Venture Life Share Discussion Threads

[redartbmud] 20/4/2017 20:15

Any reason for Rws fall today?
Should I buy at these levels?

red

[redartbmud] 20/4/2017 20:13

It has taken me a long time to conclude that, in most cases, averaging down isn't too clever. very often a share just keeps plummeting. Much better to latch onto those shares that have upward momentum.
One exception is a general market correction.

red

[essentialinvestor] 20/4/2017 19:53

There is a quote from Paul Tudor Jones, an incredible trader,
that goes .. only losers average down.

Although I can see the logic, when applied carefully it can be profitable
to average lower in some cases.

Where you need to be cautious is if the story changes fundamentally
and your original buy case is no longer sound.

Would not be brave enough to apply this with micro caps etc.

[big7ime] 20/4/2017 19:39

Have done alright on my Ecsc punt
One to hold but high risk

[big7ime] 20/4/2017 19:38

I'm under water on CNA but it's good for turnaround this yr and yld makes it easy to wait and hold for recovery

I know most on this thread just invest in shares that have been rising for a while, One imo likely to race up, now the downtrend has been broken today on super news is AMER, quality medium oil stock and a fav of Malcy's as this afternoons comment of it being "WAY too cheap!" Says:

[redartbmud] 20/4/2017 18:49

EI

Well done on Lloy. That was a very big bet. Squeaky bum time when it starts to go the wrong way, isn't it. Scary for me when it falls a few %, my portfolio looks really sick.

Hey ho. Tomorrow is another day of opportunities. 12 may i get my divi from Skg. That will cheer me up.

red

[modform] 20/4/2017 18:24

KWS, all time high nowECSC, into blue sky, all punters that sold after the results are now wondering if they didn't read the rns properly. WEY, another very strong rise today.GAW, any dip is bought I have been buying TRD in the past few days, it looks incredibly cheap. I think they will do at least 10p eps giving current per of well below 10.Dyor, no advice is intended.

[apad] 20/4/2017 17:58

Don't get me wrong, EI. I am wholeheartedly in support of the GSK strategy cf the AZN 'strategy'.
GSK is the RB. that dare not speak its name - perhaps.
Daughter's long term investments are biased towards GSK.
apad

[essentialinvestor] 20/4/2017 17:45

Would be long since brown bread without some
compounds discovered/developed by GSK, so perhaps my view
is a tad uncritical.

Very rudimentary take- consumer healthcare division alone
is worth around £18 Billion, hoping they can buy NVS out of the JV.

ViiV is a star performer and that should continue for a multi year timeframe.

Shingrix and Brexsero in vaccines look positive.


Reserve the right to be wrong following the next Q update!.

[apad] 20/4/2017 17:16

Indeed!

Drug blockbusters are so yesterday.



apad

[essentialinvestor] 20/4/2017 16:48

Congrats Mr.

I remember Zantac going off patent, their pre Advair era blockbuster.

[apad] 20/4/2017 16:42

Ta EI.
I sort of view GSK as a bank in which to park spare cash at the right time in the market.
I now have a small holding at 720p net cost.
The tintins will unleash a storm about Advair I believe.

Portfolio back at an all-time high so I am more content.

apad

[essentialinvestor] 20/4/2017 16:15

red, bought 900 CNA shares, last of the big traders eh.

Took just under £4,660 profit from LLOY, that was a slightly larger position!.

Have to admit getting lucky on the snap GE call, as within hrs the overseas
earners started to sell off and UK domestic stocks got some support,
was watching SKY news live and kept adding LLOY on the news, thought GBP would bounce
and support the share price

GSK, have quite a few now and it keeps falling, oh my.

APAD, you mentioned selling, well done, I sold at over 1636, but started buying back too soon.

[redartbmud] 20/4/2017 15:16

Centrica coming down towards buying territory.

Hats off to EI.

red

[essentialinvestor] 20/4/2017 14:10

Have been known to wear a trilby ).

[redartbmud] 20/4/2017 14:08

EI

I have at least 7 hats that I can chip in as well.
With salt and pepper?

red

[essentialinvestor] 20/4/2017 14:04

Red, just added 400 SKG, will eat my hat if you can't sell yours at a
profit over the next few months, Unless we are going in to a new equity bear market.

Just my view!.

[redartbmud] 20/4/2017 13:58

Play it again Sam.

red

[melton john] 20/4/2017 13:19

If you decide to put some physical gold in your portfolio, remember where you put it.


Maybe tell someone else too.

[apad] 20/4/2017 12:48

It's worth reflecting on the speed with which the Crude Oil Index snapped back after Trumpy's warmongering. Combined with the £'s strength post the the election call and the context could be different for a while. I can't see loads of capital investment by big oil anytime soon. My two equilibrium model seems to be a solid model.
The likes of NTQ might recover earlier than the general support companies because of their special niche.

apad

[petersinthemarket] 20/4/2017 11:36

Another very tough day for EMH - I was up 73%, but as of today only 20% - recent news seems to have really rattled the mkt. But still, I think the longer term story is still intact so I will grin and bear it for a while longer yet. After all, paper profit is the markets money, not mine.

Excellent news this morning from TRI - I love it when directors use words like ''exceed'' in their reports.
pete

[essentialinvestor] 20/4/2017 11:33

Bought back some LLOY sold earlier.

[petersinthemarket] 20/4/2017 11:31

>A - 9871 - Tough deal with the steroids - As for banging on, please continue anytime, I enjoy reading about coherent investment strategies in a bit more depth - Regarding top slicing, I don't have a settled view but I would not sleep at night with the individual multipliers on some of your holdings. I hold very few stocks for longer than months or a year or so. I top slice a single stock when it gets grossly out of proportion with the rest of the pf and I put the capital either into another new risk or spread it more or less evenly among my other rising holdings to keep balance. Like you, I am only using capital not needed for anything else and the growing bottom line simply gives me an intellectual satisfaction even if I have no idea why I am building a large cash pile I don't need at my age. pete