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Airportman

Airportman
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  • Royal Dutch Shell: 'Shell Shock' Offering Buying Opportunity? [View article]
    New CX?? Opportunity to set the benchmark lower so that he looks good in the future??
    Lets see I think he has painted the worst picture at this time.
    Jan 19 09:04 AM | 1 Like Like |Link to Comment
  • Intel Has Truly Come A Long Way [View article]
    Why doesnt Intel take over ARM?
    Nov 3 12:35 PM | Likes Like |Link to Comment
  • Verizon Finally Ready To Bid For Vodafone's Stake In Verizon Wireless? [View article]
    VOD should maximise on Shares in Verizon say end up with 20/25% take as much cash as possible and give it in enhanced Divs to Shareholders thus optimising on their Share value. Await Europes (and Indias ) improved economy get the timing right and takeover VER.
    Apr 26 05:16 AM | 1 Like Like |Link to Comment
  • Where You Should Accumulate Shares Of BP [View article]
    I am worried that the price of Oil could decline significantly.What do you think this will do to the Share price?
    Apr 21 05:02 AM | Likes Like |Link to Comment
  • Verizon (VZ): Q1 EPS of $0.68 beats by $0.02. Revenue of $29.4B (+4.2% Y/Y) misses by $0.16B. (PR[View news story]
    VOD moving up fast???
    Apr 18 09:09 AM | Likes Like |Link to Comment
  • 5 Reasons Why I Am Shorting The Market [View article]
    Thank you for your very interesting Article. Whilst I understand and agree very much with your contention that a correction is overdue the 'black swan' must be the price of Oil. I believe we are heading for a world wide glut in production which could result in considerable disruption to the markets. I am not sure what this means as there will be so many unintended consequencies but it will certainly affect your analysis.
    Thank you for your article.
    Apr 17 07:23 AM | 1 Like Like |Link to Comment
  • Vodafone's Dividend Is Safe, With More To Come [View article]
    VOD are currently considering a fixed line deal in Germany. I can see no reason why they could not consider a partial sell off of their VER interest to fund this on the grounds that the VER offer would be high and a 30% /35% interest in VER in practical terms is not that much difference to their present interest. Particularly if they could get agreement on an on going Dividend policy.
    Apr 7 09:00 AM | Likes Like |Link to Comment
  • Verizon Wireless: Poised For Growth Or Another Dropped Call? [View article]
    ref triple play. VOD have 45% of VER mobile. Do VER commision TV programmes as do SKY and BT?
    Apr 5 05:53 AM | Likes Like |Link to Comment
  • National Grid's Disappointing New Dividend Policy [View article]
    Hi Steven,
    I also am somewhat bemused by the new Dividend policy. My reading is that the future impact of QE on inflation in the UK is an unknown and that NG are being conservative in not stating a fixed Div increase.
    I am hopeful as you are that ' at least ' means what it says and that over the period of this policy (2020 I believe) they will be seen to be more generous. The share price as I write seems to be reacting well to the announcement on Dividends.
    Apr 5 05:47 AM | 2 Likes Like |Link to Comment
  • Verizon Wireless: Poised For Growth Or Another Dropped Call? [View article]
    I would be interested to know how important you would consider a fixed line to be to the wireless Companies. Great play is made in the UK of the so called triple play where companies can offer TV, Mobile and Internet facilities with one Company. Neither VOD or VER have this but for example BT in the UK is moving that way and SKY is already there as are some of the European Telecoms.
    Apr 4 05:21 AM | Likes Like |Link to Comment
  • Value Investors Do Not Sell In May And Go Away [View article]
    Good Article. Sound advice. Value is independant of time.
    Apr 3 03:58 PM | 1 Like Like |Link to Comment
  • Why British Stocks And The U.K. Economy Are In Trouble [View article]
    Good analysis Mike. The only consolation is that the FTSE contains a significant number of Companies who are International in scope. But Europe is definitely the major problem.
    Apr 3 11:47 AM | Likes Like |Link to Comment
  • Healthcare, Technology And Utilities: Strong Plays For 2013 [View article]
    NGG Dividend formally going up by 8% pa is likely to go lower over the next few years (4%???). but still good value with capital gain upside.
    Jan 19 11:00 AM | Likes Like |Link to Comment
  • Build On Your Dividend Growth Portfolio's Core To Meet Current Retirement Goals [View article]
    Thanks Bob Much appreciated
    Dec 19 02:32 PM | Likes Like |Link to Comment
  • Build On Your Dividend Growth Portfolio's Core To Meet Current Retirement Goals [View article]
    Thanks Bob I enjoyed your Article and it followed my investment philosophy with one major exception. As a UK investor I stay with FTSE 100 Companies and whilst this limits the choice it takes out the currency risks which are handled by the Companies themselves.
    What this means however is that I appear to have many fewer Companies than you but with a similar Assett spread and this means my positions appear to be much larger.
    What would you consider the biggest Investment in a single company should be as a proportion of the total? I work on a maximum of 15% with an average of about 8%. I have about a dozen Companies in my Portfolio at any time with say 8 or 9 alternative investments under review at all times.
    Once again I enjoyed your Article and found it very useful.
    Dec 18 06:45 AM | Likes Like |Link to Comment
COMMENTS STATS
29 Comments
9 Likes