Prof103’s Activity

Yesterday

NL

Boards Post

Prof103 replied to the Oil & Gas - Markets & Trends board. 11:31

Re: Oil will never reach $100 again

Oil will never reach the heights of $100 a barrel again, Saudi Prince Alwaleed has claimed.

Never say "never, so very unlikely to be true.

On the other hand, any glance at an oil price chart shows that oil reached $100 [more]

Wed Jan 21

NL

Boards Post

Prof103 replied to the Oil & Gas - Companies board. 21:52

Re: OPEC is dead. Discuss.

Hi loglorry,

What I think is interesting is that the bulls say natural decline will take up the slack in a year or so especially with cut backs in capex. However, as you say, US production has risen just 4.3MMboed in 5 years and yet that [more]

Tue Jan 20

NL

Boards Post

Prof103 replied to the High Yield - Share Strategies board. 12:36

Re: Aging myths in financial decisions

I don't understand it.

P103

Mon Jan 19

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Boards Post

Prof103 replied to the High Yield - Share Strategies board. 19:06

Re: My hyp journey

Eight years ago I realised that to have my retirement income set in stone and lose 75%
of my available retirement capital was not going to be the best course available.

I decided to drip feed amounts
into a S&S ISA [more]

Sun Jan 18

NL

Boards Post

Prof103 replied to the Oil & Gas - Companies board. 22:23

Re: Blood on the streets

There is no natural law that says that oil prices are bound to recover within any particular time frame.

How about supply and demand? My feeling is that supply (big number) and demand (another big number) is very finely balanced. So [more]

NL

Boards Post

Prof103 replied to the Foolish Social Events NOT London board. 21:41

Re: Edinburgh Social (16/1/15) report

Hi DCPlug,

Very nice to have seen you.

Don't forget - $160/bbl in two years .....

No, I have not. But would be happy, as I said, with $100/bbl. BP are reported to have based their investment cycle on two to three [more]

NL

Boards Post

Prof103 posted to the Foolish Social Events NOT London board. 15:50

Edinburgh Social (16/1/15) report

Well, it was Dinner with the King. I refer, of course, to our inestimable host, KingMcKong. The venue, a very familiar one now in recent years, The Shore Bar, looking out onto Leith Harbour. In fact, if it had not been zero degrees outside, one could [more]

Wed Jan 14

NL

Boards Post

Prof103 replied to the Tesco plc board. 17:18

Re: BNP Paribas upgrades Tesco to outperform

As I said on the 9 January:-

Believe me, I would like to believe that too (remember I am overweight) but I fail to see Tesco in the foreseeable future again pushing towards £4 a share, more like £2.50 a share. Finger in the air
[more]

Sun Jan 11

NL

Boards Post

Prof103 replied to the Foolish Social Events NOT London board. 11:43

Re: Edinburgh FRI 16 Jan 15 - FINAL

Hi KMcK,

Many thanks for the prompt. The New Year finds me strangely disconnected or am I just enjoying myself too much! And that despite a poorish investment performance over 2014.

I will of course be there at the Shore Bar on [more]

Fri Jan 9

NL

Boards Post

Prof103 replied to the Tesco plc board. 13:30

Re: What do analysts know?

I was tempted to leave the post blank --but it struck me as amazing that a heavily researched and closely monitored share could rise by 10% in a day ...

And the 14 Fools that recced this post clearly are just as amazed as you are. I [more]

Sat Jan 3

NL

Boards Post

Prof103 replied to the High Yield - Share Strategies board. 17:33

Re: HYP to IT conversion plan for dotage

Happy New Year vrdiver,

However, at some stage I shall enter a period when I am unable or unwilling to do so. Options to manage that period include:
1 - delegate
2 - convert to a basket of Investment Trusts
3 - don't worry,
[more]

Sat Dec 27

NL

Boards Post

Prof103 replied to the Investment Strategies board. 11:09

Re: Prof103 2014 Portfolio Review

Hi TUK020,

"Graham advocates an equity/bond split varying from 75%/25% in a bear market to 25%/75% in a bull market"

Confused; I thought it was the other way round? Not sure I understand the logic of being overweight in [more]

Fri Dec 26

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Boards Post

Prof103 replied to the Investment Strategies board. 19:16

Re: Prof103 2014 Portfolio Review

Greetings funduffer,

Graham advocates an equity/bond split varying from 75%/25% in a bear market to 25%/75% in a bull market. Bearing in mind cash attracts little interest, I tend to go for an equity/cash split varying from 100%/0% in a bear [more]

NL

Boards Post

Prof103 posted to the Investment Strategies board. 11:54

Prof103 2014 Portfolio Review

Given that this is more about investment strategy than portfolio management, I thought that it might be of more interest to post this 2014 year portfolio review here as I had done for the 2012 year. As in past years, the Ben Graham “The Intelligent [more]

Mon Dec 8

NL

Boards Post

Prof103 replied to the Bert's Investor Sanctuary board. 20:42

Re: Third revolution that'll keep raising incomes

Not only is the number of thinkers and inventors in the world higher than ever, but they can also communicate with – and learn from – each other as never before.

The last line says it all, smug and nonsensical.

P103

NL

Boards Post

Prof103 replied to the Paulypilot's Pub - Macro Topics board. 10:56

Re: QE is not working

look at the wider context not just the past few years -- wealth inequality has been rising for decades -- yields have been falling for decades (this is important!) -- debt has outgrown equity -- massive financial crisis -- the banks HAD to be [more]

Sat Dec 6

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Boards Post

Prof103 replied to the Investment Strategies board. 12:44

Re: Drip versus One Go Equity Investment

I don't lightly dismiss bonds because they pay little or negative real interest. I just don't want to invest in them because I don't think there is any chance of us having sustained deflation and that sustained inflation is a much more likely [more]

Fri Dec 5

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Boards Post

Prof103 replied to the Investment Strategies board. 18:00

Re: Drip versus One Go Equity Investment

Currently I am invested 69% in Cash/NS&I and 31% in UK Equities/Index trackers.

I would like to be invested 50% in cash/bonds/gilts and 50% in equities.

I would prefer to drip my money into equities rather than go for big
[more]

Sun Nov 9

NL

Boards Post

Prof103 replied to the Foolish Social Events NOT London board. 20:48

Re: Edinburgh NEW YEAR Social!

Hi KMcK,

Can make all dates.

Regards

Prof103

Fri Nov 7

NL

Boards Post

Prof103 replied to the Foolish Social Events NOT London board. 17:15

Re: Edinburgh Christmas Social

Hello Great Hairy One,

I could make the 19th Dec but looking like January would be a better bet.

I was at the previous Beirut and remember that the food was both excellent and inexpensive.

Regards

Prof103

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1188
Recs Received 2072
People who have rec'd these posts 642
Recs to Posts Ratio (last 30 days) 2.80
Threads Started 52
Threads Started Percentage 4.38 %
Most Frequent Board High Yield - Share Strategies
Very First Post Boost Your Pension in a Day (18/04/2006)
Percentage of Posts Rec'd 58.42 %
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