Looking to invest 150000 has anyone got any ideas on what to invest in.
looking at Pipex and Healthcare enterprise group

Surprised no takers yet for the 150K Challenge above. Imagine being able to start again without the dead wood in your portfolio! Or are you overcome by the brilliant analysis?

Eric

Echo Opto comment of 6th November - who needs fund managers? Remember the day may well come when you find internet access to brokers cut off and all telephone lines engaged, whilst prices drop before your eyes. This is for your fun money. With my 150K I would take slightly less risky approach. Keep HSBC/Tesco as blue chips. In established cos change Alizyme, Telecom Plus and Topps for AG Barr,Halma and Domnick Hunter - lovely cash generation feeds good and growing dividends. Many to choose from in emerging cos (some of which will fail) and cannot argue with your choice, but personal preference would favour Fayrewood and Imprint Search in the short term at least (both now profitable and with good prospects)over PET and YOO.

partridge

Agree comment re fund managers. diy approach becomes a better route with informed input on these BBs from people who (a) know their onions; (b) know their investments inside out. Its a stock-pickers market. Thanks for PR portfolio - Unless you want to do it, I'll post this evening with shares allotted on basis of closing offer price (easy to do as variant on my ER portfolio). Other players?

Eric

Eric

Very happy for you to do the posting - thanks.

Lloyds Bank
Framlington Second Dual Zero Div Pref
Civilian Content
Finsbury Food
Marchpole
Alliance Dresdner Income Growth Ordinary
Ideal Shopping
William Ransom
Investec High Income Ordinary
Simon Group
Equal amounts in each even investment trusts can give good returns

poacher45

Thanks for entry. Have logged the shares with offer price. Have you offer price for the Framlington plus Alliance Dresdner plus yield and PE?

Eric

Partridge

Invested your 150K as requested in the PR Portfolio! Don't see Domick Hunter to give it a PE or yield. All looked blue today which suggests you might have an upwardly mobile portfolio.

______________ EPIC level pe__ yield price shares

HSBC__________ HSBE 25K_ 15.2 3.7__ 914__ 2735
Tesco_________ TSCO 25K_ 17.6 2.4__ 293.5 8517
Bloomsbury____ BMY_ 10K_ 16.2 0.9__ 257__ 3891
Ottakar's_____ OKR_ 10K_ 10.7 1.6__ 360__ 2777
AG Barr_______ BAG_ 10K_ 13.1 3.6__ 730__ 1369
Halma_________ HLMA 10K_ 23.4 3.9__ 16.6_ 6359
Domnick Hunter DKH_ 10K_ -___ -____ 395__ 2531
ASOS__________ ASC_ 10K_ 82.2 -____ 82___ 12195
Healthcare Ent HCEG 10K_ -___ -____ 2.00_ 500000
Pipex Comms___ PXC_ 10K_ -___ -____ 7.5__ 133333
Fayrewood_____ FWY_ 10K_ 0.4_ 9.2__ 137__ 7299
Inprint Search IMP_ 10K_ -___ 22.8_ 156__ 6410

Good luck! Eric

Alliance Dresdner Price 46p P/E 6.7 Dividend Yield 13.74%
Framlington Price 138p No P/E or Dividend.
Hope this helps.

Eric, heres my list don't think it fits perfectly into your criteria though.

FTSE

TSCO 20,000
RSA 20,000
CNE 10,000

MKT CAP 100m +

HRN 20,000
AZM 10,000
NLR 20,000

SMALL CAP

MPH 12,500
ASC 12,500
CCN 12,500
ACE 12,500

cheers

capa

Domnick Hunter has yield 2.6% and P/E of 16. Don't forget the "n" in the middle. Please also note spelling of Imprint. Many thanks. Have dealt since 1972 and probably had more blue days than red, made some money, lost most of my hair and had a lot of fun!

Partridge
IMP FWY yields.
What are these figures?

Justmoney - have you thought about looking outside of equities? If i had 150k spare i would look to a) pay off my mortgage; b) buy property; c) invest in fixed term bonds (you can get 5.5% to 6% guranteed over 1 year); d) buy gold.

If I had 150K I'd buy a brothel. Load's a money!

MS

Is that the going rate for a brothel then ? Seems cheap !

How do you advertise when selling. "room with a screw" perhaps

capa

poacher45, capa

Thanks for input. We seem to have lost 'justmoney' though! Realised that its not sensible for me to log the portfolios - the major problem is formatting the wretched things to post the result. Happy to do a monthly report on ER and PR, as that is a variant on my own. Hope you put yours on a spreadsheet and post it: first, the initial shares bought and then a portfolio evaluation based on end-of-month prices. I think the results should be informative for ourselves plus any new investors. If mickeyskint can include the figures (or vital statistics!) for his brothel, so much the better!

Eric

50K on mary 36-24-36
50K on suzie q 40-24-36 (Inplant job)
49999.50p on bald headed sally ( Keep's her teeth in a jam jar next to the bed)
50p on me, management & consultancy fee and general tester.

MS

mickeyskint

I like it (sorry, them)! Will look forward to your end of month trading account!

Eric

Torquay - yield on IMP is nil (although I hope that will soon change now they are profitable/cash generative) and negligible 0.4% on FWY (again they should be able to afford more on 2004 result if half year bullishness and recent trading update prove well founded). Sorry for error above ( don't want to blame Eric as he has done all the work!).

I have 250000 to spend which i have decided to purchase 4 buy-to-let flat/House (Deposit - 100000/25000 each flat/house) i already have two but-to-let properties and rest is going to be invested in shares.

So far shopping list looks like this:

Tesco
Pipex
Healthcare Enterprise Group
Alizyme
Colt Telecom
Medical Solutions
Sterling Energy
Yoomedia
HSBC - Maybe

What do you guys think?

A big YES for SEY (mirror symmetry - how odd. A good portent?)

I also like Tesco - their move into the Chinese market will increase shareholder value over the next few years. And do you notice the number of Tesco Express outlets that keep apperaing in small towns and villages. They always seem to be full of shoppers and always advertising job vacancies. These boys are growing and the housewifes seem to like them. I remember the old days of 'pile it high, sell it cheap'. But now quality seems to be their thing.