Trading the stockmarket (NO Referrals)

slinxy said:
I think I’m going to invest in national grid next time there’s a dip. Why try to back the train companies when you can back the train lines huh.. one of my friends has become a maintenance worker for them and they are having intakes of staff all the time.

The way I see clean energy is pretty much the way I see self driving cars. One of the smaller startups will get larger and larger then one of the old school fossil fuel companies with stacks of “old money” will just buy them out and become a green fuel provider by doing so. Just hope that it’s one of the companies that I’m investing in.
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I have a couple of quantum computing stocks that I hope will do the same. Ie Google, MSFT or Amazon etc will buy them up

One has a mkt cap on under 200mln.
Considering the big tech companies are over 1trn...im very hopeful.
One of those all or nothing shares.
 
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Those shares you listed were held for dividends, when rates rose the risk premium was gone. UKW is quality but when you could get 5% on cash the share price could only go one way.
 
200sols said:
Those shares you listed were held for dividends, when rates rose the risk premium was gone. UKW is quality but when you could get 5% on cash the share price could only go one way.
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Yes. And that's actually a big reason why I didn't invest.
The price was never going to rocket. So while you can get 7pc in a regular saver or 5-6 in a fix why bother with these stable dividend stocks.

May be worth a relook very soon.
 
413x said:
Yes. And that's actually a big reason why I didn't invest.
The price was never going to rocket. So while you can get 7pc in a regular saver or 5-6 in a fix why bother with these stable dividend stocks.

May be worth a relook very soon.
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The price won't rocket... probably. Personally I think investing with the expectation things will rocket is the wrong view to take.
 
Uther said:
Hotter than expected inflation data. It's been a good run the last few weeks though. Tis but a blip. :D
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They expected 2.9% but it fell to 3.1%. UK forecast is 4.1%. Employment is down a bit more than expected and salaries are still outstripping inflation so it could go either way.
 
delta0 said:
They expected 2.9% but it fell to 3.1%. UK forecast is 4.1%. Employment is down a bit more than expected and salaries are still outstripping inflation so it could go either way.
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There's no way food, fuel, energy is up only 4% I have no idea how they get this number.
 
Doggie2k said:
There's no way food, fuel, energy is up only 4% I have no idea how they get this number.
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This is vs 12 months ago. The rises in prices had already started then so it’s relative to already elevated numbers. It could be 0% inflation and prices would still be quite a bit higher than they were a couple of a years ago before Russia kicked off.
 
delta0 said:
This is vs 12 months ago. The rises in prices had already started then so it’s relative to already elevated numbers. It could be 0% inflation and prices would still be quite a bit higher than they were a couple of a years ago before Russia kicked off.
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ahh fair enough, probably just me having a rant over my shopping bill for today :cry:

But I haven't really noticed anything going down from last year.
 
Doggie2k said:
ahh fair enough, probably just me having a rant over my shopping bill for today :cry:

But I haven't really noticed anything going down from last year.
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I don’t expect anything to go back down, perhaps energy might, but most things will be at this price and more for a while. The shopping bills and everything else are a bit crazy compared to where they were.
 
delta0 said:
I don’t expect anything to go back down, perhaps energy might, but most things will be at this price and more for a while. The shopping bills and everything else are a bit crazy compared to where they were.
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Yeah we aren't gonna get deflation. At least not overall.

Still majority of people have no clue how inflation works.
 
Uther said:
Including the government it seems. :p
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Those tory scum. They know what it means.. They know that the public don't.
They pass the job to the BoE to hit it with a hammer.
They take credit of they fluke a win based on world events.
They blame the world when it goes the wrong way.


And thus.. The tories become the party of "fiscally stable"
 
platinum87 said:
Intel has the biggest upside of any stock i can think off, but its a multi-year bet, firstly they will return back in proper competition with AMD due to new processes (created by ASML).

I.e. Intel vs TSMC, both buy machines from ASML. Its not a question of can intel compete with AMD, they can surely, as the machines are not made by TSMC or AMD, or Nvidia.

Secondly, they will then grow by selling foundry space to the fabless, i.e. AMD/Nvidia. So in like 5 years time, very likely intel will produce AMD processors.

TSMC is also cheap tbh, I don't know why anyone here buys shares in AMD but not in TSMC. That being said, i cannot even buy shares in TSMC via H&L, the only option is TSM 5 ADR shares, 80$ or so right now. But it is not allowable to purchase within a ISA account.

But valuation only depends on metrics currently, the above is completely excluded from all possible valuation calculations, right now they just have a tough time, though and are priced like they will perpetually decline into nothing.
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Intel got a new High NA machine January 2024, while TSMC will not be getting one this decade it seems, this exactly mirrors history where TSMC adopted EUV tech, while intel did not.

AMD + Nvidia, chips made by TSMC are impacted by this much more, from 2018 onwards, or whenever the chips made from the new process, the result over the stock prices of Nvidia is +1000%, amd + 500%, and TSMC +200%, while intel is negative. I should say 500% of Nvidia is based on AI chips frenzy recently.

So everything is going exactly according to plan from what it seems.

413x said:
Yeah we aren't gonna get deflation. At least not overall.

Still majority of people have no clue how inflation works.
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Explain inflation then.
 
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