2021 has got to be better
January 11, 2021
*Best Financial Educational Provider, International Finance Awards.**
Upcoming Zoom seminars 10am-5pm venue: Your Place!
NEW OVERFLOW SEMINAR DATE: February 3rd For
beginners and improvers -
(Jan 15th date is sold out)
If you want more than the book and see me do it live, come and spend a day with me and live markets online! See trades from my own accounts, research, level 2, and finding great shares from scratch. Also psychology, websites to use, when to buy and when not with live examples, building portfolios and tons more, no experience necessary and no question too stupid! And chat to me direct. Also chatroom all day. For more details,
costs etc email at robbiethetrader with "Feb seminar interested"
Thanks very much for your feedback to the NT Radio show 4. Glad you
enjoyed it! If you haven't heard it yet it is here:
>
Happy
new year despite slipped disc troubles I can at least update from bed.
I was really enjoying 2020 till March - it went downhill from there.
I remember having such a good time at that last hotel seminar in March, we all
got on so well and a lovely atmosphere.
Then the flipping virus hit. What a shock that was. Then things suddenly went downhill
for me. There I was, really fit from loads of swimming in the garden pool (Thanks IG
Index, Spreadex and Spreadco for the funds!) - next thing I was told I need a hip
replacement (WHAT!! - at my age - well I guess Andy Murray had one!)
Oh and then after the replacement the scan showed slipped discs. Oh woe is me.
Oh and then a steroid injection to try and ease the pain and enable exercise to
treat the disc problem. But that appears to have done nothing.
So right now? My day consists of 1 hr standing/sitting to two hours of bed. I am
so TIRED of being in bed. I'm told patience is needed with discs, they can take
a long time to naturally heal and I really do not want another op.
I am lucky to have a physio helping me and the pool is wonderful as I can exercise
in there without weight bearing on the joints.
I am also going to see an Osteopath later today. I'm going to try everything rather
than to have to have another op.
People have so many different opinions. There's decompression, chiropractors, oesteopathy, upside
down machines, all kinds of stuff. I suspect patience is the key and every day I get
up hopeful of an improvement, there are better days and worse days.
I have a muscle relaxant pill which does work but as usual with pills there are side
effects which for me is a kind of weird nightime feeling making it harder to sleep
though it is supposed to make you drowsy!
Overall the worst thing is the inability to sit for long. 20 mins is all I can do as it
puts pressure on the discs.
I think there will be an upside: for the rest of my life I will appreciate the simple things
more - just sitting and being comfortable.
I am going to do a lot more stretching type exercise and will join the mrs in yoga, pilates
et all.
And it has made me realise life really is short and I am going to stop being lazy and get
on with projects that have been sitting around.
Oh, and try and help people more. I now realise the terrible pain some people are in.
In particular I am going to make more calls to the old lonely and help anyone I can.
Now surely that is enough whining from me for now! I can't imagine reading about
some bloke's back trouble is scintillating reading!
I enjoyed the follow up seminar I did last week - and the beginners improvers one.
So many lovely people on zoom that I
have known for years and what amazing ideas you came up with!
Of course it is a bit weird for now as part seminar is from me standing or sitting
and part from me lying down. But makes no difference to the output. That's the
good bit about online seminars, as long as you can hear me it matters little
whether I am sitting, lying or hanging upside down...
Enjoyed meeting some of you on zoom for the delayed Dec seminar - it cheers me up
no end to chat people about shares, especially beginners and get you on the right track.
The zoom days take my mind off the aches and pains from my right leg and hip.
See more of you virtually on the 15th this week, afraid that one is sold out now so there
is a new date, Feb 3rd which you can now book.
Those of you attending this Friday please send in your questionaire answers as soon as
possible if you want to do one.
Thanks for all your lovely feedback on zoom events. It was initially hard to do Zoom ones instead
of at hotels and actually meeting people but I have got used to it.
I was hoping they had the same value as hotel ones and judged by feedback
they have. Selfishly they are great for me, I enjoy the banter and I find trades I wouldn't have got on my own.
Jas, thanks for your mail as you've been to two zoom seminars.
Just wanted to say thank you for a couple of wonderful seminars.
Your seminars were brilliant. Delivered methodically and with just a simple honest approach to dealing with the markets. You've helped me immensely in sorting my trading plan out and finding a good and profitable way to trade. After many months trying to figure out level 2, you sorted that out in one afternoon.
Since the seminar, I have placed 5 trades, 2 have closed out with profits and 3 are still running with profits. All trades placed using fundamental research and not Youtube videos
from David:
Well it doesn't happen often, but I am absolutely speechless! I don't think I have ever spent a more worthwhile day nor spent money more wisely and gladly.
