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Keep Calm, Don't Panic     

Bullshare - 07 Aug 2011 08:20


Every where you look the news is full of doom and gloom about currencies and the markets, and rightly so. But, and it's a big but, some companies will ride out the storm, offer reasonable dividends and offer a buying opportunity. Obviously the 'cranks' will say their small cap tiddler is worthy of a huge upgrade in share price but maybe a flight to quality is where we should be ( I can't believe I am saying this!). Maybe the collapse in share prices might be an opportunity for some quite juicy M&A activity.

So here is my list of a few stocks I am watching for buying opportunities and why:

Misys; M&A activity bidder Fidelity National Information Services (FIS) walked away last week and shares came in for big sell off. Unlikely FIS will bid again just yet but if price continues to collapse might return.

SportingBet: M&A activity bidder Ladbrokes? Still rumoured out there with 70p bid. Perennial bid favourite but might be one to get dirt cheap.

Lloyds. Madness, yes I know, but below 28p I might just put some away for a rainy day, a pure punt.


Anyone else got some stocks to watch?

Dailos - 07 Aug 2011 14:40 - 2 of 104

Low risk.. SNR (garden shed is full)

Med risk MARL (dont look at the chart!)

High risk WTI (got the copper but African crackpot politics apply!)

Tel Aviv exchange not sending out good signals though..

Scripophilist - 08 Aug 2011 14:33 - 3 of 104

Quite a large number of large cap blue chips are trading at very low valuations considering their past and more likely future performance. A lot of them have increased earnings 5-10% a year for many years but many of their PE's have more than halved in the last ten years.

Spaceman - 08 Aug 2011 15:00 - 4 of 104

RDSB decent divs I will buy more below about 1900.

Good to see the old names above !

Meant to add I am also tempted by LLoyds.

Scripophilist - 08 Aug 2011 19:44 - 5 of 104

Markets crashing, riots on the streets. All we need now are the three horesmen to complete the mood.

Bullshare - 09 Aug 2011 06:21 - 6 of 104

scrip:According to Betangel which of the three horses would win? :-)

Spaceman - 09 Aug 2011 07:26 - 7 of 104

Looks like I need to review my buy target prices !

Martini - 09 Aug 2011 07:59 - 8 of 104

I am hiding behind the sofa. I nearly bought some stares yesterday. Thankfully I bottled it.

splat - 09 Aug 2011 08:22 - 9 of 104

it's rude to stare M.

skinny - 09 Aug 2011 08:24 - 10 of 104

I guess he likes being looked at :-)

dealerdear - 09 Aug 2011 08:51 - 11 of 104

voyeur?

Spaceman - 09 Aug 2011 09:37 - 12 of 104

Martini no need to hit the bottle ;-)

ExecLine - 09 Aug 2011 10:25 - 13 of 104

I'm watching for opportunities in companies, particularly the banks, where there is big sized Director buying:

eg,

5.8.11 Several at LLOY

5.8.11 Sheila Noakes, RBS, acquired 210,000 shares at 28.3126 pence a share.

4.8.11 Simon Fraser, BARC, purchased 25,000 shares at 209.53 pence a share. He now has 79,514 shares.

2.8.11 Marcus Agius, Chairman, BARC, bought 115,660 shares 215.50p. He now has 232,244 shares.

(I'm also looking out for Scrip to become CEO of Betfair and/or his friend WB to have given him a job).

cynic - 09 Aug 2011 10:29 - 14 of 104

VOD

splat - 09 Aug 2011 10:30 - 15 of 104

skinny - 09 Aug 2011 10:32 - 16 of 104

Anytime, any place, any where :-)

BAYLIS - 09 Aug 2011 10:35 - 17 of 104

WEST HAM v CHALTON POSTPONED. CHEERS.

required field - 09 Aug 2011 10:59 - 18 of 104

I daren't look at some prices....just gutted...never seen anything like this ever.....

HARRYCAT - 09 Aug 2011 11:00 - 19 of 104

Rf, yes you have. Three years ago. Read the header of this thread and digest!

skinny - 09 Aug 2011 11:01 - 20 of 104

Or even last summer!

