Venture Life Share Discussion Threads

[apad] 21/4/2017 15:25

Big
They are shares I have already bought and are still possibles for increasing.
I might buy an initial holding and change my mind.
apad

[redartbmud] 21/4/2017 13:59

Big

A very valid point. I can remember back to the days of the Dot Com boom. Companies with valuations of $billions that consisted on a nerd in a bedroom or garage, virtually zero sales and profit was a dirty word.
BT was valued at c£15 per share and a PE multiple heading towards 100 or so. The tintins were forecasting a much higher valuation!
The bubble burst and there was blood everywhere. The clever money got out ahead of the collapse.

There are always sectors and individual stocks that have those runaway moments.
If you are in on the ground floor, there are good profits to be had.
The old adage of "Sell half on a double" is a good insurance policy. The riskier the investment, the more sensible it is to take the initial stake off the table.

On the other hand, there are quality businesses that will continue to grow on a stellar year on year pathway.

The key is to each situation.

red

[big7ime] 21/4/2017 13:08

That's what I like about it too

Wouldn't touch Fevr though, it's now valued at nearly 2bn! Crazy
We are in silly times again with many stocks on sky high valuations
Money's flooded into risk shares this past 18mths with no whiff of any mkt collapse which is why I'm thinking its Heading for a crunch this yr.

[modform] 21/4/2017 12:02

So dacian you bought back into ECSC, still continuing and a quiet BB

[redartbmud] 21/4/2017 11:08

Big
A period in my life when I didn't have sufficient time to manage my portfolio properly, so I laid it off to a 'professional'. It came at a big cost and modest return.

red

[big7ime] 21/4/2017 10:57

Red, what do you mean by allowing your portfolio?

[big7ime] 21/4/2017 10:56

Your post 9935 states "possibles"
From that can I take it you haven't invested in those yet, your last post confuses me unless you trade

[petersinthemarket] 21/4/2017 10:49

a few of those at the top of the list would be interesting A.

[apad] 21/4/2017 10:46

They are all showing good profits for me, Big.
Some have accelerated away from me - only had chance to buy FARN twice before the afterburners lit.
I do not have general rules based on share price or balance sheet accounting for choosing shares.
I use the time waiting for a dip to learn more about the company's business if they are on my 'increase' list.

Surprisingly good precis of 50 AIM shares in the IC. Another 50 next week.

apad

[redartbmud] 21/4/2017 10:41

big

I agree with APAD. Allowing my portfolio, for a time, did nothing for my wealth but generated a lot of commission and fees.

My foreign shares/funds have done well in recent times.

Spx is always ahead of the curve, as is Rsw.

red

[essentialinvestor] 21/4/2017 10:32

Added back a few LLOY at 63.94.

UKX looks like it's starting to struggle around the levels, may change later.

[big7ime] 21/4/2017 10:22

I have foreign funds but wouldn't go for them now, theyve done very well because of the pound falling but I think it will recover.

They are all stocks that have already risen a lot, is that your general rule
I quite like NTQ

[apad] 21/4/2017 10:03

Don't pay anyone else to manage my money, Big.
Although, I can see the sense in my pal's buying foreign funds to insulate his pension from the £.

FWIW
My buy-in-stages policy has PTSG/FARN/RWS/NTQ/FFX as possibles.

apad

[big7ime] 21/4/2017 09:32

Any thoughts on BUR? Too late?

[essentialinvestor] 21/4/2017 09:26

Added a few more DGE below 21.90, it's not cheap, hoping for lower.

[apad] 21/4/2017 09:25

SPX keeps throwing out cash and consolidating the shares, Big.
Makes it a pain to follow.

26-for-27 consolidation. The ex-entitlement date is expected to be 3rd May 2013

Consolidated 27 for 28 15 June 2015.

Marlow is the jewel in the crown - the insurance policy.

Good price at end of Feb. Look for a period of consolidation.

apad

[big7ime] 21/4/2017 09:21

I like to find stocks on the turn, AMER looks good right now
Change in fortune, sentiment, chart trend bowl and breakout, prospects, quality of management all stacking up
Also wary of mkt correction so do like good divi stocks at present too

Does anyone have a list of cos with recent and continuing big increases in divis

[big7ime] 21/4/2017 09:15

Red I have always watched SPX but never had the nerve to buy it, if I did now it would prob be the end, Atb

[janeann] 21/4/2017 09:09

nor even 326 apad. Mind that would be one hell of a dip! ACSO showing strength in recent days as is arc.

[redartbmud] 21/4/2017 08:56

PPS - Bree

Getting a push from Investors Chronicle today. One of the Tips of the Week.

Hey ho...


red

[apad] 21/4/2017 08:56

ps
A limit order on RSW at 280 or so should not cause you any problems, J :-)

[redartbmud] 21/4/2017 08:54

Big

Ps. Still in therapy for not buying Bree @ 14p. I waited until 40.5p and 42.03p.
My mentor has the common sense not to remind me when we meet up every now and then.

red

[redartbmud] 21/4/2017 08:48

Big

Maybe it is a sign of the times. Most of my portfolio consists of the bog standard
Gsk, Lloy, Ng, Tw, Bdev, Smp, RdsA/B, Bt, Vod, Ror, Rsw, Spx, Vod and many many more.
Balanced and rolling along. They are where they are and for years I have played with the likes of Clln ans Sse, where I have built positions that are really much too big, but my cost price is very modest.
My small holdings in commodity stocks performance has been atrocious, with little prospect of improvement anytime soon.
There is just a very tiny part where I play. Any fund manager will advise holding a few small caps within a balanced portfolio. A few years ago, those stocks would have been Rsw, Spx and Ror. Apart from Ror, which is suffering from the O&G malaise, they have become the beautiful swans within my portfolio. They are on my mantelpiece and I look at them with awe every day. They go from strength to strength.
It is finding the next generation of such shares keeps me going. The Merc, Ltg, Rws and Vnl holdings have been researched to death. I believe that they have the potential to join my thoroughbreds. At my age, I hope to live long enough to see that day.

You don't have to agree and you are welcome to put your viewpoint at any time. All suggestions are gratefully received.

red

[essentialinvestor] 21/4/2017 08:45

I don't mention many stocks here, but may like the unloved
more than most.

APAD makes incredible returns, way beyond anything I could hope to match,
so you hopefully play to your strengths.


CNA, would expect a bounce near £2, if it cuts through that then not looking too
clever IMV.