Venture Life Share Discussion Threads

[lauders] 13/5/2018 03:31

For those who follow Warren Buffett and Berkshire Hathaway:



Always worth a watch IMO.

[pireric] 12/5/2018 12:34

Sophos don't compete with Avst as avst are B2C. They make money on paid av and paid other stuff like vpn, cleaner products. very cash generative

[hydrus] 12/5/2018 12:21

I had a quick look at admission document. Looks like they will still have a large amount of debt post IPO. The profit adjustments are confusing to me also.

[janeann] 12/5/2018 12:16

avg - havent looked at the co/ipo doc but wonder how they make their money given they run a free antivirus service; unless large nos of previously free customers sign up for extra chargeable services. and the likes of currys always promote other cos software - such as mcaffee - when selling hardware.

[apad] 12/5/2018 11:41

Sophos a pretty strong competitor, perhaps, bamboo2.
apad

[bamboo2] 12/5/2018 11:15

Panic, I use Halifax sd. They are adequate, but since mifid2, no longer offer derivative based US etf's, which means no index shorts to help protect p/f during general market downturns.

======================================================

AVG ipo'ed this week. I started a thread and would welcome any views.



I feel the same way about this co, as I did about FEVR when they ipo'ed, ie I like the product, and I'd like to buy/trade it. But being a chart led trader, I have very little to go on at the moment!

[apad] 12/5/2018 10:45

A little surprised that BOO didn't react straightaway to the exemplary results, Lauders.
I expect the steady strengthening to continue.
The Canada Pension plan with its 1% short must be smarting - poor dabs.
apad

[lauders] 12/5/2018 04:55

On the bright side BOO have recovered well Apad.

From my side hoping for some decent news from the stalwart HCM soon. I think it is due. FUTR will also be reporting so should be interesting.

Edit: Was checking some info and came across this annual report from the Slater Growth Fund which shows it has holdings in HCM (not new news to me), FUTR and AMER. Did not realize the latter two. See they also hold DOTD.

[thelongandtheshortandthetall] 11/5/2018 23:06

Piedro.
With regards to oil co.s
Even the expert geologists dont know. After all they say where to drill and still they hit dusters. Or perhaps youre right and they do know... theyre simply there to add credence to the CEOs charms as you say.
P.s this stock market is mostly a racket. We should remind ourselves of that more often. :/


Panic. I use the share centre for my isa.
Not one complaint from me in ten years.

Read up about the man who started it. Gavin Oldham. I believe he has established the right culture that one requires from those looking after ones hard earned dosh.

Good luck

[big7ime] 11/5/2018 21:55

The two worst performing sectors of the uk stock mkt of the past 20yrs have been ...

Financial and Technology

That may surprise some

[apad] 11/5/2018 13:36

FWIW I'm pleased with IG.
apad😎

[panic investor] 11/5/2018 13:31

Thx cbootle

[felix99] 11/5/2018 13:30

A J Bell - is the worst one I have found. Cheap but often cant get quotes and they seem to get much worse quotes and in less size than the other platforms when I test it. I actually moved part of a SIPP to AJ bell and have actually transferred it elsewhere it was so bad for my style - which is often trading in small stuff and in fairly decent size.

I am in the process of moving a SIPP to Charles Stanley direct to see what that is like as following the merger of III and TDW have got too much there. Will move more to CS if it is any good once up and running.

The difference in cost between 4.95 and anything up to #15 is really neither here nor there - its all about service, quote sizes and prices imho

[lauders] 11/5/2018 13:29

Better luck than with FARN Apad. I think this will be better for you ;-) You just want more ABC via another route LOL!

[apad] 11/5/2018 12:59

Bought a very small holding in HZD just for fun.

apad

[piedro] 11/5/2018 12:46

My view on exploration stocks

... biotechs, mining, oil & gas exploration

- only 1 in 10 pass Phase I (possible resource)
- only 1 in 10 of those pass Phase II (probable resource)
- only 1 in 10 of those pass Phase III (proven resource)

- only an expert (biochemist, geologist, ...) knows which way those odds are stacked

- the job of the CEO is to sell the "idea"

The fact that FARN wanted to build factories before passing Phase III should have been a red flag as there could even then be further complications

AIMO

[redartbmud] 11/5/2018 12:24

APAD

Agreed, not obtained the book yet.
I suspect that it will be a good read.
I will be disappointed if he doesn't name them.

Farn - Commiserations:-(

red

[apad] 11/5/2018 11:45

Tom Brown very articulate, red.
I would have liked him to name companies. I hope he does in the book - simply because generalities backed by examples (case studies if you like) are much more powerful.

Finished doing the ledger entries for my disastrous FARN decisions - very annoying.

apad😡

[jonut] 11/5/2018 10:53

Sippdealxtra will be no more after this month, AJ Bell are moving clients inhouse to their youinvest SIPP (or other SDX client choice).

[cbootle] 11/5/2018 10:47

I use Charles Stanley Direct. Not the cheapest, but no platform charge if you trade once a month, and free SIPP wrapper for > £30k funds. When I decided which to plump for, Hargreaves Lansdown appeared very expensive (they send loads of marketing once they know you're looking). Since then, heard good things about AJ Bell - but I'm happy so no need to switch.

How do others compare for security of your share holdings in case the broker goes bust? As with PwC taking client account monies to pay for their predicted £100m fees in relation to the Beaufort securities administration - that's the biggest worry for me - by definition, it's my pension to keep me afloat for the next few remaining decades. Here's what CS states on their website:

"The very great majority of the investments that we hold for clients are registered in the name of our nominee company, Rock (Nominees) Limited, which is wholly guaranteed by Charles Stanley & Co. Limited. As with client money, these assets are carefully segregated from the assets of the company, and are subject to regular checking and reconciliation. We hold the investments in trust for you and they remain your property at all times. In the case of Overseas Shareholdings, Unit Trusts and OEICs we may use other specialist custodians where these investments are held in trust on behalf of Charles Stanley clients. Certain overseas countries may not however recognise the concept of trust or nominees. In such cases, therefore, we have to hold clients’ investments directly in the name of Charles Stanley & Co. Limited. We will apply what safeguards we can in these circumstances and, as provided by the rules of the FCA, the FSCS states that the maximum level of compensation for investment claims against firms declared in default on or after 1 January 2010 is £50,000 per person per firm."

[gsbmba99] 11/5/2018 10:01

Panic - it may be worth investigating Jarvis (X-O, Sharedealactive, Sippdealextra). At the AGM, their FD said their SIPP offering was extremely competitive.

[panic investor] 11/5/2018 09:38

Thanks everybody

[panic investor] 11/5/2018 09:35

Thanks jane

[janeann] 11/5/2018 09:22

I use youinvest for most trading; cheap at 4.95 (ifover 10 deals in previous month) and the earlier teething problems of website unavailability seem to have been resolved. good on small caps; due to become a public company in near future