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Thread: BeeBop does UK

  1. #16
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    Quote Originally Posted by percy View Post
    BeeBop.
    Thank you for sharing your interesting investing.
    I thought I would have had more time on my hands this year,which I had intended using looking at the UK market.
    Unfortunately I haven't found it,yet.!.
    Percy
    Many thanks for your thanks...it does take time especially if you are just entering into it so wise to stay out until you have that most precious (and highly depreciating) of commodities.

  2. #17
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    BeeBop has been thankful for "my" chosen approach as the portfolio has been stable through the UK election. KIE has been down a bit but MNKS is up...everything else has tread water.

    For my NZ portfolio, I shall wait for my IFT dividend to come in, sell my CEN (as it is already part of one of my managed funds) and slug the lot into my balanced MAM fund....again, caution for the time being, and I really can't find anything exciting to invest in within the NZ market.

    Note: I am not transferring monies from NZD to GBP (even though it makes paper sense) as I do want to have plenty of spare readies for property and shares in NZ should something tickle my fancy during the winter.

    BeeBop is also thankful for emergency planning and has called on it now due to certain diplomatic rows and hurried flight rebookings. Current plans are to spend a bitter winter in southern NZ, hopefully the sandpit fights will have settled by the end of August Again, BeeBop is thankful that no new properties were added to the greater portfolio and current rents coming lead to a worry free holiday in the frost - along with a wee sojourne to the Pacific Islands, midwinter, to warm up a little bit.

  3. #18
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    BeeBop is freezing in NZ.

    The UK portfolio seems to be stable with no significant growth since mid-June but the divvies are coming in so I am happy with that. As for the NZ portfolio, I am kicking myself that I sold my AIR.NZ at $3.00 - I always sell too early! But due to the cold weather, and a desire to improve cashflow, I am considering a property sale: this would somewhat increase my portfolio management activities - exchange rates are favourable! My big question to self is: should I pay the exorbitant fees charged by the wealth management companies in NZ, or, manage myself, or split the difference (leave some in NZ wealth management and take the rest to invest off-shore myself) and swallow the fee (I value every single individual dollar). I seem to have been spoilt with my int.TDwaterhouse fees (now bought out again and back to its original www.internaxx.lu).

    Currently, I have no plans for UK share purchases in the near term and remain happy with my MNKS.L and Jupiter India purchases - these two are my wee shining stars at this point.

  4. #19
    Senior Member MARKETWINNER's Avatar
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    BeeBop

    What do you think about top performing stocks such as Easyjet (LON: EZJ), International Consolidated Airlns Grp SA (LON: IAG),InterContinental Hotels Group PLC(LON:IHG). Will they perform well in the second half of this year as well? Thanks.

  5. #20
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    Marketwinner

    Hmmmm, of course I can not answer your questions about future performance. However, in my reading I have heard positives about EZJ....and the very top line fundamentals have a lowish PE (albeit a tad high for airlines globally) and a good yield of around 3.8% (which I like) there has also been some good commentary. As for IHG, I know very little about the fundamentals (but it has a 1.8% yield), having stayed in the Holiday Inn chains recently and been very impressed, I put them onto my radar but felt they were fairly valued.....net results, I was wrong and they continued tracking upwards. I have no idea about IAG.

    I am currently considering shares in the following article which can be found on iii.co.uk - I have just copied the title for you.
    10 'crisis-proof' shares to buy and hold forever


    By Kyle Caldwell (Money Observer) | Thu, 13th July 2017 - 09:34



  6. #21
    Senior Member MARKETWINNER's Avatar
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    Beebop

    I really appreciate for your reply and Thanks.

  7. #22
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    Quote Originally Posted by MARKETWINNER View Post
    Beebop

    I really appreciate for your reply and Thanks.
    I am wondering if you purchased IHG - it has done quite well according to the news reports.

  8. #23
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    So an update on my thread:

    My UK portfolio is continuing to do well. As I sat in NZ over the winter, I "fiddled" with the mix, the end result was a slightly more concentrated folio as I sold my infrastructure share HICL and the bond holding putting the funds into more TRI.L and EMR.L. I also sold the KIE.L (infrastructure) but I decided to play a little game and use a different strategy for that money: here I put it into one of the Top 5 performing Investment Trusts (using a selection tool) and I will hold for either 3 or 6 months and then sell (if another one at the time overtakes it). Independent Investment Trust (IIT.L) was the one and it doing this I keep my trades going with at least one per 3 months (fees at the minimum point).

    So far so good and the performance of my UK folio has lifted from good to "gooder". Mind you, now with the NZD:GBP as less desirable so I want to fund UK costs out of the UK folio - the NZ folio is more conservative so I will just let that lot compound and sit untouched.

    If anyone had purchased UK funds pre election (say around 6 months ago) they would have been sitting fairly pretty on a theoretical return to NZD!

    MARKETWINNER - As much as I like IHG, I have recently discovered the Premier Inn chain...I can get nights at GBP29.90 connected to T4 and Heathrow Airport (nice rooms too), so am now looking at the owner - Whitbread (I think)....this may be a long-term pick for me once I have taken the time to look into their reports...although, staying in Holiday Inn when I am in New York as there is no Premier Inn there and Holiday Inn is pretty dang good. No more Accor chain for me again!

  9. #24
    Senior Member MARKETWINNER's Avatar
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    BeeBop-Thank you for the update.

    It is good to hear you are doing well. To tell the truth I was studying their market behaviour. Suddenly out of the blue moon I found a special situation in a frontier market. Some opportunity comes unexpectedly. We can reasonably expect further fall in overvalued NZD.
    Last edited by MARKETWINNER; Yesterday at 08:25 PM.

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