Prof103’s Activity

Thu Jul 24

NL

Boards Post

Prof103 replied to the Tesco plc board. 19:23

Re: Poll: Are you a buyer?

Don't you just love to be contrarian?

I do.

Just topped up on Tesco this morning.

Tesco is currently down 27% from its year high.

Would folk prefer to just hold on to what they had or bought at the year [more]

Mon Jul 21

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 10:02

Re: The new reality ?

Hello catoisdead2,

So nice to receive an reply informed about the period. I concur with everything you have said in fleshing out my brief comments.

"Poor industrial labour relations is, and was then, a Management issue. British [more]

Sun Jul 20

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 12:55

Re: The new reality ?

Yes I remember those strikers in my youth to and marvelled at their sheer stupidity. They campaigned for more and more pay until they priced themselves out the market, cars are now made mainly outside of the UK and coal comes mainly from [more]

Sat Jul 12

NL

Boards Post

Prof103 replied to the Paulypilot's Pub - Macro Topics board. 21:13

Re: UK Productivity Gap 'Structural'

— and often referred to as the ‘productivity puzzle’.

I think BoE folk and economists need to get out and about a bit more.

Then they might meet people who are on zero contract hours, others who describe themselves as [more]

Sat Jul 5

NL

Boards Post

Prof103 replied to the Jokers Corner board. 16:42

Re: Independant Assessment.

Sorry to burst your bubble USA, but shouldn't it actually be us that celebrate Independence Day?

No, the French.

Fri Jul 4

NL

Boards Post

Prof103 replied to the Investment Strategies board. 14:22

Re: Seasonalities: Jun 2014

Hi spasmodicus,

yes, you are right that the idea of equity premium probably breaks down when it comes to bubbles. However 15 years of compound 2.5% increase still gives a factor of about 1.45, which means that if bubbles are really [more]

Wed Jul 2

NL

Boards Post

Prof103 replied to the Investment Strategies board. 21:15

Re: Seasonalities: Jun 2014

Hello spasmodicus,

yeah, but 20 years ago in 1994, before the 2003 .com and 2009 banking crash minima, the FTSE index stood at around 3100. So in 20 years it has increased by a factor of about 6800/3100 or 2.2. That's a compound 4% per [more]

Wed Jun 18

NL

Boards Post

Prof103 replied to the Oil & Gas - Companies board. 10:25

Re: Sector vs stock

For myself, I look forward to cashing in my E&P chips and moving them across to reliable income generators. But I have difficulty regarding current SP's of my E&P stocks as anywhere close to fair value and am reluctant to sell at bargain [more]

Mon Jun 16

NL

Boards Post

Prof103 replied to the Middle Eastern Topics board. 10:36

Re: Mission Accomplished

Blair is on another crusade, this time to liberate our minds from the shackles of reason. We didn't cause this debacle?!? He wants you to believe the bombing, invasion, and disastrous occupation of Iraq was completely inconsequential to the [more]

Fri Jun 13

NL

Boards Post

Prof103 replied to the Investment Strategies board. 18:17

Re: Poll: How important do you think dividends a

Yes 100% stocks with dividends reinvested (and perhaps the addition of some savings from wages) is a good choice of growth portfolio. If however you've no wages coming in and are drawing an income - perhaps spending dividends, and the risks are [more]

NL

Boards Post

Prof103 replied to the Investment Strategies board. 11:44

Re: Poll: How important do you think dividends a

"...growth comes from both capital gains and dividends"

... and volatility.

Very interesting, jfh55.

In qualitative terms, we think of both capital gains and dividends, as for a fully invested portfolio, [more]

Thu Jun 12

NL

Boards Post

Prof103 replied to the Middle Eastern Topics board. 12:17

Re: Mission Accomplished

Middle Eastern states arose out of the British/French colonial carve up following the First World War. They survived as such by the power of local military dictators.

The US invasion of Iraq to remove Sadam also removed the army and [more]

Mon Jun 9

NL

Boards Post

Prof103 replied to the Investment Strategies board. 13:35

Re: Poll: How important do you think dividends a


You can't isolate the returns attributable to capital and dividends. It's not possible. They're both equally important components of the total return.

If I have an investment that returns 10% p.a. in total, and 5% p.a. comes from one
[more]

Fri Jun 6

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 19:39

Re: Nothing changes

Now in hindsight many of the population believe that Margaret Thatcher's policies were a godsend and that they gave us the prosperity that we have enjoyed since.

Nothing to do with North Sea oil then?

P103

Fri May 30

NL

Boards Post

Prof103 replied to the Paulypilot's Pub - Share Ideas board. 12:00

Re: Investing does not have to be difficult!

I've managed about 12% CAGR over the past 14 years (dividends fully reinvested, mind), but that masks some huge mistakes, and is hugely flattered by calling the 2007/8 crash more or less right (I call it skill, others call it luck, I doubt I'm [more]

Wed May 28

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 11:20

Re: Market high - time to sell?

So here's the question, at least the one I ask myself: "what is the price at which I would recognise that my correction call was wrong and buy it all back?" And do be honest here, at least to yourself... Many of us have called a [more]

Fri May 23

NL

Boards Post

Prof103 replied to the Jokers Corner board. 16:21

Re: Prince Charles

Bad taste eh?

P103

NL

Boards Post

Prof103 replied to the Jokers Corner board. 09:27

Re: Summer Place

And didn't you enjoy it!

P103

Tue May 13

NL

Boards Post

Prof103 replied to the Foolish Social Events NOT London board. 13:42

Re: Edinburgh TUE 13 May final details

Hi Joe et al,

I will be over by bus from Glasgow and may see you in the Guildford Arms before The Dome.

A bientot,

Prof103

Thu May 8

NL

Boards Post

Prof103 replied to the Music Music Music board. 16:50

Re: Bert on the Beeb

BBC4 on Friday at 22.00

http://www.bbc.co.uk/programmes/b03tdd6m

The Genius of Bert Jansch: Folk, Blues and Beyond
"Interviews and rare archive footage weave
[more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1163
Recs Received 2015
People who have rec'd these posts 632
Recs to Posts Ratio (last 30 days) N/A
Threads Started 50
Threads Started Percentage 4.30 %
Most Frequent Board High Yield - Share Strategies
Very First Post Boost Your Pension in a Day (18/04/2006)
Percentage of Posts Rec'd 58.04 %
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