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I have been following PHTM off and on on for years. The threat of obsolescence was,an ongoing concern particularly when the rapid shift to digital photos happened and again with the rapid take up of smartphones, However the company seemed to innovate fast enough to stay ahead and the financials were pretty good so I bought in a couple of years ago. Maybe this time…

To clarify on foreign stocks. "stocks priced in foreign currencies can’t be held in ISAs." The rules allow one to hold stocks listed on any recognized market in an ISA. I have at one time or another held European, US and Canadian stocks in my ISA which were not London listed. What you can hold is in practice determined by which markets your broker /…

I am in agreement with GN100, VegPatch & BlueFrew. As an income oriented investor with most of my portfolios in ISAs I got fed up with unrecoverable witholding taxes on my divis and then loosing some more on the fx. So my German and other EU shares have all been sold. I still have a lot of global exposure through UK registered companies whose business…

I attended the AGM yesterday. After being detained on a Victoria line tube train for 20 minutes, I missed the first 10 minutes of the meeting, and so was unable to vote for the CEO Mathew Bendings re-election. After the formal agenda there was a report on the reasons for the downturn from Bending with contributions from Gregor Dunlay the FD, interrupted and followed by…

I was planning to attend the AGM to find out how SAL have been doing so well! Now it looks as though I will have to take a bag of rotten tomatoes with me.



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