HARRYCAT - 09 Aug 2011 11:02 - 21 of 104

Or even when DES had it's duster!

required field - 09 Aug 2011 11:03 - 22 of 104

I'm not selling anything .....will hang on....delighted about Rockhopper....at a guess...minimum of half a billion barrels probably......feel sorry for the shop owners in the big cities....so much news...just can't take it all in.....

Big Al - 09 Aug 2011 12:01 - 23 of 104

I agree on banks, bought some VOD as an opening gambit and am looking at adding to insurers. Most of these are for the SIPP where I'll take advantage of the opportunity to get good yields from cash machines. :-)

Don't you just love indiscriminate sell-offs.

BTW, will also be sitting with ready available cash for the future, as I always do. :-)

Bullshare - 09 Aug 2011 12:22 - 24 of 104

Oi Limpy if you are reading, got a super wizzy new chart system, going to make us all billionaires, great chart for RBS, shall I buy , shall I sell or shall I get a new chart package. :-0)

splat - 09 Aug 2011 12:27 - 25 of 104

looks a bit like his toupee Bully :-)

HARRYCAT - 09 Aug 2011 12:37 - 26 of 104

Hmmmm.......someone's brazilian needs a bit of a trim..........

skinny - 09 Aug 2011 12:49 - 27 of 104

Is that the Eastender's theme music I can hear?

little woman - 09 Aug 2011 13:21 - 28 of 104

I picked up a shares this morning for the long term and they are all in profit already. But as I purchased them for the divi, I mustn't get tempted just yet.....

aldwickk - 09 Aug 2011 13:35 - 29 of 104

Small producing Gold company's , with Gold at record level's and now fuel cost's coming down

Big Al - 09 Aug 2011 13:57 - 30 of 104

Sound logic, aldwickk. I've had gold ETFs for a number of years and have recently become confused as to why the companies haven't remotely followed the price of the commodity.

Martini - 09 Aug 2011 14:02 - 31 of 104

Well I eventually snook out from behind the sofa and bought some stares. Half what I am willing to put into the market for the present in case we head off south again.

Gulp

I will now try to ignore the Markets and pop over to see the Doctor for some pills.

ExecLine - 09 Aug 2011 15:22 - 32 of 104

Look at the intraday range trading today and which is typical of lots of the main stocks:

Chart.aspx?Provider=Intra&Code=VOD&Size=Chart.aspx?Provider=Intra&Code=LLOY&Size

Dil - 09 Aug 2011 15:53 - 33 of 104

AAL , BARC , BT.A

Kayak - 09 Aug 2011 16:16 - 34 of 104

I've been away studying for a few days. Has anything happened?

ExecLine - 09 Aug 2011 16:31 - 35 of 104

Bloody students!

Nah. Just a bit of footy cancelled.

:-)

Kayak - 09 Aug 2011 16:38 - 36 of 104

Shame, found a nice new telly in the shops last night! Me and me mates showed the police and the rich that we can do what we want.

http://www.bbc.co.uk/news/uk-14458424

skinny - 09 Aug 2011 16:39 - 37 of 104

Chart.aspx?Provider=Intra&Code=RDSB&Size

ExecLine - 09 Aug 2011 16:49 - 38 of 104

Robbing another one of those rich geezers

Dailos - 09 Aug 2011 17:45 - 39 of 104

All the usual suspects/rabble/jocks turning up on this thread!

Ive added MML to med risk and POL to high risk stuff.

Won't touch banks due to Eurozone exposure, there will be a great opportunity at some time for a long term investment, but maybe not yet...

Regards,
Gausie.

Martini - 09 Aug 2011 21:37 - 40 of 104

What the ****!

Last time I peeped at the US it was all negative again and I was doing the usual " I am in for the long term" and "5 years from now this will prove to be a good buying opportunity" you know all the usual self justification stuff but look at that close.


Must be the fabled plunge protection team buying futures :)

What ever. I haven't a clue what's going on.

Big Al - 09 Aug 2011 22:13 - 41 of 104

Gordon Bennett, they've all turned up! :-)

Dil - 10 Aug 2011 00:16 - 42 of 104

This time next year rodders :-)

Spaceman - 10 Aug 2011 00:27 - 43 of 104

Blimey I thought you lot must have all died. Good to see you all.

