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View Poll Results: Which company?
Amazon 45 30.41%
Apple 32 21.62%
Facebook 12 8.11%
Google 59 39.86%
Voters: 148. You may not vote on this poll

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  #181  
Old 09.06.2016, 11:21
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Re: Stock investment poll

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To see how much your conviction you had in your recommendation or if it was just noise. As Warren Buffet said, if your not prepared to invest everything you have in a company, it's probably not worth investing anything.
Lol, so you have 100% of your net worth in Apple.

I have a sizeable chunk in each of SYNN and ZURN. More than the EF average salary. But only a fool would bet the lot on a single opportunity.
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  #182  
Old 09.06.2016, 11:31
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Re: Stock investment poll

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Looking closer to home (in CH):

VTX:SYNN will return you nearly 20% tax-free in less than a year IF the merger goes through (and probably won't fall much if it doesn't, and there are still suitors out there). The dividend yield is currently an 'OK' 2.81% (still better than stashing cash under your mattress or in the bank).

VTX:ZURN is looking cheap right now and has great growth potential but even if not, its dividend yield on the current share price is almost 7.5% tax paid.
SYNN is in such a mess that I would be reluctant to touch it. ZURN, I know nothing about, but 7.5% is very attractive... if they can sustain that dividend.

BP also has >7% dividend, but that is extremely shakey...
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  #183  
Old 09.06.2016, 11:36
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Re: Stock investment poll

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Lol, so you have 100% of your net worth in Apple.
Looking back at Phil's first post in this thread nearly four years ago:
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If you had to put a large chunk of your own money in one of these companies (or any alternative company of your choice), which would you pick (please specify if another)?

Google: 642.23
FB: 20.72
AMZN: 234.38
AAPL: 619.86
Here are the respective performances of those four stocks since 8.8.2012:

GOOGL: +131.2%
FB: +471.4%
AMZN: +210.0%
AAPL: +11.4%

... apparently Apple isn't as healthy as Dr FMF would have you believe.

Phil, if you actually invested in that portfolio back in 2012, fair play to you!
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  #184  
Old 09.06.2016, 11:40
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Re: Stock investment poll

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SYNN is in such a mess that I would be reluctant to touch it. ZURN, I know nothing about, but 7.5% is very attractive... if they can sustain that dividend.

BP also has >7% dividend, but that is extremely shakey...
Just repeating, the ZURN didvidend is tax free in your hands as a Swiss resident. Although history is no guarantee of the future, they've paid CHF 17.00 tax-free since 2010.
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  #185  
Old 09.06.2016, 11:42
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Re: Stock investment poll

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Lol, so you have 100% of your net worth in Apple.

I have a sizeable chunk in each of SYNN and ZURN. More than the EF average salary. But only a fool would bet the lot on a single opportunity.
I sold most of my Apple holdings over a year ago, the price rose to quickly so I never picked up a big enough stake. As I said at the time I wanted the price to fall further.

I guess you should tell that to any partner in a business, it worked out very well for the Goldman Sachs partners at the floatation.
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  #186  
Old 09.06.2016, 11:45
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Re: Stock investment poll

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Looking back at Phil's first post in this thread nearly four years ago:


Here are the respective performances of those four stocks since 8.8.2012:

GOOGL: +131.2%
FB: +471.4%
AMZN: +210.0%
AAPL: +11.4%

... apparently Apple isn't as healthy as Dr FMF would have you believe.

Phil, if you actually invested in that portfolio back in 2012, fair play to you!
I did in all except AAPL

But not as much as I should have and I also had a rather unfortunate incident where I sold my FB shares by accident and didn't realise for quite sometime (I wasn't checking portfolio regualarly) until I logged on and wondered where the F is my money? I had made a mistake in a limit order that sold all my FB shares which lost a large chunk of the FB gains
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  #187  
Old 09.06.2016, 14:53
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Re: Stock investment poll

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Lol, so you have 100% of your net worth in Apple.

