After 2011 disaster,lets hope for some opportunities to present themselves? Perhaps my biggest mistake was not selling on news as i intended,market being much mire short term nowadays.
What's for sure the demand for oil will not go away,maybe a short term blip which will bring a buying opportunity?
Gold perhaps once the strength of the dollar runs it's course?
Copper,steel and coking coal have been in demand once things pick up?
How about Iraq,riches or rags??
So many things to weigh up,but short term seems to work,taking profits(however small) as most SP's seem to drift after news allowing a buy back chance?

Enough of my ranblings,lets get through today first.

.

Agreed. Lots of fluctuations, but the trend has to be up.

We have over 7bln people to feed, and support to develop. There should be less fighting and killing and more tolerance.

I think there will be more competition in the banking industry, especially against the big institutions like GS and alike by Asian banks. The final result will be more moderation and less surprises.

Disclaimer - my portfolio currently sits at a ~40% loss, though this is up from May time when was lower still however....

my 'long term plays' [12 months +] tips for 2012

GLEN @392p, LLOY @26p, RSA @106p, IUKD @ 678p - all ISA'able [all bar LLOY pay a divi]

My shorter term plays [higher risks and fallen lots already]

AEX @ 4p, RRL @ 7p, SAC@ 3.5p [all ISA'able]

and my 'NOT for widows & orphans' ORE, OTC, RGM, SAR & VOG.

I hold all bar GLEN and will when funds permit.

Bon chance

Alex

Ahoj,

Agree with your sentiments.

But there is little sentiment in the market.

If you have cash, I would put it back in your pocket and watch for another few months.

Run a non reality portfolio to convince yourself.

Even if you are using S/bets or equivalent you can be burning up your pots on wider spreads and still a direction less market.

Chart reading in the present "atmosphere" is like counting the stars and banking on an odd number total.

With Iran, Israel, America and a few neighbours squawking at one another, the markets are going to continue to wobble. Which way and when is anybodies guess.

I hold a few shares for long out, (12-18mths). But I have been frequenting altars and shrines for the last few months, even though I am a pagan.

There are a few relatively high yielding "safe" share still out there, but DYOH very, very, carefully.

Good Luck.

The Sunday Times - Share tips for 2012 - Published 1/1/2012
Today's Business section of the Sunday Times has an article called "Our share tips for 2012" in which Sunday Times staff pick the shares they believe will do well in 2012. Their share tips for 2012 are:

Lamprell - Buy at 268.7p
3i - "3i's shares look cheap"
Whitbread - "At 1,564p the shares are worth a shot"
Cable & Wireless Woeldwide - The huge difference between market worth and asset value suggests they could be broken up or taken over in 2012
Segro
Invensys - "The shares look cheap"
Mitie - "Mitie's prospects for 2012 are excellent"
Essar Energy - "Fill your boots"
Tesco - Buy at 403.4p

Sunday Telegraph 2012 Share Tips
Coming soon


The Guardian Share Tips For 2012 - Published 27 December 2011
In an article published on 27/12/2011 the Guardian looked back at the performance of their 2011 share tips and made the following tips for 2012.

Zoe Wood tipped Sports Direct International
Julia Finch tipped Kingfisher
Terry Macalister tipped Amec
Mariana Resources was tipped by Nick Fletcher
Sphere Medical was tipped by Julia Kollewe
Simon Bowers tipped Martston's
Rupert Neate tipped Pace
Man Group was the choice of Jill Treanor
Richard Wachman tipped Vodafone
Juliette Garside tipped Daisy Group


Shares Magazine Tips For 2012 - Published 22 December 2011
The Christmas issue of Shares magazine has an article called "Tips for 2012" where the Shares team names its 16 shares to follow for 2012

Large Cap Tips for 2012
Buy British Sky Broadcasting (BSY) at 725p
Buy Rolls-Royce (RR) at 709p
Buy GlaxoSmithKline (GSK) at 1,439p
Buy Royal Dutch Shell (RDSB) at 2,331p
Buy Telecom Plus (TEP) at 771p
Buy SABMiller (SAB) at 2,157p
Buy Tesco (TSCO) at 386.4p
Buy Whitbread (WTB) at 1,509p

Mid & Small Cap Tips for 2012
Buy Biome Technologies (BIOM) at 0.15p
Buy dotDigital (DOTD:AIM) at 8.12p
Buy Discovery Metals (DME:AIM) at 86p
Buy Filtronic (FTC) at 18.4p
Buy Globo (GBO:AIM) at 20p
Buy Optos (OPTS) at 202p
Buy Serica Energy (SQZ:AIM) at 18.25p
Buy Walker Greenbank (WGB:AIM) at 48p

The Sunday Times (18/12/2011)
Top stocks to help see you through the recession
The Money section of today's Sunday Times has a double page article called "Five themes to beat low growth in 2012". Part of this article discusses broker share tips for 2012. Shares mentioned include:

Vodafone
Diageo
Intercontinental Hotels
Royal Dutch Shell
Prudential
Glaxo Smith Kline
Hunting
Pennon
Ricardo
Kenmare Resources

http://www.telegraph.co.uk/finance/markets/8984420/Telegraph-share-tips-for-2012.html

Thanks DC

http://www.thestreet.com/stock-market-news/10579592/top-rated-stocks/top-rated-stocks.html

Some companies worth checking out,

PTR ,RXP both with rtesults expected in the very near future.

Any company in Iraq, GKP,AFR,PCI,HOIL and GENL come to mind. Political risk?

CLF,HMB,VGM,AAZ and MML are my gold tips. Only a matter of time before gold recovers. imho.

CHL has a massive coal resource.Court appeal hearing later this month.

AFC if they get their tech up and running,then wow.

Always consider taking profits on news,or at least top slice.

Edit; BLVN(see thread).

Any company in Iraq, GKP,PCI,HOIL and gENL come to mind. Political risk?

You left out AFR and PET

Only a matter of time before gold recovers. imho.

Trouble is when it goes up the gold share's don't ,its more to do with the dollar , risk aversion and other methods of investing in Gold

Added AFR(mistake)don't know PET.

PET , is not really worth adding

Just remembered BLVN,GFM and JLP,patience with these two,they will recover imho.

Concerning post #3, "We have over 7bln people to feed, and support to develop. There should be less fighting and killing and more tolerance."
Surely if there were more wars and more killing there would be less mouths to feed?

.

I think that subjects for the NOWT thread?

.

FUM heavily tipped by Shares Mag. Have posted the article on the FUM thread.

http://www.thisismoney.co.uk/money/news/article-2080475/The-Mails-City-reporters-reveal-market-tips-coming-year.html

some more tips from the 'pro's'

DYOR etc.

Alex

Defensive divi payers I already hold but still like are RSA @ 107.80p and SBRY @ 310.30p
This surely must be the year for AMER @16.75p
BHR @ 9.52p are increasing output, and once the rail road is sorted the sp should improve markedly.
Finally SER @ 2.27p are getting their act together.
Good luck and good health to all for 2012
2517