What shares you buying?

[Edinburgh Black Cat]

Roku and Hargreaves Lansdown are top of my buy list at the moment.

Kimberley Clark, Lockheed, Veeva and Adyen near the top too. Astra Zeneca and Alibaba look discounted at the moment but are a bit riskier.

Do your own research obviously.

 

[Darlo1973]

Roku and Hargreaves Lansdown are top of my buy list at the moment.

Kimberley Clark, Lockheed, Veeva and Adyen near the top too. Astra Zeneca and Alibaba look discounted at the moment but are a bit riskier.

Do your own research obviously.

I don't see AZ as being risky especially as a long term hold. Most of Big Pharma is down right now as COVID has disrupted the work on upcoming drug releases and fewer people are being treated for other conditions but AZ has one of the best pipelines in the industry and the recent acquisition of Alexion should be good for the future

 

[Edinburgh Black Cat]

I don't see AZ as being risky especially as a long term hold. Most of Big Pharma is down right now as COVID has disrupted the work on upcoming drug releases and fewer people are being treated for other conditions but AZ has one of the best pipelines in the industry and the recent acquisition of Alexion should be good for the future

Aye, depends on timelines. Short term could be shaky, particularly with name in the press every day but long term I agree they look like a good buy.

 

[Hair Flick]

I don't see AZ as being risky especially as a long term hold. Most of Big Pharma is down right now as COVID has disrupted the work on upcoming drug releases and fewer people are being treated for other conditions but AZ has one of the best pipelines in the industry and the recent acquisition of Alexion should be good for the future

AZ was my top performer last summer but has fallen back. Johnson Matthey has come into its own, up over 50% since last summer and some nice dividends to boot.

Open Orphan, tipped on here, have climbed really well this past month or two and are my top performing share with the potential to go better still if they spin off some of their non-core but highly desirable businesses.

 

[Darlo1973]

AZ was my top performer last summer but has fallen back. Johnson Matthey has come into its own, up over 50% since last summer and some nice dividends to boot.

Open Orphan, tipped on here, have climbed really well this past month or two and are my top performing share with the potential to go better still if they spin off some of their non-core but highly desirable businesses.

The reason for having Big Pharma shares isn't to become rich quick. The likes of GSK and AZ are never going to double in value overnight but on the other hand they are never going to go bust either. People will always need medicines so they are fairly recession proof and a good source of reliable dividends. There may be some pressure on Pharma profits if President Biden tackles high drug prices in the US but longer term a move to more universal coverage should increase sales by allowing more people access to the drugs they need. Profit margains may be lower but the overal pie should be larger.

 

[Deleted member 26533]

The reason for having Big Pharma shares isn't to become rich quick. The likes of GSK and AZ are never going to double in value overnight but on the other hand they are never going to go bust either. People will always need medicines so they are fairly recession proof and a good source of reliable dividends. There may be some pressure on Pharma profits if President Biden tackles high drug prices in the US but longer term a move to more universal coverage should increase sales by allowing more people access to the drugs they need. Profit margains may be lower but the overal pie should be larger.

I was looking to add one other pharma company to my portfolio. I have GW. In terms of slow steady share price, are AZ the best one to look at?

 

[Edinburgh Black Cat]

I was looking to add one other pharma company to my portfolio. I have GW. In terms of slow steady share price, are AZ the best one to look at?

As well as AZ. I have the following which have varying degrees of pharma focus: JNJ, Abbott, Abbvie, Zoetis.

Have seen Novo Nordisk recommend a few times but price looks a bit toppy for me at the moment.

 

[Darlo1973]

I was looking to add one other pharma company to my portfolio. I have GW. In terms of slow steady share price, are AZ the best one to look at?

In the UK the choice of Big Pharma the choice is of GSK or AZ. Of the two I'd go for AZ as their pipeline is looking better. GSK are also planning a demerger into separate pharma and consumer products divisions which could be quite messy.

Outside of the UK, you are the adding in currency risks and will depend on whether you are looking for growth or solid dividends. AbbVie, J&J and Merck are all solid.

"Small Pharma" is far too risky for individual investments so a fund would be a better idea.

 

[toxic tracksuit]

Any new top tips?

Apparently the US financial bods are predicting 100% growth in The Market (US) in the next ten years, does anyone think that is likely over here in Blighty?

Would tip Touchstone - good time to buy back in. Can be volatile as their value is based on success of gas exploration finds which by default means they sometimes find nowt.

Open Orphan still going strong, with an objective of doubling every 6 -12 months.

 

[englishman abroad]

Just had my first quarter review, up about 5%
Clearly pharma & tech stock have done well
My banking stock has been steady
Mining and oil continue to flatline, but my energy distribution shares are doing well
I didn't realise I had Trump supporting Home Depot stock, I'm moving that into Warren Buffet's Berkshire Hathaway Company
Disney company have bounced back really strongly as well

 

[Fcomp]

Including dividends, I'm up around 25% in a year just with a FTSE100 tracker fund.

I had no shares before the pandemic so I lost nothing in the crash.

I didn't have a lot of cash to invest but the market was always going to recover after such a sharp fall so it was worth investing as much as I could in shares and using a tracker fund was an easy way to spread the risk widely.
Also, I only pay commission once since a buying shares in a tracker fund is classed as one transaction. Had I tried to spread my limited investment over 10 or 20 shares I'd have paid 10 or 20 times the commission.

 

[Vinyl Score]

De La Rue (will take a year, but will double or triple)
Halma (will gain 25-30% after the crisis)

You were wrong dude...


