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ghworker2010

Buying shares in Uk companies. What do you recommend?

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In the event of a significant stock market crash in the Uk what shares (equity) would you buy?

 

Im interested to hear that shares on RBS are down 50%. Whats your take on this company? As this is partially owned by the Uk tax payer

one can assume the govt will never let it go bust. Why is it down 50% and after china virus drama is all over can one expect this stock to pump back up?

 

Sending money to the Uk to buy shares on current exchange rates seems quite favorable. 

 

Any opinions are appreciated. 

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Gone for 10k in each of RBS, Barclays, Lloyds and HSBC, Coke a cola, Ashstead, BHP,  Rio Tinto snd Just Eat. I'd keep clear of Just Eat. Uber threatening and monopolies commission reporting 9/5. As ever though DYOR.

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5 hours ago, ghworker2010 said:

As this is partially owned by the Uk tax payer one can assume the govt will never let it go bust.

Taxpayer bought it to "stabilize" the market at between 700 and 300 from Oct 2008 to Dec 2009.

Now available at 117.

 

 

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Posted (edited)

not a good time to buy shares unless you have money to waste and the last place I would invest is RBS .i have a managed portfolio with a very well known investment management group and over the last two weeks my valuation portfolio  has dropped by more that 20K and although this is paper profit it’s going to take a year or two to recover to that level in my humble opinion I would recommend you stay well away from the markets at the moment . By the way RBS are in the middle of rebranding they are going to be renamed National Westminster I think this is down the the bad vibes over the years that RBS have got .

Edited by crazykopite
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20 hours ago, Surelynot said:

Gone for 10k in each of RBS, Barclays, Lloyds and HSBC, Coke a cola, Ashstead, BHP,  Rio Tinto snd Just Eat. I'd keep clear of Just Eat. Uber threatening and monopolies commission reporting 9/5. As ever though DYOR.

Surely Not?

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As always when buying into markets, timing is everything. Buying-in when the market has tanked is a sound strategy. However, has the market bottomed out yet? I doubt it, but then again have no idea when it will so sorry to say - you’re on yer own mate! When you do invest I recommend Fundsmith. An investment fund with a common sense philosophy and a stellar performance record in the 10 years I’ve been a client. 

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Really depends on where you the economy will be in a years time.

 

IMHO it's too late to sell if you have an existing portfolio, so painful as it may look I shall be holding my existing positions.

 

Also, it should be noted that most FTSE companies have delayed reporting and suspended Dividend payments - a prudent if painful move IMHO. P/E ratios will need to be re-assessed as will Dividend yield. 

 

Obviously, as always,  companies with a large debt pile should be avoided.

 

To directly answer your question I will add to my positions in the following on a trickle basis:

 

AV. - IMHO was undervalued and plenty of spare cash

MARS - Pubs closed, off sales increasing, debt was decreasing

BOO - As long as warehouses function its stable of targeted fashion brands should jog along

PFC - A slim trim company since the SFO investigation was announced and hurt badly by Brent price.

GVC - Shops closed and sporting events cancelled but online still active and a rosy looking future in USA

ITV - Perennial takeover target

VOD - Bit trickier to gauge full debt commitments

 

As stated previously Fundsmith is a cracking fund as are Lindsell Train.

 

I do intend to hold for the long term but will top slice when I feel the time is right.

 

Best of Luck

  

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45 minutes ago, retayl said:

As always when buying into markets, timing is everything. Buying-in when the market has tanked is a sound strategy. However, has the market bottomed out yet? I doubt it, but then again have no idea when it will so sorry to say - you’re on yer own mate! When you do invest I recommend Fundsmith. An investment fund with a common sense philosophy and a stellar performance record in the 10 years I’ve been a client. 

Fundsmith
Industry Investment
Genre Fund Management
Founded November 1, 2010 in London, England
Founder Terry Smith
Headquarters Cavendish Square, London , England

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I would buy oil and airline shares these will recover in the long term but expect to hold them for at least 5 years 

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22 hours ago, plachon said:

"In the event of a significant stock market crash in the Uk what shares (equity) would you buy?"

 

Do you mean you don't think 30 % crash in FTSE 100 is "significant"? The crash has already happened and will continue for many months and quite possibly years to come. In fact, it may never recover as a global recession kicks in after COVID-19 pandemic is over. The only way is down, baby! 😉

 

But if you did want to buy something that should be relatively crash-proof, then probably supermarkets and other food producers/retailers might be relatively safe, as it's hard to substitute food in one's daily life. But even these won't be immune, as people get poorer, they can afford to buy less and so overall demand will decrease in long run.....also fewer customers around. 

Optimistic type are we? Why be difficult, when with a little more effort you can be bloody impossible?

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1 hour ago, SERGERAMOS said:

I would buy oil and airline shares these will recover in the long term but expect to hold them for at least 5 years 

many airlines will either be nationalised, in which case any investment will be lost, or so devalued as to be useless, or they will go bust and you will lose everything.  Steer clear of travel companies, transport companies or anything else that  is likely to get nationalised and therefore massively devalue the share holdings of private punters.  See my further comment above, so don't take any notice of me.  I don't really know either. 

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But wait until the market bottoms, the latest up swing is only a spike.

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