Marksman51
03 Jun 2018
Re: OKTA [link] the OKTA chart. The sp went skywards after the recent Facebook problems with their users data being hacked or something like that.May be there’s plenty more upside to come. May be worth investing now; smallish entry amount and see how she goes.I’ll decide tomorrow evening. Obviously I have some cash ready for this.DYOR Dr M
Marksman51
03 Jun 2018
OKTA Just finished my stock screen preparing myself for the week ahead. Nothing caught my eye apart from OKTA Inc, a Nasdaq listed American company with a market cap of $5.7 Billion. I’ll show the chart in my next post, it’s a rising share.Below is what the company does from HL website with my thanks.The way I understand it is this is a Cloud Custom Identity company ie it helps in securing customers data on the internet for all companies who have customers with online operations; basically everyone, hundreds of millions of them. See what you think and please let me know.The psychopath is NOT allowed in this discussion. He’s unsavoury and a parasite. Stay away you antisocial cretiin (misspelt deliberately).Here goes HL:Okta, Inc., is an independent provider of identity for the enterprise. The Company's Okta Identity Cloud platform provides identity management solutions that enable customers to secure their users and connect them to technology and applications. It also connects enterprises to their customers, employees, contractors, and partners. It allows users to access a range of cloud applications, Websites, mobile applications and service from various devices. Its platform is used by information technology (IT) organizations to secure their enterprise and by developers to build customer-facing Websites and applications. Okta Identity Cloud consists of a suite of products to manage and secure identities. It offers a range of products, such as Adaptive Multi-Factor Authentication, Universal Directory, Lifecycle Management products, Single Sign-On, application program interface (API) Access Management and Mobility Management.
Marksman51
03 Jun 2018
America Warning. This post is not about little resources companies. So SKIP now if you wish.Warning. This post is for serious investors who require serious gains. This is not for ITM or PHE holders; you stay away folks, this is not your cuppa. LolRead on
eople who require exposure to American shares can do well by investing in a fund. One such good fund is Baillie Gifford American Class B UT. It has returned 24% so far this 2018 calendar year. Great stuff. Top ten holdings are shown below. Well worth having as part of a diversified portfolio. I’m a happy holder. % Weighting1 NoChange AMAZON.COM INC 9.70%2 NoChange GRUBHUB INC 6.00%3 NoChange NETFLIX INC 5.60%4 NoChange TESLA INC 5.50%5 Riser FACEBOOK INC 4.50%6 Faller MARKETAXESS HLDGS INC 4.50%7 NoChange ABIOMED INC 4.40%8 Faller ALPHABET INC 4.40%9 NoChange ILLUMINA INC 3.90%10 NoChange FIRST REPUBLIC BANK SAN FRANCISCOGood luck to everyone except the psychopath who only deserves bad luck because he’s an unsavoury character, a parasite.Dr M
lebehnon
02 Jun 2018
Re: BUY Goldman Sachs Stage 4 value not... Goldman Sachs - IPOs, Market Volatility and M&AThere’s no question that the financial benefit from rising interest rates, however, IPOs and M&A activity set records in the first quarter of 2018. Increased market volatility bode well for the investment banks as their trading businesses pick up. For 2017, the stock and bond markets were relatively calm and moved steadily up however this path is changing course. Thus far in Q1 of 2018, 45 IPOs have hit the market along with record M&A activity and banks’ advisory and underwriting arms will likely post better than expected results as a result. Bank of America (BAC) has one of the largest deposit bases among all banks and serves as a pure play on rising interest rates. Goldman Sachs (GS) branched out into consumer banking with its Marcus product and will thrive under market volatility and robust environment for investment banking. Recently, Goldman Sachs announced that it’s launching a cryptocurrency features exchange to offer its clients access to the cryptocurrency space where volatility bodes well for the banking giant. It’s noteworthy to highlight that Goldman recently made $200 million in profit in one day as volatility in the markets surged in February.
