Wpp Share Discussion Threads

[gateside] 07/6/2017 22:30

EI - yeah I enjoy reading that bb, many good conversations. May start just posting there, as Pat is no longer posting here.

[essentialinvestor] 07/6/2017 12:29

KGF down sharply over the last week, have bought a very small amount,
however not high conviction by any means, it had reached my buy price.

[essentialinvestor] 06/6/2017 12:21

Some of the UK focussed stocks beginning to be hit.

[essentialinvestor] 05/6/2017 23:27

Made a similar point on the SHA board, a landslide would be unhealthy.

Have £650 on a Tory overall majority, and admit thought that was in the bag
at one stage.

Most of the final polls will be published tomorrow and Weds, Mori usually
release their last poll on Thursday morning, then eyes down for the exit polls
at 10.00pm.

[gateside] 05/6/2017 22:57

If we have to have the Tories, I don't want them to get a landslide. That is why I feel Labour have done well and the Lib Dems have been squeezed. Think people were horrified when they say the Tories with a 24% lead in the polls a few week ago, hence the swing to Labour. Also as May have been avoiding the public wherever she can. Hardly a good trait!If Labour can mobilise the youth vote then it could be very close.

[essentialinvestor] 05/6/2017 18:42

Well I added a few LAND and BLND this morning, might be unwise.
LLOY did not quite get to my next buy level.

Gateside, what concerns me is this long list of LAB promises is
proving popular, abolishing tuition fees resonates with many younger people
and some families with kids. On Friday it was a VAT cut proposal, today it's more affordable housing..

[gateside] 05/6/2017 13:53

EI... Think the Tories will get a majority. Not my preferred wish, but will be good for the Markets.

[essentialinvestor] 05/6/2017 10:35

Some of my UK domestic holdings will be hit badly on any loss of a Tory
overall majority - LLOY, LAND, BLAND, GPOR.

I also trade the above. On LLOY as an example would expect the share price near 60(or below)
on a LAB minority government.

[gateside] 03/6/2017 19:48

Portfolio is +5.05%

[nasdaqpat] 02/6/2017 17:34

The calendar year performance table is shown below :-

FTSE250~~~~~+11.75%~~(18077:20003 + 01.10% Dividend Yield)
Voldemort~~~+09.16%~~(Ghost Portfolio Up another 0.54%)
FTSE AS~~~~~+08.06%~~(3873:4129 + 01.45% Dividend Yield)
FTSE100~~~~~+07.22%~~(7143:7548 + 01.55% Dividend Yield)
Gateside~~~~+05.05%~~(Underperfomed on week due to weak Resources/Utilities)
Videans~~~~~+03.59%~~(Individual companies in SIPPs underperformed)

Decided to sell off most of our companies today as they were starting to underperform and market wide top may be close if not already in. If Tories get a majority then FTSE may peak on Fri 9 Jun but today's 7599 could equally be top of Segment/Phase especially if there is a hung parliament which now looks quite likely.

Apart from the FTSE100 short tracker XUKS, which was actually slightly ahead on the week for us, we are now just holding 15 individual companies (BARC, BRCI, BVC, CCC, ITV, JMAT, KGF, LLOY, RTHM, SBRY, SGLN, SHP, SPT, TNI & TRD). Our overall stock level has declined to 29.4% (including 13.8% on the short side) from 39.8% at the start of the week. Our net Long position, therefore, is currently just 1.8% of portfolio with 70.6% in Cash.

[essentialinvestor] 02/6/2017 11:12

Crude selling off very sharply again.

[gateside] 01/6/2017 19:22

May has had a dreadful campaign.

[gateside] 01/6/2017 19:21

Tories loosing majority could really dent the pound, which would boost my portfolio.

[essentialinvestor] 01/6/2017 19:03

Some of the domestic UK stocks are beginning to catch some nerves with
polls continuing to tighten, ITV, BT.A today as examples.

[gateside] 01/6/2017 18:39

Special dividend due from NG. tomorrow

[gateside] 01/6/2017 07:45

Good results from JMATOnwards and upwards

[essentialinvestor] 31/5/2017 22:54

Not so much in odds terms at 4/1 atm, that has shortened though.


Tory overall majority is at 1/5 with most, it was 1/9 last week, 1/16 two weeks ago,
so there has been movement.

Hills offering 2/9 on a conservative majority looks the best current price.

[gateside] 31/5/2017 22:47

From looking at the polls, the proposition of a hung parliament is becoming ever closer.

[gateside] 31/5/2017 21:42

Interesting leaders debate on TV tonight. Not sure though any party came out tops though.

[essentialinvestor] 31/5/2017 14:47

I have a bet on the result which admittedly thought was in the bag,
a little less sure now, although would still be shocked at no overall majority.

[gateside] 31/5/2017 13:03

Yes that you gov poll has come out of the blue.Could have a big effect on the markets if turns out to be correct.

[essentialinvestor] 31/5/2017 11:19

Might be worth giving some consideration to a no overall majority
following the Times YG poll, still find that exceptionally difficult to see.

[essentialinvestor] 31/5/2017 09:10

Sold a few BLND.