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Post by easterndreams on Jun 8, 2020 13:33:25 GMT
Anyone brave enough to have a punt on AMC? Bought a couple of hundred pounds worth of it in May with the same logic as you and pizza express... Hoping for some upside when Jeff Bezos decides to get azon Prime users some movie theatre perks as well!
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Post by kazamx on Jun 9, 2020 8:22:00 GMT
Anyone brave enough to have a punt on AMC? I have them for the same reason as you two. Totally stupid reason for investing, but more fun than Govt bonds.
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Post by easterndreams on Jun 12, 2020 10:04:10 GMT
And a triple-digit YtM?!
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Post by easterndreams on Aug 21, 2020 11:31:02 GMT
I was pretty sizable in Travelex, Debenhams and Pizza Express which have all notably blown up, but somehow my portfolio is doing better than ever.
Highlights Santander, M&G, DP World and AA are all crushing it. I wish I had discovered bonds earlier, these are doing so much better than my pension (basically all FTSE)!
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Post by easterndreams on Sept 25, 2020 23:39:01 GMT
Seems like we have had a pretty sharp pull-back in pricing across the board this week.
I would say mark-to-market for my whole portfolio is down nearly 3% on the week, driven across a wide variety of names... any ideas what is going on in the market to cause this?
I'm guessing it's not because interest rates have suddenly come back!
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bababill
Member of DD Central
Posts: 525
Likes: 243
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Post by bababill on Sept 26, 2020 8:26:01 GMT
Well there was a big drop in the AA bond price for one. A drop from 96.5 to 93.5.
Check out the 24 September "Update on Offer Discussions"
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Post by roberti on Sept 26, 2020 14:38:04 GMT
ALSO Matalan been hit badly this week as well....
I bought at 72.65 nose dived to 68.75 within 2 weeks!
Anyone any thoughts if Matalan can survive in the long term?
Regards to ALL
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Post by easterndreams on Sept 27, 2020 3:56:11 GMT
I saw when Matalan arrived on the platform recently - I would avoid it like the plague.
Retail is suffering very badly. I think Matalan will be the next Debenhams (or next-but-1!!)
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Post by roberti on Sept 27, 2020 12:51:48 GMT
Any thoughts on Very Group ?
Was thinking MAY be OK because of their Online aspects, especially in the current pandemic ?
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Post by honda2ner on Sept 27, 2020 19:12:27 GMT
I'm not sure it's wise lumping the likes of Matalan and Debenhams together as "retail".
IMO, one is a bargain basement out of town discounter that has a chance, the other is the complete opposite and is already dead, just doesn't know it yet.
I took a very small holding in Matalan just for diversification. I'm very heavy in Very (excuse the pun) and it's rewarded me handsomely so far, might buy a bit more if the second shutdown causes another panic selling wave. Right now I'm keeping my powder dry ready for the next lurch, whichever direction that may be.
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Post by easterndreams on Oct 12, 2020 23:46:31 GMT
Anyone else enjoying the current calm period, not much news or price movements, just collecting our coupons?!
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bababill
Member of DD Central
Posts: 525
Likes: 243
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Post by bababill on Oct 18, 2020 1:39:09 GMT
No. AA down... LendInvest down.....
any other gains are pretty much countered by the falls in the above two..
:-(
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Post by roberti on Oct 18, 2020 16:23:47 GMT
For myself,
Got a bit burnt With AA & Matalan. Both BUY prices seem to have 'bottomed out' NOW?
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Post by easterndreams on Oct 19, 2020 22:20:17 GMT
Don't recommend Matalan at all.
As for AA, did you buy recently? It's still up massively for me over the last 2 years, and going strong towards expiry.
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Post by easterndreams on Nov 3, 2020 1:58:05 GMT
Hard pullback recently. I suppose this is driven by the same factors that are hammering stocks? Shouldn't bonds he quite anti-correlated to stocks? Or is that only the very safe, low yielding ones?
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