Search found 1628 matches

by TheMotorcycleBoy
November 11th, 2019, 1:33 pm
Forum: Investment Strategies
Topic: Prediction about the next crash
Replies: 19
Views: 1045

Re: Prediction about the next crash

A good mental trick for this is to try and imagine you are investing someone elses money, what impartial advice would you give them? Thanks Lanark. Good advice. To others I’d say a globally diversified portfolio of ITs and reinvest the dividends until retirement, which is pretty much what I have. R...
by TheMotorcycleBoy
November 11th, 2019, 10:09 am
Forum: Investment Strategies
Topic: Investing in fags, vapes and hash
Replies: 63
Views: 2881

Re: Investing in fags, vapes and hash

I stated my case re. nicotine as an investment vehicle that I'm now somewhat negative about. However, my views on the MJ and CBD are still upbeat. Mentioned on R4 this morning: Cannabis-based drugs to help epilepsy and MS approved for NHS use Campaigners welcome the move but say thousands of other p...
by TheMotorcycleBoy
November 10th, 2019, 7:45 pm
Forum: Investment Strategies
Topic: Prediction about the next crash
Replies: 19
Views: 1045

Re: Prediction about the next crash

I read this today and wondered what I can possibly do in advance, if the prediction looks like being accurate https://www.theguardian.com/business/2019/nov/08/how-big-tech-is-dragging-us-towards-the-next-financial-crash I hold a lot of VWRL and this obviously has a fair chunk of the FAANG stocks, b...
by TheMotorcycleBoy
November 9th, 2019, 5:11 pm
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

Counter-intuitively, when you get a transition from low inflation to high inflation, cash is a good place to be. You want to sit out the 're-pricing' of bonds until they have re-established a yield commensurate with the new inflation expectations, and only then buy in to bonds. At last! Someone fin...
by TheMotorcycleBoy
November 9th, 2019, 5:45 am
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

So in conclusion, I guess if we get JC and high interest rates + inflation, then for me, when this does actually happen....if at all, then I guess I should consider steering our savings in the direction of government bonds? Matt Yes, but which Government's (country's) bonds? Counter-intuitively, wh...
by TheMotorcycleBoy
November 8th, 2019, 5:27 pm
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

'A return of inflation would be a complete new experience for an entire generation'. Indeed it would, but some of the elders here might remember having their mortgage debt inflated away (though not their student debt funnily enough). It is an ill wind.... That works for the government as well - inf...
by TheMotorcycleBoy
November 8th, 2019, 12:29 pm
Forum: Company Share news (LSE Main Market)
Topic: Games Workshop (GAW)
Replies: 27
Views: 1589

Re: Games Workshop (GAW)

jackdaww wrote:is this another - seems too good to be true - a la burford ?

Nah. They are completely different. They have a real and growing business and they turn sales into cash.
by TheMotorcycleBoy
November 8th, 2019, 11:16 am
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

Just what I would say. I would steer clear of British Gov bonds which would be trashed by the falling pound and rising interest rates. I mean buy UK gov bonds after the interest rates have risen sufficiently e.g. enough for gilts to be yielding +5%. go for PSN they might be a better hedge against L...
by TheMotorcycleBoy
November 8th, 2019, 10:37 am
Forum: Share ideas
Topic: Burford Capital Limited (BUR)
Replies: 140
Views: 7634

Re: Burford Capital Limited (BUR)

And still a very long way from the £15 or so that they were at before the kerfuffle Dod And even further away from the £20 they've peaked at in the past. No-one is suggesting there hasn't been a re-rating and I'm unaware of anyone here mentioning they bought at £20 or £15. Conversely yorkshirelad1 ...
by TheMotorcycleBoy
November 8th, 2019, 10:32 am
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

So in conclusion, I guess if we get JC and high interest rates + inflation, then for me, when this does actually happen....if at all, then I guess I should consider steering our savings in the direction of government bonds? Matt Yes, but which Government's (country's) bonds? Hmm. The UK ones I gues...
by TheMotorcycleBoy
November 8th, 2019, 10:01 am
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

