Registered:
10/12/14
Seen:
Sun 6:06pm
Followers:
19

Comments
3476


This space is reserved for herbie47 to introduce himself.



Herbie47's Latest Blogs

I'm considering moving my personal pension into a SIPP for lower charges and more control. It will be mostly a shared based pension but may have some funds, mostly UK but may have some US shares. Looking at Interactive Investor, fees seem to be low, does anyone know which banks II hold funds in? I currently have an ISA/Share account with HL but don't want…

With some talk about recession at the moment I thinking of doing a portfolio of 20 shares and see how it performs. Any suggestions for shares to include would be welcome. My choices so far are: H & T (LON:HAT), National Grid (LON:NG.), Poundland (LON:PLND), Dee Valley (LON:DVWA), Fyffes (LON:FFY), McBride (LON:MCB), Novae (LON:NVA), Charles Taylor (LON:CTR), Fairpoint (LON:FRP), SkyePharma (LON:SKP), GlaxoSmithKline (LON:GSK), Begbies Traynor…

Anyone picked up any bargain shares in the sales? I have bought: Trakm8 Holdings (LON:TRAK), John Wood (LON:WG.) Next (LON:NXT)

I noticed at close on Friday 2 of the shares on my watchlist had closed well down. When I looked into the sp more I noticed there were both very similar, selling before close but then both had a large buy at 16.35pm, now this buy price was well below the selling price during the day. As it was a buy then the close price…

I'm considering investing in gold but not sure of the best way to do it. I don't want to have the actual gold in my possession. Can anyone advise the best ways to invest? I have come across Gold Bullion Securities which I may be able to hold in my ISA, anyone invested in them?



Herbie47's Latest Comments

Just lost my long post. Briefly I think you are too exposed to the construction sector and a recession. I favour larger more defensive companies such as GlaxoSmithKline (LON:GSK), J Sainsbury (LON:SBRY) and Unilever (LON:ULVR). I would add Aviva (LON:AV.) You want to buy and hold, not sell otherwise you will lose money.

I would not select companies that have an operating margin under 5%, that would cut out some of the losers. Also I would avoid Israeli based companies, too many seem to go wrong. Go-Ahead (LON:GOG) was a timing issue, if you had held on you would be in profit now. I'm not keen on this holding for a certain time, think you could be more…

There was a report for G4M on 2nd April: https://www.stockopedia.com/content/small-cap-value-report-tue-2-apr-2019-igp-bon-hsw-win-sdry-g4m-464437/ If you click on discuss on the sharereport page it will give the discussions on that share.

Having delved a bit deeper, it is true Berkshire Hathaway do own several insurance companies, the problem is the reports of largest holding only show the listed companies, they own quite a few outright. Buffett like has changed his strategy over the years, if you read some of the older articles and what he said about technology and airlines you may surprised to see what…

I think Stockopedia PER is based on the 2019 Profit of £3.5m for Filta Group (LON:FLTA), whether that is accurate I don't know. The forecast of 152% growth in EPS for 2018 looks way off, if I'm reading the figures correctly, I must say the figures could have been better presented.Sanderson (LON:SND) looks good, has been on my watchlist for a while now. I agree…

herbie47's Top Awards 3


herbie47 Followers

herbie47 has 19 followers including:


and 11 more.
Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis