19 Comments

Hi Mark,

I am going to disappoint you but although I know about it all I just don't pay attention to banks and financials usually because they are too complicated as a business to understand unless you specialise in them. I try to stick to simple tuff like consumers, manufacturers, builders, simple models where yo can full understand them. How banks earn their money seems very divers and complicated so I just give them a wide birth.

Sorry I can't help any more than that.

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No worries Richard, your approach makes perfect sense. Thanks for the reply.

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Hi Laneo74

You are right, I do both. On occasions where the stock might look everyone is aware of and it starts moving up I might just pile in and keep adding as it goes up.

If the stock is quiet and I have some time, I try to buy so much that I don't move the price, than I average in, whether that is averaging down or averaging up, I just prefer to average as it stops me buying at too high a price then seeing a pull back.

More and more when I feel I I have found something very good like OTB I try to go in as big and as fast as I dare or else these things get away before I can get a sizeable position and averaging up destroys a great initial buying price.

Always try to average up on dips, even if they are only intraday,it make a big difference imo

Richard

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A pleasure Edward.

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Not at the moment Stephen, it's one I sold to buy GYM. I may well buy back though if cash permits and I can time it right.

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Thanks for the quick reply Richard. I’m also looking to raise cash to make purchases.

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Thank you Andrew

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Thanks re timing.

I don't know about OSB but CORD and AA4 both look like decent bowls imo.

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yep, if the indexes rise a bot more they will break through technical that should trigger more buying imo

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Thank you Colin

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Rebel, I am new subscriber, great write ups. What are your views on the vehicle finance shenanigans affecting close brothers, Lloyds and secure trust bank, amongst others. Storm in a tea cup, buying opportunity or stay clear?

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Thanks Rebel for the detailed review.

Sounds like many opportunities to come in the next month or so.

Unfortunately I didn’t buy back into OTB, CARD or LIO just yet but have done well with IAG and Jet2

I did however retain all my CAR and most FCH so haven’t had the greatest week!

Onwards and upwards!!

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Thank you sir, your analysis is always well researched and constructed. Your work is appreciated

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Hi Richard,

Thank you for your insights into early stage turnarounds and mid stage progressions. I would really value your view on how to go about increasing a position after an initial entry. Do you wait for pull back to support or add during advances. It is probably a combination of both, but what factors are you looking for to add to a position or conversly hold and wait? Any insight would be invaluable.

kind regards Laneo74

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Excellent analysis again Rebel. Thank you for posting this valuable insight.

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Richard

Do you hold CPI?

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Very well written - thank you

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Thanks Richard. Another fascinating post showing the objective analysis behind your stock selections. Your choices of OTB and IAG were expertly well timed. I notice some interesting bowls on OSB, CORD and AA4.

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