goldfinger
- 12 Jan 2010 20:42
goldfinger
- 27 Nov 2012 16:19
- 3188 of 3532
TEF TELFORD HOMES
Just about breaking out into a
52 week high.
Fingers crossed tomorrow this will
be confirmed on results day.
TEF TELFORD HOMES
Just about breaking out into a
52 week high.
Fingers crossed tomorrow this will
be confirmed on results day.
goldfinger
- 27 Nov 2012 17:05
- 3190 of 3532
Hi Jonuk where have U been ?. Youve been missed.
jonuk76
- 27 Nov 2012 22:26
- 3191 of 3532
Thanks GF :) Nowhere much, just been lurking and reading a few favourite threads for the most part. Must admit I spend less time on here now as I stopped the paid subscription..
goldfinger
- 28 Nov 2012 05:34
- 3192 of 3532
Please keep em coming mate. Its much appreciated.
As is everyone on here.
Dont forget if your a novice no problem, just post away.
We never stop learning in this business.
KullyB
- 28 Nov 2012 13:03
- 3193 of 3532
DEB and LOOKS have had powerful breakout's from their respective bull flags so hopefully targeting yearly highs, all lower indicators pointing up with plenty of room to the upside.
goldfinger
- 28 Nov 2012 17:38
- 3194 of 3532
More more. the guys are back in town.
more kully appreciateed mate.
Seymour Clearly
- 30 Nov 2012 16:21
- 3195 of 3532
Tender price for CSR shares 360p. So I've still got mine, & price is down to 339p now. Happy to hold for the long term, as I bought them at around 225p :-)
goldfinger
- 01 Dec 2012 07:55
- 3196 of 3532
SOS.... Skinny anybody. When trying to post charts off stock watch page Im getting the following happen and for that matter also with all my Favourites. Page is only opening as a small square but then goes to full page when you click on the rstore button in top right hand corner on top menu bar.
Have i get something turned on or something off? Help appreciated cheers GF.
skinny
- 02 Dec 2012 11:49
- 3198 of 3532
GF - depending on whether you are opening a new tab or a new window, have a look here -
"Open New Window" maximized in IE 8
or here
How change the Internet Explorer 8 new tab open behavior
goldfinger
- 02 Dec 2012 12:07
- 3199 of 3532
Cheers skinny, just found the culprit for some reason chrome wasnt fully maximised so it was effecting my main browser IE. I use chrome for just twitter as IE have big problems.
All working now. Thanks very much for your kind help.
phew 2 days of worry sorted.
Hope I didnt take too much of your time, sorry gf.
skinny
- 02 Dec 2012 12:33
- 3200 of 3532
No probs - off to see man about a pint!
KullyB
- 03 Dec 2012 08:24
- 3201 of 3532
Morning All
An old favourite of mine, AVN. It's a broadband satellite provider (wireless broadband which aim's to reach remote area's targeting Europe/Africa and eventually America). Anyway it's had a volatile year if you view the longer term chart and one i've done very well out of this year.
On Friday it had a rather remarkable turnaround posting a "Morning Star" with significant volume and a "Morning Star" is defined as "A significant reversal if seen in a downtrend, it has three candles, the first two are a Star, the third confirms closing well into the real body of the first candle". Positive divergences are also in play on the Stochs/MACD. The lower indicator's have plenty of room for a move to the upside.
Kind Regards All
KullyB
goldfinger
- 03 Dec 2012 09:15
- 3203 of 3532
AVN looking good Kully. I like the MACD postion.
goldfinger
- 04 Dec 2012 09:19
- 3206 of 3532
Interesting...... Inchcape...... been looking at this one aswel.
Deutsche Bank
Markets Research
Europe
Periodical
European Daily
Focus
Tuesday, 4th December 2012
European Equity Strategy 2013 Outlook: Pro Cyclicals
Companies Mentioned
Telecom Italia (TLIT.MI),EUR0.7 Buy Price
Target EUR1.24
Intesa SanPaolo (ISP.MI),EUR1.31 Buy
Price Target EUR1.6
AXA (AXAF.PA),EUR12.67 Buy Price
Target EUR14.3
Adecco (ADEN.VX),CHF45.82 Buy Price
Target CHF54
JCDecaux (JCDX.PA),EUR17.35 Buy Price
Target EUR25
Hunting (HTG.L),GBp806.5 Buy Price
Target GBp1050
BASF (BASFn.DE),EUR69.47 Buy Price
Target EUR76
SKF (SKFb.ST),SEK159.2 Buy Price Target
SEK165
Saint Gobain (SGOB.PA),EUR30.68 Buy
Price Target EUR33.5
Inchcape (INCH.L),GBp429.1 Buy Price
Target GBp480
We are positive on the outlook for equities due to an expected rebound in global
growth to 3.5% in 2013, led by US growth of 2.5%.
In the euro area we expect the pace of deleveraging to slow, the credit impulse to
rebound, and demand to surprise positively in H1 2013. We expect the stronger
GDP growth to improve the fiscal outlook, and for euro area CDS spreads to
tighten.
Three factors that could cause the cycle to turn are 1) an easing in balance sheet
pressures related to the 2011 stress test targets, 2) a slowing in the pace of destocking
in the euro area, and 3) a pick-up in global growth.
In 2012 US household spending was strong, particularly on durable goods and
residential investment. If resolution of the fiscal cliff causes policy uncertainty to
decline, we expect business capex growth to follow suit.
In EM we expect growth to pick-up after 18 months of adjustment, and for the
recovery to regain traction as credit growth stabilizes, led by China.
We expect global growth of 3.5% to drive EPS growth of 6% for the Stoxx 600,
and for the decline in euro area sovereign risks to cause the market to re-rate to
12.5x forward earnings. We expect the Stoxx 600 to rise to 315 by end-2013, and
to 340 by end-2014.
Against this backdrop we believe we should continue to buy cyclicals. The 18%
outperformance of cyclicals relative to defensives since our 2012 outlook note
could be just the appetizer.
The global cyclicals will clearly benefit from a return to 3.5% global GDP growth
and domestic cyclicals should re-rate on the back of a growth surprise in the Euroarea
which might involve a recovery in both business capex and consumer
spending.
A recovery in capex should benefit the revenues of the receivers and enhance the
growth outlook of the spenders. In the next leg of the cyclical rally we need to put
away those ideas that capex is bad.
We recommend overweights in banks, insurance, telecom, chemicals, media and
construction, and underweights in food & beverages. We prefer value over growth
and like the Italian market relative to the Swiss market.
Our 2013 strategy picks are Telecom Italia, Intesa SanPaolo, AXA, Adecco,
JCDecaux, Hunting, BASF, SKF, Saint Gobain and Inchcape.
Michael Biggs
(+44) 20 7545-5506
michael.biggs@db.com
goldfinger
- 04 Dec 2012 09:37
- 3207 of 3532
Further to above note ........
3 December 2012
European Equity Strategy
Deutsche Bank AG/London Page 21
Domestic UK has been amongst some of our main sector recommendations this year
(initially in UK Equity Spotlight 17 February). Given the improvements in the Bank of
England’s credit availability indices (for secured lending to households – see chart in
previous section) which correlate well with the UK credit impulse, this trend could
continue into 2013. Comments from Experian also point to a potential pick up in
unsecured lending. This would benefit amongst others the likes of Inchcape, JD
Wetherspoon and Kingfisher.