Imperial Brands

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Mark Howitt‏ @MarkHowitt 35s35 seconds ago
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There's obviously long term value here. A 5% yield and 13.2 PE are great value for a tobacco company.
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Mark Howitt‏ @MarkHowitt 3m3 minutes ago
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Just bought @ImperialBrands as a regular share... first time I've actually bought a regular share in a while.

Just gone long on @bt_uk again... bargain at these levels.

Just gone long on @bt_uk again... bargain at these levels.

Decent day for shares and spreads today... up about £850.

Decent day for shares and spreads today... up about £850.

Shorting BOO

Mark Howitt‏ @MarkHowitt 2m2 minutes ago
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Replying to @wheeliedealer
Just closed my first ever shorts with #BOO made nice profit... my goal with my first ever short!

Leeds Share Event

Interesting share event with David Scott in Leeds yesterday... made notes and according to Chris Bailey I should do a review on https://lnkd.in/bwhDnv Busy today but may well do!

Decent day for spreads and shares today... up around £600. Winning at poker too. Potentially going to a share event on Tuesday, more to follow.

Decent day for spreads and shares today... up around £600. Winning at poker too. Potentially going to a share event on Tuesday, more to follow.

I spread @centrica and won a bit more in poker today... winning solidly.

I spread @centrica and won a bit more in poker today... winning solidly.

Mark Howitt‏ @MarkHowitt 3s3 seconds ago More Just spread @RoyalMail again... just too cheap! PE 8.5 and dividend yield 6.17% for a very solid company with a lot of property.

Mark Howitt‏ @MarkHowitt 3s3 seconds ago
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Just spread @RoyalMail again... just too cheap! PE 8.5 and dividend yield 6.17% for a very solid company with a lot of property.

Just spread @centrica again... v cheap at these levels worth a buy!

Just spread @centrica again... v cheap at these levels worth a buy!

Global Reach

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Update

Mark Howitt‏ @MarkHowitt 32s33 seconds ago
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this month so read all my articles before the end of the month please. More to follow.
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Mark Howitt‏ @MarkHowitt 58s59 seconds ago
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Just so you all know I'm probably not going to be doing any more @InvestomaniaUK articles and probably will only be paid for views

BT

Mark Howitt‏ @MarkHowitt 12s13 seconds ago
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up in future!
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Mark Howitt‏ @MarkHowitt 19s20 seconds ago
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My dad bought more @bt_uk shares on Friday and I spread them too... what with @Financial_Orbit being on them too... safe to say they will go

Time to play higher stakes poker... my hourly rate yesterday was more than I've had for anything in years...

Time to play higher stakes poker... my hourly rate yesterday was more than I've had for anything in years...

Just WON a poker tourn full of TOP players. Biggest cash for ages :) £££££££££££

Just WON a poker tourn full of TOP players. Biggest cash for ages :) £££££££££££

Free share advice... @RoyalMail is very cheap as a share at the moment. Might spread it again.

Free share advice... @RoyalMail is very cheap as a share at the moment. Might spread it again.

Shares Up

Shares doing well today... BDEV, RDSB BT all doing nicely... up around £400.

More twitter chat with the Pros!!

Mark Howitt‏ @MarkHowitt 19s20 seconds ago
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Replying to @wheeliedealer @ruperthargreav1
Interest rates will also eventually go up from their historic lows. And there are lots of other things you can invest in other than shares.
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Mark Howitt‏ @MarkHowitt 3m3 minutes ago
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Replying to @wheeliedealer @ruperthargreav1
This is coming from someone who until this year hadn't sold a share in over 11 years.
Mark Howitt‏ @MarkHowitt 4m4 minutes ago
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Replying to @wheeliedealer @ruperthargreav1
All depends on the return you can get on your money.
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Mark Howitt‏ @MarkHowitt 4m4 minutes ago
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Replying to @wheeliedealer @ruperthargreav1
I would say it is only CLEARLY the best option for people with a LOT of money and at least quite a lot of investment ability.
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Mark Howitt‏ @MarkHowitt 4m4 minutes ago
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Replying to @wheeliedealer @ruperthargreav1
That's certainly less than 5% of the UK population.

SUPERMARKET WAR

The Supermarket War Continues, are Tesco, Sainsbury’s and Morrisons Worth Buying?

At the time of writing Tesco (LON:TSCO) (TSCO.L) is trading at 185.5p after a sharp 1.17% fall on Monday. Is the biggest supermarket in the UK worth buying?

It is still at least an avoid for me. Tesco has opened a compensation scheme for 10,000 shareholders misled by a trading statement in 2014 which overstated the company’s profits. When you think of its wide UK geographical spread, with many huge stores all over, it is the company most at threat from Aldi and Lidl which continue to gain market share relentlessly.

