dreamcatcher
- 19 Dec 2015 12:51
- 2 of 240
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cynic
- 19 Dec 2015 12:56
- 3 of 240
banks have been so beaten up for the last couple of years, that i wonder if they are now o'due a revival .....
though i'm sure they'll remain as awkward and obstructive and spiteful as they always have been to small/medium-sized businesses as well as individuals
i think the leisure industry, which includes hotels and restaurants will also continue to thrive
whatever fred may like to say (preach!), the uk economy is performing very well, certainly in comparison to its european neighbours ....... this, combined with continuing low petrol prices and the increase in minimum wage in april must surely filter its way into wallets and the "feelgood factor"
dreamcatcher
- 19 Dec 2015 22:34
- 4 of 240
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dreamcatcher
- 19 Dec 2015 22:37
- 5 of 240
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dreamcatcher
- 20 Dec 2015 14:32
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dreamcatcher
- 20 Dec 2015 14:58
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dreamcatcher
- 21 Dec 2015 15:08
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dreamcatcher
- 21 Dec 2015 17:01
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dreamcatcher
- 22 Dec 2015 17:09
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dreamcatcher
- 22 Dec 2015 17:13
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dreamcatcher
- 22 Dec 2015 17:15
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dreamcatcher
- 22 Dec 2015 17:18
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dreamcatcher
- 22 Dec 2015 17:19
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skyhigh
- 22 Dec 2015 22:16
- 15 of 240
I'm putting forward these as AIM punts for 2016 potential baggers
BOOM
BOX
GWIK
NCCL
VAST
ZOX
BREE & TASTY as solid steady risers.
DKL as well (Midas tip 20th Dec)
All imho of course, DYOR,,,
Good luck all!
dreamcatcher
- 23 Dec 2015 17:28
- 16 of 240
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dreamcatcher
- 23 Dec 2015 17:32
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dreamcatcher
- 23 Dec 2015 17:42
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dreamcatcher
- 24 Dec 2015 17:44
- 19 of 240
Shares 2016 stock tips =
Aggreko AGK
BCA Marketplace BCA
Bellway BWY
BP BP
Breedon BREE
Dalata Hotel DAL:AIM
Eagle Eye Solutions EYE:AIM
Greencore GNC
Prudential PRU
Serco SRP
Shawbrook SHAW
Telecom Plus TEP
dreamcatcher
- 26 Dec 2015 10:01
- 20 of 240
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dreamcatcher
- 26 Dec 2015 10:26
- 21 of 240
;
dreamcatcher
- 27 Dec 2015 08:52
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dreamcatcher
- 27 Dec 2015 09:04
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dreamcatcher
- 27 Dec 2015 20:29
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dreamcatcher
- 27 Dec 2015 21:20
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dreamcatcher
- 28 Dec 2015 11:55
- 26 of 240
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dreamcatcher
- 30 Dec 2015 10:03
- 27 of 240
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jimmy b
- 30 Dec 2015 11:02
- 28 of 240
dreamcatcher
- 30 Dec 2015 11:57
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dreamcatcher
- 30 Dec 2015 12:00
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dreamcatcher
- 30 Dec 2015 12:02
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dreamcatcher
- 30 Dec 2015 14:05
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dreamcatcher
- 30 Dec 2015 19:44
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dreamcatcher
- 31 Dec 2015 11:04
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dreamcatcher
- 31 Dec 2015 12:58
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dreamcatcher
- 31 Dec 2015 13:04
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dreamcatcher
- 01 Jan 2016 12:00
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dreamcatcher
- 01 Jan 2016 12:06
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dreamcatcher
- 02 Jan 2016 08:49
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dreamcatcher
- 02 Jan 2016 13:24
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dreamcatcher
- 02 Jan 2016 16:10
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dreamcatcher
- 02 Jan 2016 17:45
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dreamcatcher
- 02 Jan 2016 22:37
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dreamcatcher
- 02 Jan 2016 22:40
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dreamcatcher
- 03 Jan 2016 16:21
- 45 of 240
Clocktower
- 04 Jan 2016 09:35
- 46 of 240
IGE
LWRF
TAL
BP
SGI
dreamcatcher
- 04 Jan 2016 16:33
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dreamcatcher
- 04 Jan 2016 16:35
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dreamcatcher
- 04 Jan 2016 19:04
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latics3
- 04 Jan 2016 21:01
- 50 of 240
My Five.
