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Traders Thread & Thoughts - Monday 19th January (MONI)
Crocodile - 18 Jan 2004 11:58
| Premarket Futures | FTSE +2 | DAX +10 | DOW +23 | S&P +0.1 | Nasdaq +2.5 |
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| London Traders Day 29th January - Traders Room Investors Room | |||
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Ebookers Online travel agency says its gross sales for the December quarter beat market expectations and January trading has begun well across most of its business. Courts household furniture said the weak dollar had hit sales and it was reviewing strategic options. Monsoon fashion retailer said sales in the five weeks to January 3 were two percent up on the previous year, in line with its expectations of its Christmas trading performance. News will be posted at approx 7:35am |
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Monsoon (I), Sanctuary Group (F) Ebookers Trading Update 00.01 Jan Rightmove House price Report
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CLOSED The stock market will be closed in observance of Martin Luther King Jr.'s birthday, |
Infineon (Q1), 07.00 EMU Dec German Produce Prices m/m flat exp. 11.00 EMU Nov Trade Balance 7.5bn exp. |
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Crocodile - 18 Jan 2004 12:00 - 3 of 65
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Headlines Sunday 18th January BAE Systems The National Audit Office is expected to publish a damning report on them and the Ministry of Defence's 20 largest projects, criticising the department for cost overruns and delays to major projects. The report will single out four projects of particular concern - Astute, Nimrod, Eurofighter-Typhoon and Brimstone. BAE, which is involved in all of the projects, has had to make many provisions and redundancies over the programmes.Marconi's reliance on a raft of new contracts from British Telecom BT.L to boost its revival is under threat as BT has decided to award contracts to multiple providers as part of a "mix and match" approach. BT is preparing to spend billions of pounds upgrading its out-of-date copper-wire network, however the project could actually benefit Marconi's rivals - such as Nortel, Alcatel and Siemens. Newspaper publisher Hollinger International has sacked media tycoon Conrad Black as its chairman.He is also being sued along with one of his top deputies for more than $200m. Transport Secretary Alistair Darling is preparing to announce the biggest shake-up of the rail system since privatisation. The Strategic Rail Authority is set to be largely stripped of its powers under the changes, expected to be detailed on Monday. The UK mortgage market was driven by people remortgaging, research has claimed. People wanted to get a better deal or to release cash from their property during 2003, analysts Datamonitor claimed. Royal Bank of Scotland has been identified as the most suitable candidate to buy Standard Life. |
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| SUNDAY TIMES Ireland: Gardai may quiz CRH on leaked emissions plan British Airways prepares to axe jobs in 300m cost-cutting campaign M&S rules out bid for Safeway Scottish Radio takeover looms after Emap deal Acquisitive RBS chief is in pole position to crack Egg Lehman Brothers looks to bite into Thorntons Invensys chief plans 500m rights surprise EMAP Cowdery ahead in Royal and Sun Alliance life bid Bank of Ireland tipped as top takeover target |
Judgement Day: Should you buy shares in Ted Baker? Sharewatch: Dobbies Garden Centres Directors' Deals: Boss snaps up cut-price M&S shares BP: oil price will stay high Share price has BP over a barrel Should you buy shares in Qualceram Shires? Marconi Corporation Making millions from misery Prudential, Acquisitive RBS chief is in pole position to crack Egg |
| SUNDAY TELEGRAPH Numis Corporation Centaur on market for 130m Leeds 'suitor' yet to prove funds Manchester United Gardner sues for peace over Ferguson's horse |
Marks & Spencer Taking it on the chin Shell Transport Group When will Watts come out of his shell? Shell investors reject Watts' explanation |
| Glisten Confectionery firm has become sweeter with investors since its flotatio in 2002 and last week unwrapped the 6.5 million purchase of wine gums and jelly babies maker Fravigar. Acquisitions are a core part of its strategy to become a niche food producer and the Fravigar deal follows the 1 million purchase of confectionery packaging firm Sunya in October. Analysts expect Glisten's profits to grow more than 30% to 1.8 million this year with its focus on niche products such as chocolate-coated raisins and popcorn helping to protect it from tough market conditions. Buy at 185p. InTechnology, the data technology company, last week posted an upbeat trading statement with the announcement that strong demand for storage hardware and software had led to a record quarter for its core storage division. Chief executive Charles Cameron said the group is now confident of a 'solid outcome for the full year'. Analysts are predicting an upturn in the data storage market in 2004 and the share price looks good value. Buy at 73p. Austin Reed seems to have suffered more than most with the departure of chief executive Roger Jennings on Thursday capping a disappointing festive season. Sales dropped 11.3% on a like-for-like basis during the 22 weeks to January 10 while total sales also fell 5.2%. The share price is overvalued and appears to reflect continued speculation that Austin Reed will be a takeover target this year. But a bid may not be forthcoming as the retail sector suffering a crisis of confidence and investors should sell at 136p. | |
