goldfinger
- 12 Jan 2010 20:42
goldfinger
- 22 Nov 2012 02:34
- 3166 of 3532
Broker UBS...
U.K Outlook 2013: Triskaidekaphobia Macro: The fear of ’13
Triskaidekaphobia is the fear of the number 13. Although there is plenty to fear, with the
pending US ‘fiscal cliff’ and continuation of the Euro crisis, we believe further steps to resolve
current concerns should be achieved this year and, as such, our economists are forecasting a
r.eturn to trend global GDP growth by 2014. FTSE 100 target = 6,300
Our end-2013 index target of 6,300 is based on a modest P/E re-rating to 11.5x (currently
10.5x), and earnings growing 3% in 2013 and 7% in 2014. Earnings growth should improve
given: (1) a brighter GDP outlook; (2) currency should be less of a drag; and (3) commodity
p.rices are unlikely to see a repeat of this year’s falls. Three themes for 2013
(1) We prefer stocks exposed to the US (US-exposed UK stocks, BBG: UBSHUSUK) and
emerging markets where growth prospects are more promising, cherry-picking stocks at
reasonable valuations. (2) We like dividends in a low-growth world but move up the risk curve in
search of higher yields and better valuations. (3) We look to “self-help” in an uncertain
backdrop, and see share buybacks as one way of boosting returns through higher leverage,
g.iven the yield gap to corporate bonds is at record highs – see Chart 2. Sectors
We like sectors that have lagged and are offering attractive valuations, such as food retail and
oil & gas, as well as sectors that are suited to the improvement in global lead economic
indicators, including the miners and media. We are cautious on the more expensive ‘safe-haven’
sectors, including the consumer staples.
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goldfinger
- 22 Nov 2012 02:59
- 3167 of 3532
wrong thread edit.
goldfinger
- 22 Nov 2012 09:37
- 3169 of 3532
P&F Breakouts: Nov 21, 2012.
Symbol Name Industry Signal Signal
Price Price
Objective Stoploss Latest
Close
FTSE350
BOY Bodycote International PLC FTSE350 Engineering & Machinery Bull 390.00 465.00 360.00 389.5
FDSA Fidessa Group PLC FTSE350 Computer & Software Services Bull 1380.00 1620.00 1240.00 1394
Other
BRAM Brammer Plc Bull 260.00 295.00 235.00 256.75
DRTY DARTY PLC FTSE350 General Retailers Bull 48.00 57.00 43.00 49.75
EMIS EMIS Group PLC Bull 880.00 1020.00 800.00 885
GKP Gulf Keystone Petroleum Bull 188.00 260.00 168.00 197
HYC Hyder Consulting Bull 405.00 495.00 370.00 419.5
TTG TT Electronics PLC Bull 132.00 174.00 112.00 131.25
goldfinger
- 22 Nov 2012 09:39
- 3170 of 3532
goldfinger
- 22 Nov 2012 11:24
- 3171 of 3532
Just out..........any takers??.
22 Nov Imagination... IMG Goldman Sachs Conviction Buy 429.85 423.80 700.00 700.00 Retains
It is Goldman Sachs.
goldfinger
- 23 Nov 2012 08:01
- 3172 of 3532
ETI ENTERPRISE INNS
Chart breakout since results very bullish
on very high volume.
Longer term chart showing we have resistance at 94p (march) to
overcome and 97p (apr/may) resistance to overcome.
But on inspection of lower indicators their is still
plenty left in this stock. Just look at how low RSI is.
Looks a very bullish technical set up imo.
goldfinger
- 23 Nov 2012 08:53
- 3173 of 3532
CPG looks like its one to watch on verge of a breakout.
Made some good money trading this one.
goldfinger
- 23 Nov 2012 10:29
- 3175 of 3532
Boring shares are usualy the biggest gainers.
Trying to reposition out of small caps back to FTSE 250 and 350. Found a bit of form this week after a fortnight with the Yips.
goldfinger
- 23 Nov 2012 10:30
- 3176 of 3532
Will update the charts at top of thread this weekend. Been a busy week for me on market.
Wish Cameron would kick some ass and get it over.
goldfinger
- 24 Nov 2012 03:12
- 3177 of 3532
Right updating the charts at top of page, funnily enough its only the 12 week highs were my criteria as been breached. A few of the 52 wc charts are sat on 25 day EMA looking to bounce so im leaving them.
12 week highs out goes........ GFRD MKS MOSB ASY GRI TALK
goldfinger
- 24 Nov 2012 04:07
- 3178 of 3532
New BULLISH TRENDING CHARTS added ....AVON DXNS PRU BSY...52 week highs.
NEW BEARISH TRENDING CHARTS added......... surprisingly....IMG!!!!
12 WEEK HIGHS added...... BARC RBS TNI INCH PZC
Seymour Clearly
- 27 Nov 2012 09:47
- 3179 of 3532
DXNS moving up nicely. Trading update Thursday I believe, worries over the impact the Comet fire sale will have had, but that's a short term loss, long term gain I'd have thought.
Seymour Clearly
- 27 Nov 2012 09:50
- 3180 of 3532
I've offered my CSR shares at 370p for the tender. Max price to be offered is 375p, so will be interesting to see if they go. Current price around 360p.
goldfinger
- 27 Nov 2012 10:10
- 3181 of 3532
SC have you got a link for above please?.
Seymour Clearly
- 27 Nov 2012 10:16
- 3182 of 3532
CSR did you mean?
http://www.moneyam.com/action/news/showArticle?id=4483946
or
http://www.moneyam.com/action/news/showArticle?id=4472814
TENDER OFFER The Company has announced its intention to return up to a maximum value of
GBP176.69 Million to Shareholders by way of a reverse auction tender offer. Eligible Shareholders can tender
some or all of their holding of Ordinary Shares at a price/prices within the Price Range. TERMS: Shareholders
may tender their shares at a minimum price of 335 pence per share and a maximum price of 375 pence per share.
All tenders within such range must be made at 5 pence increments. Acceptance of tenders of Ordinary shares will
be accepted by the Company in ascending order of the Tender Price, starting with the lowest tender price validly
tendered under the Offer. Once tenders of Ordinary Shares by Eligible Shareholders at the Lowest Tender Price
have been accepted, the Company will then accept tenders at the next lowest Tender Price and so on, until the
Aggregate Maximum has been accepted.
goldfinger
- 27 Nov 2012 10:32
- 3183 of 3532
Never come across this before..interesting. I did have a fleeting glimpse of it sun night and wondered what the heck??. Think I get it now.
Seymour Clearly
- 27 Nov 2012 11:53
- 3184 of 3532
Wasn't sure what to do myself but I thought I'd pitch them high & see if anyone wanted them! Am well in the money with these anyway so am happy to hold if they don't get taken up.