Woodford Patient Capital Trust Live Discussion

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regardless 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio No I keep it simple No that clever

Armageddon 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio @regardless ever touch etfs? For somebody like you (a holder), some great high yielder etfs without one stock full exposure. They have been crucified. Worth sticking in Watch list though. Just study the constituents well and maybe wait another big correction If you select well, this will pay capital and income for a long time.

Armageddon 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Absolutely finished. Although in the city you just never know. Maybe he has dirt on some fund. Get a silent seat . Yes ftse 350 is ok. And selected Aim stocks. But doesn’t really matter if no risk control. Can get caught in any. That’s where he went wrong.

regardless 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio I reckon Woodford is now finished Luck run out IMHO He should of kept it simple ie FTSE 100 stocks dividend paying ones that are unloved thanks to Brexit

regardless 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio We know me too well

Armageddon 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Anotherwards your as lazy as me

regardless 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Sadly you need to sign up etc Don’t want to pass over my email address etc I get junk mail

Armageddon 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Seeing a lot of volume interest here too in the last few days . Its slightly less that last time at this price so…il wait one more pullback and buy. Nice one indeed @Lastemporer

Lastemporer 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio [link] also

Lastemporer 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio If you read the FT it was mentioned there today: From today’s FT’s Lex:Neil Woodford’s portfolio companies have been accident prone. If that is the rule, illustrated by the shambolic likes of Kier, Provident and Purplebricks, what is the exception? Could Burford be an example of the struggling UK fund manager getting it right? He is a long-term backer of the UK-listed litigation funding business. An 11 per cent drop in Burford shares last week after Mr Woodford gated his fund followed a 10-fold rise over five years. Investing in courtroom dramas - or settlements that forestall them - is an unusual way to make a living. But it is a booming business in the UK and US. A company is more likely to sue over a commercial dispute when a litigation funder bears some of the risk for a share of any rewards. These can be tidy in our low-yield world.Litigation funders are nearly as chic and savvy as the lawyers they finance. Perhaps that is why bedazzled bulls are ignoring a simple rule: a business with rising profits but operating cash outflows may be heading for trouble.Burford’s accounts are as eye-popping as its share price growth. Operating income rose to $345m last year, according to S&P Global, ten times higher than in 2013. Operating cash flow dropped from $42m to a negative $233m. The group is borrowing to fill the gap. Net debts have tripled in two years to $331m. Fans will riposte that this is chicken feed compared with investments in legal cases valued by Burford at $1.9bn. However, that figure depends in part on the company writing up the value of legal tussles that have not finished. These non-cash gains accounted for 54 per cent of revenues in 2018. Most of the rest came from concluded cases.In fairness, Burford’s accounting policies are conservative by the racy standards of litigation funding. It has a good investment record. According to Jefferies analysts, it has been on the winning side in two-thirds of cases and four-fifths by value. But as Mr Woodford’s downfall has shown, a rush of hot money can skew decision-making and erode returns.

Lastemporer 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio The best pick is Burford Capital, BUR, one of AIM’s largest.

Armageddon 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Il hsve a look now. Thank you

Armageddon 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Can you post list here regardless? It’s an interesting one to look at. Just personally can’t be arsed to actually find them myself . I doubt his holdings will have much affect in the 100. But maybe low 350 … most he had are dogs but might be one worth finding after a sale

riverside_red 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio Woodford website.

regardless 10 Jun 2019

FTSE 100 Stocks with Woodford Portfoilio I looking for opportunities into a maybe a fire sale over the next few weeks ( they need the money ) Can someone list the FTSE 100 stocks that are in Woodford Portfolio I have a Bank Bond Maturing in July and looking better than the Rate 0.5% fixed for 6 months I been paid today Barret Developments and Taylor Wimpey are two I believe any more ?

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