BP BTA FGP GSK UU.
dreamcatcher
- 05 Jan 2016 18:15
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dreamcatcher
- 05 Jan 2016 18:17
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dreamcatcher
- 05 Jan 2016 18:18
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'
dreamcatcher
- 05 Jan 2016 19:20
- 54 of 240
The Sunday Times - 2016 Share Tips
Journey Group
Imagination Technologies
GVC
Diageo
Drax
Grainger
Travis Perkins
jimmy b
- 06 Jan 2016 07:58
- 55 of 240
DC did you see the result of the Sunday Times picks last year ?
Stan
- 06 Jan 2016 08:19
- 56 of 240
D/C Are those ST picks gains or shorts or both?
jimmy b
- 06 Jan 2016 08:21
- 57 of 240
They are their picks to buy for this year Stan.
Stan
- 06 Jan 2016 08:24
- 58 of 240
What Drax? you sure James -):
dreamcatcher
- 06 Jan 2016 15:34
- 59 of 240
Stan, there was no write up with the ST tips because you have to sign up . The list was on another site.
dreamcatcher
- 06 Jan 2016 15:38
- 60 of 240
Jimmy, no, you have to sign up with the ST for three months.
dreamcatcher
- 06 Jan 2016 16:35
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dreamcatcher
- 06 Jan 2016 16:36
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'
dreamcatcher
- 06 Jan 2016 16:54
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jimmy b
- 06 Jan 2016 17:06
- 64 of 240
DC i actually read the physical paper ,i know that's a bit old fashioned but i also still use carrier pigeons for some communication .
dreamcatcher
- 06 Jan 2016 17:16
- 65 of 240
I find it on the large side. lol
cynic
- 06 Jan 2016 17:21
- 66 of 240
NXT
i remain a fan of this company and may well add a few more to sipp
not only is the company very well run, but the divi yield is also high
dreamcatcher
- 06 Jan 2016 17:55
- 67 of 240
I don't think you will go wrong.
dreamcatcher
- 06 Jan 2016 17:58
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dreamcatcher
- 06 Jan 2016 21:55
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dreamcatcher
- 07 Jan 2016 16:36
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dreamcatcher
- 08 Jan 2016 15:03
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dreamcatcher
- 08 Jan 2016 15:05
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dreamcatcher
- 08 Jan 2016 15:15
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dreamcatcher
- 08 Jan 2016 15:16
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dreamcatcher
- 08 Jan 2016 17:03
- 75 of 240
IC's 2016 share tips
Growth tip - MJ Gleeson (GLE)
Value tip - BAE Systems (BA.)
Income tip - NewRiver Retail (NRR)
Old reliable tip - RPC (RPC)
Over seas tip Walt Disney (US:DIS)
Recovery tip - Lloyds Banking (LLOY)
Takeover tip - Penna Consulting (PNA)
Contrarian tip - J.Sainsbury (SBRY)
dreamcatcher
- 09 Jan 2016 18:38
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dreamcatcher
- 09 Jan 2016 22:13
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dreamcatcher
- 09 Jan 2016 22:18
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dreamcatcher
- 09 Jan 2016 22:20
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dreamcatcher
- 11 Jan 2016 10:38
- 80 of 240
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black bird
- 11 Jan 2016 11:44
- 81 of 240
Buy plus 500 broker review out shortly, feb. have the dive . more to come.
ig to take out ? no further investigation episode now closed. BB
cynic
- 11 Jan 2016 13:52
- 82 of 240
BB - please can you identify your source for above especially re investigation, as i see no rns stating as much, other than from 6/1
Plus500 refers to its previous RNS announcement on 11th December 2015 "Resuming Plus500UK Onboarding Activity", and is pleased to announce that Plus500UK is resuming the onboarding of new customers today.
