Yep, the jury with CARD, I've trimmed down, may hold the rest but it's so small a holding it may become a distraction for months when when there's other stuff that is better to concentrate on and reduce holdings. All those in my top holdings though I've reduced a W7L just to bank some profit and that it likely isn't an OBIAY from here.
I've been increasing MKS and RR. over the past weeks because MKS H1 end is on Monday and RR. getting a lot of good vibes on the SMRs.
Thanks very much for a great read again, slightly off topic but which site (or sites) do you use to track upcoming trading accouncements, H1 ends etc.? I have a few bookmarked but they don't record them accurately,
Yes IGR and CARD were disappointing and despite CARD having a good CEO, they do have a lot to do in the 2nd half to recover the situation. Let's hope they're not winging it until they next report!
Do CMCX, FCH, FTC, CAR and W7L (in no specific order) all feature in your top holdings right now or, has the weighting moved elsewhere?
Thanks Cockney. On the subject of shipping costs, I read that one Investment Trust involved in freighting, reported that compliance with international "sustainable policies" meant a speed restriction on tanker speed was enforced. This lifted shipping costs to their benefit. Those in control seem determined to crush businesses worldwide.
yes, very strong, noticed a 1.2m trade went through so that may have excited buyers
That's all you need to do, get more right than wrong imo.
I glean them from Sharepad, Investegate, RNS news, etc, wherever I can find them and save them to a calendar.
Yep, the jury with CARD, I've trimmed down, may hold the rest but it's so small a holding it may become a distraction for months when when there's other stuff that is better to concentrate on and reduce holdings. All those in my top holdings though I've reduced a W7L just to bank some profit and that it likely isn't an OBIAY from here.
I've been increasing MKS and RR. over the past weeks because MKS H1 end is on Monday and RR. getting a lot of good vibes on the SMRs.
Thanks
I’ve been increasing MKS steadily over past few weeks and sold a few W7L on Friday.
Also been buying a bit of FTC weakness
Got burned with the few IGR as well as CARD!
But still managing to make more good decisions than bad thanks to your weekly updates!
Btw strong end to yesterday for FCH👍
thank you.
Thanks very much for a great read again, slightly off topic but which site (or sites) do you use to track upcoming trading accouncements, H1 ends etc.? I have a few bookmarked but they don't record them accurately,
Cheers,
CO
Thanks again Rebel.
Yes IGR and CARD were disappointing and despite CARD having a good CEO, they do have a lot to do in the 2nd half to recover the situation. Let's hope they're not winging it until they next report!
Do CMCX, FCH, FTC, CAR and W7L (in no specific order) all feature in your top holdings right now or, has the weighting moved elsewhere?
Thanks Cockney. On the subject of shipping costs, I read that one Investment Trust involved in freighting, reported that compliance with international "sustainable policies" meant a speed restriction on tanker speed was enforced. This lifted shipping costs to their benefit. Those in control seem determined to crush businesses worldwide.
Appreciate your thoughts as always
Chin up rebel. Can't win em all!