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Stocks for 2017
Alan Selwood
Posted: 25 December 2016 09:48:00(UTC)

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As always, Dian! (Only in boom or bust times do all stocks go up or down regardless of individual stock or sector merit and fashion).
CUEBALL
Posted: 26 December 2016 11:28:45(UTC)

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Jon Snow;40795 wrote:
CUEBALL;40779 wrote:
The trials and tribulations of Carillion....

Infrastucture: how we suffer ...will it get better ? certainly not in my lifetime...could that aspect have been alleviated ..yes

"AS WE HAVE GROWN AND AS WE HAVE MET THE NEEDS OF NATIONAL INFRASTRUCTURE, 30 TO 40% OF WORKERS ON CONTRACTS CAN BE FROM EASTERN EUROPE. AND QUITE WHERE THOSE WORKERS WOULD HAVE COME FROM WITHOUT FREEDOM OF MOVEMENT I'M NOT ENTIRELY SURE.IF YOU LOOK BACK OVER THE CENTURIES WHEN WE BUILT THE CANALS THE ROADWAY'S AND THE RAILWAY'S IN VICTORIAN TIMES AND BEFORE THEY WERE RESOURCED FROM OVERSEAS MAINLY FROM IRELAND. SO IT ISN'T A NEW PHENOMENON.IT'S A PHENOMENON IN OUR MIND'S THAT HAS EXISTED FOR A NUMBER OF CENTURIES."

Richard Howson Ceo.

Whilst on holiday this summer ...we got friendly with a charming young couple ..He Russian born she Ukranian ...heavily pregnant with their first child.They spoke about the wonderful place they worked and lived...The generous maternity and childcare support they would receive the fantastic schools and further education.In fact from cradle to grave they waxed about the 'comfort' they felt, particularly in old age...they felt safe,and secure..cared for.

Oh....they were both german citizens..they told of the 'running joke' about how after the war the british insisted that their products were marked 'made in germany' and how we are not so insistent now....

Carillion will not be the only company to have problems no doubt ...how long that rail line/runway etc is going to take god(?) only knows...

So enjoy the misery awhile longer ..ah ...but no...you don't have to make those journey's do you?


Cuey, the care industry, agriculture, construction etc. I'm holding my CLLN.

I don't have to make those journeys either.


...Fiscal NOT Monetary ......little incentive for our German friend's and there's the 'rub'

..That 'can' must be wafer thin by now .....so what ? after all.. In Italy "the restaurants are full"....with pratt's like him threatening a comeback what hope is there for the 'sacrificed'

..Storing a whole lot of trouble? it's already 'warehoused'....










CUEBALL
Posted: 26 December 2016 12:36:03(UTC)

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Snowy...no I dont ...(work for laing O'rourke)...rather sums everything up mate...

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Jon Snow on 26/12/2016(UTC)
Jon Snow
Posted: 26 December 2016 20:51:18(UTC)

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CUEBALL;40809 wrote:
Snowy...no I dont ...(work for laing O'rourke)...rather sums everything up mate...



Jon Snow Posted: 4 months ago

If you really must have some contractors in your portfolio (please don't) then you might consider those with -

1. A major stake in house building (e.g. Galliford Try)

2. A global reach and some diversification (e.g. Vinci)

Contractors are so called because they bid for contracts and the lowest price usually wins. That does not inspire confidence for cash backed profits, no moat and you're only one contract away from (potential) disaster.
1 user thanked Jon Snow for this post.
CUEBALL on 27/12/2016(UTC)
Joe Soap
Posted: 30 December 2016 11:12:23(UTC)

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Might be time to buy some Toshiba soon? (No, I don't mean a laptop or a telly!). Down 42% this week so far.
Dian
Posted: 31 December 2016 04:41:31(UTC)

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Joe Soap;40876 wrote:
Might be time to buy some Toshiba soon? (No, I don't mean a laptop or a telly!). Down 42% this week so far.


Will it be another opportunity?

http://fortune.com/2016/...-power-charges-billions/
Joe Soap
Posted: 31 December 2016 10:15:15(UTC)

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Dian;40888 wrote:
Joe Soap;40876 wrote:
Might be time to buy some Toshiba soon? (No, I don't mean a laptop or a telly!). Down 42% this week so far.


Will it be another opportunity?

http://fortune.com/2016/...-power-charges-billions/

Who knows? It could get worse still for Toshiba. Or maybe it won't?
Dian
Posted: 31 December 2016 11:40:55(UTC)

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Joe Soap;40893 wrote:
Dian;40888 wrote:
Joe Soap;40876 wrote:
Might be time to buy some Toshiba soon? (No, I don't mean a laptop or a telly!). Down 42% this week so far.


Will it be another opportunity?

http://fortune.com/2016/...-power-charges-billions/

Who knows? It could get worse still for Toshiba. Or maybe it won't?


Deutsche Bank AG (USA) (NYSE:DB) was another stock which rewarded investors or traders handsomely (over 50% returns) during past three months.

52 Week Range 11.19 - 23.62
J Thomas
Posted: 31 December 2016 12:19:13(UTC)

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Toshiba could well be worth a punt for investors who think the sell off is overdone, in the manner of Glencore, Deutsche Bank, VW, etc.
However they are quite difficult for private investors to buy, the minimum unit of purchase is 1000 shares, also being listed on the Tokyo stock exchange is problematic as many nominee share platforms do not trade with the Japanese market directly.
Mr Helpful
Posted: 31 December 2016 14:39:36(UTC)

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J Thomas;40899 wrote:
Toshiba could well be worth a punt for investors who think the sell off is overdone, in the manner of Glencore, Deutsche Bank, VW, etc.
However they are quite difficult for private investors to buy, the minimum unit of purchase is 1000 shares, also being listed on the Tokyo stock exchange is problematic as many nominee share platforms do not trade with the Japanese market directly.


