Tom Winnifrith Bearcast: So Roger Lawson & the share selling twit from Accesso, just how do you want to control me?
Tungsten – “achieved its first annual EBITDA profit”… but what about cash & the rest of the balance sheet?
Caption Contest: Neill Ricketts of Versarien seeks guidance from a strong and stable proven winner edition
As the five year launch anniversary approaches for Woodford Equity Income Fund, another line in the sand approaches as the race to the bottom accelerates
Published 97 days ago
Travel operators TUI AG (TUI) and Thomas Cook Group (TCG) both featured in the top five most frequently tipped companies over the last seven days in a busy week for trading updates. Homebuilders Barratt Developments (BDEV) and RedRow (RDW) also received an influx of tips after both released interim results, while there was increased tip activity for GlaxoSmithKline (GSK) and Smith & Nephew (SN.).
Published 116 days ago
Hello Share Trudgers. Though treading in my erudite colleague Chris Bailey’s shoes, I thought it might be useful to have another take on GlaxoSmithKline (GSK) This giant pharma is a big part of my ‘safer’ Footsie portfolio (I put safer in quotes as some of my biggest losses ever have been members of the big 100 club)...
Published 120 days ago
Hello, Share Swappers. As you know, Big Donald’s stand-off with opposing politicians has led to the curtailment of government activities in Washington. You might not be aware that some British firms are affected by this curious situation. For example, those federal officials who give go-aheads to pharmaceutical companies have not been able to act as speedily as they’d like to...
Published 154 days ago
Hello, Share Whackers. My more inspirational Shareprophets colleague Chris Bailey has already posted on an exciting development for GlaxoSmithKline (GSK). As this is a share I’ve also pushed for some years, allow me to add my own humble thoughts...
Published 155 days ago
Back in the day, I used to be an institutional fund manager and did go on a number of brokerage lunches at around this time of year. The essential underlying aim of these lunches did not change for years: a thank you for business given during the year...and a pitch or ten about stocks that could be bought (or sold) early the next year in order to keep that commission flow going (and from the broker's perspective hopefully building). It seemed to me that the ideas took a very simple form: buy the underperformers and sell the outperformers. Well who does not like a bargain or - indeed - to take profits? So from an akin premise - but with an added slice of cynicism (and no need to elicit your brokerage commission flows!) - what does a 'brokerage lunch list' throw up as interesting in December 2018 looking ahead into 2019?...
Published 156 days ago
Much has been said or written about GlaxoSmithKline (GSK) during 2018 and my most recent contribution back in July suggested that a divisional split-up was a spoof. Well today's announcement that Glaxo has formed a joint venture vehicle with US pharma behemoth Pfizer for their respective consumer health arms (with ownership split 68%/32% in favour of Glaxo) appears at face value like a step in the right direction for under pressure CEO Emma Walmsley and team…
Published 220 days ago
Hello, Share Pinchers. One of the most attractive sectors to invest in for those who like to inhabit the moral high ground is medicine. Who would not want to try to alleviate pain and suffering in Britain and the world? Yes, there can be worries that some companies are not as good as they might be in curbing the costs of treatment and drugs, but on the whole it’s a satisfying area of investment.
Published 303 days ago
I know the summer heat is starting to get to everyone but today's regulatory and brokerage output is a little...coy on a few names I have written about in the past few months. So in the spirit of helping market transparency...here is what three large corporate names are trying to say...
Published 346 days ago
Hello, Share Nappers. It was a long time ago that I sold them, but shares in Oxford BioMedica (OXB) have started doing rather well. And that is becoming more unusual for small pharmaceutical companies. So the firm must be doing something right.
Published 423 days ago
Last week I hoped that GlaxoSmithKline's (GSK) backing away from a mega deal which would have seen them splurge US$20bn odd on the consumer unit of American pharma name Pfizer was an early sign of a new commitment to not building an empire and maybe even considering splitting the company up into its constituent parts. Well that slammed that door closed today with news that they are buying out the shares in a consumer healthcare jv they have with the Swiss pharma giant Novartis for a cool US$13 billion.
Published 427 days ago
I was hoping for a big bit of volatility in shares in Next (NXT) today but its full year update is - in the wider scheme of things - pretty worthy. Why?
Published 464 days ago
Warren Buffett always tells us that his intended investment holding period is forever, that he buys stocks he would be happy to hold if the market closed down for five years. I guess, then, if you’re Warren Buffett then the market travails of the last few days won’t bother you. If you’re not Mr Buffett I offer a few thoughts.
Published 538 days ago
The big pharmaceutical companies have traditionally been a fairly safe bet for a steady source of income over the years, and through the peaks and troughs in the markets.
