There a good article from analyst in Mootley fool today regarding Royal Mail, RMG
Here is the summary:
My stock recommendation is ALL (Atlantic Lithium)!!
Had a decent run already but much more to come if you look at mcap
Excellent resource
Very close deep water port
Lithium prices going mental for foreseeable future
PFS imminent
Stable country
aligned management
And best:
Fat cash stack on hand + already funded to production!
Disclosure: No surprises there, currently makes up 30% of my pf
TWTR (Twitter)
Pre market is already up 48.93 +3.08 (+6.72%)
Because of this.
But I am not buying it at current price. I will wait until there is a pullback around $39
Not dissing you mate but that’s the problem right there, we retail investors chase price instead of value and am guilty of it too.
Nobody wants to see a red portfolio instead of seeing the next 15 years 
Lone these kind of stocks,I recently put money for the third time in to a chip company that is doing amazing things.
Still some work to do but if they can scale it the pay off will be amazing.
And it will be a true monopoly……I mean business 
I have been eyeing ASML for sometimes now. I understand they are the leading manufacturer of the most advanced chip making machines to be installed in Chip Foundries.
I watch in other videos they are the only the manufactures of machines capable of producing 5nm chips.
They are generating Free cash flow increasing year after year. Not to mention the current shortage in chips supply. It look at least two years to add or built new chip foundry, current condition in Taiwan the largest advanced chips manufacturer in the world. Sense of urgency, the wake up call for national security putting pressure for each individual country to focus on building their own chip manufacturing at home. Example recent 2022 chip act in the US
The are profitable and have pricing power as I understand they have no competitors for EUV (extreme ultraviolet) in manufacturing the smallest chip in the worlds. Those who want to compete will be lagging a few years.
https://seekingalpha.com/article/4278611-last-thing-asml-to-worry-is-competition?source=acquisition_campaign_google&utm_source=google&utm_medium=cpc&utm_campaign=16160107180&utm_term=138882501091^aud-1204654565229:dsa-1485125208378^^581249221152^^^g&internal_promotion=true&gclid=Cj0KCQjwxb2XBhDBARIsAOjDZ37R0DRJkAMBR7OgcvTtsHAN44J7MteasIeiTxiE-rSzuwG16NVWeYoaAp1UEALw_wcB
My only problem is that they are still expensive.
The last five years P/E ratio is still 37.93. The last five years P/FCF 26.97. I am looking for about 20 ideally. But I will bite when they fall to around 23.
What do you think. Will you be considering buying it ? Do you think it is already good to bite at the current price ?
I really like them. Have stopped buying AMAT, although still hold a position which is 1.9% of my portfolio, and I am currently buying ASML and Lam Research instead. They are 0.6% and 0.7% of my portfolio.
There is another documentaries from CNBC about ASML
But valuation s still expensive in my opinion P/E 33.32, P/FCF:27.89. When the P/FCF fall to 23 I will bite.
Been quite on this part of the forum?
So investment trusts and some reits. Average discount on investment trusts is now 13%. pre covid 2.5% post covid 1%
Big in reits but not as big as they may appear.
This is meant as an example.
REITs and Infrastructure are where investors go when they consider government bonds aren’t paying enough. These type of investors like reliable income and real assets.
So the dividend they pay has to rise proportionally.
Well maybe not exactly.
So if a reit was paying 5% and gilt was paying 1% and gilt returns go up to 4% then reit will have to pay 8%. That can only be achieved by the share price falling until the dividend is equal to 8%. Offset to a degree by higher dividends due to inflation linked rent.
Now property values are obviously based on the resale value and they will fall as nobody is going buy an asset on 5% yeild anymore.
Nothing above is meant as a linear statement. Specially as some reits are suffering from separate problems. Namely those in the social housing area.
The question therefore is are the falls overdone?
Or alternative views is this the bottom?
Good luck in working it out!!