Salvor, Scrumpy I'm not sure if this is slightly off-topic but the times when we last had bad Labour governments with high inflation it was in the 70s (yup I was around then!), wasn't one of the big causal factors in those days the strength of the British Labour Unions? Remember that's what my Dad p...
by TheMotorcycleBoy
November 8th, 2019, 7:19 am
Forum: Share ideas
Topic: Burford Capital Limited (BUR)
Replies: 140
Views: 7634

Re: Burford Capital Limited (BUR)

Maybe a bit like the tobaccos, Burford was subject to irrational exuberance and to that extent MuddyWaters has done everyone a good turn. The current PE ratio according to AJ Bell is only about 6 with a very modest yield. I really do not know a lot about them having never followed them but these do...
by TheMotorcycleBoy
November 8th, 2019, 7:17 am
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

On an investment note those formative years taught me to be very wary of paper money. My Grandad owned a Garage (repaired cars, taxi firm, car hire etc) and he flogged it I think in the 60's and as far as I can tell bought a house and put the rest into premium bonds/cash at the bank etc - no real i...
by TheMotorcycleBoy
November 8th, 2019, 6:19 am
Forum: Health & Wellbeing
Topic: Running (and jogging) regimes
Replies: 30
Views: 1746

Re: Running (and jogging) regimes

... this is my latest running goal - equally powered legs 8-) Nah - keep one leg stronger than the other - a definite advantage when running circular routes :lol: :lol: Excellent idea! :lol: Sadly circular routes are harder to find for me, what with the woods being out for all but very dry (huh? th...
by TheMotorcycleBoy
November 8th, 2019, 6:05 am
Forum: Share ideas
Topic: Burford Capital Limited (BUR)
Replies: 140
Views: 7634

Re: Burford Capital Limited (BUR)

Merely to note, some 3 months after this Topic commenced, Burford are currently trading at about 55% above the closing low of 605p back on 7 August 2019. And still a very long way from the £15 or so that they were at before the kerfuffle Dod And even further away from the £20 they've peaked at in t...
by TheMotorcycleBoy
November 7th, 2019, 6:55 pm
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

Sorry for the spam. It seems that mumblings about a base rate cut is what may have caused some of my foli to rise.
by TheMotorcycleBoy
November 7th, 2019, 6:42 pm
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

Good article today in the YouInvest magazine on this topic, if you are with AJ Bell. "What the Big Vote means for your money". A lot of the themes raised are discussed, with a summary including:- If Labour Wins *potential weakness in utility, transport and infrastructure *business could c...
by TheMotorcycleBoy
November 7th, 2019, 6:17 pm
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 86
Views: 2609

Re: Election impact on investment strategy

Well I don't know what "events are currently priced in" but our 20 month old portfolio seems to be rather buoyant at present. Marshalls Plc (MSLH) and Next (NXT) are still very high as is Spirax-Sarco (SPX), XP Power (XPP) and Softcat (SCT), two fairly recent additions have also climbed ve...
by TheMotorcycleBoy
November 7th, 2019, 6:03 pm
Forum: Health & Wellbeing
Topic: Running (and jogging) regimes
Replies: 30
Views: 1746

Re: Running (and jogging) regimes

Plan is to resume a gentle jog this Sunday, as that will be the full two weeks off, but more as an experiment to see if the leg holds up (and the weather is looking nice that day). I'm glad you're getting back into the swing. Now, it's obviously completely your call, but if it was me, I personally ...
by TheMotorcycleBoy
November 7th, 2019, 4:53 pm
Forum: Company Analysis
Topic: Not a level playing field
Replies: 2
Views: 334

Re: Not a level playing field

Anyone who believes executive compensation schemes are not biased in favour of the executives and against shareholders only needs to read this from the ABF annual report. This year we have recognised an impairment charge of £65m in respect of our UK bakeries following the loss of a key contract. Th...

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