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OBSERVER Hunters Leisure Black in new US legal drama Amec loses out to US in Iraq deal Get rid of Watts, say Shell investors Barclays job is sop to politically correct City |
Will Emap's Zoo give lads more balls than Nuts? Shell shareholders seek reserves and answers Hunters Leisure Barclay brothers in Telegraph bid Doubts over Invensys chief's future |
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MAIL ON SUNDAY BT at war in the boardroom, Feud as rivals vie for top job Manufacturers boosted by BAE rumour Pay vote shame for Standard chiefs, Policyholders 'to punish the board' Centaur Comms in 160m flotation, Magazine publisher seeks AIM listing Spirit puts 600m pubs on sale, Backers eye stock market flotation |
Funeral chain in 100m market float, Big windfalls for Dignity bosses BOC boss walks away with 1.5m, Another generous payoff from gas group Casino group hits a losing streak, Stanley Leisure profits in 5m hit Sale in the offing for Tradeweb, Bonds trader in talks with suitors Boots warns of more job cuts, Axe to fall on head office |
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INDEPENDENT Ofgem set 'unlawful' terms for Powergen takeover Marconi revival threatened as BT casts the net wider Lloyds to be a bid- free zone till 2006 BAE in deep water over defence deals |
A race against time to put success back into M&S Lloyds TSB Business View: US banking deals are big and bad and can't be ignored by the Brits RBS Business View: US banking deals are big and bad and can't be ignored by the Brits |
| Matalan has been out of favour with investors since it warned that pre-tax profits for the current financial year would not top 70m. Slow sales, caused in part by the unusually warm November, meant it was forced to cut prices earlier and more deeply than expected over the festive season. Matalan is looking to cut prices on spring and summer fashions to boost like-for-like sales, while slowing its store opening programme. Speculation in the City remains that the retailer is a potential takeover target. Buy with caution at 165p. | |
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SCOTLAND ON SUNDAY Struggling Eurotunnel faces rebel showdown Share buying fans send Celtic stock soaring Walt Disney in hunt for SMG's GMTV stake Macfarlane speeds up non-core property sell-off New marketing chief for Royal Bank of Scotland |
Aegon NV Sign of things to come in the 1% world SMG and Scottish Radio Holdings under scrutiny GKN dismisses talk of BAE deal Leeds United faces deadline |
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SUNDAY EXPRESS EMI Two upgrades from brokers last week were music to the ears with the City increasingly confident that the three-year slump in the music industry was finally over. Fourth-quarter sales growth of 4.3% is believed to have been achieved through better releases, litigation against illegal digital downloads, the impact of digital downloading devices iPod and iTunes and an improving economy. The UK market is growing and the recent adoption of an EU copyright directive gives bodies such as the music industry the opportunity to sue illegal downloaders so growth rates may still improve. Buy at 230p. HMV last week buoyed investors with a strong festive performance - marked by a 52% rise in DVD sales. Analysts said the group has the edge in music compared to supermarket rivals and is poised for further growth. Buy at 189 3/4p. French Connection's robust wholesale business and a consumer recovery in the US will ease fears about weaker clothing sales over Christmas. Analysts think FCUK can continue to grow in the UK because of its strong brand and the group has also signed some exciting global licensing deals. Buy at 328p. |
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INVESTORS CHRONICLE Tips: Buy - Hilton (HG), Wincanton (WIN), Minerva (MNR), Fountains (FNT), Cardpoint (CASH) and Victoria (VCP).Updates: Fenner (FENR) - Good value. William Hill (WMH) - Buy. Coutts (CAH) - Fairly priced. Codascisys (CSY) - Buy. Shell (SHEL) - Buy. |
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SHARES MAGAZINE Plays of the Week: Buy - Bovis (BVS), ServicePower (SVR), Centrica (CNA). Sell - Bunzl (BNZL), Brown & Jackson (BRJK). |
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lr4850 - 18 Jan 2004 12:20 - 4 of 65
New to this BB. Great Thread. Read your article on trading patterns and bot trades.Have you any views On the RSV alleged market abuse and EVO. I feel that EVO have been up to no good with OMH - a share I hold and wondered whether you have observed any odd trades with this share ?
