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3/09/12
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Jonniegul's Latest Comments

Hi Asagi, "Retail investors are notorious for having appalling timing." Yeah, that'd me... I haven't looked at the numbers again since I wrote that post originally back in October and I'm not sure if/when the 2012 results are out - perhaps I better go check. Cheers, JG

Hi, It's a nice write up, particularly interesting as London Capital Hldg (LON:LCG) was a share I held until Nov last year. I like the company, but I don't see a short term recoevery, particularly in the current (bull?) market. They need some volatility in my view. This is what I wrote back then (over on TMF): I’ve used my time usefully to review my…

Hi Sasan, Thank you also for your thoughts. I see where you're coming from. I don't automatically reinvest my dividends, but the theory holds - when I do invest them, I want the best return! Regards, JG

Hi Mark, Many thanks for that, a very detailed and informative reply. It certainly given me some food for thought and an idea of where I shall be spending some of my time this weekend - portfolio review! I too was a holder of Lincat, sad to see it taken over, but no complaints at the return! Cheers, JG

Hello Mark, "A number of my earlier higher yielding investments have risen significantly in share price, making their yield less attractive (e.g J Sainsbury (LON:SBRY) , GlaxoSmithKline (LON:GSK) , Keller (LON:KLR) ). Hence I have been trimming those" Would you mind to explain the rationale behind this statement? The share price has risen, but the yield you receive is relative to the price you paid,…


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