Jonesj

I notice ii offer a "Bed & ISA" service, where you can sell shares in your dealing account and buy them back straight away in the ISA, for one dealing fee. However, this is still subject to the bid-offer spread. Now whilst I believe we are not allowed to do an in-specie transfer, surely all the shares are held in the broker account, as they…

We're updating the Terms of Service. (extract from e-mail)  "Investments older than six yearsIf there has been no movement for a period of at least six years on some or all of your investments we may gift a cash amount to a charity of our choice. We may also release any stock where there has been no movement for a period of at least twelve…

Here is a list of Mello London exhibitors, although without any guarantee of accuracy.  I figured there are so many good presentations plus all the companies, a little bit of advance research is needed in order to figure out which ones to see.  The list below is the start of it. 

Thank you Graham, for giving very perceptive stand up commentary on umpteen shares on the Stockopedia stand at the UK Investor show today. Impressive stamina too. Also, the Stockopedia stand was one of the better presented. In comparison, I walked past the stand of a direct rival & thought my eyesight must be really crocked, but no, they really did have fuzzy unreadable text on…

Does anyone know of a low cost fixed fee financial advisor for a pension transfer ? That is from frozen Defined Benefit (DB) scheme to a SIPP. A colleague of mine is having problems finding one. Considering the same principles apply for most customers, charging 3% of the fund to provide variations on generic advice seems like another financial services racket. I had experience of…

I can argue that Tesla are not scaling rapidly any more. US quarter on quarter sales have been flat and the Model 3 seems to be cannibalizing sales of the larger and usually more profitable models. Growth will be constrained by better quality competitors. By quality, I mean fewer defects and defects that get fixed quickly by proficient dealer networks). The road tests on competitors…

Elon Musk's rockets are very impressive. It wasn't that long ago that US rockets struggled to take off without falling over. Now they can land on their end. However, Tesla are operating in the high capex & low margin car business. They lack scale. They make no money. Competitors in their segment have started to launch within the last 12 months. There have been many…

For private customers getting cash from ATMs, paying by debit card and generally banking on line, branches are becoming redundant. Even some retailers sadly are discouraging cash, which means they do not need a bank branch. Also, there is no reason why cash cannot be paid in with machines. I don't see them much in this country, but in other countries, you can just place…

I would imagine the 25% of non-surviving stocks would be a mixture of takeovers and failures, possibly more failures. If the latter, perhaps the overall conclusions would not be too different (median IPO performance still poor). Anyone planning to amend their investment process in view of this study will either have to make an estimate on the effect of the missing stocks, or do the…

Thank you for producing this outstanding piece of analysis. I won't say much more before studying it comprehensively.