Published 662 days ago
Hello, Share Spooners. Given the ageing and less healthy world population, I have often said that the big pharmaceuticals offer a buying opportunity. But as usual with medical advances, progress has been slow. I hold shares in GlaxoSmithKline (GSK). But although I’ve often been tempted to dive into its big rival AstraZeneca (AZN), I have resisted the urge. Now I’m rather glad I did.
Published 724 days ago
Hello Share Shapers. Every so often I look at that great British pharmaceutical giant, GlaxoSmithKline (GSK) and I usually notch it up as a buy. Despite the fact that it has not been quite as successful a punt as I had hoped, I am still well up on my three year old purchase. The dividend, which I have at nearly 5% is also useful. And I was gratified that it was one of the perkiest Footsie risers on Friday.
Published 836 days ago
Hello Share Punchers. I’ve just heard on the BBC more woes facing British hospitals. It does seem that most of them now have no slack and routine operations keep being put off, with nowhere to send many patients once beyond the surgeon’s knife.
Published 875 days ago
You want your share tip of the year to have the potential to double or treble. You will not get that with GlaxoSmithKline (GSK). Equally it is incredibly unlikely that you might lose 75% of your cash on Glaxo. Elephants do not gallop eith forwards or backwards. My third tip of the year is a stock that could lose 75% and become a cash shell. But it is also one that could easily treble and I think he odds are on the treble not the collapse. I refer to Wishbone Gold (WSBN)
Published 976 days ago
It is great to see that one of the UK's largest companies, GlaxoSmithKline (GSK) has a new CEO who has a cracking CV and and has without doubt been appointed on merit. Oh... and she wears a skirt, that is to say that she is a woman, Emma Walmsley. I wish her well. Emma demonstrates a couple of things which will horrify the liberal left.
Published 1081 days ago
Hello Share Pitchers. My parents were so frightened of cancer that they refused to utter the word. As a result I had never even heard of the affliction until I was an advanced teenager. These days we all still fear the condition, but we perhaps should not do so as much as we used to. This is because treatments are becoming more effective year on year. It is still an appalling killer, though.
Published 1097 days ago
With uncertainty over Brexit and possible market turmoil around this event, and assuming you’re not planning to move to cash, now would seem like a good time to add some defensive shares to your portfolio.
Published 1133 days ago
Published 1207 days ago
Hello Share Shiners. All right, this is another article on a promising bio science outfit. Yes, my support for companies which push through the frontiers of medicine is undiminished in 2016.
Published 1240 days ago
I hope you have a happy and healthy New Year. Though, especially if you are of a certain age, I fear the odds are against it. My Christmas cards usually contain letters from old friends and relatives. And I was shocked to learn that one of them had almost lost her sight, another is on crutches awaiting knee transplants, another has breast cancer and so on.
Published 1262 days ago
Hello Share Trippers. Oh dear! The price of crude oil drops to less than 40 dollars a barrel.That’s really nasty and we can blame OPEC for refusing to cut down on the amber nectar it has for sale.
Published 1267 days ago
Hello Share Surfers. The old Footsie fell 2.5% on a day which began rather well. Why? Well, according to the media, the European Central Bank 'failed to deliver on market expectations for an increase in monthly asset purchases.’
Published 1341 days ago
The recent big drops in many leading stock market indices, including the FTSE100, is giving an opportunity to pick some stocks up at a bargain price. I think that GlaxoSmithKline (GSK) definitely falls into that category and its current share price of around 1285p – the lowest levels since mid-2011 – offers a great long term buying opportunity for this FTSE100 listed pharmaceutical company.
Published 1568 days ago
If you want to make money in large cap shares then you have to spot the big changes. Deals can be such transforming events…and updates from two big FTSE-100 heavyweights over the last day or so are noteworthy.
Published 1597 days ago
Richard Burrows, the chairman of British American Tobacco (BATS), has increased his ownership of the company with a significant £176,017 purchase. 5,000 shares were bought at a price of 3520.34. He now has 15,000 shares in the business.
Published 1604 days ago
After some careful thought I have selected GlaxoSmithKline (GSK) as one of just two of my Prime Share Selections for 2015. Being honest, I find it difficult to pick two which really should be the best of all shares, but I am fairly confident GlaxoSmithKline will perform well in 2015.
Published 1615 days ago
Shares can be a real rollercoaster ride. ‘Mr Market’ can perform such gyrations for no logical reason, but this can still have a serious effect on our wealth. This week £62 billion was added to the value of the FTSE 100, as the index enjoyed its best week in three years.