lebehnon
02 Jun 2018
Re: BUY Goldman Sachs Stage 4 value not... Favorable Backdrop and FinancialsThe latest Federal Reserve meeting indicated that interest rate increases might need to be accelerated while boosting its domestic GDP estimates for 2018 and 2019 alluding to a domestic and global economic expansion. Augmenting this economic backdrop is a record number of IPOs, a record number of global merger and acquisitions, rising interest rates, market volatility, deregulation and tax reform. All of these elements provide an ideal confluence that bodes well for the financial sector. The Goldman Sachs Group Inc. (GS) in particular looks to benefit in unique ways due to the consulting fees regarding mergers and acquisitions, trading around market volatility, launching of its cryptocurrency futures contracts as well as rising interest rates as Goldman Sachs has entered into the commercial banking segment when the bank acquired GE Capital’s savings business in 2016 assuming approximately $16 billion of deposits at the time. JP Morgan (JPM), Citi (C) and Bank of America (BAC) are all poised to benefit from the favorable economic backdrop as well however I feel Goldman is in a unique position to benefit across the board in all business segments. Goldman Sachs is relatively inexpensive based on historical standards after a string of quarterly results that have beat Wall Street’s estimates. Goldman Sachs offers a 1.3% dividend yield that was recently increased and a share buyback program to augment the overall favorable backdrop providing a compelling long-term buy.The Federal Reserve and Rising Interest RatesThe Federal Reserve expects the economy to continue to strengthen and inflation to rise in the near future. The economic strength coupled with inflation provides an environment that’s ripe for rising interest rates. The consensus was perceived as very bullish on the domestic front and that the Federal Reserve will continue on its path of rising interest rates and may even accelerate its pace of rate hikes. “Participants generally saw the news on spending and the labor market over the past few quarters as being consistent with continued above-trend growth and a further strengthening in the labor markets.” Members of the committee debated specific monetary policy language to be used for future statements moving away from “accommodative” to “neutral or restraining.” If the committee moves to the following language, then a major pivot in policy may be underway from supporting growth to attempts to controlling growth. The committee estimates GDP to be at 2.7% in 2018 and 2.4% in 2019 and stated: “tax changes enacted late last year and the recent federal budget agreement, taken together, were expected to provide a significant boost to output over the next few years.” Provided this backdrop of positive economic commentary, financials are poised to benefit as a result.
lebehnon
02 Jun 2018
Re: BUY Goldman Sachs Stage 4 value not ove... Goldman Sachs Is Relatively Cheap with Strong EarningsGoldman Sachs posted quarterly results that are beginning to bear the confluence of a global economic expansion record, number of IPOs, record number of global merger and acquisitions, rising interest rates, market volatility, deregulation and tax reform. Goldman posted its highest quarterly revenue in three years and coming in at $10 billion. Goldman also posted its third highest quarterly EPS of $6.95 along with record revenues in Investment Management and record assets under supervision (Figures 1 and 2). Furthermore, the stock currently trades at ~$238 down from its 52-week high of $275 or 13% from its highs. From a valuation perspective, Goldman Sachs remains relatively cheap on a P/E and PEG basis (Figure 3). Goldman’s P/E ratio is at a multi-year low, and its PEG resides below 1.0 while its book value currently stands at $178 per share
lebehnon
02 Jun 2018
BUY Goldman Sachs Stage 4 value not overbought With strong fundamentals and organic growth prospects, Goldman Sachs (GS - Free Report) appears to be an attractive pick now. In addition, interest rate hikes and improving economy are anticipated to further improve profitability.Analysts seem to be optimistic about the company’s prospects as the stock has been witnessing upward estimate revisions. Over the past 60 days, the Zacks Consensus Estimate for the current year has risen nearly 7.5% to $23.27. Backed by these upward estimate revisions, the company sports a Zacks Rank #1 (Strong Buy).Additionally, Goldman’s shares have rallied 12% over the past year compared with 35.7% growth recorded by the industry.[link]
Marksman51
02 Jun 2018
Re: Nasdaq Technology Shares. I mentioned yesterday that I love Technology shares. They’ve done well recently and done brilliantly over the recent years. If you don’t want to pick individual tech shares then opt for a fund to do it for you. One such type of funds are ETFs, Exchange Traded Funds.In article in link below you can have a look at 5 such ETFs. Have a look if you think it’s worthwhile for you personally.Dr M[link]
Marksman51
02 Jun 2018
Re: America Below are the views of Ed Jackson of iii regarding America, the heading of the post. Ed published this on Friday at 10.50 well before the USA job report publication. Make what you like out of this. I believe the bottom line is America is doing fine. So no worries worldwide. Scaremongers will say something different. I’ll leave them to it.I’m a happy bunny.Dr MUS momentum remains a pillar for the global economy, with firms reporting overall strong Q1 numbers and consumer confidence rising in May. Lower corporate taxes and a tighter labour market also affirm a sense the US will enjoy about 3% economic growth this year.Manifesting against this, the Federal Reserve has gently raised interest rates six times since 2015, helping to squeeze the dollar higher thus potentially hurt exports. In that context, trade tensions with China and Europe - especially their tit-for-tat responses - don't come at a great time. Yet it's hardly rational to get bearish on the US economy which could rebound in H2 as tax cuts conflate with wage growth and profits' momentum.Trying to interpret such conflicts, the US stockmarket has turned down from linear growth to a volatile-sideways trend this year, back to mid-December levels when the corporate tax cuts were announced. Time will tell whether this is early-stage, cyclical downturn before genuine profit warnings appear, or just an overdue wiping away excess froth.
