ScillyFool’s Activity

Thu Oct 23

NL

Boards Post

ScillyFool replied to the Tesco plc board. 21:10

Re: Why I hold Tesco shares

The directors are required by the Companies Act 1985 to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the company and the group as at the end of the financial year and of the profit [more]

Wed Oct 22

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 19:37

Re: Doris Here!!

I am going abroad and will have better things to do I hope that monitor this broad.

That's no way to talk of penym! :-)

P.S. penym Enjoy your sojourn in St. Lucia.

Fri Oct 17

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 20:51

Re: Doris Here!!

Hello penym,

If I was in your position I would divide the nISA money into 3 equal amounts. I have no problem with Luniversal's B7 or B8 portfolios, which give a good, well established dividend history. However, if you are already invested in [more]

Thu Oct 16

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 15:43

Re: Cold Steel

Ooh, Elliot Wave.

Now there I was just thinking of Bob Beckman's "Downwave", wondering if I should drag his book out again and have a chuckle.

I must admit I've been waiting patiently for another "buying opportunity [more]

Sun Sep 28

NL

Boards Post

ScillyFool replied to the Tesco plc board. 08:13

Re: So why not sell?

That's a lot of balloons, ScillyFool. Happy Foolday to you.

Thanks, TJH.

Blimey, 16 years a fool. I meant to try and count the ballons and there they are, gone today, bit like the Tesco interim. I'm feeling slightly deflated [more]

Sat Sep 27

NL

Boards Post

ScillyFool replied to the Tesco plc board. 21:24

Re: So why not sell?

Why will they live to regret a cut?!

Credibility, on the shareholders side and a rather large decrease in the price of the senior employees "share options". :-)

NL

Boards Post

ScillyFool replied to the Tesco plc board. 20:27

Re: So why not sell?

Tesco is going through a period of transformation.

We had Terry Leahy, who like Alex Ferguson could do no wrong (sorry, but it is saturday) but had the good sense to get out at the top of their game. The successor, Philip Clarke (David [more]

Fri Sep 26

NL

Boards Post

ScillyFool replied to the Tesco plc board. 10:05

Re: Sainsburys Brand Match

Anyone know or care to speculate?

Well, having received over £10 in "brand match" vouchers in the last 3 weeks I'm guessing that the cheaper store may be Tesco. I haven't confirmed this in person, just a thought.

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]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 476
Recs Received 922
People who have rec'd these posts 425
Recs to Posts Ratio (last 30 days) N/A
Threads Started 62
Threads Started Percentage 13.03 %
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 52.52 %
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