Thank goodness Time to take some risk off the table. Sold 25% of my NG. @852p. Intend to buy back when lower.
Thank goodness I might add NG in the new ISA year at the right price, meanwhile enjoy the rise. Surprised you think FT has a bias, I really enjoy my pink paper at the weekend and usually learn something, if not from the stories from the fiendish Polymath. I also like the Guardian, insightful once you know where they are coming from, because it is still written by grown ups albeit frustrated ones. Everything else off or online seems very poor … so many feeds are a front for a marketing oprration, they say what they are paid to.
Thank goodness Marktime, I find that section pretty uninspiring, I just track articles on companies I’m interested in. You can do a simple search on Unilever Plc for example using the spyglass symbol and all the articles will come up. I made National Grid just over 1% of my portfolio and happy to keep it as an income stock with the prospect of some modest gains on top, given that it is close to a 5 year low, or was anyhow! Not sure about a larger holding because of the political risk. Not sure I will bother renewing my FT subscription at the end of the current year. I find the company cover poor, the financial data out of date and the political bias now sickening. There seem to be so many places to access better information that are more up to date. Games
Thank goodness good decision, hovered over the buy button but held off yesterday, tempted by the higher not necessarily safer dividend prospects elsewhere and ended up doing neither … bad investor me, not even persuaded by my own opinion. So the FT market live chat is just limited to 1 hour a day 11-12 leader is the journo Bryce Elder talks about some hot topics with punters making comment … very much under strict instructions not to be OTT. Not really a chat room then, more an organised stream of whatever is stirring FT journalistic instincts and review of broker comment, and some reactive banter from registered punters alongside. Haven’t worked out how to add my two penneth yet, nor spotted LKH, maybe if I tuned in on Thursday …
Thank goodness Just added 3rd tranche.
Thank goodness LK posts regularly on the FT - usually on Unilever articles.
Thank goodness A buy at 766 will seem to be a terrific bargain shortly, well done. I have applied to join the chat on FT Alphaville, I will see if I can spot LKH and see whether he might come back here. But agree with the comment the new message board here is not the same, so hard to navigate. I’m back in the hope there are fewer irritants and that we can get some useful interesting comment going again.
Thank goodness Novembers purchase @8.36, December @ 7.66 and Jan’s at 8.06. I believe LK appears on FT Alphaville Thursday forum but don’t check that often.
Thank goodness NG is a goodun in these uncertain times as are UU, SVT, SSE, CNA, GSK, TATE, DGE, etc. Lots more political uncertainty to come over next 2 months IMO which will be good for the above. re LKH - He just seems to have suddenly quit the old iii with no explanation and I dont blame him for not rejoining this new inferior version. I hear he’s active on other BBs but not sure where. I do miss him. Sob.
Thank goodness Yes I bravely bought a couple of extra chunks at 790 and 805 early last February but offloaded them again in May/July at 875 and 852 respectively. I agree this is a core holding but rather less stable and predictable than in the past. A candidate to add ahead of hopefully some good news in May, I will keep trading the cycles to try and get my average price down. In the meantime rebound potential in CRST, LLOY and SSE is calling me on to those rocks instead. Still no sign of LK Hyman you would have thought the wreckage would have washed up somewhere by now?
Thank goodness Did you get a bargain at sub 800? I was tempted but bottled it.
Thank goodness Same here UD. In fact recently increased my holding a third in the last three months. As LKH used to advocate, there is always a place for NG in any well balanced portfolio.
Thank goodness Keeper for me. Nice divvies. Should return to 950+. Utilities out of favour but will come back one day. Results have been solid for 2+ years. Ofgem interference always a worry. Can’t see Corbyn ever being elected.
Thank goodness Some positive sentiment Barclays rates it as a 970p stock reduced fear of risks of Ofgem meddling, comrade Corbyn prospects receding, and Brexit neither here nor there. I have always thought this was fair value around 930p so I wonder what it would take for the sp to get there, still a long way to go.
Results Lawson 76, I am concerned about the energy regulator! As do the board at National Grid. It seems to me that the Tories have decided to cut their affection to the denationalised energy companies, and reduce the amounts these companies can charge.