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Post Lockdown Share Bargains?

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
Warwickcastle
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Re: Post Lockdown Share Bargains?

#398237

Postby Warwickcastle » March 23rd, 2021, 10:56 am

Doing the same myself at the moment with a 5 year + horizon.

Have bought : Pendragon, Senior and Rolls Royce

To buy: Lloyds, Capita, Experian and Unilever, GSK.

Possibly: Carnival, Cineworld

Marky72
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Re: Post Lockdown Share Bargains?

#399228

Postby Marky72 » March 26th, 2021, 2:14 pm

Warwickcastle wrote:Doing the same myself at the moment with a 5 year + horizon.

Have bought : Pendragon, Senior and Rolls Royce

To buy: Lloyds, Capita, Experian and Unilever, GSK.

Possibly: Carnival, Cineworld


Which of those are you most confident with for a decent return my friend?

Warwickcastle
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Re: Post Lockdown Share Bargains?

#399267

Postby Warwickcastle » March 26th, 2021, 3:53 pm

Potential highest return: Pendragon, Senior, Rolls Royce

Lloyds probably double 3-5 years and increasing dividends

Unilever and Experian, good solid growth, v.attractive price currently and will be long term holds.

Capita; multi bagger or another Carrillion, pure gamble with fun money.

GSK more of a short term punt, hold until £16-17,

Bought Esken Ltd yesterday, another recovery play. Great potential, do some research and you'll see what I mean.

All the above is purely my opinion and not intended as advice to buy. Be prepared for a lot of volatility. Most of my investments are IT's and Funds, I buy shares with money I can afford to lose.

Dod101
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Re: Post Lockdown Share Bargains?

#399288

Postby Dod101 » March 26th, 2021, 4:34 pm

Warwickcastle wrote:Potential highest return: Pendragon, Senior, Rolls Royce

Lloyds probably double 3-5 years and increasing dividends

Unilever and Experian, good solid growth, v.attractive price currently and will be long term holds.

Capita; multi bagger or another Carrillion, pure gamble with fun money.

GSK more of a short term punt, hold until £16-17,

Bought Esken Ltd yesterday, another recovery play. Great potential, do some research and you'll see what I mean.

All the above is purely my opinion and not intended as advice to buy. Be prepared for a lot of volatility. Most of my investments are IT's and Funds, I buy shares with money I can afford to lose.


We are all different. I buy shares with money I cannot afford to lose, at least not in the long term. I would not though disagree with any of the above except maybe GSK. Depending on what happens with the planned split next year, I suspect Warwickcastle could be waiting for some time for it to reach £16-17. I think the only reason to hold it is to see what happens when the split comes along. Its dividend is going nowhere and neither is the business at the moment.

Share bargains? A lot of them seem to feature aviation and aviation services in one form or another. Certainly services are probably a better investment than airlines themselves but they do need planes to be flying and that does not look as if it will happen for some time, at least not in the numbers required and bear in mind that there is a lot of debt around the whole sector now. This will all take a long while to work its way out back to some sort of normality. Airlines are not I think going to be profitable for some time. I would not buy them in normal times because they are so highly geared and it is either feast or famine, the one wiping the other out, over a period. Currently we might get a short boost to the share price but that is about it.

Dod

tjh290633
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Re: Post Lockdown Share Bargains?

#399335

Postby tjh290633 » March 26th, 2021, 7:05 pm

I like to look at which shares have fallen the most, as they tend to have the most scope for recovery. Here is my portfolio with the change in prices since 1st January:

Epic     Change   Yield
MARS 31.68% 0.00%
AV. 23.37% 5.25%
KGF 20.19% 2.56%
BP. 18.78% 6.83%
LLOY 15.96% 1.36%
TATE 13.76% 3.91%
PSON 13.58% 2.52%
MKS 12.88% 0.00%
BT.A 11.95% 0.00%
VOD 11.94% 5.98%
IMI 11.93% 1.75%
S32 9.60% 1.76%
SMDS 9.42% 2.95%
RDSB 9.29% 3.64%
CPG 8.73% 0.00%
TW. 8.62% 4.59%
BHP 8.60% 5.69%
ADM 4.58% 5.24%
BLND 4.42% 3.32%
LGEN 4.24% 6.38%
DGE 3.65% 2.36%
BATS 2.49% 7.83%
UU. 1.39% 4.68%
BA. 1.17% 4.81%
RIO 1.15% 7.63%
IGG 0.64% 5.04%
NG. -0.58% 5.61%
AZN -0.72% 2.87%
TSCO -1.21% 4.26%
SGRO -1.54% 2.40%
IMB -2.51% 9.22%
RB. -2.60% 2.72%
GSK -3.34% 6.23%
PHP -3.40% 4.26%
SSE -3.57% 5.52%
ULVR -7.92% 3.65%

Av.Chg 6.57% 3.97%

The bottom 10 look very promising to me. NG. is likely to be the next share topped up.

TJH


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