Stan
- 11 Jan 2016 13:59
- 83 of 240
Onboarding indeed..
dreamcatcher
- 11 Jan 2016 15:13
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dreamcatcher
- 11 Jan 2016 18:56
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dreamcatcher
- 12 Jan 2016 17:53
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'
dreamcatcher
- 12 Jan 2016 17:54
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dreamcatcher
- 13 Jan 2016 16:09
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dreamcatcher
- 14 Jan 2016 14:05
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dreamcatcher
- 14 Jan 2016 16:53
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dreamcatcher
- 14 Jan 2016 21:54
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dreamcatcher
- 15 Jan 2016 16:26
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dreamcatcher
- 15 Jan 2016 22:24
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dreamcatcher
- 16 Jan 2016 13:49
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dreamcatcher
- 17 Jan 2016 08:57
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dreamcatcher
- 17 Jan 2016 09:00
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dreamcatcher
- 17 Jan 2016 17:29
- 97 of 240
'
dreamcatcher
- 18 Jan 2016 16:09
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dreamcatcher
- 18 Jan 2016 16:14
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dreamcatcher
- 18 Jan 2016 19:01
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dreamcatcher
- 19 Jan 2016 17:30
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dreamcatcher
- 19 Jan 2016 17:33
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dreamcatcher
- 19 Jan 2016 21:36
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dreamcatcher
- 20 Jan 2016 16:43
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dreamcatcher
- 21 Jan 2016 15:38
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dreamcatcher
- 22 Jan 2016 13:03
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dreamcatcher
- 22 Jan 2016 13:04
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dreamcatcher
- 23 Jan 2016 16:22
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dreamcatcher
- 23 Jan 2016 16:24
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dreamcatcher
- 23 Jan 2016 23:44
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dreamcatcher
- 23 Jan 2016 23:49
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dreamcatcher
- 25 Jan 2016 15:32
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dreamcatcher
- 25 Jan 2016 15:33
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dreamcatcher
- 25 Jan 2016 15:34
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dreamcatcher
- 26 Jan 2016 17:34
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dreamcatcher
- 27 Jan 2016 09:10
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dreamcatcher
- 27 Jan 2016 09:12
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dreamcatcher
- 27 Jan 2016 18:06
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dreamcatcher
- 28 Jan 2016 12:44
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dreamcatcher
- 28 Jan 2016 20:41
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dreamcatcher
- 29 Jan 2016 16:18
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'
dreamcatcher
- 29 Jan 2016 16:20
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dreamcatcher
- 29 Jan 2016 17:42
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dreamcatcher
- 29 Jan 2016 17:49
- 124 of 240
'
kimoldfield
- 30 Jan 2016 13:29
- 125 of 240
Oops! Posted something you've already mentioned DC so I've deleted it! PURP may be worth looking at.
dreamcatcher
- 30 Jan 2016 16:55
- 126 of 240
Come on here and make a mess of it. :-))
dreamcatcher
- 30 Jan 2016 16:58
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dreamcatcher
- 30 Jan 2016 23:07
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kimoldfield
- 01 Feb 2016 08:00
- 129 of 240
Sorry DC! :o)
dreamcatcher
- 02 Feb 2016 18:08
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dreamcatcher
- 02 Feb 2016 22:44
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dreamcatcher
- 03 Feb 2016 17:36
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dreamcatcher
- 03 Feb 2016 18:16
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dreamcatcher
- 04 Feb 2016 15:32
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dreamcatcher
- 05 Feb 2016 15:11
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dreamcatcher
- 06 Feb 2016 22:54
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dreamcatcher
- 06 Feb 2016 22:56
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dreamcatcher
- 08 Feb 2016 17:22
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dreamcatcher
- 08 Feb 2016 17:34
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dreamcatcher
- 08 Feb 2016 17:35
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dreamcatcher
- 09 Feb 2016 17:48
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dreamcatcher
- 09 Feb 2016 18:06
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dreamcatcher
- 10 Feb 2016 16:07
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dreamcatcher
- 11 Feb 2016 16:16
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dreamcatcher
- 12 Feb 2016 16:13
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dreamcatcher
- 12 Feb 2016 16:18
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dreamcatcher
- 12 Feb 2016 18:42
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dreamcatcher
- 13 Feb 2016 18:40
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dreamcatcher
- 13 Feb 2016 22:49
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dreamcatcher
- 13 Feb 2016 22:51
