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Merry Christmas & New Year thoughts
c brown
Posted: 22 December 2017 17:46:34(UTC)
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Joined: 14/02/2013(UTC)
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Dear All

I wish you all a very Merry Christmas and a Happy, Healthy & Very Prosperous 2018!!

Thank you all very much for your help & the fascinating analysis. Couldn't do it without running it by you all! Thank you City Wire team for all your informative articles

What are thoughts for New Year investments? Met an old friend earlier who pays no attention to News & trades the Dow. He is convinced of a 20% drop!

I sold BRFI when it went to 11% premium & missed buying back at 1.5% now at 3ish again.

Still havent bought into Japan & don't know if I've missed the boat. Was thinking of Jpm as BG too higher premium.

Sold Pac & bought Phi & 8% red now! Grh!

Very happy with Bankers a big newish purchase. Happy with everything else.

What is happening to IQE? Looks to me like shorters?

Will be great to hear everyone's views.

Kind regards





20 users thanked c brown for this post.
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Jeff Liddiard
Posted: 22 December 2017 18:51:21(UTC)
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I too would like to thank everyone for sharing their thoughts and views on various topics throughout the year. Also for sharing the constituents of their own portfolios. Very informative and enjoyable to log on each day. A merry Christmas and a happy and financially successful New Year to you all. Thank you.
18 users thanked Jeff Liddiard for this post.
Mickey on 22/12/2017(UTC), King Lodos on 22/12/2017(UTC), jeffian on 22/12/2017(UTC), Alan Selwood on 22/12/2017(UTC), c brown on 22/12/2017(UTC), Sara G on 22/12/2017(UTC), Chris Dean on 22/12/2017(UTC), dd on 22/12/2017(UTC), Martina on 22/12/2017(UTC), JohnW on 22/12/2017(UTC), Vince. on 22/12/2017(UTC), Keith Hilton on 22/12/2017(UTC), Dian on 23/12/2017(UTC), laang lee on 23/12/2017(UTC), David BB on 23/12/2017(UTC), Chris Howland on 23/12/2017(UTC), andy on 23/12/2017(UTC), what me, worry? on 24/12/2017(UTC)
jeffian
Posted: 22 December 2017 19:26:02(UTC)
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I'm a buy-and-hold stockpicker by nature, so much of the discussion of funds passes me by but I do enjoy reading all the threads and comments and, particularly, would like to say what a pleasant, informative and helpful 'online community' this is compared to others I follow where discussions so often seem to descend into recrimination and personal abuse. Long may it continue and a Happy Christmas and New Year to you all.
26 users thanked jeffian for this post.
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Alan Selwood
Posted: 22 December 2017 20:08:54(UTC)
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And my best wishes too, to all who post on this forum.

Have a good Christmas, and may all enjoy good health, happiness, and financial well-being in 2018. (In that order of importance!)
23 users thanked Alan Selwood for this post.
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Sara G
Posted: 22 December 2017 20:28:34(UTC)
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c brown;54539 wrote:
Dear All

I wish you all a very Merry Christmas and a Happy, Healthy & Very Prosperous 2018!!

Thank you all very much for your help & the fascinating analysis. Couldn't do it without running it by you all! Thank you City Wire team for all your informative articles

What are thoughts for New Year investments? Met an old friend earlier who pays no attention to News & trades the Dow. He is convinced of a 20% drop!

I sold BRFI when it went to 11% premium & missed buying back at 1.5% now at 3ish again.

Still havent bought into Japan & don't know if I've missed the boat. Was thinking of Jpm as BG too higher premium.

Sold Pac & bought Phi & 8% red now! Grh!

Very happy with Bankers a big newish purchase. Happy with everything else.

What is happening to IQE? Looks to me like shorters?

Will be great to hear everyone's views.

Kind regards




Seasons greetings to all from me too and thanks for all the insights and challenges to my own thinking - I learn something new almost every day :)...

As regards IQE I have not researched the company in detail but I note that its fortunes are likely tied to the fortunes of the semiconductor industry, which has itself latterly become linked to the rise of Bitcoin - due to the processing power required to mine coins. With the price of BTC falling by around a third in the last couple of days, this may have had a knock-on effect? If so, it may well be temporary.
13 users thanked Sara G for this post.
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Alan Selwood
Posted: 22 December 2017 20:37:44(UTC)
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Sara,

My own impression was that IQE had had a turnaround in its fortunes before the onslaught of the recent Bitcoin acceleration. Perhaps more a question of what they do, the price at which they could sell the product relative to cost, and what demand there was for it generally.
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JohnW
Posted: 22 December 2017 21:41:39(UTC)
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Seasons greetings to all on here, and thanks for making it such an interesting and non judgmental forum.

