Smith (ds) Share Discussion Threads

[gabsterx] 05/8/2019 07:12

EJ, I get how you feel.. I try to take the contrarian viewpoint and see market crashes as 'raining gold' when a lot of previously overpriced great companies are now on sale, of course you would have to keep some dry powder for these occasions which is why I try to keep between 20-30% of my portfolio in cash. "When it's raining gold, reach for a bucket, not a thimble" as a great investor once said.

I also have a laser focus on my received dividends so for me as long as the companies can maintain or keep increasing their dividends I monitor the income received rather than capital gains as those are much more stable. Lower prices mean higher starting yields which in the long term means more compounded growth for income.

Of course this would imply a long term view of the market, my personal horizon is 20 to 30 years so all this Brexit, trade war, HK protests, etc. would end up being blips on the radar 10 years from now. The stock market has been though two world wars, nuclear bombs, great depressions, countless financial crises and after all this ended up at record highs. Short term pain for long term gain!

I recommend watching the BBC interview with Charlie Munger, his calm and equanimity in the face of a total collapse is inspiring in times such as these (even though we are far away from a 2008 situation)

[gabsterx] 04/8/2019 14:58

Ignore the noise, DS Smith has a reduces exposure to industrials compared to other packing companies. FMCG tends to be less volatile in times of hardship. I would focus on the fundamentals and keep buying at these prices.

[petersinthemarket] 04/8/2019 14:01

Not so sure about the ''mm's fiddling''.
I suspect its just a lot of people have realized this share can easily be traded.

[marksp2011] 03/8/2019 20:24

97peter

This is a SET1 stock, not AIM.
there are two options for the price fall

c 15 Financial institutions colluded to set the price even though they cant as traders have direct access and can input their own bids.offers dorect on to the order book.

OR

The market is pants and SMDS is particularly sensitive to pants markets

[ianood] 03/8/2019 12:50

Nothing to do with the overall market then?

[97peter] 02/8/2019 17:31

Defo MM’s fiddling. Should be back to 370 in a few weeks.

[taurusthebear] 02/8/2019 12:29

Down to 312p with last Trump tariff shenanigans.

[petersinthemarket] 02/8/2019 11:26

Somebody seems to be playing the share price here. imo just turned up at support again, so I bt some more and now looking fwd to a rise to 365+ again. Time will tell.

[pughman] 02/8/2019 10:01

This was 380 a few days ago. Bought some at 334. Mondi macro comments did not go down well.

[97peter] 31/7/2019 18:51

Drop again by 9p.!! What’s happening, this is a great share and well run company. Just acquired another company and rises in demand for cardboard and ridged packaging, why is it not above 400p??

[97peter] 29/7/2019 18:51

What is it with a drop today, when all around are up by 2%?
Come on SMDS let’s have a statement on r3cent competition news and also what is happening within the company?

[buyzantium] 26/7/2019 07:35

E-commerce is growing at an unprecedented rate around the world and has resulted in huge demand for packaging that will promote, protect and contribute to efficient distribution at every stage in the supply cycle. See recent article By Rob Carle of DS Smith e-commerce team.

[97peter] 23/7/2019 18:24

Boris bump and pound hit, will see 400p quicker than I thought, plus with 11p, divi very soon, then 410-420 by end of September definitely on the cards, what with turnover, profit and sale of plastics and 2 packaging companies in 2019.

[moorsie2] 23/7/2019 07:39

Mondi will have a bigger impact on the share price this week than any domestic politics..

[97peter] 22/7/2019 18:19

I see it breaking 380p by the end of the week, as speculation and Boris effect starting to kick in!

[taurusthebear] 22/7/2019 14:25

370p is proving an annoyingly persistent ceiling. I dream that one day it'll blast through... to 380p. Lol

[alan@bj] 19/7/2019 11:56

Paper and packaging group DS Smith retreated as the Competition and Markets Authority said Liqui-Box’s proposed takeover of its rigid and flexible packaging business could leave food and drink suppliers worse off. The two companies will now need to address the CMA’s concerns or the deal will be referred for an in-depth investigation.

[buyzantium] 19/7/2019 09:02

In my naivety I often wonder whose interests these so called Regulators actually represent.

[97peter] 18/7/2019 20:27

Agree EJ,
I have quite a large holding which I have held for a few years and was bought at 435p. The dividends and the acquisitions/mergers and the way the CEO and board are going is great. Would just like to see the share price over 4000p before next divi?
Frustration maybe?

[97peter] 18/7/2019 17:59

This SP, should be hitting 390 range with all latest huge buys and medium to small buys coming in over the last 2 weeks. Are the Mm’s shorting again?