Search found 13 matches

by LongbeardRanger
January 18th, 2017, 7:58 pm
Forum: International & Expat Investors
Topic: Online Stockbrokers available to UK ex-pats
Replies: 15
Views: 448

Re: Online Stockbrokers available to UK ex-pats

Perhaps the question might be reframed, in light of the above? Does any Brit have a recommendation for a discount broker [for FTSE-350 stocks] which is ex-UK, which doesn't have UK tax withholding, that will keep you as a client if you later move from expat to UK resident? I'm not sure I understand...
by LongbeardRanger
January 12th, 2017, 11:01 am
Forum: Other Investing
Topic: THE BORING INVESTMENT GREEN ROOM
Replies: 33
Views: 2466

Re: THE BORING INVESTMENT GREEN ROOM

More years ago than I care to remember, I toured Nichol's facilities as an "important visitor", having reasonably high-level discussions with the management team. I was hugely impressed, but the shares were expensive. But not as expensive as they have subsequently become! There's a moral ...
by LongbeardRanger
January 10th, 2017, 2:13 pm
Forum: Other Investing
Topic: THE BORING INVESTMENT GREEN ROOM
Replies: 33
Views: 2466

Re: THE BORING INVESTMENT GREEN ROOM

Hello all, I never came across TCFF on TMF - looks like I missed out. But the Boring Investment Green Room sounds like a great idea and, prompted by the trading update it issued today, I'd like to highlight one of the companies in my portfolio as possibly of interest. NICHOLS PLC http://www.nicholsp...
by LongbeardRanger
January 7th, 2017, 8:25 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Peak oil matters - the longer term
Replies: 16
Views: 973

Re: Peak oil matters - the longer term

I should add something to my post above. There is a potential solution to the problem I identify in that governments could provide the capital necessary, either by direct investment in solar (as producer, or as purchaser on a massive scale) or by removing the implicit subsidy on fossil fuels (which ...
by LongbeardRanger
January 7th, 2017, 5:13 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Peak oil matters - the longer term
Replies: 16
Views: 973

Re: Peak oil matters - the longer term

The way he puts it in Australia, admittedly one of the most expensive electricity markets in the world, if prices of solar panels and batteries keep falling at the rate they have done for the last couple of decades by 2025 it will be cheaper to use solar and battery than to use mains electricity an...
by LongbeardRanger
December 19th, 2016, 10:06 am
Forum: Trading my way to a million
Topic: GoSeigen million challenge!
Replies: 17
Views: 1516

Re: GoSeigen million challenge!

I'm going to be unhelpful and point you to an ageing post by John Hussman which deals in detail with valuation issues: http://www.hussmanfunds.com/wmc/wmc140414.htm I'm a great fan of Hussman's work and if you like what you read, then follow some of his links and look at his Weekly Comment archive....
by LongbeardRanger
December 19th, 2016, 9:24 am
Forum: Trading my way to a million
Topic: GoSeigen million challenge!
Replies: 17
Views: 1516

Re: GoSeigen million challenge!

I'll become generally bullish stocks when any old fool can make money from them i.e. when their 10-year expected return is a lot better than the current 1%pa for the S&P compared to 2.5% for 10yr-UST. GS Hi GS, Good to see you posting here - I always enjoyed your posts on TMF and learned a lot ...
by LongbeardRanger
November 25th, 2016, 11:29 am
Forum: Share ideas
Topic: Vodafone
Replies: 30
Views: 1396

Re: Vodafone

piccadilly wrote:So why are the brokers still forecasting £2.75 a share over the next year?

Or am I being naive!


Are you referring to brokers' price targets? If so I would basically ignore them, they are largely meaningless.
by LongbeardRanger
November 24th, 2016, 1:26 pm
Forum: Share ideas
Topic: Vodafone
Replies: 30
Views: 1396

Re: Vodafone

I've looked at Vodafone and many of the other telecoms operators over the last few years, but I really struggle to see the attraction. 10 years ago they were free cash flow monsters, but since the recession, their gross margins have just kept getting squeezed and their capex costs have just risen a...
by LongbeardRanger
November 14th, 2016, 6:27 pm
Forum: Share ideas
Topic: One Savings Bank (OSB)
Replies: 4
Views: 272

Re: One Savings Bank (OSB)

Excellent reply from tabhair. I downloaded and read a couple of the company's accounts. A few alarm bells for me were the lending to property developers, the second charge mortgage lending, and generally the fact that they generate a high NIM. If NIM is high they must be taking quite sizeable risks,...
by LongbeardRanger
November 10th, 2016, 1:17 pm
Forum: Trading my way to a million
Topic: AIM Portfolio
Replies: 24
Views: 1571

Re: AIM Portfolio

Just came upon this piece whilst surfing for AIM companies which I'll leave for comment as most of them are new to me. http://www.aim-awards.co.uk/shortlist/ Thanks for the link, there are some interesting companies listed. Keywords Studios (KWS), AB Dynamics, Watkin Jones, Fever tree and Joules ar...
by LongbeardRanger
November 9th, 2016, 10:13 pm
Forum: Trading my way to a million
Topic: AIM Portfolio
Replies: 24
Views: 1571

Re: AIM Portfolio

Argadargada and others, Excellent thread, and I agree arguably misplaced on "trading my way to a million". I too have followed EMIS for a while so the insights on this thread are very interesting. I've not yet invested in it, partly as I'm not yet totally comfortable with its cash generati...
by LongbeardRanger
November 9th, 2016, 7:51 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: American upset
Replies: 12
Views: 637

Re: American upset

The markets always surprise, not always pleasantly. Indeed so! To ape Keynes's observation, it's like predicting the predictions of people trying to predict the results of a beauty contest. The actual results of the contest itself aren't that relevant.... Particularly so where, as here, the actual ...

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