PS I did buy a few RDSB just below 1800, on Monday I was looking to buy just below 1900 glad I didnt buy then, what a difference 24 hours makes !!! These are mostly for my SIPP so I can still pretend they are long term just like Martini.

Martini - 10 Aug 2011 01:36 - 44 of 104

I find this all very confusing. I have a gold hedge which has so far insulted me from the worst of the stares drop. Today the spot price hit a peak of $1775 an ounce and when the US rally came it shed $53 to $1722. All very reasonable.

However it has since recovered to $1755 against a fairly flat US futures outlook.

Does not feel right but as I type there was a piece on Bloomberg about Chinese (and I assume Asia in general) punters buying gold which I suppose could explain some of it.

Rising gold and stare prices would be a perfect outcome but life isn't like that so I will keep space behind the sofa available

MightyMicro - 10 Aug 2011 01:50 - 45 of 104

I have shooting buddy who is head of a precious metals desk in the City. He told me recently that that a bit of gold in my portfolio these days was unlikely to go wrong. He's been flogging a lot of it in the ME.

Spaceman - 10 Aug 2011 08:21 - 46 of 104

I have some exposure to gold via GBS and also a small amount of gold bullion, its been pretty handy since I bought it in 2007 and 2008.

However gold bullion seems to be a bit of a pain to sell, I am thinking of selling mine at the moment and looked into selling it.

It is nice to get the gold out every now and hold it because it really does seem to have some intrnsic value unlike my stocks which live entirely in the virtual world.

skinny - 10 Aug 2011 08:28 - 47 of 104

I used this lot recently to sell some Kruggerand. I think there are places offering slightly more around hatton garden - if you near London of course!

splat - 10 Aug 2011 08:29 - 48 of 104

I would also like to know the best way to sell physical gold if you discover it Spacey.

Bernard M - 10 Aug 2011 08:41 - 49 of 104

Gold is at its current price by speculation, the world has plenty of it, and it is not much use for anything, so I have sold all my holdings this week as it will fall imho of course.

Bullshare - 10 Aug 2011 08:42 - 50 of 104

Splat: You will get a least 20% of the value of your gold here :-)
http://www.cashforyourgold.co.uk/

aldwickk - 10 Aug 2011 08:58 - 51 of 104

Bernard M

Are you talking about selling your gold mining share's or physical gold

ExecLine - 10 Aug 2011 09:20 - 52 of 104

There's gold inside every mobile phone and the Asian's buy it like crazy for jewellery. Those two things together are what sustains a persistent good demand. IMHO,of course.

I always think the best way to get involved with 'gold' is to buy/sell GBS. The GBS chart almost exactly mirrors the gold chart.

Chart.aspx?Provider=EODIntra&Code=GBS&Si

Martini - 10 Aug 2011 09:31 - 53 of 104

If it is Physical gold and depending on how much you wish to sell why not try Ebay? I know a large precious metals dealer who has sold a considerable amount using Ebay for many years now.

Currently Kruggerands on Ebay are being bid up to 1119.99+ on auction and Buy it Now prices are a silly 1300 + considering you can buy from Baird's at 1141.5

Dailos - 10 Aug 2011 10:09 - 54 of 104

I looked for a gold hedge as Martini has got one, couldn't find a thing so went for this..

media.nl?id=8822&c=1111189&h=e490e9d8f31

Martini - 10 Aug 2011 10:22 - 55 of 104

:)

Haystack - 10 Aug 2011 10:54 - 56 of 104

If you want to sell physical gold such as jewellery then Hatton Garden is the best place. My aunt died and I inhereted all her stuff. She used to make gold jewellery as a hobby and she had a few gold bars (just a few ounces). I did quite a bit of research and there are a numbers of metal smelters in Hatton Garden. The is quite a big one on the east side (quite a way down on the right going down from Holborn). They give a very good scrap gold price based on the gold fix every day. I used to have an office in Hatton Garden for several years and I realised that the worst place to take gold is a jewellers

Spaceman - 10 Aug 2011 15:42 - 57 of 104

I have been told Hatton Garden Metals is good for selling gold, mine is bullion not coins. I bought it on ebay but I am less happy about selling it there.

