Shares I own, Shares I’d like to own, Shares I don’t want to own.
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Cash injection
For the record I have added some cash to top up my ISA before the Allowance disappears at the end of the Tax year. This has funded some of the recent purchases.
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British American Tobacco (BATS – Buy)
One of the sinful Companies (Tobacco, gambling, Oil etc.). I’ve held Imperial Brands in the past. BATS latest financial report was slightly gloomy and this has hit the shares a bit, however although tobacco is on the decline, there are plenty of smokers out there and all manufacturers are developing vaping products. The jury is…Continue…
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Associated British Foods (ABF – Sell)
Owner of the Primark Brand. It’s had a good run and the dividend yield is not particularly appealing, so have sold for now. Bricks and mortar shops are still finding it tough, although Primark does seem to defy the odds with its rock-bottom prices. Held for approximately 1 year for a 17.5% gain. Sell price:…Continue…
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Centamin Mining (CEY – Buy)
Back in again after a 20% drop from when I last sold…
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Domino ho ho (DOM – Buy)
In a downturn, it’s the expensive meals out that goes, not so much the takeaway end and perhaps even a boost as people downgrade their treat spend.
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HSBC (HSBA – Sell)
I’ve held HSBC since 2019. Since then, obviously, we’ve had the COVID crisis and at one point the shareholding had halved in price. It has now made that back, and then some. Whilst its latest report was very positive, there are headwinds with Russia and China. China’s intentions towards Taiwan may also be a concern.…Continue…
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888 Holdings (888 – Buy)
888 has been hit hard by its high debt and a Compliance issue. With a Market value of 4.5x earnings and solid margins it is one to tuck away.
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LSL Property Services, Belvoir Group and Crest Nicholson (LSL, BLV, CRST – all Buy)
About LSL Property Services (from its Press Release) LSL is one of the largest providers of services to mortgage intermediaries and mortgage and protection advice to estate agency customers, completing around GBP41bn of mortgages in 2021. It represents around 10% of the total purchase and re-mortgage market with around 2,900 financial advisers. PRIMIS was named…Continue…