ScillyFool’s Activity

Sun Sep 21

NL

Boards Post

ScillyFool replied to the Tesco plc board. 20:48

Re: How Tesco can recover

It's now been 3 weeks since David Lewis took the reins at Tesco and whilst I don't expect any sudden radical decisions, I would expect to hear his ideas on the direction he plans for the company before the month is out.

However, I don't [more]

Sun Sep 14

NL

Boards Post

ScillyFool replied to the Tesco plc board. 18:01

Re: How Tesco can recover

I think most Aldi shoppers (myself included) realised long ago that the brand really doesn't matter.

Except when questionable ingredients appear in your "beef, pork, lamb" whatevers that turn out to have originated in [more]

Fri Sep 12

NL

Boards Post

ScillyFool replied to the Tesco plc board. 14:56

Re: How Tesco can recover

Hi Lameuse,

" I would love to know how Carrefour (number 2 retailer in the world) dealt with their problems of 2 to 4 years ago when they were criticised for having masses of baffling offers.

I visit France fairly [more]

Tue Sep 9

NL

Boards Post

ScillyFool replied to the Tesco plc board. 10:29

Re: How Tesco can recover

I think one of Tesco's perceived problems are to do with pricing. There are far too many confusing and time consuming offers to work out which is the best deal. It is very seldom that we go shopping for more than one of a certain item. If they were [more]

Sat Aug 30

NL

Boards Post

ScillyFool replied to the Tesco plc board. 20:33

Re: Trading Statement

What the heck is "strategic optionality"

Could be the strategic option to buy Coles Supermarket in Australia when the price is right. Or alternatively it could be more "yuckspeak". Mmmm, definitely the latter.

Fri Aug 15

NL

Boards Post

ScillyFool replied to the Tesco plc board. 16:30

Re: Whats really wrong with Tesco

On the till receipts at Tesco there is mention of Tesco appreciating on-line feedback. I've had a moan via this medium, being a grumpy old codger, and have always had a reply from their customer services people. If enough people use this facility it [more]

Thu Aug 14

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 21:07

Re: IT suggestions for long-term capital gain

Hi longtermyieldman,

The core proposition is that the management team identifies businesses it believes are under-valued by the market, and takes stakes in them. If the prices drop further, they add to the holdings; if they rise beyond [more]

Sun Aug 10

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 18:49

Re: entry point into IT's

Hi Goldenboy888,

I think that you've probably answered a third of your question yourself in that Templeton Emerging Markets are trading at a 10% discount to NAV and they are the only one of your selection at a discount, presently. As someone [more]

Fri Aug 8

NL

Boards Post

ScillyFool replied to the Vodafone Group plc board. 18:30

Re: New VOD dividend

Thanks Bree,
Thought it must be. I'd forgotten to make a note. Anyway, a nice surprise.
SF

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 11:38

Re: This reminds me of Luni

We have become what we hated when we were in graduate school. We are now the curmudgeonly party poopers who scoff at the latest and greatest new factors discovered by enthusiastic financial engineers. We like to think we have become wiser and thus [more]

NL

Boards Post

ScillyFool posted to the Vodafone Group plc board. 11:34

New VOD dividend

Just received another VOD dividend of 7.47p but relating to VOD US. Anyone know if this is a dividend that was declared before the sale of Verizon Wireless?

Wed Aug 6

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 22:03

Re: The Internet of Things

Have a look at Imperial Innovations

http://www.imperialinnovations.co.uk

They are commercialising some of the more promising research coming out of Imperial College London [more]

Mon Aug 4

NL

Boards Post

ScillyFool replied to the Tesco plc board. 21:38

Re: Has the market really changed?

The message that Tesco seem to have forgotten is "KEEP IT SIMPLE, STUPID".

That's why "Poundland" and others are taking market share.

I can't be ars*d with the maths, I've come here to Tesco to buy a weeks shop, [more]

Mon Jul 28

NL

Boards Post

ScillyFool replied to the Tesco plc board. 06:57

Re: Poll: Are you a buyer?

On a slightly different tack, yesterday, Sunday we went to Sainsbury's to buy food and drink for a BBQ. We arrived at 10am only to find they didn't open until 11. Mrs SF suggested going to Tesco and I thought that it would probably open at 11am as [more]

Sun Jun 29

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 21:23

Re: Mid cap income ITs?

Hi Cranwind,

I'm not sure if you've looked at Standard Life Equity Income (SLET). It's one of these trusts that tend to "fly below the radar". It's manager, Thomas Moore, seeks out companies with growing dividends and nearly half [more]

Wed Jun 25

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 18:21

Re: Bungling Fund Manager (Legg Mason)

I'd add a suitable sum that you think is a fair recompense for your troubles.

I've done this several times when I have had issues with the "Wise". Mind you this has been accompanied with the threat of referring the matter to the [more]

Sat Dec 7

NL

Watercooler Post

ScillyFool wrote 21:48

The "Doomsters" don't seem to get out much. My impression of the UK economy gleaned from driving from one end of the country to the other fairly frequently are that "the UK economy is motoring". Car transporter after car transporter full of Jags, Land Rovers, Nissans, Toyotas, all made in the UK. A year ago there were hardly any. Mm, GKN?

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 468
Recs Received 906
People who have rec'd these posts 423
Recs to Posts Ratio (last 30 days) N/A
Threads Started 62
Threads Started Percentage 13.25 %
Most Frequent Board Investment Trusts & Unit Trusts
Very First Post Does good web site equate to good company? (10/12/1998)
Percentage of Posts Rec'd 52.35 %
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