Published 1623 days ago
I’ve already mentioned how the FTSE dropped a whopping 2.49% on Friday. I’ll be directly honest with you now, it was quite painful to watch. Sometimes owning shares is like living in a surreal dream, sometimes it’s like experiencing a nightmare. It’s hard to comprehend how you can be worth so much less at the end of the day... for doing nothing.
Published 1626 days ago
GlaxoSmithKline (GSK) has recently announced that it has failed to sell its established products portfolio. This is basically a bunch of North American and European drugs that have recently lost their patent protection.
Published 1633 days ago
Hello Share Samurai. There's a growing case for turning Japanese. I mean in the buying of Oriental shares.
Published 1643 days ago
I’m writing this article mainly for people who haven’t invested in shares yet, or those who haven’t put much of their wealth into equities. This year has been quite a buying spree for me... as of now over two thirds of my total worth is in shares, and around 75% of my quickly accessible wealth.
Published 1647 days ago
I’m sorry it’s been a while that I’ve written. I have been doing lots of other things, mainly to get more money to invest in shares, but I still should have written more. I’ve been doing lots of ‘active research’ including travelling to shareholders meeting and more ‘in depth’ personal research into companies that I own, but that’s still no excuse. I’ve kind of had a bit of ‘writers block’ but there’s something interesting on my mind now which hopefully I can express.
Published 1668 days ago
Hello Share Shapers. They say that it's the payment of dividends, rather than striking it lucky occasionally, that leads to making real money on the Stock Exchange.
Published 1673 days ago
Hello Share Pounders. At the risk of sounding again like a soft goody goody (TW Note - perish the thought), I want to commend to you the warm feeling that can be achieved by investing in big pharma companies.
Published 1673 days ago
It’s been a torrid year for GlaxoSmithKline’s (GSK) share price. From a year high of 1706p, it recently fell to a low of 1296.p. However there was some much needed cheer yesterday, when the shares, trading at around 1330p, were lifted to over 1400p briefly, before closing at 1385.5p. The catalyst? Publication of its results at 12 o’clock which beat expectations.
Published 1675 days ago
It is good to see the FTSE 100 rise today, but not all companies are joining in on the fun. Shares in British American Tobacco (BATS) have fallen, so have shares in GlaxoSmithKline (GSK) and Banco Santander (BNC) shares are basically flat at 549p.
Published 1676 days ago
Ebola is certainly everywhere on the news at the moment. The epidemic continues to spread like wildfire, and more people are dying all the time. Thankfully, GlaxoSmithKline (GSK) is continuing its work on a vaccine which should help stem the spread. Today it issued a press statement, opening with the following:
Published 1689 days ago
The FTSE took quite a hit yesterday. It closed down by 1.04% at 6495.58. Yet there is good news- I believe there are a number of buying opportunities around at the moment! For the long term investor a general market sell off should be viewed as an opportunity not a cause for alarm. So here are two stocks that I am nowlooking to add to thanks to the market wobble.
Published 1698 days ago
Peter Lynch makes an obvious but interesting point about the PE ratio of shares in his classic One Up on Wall Street. “If you buy back shares in a company selling at two times earnings (a p/e of 2), you will earn back your initial investment in two years, but in a company selling at 40 times earnings (a p/e of 40) it would take forty years to accomplish the same thing. Cher might be a great-grandmother by then. With all the low p/e opportunities around, why would anybody buy a stock with a high p/e?”
Published 1724 days ago
GlaxoSmithKline (GSK) shares are currently trading at 1457p on a PE of 13.1 and a dividend yield of 5.35%. I’ve only fairly recently bought into the company, here is a table at between 1379p and 1556.6p, So I am not exactly quids in yet but this is a long term play.
Published 1726 days ago
Hello Share Collectors: There is a growing case for investing in companies, which sell or look for medical cures. I think the big British pharma companies are undervalued and worth a punt.
Published 1760 days ago
The fall in the GlaxoSmithKline (GSK) share price to1428p is a story in its self. Not only is it back to where it approximately was in 2013 but it now stands on what I perceive to be a three year support level. (Have a look for yourselves.) If so, will the share price hold there and is it a reason to buy the shares as cheap at 1428p on an historic dividend yield of 5.4% and on the basis that “there will always be a Glaxo”; an approach that has generally speaking been a good point to buy the shares when the news looks bleakest?
Published 1762 days ago
Malcolm Stacey is a very good man. He is an ethical operator in every way. But when looking at the nest of snakes that is AIM that is not perhaps the greatest attribute an investor can have. The Vipers lure you with a line about ethical investing but 99% of the time it is just so much cock.