Interesting stuff. Ted Baker seems to have taken a serious beating in recent years. I must do some research but this could be an interesting long term play if they sort out their management issues. On a quick Google search, that seems to be their biggest issue.
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They have new management, they had a capital raise and paid off all debt. Either way iMo is a recovery play or acquisition.
I looked at Superdry and N brown didnāt fancy either as much as TB.
Superdry is a has been brand to me.
N brown if they canāt make money in the pandemic I donāt get their businessā¦people got fatter people buying clothes online, that is their market+ they also have huge debt
TB - yes a bit dated but more of a household name and they do nice lingerie and some stylish clothing. Sold their brown building built up more cash and debt free.
CEO rachel Osborne been at TB since March 2020.
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Iāll take your word for it.
I think certainly it would be, as you say, a recovery or acquisition play. I have a pie of some recovery plays which Iāve yet to invest in, but this could be a good addition.
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Let me know if you buy some or if you find out something interesting. I just look for value and aim to buy low, sell high on recovery or acquisition stocks. I do try to dabble with growth but itās harder I think.
If you want a project which IMO could be a multi bagger, Iād look at McCollās but there is much more risk there I wonāt deny that.
McCollās are working with Morrisons to convert their stores into Morrisons daily aka convenience stores, look at McCollās current market capā¦look at net profits of gone years add Morrisons brand and scalability and do the maths. No illusions big debt though. They have had recent capital raise and management chucked in a few million themselves so some skin in the game and also adjusted maturities I believe. Also again, at this price would Morrisons buyers just buy McCollās? Considering current dragdowns are supply issues and Inflation resulting from covid.
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Likewise, but I look on the other side of the pond for the most part. I will admit I like the volatility of the US stocks.
Good initial insight about McColls, Iāll do some further reading here too.
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Fair enough, I get FTSE is old school but being British I donāt like being open to damage from exchange rates and witholding tax. Hence I trade on the domestic market. 12 of the worldās tech deacorns are listed on the FTSE, this is third behind US and China (so itās not as bad as itās made out to be).
Just taking into account waves and cycles and how nature works US just appears highly distorted and due a correction, FTSE might stagnate but if anything should see index increase especially as LSE looking to reduce restrictions for access. I would argue the Japanese market is due a rebirth too.
IMF also has UK with joint highest growth projection for this year.
Obviously this is all speculation. Hence I canāt read crystal balls and Iām still a peasant.
Thatās a gamblers mentality. Having one last bet with the houses money before leaving the Casino.
"Iām Ā£300 up, Iām going to put it all on black before I go! If I lose I lose, itās the houses money"
There isnāt a house in stocks. The money is always your money.
Agree its about time the UK was due a correction, look at all the UK firms US companies are buying up(on the cheap?).
ARM
AVAST
Morrisons
There is probably a good few more Iāve forgotten about. TBH the FTSE250 is probably a better benchmark of UK in general than the FTSE100.
Past year FTSE250 tops UK All, S&P500 and Japan:
Taking a longer view, you could say that the UK has lagged behind since the Brexit vote, but that should more than be priced in now.
The driver for the US gains as well has mostly been the FAANG stocks(plus Tesla), so you know make from that what you will. Perhaps the US has the strongest tech industry, or just the biggest?
Perhaps its a question that should be raised - has there ever been a period where a single market, has out performed others around the globe by such a consistent/divergent path, and what happened next?
I am tempted to actually top up only a China fund end of this month and be a bit contrarian.
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I singled out this one for my dividend growth engine a while ago 
it has been growing its dividend uninterrupted for the last 14 years, the payout ratio is very health at 44% and its average growth rate for the last five years have been 22%
Iām gonno guess recent price drops are related to general market sell off, I canāt find any specific news.
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Their line is a bit decadent and tackyā¦ itās my favourite, I love it though, most women donāt 
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Loads of women I know (the ones I stalk and watch on TV) like Ted Baker, they do sets bra and knickers for like Ā£35 
Floral designs or rather muted.
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Thereās loads McCarthy stone, Cobham blablabla. I agree with your view.
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Who said anything about āoneā, or āgamblingā? I believe in a diversified, well researched portfolio with sensible risk management - not gambling, not betting, and not putting all my cash into āone lastā anything.
Taking out your principal is a very sensible risk management approach, as it investing without emotion. Iām not sure how you can argue against either of those. Each to their own though! You do what works for you.
Wasnāt meaning you specifically, Iāve never seen your portfolio so couldnāt comment, just a general point about how unchecked, the thought of houses money can become an issue.
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people have different pain points and point of views, so the concept of gambling has quite the range.
on one end of the things: I argued with colleagues who considered āanything that has any chance of loosing moneyā as gambling (Iām aware very conservative)
on the other hand, I myself do not consider poker as gambling because if you are good enough and play the odds systematically youāll consistently make money over time.
Well you have to remember there are people who consider the entire stock market to be inherently evil.
Iāve also been told Iām gambling for using CFDs in the past which I also thought was nonsense. Leverage is another layer of complexity is all.
So youāre right, gambling can be quite the range in definition. Though I would say it is when you are working with chance and faith more so than risk management and calculation.
Such as their house? Which they essentially bought on 10:1 leverage 
Like I mentioned above I do compartmentalise. I make sure most of my investments go to funds whilst allowing for more risk in other positions.
I should have used different wording to avoid invoking the image of a casino but you canāt think of an investment in preclinical Pharma the same way as you do a tracker fund.
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yepā¦
remind you, this is not my argument.
I even asked āhey bonds can fail, do you think buying bonds are gambling too?ā and since they ācategoricallyā defined what gambling is, they are too stubborn to admit they might be wrong and say āyesā
It is an interesting position that they have. I donāt think they realise the logic! Their cars are depreciating year on year for example. I donāt pretend to be a financial expert at all, Iām no where near it in fact, but a little bit of financial literary goes a long way and I feel this anecdote shows that!
Iād go further and say you canāt really compare any two stocks. Sure, they might be from the same industry so there is some similarities, though every company is different. Which is why I find it a bit mad when folks are on here mentioning they have 100+ holdings. About 12 to 16 I can handle keeping up with. Any more and then it would be moreso gambling for me as Iām working blind, unable to keep up with news on my holdings.
Found a great app for helping keep up to date with earnings calls the other day.
QUARTR itās called. Give it a whirl - you might find you can stretch that number to 20.
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