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cynic
- 14 Feb 2016 16:26
- 151 of 240
PMO and similar must be worth watching with strongly touted major tax incentives to revitalise north sea production and exploration
dreamcatcher
- 14 Feb 2016 17:34
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dreamcatcher
- 15 Feb 2016 22:01
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dreamcatcher
- 16 Feb 2016 19:01
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dreamcatcher
- 16 Feb 2016 19:03
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dreamcatcher
- 17 Feb 2016 17:33
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dreamcatcher
- 17 Feb 2016 17:34
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dreamcatcher
- 18 Feb 2016 20:38
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dreamcatcher
- 18 Feb 2016 20:39
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dreamcatcher
- 18 Feb 2016 21:03
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dreamcatcher
- 19 Feb 2016 20:09
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dreamcatcher
- 19 Feb 2016 20:10
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dreamcatcher
- 19 Feb 2016 20:11
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dreamcatcher
- 21 Feb 2016 08:51
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dreamcatcher
- 21 Feb 2016 12:52
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dreamcatcher
- 22 Feb 2016 16:22
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dreamcatcher
- 22 Feb 2016 16:23
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dreamcatcher
- 22 Feb 2016 16:24
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dreamcatcher
- 23 Feb 2016 17:00
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dreamcatcher
- 23 Feb 2016 19:07
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dreamcatcher
- 24 Feb 2016 18:59
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dreamcatcher
- 24 Feb 2016 19:01
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dreamcatcher
- 25 Feb 2016 12:40
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dreamcatcher
- 25 Feb 2016 17:00
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dreamcatcher
- 26 Feb 2016 19:30
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dreamcatcher
- 26 Feb 2016 19:35
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dreamcatcher
- 26 Feb 2016 19:38
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dreamcatcher
- 27 Feb 2016 22:20
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dreamcatcher
- 27 Feb 2016 22:21
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VICTIM
- 28 Feb 2016 10:03
- 180 of 240
You got a secretary dream .
dreamcatcher
- 28 Feb 2016 17:03
- 181 of 240
lol
dreamcatcher
- 28 Feb 2016 21:58
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dreamcatcher
- 29 Feb 2016 17:20
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dreamcatcher
- 29 Feb 2016 17:23
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dreamcatcher
- 01 Mar 2016 17:29
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dreamcatcher
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dreamcatcher
- 02 Mar 2016 16:15
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dreamcatcher
- 03 Mar 2016 19:55
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dreamcatcher
- 04 Mar 2016 15:12
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dreamcatcher
- 05 Mar 2016 13:41
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dreamcatcher
- 05 Mar 2016 13:44
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dreamcatcher
- 06 Mar 2016 08:22
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dreamcatcher
- 06 Mar 2016 21:54
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dreamcatcher
- 06 Mar 2016 21:57
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dreamcatcher
- 07 Mar 2016 18:13
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dreamcatcher
- 08 Mar 2016 14:55
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dreamcatcher
- 08 Mar 2016 14:57
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dreamcatcher
- 10 Mar 2016 14:26
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dreamcatcher
- 10 Mar 2016 14:27
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dreamcatcher
- 12 Mar 2016 16:48
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cynic
- 12 Mar 2016 16:51
- 201 of 240
FEVR
i have held these for a while in my sipp, and traded them b4 that
have been recently tempted to sell, but did not
monday will be interesting or even curious, given the craziness of the markets in general
dreamcatcher
- 12 Mar 2016 18:47
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dreamcatcher
- 13 Mar 2016 09:46
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dreamcatcher
- 13 Mar 2016 09:48
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dreamcatcher
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dreamcatcher
- 13 Mar 2016 21:56
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dreamcatcher
- 14 Mar 2016 17:31
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dreamcatcher
- 14 Mar 2016 19:03
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dreamcatcher
- 15 Mar 2016 20:00
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dreamcatcher
- 15 Mar 2016 20:03
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dreamcatcher
- 15 Mar 2016 21:22
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dreamcatcher
- 16 Mar 2016 17:52
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Juzzle
- 17 Mar 2016 09:03
- 213 of 240
Ten minutes of
drone footage taken yesterday - of progress on the new port being built offshore at Karanja Creek, south of Mumbai, by Skil Ports & Logistics (SPL).