I for one was practically at the point of orgasm all day in my enjoyment and appreciation of what you were presenting! Even though I have read NT time and again, to see you going through the process of stock assessment over and over was incalculably useful and I managed to take six A4 pages of notes during the day. I was fascinated to learn about (and see) Level 2 in action and learn more about Spread "ËœBetting'.
I thought the presentation balance was perfection, and Elizabeth was a complete star with her very well-judged handling of the questions....
.....This is a rather long-winded way of saying thank you so much to both of you - today was one of the top five most enjoyable days of my life, and I greatly look forward to joining you again!"
Naked Rambling
2021 ....you have to be better than 2020. There are some positive signs.
We are nearly clear of the horrendous Trump. His tiny hands are on the nuclear
button for just a few more days.
I am sure most of us agree he has shown his true colours as a socio/psychopath and the
sooner he fades into history the better. I hope the "nuke" button is nowhere near
the twitter button.
Twitter loves it all of course, all the publicity and how much money has it made from
Trump! Twitter is really a horrible app, perfect for bullies and nutcases and proud
I am not on it!
Brexit will hopefully fade into the background. As a remainer myself I am glad it is now
all over, we are stuck with it now. But could it be nothing much will change except
the price of winter strawberries will go up? Let's hope though would be surprised if
there was not a sting in the tail.
Viruswise as soon as it can and there are tons of stock around the govt should start to push the vaccine into pharmacies
to adminster and other places except Gps. They are busy enough as it is and what
about those with other illnesses?
Once the over 50s are done then vaccines should be open to anyone
who wants one via gp's mass centres and pharmacies. Also those like me lucky
enough to have a few quid could donate £100 for a jab to the nhs. Won't it be
amazing to gradually get back to a normal life!
Xmas TV Generally (*) Absolutely diabolical.
Black Narcissus (**) BBC1Why did I waste two hours. Nothing at all ever happens though I did quit
after manfully trying episode 2. A bunch of nuns don't have sex with the
nearby good-looking dude. That's it. Nothing. Don't go here.
The Queen's Gambit (*****) Netflix
What a great series. All about a superb young chess player taking
on the men and beating them. But it is a whole lot more than that
with fab atmosphere, drama, fun and not a car chase in sight.
Don't miss !!
Dr Who (*)
As any oldie will tell you : it was never as good as long ago. And flying
daleks are a disgrace.
The Serpent (***) Not bad so far though it is about a mass murderer killing
students in Thailand and based on a true story. Very nicely filmed though
as we know whodunnit there isn't too much tension, worth sticking with for now.
Industry (****) bbc2 satisfying tale of bankers and share dealers who spend
a lot of time having a copious amount of drugs and weird sex.
Given the amount of time in bed I've watched a lot of Scandi. There are loads
of them on all4 under "Walter Presents" they include
GreyZone (****) (All4 - Walter Presents) A great tale of terrorists trying
to hit Sweden with a bomb.
Bad Banks (****) is a great series about really bad bankers - lots of
great drama in this one.
The Crown (****) Netflix. Was a bit late to this but really enjoyed it. Gillian Anderson's
Thatcher a bit overdone. Enjoying series 3 at the mo. The episode based in Wales
was fascinating.
LOTS OF LOVELY DISCOUNTS HERE!!!
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***
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Stockopedia is indeed like a stock market encyclopedia and a great place to scan for new shares to buy, check out fundamentals...there is even a stock screen loosely based on my criteria! You can try it for free too.
For your 25% discount off any sub (eg £56 discount off UK sub) and free 14 day trial you need this link:
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MARKETS
EMAILS: I do beg you not to send me emails asking me for advice on a particular share. It isn't legal for me to give you individual advice and all I do is send you a mail saying that, which wastes a lot of my time and yours too.
****
COPYING TRADES: I can't stop you from copying a trade I made but remember the price may already be a lot higher than I paid indeed I hope it is as buying at good prices is what I do for a living. You may be buying at the top and could easily lose money. Also I can make terrible mistakes and have done in the past. I could also sell before you or before the share tanks. I may still be holding in a year when you sold at a loss. Always do your own research, don't jump in blindly. Market makers are very clever at knowing how to make you pay top dollar and then push you out at a loss. This site is about sensible investment and learning how to trade sensibly and is not a tipping site. Beware. Never push buy on anything till you've done proper research and got yourself a sensible price.
***
MARKETS
Naked Trader Radio show featuring lots of virus bounceback
share ideas, plus tips for newbies for beginner click here:
>
Upcoming Zoom seminars 10am-5pm venue: Your Place!
