Wpp Share Discussion Threads

[geardown107] 27/8/2020 19:17

Great post, informative and perhaps at odds with the complete city.

[ygor705] 27/8/2020 19:14

I think that the numbers here are reasonable given that advertising budgets are always the first thing that get cut when the going gets tough. The dividend restoration will also be favourably received by the market as a sign of confidence in the future. WPP was perhaps fortunate that Covid hit when it was in the early stages of a large Corporate restructuring/reorganisation. It means that the competition probably hasn't had the time to take advantage of any weaknesses that might have opened up in the WPP product offering. Other advertising companies with less fat on their backs may not have fared so well!

[discodave45] 27/8/2020 16:47

Yep plus debt reduction

[nortic 007] 27/8/2020 16:29

I really wasn't expecting this today and especially in a week market....long may it continue!!

[gabsterx] 27/8/2020 12:35

Dividend restored but has been cut by 56% due to the profits having been slaughtered, hopefully they will grow it back gradually to previous levels.

[paulisi] 27/8/2020 10:32

I saw it as positive for the following reasons:Cost saving on trackRevenues down, but better than expectedDividend issued

[nortic 007] 27/8/2020 10:00

Couldn't agree more.I've loaded up here so happy days...... hopefully!!!

[discodave45] 27/8/2020 09:47

Better than expected........a new world post C19 generating advertising/marketing growth IMO.

[nortic 007] 27/8/2020 08:14

Pleasantly surprised they're up in a market where stocks are easily bashed !!

[ygor705] 25/8/2020 11:30

Interims out on Thursday. It will be interesting to see if WPP are happier about life than Martin Sorrell appears to be!

[thewheeliedealer] 21/7/2020 22:23

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers WPP and the prospects for the Marketing sector. Peter C3 actually interviewed Sir Martin Sorrell at a recent Investor Show. We also chatted about loads of other Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 27) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[thewheeliedealer] 21/7/2020 22:23

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers WPP and the prospects for the Marketing sector. Peter C3 actually interviewed Sir Martin Sorrell at a recent Investor Show. We also chatted about loads of other Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 27) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[gabsterx] 08/7/2020 17:02

Seems like a downgrade to 'sell' by credit suisse adding more doom and gloom to the ad industry. Very undervalued IMO even when factoring in negative gorwth.

[justin1117] 08/7/2020 15:39

Was thinking the same

[gabsterx] 08/7/2020 14:19

Any reason for the steep drop today?

[plat hunter] 06/5/2020 14:47

Nothing wrong with buy and hold for certain stocks... Probably not to clever to apply the strategy to cyclical business's though.

[32campomar] 05/5/2020 15:46

It's a very good point and a lesson for all of us. I don't think buy & hold is viable anymore for any share. Trailing stop loss is so important it's saved me from a lot of pain.

[porsche1945] 05/5/2020 10:54

What a pile of shxx investment this has been, why oh why didn’t I take my profits at 13 quid. I was 11k up. Declining business model and ruined for the last few years by sorrel using it as a piggy bank and ego boost. Wpp is like most of the shxxe on the ftse 350 and aim and brexit basket case U.K. in general , uninvestable. Just hope someone comes in at 9 quid a share for a takeover to asset strip it. Worth more in bits. I need to just stick to investing in the s and p and dax and Asia. U.K. investments never fail to disappoint.

[plat hunter] 29/4/2020 13:38

Just in time for the FED to obliterate the green back with inflation.

[careful] 29/4/2020 09:24

Imagine the opportunities for advertisers and marketeers after the virus problem eases.

Cruise liners will convince you that you will only be safe from pandemics when on board their new, sanitised, clean air conditioned ships.
All presented by a stunning super model in a nurses uniform wearing a mask and little else.

Pubs and restaurants similar, by the time the advertisers have finished brainwashing us we will be too scared to go back into our own homes.
Airlines also.

WPP will be busy building up demand after this lot is over.

[ygor705] 29/4/2020 09:09

Difficult to do anything other than use traditional yardsticks when looking at WPP at the moment ie recession = trouble. This morning's announcement was interesting in that I was less impressed with what it said than the way it was put together. Its style came over to me in very military terms and in the current situation that gets a tick from me.