(if link fails, view it on the NEWS page at the company's website
www.skilpl.com
Should become operational around the end of 2016 or start of 2017, by when I expect the share price to double from where it is now.
It has taken more than 5 YEARS for all the red tape hurdles to be overcome, during which the share price fell and fell. But things are now moving briskly. This port is desparately needed to help clear the logjam of ships hindering Indian imports and exports.
dreamcatcher
- 17 Mar 2016 16:02
- 214 of 240
Good for you juzzle. :-))
cynic
- 17 Mar 2016 16:18
- 215 of 240
i've said it before and i'll say it again .....
i think it's far too dangerous for all sorts of good reasons to buy shares in individual stocks in emerging markets
i don't think these markets can or should be ignored, but i'ld rather leave it to the so-called experts with specialist funds
for no particular reason, i chose JII.L to give me exposure to india
dreamcatcher
- 18 Mar 2016 15:07
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dreamcatcher
- 18 Mar 2016 15:10
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dreamcatcher
- 19 Mar 2016 18:38
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dreamcatcher
- 19 Mar 2016 18:39
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dreamcatcher
- 19 Mar 2016 18:40
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dreamcatcher
- 20 Mar 2016 07:46
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dreamcatcher
- 20 Mar 2016 07:49
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dreamcatcher
- 21 Mar 2016 18:39
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dreamcatcher
- 23 Mar 2016 16:01
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dreamcatcher
- 24 Mar 2016 19:58
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dreamcatcher
- 26 Mar 2016 08:45
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dreamcatcher
- 26 Mar 2016 08:47
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dreamcatcher
- 29 Mar 2016 16:55
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dreamcatcher
- 30 Mar 2016 15:45
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dreamcatcher
- 31 Mar 2016 18:55
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dreamcatcher
- 31 Mar 2016 19:32
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dreamcatcher
- 01 Apr 2016 16:13
- 233 of 240
Market Buzz
Numis adds Virgin Money, Derwent and Northgate to 'top picks' list
Fri, 01 April 2016
ARM Holdings Quote more
Price: 1,020.00
Chg: 6.00
Chg %: 0.59%
Date: 15:54
(ShareCast News) - Numis sell-side analysts provided a list of their top picks among large and small cap stocks across the market, including ARM Holdings, Virgin Money, Derwent London, Tullow Oil, Northgate and Vectura.
After another strong set of quarterly results, ARM remains the top pick as Numis believes the recent investments should be taken as a sign of confidence that historic growth rates can be sustained as ARM deepens its value add in existing markets and continues to address new markets.
"The analyst meeting indicated confidence in further growth in mobile despite slower growth in smartphone volumes, with growth coming from higher royalties with increased performance as with v8, multiple cores and additional IP," the broker said, with strong prospects in enterprise infrastructure and 'embedded intelligence'.
The stock trades at a p/e of 28.8x, below the bottom of the 30-55x historic range, whereas prospects to sustain earnings growth at least in the high teens "continue to remain very strong".
Virgin Money was added to the list on the view that it will continue to benefit from both strong earnings growth and improving return on tangible equity (ROTE) while markets remain favourable and mainstream competition is "distracted/restricted".
"Furthermore, improved utilisation of the operating infrastructure acquired from Northern Rock should, in our view, underpin significant balance sheet growth for very little incremental cost." A target price of 490p is more than £1 above the current market price.
Derwent London is another new addition to the top picks portfolio, replacing British Land, with the comment that its return profile evolved through FY15 with the mix of returns has shifting from yields to estimated rental value (ERV) growth.
ERVs have been accelerating since early 2013, they remain some way below levels seen in 2006 but, while slowing, are thought likely to remain positive through to 2019.
"Rising construction capacity constraints and cost inflation increase the likelihood of delays across the broader London development pipeline but DLN has locked in construction packages and costs, in sterling-terms, on three of its four live developments, and is close to finalising the remaining package for 80 Charlotte St."
While there are macro uncertainties such as the mayoral election and Brexit vote, a strong balance sheet, an attractive development pipeline and significant organic reversion off low passing rents, gives analysts confidence in their 3,850p target price.
