Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.
  • Page:
  • 1
  • 2
  • 3
  • 4

Traders Thread - Week commencing Monday 04th February 2019 (TRAD)     

CC - 08 Feb 2019 07:58 - 62 of 78

Good morning

Fred1new - 08 Feb 2019 09:31 - 63 of 78

6/28 red, but a b. better than the end of the market yesterday.

Skinny, you posted earlier that you had ignored "Builders".

One of my reasons, as well as being stupid, for being a little too heavy in this sector are the yields on some.

Hope over a period, to get rewards.

CC - 08 Feb 2019 09:52 - 64 of 78

All of mine blue or flat apart from SFR but tbh I suspect I'm still down after yesterday. Not by much though as NMCN which was NMD to the rescue.
Chart.aspx?Provider=EODIntra&Code=NMD&SiChart.aspx?Provider=EODIntra&Code=NMCN&S

CC - 08 Feb 2019 10:19 - 65 of 78

I think Fred you will be ok with the builders long term. Certainly any resolution to Brexit will be a positive as consumers are clearly holding back on expenditure (which is presumably going to savings). I think it's reached a point that even a hard Brexit (not that I want that) isn't going to be so damaging as much of it is already in expectations.

Further I think there will be a move to a higher proportion of houses being built by the big developers as availability of finance in the AFM dries up. Interesting article on one lender in this sector
I worry we have hit the tulip point on AFM.

Fred1new - 08 Feb 2019 11:14 - 66 of 78

My guesses are similar.

I think the large builders have enough cash in hand for a down period of 2years and there is an ongoing "need" of housing. At what prices not certain. But expect, unless it is a very soft or no exit, then the UK economy and the pound will drop like lead weights for a couple of years.

Is a pound in an ongoing "business" or "industry" worth more than a pound in the bank.
(Which sectors? Noticed Skinny buying CNA.)
Don't know!

skinny - 08 Feb 2019 11:31 - 67 of 78

Fred - I didn't ignore the builders as such, I just wasn't wasn't watching them over the last couple of months - one of my larger holdings is JLG.


As I posted (somewhere) I've been moving into REITS in my SIPP, IMO - worth a look.

Fred1new - 08 Feb 2019 12:16 - 70 of 78

skinny,

Thanks.

I have skimmed the 350 REITS.

Interesting, I will wait a while with cash in hand.

skinny - 08 Feb 2019 13:35 - 71 of 78

CAD Employment Change 66.8K 6.5K 9.3K

CAD Unemployment Rate 5.8% 5.7% 5.6%

Fred1new - 08 Feb 2019 16:36 - 72 of 78

12/28 red.

Val down.

Not my best week.

Claret Dragon - 12 Feb 2019 06:54 - 73 of 78

Morning

kimoldfield - 12 Feb 2019 07:21 - 74 of 78

Good morning!

Stan - 12 Feb 2019 07:59 - 75 of 78

Morning all... again.

Fred1new - 12 Feb 2019 08:49 - 76 of 78

Thought I had got up again!

Stan - 12 Feb 2019 09:00 - 77 of 78

😃

Fred1new - 12 Feb 2019 17:53 - 78 of 78

Not a very enjoyable day!!!!!
  • Page:
  • 1
  • 2
  • 3
  • 4
Register now or login to post to this thread.