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CC,

Thank you.

Thank the lord, the losses are small compared to total holdings, but still annoying, but may rein in my greed.

I will probably continue my hold of IRV as a warning to myself.

We are probably in for a rocky time for quite a while.

Have a look at TW. yields and possibilities over next few years.

Thanks for the tip on TW. I can't take any more construction or construction related stocks. 66% of my portfolio is on construction and I'd rather like to reduce it. It's not happening though as they keep going up whilst the rest of my portfolio mostly goes down.

I'll post some stuff on the IRV thread later so not as to clutter this one

Copy.

CC.

Looked at CTO.

I have put in on my watch list.

At the moment trying to keep my hands out of my pockets and dividends.

Also, the spread is about 2% and although it has cash in hand and projections seem good as well as the charts suggest to me, an up movement, I am still hesitant.

My holdings seem tilted similarly to yours, with a smattering of shares outside "Builders" and similar.

Also, I hold Ibst and Accsys. (Interesting company.)

CC.
If you don't hold it already, cast your eyes over AHT.

I think it may be rebounding from recent ~ 25% drop, but served me well since 21/10/2013

Poor yield, but good projections and also mainly operating in USA.

Good Morning.

The Papers

Good morning!

Morning all.

Good morning. More blue again. Yeeehhaaa

GBP GDP m/m 0.2% 0.1% 0.1%

GBP Manufacturing Production m/m -0.3% 0.4% -0.9%

GBP Construction Output m/m 0.6% 0.2% -0.2%

GBP Goods Trade Balance -12.0B -11.4B -11.9B

GBP Index of Services 3m/3m 0.3% 0.2% 0.3%

Summat going on. Cable and banks moving fast.

Edit: Evening Standard reporting it's increasingly likely Brexit delayed.

Cable has come back most of the move now. not sure what to make of it all.

LLOY briefly hit 55.5

Edit 2: May says not delayed but the market doesn't seem to believe her

TEP.

Have held for a few years with good returns for "me".

Maybe worth a look, but maybe looking for a retracement.

Is thought by some overpriced but, but, but!

Yield reasonable and projections "seem" OK, but P/E is a little expectant!