Tullow, despite being among the most shorted stocks on the FTSE, remains in the list on analysts belief that Tullow "could be ideally positioned for a future recovery in oil prices", as it is able to withstand a period of low oil prices while completing its major development project, the TEN field offshore Ghana where first oil is due in the middle of this year.
On Vectura, Numis set a price target of 264p, offering around 60% updside to the current price on a 12-month view as the respiratory specialist merges with peer Skyepharma in "one of the most complementary mergers in the UK Healthcare sector", as the enlarged group has competitive advantages in both drug delivery and respiratory formulations and offers exposure to several emerging royalty streams through partnerships with Big Pharma partners.
"Vectura specifically benefits from Skyepharma's fast growing earnings and cash-flow, which will, in our opinion, accelerate the enlarged group's transition to being a specialist pharmaceutical company with the financial strength to commercialise novel drugs and devices in niche segments itself."
House stock Northgate is another new name on the list, with a target price of 560p as the shares are felt to offer an "attractive combination of cyclical and selfhelp growth drivers, income attractions, and a valuation that reflects the historic
changes to the depreciation rates and UK operational issues, rather than the scope for further improvement".
dreamcatcher
- 01 Apr 2016 17:11
- 234 of 240
dreamcatcher
- 02 Apr 2016 22:49
- 235 of 240
dreamcatcher
- 03 Apr 2016 21:52
- 236 of 240
Sun, 03 April 2016
Sunday share tips: Card Factory, Direct Line, Epwin Group
(ShareCast News) - Shares in Card Factory are worth buying, said the Sunday Times' Inside the City column. Although its longstanding boss is about to retire and be replaced by discounter B&M's Karen Hubbard, she joins a company whose business model generates fistfuls of cash from an amazingly cheap offering. As Card Factory, unlike its rivals, makes almost all its own cards even the ones it sells for under 50p make a profit.
Analysts at Liberum capital said Card Factory's integrated production facilities create a significant advantage over competitors and predict the company has the potential to bestow £400m in dividend payouts between now and 2023. At the half-year stage for example it paid a 15p per share special dividend on top of a 2.5p interim payout and is expected to increase last year's 4.5p final dividend. Hubbard will be expected to continue the plan to increase the store count 50% from the current 800 in the coming years and not do too much to upset the perfect balance.
Direct Line shares are a 'hold' for Questor in the Sunday Telegraph partly due to its fairly robust income reputation in its few years since splitting off from RBS. Storms and ensuing floods in the north of the UK over the winter will cost the insurer's commercial arm £140m while its car and household insurance businesses have remained in the black to help full year results beat forecasts. There are several issues in the sector to ponder with Direct Line, not least the seemingly increasingly stormy weather.
The state-backed Flood Re scheme will go live on 4 April, to which all insurers contribute but are due to benefit from a rise in potential customers and access to shared data on risky areas. An increase in the insurance premium tax from 6% to 10% by the coming October will see proceeds used to improve flood defences, with insurers expected to shift the cost on to customers. Another factor is about about how to cater for financially squeezed younger drivers, but Direct Line has recruited young YouTube star Alfie Deyes to highlight its telematics-based insurance offering, which is among the most popular in the country.
Epwin Group is a long term 'buy' for Midas in the Mail on Sunday. AIM-listed Epwin supplies plastic products such as door frames, decking, guttering, even chimneys and other fittings for houses. Although a plastic chimney seems strange, Epwin has ridden the back of improving plastics technology which requires less maintenance and are often cheaper. But unlike their traditional brick counterparts they need replacing every 15-20 years, which creates a happy cycle for companies like Epwin.
While the replacement cycle has not moved as fast as some hopes, the cash-rich company has been buying rivals that specialise in other areas such as wood-plastic composites, and fibreglass dormers and roofing. Management are pursuing a steady style of growth, though if forthcoming annual results deliver the forecast 10% profits growth that's far from slouching, with a dividend of 6.6p also expected as part of a rewarding pay-out policy.
dreamcatcher
- 04 Apr 2016 18:32
- 237 of 240
dreamcatcher
- 04 Apr 2016 18:34
- 238 of 240
dreamcatcher
- 06 Apr 2016 20:24
- 239 of 240
dreamcatcher
- 06 Apr 2016 21:32
- 240 of 240