Tips and potential winners

MC Yellow said:
Couldn't bring myself to invest given that they only paid £300 mil to the DM family a few years back and were now floating at £2.1 bil wasn’t it?

Glad you’re on a gain though 👍
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I didn't know that. Hopefully the family were ok with what they got.
 
Financial advisors in the opinion of many are a waste of money.
When making investment choices if you do your own research and it fails then it is your choice. Even advisers get it completely wrong. I understand that some were suggesting Northern Rock just before it’s collapse.
A book I’ve just finished reading, How to Own the World by Andrew Craig is useful, giving help in understanding in accounts produced and also charts etc. It’s also a matter of determining what sector will benefit when the econome picks up. My thoughts are that the drinks, hospitality and airlines will do well. Oil should recover too.
Particular companies in mind, Wetherspoons, IAG and BP spring to mind. BP pay dividends too, and are gradually going green, and have streamlined their business.
Its worth looking to see where Investment Trust managers move their funds too.
Diversification is key too. I wouldn’t want to invest too much in TESLR for,example
 
Have to say, I have never used a financial adviser for investment advice. Other than for life insurances and B2L mortgages, which is facilitated through a family friend.

Given the past 10 months, I think you would be pretty hard pushed to find a stock that is not going to be much better placed over the next 2-3 years.
 
Peterdev said:
Financial advisors in the opinion of many are a waste of money.
When making investment choices if you do your own research and it fails then it is your choice. Even advisers get it completely wrong. I understand that some were suggesting Northern Rock just before it’s collapse.
A book I’ve just finished reading, How to Own the World by Andrew Craig is useful, giving help in understanding in accounts produced and also charts etc. It’s also a matter of determining what sector will benefit when the econome picks up. My thoughts are that the drinks, hospitality and airlines will do well. Oil should recover too.
Particular companies in mind, Wetherspoons, IAG and BP spring to mind. BP pay dividends too, and are gradually going green, and have streamlined their business.
Its worth looking to see where Investment Trust managers move their funds too.
Diversification is key too. I wouldn’t want to invest too much in TESLR for,example
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I have just recently consulted with "the man from the Pru" for a second time, he gets paid a lot in terms of percentage and perhaps more than his advice is worth but, it made a lot of sense to myself and Mrs Lounger.

In mentioning Wetherspoons, you have mirrored what I was looking at earlier today. I'm going to look at several pub owning/brewers for this week. Marstons are showing a decent profit, so far, and if, as I expect, I cash out tomorrow, I may look at putting that cash back into one of the others.
Hanging on to BP as the price has to go up at some point!
 
My sentiments entirely as far as BP is concerned. I think potentially Wetherspoons have a long way to go, not that I’m invested as I’m committed elsewhere. I have done some research on that one and the future looks rosy, suffice to say they are buying up other breweries at a good time...
 
Nightcap 23.97 today up 3 and continuing a rise. Wish I’d picked up a few
 
Well I hope you all got in on Nightcap
Looks like they’ve struck gold this morning
 
Peterdev said:
Well I hope you all got in on Nightcap
Looks like they’ve struck gold this morning
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Too late for me, annoyingly I have been trying not to invest any more cash, rather wished to switch other funds. Two I wanted to sell are climbing back to parity so I decided to wait. Nightcap doing very well though!

Dr Martins and Pineapple power both going well this morning and Marstons still in profit so I'm doing ok!
 
Peterdev said:
Financial advisors in the opinion of many are a waste of money.
When making investment choices if you do your own research and it fails then it is your choice. Even advisers get it completely wrong. I understand that some were suggesting Northern Rock just before it’s collapse.
A book I’ve just finished reading, How to Own the World by Andrew Craig is useful, giving help in understanding in accounts produced and also charts etc. It’s also a matter of determining what sector will benefit when the econome picks up. My thoughts are that the drinks, hospitality and airlines will do well. Oil should recover too.
Particular companies in mind, Wetherspoons, IAG and BP spring to mind. BP pay dividends too, and are gradually going green, and have streamlined their business.
Its worth looking to see where Investment Trust managers move their funds too.
Diversification is key too. I wouldn’t want to invest too much in TESLR for,example
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A good financial advisor would assess all of your finances and needs.
So for instance paying off credit cards, loans and debt, overpaying your mortgage etc should probably be higher priority than punting in individual stocks and shares.
Also I see many of your choices are investment trusts, where the fund manager chooses the underlying stocks to invest in.
 
