Shares I own, Shares I’d like to own, Shares I don’t want to own.
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Twixmas musings
I’ve spent the Christmas break tidying up this website a bit, updating the year’s figures and also having a run through my filters to see what opportunities are out there. Apart from previous holdings that I may buy back into, I have two filters set up on Stockopedia that reflect my ‘value’ approach. 1. Low…Continue…
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Secure Trust Bank (STB) What a difference a seasonal break makes.
Just before Christmas I was mulling selling some shares to keep my powder dry. All the predictors are for a tough 2026 Q1 for the consumer and Business owner (myself included). Some of the mulls were shares that had made decent gains and others that were in profit but not well understood by me. I…Continue…
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Dominos (DOM) – Sell, Brickability (BRCK), VP (VP.) and Epwin (EPWN) buy
Dominos Dominos leapt after a smashing set of results and it seemed rude to not take a 50%+ profit after just 6 months. I just think it’s got a bit ahead of itself now and hopefully it might sink back later in the year to buy back in again. Sell price: @ £4.02Buy price: £2.62Dividend…Continue…
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888 – what a difference a day makes
888 Holdings (LON:888) is a Betting and Gaming Company. It recently (July 2022) purchased William Hill, that it is struggling to digest (debt based purchase, so currently owes £1.4B). As well as William Hill, it also owns other big name gambling sites such as 888casino, 888sport, 888poker and Mr Green. Whilst the debt is massive…Continue…
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Centamin Mining (CEY) – Buy
Aand we’re back in with a modest investment. This is one I’ve been in and out of, trying to ride the waves. So far that has paid off. Not a recommended investment method on its own, but small amounts of speculative money on top of the main Buy and Hold strategy. All cash is now…Continue…
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DS Smith (SMDS) top-up
SMDS top up after 8% fall on very positive trading update
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Telecom Plus (TEP BUY), IG Group (IGG top-up), Brit. Amer. Tobacco (BATS top-up)
888 cash burning a hole in my pocket.
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888 Holdings (888 – Sell)
Sometimes you cannot look a Gift Horse in the mouth, as they say. Earlier on this month a couple of Gambling Companies declared a stake in 888. This has put a rocket under the share price, taking it from about 70p to about £1.20 today. 888 is a high risk stock since it bought William…Continue…
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Centamin (CEY – Sell) / 888 (888 Holdings – Buy)
OK, so after musing over the weekend I’ve swapped my Centamin Holdings for more 888. Centamin just trundles on. I don’t think it’s ever going to make vast profits – a lot of it is given away as parts of its Joint Ventures with (say) the Egyptian Government. Reviewing figures it seems to be moderate…Continue…
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888 Holdings (888 – Buy)
Had a few dividends come through so have topped up these today. Whilst they have huge debt in relation to their Capital, the interest payments are well within their cashflow and Gambling, whatever your opinion, is a solid form of income. Following the takeover of William Hill that cashflow should start kicking in as well.…Continue…
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Imperial Brands (IMB – Buy)
Back into this for similar reasons as my recent BATS purchase. It’s currently yielding 7.4% so a nice steady earner. It’s also even smaller than BATS – Philip Morris is 8x the size so arguably even more ripe for a takeover. Buy price: £18.83 Dividend yield: 7.4% Portfolio %: 2.7% Total Portfolio holdings: 2.7%
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IG Group (IGG – BUY)
IG Group is a Business that facilitates the buying and selling of shares and other financial instruments by private investors (PIs). PIs cannot buy and sell directly, they have to go through a Regulated Broker (such as IGG). It started off as a spread bet firm. Here investors don’t buy the underlying shares, but just…Continue…