Venture Life Share Discussion Threads

[al101uk] 28/3/2018 15:59

I find this aspirational rather than practical, but...

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"Our favorite holding period is forever."
How long should you hold a stock? Buffett says if you don't feel comfortable owning a stock for 10 years, you shouldn't own it for 10 minutes. Even during the period he called the "Financial Pearl Harbor," Buffett loyally held on to the bulk of his portfolio.
Unless a company has suffered a sea change in prospects, such as impossible labor problems or product obsolescence, a long holding period will keep an investor from acting too human."

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If it's good enough for Buffett, I'm not arguing with someone else who can implement the same strategy, a skill which for the most part eludes me. I'm fascinated by how it will turn out longer term... does it take a Warren Buffett to make consistent returns this way or can a mere mortal like APAD achieve similar results on a smaller scale.

No offence APAD ;-)

[toptrump1] 28/3/2018 15:45

APAD loves himself, buys shares that have risen a lot, falls in love with his shares and therefore fails to see the bigger picture and doesn't understand value, eg BOO which has had its day, is in a crowded sector and overvalued. he will watch all his profit disappear
Hydrus sees opportunity and gets in at a low price. I made money from his tip on ZOO
Big7 has a knack for reading sectors and the market generally, e.g. excellent calls on oil and commodity shares and recent PNN was spot on. I made money following him in IQE

[hydrus] 28/3/2018 15:05

Totally agree Big. APAD's openness is admirable. Carry on. Of course it's much easier to shoot people down from from the sidelines rather than joining in.

[apad] 28/3/2018 13:46

Bamboo2.
DOTD
Am starting to get an inkling!
What exactly will you be looking for on 3rd April?
Your visualisation hi-lites the dip very well indeed.
My MACD identified 21 March as the turnaround.
apad

[discodave4] 28/3/2018 13:29

APADNo probs.Will not be viewing or posting again as its pointless. No offence but gain nothing from your constant (daily) updates and running commentary on how your personal PF is doing. Have suggested before that you open your own thread all to no avail.Have a lot of respect for you and want to learn from others more experienced but finding it's the same old same old. The thread title should change to APADS Diary.Its a very select few posting on here and I can understand why new contributors are few and far between.Happy investing all and may bump into some on specific share threads.DD

[apad] 28/3/2018 13:14

Share Diary
"You can observe a lot by watching"
28/3/18
GSK taken over Novartis half of joint venture (cancer drugs) and considering selling Horlicks. Didn’t know it owned Horlicks.
Could herald a change in market sentiment.
It’s 17% below my sale price!
CRDA is 47% above my sale price!

Tracsis: sound interims.
“North America remains our principal focus whilst continuing to work in other geographies as and when opportunities arise. We were pleased to secure a further order in North America for our Remote Condition Monitoring technology from a key client. We are confident of further sales to this client in the future and our sales team continues to target other operators in North America, though current progress remains slow. We continue to work with our existing clients in Sweden, Ireland and New Zealand, and have recently secured further work in New Zealand.”
17% increase in divi.
Could buy back in?

PTSG could be a BTFD opportunity. However, adding to FFX ahead of results is still favourite.

HLMA weak, post in-line trading statement. Might be worth increasing ahead of 12 June FY results.

Accesso Olympic contract: great free publicity!

BOO Shorts:
Fund % short Date changed
Canada Pension Plan Investment Board
0.76%
21 Mar 2018
Canada Pension Plan Investment Board
0.63%
19 Mar 2018
Canada Pension Plan Investment Board
0.50%
14 Mar 2018

apad😎

[hydrus] 28/3/2018 09:19

Bamboo - that does make sense as to why the share price has been a bit behind the business over last few months.

[bamboo2] 28/3/2018 08:28

BUR, some of the II's with large holdings have been reducing for some time now. It's quite possible that the increases in share price will spur them on.

[apad] 28/3/2018 08:18

Saw the light on ACSO a while ago, j, - now I'm just jealous.
apad😊

[janeann] 28/3/2018 07:46

accesso Technology Group plc (AIM: ACSO), the premier technology solutions provider to leisure, entertainment, cultural and hospitality markets, is partnering with the 2018 Special Olympics USA Games to provide a fully integrated ticketing platform for this year's Opening Ceremony

[janeann] 27/3/2018 21:15

bur - that 12.00 was optimistic attrader - well below the recent placing. But if its any consolation I missed the dip and didn't buy any back - had planned to at a pound more than you!!!

Varied contributions and decent discussion make this thread ... and apad has started to like stocks owned by others; arc for one. He'll see the light re acso before long, but then it will be £40 per share (I hope)

[redartbmud] 27/3/2018 20:09

pete

It is not intended to be so.
Personally, I only hold a very few of the stocks discussed. It doesn't stop me from commenting on them, where appropriate, or to bore them with the stocks that I am holding. I am not doing too well with them at present.
Please post away. I need all the help that I can get:-)

Desperate from Dundee.

red

[bamboo2] 27/3/2018 19:45

Re 17654. DOTD

The recent turn is a really good example of the power of trendline apexes in predicting likely trend changes. It is almost always the case that the turn has more importance than a chart pattern target price.
Next potential turn 3/4/2018

[hydrus] 27/3/2018 19:27

Shame, I like the varied contributions. It wouldn't be worth reading it otherwise.

[petersinthemarket] 27/3/2018 19:19

>>DD4 - You are spot on - this thread has become a very small and cozy club. Not much point in trying to contribute. pete

[hydrus] 27/3/2018 19:09

Taken a little bit of TUNE off the table. It's gone from being quite cheap to a little pricey now, albeit probably not that pricey for this market. Amazing recent run.Will continue to hold bulk of it though and ride out any dips. An interesting company.

[hydrus] 27/3/2018 19:04

Attrader - good to see BUR regaining some ground. I am terrible at short term price predictions so no idea what the next few weeks will hold but I'm relatively confident in a year or two time it will be a lot higher. It looks cheap to me.

[apad] 27/3/2018 18:58

Apologies, Dave.
apad

[redartbmud] 27/3/2018 18:54

Fashion is very fickle.
I can remember when Jacques Vert was all the rage, but it didn't last too long. Fast moving, trendy and only as good as the current season.

Just sayin' Caveat Emptor.

red

[discodave4] 27/3/2018 18:54

APADWhatever....you constantly slagged off FREE.Sorry but this thread just seems to be a means for you to constantly pump your own PF and dismiss anybody else's thoughts on what actually may be a VLG.Hence I don't feel the point in contributing lately.DD

[apad] 27/3/2018 17:48

Winser woman was impressive. If it floats, I think I'd be up for it.

apad😊

[apad] 27/3/2018 17:31

"Swedish fashion retailer Hennes & Mauritz AB said it’s increasing markdowns this quarter after accumulating a record pile of unsold garments worth more than $4 billion.

Operating profit fell 62 percent to the lowest level in more than a decade as clearance sales failed to reduce quantities of T-shirts and jeans that customers had passed over. The stock slumped to the lowest level since 2005."

[apad] 27/3/2018 16:46

Listening to Carol Kane again (Evan Davies, The Bottom Line, Fast Fashion - downloadable)
£10billion H&M then, BOO 200million then £1.7billion now, Winser London.

Excellent debate.

Social media causes young girls to buy more clothes "because everyone has seen me in it"!

apad😎

[attrader] 27/3/2018 16:33

BUR going back up :( was hoping for a topup around 1200 - sums up my trading skills :)