We have taken a position on Fedex logistics company. The trade was settled on the 9th of April 2012.

FedEx Corporation

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FT 18.01.12

Nearly 50% of our share holding is made up of ETF stock; the FTSE 100 & the German DAX tracker funds.

As you can see from the 5 yr charts for both of these ETFs, we are returning to all-time highs on both. We are approaching our buy price on both stocks. I propose that we sell when we break-even after commissions. Please cast your vote on the club voting page.

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With more than 20 million streaming members in the United States, Canada and Latin America, Netflix, Inc. [Nasdaq: NFLX] is the world’s leading Internet subscription service for enjoying movies and TV shows. The share price reached $304 in July last year prior to a subscription price hike announcement. Subsequently the stock price fell over the course of the next 6 months as subscriber abandonment figures were reported, bottoming out at $62 year end 2011.

Netflix broadband streaming service launched in the UK & Ireland early this month. We bought Netflix this date week ago at $103. The price fell away to $93 prior to a schedules earnings report yesterday. Analysts feared poor revenue and further loss in subscription figures. The market has been buoyed by better than expected numbers. In pre-market trading on NFLX overnight, the stock has surged 20% to opening price of $113. The NasDaq opens in 5 minutes. What would you do?

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$RBS.L is enjoying some trajectory in the past month. Bold, decisive action is required, from us as much as them!

Bull run on the markets today:

Amazon up 4.3%

Netflix up 4%

Goldman Sachs up 6.8%

Priceline (parent company to Hotels.com) up 4.1%

NVIDIA (parts supplier to Apple) up 3.4%

Sorry that I didn’t act on assertions of Monday conference call. These are my choice of stocks to watch through remainder of Q1.

With approximately 50% of club finances in cash (sterling), the remainder is invested in the following stocks. Note the proportion of funds invested in each share according to the “weight”. Geographically, the stocks or  ETFs that we have positions on are 99.94% located in Greater Europe (the UK & Europe).

Tesco took a 15% fall earlier this week on a poor Christmas trading statement. It hit its’ 52 week low, working on a range of 315.10 – 490.50. It is now trading at 2005 price point. As I write this, tsco.l is climbing, currently at 325p. As Tesco makes up 25% of our holding, I bring this to your attention. As of today, we are down 17% on our initial investment. [My recommendation is to hold]

I have done some surface research on the following two companies and believe they warrant further attention. If anyone is so inclined, please consider reviewing these companies and submit a club investment proposal should it be deemed fit.

FedEx Corporation

[Update] Fast Money on CNBC just tipped this stock. I’d picked it over the weekend just thinking that logistics seem a good bet what with globalisation, outsourcing, etc. Now I am really interested. It’s down another % today!

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Diageo plc

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Keep an eye on Google. It’s retreating to more attractive price levels. It has a high P/E comparative to other Tech giants. This is because it is the most dynamic stock of the lot, massively diversified and poised to dominate multiple markets and profit from various revenue streams, not just their cash-cow advertising. The share price is backing down from a 52 week high of $642, currently at $526. I think the stock presents good value at $505, confident that it can attain a 20% uplift by year end.

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