superrod - 10 Aug 2011 17:15 - 58 of 104

i have been an active investor for 15 of the last 20 years.its my opinion that the gold price is a bubble waiting to burst. my reasoning?
stocks are being sold indiscriminately and punters are going for the 'safe haven' of gold.what will happen when a recovery occurs (as it surely will)? punters cash in gold to get back into stocks/shares.

out of interest i did a mental calculation of the volume of gold good old Gordon sold.it would fit into my garage......btw ...no point in looking there lol

splat - 11 Aug 2011 08:15 - 59 of 104

Thanks Haystack, Spacey and Bully :) for your info.

The Other Kevin - 11 Aug 2011 09:12 - 60 of 104

Double or single garage, superrod?

superrod - 11 Aug 2011 09:28 - 61 of 104

single garage. keeping on the domestic theme, i recall reading about 30 years ago that all the gold ever mined would fit into an average semi detached house.that got me thinking about photos i'd seen of the gold reserves in fort knox, and whether they were faked.

skinny - 11 Aug 2011 10:06 - 62 of 104

Excellent viewing - Gove accuses Harman of 'double dealing' on riots cause

Martini - 11 Aug 2011 13:40 - 63 of 104

Another quiet day on the markets then! At least the cricket is looking good.

Bernard M - 11 Aug 2011 13:44 - 64 of 104

Buy end of the day, and sell following day before 11am works for me.

Martini - 18 Aug 2011 10:53 - 65 of 104

Time to think about panicking again? :)

Bernard M - 18 Aug 2011 11:00 - 66 of 104

Some great buying opps, I am shorting on my day trading, but ready to build my long portfolio. Shorting is despised by many, but I have made more money in the last two months shorting than in the last two years on my long portfolio.

splat - 18 Aug 2011 11:12 - 67 of 104

sofa so good martini :-)

skinny - 18 Aug 2011 11:18 - 68 of 104

Is that like settee? :-)

aldwickk - 18 Aug 2011 11:23 - 69 of 104

Don't panic my dear , its only a Comet

http://www.advfn.com/cmn/fbb/thread.php3?id=24238375

Bernard M - 18 Aug 2011 11:27 - 70 of 104

Link not working have to be a member. I would rather join the BNP than that bag of mental retards.

aldwickk - 18 Aug 2011 12:06 - 71 of 104

http://www.jpl.nasa.gov/news/news.cfm?release=2011-135

aldwickk - 18 Aug 2011 12:09 - 72 of 104

Bernard

A very brief summary

Alert-27th JUNE 2011 Elenin enters solar system t 1.7au to earth
Alert-27th SEPT 2011 Elenin is between earth and the sun at 0.381 earths North pole will be pushed south leaving the earth in darkness on the northern hemisphere for 20-days and expose the southern hemisphere to daylight for 20-days exposing this part of the globe to extreme heat from the sun with temps above 200 degrees.
Alert-17th October 2011 elenin nearest point to earth at 0.232au the North Pole will correct causing huge tidal waves as Elenin starts to leave orbit.
Alert-9th November 2011 this is Elenins name spelled backwards nine-eleven those who survive will think it is all over as they see the twin brown dwarf star move away from earth but on this day earth will pass through the tail and be bombed by thousands of debris from the tail.

skinny - 18 Aug 2011 12:13 - 73 of 104

"Alert-9th November 2011 this is Elenins name spelled backwards " - really!

Also in "American" parlance, nine eleven is September the 11th.

Chris Carson - 18 Aug 2011 12:16 - 74 of 104

I prefer 'BOLLOCKS' so much more succinct! :O)

aldwickk - 18 Aug 2011 12:59 - 75 of 104

Elenins name spelled backwards is Sninele , which is Egyptian for your f***ed

Bernard M - 18 Aug 2011 13:01 - 76 of 104

Looks like black Friday again this week

Haystack - 18 Aug 2011 15:07 - 77 of 104

Martini
I hope you have plenty of supplies with you behind the sofa.

dealerdear - 18 Aug 2011 15:11 - 78 of 104

It's only Thursday!

Bernard M - 18 Aug 2011 15:55 - 79 of 104

I was refering to tommoro brov.

