Kindly Phil has written another P2P related Blog for us and again it includes some links to Special Deals where you can get a Discount and Phil and myself get a small slice as well. Please note these can be High Risk Investments and if in doubt you should consult with a qualified Financial Advisor - we make no recommendation with regards to suitability for you and we are not qualified or FCA regulated. If this is new to you then make sure you read Phil’s previous Guest Blog and you will find within that one some Lower Risk P2P Investments like Zopa and Ratesetter.
Cheers, WD. In my first article for Wheelie’s Website last month I wrote about the 'how's and ‘why's' of P2P (Peer to Peer), and if you're unfamiliar with the area it might be worth you reading my first article, paying particular attention to the risks involved: http://wheeliedealer.weebly.com/blog/guest-blog-peer-to-peer-lending-worthy-of-consideration-in-an-environment-of-low-interest-rates-and-rich-stockmarket-valuations
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THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A VERY LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY - MAKE SURE YOU UNDERSTAND THIS.
Part 1 of these CAKE Blogs can be read here: http://wheeliedealer.weebly.com/blog/stock-idea-patisserie-holdings-cake-fancy-a-slice-part-1-of-2
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A VERY LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY - MAKE SURE YOU UNDERSTAND THIS.
I have been aware of CAKE ever since it floated about 2.5 years ago - despite the high falutin’ name, Readers probably know this better as the Patisserie Valerie Coffee and yummy Cake shops. It has always struck me as a strong Growth Story that really relies on the rollout of new Shops and it has impressive Management with Luke Johnson who did Pizza Express driving it. For ages it has just been too expensive for me on a Forward P/E up around the high 20s but recently it has been in a downtrend (funnily enough I have seen many IPOs do this - they start off very strong then after maybe a year or so they start to go off the boil, even though the Business probably hasn’t changed at all) and it is starting to look much better value - especially after a recent very strong Trading Update. I don’t hold CAKE and I have too many Stocks anyway but I wanted to do a deeper look at them and I thought that writing a Blog would keep me off the streets and force me to really dig deep into what the story is here. Reading the recent Update on the morning it came out was what got me very interested again as they are clearly doing a lot of things right.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
If you’re keeping up with the tinkering I have been doing to the WD Portfolio, you may remember I bought a small stake in Devro DVO some weeks back after they had a Profit Warning and the Shares had dropped a lot. This was quite unusual for me as I tend not to buy into ‘Trouble’ if I can avoid it - however, in this case, DVO is a Stock I have dabbled with in the past and I know the Company reasonably well. My logic here was that this could be a decent chance to buy into them at a good price and I was particularly interested in the increased Capacity that the new factories have brought along and how this could give them space to grow in the future.
I do worry that people are beginning to get the impression this is a Technical Analysis website - I assure you this is not the case, I purely use TA as an aid to my far more crucial Fundamental Analysis !!
Anyway, the point of this Blog is that there was some chit chat on Twitter recently about investing in Miners and the Mining Sector. I am no fan of the AIM Tiddlers as you probably know by now (if you want to waste Money, give it to me please - I might even say “thank you very much” which is more than an AIM Exploration Stock will offer), however, I don’t have much Mining Exposure apart from a small Glencore GLEN position and a load of Golden Prospect GPM which is sort of a bit different as it is really a Hedging Play on Gold.
If you ever get involved in writing ‘stuff’ then you will probably recognise the quandary I often find myself in where I decide I want to get a Blog Draft written but I am not really sure what to write it about and although I have a long list of potential Blogs with high-level ‘outlines’, it is often the case that none of them really get me inspired. If there is such a lack of desire to put Fingers to Keyboard, then writing them can be a bit tedious and it probably doesn’t produce my best work (or even anything worth reading !!).
In the main I think I have been quite fortunate - possibly because I try to keep pressure off myself and I don’t do things like Charging for Website Access which would make me feel obliged to do stuff and it would be a bit too much like ‘Work’, and it is very rare that I write a Blog and actually find it tedious. In fact, the only one I can recall where this happened was that awful one on Hedging - I remember starting it with bold plans and then getting really bogged down and lacking any enthusiasm for it. In the end it just got released as an “over to you lot, I am so fed up with this” kind of thing and I know it wasn’t my finest hour…..(more like 60 hours was how it felt).
I was out in my garden this afternoon trying to dodge the Showers (that never actually came but that’s another yarn for another day) and I was rolling Brexit thoughts around the WheelieBrain and thinking about how I need to handle things in the next couple of Weeks (or less). As I shoved my Sweetcorn Plants into the freshly Horse Pooed soil, the thought kept hitting me that Brexit looks a real possibility - and what does this mean for my Stocks and Strategy?
I don’t want this Blog to be a Political Rant or anything - quite frankly there is far too much of that around at the moment and I am sure Reader’s know my view (and how I Voted) and it is up to each and every one of us to make our own decisions about how we Vote. I will just tell you how I see things and it is up to you to do whatever you want - as of course you should always do - this is just my Personal Diary of my Trading - I am not making any Recommendations or anything.
Last week was pretty soggy but it looks like we will get a bounce over the next few days and all the Major Indexes are suggesting this will happen. However, May is notoriously a weak month and with the Brexit Vote coming into view (June 23rd), I doubt we can make strong headway and the best scenario is probably a Sideways Range for a bit.
If you listened to the Podcast I recorded with Justin last week (if you have not had the pain but are truly into masochism, there is a link at the top of the Homepage), I talked about how I saw the Brexit Vote playing out with regard to the Markets - in essence, I see weakness in the weeks running up to the Vote and then a small bounce if we vote to leave the tyranny of the EU and a huge powerful Rally if we vote to stay in - sadly I suspect the latter will happen. However, any Rally will probably falter around the Autumn as September and October are often difficult Months.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
On Tuesday 2nd February I dragged my sorry Butt up to Islington for the Shares Magazine / Cenkos ‘Innovators and Investors’ Conference which is something they have been running for several years now. I find it is quite a limited event in that there are not all that many Companies attending but in a way that is a good thing as it is easy to whittle down the ones I want to speak to and I can focus my efforts on them. A big danger in Investing arises from the classic ‘Too much choice’ problem.
THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY.
One of my Twitter buddies sent me the following Notes he/she made as a result of attending an Equity Development Investor Evening on Thursday 19th November 2015. For various reasons they must remain anonymous but were happy for me to share this with WD Readers - I believe they own Shares in FRP and MTEC. |
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