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by johnhemming
September 15th, 2019, 9:46 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Eisman shorts HSBC and STAN
Replies: 28
Views: 749

Re: Eisman shorts HSBC and STAN

I don't short, but in doing my analysis of which stocks to invest in I excluded HSBC for this reason.

I will post the list of stocks at some stage, but I need to do a bit of work on it.
by johnhemming
September 11th, 2019, 7:05 pm
Forum: Polite Discussions
Topic: Tories looking at breaking convention and standing candidate against Speaker
Replies: 51
Views: 1164

Re: Tories looking at breaking convention and standing candidate against Speaker

Boris Johnson himself voted against leaving the EU with the withdrawal agreement I think twice.
by johnhemming
September 11th, 2019, 12:51 pm
Forum: Polite Discussions
Topic: Prorogation judged unlawful
Replies: 62
Views: 1093

Re: Prorogation judged unlawful

It is an interesting thing. I have not seen the judgment, but have read David Allen Green and if the court have concluded that Johnson has lied to the Queen to obtain prorogation then that could be a sufficiently strong ground in UK law. The difficulty is that the royal prerogative is not justiciabl...
by johnhemming
September 9th, 2019, 7:06 am
Forum: Polite Discussions
Topic: Tories looking at breaking convention and standing candidate against Speaker
Replies: 51
Views: 1164

Re: Tories looking at breaking convention and standing candidate against Speaker

They also had to make sure that the motion ensured that the bill survived prorogation (which they did - I read the motion).
by johnhemming
September 9th, 2019, 7:02 am
Forum: Polite Discussions
Topic: Rebel EU Withdrawal Bill
Replies: 228
Views: 4268

Re: Rebel EU Withdrawal Bill

The EU will want some reason. A General Election is a reason, but trying to get the EU to refuse is a really stupid strategy.
by johnhemming
September 8th, 2019, 8:37 pm
Forum: Polite Discussions
Topic: Rebel EU Withdrawal Bill
Replies: 228
Views: 4268

Re: Rebel EU Withdrawal Bill

The problem is that there are leavers who would prefer remaining to May's deal.
by johnhemming
September 8th, 2019, 5:26 pm
Forum: Polite Discussions
Topic: Rebel EU Withdrawal Bill
Replies: 228
Views: 4268

Re: Rebel EU Withdrawal Bill

I know that the French are not enthusiastic wanting to have no deal now rather than later on. However, I think they are being persuaded by one or more UK MEPs to allow another extension. The French know there will be more pain in the UK than in France and that this will shift the UK's negotiating po...
by johnhemming
September 6th, 2019, 7:57 pm
Forum: Polite Discussions
Topic: Rebel EU Withdrawal Bill
Replies: 228
Views: 4268

Re: Rebel EU Withdrawal Bill

It is possible to obtain a court order to compel him and apply for committal if he doesn't behave.
by johnhemming
September 6th, 2019, 7:38 pm
Forum: Share ideas
Topic: WeWork - end of irrational exuberance
Replies: 6
Views: 560

Re: WeWork - end of irrational exuberance

I think the same issues rest with Uber as with WeWork.
by johnhemming
September 6th, 2019, 5:01 pm
Forum: Polite Discussions
Topic: Rebel EU Withdrawal Bill
Replies: 228
Views: 4268

Re: Rebel EU Withdrawal Bill

It doesn't become law without Royal Assent.
by johnhemming
September 6th, 2019, 5:56 am
Forum: Music, Theatre, TV and Film
Topic: Peaky Blinders Season 5
Replies: 22
Views: 797

Re: Peaky Blinders Season 5

There was a phone box at the bus/tram terminus at rednal which served the lickeys but I don't know when it was installed. The phone box museum is nearby in bromsgrove at avoncroft.
by johnhemming
September 5th, 2019, 7:00 pm
Forum: Polite Discussions
Topic: Boris Johnson PM - how it's going?
Replies: 1051
Views: 20783

Re: Boris Johnson PM - how it's going?

I would think the EU would work reasonably quickly as soon as the 39 bn is paid and the backstop has been legislated for.
by johnhemming
September 1st, 2019, 6:34 pm
Forum: Investment Strategies
Topic: Share buybacks: a beautiful thing
Replies: 96
Views: 3376

Re: Share buybacks: a beautiful thing

There is no reason why a company must buy back some stock.

In my view it is a good thing to do in the right circumstance (when the price is low enough).
by johnhemming
September 1st, 2019, 2:11 pm
Forum: Other Investing
Topic: Why crypto price is increasing so much and will they fall?
Replies: 4
Views: 1140

Re: Why crypto price is increasing so much and will they fall?

Gold and tulips have an inherent value. You can use all the fiat currencies to pay tax somewhere and as a form of legal tender. Bitcoin has no inherent value.
by johnhemming
September 1st, 2019, 7:19 am
Forum: Polite Discussions
Topic: Is it game over for remainers?
Replies: 124
Views: 2680

Re: Is it game over for remainers?

Perhaps it might be possible to say that the result of the referendum indicated more generally that people preferred the arguments of the leavers over the remainers.
by johnhemming
August 31st, 2019, 9:30 pm
Forum: Investment Strategies
Topic: What's your investment personality?
Replies: 38
Views: 1600

Re: What's your investment personality?

I tried it and have now forgotten what they said. It is, to be fair, good marketing, but I am not sure it helps. It is probably BS, but it may not be total BS. However, I don't think it is worth spending much time on to work out what merits it has. As a number of people know my main commercial activ...
by johnhemming
August 31st, 2019, 9:24 pm
Forum: Biscuit Bar
Topic: A Family Board?
Replies: 14
Views: 1070

Re: A Family Board?

Personally I think it is important to keep the focus of the board in the private investment sphere. I am probably not unique in that I read the board by looking at recent posts. I am sitting looking at online fora whilst my 7 year old son (I have 5 children) watches youtube videos about minecraft so...
by johnhemming
August 29th, 2019, 3:50 pm
Forum: Polite Discussions
Topic: Is it game over for remainers?
Replies: 124
Views: 2680

Re: Is it game over for remainers?

If we end up leaving without a deal then the question will be, of course, what deal will we do.

I would be interested to know of any arguments in support of the thesis that our negotiating position is strengthened by not having any trade deal with the EU.
by johnhemming
August 29th, 2019, 2:16 pm
Forum: Company Share news (LSE Main Market)
Topic: Micro Focus International (MCRO)
Replies: 30
Views: 928

Re: Micro Focus International (MCRO)

The forecast on Sharecast is less (6.1), but it is difficult to reconcile their forecast finances to the current position.

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