Peterdev said:
Well I hope you all got in on Nightcap
Looks like they’ve struck gold this morning
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Looking great.. congrats.

Missed this boat unfortunately.

Someone also mentioned Yu on here... another great mover since start of Jan... another boat missed.
 
Eaststandboy said:
Yu Group? 54% under valued, so still appealing.
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It was me that mentioned them somewhere. Very undervalued and have previously been at £12 per share prior to some accounting issues and their CFO stitching them up.

Good board, cracking RNS a week or two ago. They’ve retraced slightly from the highs last week.

With more commercial premises opening up and the good work being done by the board I think they’ll move back up to at least 50% of their earlier value.

We’ll see though.
 
Just been looking at all the Cannabis oil firms in the US - talk about rising stars! Possibly late to the party but I am looking at a few to buy.
 
Manorlounger said:
Just been looking at all the Cannabis oil firms in the US - talk about rising stars! Possibly late to the party but I am looking at a few to buy.
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My best mates, wife’s, brother in law 😁 (honest) is heavily involved in this industry. He has set up over in America and was in the process of negotiating heavy investment with the government of Thailand about 18 months ago.

I am not joking when I say he is worth a few quid.
 
carefreeoufc said:
It was me that mentioned them somewhere. Very undervalued and have previously been at £12 per share prior to some accounting issues and their CFO stitching them up.

Good board, cracking RNS a week or two ago. They’ve retraced slightly from the highs last week.

With more commercial premises opening up and the good work being done by the board I think they’ll move back up to at least 50% of their earlier value.

We’ll see though.
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Ok... I’m interested.

You guys seem to know your onions.

What website do you use to find this info about companies being undervalued?
 
MC Yellow said:
Ok... I’m interested.

You guys seem to know your onions.

What website do you use to find this info about companies being undervalued?
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I tend to look at the website to read up about the company, board, prospectus and RNS. Google to look at any historic articles on the company, LSE to see what some of the more “normal” contributors have said and trading view. Also look at the market, competitors or similar company MCap etc.

Always best to look into things yourself but they appear to have turned a corner and have done well considering the challenging circumstances.
 
Agronomics (ANIC) and Renewables Infrastructure (TRIG) are interesting too.

ANIC were down around the 10p mark for a while but had an 18% rise today. I hadn’t put money in but have been looking at them. Will wait for it to potentially drop down.

I think they’re interesting because they specialise in investing in environmentally friendly meat production (using cells) and also plant based products. Likely to continue to grow in popularity.

Have only been following it and not really done much research into them yet.
 
carefreeoufc said:
I tend to look at the website to read up about the company, board, prospectus and RNS. Google to look at any historic articles on the company, LSE to see what some of the more “normal” contributors have said and trading view. Also look at the market, competitors or similar company MCap etc.

Always best to look into things yourself but they appear to have turned a corner and have done well considering the challenging circumstances.
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Thanks carefree.

I totally agree with your comments on LSE. But it is becoming much easier to identify the wheat from the chaff.

I was just querying the current undervalue of YU with M Cap of £39 mil but a B/S of just over £5 mil.

But having since read some more about YU it does sound interesting and is a sector that I am looking to add more into the portfolio.

I have usually gone more for IT and OEIC in the past and let the fund managers do their job and build a steady portfolio over the years but with a bit more time on my hands decided to get a bit more active with a small %.

This board is proving very helpful and insightful too and adds to the research weaponry.
 
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