WHAT shares to invest in

#1
This thread is a counterpart to the one on HOW to invest in shares. This one is about which shares to buy and why, and I'm suggesting that this is where the tips go, the useful links to market analysis, the trends we see and so on...

The How to invest in shares thread is here: http://www.arrse.co.uk/finance/176709-how-invest-shares.html

Same rules apply - ARRSE, its owners and members aren't regulated by the FSA. They aren't regulated by anybody really, and some of them aren't even sentient. Some of the posters here may be sockpuppets for corporations such as RBS, Enron, Lehman Brothers etc etc. Take all posts with a pinch of salt, separate the wheat from the chaff yourselves and remember the glaringly obvious fact that the value of most investments can go down as well as up. If you can hold that last rule in your head you are probably already ahead of the game.

So - Facebook shares eh? General consensus is not with a bargepole. Because (and to summarise this thread)...

It's overvalued - 100bn? Really?
The IPO is a fraction of the value of the company so no real shareholder power.
It's another bubble - remember MySpace? Lastminute.com?
The CEO can't decide whether he runs a corporation or social experiment - hint, don't invest in the latter thinking it is the former.
I doubt the emergence of meaningful dividends for some time as Zuckerberg is also hinting he will invest heavily in data centres.

So... who to invest in... and why? In your own time...
 
#2
Value stocks, companies with lots of cash and a strong balance sheet, here are my current favorites (stolen from my employers buy list):

BHP
Cap Gemini
Caterpillar
Danone
Deutsche Post
Fedex
Freeport McMoran Copper
Johnson Controls
Komatsu
L'oreal
Luxottica
Potash
Syngenta
GOLD (physical, don't go for that ETF shit)
 
#3
Value stocks, companies with lots of cash and a strong balance sheet, here are my current favorites (stolen from my employers buy list):

BHP
Cap Gemini
Caterpillar
Danone
Deutsche Post
Fedex
Freeport McMoran Copper
Johnson Controls
Komatsu
L'oreal
Luxottica
Potash
Syngenta
GOLD (physical, don't go for that ETF shit)
I'll have a wonder through that one at the weekend, thanks. L'oreal seems like an interesting 'wildcard.'
 
#4
Kenmare Resources - their ticker is KMR. Links here:

Home - Kenmare Resources plc
Summary | Interactive Investor
Kenmare Resources plc: LON:KMR quotes & news - Google Finance
The Share Centre Blog » Share tip of the week


Their operations centre around the Moma Mine, located in Mozambique. They mine ilmenite (component of titanium) and zircon, both of which are in massive demand by the emergent economies of China and India. Prospects for Q3 and Q4 2012 are promising with some analysts forecasting 90p by Xmas 2012. Wish I'd bought back when they were 30.3p in Nov 11; benefits of hindsight and all that.....!!!
 
#5
I don't have any shares...yet...have been looking, but have no idea about it all.....and it makes me nervous as at the end of the day, it is just gambling.


Anyhoo...my mates tell me that RRL (Range Resources) are a good bet.
 
#6
Just a word of caution lads (& lasses). We are in for a choppy 2012 and this is not the time to buy shares and kick back and wait for dividends to flow in. While stocks are not historically very expensive (S&P is currently around 15 times earning), they are by no means cheap. Cash king, holds true now more than ever.
 
#7
Value stocks, companies with lots of cash and a strong balance sheet, here are my current favorites (stolen from my employers buy list):

BHP
Cap Gemini
Caterpillar
Danone
Deutsche Post
Fedex
Freeport McMoran Copper
Johnson Controls
Komatsu
L'oreal
Luxottica
Potash
Syngenta
GOLD (physical, don't go for that ETF shit)

So UK's only worthwhile stock is a management consultancy firm? Thats depressing (especially if you've ever been subject to said management consultants...)...
 
#8
I don't have any shares...yet...have been looking, but have no idea about it all.....and it makes me nervous as at the end of the day, it is just gambling.


Anyhoo...my mates tell me that RRL (Range Resources) are a good bet.
Yes Cabana, you are right, it is effectively gambling - hence the very wise advice of "Don't invest money that you cannot afford to tear up and walk away from"

Chas
 
#9
So UK's only worthwhile stock is a management consultancy firm? Thats depressing (especially if you've ever been subject to said management consultants...)...
BHP? It should be said that we are not UK based, so we have no bias either way...
 
#10
Value stocks, companies with lots of cash and a strong balance sheet, here are my current favorites (stolen from my employers buy list):

BHP
Cap Gemini
Caterpillar
Danone
Deutsche Post
Fedex
Freeport McMoran Copper
Johnson Controls
Komatsu
L'oreal
Luxottica
Potash
Syngenta
GOLD (physical, don't go for that ETF shit)[/QUOTE]

Why?? most of the finance/shares magazines I've read seem to reccomend ETF's as an easy way to buy into gold without the problems of holding it physically (security, insurance etc). The ETF price is directly linked to the gold price and will therefore always reflect any rise drop in price.....and yes...I did buy them! (ETC's, but same thing really).
 
