Vodafone Group Live Discussion

J_Westlock 15 Jun 2019

Trumped Again! Yes, well XD date is coming on Thurs for NRR so I assume about a 5p rise would have been due which will counteract the downward pressure a little maybe(?) Good idea to have got out @ 190 I think… maybe get back in @ 160… I don’t short stocks now either… just the occasional s/bet.

PrefInvestor1 15 Jun 2019

Trumped Again! Hi Again @J_Westlock, Yes my punt on NRR @at 213.98 didn’t work out, sold it on Thursday for 190. But only a small punt !. Yes by the time woodford has sold the 15% he still holds who knows where the bottom is, and XD next week for 5.4p. I reckon 160-170 quite easily, and I wasn’t up for a trip to those levels !. Might try again when the dust has settled on Woodford, but that might be months yet… Kier untouchable in my book. I don’t do shorting and holding it long or even trying to trade it long isn’t my style. Good luck if you try. ATB Pref

J_Westlock 15 Jun 2019

Trumped Again! Yes. I’ve removed my order @1.09 too… will see how low this goes… cash flow is important to companies like Kier. Will keep a close eye over next couple of weeks. Similar NRR… yes. Both, are (or were) fairly sound companies… worth keeping an eye on both. My gut feeling is that Kier will get down to £1 and NRR £1.70… but based on nothing much. I’m still confident both will bounce back over coming months.

PrefInvestor1 14 Jun 2019

Trumped Again! Well you could certainly have made a killing shorting KIE today I reckon. Funny though I checked shorttracker.co.uk and it reckoned that more people were shorting NRR than are shorting KIE !. KIE just made it up to 200p only yesterday…? Weird. ATB Pref

J_Westlock 14 Jun 2019

Trumped Again! Should have shorted it last week but wasn’t confident enough… will catch it on way back…

PrefInvestor1 14 Jun 2019

Trumped Again! J_Westlock: I have an order to buy in place at £1.09. 23p now… Time to change that limit order to 50p ??? Just crazy… ATB Pref

PrefInvestor1 14 Jun 2019

Trumped Again! J_Westlock: I have an order to buy in place at £1.09. Watch out only 32p to go now…!

macbonzo 14 Jun 2019

Trumped Again! They have never experienced house prices falling nor 15% interest rates. Unfortunately the under 40s is woefully ill prepared for any sort of exogenous shock

PrefInvestor1 14 Jun 2019

Trumped Again! J_Westlock: I have an order to buy in place at £1.09. Gee as much as that. Only 50p to go and your order will be filled then !. Good luck with that. Been watching RMDL, can buy for 102.85 ATM. Am thinking about it… ATB Pref

J_Westlock 14 Jun 2019

Trumped Again! PrefInvestor1: No I wont be touching KIE again, not that there is anything too much wrong with the company I think. But too much debt and REALLY bad sentiment. Everyone has it down as the next Carillion and they will find it hard to escape from the shadow of that. Daily share price moves are simply amazing. I noticed. I have an order to buy in place at £1.09. This isn’t the next Carillion, the company fundamentals are OK and it will survive. A few years from now people will be looking at the SP over this summer period and wishing they’d bought in… IMHO.

PrefInvestor1 14 Jun 2019

Trumped Again! No I wont be touching KIE again, not that there is anything too much wrong with the company I think. But too much debt and REALLY bad sentiment. Everyone has it down as the next Carillion and they will find it hard to escape from the shadow of that. Daily share price moves are simply amazing. Yes I have looked at Utilico Emerging Markets in the past. Trading at a significant discount ATM but as you say the yield doesnt meet my minimum requirements. So no, not for me… ATB Pref

devonplay 14 Jun 2019

Trumped Again! I do have some criteria, but it’s based on my assesment of the business, rather than the share price. I also take into consideration where we are in the less tangible “sentiment” cycle. KIE Good luck with it. Ive bought and held it before. During the great recession and when there was a literal train crash. On both occasions, it was way down. I bought, bought and bought again when I thought it was about to capitulate made my final large purchase. Sold out with a decent profits. I like AV. Bought and sold again during the big one. Trimmed. Now I look to buy it when there’s been a sharp sell off, over reaction, on the FTSE 100, Aviva often over reacts. I may see where we are in October, I guess I might by buying just when you might be selling Now I’m going back to reading UEM. I guess that wouldn’t appeal. Low’sh yield and EM. DL

PrefInvestor1 14 Jun 2019

Trumped Again! Well I am happy to put up with some volatility on the big reliable players where I am 100% sure that the share price will recover soon enough (eg bought AV at 399.8 and LGEN at 253 just the other week), but for smaller more risk & suspect players then no, I’m not happy with that. Ive been watching KIE these last few days, up ~20% yesterday, down 10-15% (changes second by second !) today. I held them when they were 1100+ with a ~7% yield. Sold at about 1000 as I recall, my old portfolio spreadsheet has them 78% down (!) as of today. You got to have SOME criteria for getting out of an investment, well at least I do anyway. And yes it isnt just about price its their business prospects too. Wishing you ATB - as always Pref

devonplay 14 Jun 2019

Trumped Again! We all have different approaches @PrefInvestor1 My question is always “how will if fit in with my portfolio?”. I just accept that if I’m buying into distressed markets, UK and UK property at the moment in particular, I have to accept a greater than -10% risk. When EM looked distressed on occasions I was seeing -30% on some positions, but the income was still getting paid and the businesses growing, now, for every NNR short term loss there a sunstantial gain in those and a hefty yield to boot. It’s why I run a highly diversified portfilio. I actually want and need secotors that are underperforming. DL

Eadwig 14 Jun 2019

GBP / USD Going Higher? Dominion upgraded at BAML as Atlantic Coast Pipeline risks priced in Jun. 13, 2019 10:24 AM ET|About: Dominion Energy, Inc. (D)|By: Carl Surran, SA News Editor Dominion Energy (D +0.5%) edges higher after BofA Merrill Lynch (BAML) upgrades shares to Neutral from Underperform with an $80 price target, saying the recent selloff following the equity unit offering is somewhat overdone. BAML analyst Julien Dumoulin-Smith says the stock offers a more balanced risk/reward given that the market has factored in the risks associated with the Atlantic Coast Pipeline. While ACP could remain an overhang until resolved, BAML believes the Street has discounted ACP in valuation significantly, and solid execution at the core utilities adds to the stock’s more positive outlook.