Unilever current price at > 4100gbx is not a time to buy. Owning the company at this stage is quite concerning with the HQ move back to Netherlands and also the removal from UK FTSE100. A great company but not trading at a cheap price.
Oil share price hitting 80 was the best time to offload Oil companies shares. Shell is a good company to own. However the company is still finding its identify on being a utility, green or hydrocarbon exploration company. Restructuring with leadership with company policies seems imminent in the near future. Previous Shell shares purchased below 1800gbx would be good to hold for dividend income or reinvestment. Previous Shell shares purchased at 2000gbx would be best to sell for immediate profit.
SSP Group @
A company which is still growing its business globally. Most of the profit is from foreign currency exchange. It was announced in June that new shops opened in Bahrain airports, London stations and Taiwan airports. A small stable growth cap with dividends payout company to own for long term.
Ocado is starting to get serious. Selling its technology to clients and upgrading online supermarket in US, Canada and Europe. This seems to be just the beginning for supermarket to protect themselves against Amazon. Another confident long term growth buy.
Time to sell and leave this boat. CEO keeps changing his mind and not keeping to his words long term. A potential further dividend cuts seems possible.