sueneave9
18 Dec 2018
Market discussion SP surprisingly strong today - was expecting it to follow the dire High Street reaction to Asos’ etc bad results and profits warning.
sueneave9
06 Nov 2018
Market discussion It crazes me when you read one report - this one online BBC news “Primark blames weather for sliding sales†then on the News from ii “ABF continues to impress with the resilience of fashion chain Primark†The SP is up so the latter must be the more important - Annoying though!
MartinDrew
25 Sep 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) I was in an upmarket supermarket in Westmount, Montreal last Thursday and there was a big display of FeverTree products, not just in the aisle where they sell drinks but right in the centre of the shop so they must have a pretty effective marketing operation in Canada. Having said that there is a heck of a lot of growth built into the share price which looks more like what you get from a Silicon Valley start up than a soft drinks business, albeit a premium one. Still undecided if I’ll buy or not.
younginvestor95
29 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) do you mean you have bought international shares? because if so that is possibly the worst thing you could do at the moment with the pound being so poor and likely to continue a downward trend till years after brexit? if im thinking right? also with retail, many are right in thinking retail is down with spending for high street shops down a lot and showing in previous results (e.g. next, new look etc) however of the majority of these companies, primark was able to keep its results welcoming at the high street side of things, and boohoo was a major bonus for online, with online sales up. Even though brokers are now predicting an under perform prediction with boohoo i believe myself that we will see very good upside, especially with the long uk summer and continued international growth. we will have to wait till September to find out but i think very good things will happen, and growth will continue with the company. as for holding uk shares, i do agree in the fact of lowering assets in the UK market, and i believe people will continue to do this until there is more certainty around brexit best wishes, YI
archer
25 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) With the possibility of a Brexit “no-deal†a distint possibility, I have placed almost all my investments outside the UK. Hopefuly the Government can work out a good deal and I will revise that position. However, until that happens, personally I cannot afford the short-medium impacy of a no-deal on UK shares prices. I have posititions in BABA and NVDA: I like companies that dominate their particular sector AND have considerable room for future growth. I did have shares in FB but sold as I am concerned that they might be bogged down with all the ongoing investigations with regard data in EU, USA, India and Austrailia. Otherwise, they fit my bill. PLUS500 is particulaly attractive at the moment, shorttracker dot co dot uk shows that 4.8% of their capital has been shorted by hedge funds (if I am reading this correctly). The recent attack on the share price may be over done. I hope so!
archer5705
25 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) With the possibility of a Brexit “no-deal†a distint possibility, I have placed almost all my investments outside the UK. Hopefuly the Government can work out a good deal and I will revise that position. However, until that happens, personally I cannot afford the short-medium impacy of a no-deal on UK shares prices. I have posititions in BABA and NVDA: I like companies that dominate their particular sector AND have considerable room for future growth. I did have shares in FB but sold as I am concerned that they might be bogged down with all the ongoing investigations with regard data in EU, USA, India and Austrailia. Otherwise, they fit my bill. PLUS500 is particulaly attractive at the moment, shorttracker dot co dot uk shows that 4.8% of their capital has been shorted by hedge funds (if I am reading this correctly). The recent attack on the share price may be over done. I hope so!
beza
23 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) …and I forgot to mention Pets at Home… A fair bit of director buying after a couple of years of share price decline Regards
beza
23 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) De La Rue and Robinsons??? Have a look and tell me what you think - I’d be interested to hear your views I held Prem (wish I’d kept (!) and I’m considering ABF
sueneave9
22 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) I bought ABF 2 years ago and I’m almost 10% down - The high street is a worry at the moment even though Primark is holding its own.
barrymid99
22 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) Only one I can comment on on is Boohoo and another poster pointed out me the threat of extra VAT on on line goods
stephen_jervis
17 Aug 2018
My Top Targets - Opinion Please (PLUS, PMO, BOO, ABF, FEVR, BABA, FB, NVDA) Hi all, My top targets that I am contemplating buying are as follows, are there any you would remove or swap out for another company? Based on my valuation of the company combined with broker forecasts I rate as follows; Plus500 - 39% Upside Premier Oil - 39% Upside Boohoo - 22% Upside Alibaba - 22% Upside Associated British Foods - 20% Upside Fevertree Drinks - 20% Upside Nvidea - 20% Upside I welcome any thoughts / suggestions Steve
jkz
20 Jul 2018
High Street For me it’s a very risky business - UK focused, huge exposure to cable which means very Brexit sensitive. Find more statistics at Statista
Uncle_Doug
20 Jul 2018
High Street TX2: Returns are much lower as customers can try on product. Returns are lower because it’s not worth the petrol to go back and change a £2 T shirt. Anyway, did some research Weds evening - normally a quiet time. Primark was packed. The others - NXT, H&M, TopShop and especially M&S were empty. So I think (based on my totally unscientific study) at £24 this is worth a BUY. Good luck all.
sueneave9
09 Jul 2018
Profit This was always one of my reliably profitable shares but find it has crept slowly down and is now in the breakeven slot on my portfolio and heading downwards. I still have misgivings about the High Street.
TX2
28 Jun 2018
High Street Primark could be damaged by lower foot fall on the “high street†however their low cost high turnover non premium branded product offer is not easily replicated by internet sellers or other bricks & mortar retailers;a lot of their product is impulse buy; customers,particularly younger ones, have a few pounds in their pockets and get instant satisfaction!Returns are much lower as customers can try on product. Less competition on the high street for retail space could in longer term bring a saving in rent.Retailing is tough for everybody of course but Primark are well placed…
