Wpp Share Discussion Threads

[nasdaqpat] 09/12/2016 23:44

I've been in and out of CBG for quite a few years now and generally done pretty well. However, I haven't got data for pre-2016 albeit at the start of 2016 I was holding @ 1382p (probably from a Buy around about Aug 2015) and by the beginning of Nov 2016 I had averaged down to 1285p. I then sold all shares @ 1392p from a cash A/C (so that only FTSE100 Trackers be held in cash A/Cs) and re-bought in a SIPP A/C so average now is 1407.7p but holding fairly light.

Prior to the EU Referendum, CBG had been going along well. After the last Bear in
2011, it ended up bottoming @ 586p on 15 Dec 2011. It then rallied to 1503p by Q1
2014, corrected back to 1217p on 18 July 2014 and then moved up to 1707p by H1 2015p. It looked set for another Up Segment, perhaps to 1900p, when it corrected back to 1344p on 24 Aug 2015 but then got nobbled by the move away from domestic focused companies following the Leave vote and the devaluation of the £ against the dollar.

Personally, I think it could be valued @ 1800p+ once sentiment changes.

[gateside] 09/12/2016 21:58

What price did you buy CBG at?

[nasdaqpat] 09/12/2016 20:11

Yes, gateside, probably best waiting until Q1 2017 correction has run its course although I think CBG may sneak past 1477p before the current year is out. I might sell then and also wait for the correction before re-buying...not much point Buying fresh stock now!

[invisage] 09/12/2016 18:43

I have to look it up pat I don't know of the top of my head.I prefer to just hold.

[gateside] 09/12/2016 18:17

CBGOn my watch list. Very solid looking company. Long history. Good profit margin. Need to do more research, but like it a lot. Pity I didn't buy it after the Brexit dip in the summer!

[gateside] 09/12/2016 17:57

14 up, 1 level & 9 down

[gateside] 09/12/2016 17:55

I'll have a look at CBG - yes I like a nice 4+% dividend

[gateside] 09/12/2016 17:54

Will be lower than +19.3%Last week, when I did not have opportunity to report weekly update was very poor, this week has been much better though.

[nasdaqpat] 09/12/2016 16:49

Thanks to SKY T/O approach, our shares moderately outperformed FTSE100 today with 22 Shares Up, 17 Down and 3 Unchanged. The week as a whole was satisfactory with our investments improving 03.08%. That was a moderate under performance against the FTSE100 which was Up 03.31% (6731:6954) but a profits a profit and all that. Overall, our assets were Up 02.10% on the week. The calendar year performance table now stands at :-

Gateside~~~+18.59%~~(On track for a 20%+ year!)
FTSE100~~~~+15.05%~~(6242:6954 + 03.64% Dividend Yield)
FTSE AS~~~~+13.10%~~(3444:3776 + 03.46% Dividend Yield)
Videans~~~~+07.25%~~(Lost ground except against FTSE250!)
FTSE250~~~~+05.79%~~(17205:17733 + 02.72% Dividend Yield)

Generally reduced and banked profits this week so overall stock level reduced to 63.2% from 68.2% at the end of last week.

[nasdaqpat] 09/12/2016 16:07

SKY T/O approach @ 1075p...lovely jubbly...sold half @ 1044.2p.

[nasdaqpat] 09/12/2016 15:56

I'll put it another way :-

What is your average price on SWDA?

[invisage] 09/12/2016 15:41

A very good day so far

[nasdaqpat] 09/12/2016 06:55

CBG is a good solid business and is still pretty cheap. 4% yield might also float your boat.

[gateside] 09/12/2016 06:50

Yes good results from TUIWouldn't mind an extra financial stock in my portfolio. You can see I'm not too keen on STAN but most financial stocks look quite overvalued at present. Any recommendations?

[nasdaqpat] 09/12/2016 01:35

In total, since the 14 Feb low this year @ 2504p, SWDA has so far gone up an impressive 41.93% to peak @ 3554p on 25 Oct. It seems to be front end loaded because it really ought to have moved past 3554p on the back of this American surge but Europe and elsewhere may be holding it back a tad.

Assuming it goes up another 02.00% or so (in line with DOW 20k) from today's close of 3522.5p then you are probably looking at a peak of about 3600p giving a total gain since Feb of c43.77%.

So, if you had say £20,000 invested in SWDA from the outset you would be looking at a holding profit of c£8,754. Surely, you would bank half of that @ c3600p because at that point there is a good chance of a world wide Phase correction of say c(15.00%) which would see the share price drop back to c3060p which would shave about £4,313 off your c£8,754 profit. By selling half you would have saved/earned an extra £2,156 and then you can just re-buy the same shares again much cheaper.

Ergo: Top slicing can make you richer!

[nasdaqpat] 09/12/2016 01:00

SWDA, in particular, will be benefitting from American strength...certainly worth holding until DOW reaches 20K. At that point, maybe you will consider selling half of SWDA (and others) and then re-buying those shares after a suitable correction?

Quite frankly, to do otherwise would be slightly potty...the trick is to accurately estimate the size of the correction e.g. (07.00%), (10.00%) or (15.00%) and re-buy close to the optimum level.

What percentage gain have you made on SWDA anyway?

[invisage] 09/12/2016 00:32

All my trackers well in profit.Including global value fund from vanguard.Not selling any as they go ex div next week.Expecting loads of dividends to flow over the next month.

[nasdaqpat] 09/12/2016 00:26

That's fine, Gateside...we both like TUI though especially after today's results.

[gateside] 08/12/2016 21:48

Reasons I'm not too keen on STAN as an investment

Slowdown in Asian economies, which means the bank will not return to double digit earnings growth for some time. Regulatory costs continue to rise. Significant Indian and Chinese debt. There has been a decline in its income and loan book. Pressure on earnings, coupled with lower revenues as a result of the restructuring.

And there are are no dividends!

[gateside] 08/12/2016 20:01

Don't think STAN is a good investment right now. Much better other financials out there.

[gateside] 08/12/2016 18:22

17 up, 1 level and 6 down

[nasdaqpat] 08/12/2016 18:00

Yes but GSK, SHP & BTG were down!

STAN is in profit for us and is likely to outperform HSBA going forward!

[gateside] 08/12/2016 16:45

But Pharma shares did ok today. AZN was up 2.7%

[nasdaqpat] 08/12/2016 16:44

FTSE100 very disappointing today and, although Trackers did OK, our investments only improved *00.22% which was a slight/moderate under performance to FTSE100 which rose 00.42%. We had 25 Shares Up, 12 Down and 5 Unchanged. Large falls on CPI, ADN & STAN held us back. Overall stock level reduced to 63.7%.

* Edit Slightly better than I thought.

[invisage] 08/12/2016 16:26

A very good day for me despite spreadbetting continuing to sell off.Those trackers really doing well.