NEW OVERFLOW SEMINAR DATE: feb 3rd For
beginners and improvers -
(Jan 15th date is sold out)
If you want more than the book and see me do it live, come and spend a day with me and live markets online! See trades from my own accounts, research, level 2, and finding great shares from scratch. Also psychology, websites to use, when to buy and when not with live examples, building portfolios and tons more, no experience necessary and no question too stupid! And chat to me direct. Also chatroom all day.
Details from me at robbiethetrader please
put "Feb sem interested" in the subject line.
Well, the end of 2020 wasn't too bad marketwise and the santa rally kind of worked
if you were in reasonably early. And the beginning of 2021 has been decent.
Markets are assuming vaccines will work and by the autumn we'll be
back to normal. Also with a new USA president plenty of stimulus is
expected.
What on earth is in store for 2021? Glad I am not a forecaster as I haven't got the
foggiest. Either a major plunge or a major boom would not be surprising.
The main thing is to follow what is happening cos if you take a view then stubbornly
stick to it and it goes the wrong way you could do some serious financial injury.
We have to be careful - there are quite a few anecdotal signs we could be in a major
bubble which could easily burst.
Bitcoin on a high is one sign. Students trading shares through phone apps is another.
Crazy valuations on risky shares another. Some US shares with no profits on PE's
of 100 plus another.
I'm also getting emails from youngsters betting in high risk shares not sure what to
do next. Tesla is trading on crazy multiples and someone worked out each car
is being valued at over a million dollars.
These are all beginning signs of a bubble. BUT on the other hand looking at the
less risk end of the market - ie companies actually making profits some of these
seem reasonably valued. The crash will probably be in anything highly valued.
And with interest rates non existent where else is there really to put your money?
Most of the shares I hold pay out 3-6 percent interest and that means I can pick up
well over £100,000 a year just on dividends.
Onto some trades of which some came up at the zoom follow up seminar where my
long-term students came up with some real goodies!
However first I came up with a share by accident!
I was waiting in a cubicle for my steroid injection ( see above somewhere for my
health travails) when I heard lots of chat.
The nurses were saying they were so busy. Loads of people like me were self
paying for elective operations cancelled by the nhs.
The porter then told me he could never remember them being so busy. Then I realised
I was at a Spire hospital listed on the market! The place was working to absolute capacity.
In total I had already given this Spire hospital over £15,000. And btw it was a brilliant place
and I add I know how very lucky I am to be able to afford to pay.
Anyway I bought some Spire shares on the busy-ness and full capacity I could see it
working on.
Then guess what happened! A day or two later they put out an ahead of expectations
statement.
So I am now a happy holder of Spire (SPI) - judged from what I saw there is probably more upside
as the statement said they were winning NHS contracts. Also net debt is coming down fast
and profits they reckon should be booming up.
I would rather of course had not had the operation or been in there at all but at least
there was a tiny bit of upside! I am looking to hold for 3-6 months looking for a kick
up to 200p plus. ps, fat lot of good the steroid injection proved!
Moneysupermarket (MONY) came up at the zoom seminar. I frankly am dubious about all
comparison sites - there is the feeling they bump up companies that pay them the
best commission and all may not be what it seems.
But, the fundamentals look good and if I was a bigger similar company I would take it
over, hence I bought the shares.
It has some cash and I think it looks an interesting buyout target - there's a dividend
as well. So I am in with a medium term view.
An interesting play backed by a number of my best long-term students is Fonix Mobile (FNX)
The company says it provides mobile payments and messaging services for clients across media, telecoms, entertainment, enterprise and commerce. The Company offers an application programming interface for charging users directly to their phone bills through desktop, mobile and applications.
It's quite a recent market issue and even after some decent rises it does not seem especially expensive.
There seems to be some cash, and if profit forecasts are right it should be making some nice
profits in the next two years and I wonder if it could pick up a rerating.
I discussed this also earlier this week with the beginners/improvers group and we noted the
shares tend to move in steps. Goes up, consolidates for a while then up again. But it is
on the higher risk side.
I picked up some Volex (VLX) - what seems like a boring company is doing rather well and is
gradually on the rise. Some of my best students are in it.
When I say boring I mean boring. Cables and that type of thing. Not that it matters as
its products appear to be in demand and statements coming from the company
appear bullish with raised profit forecasts.
As I always say some of my biggest wins have come from boring!
As many of you know I have been stacking up on buying any shares in the gambling
space with the US opening up with the view of getting a bid.
