Recent content by cristoff

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    current HOT industries and HOT company stocks?

    both those and west china cement look worth a punt.
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    current HOT industries and HOT company stocks?

    Im in two minds about both ITV and YELL, i did a lot of research around them a few months ago, and am kicking myself for not having got in - in truth i would describe myself as an investor rather than a trader, and i dont think that ITV has a sustainable business plan with advertising revenue...
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    current HOT industries and HOT company stocks?

    have you got any current long positions in housing construction or insurance? have just taken a quick look at taylor wimpey, think it would be worth doing some analysis of them, and barratt. Project for tonight perhaps.
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    current HOT industries and HOT company stocks?

    Interesting that the tories would split lloy/hbos, guess just depends if they get in before the lloyds banking group strengthens sufficiently, I suppose - and i appreciate i might sound like a stuck record, if the banks can weather the storm there is a fortune to be made long-term. Just wish I...
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    current HOT industries and HOT company stocks?

    sorry, i dont think i specified but i hold my shares as opposed to CFD. I completely agree with you though, the only real risk of long term loss is through nationalisation, and i dont think the UK Govt wants to nationalise both RBS and LLOY, so we should be ok. Might take a while before they...
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    forex zero sum game

    Interesting quote, but there are lots of factors that can move an exchange rate other than purely speculative capital. If a business decides to set up a factory in a foreign country, they may need to buy a large quantity of that currency to pay labour costs, running costs and wages etc. Does...
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    lloyds right issue

    a lot of the posters on iii seem to think in the next 12-18 months lloy will be close to 1.50 Unless something terrible happens, I dont see why it wont be over a pound by then. If I were you, I would be tempted to hold my position for 6 months, then look again. Once confidence returns to the...
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    Inflation

    Im not sure anyone is in a position to say how bad inflation / stagflation will be over the next decade. (my understanding of stagflation was unemployment and inflation) Unless i missed it, has anyone made an estimation of the current money multiplier / velocity. how much 'extra' money...
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    Inflation

    Other factors come into play too. Increasing interest rates are thought to strengthen exchange rates as hot money moves in to the country where they can get better returns. A possible result of this is that exports become less competitive, decreasing the exchange rate once more. The UK (in my...
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    current HOT industries and HOT company stocks?

    Hi, long time reader first time contributor. Let me first say, i am no trader - im simply looking to invest for the long term due to the pitiful savings rates. That being said, im looking to hold shares for years rather than days. Ive got holdings in both RBS and LLOY, 22p and 60p averages...
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