Venture Life Share Discussion Threads

[janeann] 12/3/2017 18:48

Perhaps he should just run a dummy portfolio for a year or two and see how he gets on - and watch and learn at the same time.

[thelongandtheshortandthetall] 12/3/2017 18:43

Hey pete

I have been on advfn for 9 a bit years. I love shares and i still find the whole subject fascinating!!

Will he really enjoy learning about investing and all the psychological aspects too?

Its a passion for me (like most here and logging in on a sundry proves that). Lack of Time and intellect kurb my results but given more time youd struggle to find a more eager student.

Would your brother really want to learn or would he glaze over once you go deeper than explaining PE ratios etc.

Just my thoughts pal.

[mozy123] 12/3/2017 17:47

Pete - time to go all cash when friends ask about investing this late in the cycle. :)

Early thirties here! None of my friends have yet asked - maybe they will at ftse 8000. None of them invest in equities, they all have 300k houses and mortgages that would give me sleepless nights.

My answer will be simple. If they need advice, they shouldnt be investing.

[petersinthemarket] 12/3/2017 17:27

How would you go about advising newbies

[mozy123] 12/3/2017 16:58

EI,

The current price of WPP at £17 looks great long term value to me. The dividend growth is exceptional and still covered 2 times. A nice final dividend to come in July.

Warmed to your reasoning on HSTN - looks a solid company in a niche area with large potential for yield compression on the underlying portfolio. Like the 1/3rd UK 1/3rd Germany split on the portfolio for some brexit protection or upside.

Gaw continues its rise, and im not tempted to sell. Great niche business and a dividend monster.

Have bought more SLET/PLI/SHRS last week. Im hoping for some weakness to add more next week on the article 50 trigger. No doubt we will get a 5% rally in the Ftse since I have some spare cash lol.

walking the wippit in west yorkshire. moz

[apad] 12/3/2017 14:29

PURP, I concur, mod.
apad

[modform] 12/3/2017 14:25

On the construction companies , we may have the biggest scandal like PPI going forward with so many houses built by unskilled workers, BVS was just a tip of the iceberg imo. Well I have put my money where my mouth is and shorted PURP , because imo it's a bargepole with unsustainable business model, so going against the bulls Paul Scott and Woodford.

[modform] 12/3/2017 14:17

Sorry apad, don't know anything about software expertise of TAP, I bought because it looked cheap. Never seen an Israeli company with many years of successful growth reflected in the share price It's expected that an Israeli company will always trade well below the sector average, as the market is never convinced.Sorry not much help apad

[essentialinvestor] 12/3/2017 14:09

Thanks Moz, around 16.50 looks interesting, just a best guess in fairness.

[mozy123] 12/3/2017 14:00

EI

A good write up of WPP

[apad] 12/3/2017 13:59

EI & red,
As a dyed in the wool brummie engineer the Watson-Marlow technological USP keeps reminding me that the managers can only manage what they have.

In terms of the sector movement, thinking a year ahead is really hard!
apad

[redartbmud] 12/3/2017 13:41

EI

The respective statistics are interesting. H-l reference:
Ror PE 25.5 Yield 2.00%
Spx PE 32.29 Yield 1.63%
6 month growth in Ror share price outstrips Spx by a goodly margin, but they came from a lower base.
I continue to back Peter France at Ror but Anderson at Spx has been the Conte vs Wenger this season (and last).

Baggie Bird from nr West Brom. No not female or trans gender!

red

[essentialinvestor] 12/3/2017 13:33

ROR, thought it was fully price last year, erm NO!, it was a bargain.


Wistful in Weybridge.

Mercedes Benz World worth a visit if ever near the area.

[redartbmud] 12/3/2017 13:33

APAD

I keep reflecting on the O&G sector. Two simple facts:
1. Decimation of exploration programmes, as the explorers re-structure their
balance sheets to protect their short/medium term businesses.
2. The fight for supply contracts and reduction in margins.
It ay gooin' anywea seewn. Black Country - It isn't going anywhere soon.

I much prefer Spx to Ror.
Spx seems to have it's ducks lined up, whilst Ror was caught with it's trousers down as things in the sector fell apart.
The factory in Bath is really a quart in a pint pot that needed addressing
some time ago. Expansion into satellite buildings is not the answer. From memory
they are doing something about it, or did I dream it? The acquisition of Mastergear
may prove to be expensive and it turned the balance sheet from cash to debt.
In the longer term, Ror will come right, and will be well placed for recovery. That
time hasn't been reached yet.

red

[apad] 12/3/2017 13:00

Red,
I'm just not convinced about ROR's relative merits. I sat back and thought "which would I rather own all of, SPX or ROR?"
I own both and ROR has outperformed SPX over a year, and underperformed YTD.
The other issue is whether I want to maintain my exposure to O&G services.
apad

[apad] 12/3/2017 11:56

Notayesman:

"For those who follow the UK construction sector the numbers are below, but take them with not just a pinch of salt and maybe the whole salt-cellar.

Construction output fell by 0.4% in January 2017, following consecutive rises in November and December 2016 (0.8% and 1.8% respectively)."

[apad] 12/3/2017 11:51

mod
Did you find out anything about where TAP's software expertise comes from? I'm not hugely impressed by the serial entrepreneur running the company.
apad

[modform] 12/3/2017 11:44

I have a small holding in TAP from December when it came out on a zulu filter , just a small punt, the Israeli element of it scares me, otherwise looks like a high growth company. Results next week.I also took a small holding in WEY after the results at 5.8p a few weeks ago, i like the story if it unfolds properly but again very scary and illiquid .

[redartbmud] 12/3/2017 11:19

APAD

I know. Big punt on the story. Whata mistakea ta makea!

Remorseful from Rugby.

red

[apad] 12/3/2017 11:06

....but confident enough to buy a company with nano in the title!

apad

[redartbmud] 12/3/2017 10:55

DD4

I wasn't confident enough to buy Bur, but I did subscribe to:
Bur 6.5% 2022
Bur 6.125% 2024.

Israel.
The geo politics has always put me off a direct investment.

Cautious from Carlisle.

red

[apad] 12/3/2017 09:49

Thought you'd like it, H.
apad

[hydrus] 12/3/2017 09:29

TAP is interesting Megan - well done for spotting it early

[apad] 12/3/2017 09:17

Peters' spouse is up 14.6% in the competition. Rueing a REIT:-)
apad

[apad] 12/3/2017 09:14

megan, you should know that I am very easily scared - it is one of my strongest investing traits.

Did what you recommend before posting and TAP accounts do look excellent, including divis, which was why I posted.

You were quick off the blocks!

apad

ps
Edited the post to comment on their website.

pps
Rainy Sunday, I should be sowing spring onions!