I got some Entain - the gambling company. Not soon after there was a bid, the
shares flew and there could be rival bids to now push the price up more. I wasn't sure
whether to highlight this buy but as a lot of people at the online seminar saw the buy
and it was discussed it seems reasonable to know I am not making it up! Like
Codemasters it is a matter of whether there will be a higher bid. A reasonable
chance I think which would push them higher.
My buy in gambling co 888 has doubled and my flutter in Flutter has flown up. 888
looks the likeliest to be the next bid.
After Codemasters I am also eyeing up potential bid companies in the games space and plumped
for Gamesys (GYS)
GYS is a UK-based online gaming holding company. The Company focuses on building a portfolio of brands that deliver gaming content and operates online casino and bingo-led brands.
If forecasts for next year are anywhere near right it is looking cheap. Downside is it has a lot
of debt but not enough to worry about a bust or anything like that.
With lots of bids going on in this area of the market my suspicion is this could easily
be a bid target and with that in mind I will try and hold unless any massive
question marks appear.
I sold some of the bid for Codemasters. Lucky holders it is a question of how much
profit will be made. There could be another bid, in which case we will get an even
better price!
Seemed to me a good idea to bank some of the profits anyhow which banks
a profit of £8333 for the website. I've kept about 60pc of my shares to see if
there is a bigger for me personally are £150,000 plus.
The portfolio has made giant leaps recently.
ITV is getting close to doubling from the original buy and looks a decent bet to
get bid for in 2021. Spreadbetters IG and CMC are doing the business for me
with nice gains.
I Energiser (IBPO) has soared on news of a giant 49p cash payout. And it has
negotiated a giant debt facility.
Be careful with stop losses on this! That is because on Thursday it goes ex dividend
for 49p so it should start the day with what looks like a giant fall of 49p! You do not
want stops taken out if you are in it. The dividend is worth a fortune in cash. If the
shares begin to rise from a 49p drop then you get the dividend AND a capital rise. It
has been a great investment so far.
By year end IBPO could easily be over 600p as they still look cheap and
loads more dividends to come, a real ideal long-term isa hold.
Qinetic announced a big contract win and continues to look very cheap.
D4T4 has seen a big hike as has several others.
Where to next? As I said above while the market looks strong for now, I'm a little
wary. Having said that I am not in the bubble type stocks as I like to sleep at night.
I can already tell from questionaires received for Friday's online seminar many of
you are into these. All I can say is beware. We will chat about this on
Friday. (That one is sold out)
I've lived through a lot of bubble crashes, they aren't pretty and profits can be
wiped out in a day.
See some of you online on Friday (sold out) or for the next overflow seminar
on Feb 3rd. In the meantime, happy trading!
As usual at the online spreadbet seminar I used my three fave accounts live:
IG which is great all round - this is a "refer a friend" link
so if you go via I suspect I get something! (It also does isas
and a normal dealing account and you can switch money say
from SB account to ISA)
>
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as their spread is the tightest at 0.8. Also very
pleased with execution - FTSE cos the cheapest spreads
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It is hard to find a firm that does prices on the very small companies but this company does:
Trades made for my sipp are exclusively available on my
email service (this is the website stuff plus exclusive trades mailed
to you earlier on update days). For subscription details mail me
with "email interested"
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The second show was here:
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The first show:
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If you are thinking of A ftse trade try
as their spread is the tightest at 0.8. Also very
pleased with execution - FTSE cos the cheapest spreads
there too.
It is hard to find a firm that does prices on the very small companies but this company does:
25% off Stockopedia sub and free trial
Stockopedia is indeed like a stock market encyclopaedia and a great place to scan for new shares to buy, check out fundamentals, discuss on a sensible bulletin board. Each share gets a ranking, you can use "guru" screens to find shares, there is even a stock screen loosely based on my criteria! There are strategies based on ideas from top investors.
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EXTRA INCOME FROM HOME
When I left my full-time job to trade it really helped having another income: this I got from part-time selling energy and phone services to people and getting a cut of their use of their home services forever! I still get enough from it now to pay all my bills. I am a great believer in multiple incomes and this is a great one in my opinion as anyone could do it.
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This will explain what you can expect to earn and how it all works. If you sign up there you'll be under my wing. Any questions just mail me and if you sign up please let me know.
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Trade tables follow! Trades are current open and recently closed trades. Closed trades feature the closing price and the amount I won or lost. All others are open. Trades get updated a little later than the narrative. Trading costs are ignored, however I also do not add in dividend payments and with the kinds of companies I buy, dividends tend to equal or outweigh costs. Spread rollovers ignored for web purposes. Tables as accurate as poss however a mistake or two can creep in and very occasionally if I forgot I sold or bought something it will be added at a later time. Trades first reported in the diary under Markets every other Thursday afternoon.