regardless'. Many house builders reporting business as usual etc. Many mainstream media such as FT appear intent to talk us into a recession. These PMI figures are being flouted to death, but were they not worse in 2012? Of course I am not putting my head in the sand here, of course brexit means a world of unkowns, but it really does appear to be business as usual on many fronts.

[pyglet] 29/7/2016 12:06

Back to £2.80

[buffetteer] 29/7/2016 07:40

I dot agree. I guess it depends on the level of recession ( which is more than likely ) . If had then Sfe will struggle to grow and profits would fall q heavily.the one thing don't buy when they're lacking confidence in the future is new Windows.

[tintin82] 28/7/2016 19:44

I am not one for charts and trends, but looking at the chart since Brexit this is recovering rapidly, quite a steady bounce back.

I think going forward many investors / institutions will be keen to pickup boring high quality stocks such as SFE. During times of uncertainty high quality, low debt, cash generative companies always prevail. And lets face it, we have about 2 years of uncertainly ahead.

No one know what the long term impact of Brexit will be, but going by initial indicators it certainly will not be the financial apocalypse that was being foretold, even those highly competent folk at the IMF admits this now....

I have absolutely no concerns regarding SFE's ability to continue to grow and gain market share regardless of macroeconomic factors. IMO this means that in a best case scenario for the UK we receive more 'exceeds expectations' RNS's. Worst case scenario for the UK that we dip into a technical recession, loose a point or two of GDP, and SFE continue to grow albeit at a slower rate, however that slower growth still justifies the current valuation. Basically, I think any negatives from Brexit will be offset by organic growth. The current balance sheet has this company well prepared for any eventuality.

At a time where interest rates are pitiful (and possibly getting worse) there is generally a premium to pay for a decent steady income, however with SFE that really doesn't appear to be the case! Steady capital growth, plus significant dividend yield at a low rating. It still amazes me that the share price has not breached 300p (yet with recent uncertainty I guess its understandable), hence my top up pre Brexit.

All IMO. Good luck to all of you, and hope everyone is clawing back any Brexit loses.

[royaloak] 28/7/2016 09:47

They went down to 207 from around 270(xdiv)i'm quite happy that I added!

[dlku] 28/7/2016 09:44

i think they are struggling

[discodave4] 28/7/2016 09:36

It doesn't seem to be following the housebuilders, that's the strange thing. It did after the vote but now seems to be doing the opposite.DD

[pyglet] 27/7/2016 13:02

Should be mirroring the rise of the house builders - great buying opportunity here for those not in.

[discodave4] 22/7/2016 15:44

Tintin your probably right, hope so.This is a strange one, falls massively with house builders and today does the opposite. Guess the H1 update and this cash cow is starting to be noticed.DD

[tintin82] 19/7/2016 20:03

Hi Dave, indeed no short term impact of Brexit, but I virw this as most favourable as the unexpected ref result was the period of most uncertainty. Now that the waters are a bit clearer with political developments the risk should subside. Of course I may be understating Brexit hugely, but uncertainty is always with us. Much less uncertainty in SFE. I think the weak pound will keeps many holiday makers at home and potentially spend on domestic tourism / house repairs etc.