Crocodile - 18 Jan 2004 12:35 - 5 of 65
Sorry I havent been watching OMH but I will keep an eye on it following your post. Perhaps some of other posters have noticed odd trades?
optomistic
- 18 Jan 2004 12:37
- 6 of 65
I read your thread everyday, the work you put into producing 'Traders Thread & Thoughts' is very much appreciated.
davet1p - 18 Jan 2004 13:07 - 7 of 65
Read and much appreciated, thanks.
Crocodile - 18 Jan 2004 13:41 - 8 of 65
How do you see the markets in the near future?
theresearcher - 18 Jan 2004 14:08 - 9 of 65
theresearcher - 18 Jan 2004 14:09 - 10 of 65
A must read for me. Keep up the good work.
Melnibone - 18 Jan 2004 16:21 - 11 of 65
Helps to curb my sometimes over-optimistic belief in my own positions. :-)
I think there's something for everyone here. There's up to date
news and peoples different take on it.
There is a good blend of posters ranging from experienced 'Old Hands'
to beginners.
You get an idea which stocks folk are looking at to either rise
or fall when they give information about what they are long or
short on and why.
It helps to chat and share views so that you do not sit in isolation
repeating past mistakes through poor strategy and bad money
management.
What's pleasing is that we can share opposite views on the same stock
without resorting to juvenile name-calling or egotistical put-downs,
just using good-natured banter and leg-pulling instead.
If there are any lurkers or 'newbies' who haven't plucked up the
courage to post a view or a question, give it a go.
Don't be put off by the odd 'prat' you read on other threads or sites
who'll try and score points off you with a smart remark,
it's them that's got the problem, not you, they're just trying
to bolster their own fragile egos.
Give them a pat on the head, tell them that you understand
and wish them a speedy recovery. :-)
Melnibone.
BBaggins - 18 Jan 2004 16:39 - 12 of 65
stockbunny
- 18 Jan 2004 17:00
- 13 of 65
including me. My thanks to you as a gentleman for putting up with this
bunny's odd thoughts, strange trading strategies and at times
daft humour on your thread!
I am delighted to be able to pop in at times with coffee & do'nuts
and share thoughts and ideas with the regulars.
capt M - 18 Jan 2004 17:58 - 14 of 65
Mike
Stan
- 18 Jan 2004 18:18
- 15 of 65
Echo all of the above.
Good trading all, on what looks a quiteish week over here(reporting wise),but a fair bit more from the states, might have some impact over here...just like it used to and not the 20 or so PTS movements we have been getting.
Regards
Stan.
roma - 18 Jan 2004 18:19 - 16 of 65
MissLoadsadosh
- 18 Jan 2004 20:07
- 17 of 65
am looking forward to the London Traders Meet.
Fundamentalist
- 18 Jan 2004 20:13
- 18 of 65
Great thread as always, helps me to focus on what i plan to do in the forthcoming week. Keep up the great work - it is appreciated by an awful lot of us
character - 18 Jan 2004 20:22 - 19 of 65
Crocodile - 18 Jan 2004 20:31 - 20 of 65
bishopjeremy
- 18 Jan 2004 21:03
- 21 of 65
many thanks for your invaluable help
chartist2004
- 18 Jan 2004 21:34
- 22 of 65
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