#11
Just a word of caution lads (& lasses). We are in for a choppy 2012 and this is not the time to buy shares and kick back and wait for dividends to flow in. While stocks are not historically very expensive (S&P is currently around 15 times earning), they are by no means cheap. Cash king, holds true now more than ever.
Very true. This is what makes it the best possible time to learn - and invest when the markets are less jittery.
 
#12
Why?? most of the finance/shares magazines I've read seem to reccomend ETF's as an easy way to buy into gold without the problems of holding it physically (security said:
Because you are holding essentially a structured product issued by company that may or may not honor it. Read this perhaps: Grant Williams On The Fundamental Difference Between Buying A Gold ETF And Owning Physical Gold - Business Insider

IF you believe gold is worth investing in, physical is the only way to do it. If markets crash, access and liquidity of an asset is what is most important. I often did buy e.g. GLD and physical gold at the same time. Physical gold has without fault always outperformed the ETF after cost and spread deductions.
 
#13
Value stocks, companies with lots of cash and a strong balance sheet, here are my current favorites (stolen from my employers buy list):

BHP
Cap Gemini
Caterpillar
Danone
Deutsche Post
Fedex
Freeport McMoran Copper
Johnson Controls
Komatsu
L'oreal
Luxottica
Potash
Syngenta
GOLD (physical, don't go for that ETF shit)[/QUOTE]

Why?? most of the finance/shares magazines I've read seem to reccomend ETF's as an easy way to buy into gold without the problems of holding it physically (security, insurance etc). The ETF price is directly linked to the gold price and will therefore always reflect any rise drop in price.....and yes...I did buy them! (ETC's, but same thing really).
It's not directly linked. Many gold ETFs contain shares of gold mining companies on the grounds that they are more liquid than physical gold. So there isn't a direct link between gold prices and ETFs and gold has outperformed some gold ETFs.
 
#15
It's not directly linked. Many gold ETFs contain shares of gold mining companies on the grounds that they are more liquid than physical gold. So there isn't a direct link between gold prices and ETFs and gold has outperformed some gold ETFs.

I am afraid that is not correct. "Gold Funds" may invest in companies such as Goldcorp etc. Gold ETF's (GLD, SPDR Gold Trust) MUST invest in physical Gold.
 

TheIronDuke

On ROPS
On ROPs
Book Reviewer
#16
Do a Google on L'Oreal founder Eugene Schueller if you are remotely interested in ethical investment. Always made me smile that planet hugger Anita Roddick flogged Body Shop to a company with strong anti Semitic and racist actions attached, and who's founders supported facism. Back on topic - money talks.
 
#17
OK, attempt to get "What shares to invest in" back on track........

Angel Mining - ticker ANGM. Mining concern centred around gold (but not exclusively - silver & zinc as well, if memory serves me correctly). Based UK but their mining goes on in Greenland.

Links:

Angel Mining - Welcome
Angel Mining PLC Share Price | This is Money
Proactive Investors • Index page

Effectively they are a "Penny Share" but have, over the past 12 months, varied between 0.8p and 5.75p. Currently 2.4p. I've got a few (but not that many!!!)

Hope this helps

Chas
 
#18
I made a few quid out of the silver miner Fresnillo (FRES.LN) last year; I noticed a rise in the silver price, looked for undervalued silver miners, and bought. Price shot up- I think in the end I made ~20% profit.

On another note, Bloomberg (Bloomberg - Business & Financial News, Breaking News Headlines) is pretty good for analysis; they normally have a good breadth of industry opinion, as well as the financial information to date for those of you who want to get geeky about your choice of shares. It's free, and is what City banks and institutions use for their financial information (well sort of- they use the professional service, with real-time data and more sophisticated models, but the information comes from the same sources. In addition, Investopedia (Investopedia) is a good site to get to grips with some of the stuff you'll see in annual reports, and gives a pretty good overview of techniques used to analyse companies for the layman.
 
#19
It's not strictly share dealing but does anyone have any recommendations on good performing, medium to low risk investment funds? I have a SIPP that is running at about 4% growth at the moment which is better than sticking the money in most bank accounts, but it still feels as though it's underperforming.

Any suggestions most welcome.
 
#20
Something for all skinflints (me included) out there that may be of interest. You can get shareholder perks by owning as little as 1 share in a company (obviously the amount of shares you need varies with different companies).

This means that part of choosing whether or not to invest in a company can be "what perks do I get as a shareholder" - it can mean that even if the shares don't make you much (if any) profit, you can make big savings by utilising the perks as a shareholder. So it's kind of win/win.

It's an old article (2010) but take a look:

What are the best shareholder perks? | This is Money
 

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