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Dr m discussion board


#1256

@mememe, I’ve never been in BKS.

SOM I continue to hold and they will be due to give their Q4 results later this month. SOM is a long term hold for me and in the past they have under promised and over delivered, so I’m hoping this will still be the case. A relatively large volume seemed to affect the share price yesterday, which has recovered a bit today. They also pay a decent dividend (was yield currently about 3.5%).

ZOO seems likely to have been caught up in the general sell off in the e-games sector (I only have a very small holding in ZOO relative to the rest of my portfolio).

Volatility seems to be quite dramatic in some of the small caps in particular lately. Have a look at VRS, down yesterday but up over 15% today, this is all on no official news.

I was looking at the performance of my portfolio since 1 January yesterday and noted that several holdings had shown fairly dramatic improvements over the 2 month period. IQE is up about 40% and still rising, indicating a recovery in the semiconductor arena. AGL, INS, PANW and Boeing (BA, I recently added to my holding here) up 35%, SCT, TER and WD up 30%, BBH, HOTC, LGEN, MU, STM, TOMO and III up over 20%, EA and SWKS up 20%, ISRG and ABC up nearly 20%, ADBE, BWY, CHKP and FEVR up 17% ACN, ASML and ISPY up 15%, to name a few.

Obviously some of these are up having suffered previous large drops, but impressive all the same over a relatively short period.

Fortunately I have not had too many disasters (apart from MOTFB, which was always a two horse race).


#1257

@share_123_maiden, thanks for the detailed information.

I heard on Bloomberg that the e-games market was saturated that is why I sold ATVI even though I made a loss. It’s recovered but is still 10% below my sell price

Many of the stocks you mentioned I hold but not sure what INS, TER and TOMO are can’t find them in Search. BBH is back to where it was 6 Sep 18 (I bought that day), and STM is showing a loss (perhaps not looking at the correct one).

Some that I hold are DOMO, LSCC, MEET, Everbridge, Match, Paycom Software, RingCentral, Okta, Fisher&Paykel, Intuit, Netflix, Roku, Cronos. I hold a limited number of stocks (got rid of several dogs) I’m sure far less than yours. Good luck


#1258

Good morning @mememe
INS - Instem Life Science Systems (listed on AIM)
TER - Teradyne Inc (listed on NASDAQ)
TOMO - Tomra Systems (listed on CBOE-OSL)
STM - STMicroelectronics (listed on NYSE)

I’ve mentioned Tomra before as it involved in various recycling operations, including reverse vending machines. I think at the time you said that the platform you use doesn’t allow you to buy on the Oslo exchange. Tomra used to be one of the top ten holdings in the Impax Environmental Markets (IEM) Investment Trust but was no longer there when I checked this morning, which is slightly surprising.

Thanks for sharing some of your holdings (several of which are on my watch list). I’m going to embark on my final end of tax year review and reorganisation this week, so I will be ready and waiting for the new tax year and ISA contributions. I need to decide whether I am going to do Bed and ISA transactions or whether I will just transfer in cash and make new investments. I am currently still sitting on quite a lot of cash in my portfolio.


#1259

Dr M has done a bunk


#1260

My Christmas Song for 2019 backing track singer will do soon


#1261

I hope someone who knows him can confirm hes ok :wink:


#1262

Good morning @nonhebel11, I did think Dr M might return as the market has picked up since the dip at the end of last year.

I hope your wife’s health continues to improve.

Did you buy Melrose (MRO) in the end? Good set of results out today with one of my favourite statements too “The results for 2018 are ahead of the Board’s previous expectations”. I have always thought the management do a good job here, I was just slightly concerned about the size of the GKN acquisition.


#1263

This is one of my fav high risk bet


#1264

Yes bought Melrose have not added yet. Margaret is walking unaided in the house/ is v weak as her stroke symptoms from a few years back have returned to a degree. Police have divulged insurance info which we should have had day one / they gave us an incorrect reg no so we thought they had their own data base in fact they are using the same one Motor Insurance Data Base The driver has not yet been interviewed they intend summonsing him / I give up!!! You can get away with murder with them in charge - the Paakistani driver may have done a runner for all they know or care!!! He could have been using a foreign driving licence. Their report will reveal this at some point. Will be complaining again when i know the facts. My complaint is still open anyway as we thought the vehicle was uninsured and they had not followed procedures.


#1265

it is just a matter of time before platinum blasts off to the upside. The pressure from gold, palladium, and rhodium is just too intense for the metal that can be both a financial and industrial substitute for its precious cousin and sisters.

The most direct route to the platinum markets is via physical bars and coins for through the NYMEX futures contract. However, the Aberdeen Standard Physical Platinum Shares ETF (PPLT) provides an alternative. The ETF holds 100% of its assets in physical platinum bullion and does a good job replicating the price action in the metal. The price of platinum has moved from $755.70 in mid-August 2018 to its current level at $845 per ounce, a recovery of 11.8%.


#1266

Did you read the same article as me in Moneyweek by any chance? I have held a physical palladium ETF for some time now and topped up again in January, it continues to perform nicely, I believe there is a world shortage.

I’m also considering taking a position in silver which has both industrial uses as well as being used in jewellery etc. A physical ETF for any of the precious metals seems the easiest option for investment as far as I am concerned.

I’m pleased with the results from Capital Drilling (CAPD) today, I purchased shares just over a month ago and they are doing very well. They provide equipment and expertise for several large mining companies. This presentation is worth watching if you are interested.


#1267

well done have made money on these before / what is your target price? Copied article Hesch report re Platinum / Paladium is produced from the same source I think . Will look at silver am badly in red gold will hold long term unlike last time when lost out on massive hike.


#1268

I don’t generally have ‘target prices’ for anything. I tend to hold until I see a trend reversal and try to work out the cause. If there is no obvious cause and my reasons for investing have not changed I tend to stay put and monitor closely. Sometimes prices drop because they have got ahead of themselves so there can be a small correction before the upward trend resumes. I try not to trade too often as you incur too many costs. This time of year I do a thorough review and sell any poor performers to offset capital gains elsewhere. Unfortunately this year my poorest performers have been in my ISA which is not helpful.

Do you still hold Burford Capital? That is a case in point as the share price dropped back for a while, along with the rest of the market, but the upward trend returned and the share price is now nearly back to its all time high. The recent set of results were excellent so I’m glad I wasn’t tempted to sell. Often people don’t realise all the costs they incur when dipping in and out of stocks, especially with the smaller stocks where the spread can be large.


#1269

I did buy back into Burford on drop / am in profit hold a number of losers that are recovering Blue Prism See Softcat Do yo u hold SXX seems a massive investment debt if they borrow / have my doubts. I would not lend.


#1270

I’ve never held Blue Prism, it was one of those that always looked expensive. Nor have I ever held SXX, I prefer to invest in companies that are at least making money and not piling up debt. SEE looked promising in the past but is a ‘sucker’ stock, yet to make a profit and no obvious signs it will in the future. Best avoided in my book.


#1271

Softcat (SCT) I bought in February last year and topped up in March. I never sold on the dips and currently sitting on 38% gain. It has continued to grow its profits and pays a dividend, all round my kind of share. It’s not far off its all time high at the end of August last year.


#1272

@share_123_maiden, is the palladium ETF you mentioned PHPD?


#1273

bought PHPT is up since bought the other day PHPD is it’s sister


#1274

@nonhebel11, if that’s the case why is PHPD doing so much better than PHPT. What’s the difference?


#1275

Yes the palladium ETF I hold is PHPD. The other ETF PHPT is for platinum NOT palladium.