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Stocks for 2018
Dian
Posted: 20 January 2018 05:28:53(UTC)
#44

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UK Market

Mr Helpful wrote:
Quote:
BRCI (Commodities Income) continues to climb, while still IMHO remaining fair value.

Thinking about value makes some sense at this point.

Joe Soap wrote:
Quote:
Nobody watching Hurricane Energy (HUR)? Up 50% this year so far. Lots more to come in this multi bagger.

Definitely, multibagger stocks will lead to less worries and will give us great return with minimum risk.

Jim S wrote:
Quote:
Anyone have a view on Toople or know much about it?
Seems like a minnow (2 million mkt cap!), announcement today suggest its growth strategy seems to be working

I also like to follow badly beaten stocks in 2016/17. Lately there had been some interest on it. Was there any major reason for its poor performance?

The USA

It seems still the consumer staple sector, has been benefiting from the uptick in the U.S. economy.Consumer staples index led the USA market last week.

https://www.reuters.com/...r-staples-idUSL8N1PE2QG

Frontier market

It seems different fund managers and investors prefer different destinations.

http://kenyanwallstreet....ntier-markets-watch-2018
John Miskelly
Posted: 10 February 2018 16:55:51(UTC)
#45

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Recently purchased 271 Shell B shares at £25.60, price now sitting at £22.50 each. I'm hoping to hold on to these long term and reinvest the dividends into whatever looks interesting at the time. Shell appear to have a solid track record of dividend payments so this is helping to take a bit of the sting out of seeing the £800+ drop in value!
1 user thanked John Miskelly for this post.
Mickey on 11/02/2018(UTC)
Hilary hames
Posted: 10 February 2018 21:43:54(UTC)
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King Lodos;54643 wrote:
I've got a 'fun money' account I'm trying a new tack with.

– Half the account's in 3x ETFs, following monthly trends, systematic;
– Half's in a handful of quality stocks to buy and hold.

The ETFs this month have been US Financials, Consumer Discretionary and Healthcare.

The first stock pick is Diageo .. Looking to add Johnson & Johnson and Microsoft.


Hoping to find 6x stocks .. Most seem to be looking at annual returns of between 5 and 6% (based on FCF growth) – and similar on PE .. Unilever got a little expensive, but I'd be looking for a point to buy .. I may go for two slightly more off-the-radar stocks


Thank you for sharing with us in another post, which ETFs you hold (or recently held) . What sources do you use please for picking the sectors and individual ETFs?
Keith Hilton
Posted: 10 February 2018 22:04:34(UTC)
#46

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John Miskelly;56909 wrote:
Recently purchased 271 Shell B shares at £25.60, price now sitting at £22.50 each. I'm hoping to hold on to these long term and reinvest the dividends into whatever looks interesting at the time. Shell appear to have a solid track record of dividend payments so this is helping to take a bit of the sting out of seeing the £800+ drop in value!


There's a saying - "Never sell Shell".

I top-sliced at £23.30 and regretted it as the share price rose. Now it's back below where I sold at, so now feeling a bit smug. It's all relative.

To me, Shell appears to be a good income stock today, but I worry about their long term future. Whilst they're trying to diversify away from oil, I'm not sure that they'll be the same quality stock in the future. Are electric car charging points and electricity retail a sound investment?

I think that they're a good income stock for the short to medium term, but longer term it's more uncertain, so be prepared to bale out when things go downhill.
1 user thanked Keith Hilton for this post.
Mickey on 11/02/2018(UTC)
Dian
Posted: 10 February 2018 23:25:52(UTC)
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I still see good potential in value-oriented stocks in Europe, the U.S and abroad. Stocks should be better than bonds and commodities once again in 2018. Attractively valued markets could have more upside potential. Fund managers, money managers and investors are looking for value now.
1 user thanked Dian for this post.
Mickey on 11/02/2018(UTC)
philip gosling
Posted: 21 February 2018 10:26:16(UTC)
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Well I think we will have to go back to glass deposit bottles with supermarkets having containers that give you cash for returned bottles just like happens in many EU Countries now. I used to collect "pop" bottles 60 years ago and make a lot of pocket money and none were left for long discarded anywhere. Individually wrapped fruit and veg will have to go the way of cheap/free plastic bags - just like throughout the EU for 25 years. Either the companies do it out of self interest and PR or the law must make them. I am afraid Coke and Pepsi etc will need to get rid of plastic bottles and Starbucks etc replace throw away cups - everything will need to be re usable - David Attenborough's influence is now greater than Bill gates.
3 users thanked philip gosling for this post.
Keith Hilton on 21/02/2018(UTC), Margaret D on 21/02/2018(UTC), Guest on 21/02/2018(UTC)
Alan Selwood
Posted: 21 February 2018 15:56:47(UTC)
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Every time I go into Walmart's in America, I am horrified by the vast quantities of plastic shopping bags that the staff use when moving goods through the checkout to where the purchaser can stack them into their trolley to take out the the car. So different from UK supermarkets now, and also a few years ago.