I have a sizeable chunk in each of SYNN and ZURN. More than the EF average salary. But only a fool would bet the lot on a single opportunity.
Just been looking at the ADR's, Zurich looks rather worrying the yield is 7.36% & PE of 24.8. The dividend is over 1.8 times the profit, so you should expect the dividend to be cut 65% pretty soon. Am I missing anything?
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  #188  
Old 09.06.2016, 14:58
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Re: Stock investment poll

I see that Fundsmith are building up a position in a new company. I hope it is Fevertree as then it is another I can ignore
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  #189  
Old 10.06.2016, 09:44
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Just been looking at the ADR's, Zurich looks rather worrying the yield is 7.36% & PE of 24.8. The dividend is over 1.8 times the profit, so you should expect the dividend to be cut 65% pretty soon. Am I missing anything?
The dividend is paid from taxed reserves, of which ZURN has rather a lot. The gravy train can't continue forever, but for quite some time yet.
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  #190  
Old 24.06.2016, 15:36
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Re: Stock investment poll

There's a share firesale now on. I wish I had more free cash...
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  #191  
Old 24.06.2016, 15:59
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Re: Stock investment poll

The ZKB online banking portal was showing some wildly incorrect (as in massively inflated) stock prices for UBS ealier today. When i tried to sell at that price, an error was flagged. The problem has since been fixed and the history shows no trace of prces having been that high in recent times

Strange
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  #192  
Old 24.06.2016, 16:36
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There's a share firesale now on. I wish I had more free cash...
VTX:ROG closed last night at CHF 246.50. I tried to buy it this morning just after the market opened, at CHF 231.00. But I fell foul of the reporting delay -- every time I set a rate limit, it turned out the stock had already climbed above it. I finally bought at market price, at CHF 241.90, and it's currently up 0.9% from there -- nearly at yesterday's close.

I should have done that right from the start.
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  #193  
Old 24.06.2016, 18:44
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Re: Stock investment poll

Fatman what are you buying now?
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  #194  
Old 24.06.2016, 19:14
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Re: Stock investment poll

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Fatman what are you buying now?
I think he has shorted self pity, as there will soon be a glut.
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  #195  
Old 24.06.2016, 20:49
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Re: Stock investment poll

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Fatman what are you buying now?
350 Berkshire Hathaway B shares today today, Fundsmith was sharply higher in GBP. (as was Berkshire)
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  #196  
Old 01.07.2016, 20:56
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Re: Stock investment poll

I was very sad to have run out of cash as Brexit was a great buying opportunity. That said, I did sell off all UK stocks (pre-Brexit vote) except for ARM and BP and took the opportunity to boost holding in ARM. My holdings have now consolidated quite tightly to the following:

GOOG
FB
ARM
WMT
BP

Last edited by Phil_MCR; 08.07.2016 at 22:02.
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  #197  
Old 02.07.2016, 03:34
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Re: Stock investment poll

I'm thinking of putting serious wonga on Vertu Motors (VTU). It's currently 5 year low but still pays dividend so can sit tight until it goes up.

Compared to Lookers (LOOK) the NAV is 0.37 and the current price is 0.42 but Lookers' NAV is 0.35 and their share price is 1.10. Therefore, Vertu has a look of upside and all of their directors are buying on the dip, which gives me some confidence.

Vertu is listed in AIM, which means no stamp duty to be paid upon purchase and I believe it can also be added to SIPP (need to double check), which means exempt from CGT if you were UK resident.

However, if you don't want to believe the hype then you better do your own research.

Last edited by meister; 02.07.2016 at 03:48. Reason: Disclosure: I currently have a small holding in this company
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  #198  
Old 08.07.2016, 21:51
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Re: Stock investment poll

Fundsmith (in USD) mostly recovered from the Brexit impact.
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  #199  
Old 08.07.2016, 21:56
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Re: Stock investment poll

Anyone's thinking of buying the CS shares as they are dramatically low?
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  #200  
Old 08.07.2016, 21:59
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Re: Stock investment poll

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Anyone's thinking of buying the CS shares as they are dramatically low?
Decided on Ford instead. Dirt cheap! Giving 5% divi! All American! And not a bank!

Last edited by robBob; 08.07.2016 at 23:20.
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