Marksman51
02 Jun 2018
FTSE AIM shares This is a must read article. Plenty of little info about so many of the AIM shares we have owned or still own. You will be amused, delighted, upset, annoyed, happy ...etc regarding the stocks you owned or missed out on.Two pleasing things for me, PLUS and LTG are doing very well in 2018; both are large holdings of mine. And historically FEVR BUR KWS which I’ve held and continue to hold smaller amounts have done well.The funny thing is some little resources companies did well too. Lol.WANdisco did well but has been volatile.And HCM Hutchison Meditech has done badly in 2018 hence my Slater UK Growth Fund which is top heavy in HCM has done badly YTD. All good fun.Good luck to everyone except the psychopath and his accomplices who only deserve bad luck because he’s unsavoury character. He’s a parasite. 
[link]
Marksman51
02 Jun 2018
GAW [link] Games Workshop Group. This is a stock that’s liked by a lot of commentators and tipsters everywhere.I invested in it heavily last year and sold out 7 months ago or so banking a huge profit but I still left 2K in my portfolio to keep my eye in, is as it were. I think our friend here Moonsurfer invested and profited from GAW too.This is a £960 million market cap, with rising revenues and rising profits, dividend yield of 3.3% terrific, PE of 68 but PEG of 0.1 so plenty of growth is expected. EPS growth has been 117% , terrific.It’s Sector is Leisure Goods. GAW designs, manufactures and sells fantasy miniatures and related products. The sp chart in link above suggests a new leg up is in progress ie “rising” share. I like this. Can’t wait for Monday to start topping up.My rating is 4* Strong Buy. Just an opinion, my opinion, not advice.DYOR Good luck to everyone except the psychopath and his accomplices who only deserve bad luck because they are unsavoury characters and are parasites.Dr M
Marksman51
02 Jun 2018
LOOP [link] LoopUp Group. This is a computer software-as-a-service provider of remote meetings usually by email using Microsoft Outlook. This is a £200 million market cap co, with revenues up, sprung to profit last year, PE 74 but PEG is only 0.1 so plenty of growth expected. EPS growth figure is 700 wow.The sp chart in link above looks a classic rising share with an uptrend continuing over 12 months now, the kind of share I love.I traded this share last December but sold because I was impatient. I re purchased in March when it became a “rising” share again and mentioned this in here in this bb already. I bought another tranche lately so I hold two lots at the moment and I’m in decent profit already.I notice someone in here mentioned LOOP on Friday; obviously way behind my curve. It astonishes me how quite a few people are fast asleep in this bb missing opportunities to make money. Please people wake up.My rating is a 3* decent buy. This is just an opinion, my opinion not advice.DYOR Dr M
Marksman51
02 Jun 2018
America Yesterday’s all important USA monthly non farm payroll report was excellent all round.Good figure for new jobs created, good wage growth, unemployment down. All terrific. Will keep the FED conservative and not raise interest rates aggressively.Uncle Sam seems in rude health. This is the most important issue for all stock markets everywhere.There will be few punch ups and niggles here and there every now and then. But all of those will be temporary. Examples include Italy, the potential trade war, North Korea ...etc. Essentially, if America is ok the rest of the world will be ok.What’s in it for me and for you folks? Well, I think the markets will remain ok with no serious hint of a downturn anytime soon. Thus, in all probability, I should be able to continue buying rising shares unhindered. If, however, the markets change I change. As always with me, Horses For Courses.Good luck to everyone except the psychopath and his accomplices who only deserve bad luck because they are unsavoury characters; parasites.Dr M
Marksman51
02 Jun 2018
BOWL [link] is the UKs largest bowling operator. The chart in link above looks fine. The trouble I have here is there isn’t much upside in this stock. A lot of commentators like it. I’m not a buyer, not enough growth prospects for me.DYOR Dr M
loadsadough
02 Jun 2018
Re: VRS looking good Helo penhome. Yes I will keep up the good work. VRS has a lot of gains coming sooner, or later.Loadsadough