When you are thinking about UK consumer shares a PE of 27.77 is far too high. The supermarket sector is a competitive even cutthroat business where profit margins are tight. There are plenty of people in the UK who cannot even afford to shop at Aldi and rely on foodbanks. There is no dividend yield either.

Sainsbury’s (LON:SBRY) (SBRY.L), a company which I used to be a shareholder of, is trading at 236.2p after a 0.51% rise on Monday. The PE is 10.78 and the dividend yield is 4.32%. Overall it is probably the strongest supermarket on current valuations. I would say at this price if you already hold the share do not sell, there could be a bit of profit here. I would rate it as a hold overall and if it reached the heady heights of 250p you could consider selling then.

Morrisons (LON:MRW) (MRW.L) is trading at 246.3p after a 0.89% fall on Monday. I have plenty of experience in shopping in this store but now mainly shop in Aldi. There are probably plenty of people like me in the north of England. Overall I would say avoid this share the PE is too high at 22.86 and the dividend yield is too low at 2.21%.

So toff supermarket SBRY is OK but seriously all over players will be hurt by the German operators. It's not fun shopping there but it's cheap and always busy.

Twitter

Mark Howitt‏ @MarkHowitt now
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Also supermarket article coming out on my site or another one soon!
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Mark Howitt‏ @MarkHowitt 22s22 seconds ago
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May write more today on why it's a SHORT!
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Mark Howitt‏ @MarkHowitt 39s39 seconds ago
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My @bohoo article doing well on http://www.markhowitt.blogspot.com ... also new GLOBAL REACH POST UP!

Global Reach

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Anyone interested advertising on http://www.markhowitt.blogspot.com feel free to contact me. Over 80,000 views, great global reach and I have over 150,000 views on my share articles worldwide.

Boohoo.com Is Overpriced... what other options are there for my money?

Boohoo.com Is Overpriced... what other options are there for my money?

At the time of writing boohoo.com (LON:BOO) (BOO.L) is trading at 253.25p after a 0.9% rise on Monday. Can this fashion upstart be good for my bank balance?

In short I think the answer is no. The PE is now a sky high 114.5, one of the highest I have ever seen on a share. The company made just 24.22 million pounds in 2017 and 12.44 million in 2016. The reason the company is valued so highly is that some analysts think the company will explode with future earnings. However even future earnings predictions are too high anyway. It is far better to focus on the current reality of the company.

There is no dividend yield and I suspect it will be a while, if ever, before the company delivers one. The impact of a higher minimum wage and a BBC watchdog investigation are just two of the headwinds that the company must face. There is not much recent director faith in the business either with no buys in the past year and two big sales, the latest one being on the 12th June 2017 at £2.20 for nearly 25 million pounds worth of shares.

So overall I think the company is a sell. It is priced for perfection at current levels and I don’t think the company is perfect. It's got the potential to sink like a stone, which is why it's my first ever short.

A much more solid alternative is Next (LON:NXT) (NXT.L) which is currently trading at 4333p after a 0.46% fall on Monday. The PE is a reasonable 9.87 with a visible dividend yield of 3.65%. When the special dividend is taken into an account it is yielding over 6%. I would rate it a hold at this price. Dixons Carphone (LON:DC.) (DC..L) is another interesting alternative, a different play on the UK consumer with a 6.83% dividend yield.

Wheelie Chat

Mark Howitt‏ @MarkHowitt 4m4 minutes ago
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@wheeliedealer much.
Mark Howitt‏ @MarkHowitt 4m4 minutes ago
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@wheeliedealer Probably should be same principle... leave enough in so you don't have to top up and maybe a little for trades but not too
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Mark Howitt‏ @MarkHowitt 5m5 minutes ago
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@wheeliedealer With my spreadbet account... I have left some in at sometimes.

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WheelieDealer‏ @wheeliedealer 18m18 minutes ago
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I'm talking from experience - my current Spreadbet Leverage probably 20% higher than I like - need to reduce more.

WheelieDealer‏ @wheeliedealer 19m19 minutes ago
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I think it's a good idea to take Spare Cash out of Spreadbet Account when gets to a certain level. Too much Cash encourages Leverage.
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Mark Howitt‏ @MarkHowitt 5m5 minutes ago
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Replying to @wheeliedealer
I've been thinking about this quite a bit and you're probably right. Also you should get interest on your cash.

Two articles done and getting in the writing zone. Feel free to contact me about opportunities.

Two articles done and getting in the writing zone. Feel free to contact me about opportunities.

Today will mark the day when www.markhowitt.blogspot.com has OVER 80,000 VIEWS... much more to come!

Today will mark the day when www.markhowitt.blogspot.com has OVER 80,000 VIEWS... much more to come!