At least the dustmen there are starting to use recycling bins as well as general waste bins, so it is possible to reduce that landfill source a bit.
Dian
Posted: 24 February 2018 02:07:16(UTC)
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Anybody into Delta Air Lines, Inc. (DAL), Tate & Lyle plc (TATE.L) and Plus500 Ltd. (PLUS.L)?
sandid3
Posted: 24 February 2018 02:38:54(UTC)
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Quote:
Citywire Money > Newspaper Summaries
Overnight Markets: Dow, S&P surge on energy and industrials
...
But socks ended the session well off their intraday highs as financial and health-care shares slid into negative territory in the afternoon.

Buy suspenders.
2 users thanked sandid3 for this post.
dyfed on 24/02/2018(UTC), Sara G on 24/02/2018(UTC)
kWIKSAVE
Posted: 24 February 2018 09:35:07(UTC)
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For me Shell is a core holding.

Yes it bobs up and down with the crude price.

Oil is a key driver in economies.

Their avowed policy of maintaining the dividend add solidity.
4 users thanked kWIKSAVE for this post.
Sara G on 24/02/2018(UTC), gillyann on 24/02/2018(UTC), dlp6666 on 27/02/2018(UTC), Fell Walker on 03/03/2018(UTC)
Dian
Posted: 03 March 2018 07:11:01(UTC)
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Lookers Pvt Ltd (LOOK) is another share which has some value. It has delivered an ROE of 22.53% over the past 12 months and has forward PE of 6. It may be another winner for 2018.
Tony Peterson
Posted: 03 March 2018 08:26:23(UTC)
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Dian

FTSE 100?

Since when?
Dian
Posted: 03 March 2018 09:36:56(UTC)
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Tony

Sorry I have made a mistake there. It is not a FTSE 100 share. Currently I am following selected stocks like BRBY,ULVR,SMT,NEXT,RTO,MNDI, GSK and CPG.
Tony Peterson
Posted: 03 March 2018 09:43:25(UTC)
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Dian

Not a bad lot to follow in my view. Three of those you follow are ones we hold (Burberry, Rio Tinto, and GSK) are all in bargain territory since yesterday. Fortunately we have some sliceable profits to take advantage of their bargain status on Monday.
Dian
Posted: 24 March 2018 05:12:10(UTC)
#58

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Stocks like NEXT, Centrica, Talktalk Telecom Group, BT Group, Hurricane Energy, Harris, SSE, Boeing and Nike were bucking the trend yesterday.

Tony Peterson
Posted: 24 March 2018 06:48:48(UTC)
#59

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Don't forget GSK (discussed on another thread). It contributed principally to a 10K uplift in our portfolio yesterday in spite of the index drop ( taking it out of buy territory for us and into hold),

BT is, for me a buy too. As is its competitor Vodafone. The telecoms sector is out of favour currently. Which puts them into bargain territory. I bet that Terry Smith wishes he had gone for UK telecoms rather than Facebook.
4 users thanked Tony Peterson for this post.
Dian on 24/03/2018(UTC), neville dwards on 24/03/2018(UTC), Captain Slugwash on 24/03/2018(UTC), Sara G on 24/03/2018(UTC)
neville dwards
Posted: 24 March 2018 08:41:17(UTC)
#61

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Topic: FTSE 100 drops back below 7000 - the lost years? Go to last post
Posted: 22 March 2018 12:29:15
Yes looks like some Bargains around.
may buy into.

ITV. 141-143
VOD. 192
BT 218

very good yields.and looking for the long term ???
even though there many experts say recession on its way before 2020.

anyone buying or is it still too early for dipping your toes in...


Yes i bought £3000 of each above as thought they were a good price.
And is for the long term.
Hopefully ITV may be a takeover sometime in the future as about the only independent one left.
VOD.Long term people will be lost without there mobile.and they say more and more data will be added to mobile phones and will use the 5G.in the future.
BT.yes it dropped with the Italy accounting scandal.but at 218 i though it was a good price.

I might of made a mistake dipping my toes in to early.but don't need the money for 10 yrs or more.and still have 18% of my portfolio left in cash.
Sara G
Posted: 24 March 2018 20:25:45(UTC)
#62

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I'm wondering about Rolls Royce...

- Results positive: significantly increased cash generation > scope for increasing dividends
- Increased emphasis on electrification (battery tech deal recently announced) > long term growth / resistance to disruption?
- Chairman bought shares in December when the price hit 830p - a level of technical resistance according to ShareCast News, and price is heading that way again (860p at the close on Friday)


MoMoney
Posted: 24 March 2018 20:51:26(UTC)
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Bought Vodafone, Imperial Brands and FCSS on Friday. Have a little too much cash so happy to buy the dips.
Bought
Tom Mozy
Posted: 24 March 2018 21:08:24(UTC)
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Tony Peterson;59262 wrote:
Don't forget GSK (discussed on another thread). It contributed principally to a 10K uplift in our portfolio yesterday in spite of the index drop ( taking it out of buy territory for us and into hold),

BT is, for me a buy too. As is its competitor Vodafone. The telecoms sector is out of favour currently. Which puts them into bargain territory. I bet that Terry Smith wishes he had gone for UK telecoms rather than Facebook.



I very much doubt TS wishes he was in uk telecoms. He prefers stocks that can re-invest capital at a high return north of 25%

BT.A has a roce of 7.5%, very poor. It has no use for spare capital so pays it out. It cant grow.
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