southernstar
16 Jul 2015
IC rate BEG a buy At this price they ought to be OK....good divi and perhaps a hedge against tougher times ?
casabanker
02 May 2015
Re: No Black Swans? I totally agree, MacPithy. If anything, the pressure on interest rates is still down. The Eurozone, Japan and China maybe are issuing QE which, temporarily weakens their currencies and has the effect of exporting deflation. Negative interest rates now exist in Denmark and Switzerland and some German bonds are now negative. The scheduled rise in interest rates in the US is likely to be postponed unless job figures improve and Company earnings hold up. I understand that some zombie companies have shown signs of recovery which may well continue while interest rates stay at current levels. It just depends if the current UK growth rate holds up and continues which is doubtful imo.Casa.
MacPithy
02 May 2015
No Black Swans? So business for Begbies is slowly drying up. Will the dividend be maintained?How much longer can the banks keep supporting those companies that are close to the water line?Any upward movement in interest rates is going to be the start of the bubble bursting but when ?Mortgage interest rates just announced by the COOP Bank are the lowest fixed ever!!Surrealist situation!
casabanker
01 May 2015
Re: Boring share?-profit warning What was that about volatility? BEG continues to under perform despite many zombie companies up the their necks in debt. The one saving grace is that the dividend is not affected yet.Casa.
casabanker
20 Mar 2015
Boring share? BEG may be regarded as a boring share to many. I am happy with my holding here whilever the dividend remains stable. I can sleep easy and don't have to worry about volatility unlike other stocks I hold.Casa.
john222
04 Mar 2015
zzzzz sorry woke from my slumber on this share to see IC tipped it full page last week you used to be able to buy at 45p now you can sell at 46p thanks IC......a dynamic spike for BEG.!!!!zzzzz
casabanker
22 Dec 2014
Re: another earnings enhancing acquisition 222,BEG has been astute with acquisitions in recent times and the latest one looks of the same calibre. There still hasn't been the normal bout of insovencies in this current growth cycle but I am sure it will happen in due course. As the move out of recession becomes more established, hopefully, the banks should become stronger also. This should then lead to zombie companies being closed down particularly if interest rates rise at some point. Casa.
john222
17 Dec 2014
another earnings enhancing acquisition completed and the share price doesn't move!I guess the only thing they can do is to continue to bolt the smaller guys on and then perhaps one of the bigger boys will feel there is merit in taking them over.222
casabanker
15 Dec 2014
Re: Swans Hello MacPithy,BEG is still struggling with lack of business. They have cut back on costs and added some small acquisitions and the latest one will contribute profits in this financial year. Stockopedia has a high rating for BEG and the interim dividend is held at 0.6p. The fly in the ointment is the issue of a placing at 40p a share which I don't expect I will be offered any. If the sp drops down below that level, it may be a buying opportunity.Casa.
MacPithy
12 Dec 2014
Swans Swan like Begbies are paddling furiously under the water but still no black swans on the horizon unless the oil price causes some perifery effects??
