LON Picks: Calling all UK "Lads"

Mac · 05-11-2009, 05:32 PM

For those who are familiar with the LON exchange, I've got a request for you.

Would you please list your TOP THREE LON-exchange picks for LONG TERM capital growth?
(Target: 20 years)
and perhaps a quick Peter Lynch style "What's their story?"

-Must be well capitalized
-Must have growth potential
-Cannot have history of significant dilution
-Less than 50% institutional ownership preferred
-Current dividend preferred
-Low volatility preferred

( I'm asking for selfish reasons: I want to populate my retirement account with some StockRants wisdom, and the U.K. is next on my list of -must buy- geographies....but, I'm sure other members would appreciate your insight as well. )

Thanks in advance.

Cheers,

Rhetor · 05-12-2009, 07:28 AM

Interesting question, and one that fell very much into my line of enquiry.

I would say that the UK is going to face a hell of a tough time in the long run (20-30y). In my estimation, most sectors are going to be battered. Resilience will be shown by only a few equities.

My picks would be:

1. BP : A highly stable oil major with div yields fluctuating from 5.5-8%. Oil prices will go up in the future, so BP should benefit from this. The only challenge I see is if an oppressive left-wing tax regime comes in to impose windfall taxes on the company.

2. Cadburys : It's been around for eons, and will continue to do so. Cadburys has a solid brand reputation throughout the world, and as the emerging markets increase their disposable incomes, they will look to buy western imported chocolate (Western brands are highly desirable in Asia).

3. Liberty International : Simply put, "Buy land... they stopped making it a long time ago".

Over a shorter period (5-10y), I would invest in vodafone, centrica and rexam.

Cheers,
Rhetor

VicVan · 05-13-2009, 08:21 AM

Good stable picks there

It is a very tricky question as so long term as mentioned in the message. We need to get some more options? UK PEOPLE WHERE ARE YOU!

05-11-2009, 05:32 PM	#1
Mac UberTrader Join Date: Apr 2009 Location: Nowhere, Land Posts: 250 Rep Power: 185 Reputation: 3940	LON Picks: Calling all UK "Lads" For those who are familiar with the LON exchange, I've got a request for you. Would you please list your TOP THREE LON-exchange picks for LONG TERM capital growth? (Target: 20 years) and perhaps a quick Peter Lynch style "What's their story?" -Must be well capitalized -Must have growth potential -Cannot have history of significant dilution -Less than 50% institutional ownership preferred -Current dividend preferred -Low volatility preferred ( I'm asking for selfish reasons: I want to populate my retirement account with some StockRants wisdom, and the U.K. is next on my list of -must buy- geographies....but, I'm sure other members would appreciate your insight as well. ) Thanks in advance. Cheers, __________________ -Mac p.s. remember, it can always go lower, unless it's already at zero.

05-13-2009, 08:21 AM	#3
VicVan UberTrader Join Date: Apr 2009 Location: London Posts: 666 Favorites: ANTO, GE, XL Rep Power: 208 Reputation: 4102	Good stable picks there It is a very tricky question as so long term as mentioned in the message. We need to get some more options? UK PEOPLE WHERE ARE YOU! __________________ Always do your own research and make up your own mind on any stock. Top investors follow themselves, sheep get slaughtered. Any tip, suggestion or comment posted by me is simply a suggestion / prompt for you to make up your own mind. No liability will be accepted. Its not a professional view, its a suggestion. Shares go up and down. Always spread your investments, always set your stops both up and down. If shorting or Futures investing, know what your doing. You cant beat the sharks, but you can swim on their back. Trade lucky.

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05-12-2009, 07:28 AM	#2
Rhetor Junior Trader Join Date: May 2009 Location: London Posts: 5 Favorites: Vod.l bp.l CFM.l Rep Power: 18 Reputation: 47	Interesting question, and one that fell very much into my line of enquiry. I would say that the UK is going to face a hell of a tough time in the long run (20-30y). In my estimation, most sectors are going to be battered. Resilience will be shown by only a few equities. My picks would be: 1. BP : A highly stable oil major with div yields fluctuating from 5.5-8%. Oil prices will go up in the future, so BP should benefit from this. The only challenge I see is if an oppressive left-wing tax regime comes in to impose windfall taxes on the company. 2. Cadburys : It's been around for eons, and will continue to do so. Cadburys has a solid brand reputation throughout the world, and as the emerging markets increase their disposable incomes, they will look to buy western imported chocolate (Western brands are highly desirable in Asia). 3. Liberty International : Simply put, "Buy land... they stopped making it a long time ago". Over a shorter period (5-10y), I would invest in vodafone, centrica and rexam. Cheers, Rhetor