Being such a major co, there may well be a US ADR available ?
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J Thomas on 01/01/2017(UTC)
Dian
Posted: 31 December 2016 21:49:14(UTC)

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Mr Helpful;40906 wrote:
J Thomas;40899 wrote:
Toshiba could well be worth a punt for investors who think the sell off is overdone, in the manner of Glencore, Deutsche Bank, VW, etc.
However they are quite difficult for private investors to buy, the minimum unit of purchase is 1000 shares, also being listed on the Tokyo stock exchange is problematic as many nominee share platforms do not trade with the Japanese market directly.


Being such a major co, there may well be a US ADR available ?



Toshiba Corp (USA)(OTCMKTS:TOSYY
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J Thomas on 01/01/2017(UTC)
Joe Soap
Posted: 31 December 2016 21:51:32(UTC)

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Mr Helpful;40906 wrote:
J Thomas;40899 wrote:
Toshiba could well be worth a punt for investors who think the sell off is overdone, in the manner of Glencore, Deutsche Bank, VW, etc.
However they are quite difficult for private investors to buy, the minimum unit of purchase is 1000 shares, also being listed on the Tokyo stock exchange is problematic as many nominee share platforms do not trade with the Japanese market directly.


Being such a major co, there may well be a US ADR available ?

Indeed there is.
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J Thomas on 01/01/2017(UTC)
Dian
Posted: 02 January 2017 22:40:39(UTC)

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Overlooked European stocks gained in the first trading day of 2017. Good omen for overlooked things. Other markets had either mixed results or dropped further. 2017 is a year for overlooked funds, stocks and markets as well.
Jon Snow
Posted: 03 January 2017 01:22:49(UTC)

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Dian,

In the pre-Trump fallow period I'd be more focused on potential US interest rate hikes and what to do to mitigate the effect on my pf.

Dian
Posted: 03 January 2017 03:00:00(UTC)

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Jon

It is good a move to take some actions to mitigate any future interest rate hike.For me interest rate is not a big issue for 2017/18. A type of assets that I am going to keep, how far rates are going to increase and when they are going to peak are the issues.

There are so many ways of mitigating interest rates like buying interest rates futures, selling long term bonds, buying short bonds or high yields bonds and so on. International investors have different options to mitigate interest rates like buying international stocks and bonds and forward contracts and so on. Average investors have never used some of them as banks or others do.

Why Bankers and Insurance Agents Say “Yes” to a Fed Rate hike?

Some think dividend stocks will become less attractive during period of higher rates. Building different type of portfolio to others in the broader market is one option. I would like to keep strong wining assets or stocks in my portfolio.

http://fortune.com/2016/...erve-interest-rates-you/
dyfed
Posted: 03 January 2017 15:22:58(UTC)

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Dian;40992 wrote:
Overlooked European stocks gained in the first trading day of 2017. Good omen for overlooked things. Other markets had either mixed results or dropped further. 2017 is a year for overlooked funds, stocks and markets as well.


My worry about Europe is that the Euro will devalue due to political tensions - think most of my exposure is hedged but keeping a close eye on that which isn't
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Dian on 04/01/2017(UTC)
Dian
Posted: 04 January 2017 03:12:53(UTC)

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dyfed;41006 wrote:
Dian;40992 wrote:
Overlooked European stocks gained in the first trading day of 2017. Good omen for overlooked things. Other markets had either mixed results or dropped further. 2017 is a year for overlooked funds, stocks and markets as well.


My worry about Europe is that the Euro will devalue due to political tensions - think most of my exposure is hedged but keeping a close eye on that which isn't


Europe needs some sort of solidarity to work their single currency system. Countries like Germany should do well. Fundamental research driven asset or stock picker will become winner in markets like today. Currently, I favour mispriced businesses; winners of tomorrow. I am staying away from extremely overvalued assets.
Micawber
Posted: 04 January 2017 07:53:03(UTC)

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Stimulating piece here: http://www.schroders.com...ant-investment-lessons/

I'm not so sure that company dynamics can be ignored, though....
2 users thanked Micawber for this post.
Dian on 04/01/2017(UTC), bill blayney on 04/01/2017(UTC)
S_M
Posted: 04 January 2017 11:00:12(UTC)

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What is going on with Blue Prism, up another 7% today. This reminds me of a stock I used to hold QXL back in the heady tech boom days. QXL is no more I hope that is not an omen!
Micawber
Posted: 04 January 2017 12:02:03(UTC)

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S_M;41031 wrote:
What is going on with Blue Prism, up another 7% today. This reminds me of a stock I used to hold QXL back in the heady tech boom days. QXL is no more I hope that is not an omen!


No fresh news but this item of 22 Dec on the Blue Prism website is of interest, http://blueprism.com/7567 as is the link it gives to the premier league list (of many Blue Prism partners): http://www.horsesforsour...A-Premier-League_121316

The report and accounts for the year to 30 Oct 2016 are in the offing (the preliminary statement was very bullish). But that could see things go either way according to whether the present price reflects more enthusiastic excitement than warranted by the hard facts of accountancy.....
2 users thanked Micawber for this post.
S_M on 04/01/2017(UTC), Dian on 05/01/2017(UTC)
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