Happy New Year to all, John
11 users thanked JohnW for this post.
Vince. on 22/12/2017(UTC), Keith Hilton on 22/12/2017(UTC), King Lodos on 23/12/2017(UTC), Mickey on 23/12/2017(UTC), Dian on 23/12/2017(UTC), c brown on 23/12/2017(UTC), laang lee on 23/12/2017(UTC), Chris Howland on 23/12/2017(UTC), what me, worry? on 24/12/2017(UTC), James Wood on 24/12/2017(UTC), jeffian on 24/12/2017(UTC)
andy mac
Posted: 22 December 2017 22:21:04(UTC)
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Thank you all for all the comments and thoughts
From TP to KL may I wish you all the compliments of the season and a prosperous new year
I am looking forward to hearing the stories of the gamblers and lock outs as bitcoin roller coaster picks up speed



10 users thanked andy mac for this post.
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Nigel G
Posted: 22 December 2017 23:08:33(UTC)
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Merry Christmas and happy New Year to all. Wishing you health, wealth and happiness for 2018 and beyond.

My resolution (again) will be to clear out all the rubbish from my portfolio that I should have dumped years ago. I keep telling myself to steer clear of 'jam tomorrow' stock... until the next one pops up and sings its siren song.
9 users thanked Nigel G for this post.
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sandid3
Posted: 23 December 2017 03:45:25(UTC)
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And a merry cooee to all from a land down under. Well, we seem to have got away with that one; coming up later in the show:
Quote:
Earnings
John Butters, VP, Senior Earnings Analyst
https://insight.factset.com/2017-look-back-2018-predictions
For 2018, the estimated (year-over-year) earnings growth rate for the S&P 500 is 11.1%. If 11.1% is the final growth rate for the year, it will mark the highest annual earnings growth since 2011 (12.7%). It will also mark the first time index has reported double-digit earnings growth since 2011. All 11 sectors are projected to report year-over-year growth in earnings, led by the Energy, Materials, Financials, and Information Technology sectors.

The estimated (year-over-year) revenue growth rate for the S&P 500 for 2018 is 5.4%. If 5.4% is the final growth rate for the year, it will mark the second highest annual revenue growth for the index since 2011 (10.6%), trailing only the expected revenue growth rate for 2017 (6.0%). All 11 sectors are expected to report year-over-year growth in revenues, led by the Information Technology sector.

We'll see.
6 users thanked sandid3 for this post.
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Alan Selwood
Posted: 23 December 2017 10:10:02(UTC)
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Season's Greetings, sandid3!

Keep the sun tan cream ready for those baking Christmas holiday days ahead, tending the barbie by the pool!
("Oh to be Down Under, now that Winter's here!", as Robert Browning might have said if writing now).
6 users thanked Alan Selwood for this post.
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Mickey
Posted: 23 December 2017 10:12:57(UTC)
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Merry Christmas and a Happy New Year to everyone here.
Thank you all for your posts, comments and challenges. Citywire has become a 'several times a day' visit for me and me I am very grateful to everybody for their contributions.

I wish everyone a healthy, happy and successful 2018.
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Dian
Posted: 23 December 2017 10:54:00(UTC)
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Happy Christmas and a prosperous new year to everyone here!

Thank you for all your valuable posts and support this year. In my short period, I really enjoyed this forum. My resolution for 2018 will be making fewer mistakes.
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Chris Dean
Posted: 23 December 2017 11:23:59(UTC)
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Thanks to everyone here for making this forum such a fascinating and prosperous place for me to spend my retirement!!

Wishing you all a very Merry Christmas and a happy and healthy 2018!
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andy
Posted: 23 December 2017 18:02:31(UTC)
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As everyone else has said - Merry Christmas and a Happy and Prosperous New Year.

Am currently doing the six month review and am struggling to find anywhere to recycle profits into. Germany has been my big gains this year - and cant decide whether to let that run. Thoughts appreciated.
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kWIKSAVE
Posted: 24 December 2017 09:42:54(UTC)
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Andy

For "steady eddies" try

First State Global Listed Infrastructure

GAM Star Credit Opportunities

and perhaps an Energy fund not too concentrated in oils.
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Reorganising my Portfolio
Posted: 24 December 2017 11:21:41(UTC)
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A healthy prosperous New year to you all.

With Andrew Marr missing today i listened to Bloomberg,
A business man suggested a 3% growth in AUSTRALIA.2018

Jupiter Asia Income seems to fit the bill being 26.4 invested in AUS.
has a nice mix of Far Eastern equity's and a steady if not massive divi.



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what me, worry?
Posted: 24 December 2017 11:45:41(UTC)
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To echo everyone that said it; thankyou for the year, thankyou for the info and thanks for the thoughts you share.

Have a peaceful christmas and a healthy and prosperous new year

Best wishes to you all.
2 users thanked what me, worry? for this post.
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