A re run of two weeks ago Thurs/Fri/Mon maybe. Best short all till next week.

Martini - 22 Aug 2011 08:49 - 80 of 104

There is a bug on my stockwatch screen it has suddenly turned a strange bluey colour.

Should I panic?

splat - 22 Aug 2011 08:50 - 81 of 104

fear not M, it's only temporary.

Bernard M - 22 Aug 2011 09:10 - 82 of 104

Make the most of it.

skinny - 22 Aug 2011 09:18 - 83 of 104

I'll soon fix that - what share is it? I'll buy some!

Bernard M - 22 Aug 2011 09:21 - 84 of 104

lol.

Bullshare - 22 Aug 2011 18:46 - 85 of 104

well I did get filled at 28p on lloyds but its gone down since, still 200p by Xmas and chance to average down coming up :-0)

Dailos - 23 Aug 2011 09:16 - 86 of 104

A lower low for Mrs Jones to come before the time to bottom fish?
VIX pretty high too..

Martini - 02 Sep 2011 14:42 - 87 of 104

I have the cushions plumped up and arranged behind the sofa. Will need to come out before the RWC starts so I predict a big rally on the 9th Sept

Bernard M - 02 Sep 2011 15:21 - 88 of 104

Hope is a great thing, but reality will survive for 2011 short the way to go.

Martini - 22 Sep 2011 08:40 - 89 of 104

I can feel a panic coming on again :)

skinny - 22 Sep 2011 08:50 - 90 of 104

Martini - are you going to be able to watch the rugby from behind the sofa? :-)

Bernard M - 22 Sep 2011 09:05 - 91 of 104

You need to Panic now.

skyhigh - 22 Sep 2011 19:52 - 92 of 104

Don't panic....remember we're British!

and remember also......

It's always darkest before the dawn!

Bernard M - 22 Sep 2011 20:45 - 93 of 104

Financial world ending do panic, or go short.

Dailos - 22 Sep 2012 14:37 - 94 of 104

Lloyds below 28p looking like a great punt.
I was warned off! ..

Bullshare - 24 Sep 2012 12:31 - 95 of 104

dailos: I did buy, shame though I sold out at 32p. damn

Bullshare - 02 Nov 2012 16:51 - 96 of 104

Thought I would take a look back at this thread

Misys then 291p taken over at 350p in June 2012

Sportingbet then 47p now 52.75

Lloyds then 35p now 43.25p

goldfinger - 03 Nov 2012 03:15 - 97 of 104

Good calls Bullshare.

Dil - 05 Nov 2012 00:50 - 98 of 104

lol Bullie , that sportingbet call off the top of my head was a pile of crap unless you had a 50% stop loss (???).

Think I said so at the time :-)

Dil - 05 Nov 2012 00:59 - 99 of 104

Dil - 09 Aug 2011 15:53 - 33 of 98

AAL , BARC , BT.A



Still got BARC and BT.A , sold AAL at about 2700 after buying around 2400 I think. Bought the other two around 170p again off top of head , will take a look tomorrow see how good my memory is.

Kareeoke night in Wales on a Sunday :)

Dil - 05 Nov 2012 01:05 - 100 of 104

Just looked at Sportingbet ... 27p in May so 40% stop loss and you would have been out.

Think you and Limpy taught me to use slightly tighter stop losses :-)

Dil - 05 Nov 2012 01:22 - 101 of 104

.... and yes I do have issues with Sportingbet :-)

From an SBT thread :

Dil - 04 Jul 2011 23:15 - 431 of 465

You put them in your pension with Meldex Mike ????

Pile of shite ... and nothing to do with them banning me honest , tossers :-)

Dil - 05 Nov 2012 01:27 - 102 of 104

If you wanna buy into bookies then buy the market leaders Paddypower or William Hill (I have some Will Hill).

Ladbrokes online not a patch on two above so won't touch them. 888sport probably the best performer in last year but wouldn't touch at current prices.

Then again WTF would I know I'm not a gambler.

Bullshare - 24 Aug 2015 15:00 - 103 of 104

Deja Vu

splat - 24 Aug 2015 15:06 - 104 of 104

Indeed Bully!
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