Finding builders in the ftse 100 is quite difficult ,ie there are none.
Land shares we have three
British Land Company
Land Securities Group
My favoured of the three is the British Land Company ,even though they have just raised £500 million.
My estimate of valuation ,was slightly in favour of this one.
If you would like a builder , I favour persimmon ,whom are just about to start returning cash to shareholders .All going through on this month`s vote .
As a small builder , I have a high regard for Inland Homes , although not on the ftse350 yet .
Good luck with your decisions ,
Long term Investing ;
I have as usual based this on history. remember the oil glut of the 50`s & 60 `s .
Neither do I . But , I have a vague recollection of the 70`s .
This leads me to being a long term believer in the natural gas price upheaval. There are two good shares for this play , one being LNGA for us Brits and UNG for the Americans .Why will gas prices go up . It`s the usual story of too much demand and not enough supply , despite tales of america being inundated by the stuff
and that Britain has huge supplies near Blackpool , by all accounts.
Everything , as we know to our cost , that once was believed to last forever . Never does . A shame , but true .
Silver (why silver over gold ). Simple really , silver has industrial use and it`s ooooh so shiny.
Although there is more silver available 17m cubed of gold on the planet . By all accounts ,five times that of silver .
One always comes back to it`s at present use up and throw away propensity . Obviously , by the time I am long gone this story will have changed . And silver will be as valued as gold , for it`s rarity .
Enough Said ,
March 2016 ? How did my advice do ?
BLND +20% & dividends
Well Persimmon now double value from £10 to £20 per share plus dividend of £1 .
Inland Homes 25p to current 81p.
LNGA is down 85%
Ung is down 65%
Silver/Gold are down 15 %
Not a great performance you may feel . But my advice would be showing a healthy gain . must do better next time .
Now we have a great opportunity on commodity shares 3OIL & 3GOL .
Plus LALL , a general commodity play .
That leaves three more we shall keep Persimmon
And add a pharma GSK
And a bank HSBC
I would also like you to add a china index follower , the best I can come up with is YINN , which unfortunately you can not put in an ISA for it is on the US exchanges.
China index today 2800 very very good value .
At today`s prices ;
HSBC £4 .50
We shall recheck in three years time as per usual .