Smith (ds) Share Discussion Threads

[dr_smith] 05/1/2020 15:05

On investor/journo/hack opinions, I use them for links to verfiable facts, but pay no credence to their hunch/opinion, but do take tangible data/facts to form my own opinion.

Jeffian. My approach shares commonality with yours but differs slightly.
I work off expected EPS (+divs) expressed as a percentage of share price
If expectations come true, market will recognise, buy in, increase sp, and in meantime the share price value (if not market sp) will increase in line with those profits and prospects. I do not hold forever though, if I think market gets ahead of itself, I may sell.
I have bought and sold here a couple of times over 7 years, with good profit in interludes.

Folio wise, I have bought/sold very little since I battened down the hatches pre Brexit vote, as too much fog to make sound decisions.
Now..or in coming weeks, I am hoping to regain a sense of where economy is, given we are post brexit fog, post election, we should see this leading to companies plans being anounced, adding to clarity.

[jeffian] 05/1/2020 14:34

#3286,

"Now look at the 5 year chart. There is zero correlation.
I normally finish with IMO.. but the evidence makes it a fact.. unfortunately for us holders.
Baffling."

That's rather what lies behind my "buy and hold forever" strategy mentioned earlier. If you can find a share which is on a lowly PER and pays a decent dividend, it is very easy to sit back and let the market come round to your way of thinking, even if that takes a year or two. It has worked very well for me with companies like Avon, Diploma and S&U, all of which had periods in the doldrums but have shown stellar returns in the past couple of years.

[moorsie2] 05/1/2020 14:09

Guys he writes for Motley Fool. Same article as my posted link in comment 3275.

This is still undervalued IMO - should be 430 or so based on earnings and cycle etc

[alan@bj] 05/1/2020 13:44

Googled Edward Sheldon. The summary on Linkedin says, "Based in London, I am a CFA-qualified freelance investment writer. I currently write and edit investment content for asset managers, wealth managers, hedge funds, private equity firms, research firms, investment publications, and fintech startups across the UK, Europe, the US, Australia, and Asia."

[dr_smith] 05/1/2020 12:51

loganair. I have no idea who Sheldon is, but... I bought in to SMDS for those 2 specific reasons, growing ecommerce and green issues.
It is baffling that this has not led to marked increases in the share share price
How long have green issues and ecommerce been gaining traction?
Now look at the 5 year chart. There is zero correlation.
I normally finish with IMO.. but the evidence makes it a fact.. unfortunately for us holders.
Baffling.
Dave

[loganair] 05/1/2020 10:08

Welcome to 2020! Here are 3 FTSE 100 dividend stocks I’d buy and hold for the next decade by Edward Sheldon:


DS Smith:

Finally, check out sustainable packaging specialist DS Smith (LSE: SMDS). It specialises in manufacturing cardboard boxes (the type Amazon deliveries come in).

To my mind, DS Smith looks set to benefit from two powerful trends in the years ahead. Firstly, there’s the growth of e-commerce. These days, more and more consumers are shopping online and this is a trend that looks set to continue. According to Statista, global retail e-commerce sales could climb to $6.5trn by 2023, up from around $3.5trn today. This means that demand for packaging is only likely to increase over time.

Secondly, there’s the focus on sustainability. Increasingly, consumers are ditching plastics and looking for sustainable packaging solutions. Given that sustainability is at the heart of DS Smith’s philosophy, I see an attractive long-term growth story here.

DS Smith shares currently trade on a forward-looking P/E ratio of 11.2 and offer a prospective yield of a healthy 4.3%. Looking at those metrics, I think the stock offers a lot of value right now.

[dr_smith] 03/1/2020 19:24

Jeffian. I recall reading yonks ago that the most succesful portfolios are deceased folks estates - left for many years to accumulate.
Though there could easily be just as many - or more - dormant folios that dwindle, but they don't grab the news.

[moorsie2] 03/1/2020 18:05

Each to their own :)

Good luck

[jeffian] 03/1/2020 17:39

To be honest, not really. I adopt a Buffetesque technique of buy-and-hold forever. It's a "rabbit caught in the headlights" style of investing!

[moorsie2] 03/1/2020 17:24

I hear you.

But the week ahead will quite possibly determine its price action for the whole of 2020 and I am sure that is of interest to you

[jeffian] 03/1/2020 17:10

This is one of the stocks I moved a significant sum into following the lamented takeover of RPC, with the intention of holding long term for dividend income and growth. To be honest, I couldn't care less about the week ahead.

[moorsie2] 03/1/2020 17:04

Year end stock levels should be released next week. A big level on upward or downward price action as it will heavily influence paper prices in the first half of 2020. Gamble of a week ahead..

[ianood] 03/1/2020 10:59

EJ - job done, credibility intact :)

[joshuam] 03/1/2020 07:09

And we keep trending up just need to break 400 ASAP

[moorsie2] 28/12/2019 14:13

Since 1st Oct Skg has appreciated by 20% whilst smds and Mndi by 10% only.

Paper stocks data in early January will have a very big influence over the share price of all 3 companies ..

[marksp2011] 28/12/2019 12:12

Moorsie

I don't see the gap. I think SMDS is fully valued. MNDI/SKG are both stronger financially than SMDS. The last results were hardly market leading were they?

[moorsie2] 23/12/2019 13:27

Industry sentiment has been strong and sustained. Look at valuation of MNDI and SKG and this would indicate that this is at a discount so could run all the way to 450+ to close the valuation gap...

[quepassa] 19/12/2019 11:57

Standard dross and non-sensensical drivel from the idiot, Rogered-No-Go-Zones.

Best filter her as most sensible posters did many moons ago.

[moorsie2] 19/12/2019 08:31

400 is a psychological level - so it may take time to clear it butonce it does it will then run onto 420+ in my opinion before taking a breath...

[ygor705] 18/12/2019 16:36

It's been a painfully long and dragged out affair for the share price to get back close to £4 level. Nevertheless, the overall trend is still upwards and we should breach that level in the not-too-distant future.

[buyzantium] 12/12/2019 14:55

Reference Postings 3262 and 3263. This was on BBC1 National lunchtime news today. Excellent publicity for DS Smith.

[fhmktg] 12/12/2019 09:06

I understand the company is focussed on servicing the needs of the fmcg sector by a closed loop of new board and recyclingWhat I don't understand is whether they are going to simply use this plant as a demonstration facility- perhaps in partnership with a machine producer, or to offer both machinery and technology as a new sector of the business.