Date and time: 8.00pm 17th January 2005

Venue:
The Pheasant
Shefford Woodlands
Ermin Street
Shefford Woodlands
Nr Hungerford
Berkshire
RG17 7AA

Attendees:    

Andy "Cobbs" Robinson
Dave Hanley
John Peprell
Mark Nicholls
Paul "Pablo" Tompsett
Tim Jordan

Mark (Guest)

AGENDA

1. What we've sold
2. Current prices
3. Dividends
4. Adjust buy/sell
5. Paperwork
6. Homework
7. Next Meeting

MINUTES

1. What we've sold

Nothing

2. Current prices


 

 
3. Dividends

KESA £1.76

PILK 15.68

4. Adjust buy/sell

Many of the buy sells have been adjusted - see here

 
5. Paperwork

None.

6. Homework
 

David - Wolsey (WOS) Current 1047.50p.  Plumbing supplies, div 2.3%, PE 13 Div  May/Oct,  6 Buys 3 Neutrals
David - GWR - Radio company, merging with Capitol, Div 2.55%, PE 38,Div Jul, 7 Buys 2 Holds
John - Retail Decisions (RTD) - Current 32p - Fraud Prevention - No Div - Might have missed the boat, PE 66
John - Serco (SRP), current 250p, Engineering, 7 Buy, 5 Holds, 2 Sells, Div 0.95%, PE 32.26
Pablo - XAAR - XAR Current 163.5, ink jet technology, loyalty cards, circuit boards.  Profit gone up 10% in 6 months. Strong figures, no div, pe 102!
Cobbs - Scottish Power (SPW) - Utilities - Current 412p, Div 5%, PE 14, Mostly Holds
Tim - Tescos (TSCO) - Current 323p, PE 21, Div 2.16%, Buys = 26 / Hold = 5
Tim - Great Universal Stores (GUS) - 16 Buy / 11 Hold / 2 Sell - 2.85% Div, PE20
Mark – Bloomsbury (BMY) – Just on the back of Harry Potter 6.  Shares have increased but they says they have further to go.  Strong Buy – 4 Buy – 4 Sell 1!  Div 0.68%)

Voted 1,200 each in SPW and XAR

7. Next Meeting
 

Sat March 12th 4pm - Pablos House - Poker After

 
ACTION ITEMS

Action 1.

Homework

Action by: All

Mark Nicholls