Titon Share Discussion Threads

[patviera] 03/6/2015 17:02

Agree mrxU dint want to own companies with no earnings and you want a high cash element in your portfolio at this timeSigns of a potential mkt topMargin debtInsider sellingCape peBreadthMkt internals eg all time highsWe are v near the 5 year topBe careful what you invest new money into

[mrx9000] 03/6/2015 16:22

If one invests in stocks with a decent Margin of Safety and invests with adjusted position sizing to each stock in question and together with following the trend, banking some profits and dividends along the way than one can sleep at night and not worry about a crash. If however you are in blue sky stocks that have no real profit or sales etc than you will have a bigger problem. When the trend stops being a trend, I will simply tighten my stops, stop buying and potentially bank some profits. Banking the odd profit here and there along the way makes the process somewhat easier.

[patviera] 03/6/2015 14:59

MrxA trend is a trend until it's not a trend!!Don't listen to Overass as he is always bullish and I called the last crash in 2007 which he duly forgets You've all been warned

[overmars] 03/6/2015 13:31

Please do not listen to Pat. I promise that she has been spouting this line about a crash for years. Probably trying to get the price down!

[mrx9000] 03/6/2015 12:07

I don't think it is wise to call any top or bottom. What is wise is to follow a trend. We are in a trend at present and the trend looks to continue...

Being in a stock like TON, which in my view has a "Margin of Safety" is not something I personally worry about.

[patviera] 03/6/2015 11:51

Red armySp may get to 2200 or 2250But my downside tgt is 800!!So I'm happy to leave 5pct to someone who may be lucky enough to buy it and take a turnI'm not clever enough to do that so in staying out

[patviera] 03/6/2015 10:10

Red armyI'm not clever enough to call the topI just know that buying stks up here is not cleverI am selling stks that I think are fair value and looking to sell ton early..hopefully a pound

[red army] 03/6/2015 09:54

patviera

For the record what is your time to go short - when the FTSE reaches ??? or the S&P reaches ?????

Pray tell

[patviera] 03/6/2015 08:27

AllypImpossible to call the topBut we are there or there aboutsJust think we must leave cash to invest when there is fear around and investing now will not be wise IMHO If share price falls more than 10 pct ftse will NoT hold upIf your time horizon is 5 yrs plus and you are buying ton on a very love term view them hold I'm just saying be liquid and don't listen to the don't fight the fed peopleEquities can go down and shortly they will fall much more than 10pct

[patviera] 03/6/2015 08:25

AllypImpossible to call the topBut we are there or there aboutsJust think we must leave cash to invest when there is fear around and investing now will not be wise IMHO If share price falls more than 10 pct ftse will NoT hold upIf your time horizon is 5 yrs plus and you are buying ton on a very love term view them hold I'm just saying be liquid and don't listen to the don't fight the fed peopleEquities can go down and shortly they will fall much more than 10pct

[red army] 03/6/2015 07:46

Calling a bear market is one thing but calling a correction is another. In any event a bullish call or a bearish call will one day be proved right as the market does not head in the same direction all of the time. The question is timing and when these changes will occur????

[allyp] 03/6/2015 07:30

pat
I have the same view about US stocks. How do you think this will affect the FTSE? It is not as overvalued as S&P, so maybe not as big a correction or crash, but obviously the markets would react together

Thanks

[patviera] 03/6/2015 06:21

MrxU keep buying mateThere is no fear in mktAll complacency and greedI like fact you don't believe it..means it will happenThat's why you are better with value stks but in v v afraid everything will get obliterated

[sonofbanjosinger] 02/6/2015 23:10

Ok thanks for the warning I will out first thing liqiudating my holdings

[sonofbanjosinger] 02/6/2015 23:10

Ok thanks for the warning I will out first thing liqiudating my holdings

[sonofbanjosinger] 02/6/2015 23:10

Ok thanks for the warning I will out first thing liqiudating my holdings

[sonofbanjosinger] 02/6/2015 23:10

Ok thanks for the warning I will out first thing liqiudating my holdings

[sonofbanjosinger] 02/6/2015 23:10

Ok thanks for the warning I will out first thing liqiudating my holdings

[patviera] 02/6/2015 22:57

They will be but if they win a contract with a CB...we will always need cash!!Sp is within 10 pct of falling 70pctBe v v carefulLeave a few pennies fir the greater foolIgnore me at your peril

[sonofbanjosinger] 02/6/2015 22:49

So if you are right why wont SPSY be affected?

[patviera] 02/6/2015 22:14

Son of a Stks go xd in a thurs and prob why went up todayOverassI was recently bullish at sp1850 on EbolaI have just sold so at 2125Tgt 800!!I rarely get mkts wrongYes share price may get to 2250 as v hard to catch top but as rm will vouch I have never predicted share price beforeBe v careful as this mkt is second most overvalued since 2000 and now the technicals stinkAct ..and act nowThe share price will be 2200 in 10 years timeSell all stks now(except spsy)Be warned..we are months away if not weeks from a major crash like 2000 and 20007Sorry I really hope I'm wrong

[red army] 02/6/2015 21:12

Next rest at 90p before going on to 120p

[sonofbanjosinger] 02/6/2015 20:29

One day she will be right, maybe. This is a long term hold for me, brought to my attention by rainmaker and now is my biggest holding. A good rise today considering it went ex-dividend yesterday