Trading the stockmarket (NO Referrals)
- Thread starter mcast123
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.True, although China/Taiwan risk is always a big problem, unless you are Intel that is.
Soldato
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Why is Intel fine, I heard chip sales to china is being restricted or something ? Not sure how that would work as the sales will just go indirectly. I had taken off 99% of XLK as something minor but most of this is gloom, wait and see market action. Do we get 20% inflation, sounds bonkers
I sold some PSX and CHK but starting to think I should have at least halved any hold for XLE as it was doing too well to last I guess
FTSE wont vary on whoever the next PM is, I dont see that. IF they did anything useful of note, sure it could matter in time. Most of politics is how much harm and cost are they causing, who is least worst & we can at least reverse back prior mistakes with a new face
Im thinking we have to find the fate of Germany in the bleak of winter are they unable to manufacture, export hence weak EURO strong USD; if its all overdone negative sentiment vs a less worse reality then be bullish
a lot of UK stocks arent UK stocks. FRES is largest silver miner in the world, none of the revenue is UK its more Dollar, Mexico etc. BP isnt actually British Petroleum, has not been for decades. Can someone go through every company and say how much is actually UK and what sector but I think FT250 is the UK index with RMG ; even that isnt all UK afaik
World tracker I think has too much bias to USA. Does it include ARMCO and a lot of other giant non USA business is not listed, the gov controls them but sure world GDP should grow. Its why I dont hate tech, they are involved with global growth and something smaller like retail may be strung up in red tape and anti competitiveness but tech is more liquid and demand driven then bricks and mortar assets I guess imo. IF its valid and efficient then I anticipate 5 year growth from here (vs weak currency standards GBP EURO USD YEN)
I sold some PSX and CHK but starting to think I should have at least halved any hold for XLE as it was doing too well to last I guess
FTSE wont vary on whoever the next PM is, I dont see that. IF they did anything useful of note, sure it could matter in time. Most of politics is how much harm and cost are they causing, who is least worst & we can at least reverse back prior mistakes with a new face
Big call by OP FOREX is really hard, USD isnt just Dollar, its calling out the YEN and EURO which are inverse to its strength. Hard to say, Bank of Japan has big problems fairly sure. I do think BOE raises rates higher then FED because 25% of our debt is linked to inflation, no high principle it just would cost us more not to do so.
Im thinking we have to find the fate of Germany in the bleak of winter are they unable to manufacture, export hence weak EURO strong USD; if its all overdone negative sentiment vs a less worse reality then be bullish
a lot of UK stocks arent UK stocks. FRES is largest silver miner in the world, none of the revenue is UK its more Dollar, Mexico etc. BP isnt actually British Petroleum, has not been for decades. Can someone go through every company and say how much is actually UK and what sector but I think FT250 is the UK index with RMG ; even that isnt all UK afaik
World tracker I think has too much bias to USA. Does it include ARMCO and a lot of other giant non USA business is not listed, the gov controls them but sure world GDP should grow. Its why I dont hate tech, they are involved with global growth and something smaller like retail may be strung up in red tape and anti competitiveness but tech is more liquid and demand driven then bricks and mortar assets I guess imo. IF its valid and efficient then I anticipate 5 year growth from here (vs weak currency standards GBP EURO USD YEN)
Soldato
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135 looks really good volume if its helps any . High traffic, where it went sideways for months into end 2020-
Just reading this about Cineworld
Another day of downs S&P starting to hit the downward trend towards £60 i believe.! Thungela train still flying, can see it hitting £20 a share come October!
RR looks to be heading sub 70p, dark days ahead for the next 12 months.
RR looks to be heading sub 70p, dark days ahead for the next 12 months.
The US markets are shut today so there wasn't really a way for uk traded instruments based on Us stocks to go apart from price in Fridays slump ,my ftse had a mini bounce from been 50 points down to a little up
Nasdaq futures up .25 of a percent as i type but we will see
Nasdaq futures up .25 of a percent as i type but we will see
It's a debt laden company, only way is down while rates rise. Personally I don't like the fundamentals, it's one of those stocks you think based on the name should be worth more, but dig deeper and realise its a trap.
Soldato
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Its not a trap better to question is the debt justified. Will revenue and cashflow from ongoing operations justify both the debt and money they have invested in future projects. The fact UK is suffering from a poor energy plan suggests demand exists, they are in the right place for providing that solution by decade end. I doubt the requirement for RR to succeed is optional we need energy available within the UK not imported.
Other points would be turbines are useful not just in the expanding aviation industry, but hydro and gas generation for electricity. Aviation is a growth industry because of Asia pretty much, I dont see any of these points as changing so its the right sector at least and then its a question is RR good for it. Maybe its a competitor who does all this better. Whats their debt schedule and lots of other questions, it'll be a while before the situation is more certain but the company is needed surely.
Even in a bad economy, a company required is not something I doubt without reasons showing they are incapable. I havent read enough on them, cant presume either side
I traded TGA wrongly, should have traded them on the basis to accumulate. I still have a few but wish I had sold none. Still want to just hold AAL (who divested TGA) over a decade, sold some March would like to add on lows every year but mostly I will end up just holding which will be fine I believe i.e. they can afford that dividend imo
Other points would be turbines are useful not just in the expanding aviation industry, but hydro and gas generation for electricity. Aviation is a growth industry because of Asia pretty much, I dont see any of these points as changing so its the right sector at least and then its a question is RR good for it. Maybe its a competitor who does all this better. Whats their debt schedule and lots of other questions, it'll be a while before the situation is more certain but the company is needed surely.
Even in a bad economy, a company required is not something I doubt without reasons showing they are incapable. I havent read enough on them, cant presume either side
I traded TGA wrongly, should have traded them on the basis to accumulate. I still have a few but wish I had sold none. Still want to just hold AAL (who divested TGA) over a decade, sold some March would like to add on lows every year but mostly I will end up just holding which will be fine I believe i.e. they can afford that dividend imo
I’ll be sitting out a bit longer. Welcome news to the UK economy but the world is likely to suffer through this winter. Governments acting is going to reduce the amount of declines in the market I expect. It’s like QE but in a different way. Certainly bringing me closer to making some significant investments in the market again.