DLR increased 4.5 fold
& you were spot on with Halma

It's a shame I didn't buy any

Would tip Touchstone - good time to buy back in. Can be volatile as their value is based on success of gas exploration finds which by default means they sometimes find nowt.

Open Orphan still going strong, with an objective of doubling every 6 -12 months."

I did join in with OO though & I guess I will buy Touchstone (at my own risk)

 

[Darlo1973]

Including dividends, I'm up around 25% in a year just with a FTSE100 tracker fund.

I had no shares before the pandemic so I lost nothing in the crash.

I didn't have a lot of cash to invest but the market was always going to recover after such a sharp fall so it was worth investing as much as I could in shares and using a tracker fund was an easy way to spread the risk widely.
Also, I only pay commission once since a buying shares in a tracker fund is classed as one transaction. Had I tried to spread my limited investment over 10 or 20 shares I'd have paid 10 or 20 times the commission.

I'm also mainly a funds type guy and only hold a handful of individual shares. A FTSE 100 tracker is just about the worst performing index over the last year as it is dominated by banks and oil companies which aren't doing too well right now. Still, 25% beats what you can get in a savings account.

If you are looking at putting some more money in it may be worth looking at a US index tracker to get some diversification and exposure to the likes of Apple, Amazon and Google.

 

[Hair Flick]

I'm also mainly a funds type guy and only hold a handful of individual shares. A FTSE 100 tracker is just about the worst performing index over the last year as it is dominated by banks and oil companies which aren't doing too well right now. Still, 25% beats what you can get in a savings account.

If you are looking at putting some more money in it may be worth looking at a US index tracker to get some diversification and exposure to the likes of Apple, Amazon and Google.

Or spread the risk further and go for a global tracker.

 

[Oily Oily Oily]

Any advice on the best fund to invest in at the moment, also what website or platform to do it through?
I am willing to take a high risk investment plan as I’m only 32, then reduce the risk as I get older.
I currently have small investments in Wealthsimple and Wealthify.

 

[Darlo1973]

Any advice on the best fund to invest in at the moment, also what website or platform to do it through?
I am willing to take a high risk investment plan as I’m only 32, then reduce the risk as I get older.
I currently have small investments in Wealthsimple and Wealthify.

That's a huge subject. There are lots of platforms and thousands of funds.

First of all if you are under 40 then you should look at a Lifetime ISA you get a credit from the taxman. I don't know a lot about them as I'm the wrong side of 40. If one isn't suitable then they money should certainly go in an S&S ISA so that all gains are tax free.

For a "platform", MSE did a recent review: Stocks & Shares ISAs

Personally, I'm with HL. Their website is excellent but they aren't the absolute cheapest. Depends on what products and features you want.

For funds I'd start with something simple and low cost. As mentioned above a global tracker is a "fire and forget" type investment. Vanguard do som popular ones. Setup a direct debit every month and then get on with your life. Avoid the urge to check on it every day and play around with your portfolio.

Loads on information online such as YouTube. Just need to do some research.

 

[Oily Oily Oily]

That's a huge subject. There are lots of platforms and thousands of funds.

First of all if you are under 40 then you should look at a Lifetime ISA you get a credit from the taxman. I don't know a lot about them as I'm the wrong side of 40. If one isn't suitable then they money should certainly go in an S&S ISA so that all gains are tax free.

For a "platform", MSE did a recent review: Stocks & Shares ISAs

Personally, I'm with HL. Their website is excellent but they aren't the absolute cheapest. Depends on what products and features you want.

For funds I'd start with something simple and low cost. As mentioned above a global tracker is a "fire and forget" type investment. Vanguard do som popular ones. Setup a direct debit every month and then get on with your life. Avoid the urge to check on it every day and play around with your portfolio.

Loads on information online such as YouTube. Just need to do some research.

Thanks for the info, I have looked into vanguard before.
Can you invest in vanguard funds through HL website? Or is it best to go direct to vanguard website?
I will have a look at YouTube info over the weekend when I am off

 

[Darlo1973]

Thanks for the info, I have looked into vanguard before.
Can you invest in vanguard funds through HL website? Or is it best to go direct to vanguard website?
I will have a look at YouTube info over the weekend when I am off

Yes, you can do Vanguard direct or via a 3rd party such as HL. The limitation with going direct is that they only sell their own funds while with HL, II etc you can mix and match.

A useful introduction to Vanguard as long as you don't mind some Brummie presenters):

 

[Edinburgh Black Cat]

Yes, you can do Vanguard direct or via a 3rd party such as HL. The limitation with going direct is that they only sell their own funds while with HL, II etc you can mix and match.

A useful introduction to Vanguard as long as you don't mind some Brummie presenters):

The bald guy is a bit creepy is he not!?

I use T212 for my S&S ISA (where I buy individual shares), and HL for my LISA (which is all vanguard funds at the moment). My workplace pensions are with L&G, not hugely impressed so may go down the SIPP route at some point but happy to have it as a bit of a hedge at the moment.

 

[Longy]

The bald guy is a bit creepy is he not!?

I use T212 for my S&S ISA (where I buy individual shares), and HL for my LISA (which is all vanguard funds at the moment). My workplace pensions are with L&G, not hugely impressed so may go down the SIPP route at some point but happy to have it as a bit of a hedge at the moment.

Unless I’m reading it wrong mate always keep your workplace pension on & don’t replace with it a SIPP. The free money you get from them is way more valuable than whatever growth you can get elsewhere. You’ll be able to choose your own L&G funds too. It might not be the same choice as a SIPP, but nothing will beat the 60% (minimum) matched by your employer every month.