Jeremy Hamill-Keays

swedenclunk’s Activity

Sat Aug 11


Watercooler Post

swedenclunk wrote 7:27 AM

Turned 46, realised that my Swedish pension was decling every year (going to Vegas would have been better). I would love to be rich, but being able to enjoy retirement is a must. So looking to grow a base. My house is a great start, worth 2* what I paid for it, and whilst I am not paying back the loan it continues to grow. So in my I decided to take control, at least of some of my funds. I had a mainly UK based portfolio. I took some funds and put into Bank bond (lloyds), paying out 11% per year. The risk is the bank goes bust or defaults, is today low (I guess the market doesnt think so). I sold Vodafone, a great cash cow with a great yield but mobile networks are utility companies, very little in brand value anymore. I work in mobile services, and one company kept popping up...Amazon. Having been on a business development course, we took a look at Amazon. You have to say a very efficient company with great execution. I think they have massive growth potential. Last Xmas as I travelled back to the UK, I just sent all the presents from Amazon. All arrived. I was a convert. Films and music are all moving digital, and Amazon is rapidly taking leading posiion. I think their application offering is poor, but ILOVEFILM is better known here than Netflix.. Tough competition from TV companies (cable), all of whom have streaming services. So maybe I should have kept VOD, but long term I think AMZN will go great guns. Next choice was DDD 3D systems. I think mass manufacturing is a way away, but for many products this tech is obviously a winner. I sold Coke, KO. I think its a great stock, but fully valued right now, and the yield needs to improve. Looking at Monster to replace, and glad I waited given the news (investigation). CMG, SBUX are also high on my watch list. TEA might make a show, but it will be a low value purchase. I also own BP, and BDEV (housing). Not happy with either, but they are moving up. Learning when to sell is harder tha learning when to buy:-)

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