Kingspan or smurfit kappa

Thanos

I have been looking to buy some shares for a long term hold, going to hold cert myself so just going to use a stockbroker in Ireland (yes i know the cost is higher then online ones)

I have been looking at the iseq and the 2 i have ended at are Kingspan and Smurfit Kappa. they seem to both be strong, good growth, dividends etc.

Does anyone have any thoughts on these, good or bad?

Thanks

( I have bought shares before so do not need the " you don't know what you are doing" replies thanks, as i am well aware)

ftse100

Have you looked at the fundamentals of both these companies?

What is your expected Return Long Term?

Also, why do you want to invest in specific securities and not an indexed fund?

Sonnenblumen

Thanos wrote: »

I have been looking to buy some shares for a long term hold, going to hold cert myself so just going to use a stockbroker in Ireland (yes i know the cost is higher then online ones)

I have been looking at the iseq and the 2 i have ended at are Kingspan and Smurfit Kappa. they seem to both be strong, good growth, dividends etc.

Does anyone have any thoughts on these, good or bad?

Thanks



( I have bought shares before so do not need the " you don't know what you are doing" replies thanks, as i am well aware)

The P/E, Yield nrs for SK are better in my opinion and the prospects for SP growth in the short-medium is also probably better for SK.

A more interesting prospect would be IFG

newacc2015

Sonnenblumen wrote: »

A more interesting prospect would be IFG

Interesting is the right choice of words. A small cap on a small stock exchange as good investment?

I would buy SK. It is highly diversified and it is actually a massive company ie it is one of the largest producers of packaging in the world

Kingspan has a low dividend, high PE and limited growth potential. Construction is flat lining in Europe. I just cant see where massive growth will come form

I have recently brought Daimer as it has a good PE for a car marker. It has a great dividend and will benefit from the weakening Euro. It is beating forecasts at the moment. It will take a hit from China. But North America is three times more valuable to them than China.

Why do you want certs instead of electronic holding of shares? It is far quicker and cheaper to buy/sell

Francie Barrett

Why restrict yourself to Irish shares?

Sonnenblumen

newacc2015 wrote: »

Interesting is the right choice of words. A small cap on a small stock exchange as good investment?

I would buy SK. It is highly diversified and it is actually a massive company ie it is one of the largest producers of packaging in the world

Kingspan has a low dividend, high PE and limited growth potential. Construction is flat lining in Europe. I just cant see where massive growth will come form

I have recently brought Daimer as it has a good PE for a car marker. It has a great dividend and will benefit from the weakening Euro. It is beating forecasts at the moment. It will take a hit from China. But North America is three times more valuable to them than China.

Why do you want certs instead of electronic holding of shares? It is far quicker and cheaper to buy/sell

Over the past 3 years, the IFG Group is a very interesting business story, significant change in strategic focus and markets. Irish co but very much focussed on UK mkt. Good year on year T/O performance bolstered by organic growth and acquisitions. Annual Divi c 2.5 +% (and increasing),average SP appreciation of 25 % +p.a. (past 3 years). Nothing small about those nrs?

In comparison to SK, I believe IFG SP is on a more significant and upward trajectory in contrast to SK's fairly consistent downward trend especially over last 2 years. I would consider it too late to buy SK, apart from a 3% divi, little prospect of any capital money /value within next 2 years or more.

bad_doctor

newacc2015 wrote: »

Interesting is the right choice of words. A small cap on a small stock exchange as good investment?

I would buy SK. It is highly diversified and it is actually a massive company ie it is one of the largest producers of packaging in the world

Kingspan has a low dividend, high PE and limited growth potential. Construction is flat lining in Europe. I just cant see where massive growth will come form

I have recently brought Daimer as it has a good PE for a car marker. It has a great dividend and will benefit from the weakening Euro. It is beating forecasts at the moment. It will take a hit from China. But North America is three times more valuable to them than China.

Why do you want certs instead of electronic holding of shares? It is far quicker and cheaper to buy/sell

autos have been in a strong bear market for over a year now , that PE,s are very low does not seem to matter , daimler share price is below where it was ten years ago and more , car companies are a poor investment for the most part , they are certainly not buy and hold stocks

bad_doctor

newacc2015 wrote: »

Interesting is the right choice of words. A small cap on a small stock exchange as good investment?

I would buy SK. It is highly diversified and it is actually a massive company ie it is one of the largest producers of packaging in the world

Kingspan has a low dividend, high PE and limited growth potential. Construction is flat lining in Europe. I just cant see where massive growth will come form

I have recently brought Daimer as it has a good PE for a car marker. It has a great dividend and will benefit from the weakening Euro. It is beating forecasts at the moment. It will take a hit from China. But North America is three times more valuable to them than China.

Why do you want certs instead of electronic holding of shares? It is far quicker and cheaper to buy/sell

kingspans big growth area is in the solar panel sector , smurfit kappa has very large debt and its growing , kingspan has greatly reduced its debt , smurfit on a PE basis has been cheap for a long time , the debt situation is holding it down

boat_builder

smurfit released very good figures today yet the stock is down , obviously being heavily shorted as its not at all expensive

newacc2015

Sonnenblumen wrote: »

Over the past 3 years, the IFG Group is a very interesting business story, significant change in strategic focus and markets. Irish co but very much focussed on UK mkt. Good year on year T/O performance bolstered by organic growth and acquisitions. Annual Divi c 2.5 +% (and increasing),average SP appreciation of 25 % +p.a. (past 3 years). Nothing small about those nrs?

In comparison to SK, I believe IFG SP is on a more significant and upward trajectory in contrast to SK's fairly consistent downward trend especially over last 2 years. I would consider it too late to buy SK, apart from a 3% divi, little prospect of any capital money /value within next 2 years or more.

So you dont see there is a massive risk of investing in a small cap in a small country that is heavily exposed to a market that they may no longer have access to in 3 years? Where is this massive growth going to come from when they may no longer be able to sell to the UK?

Analysts are selling SK is undervalued relative to its peers. SK could pay out a significantly higher dividend

IFG SP might be a great investment, but IMO it extremely high risk for little reward

Sonnenblumen

newacc2015 wrote: »

So you dont see there is a massive risk of investing in a small cap in a small country that is heavily exposed to a market that they may no longer have access to in 3 years? Where is this massive growth going to come from when they may no longer be able to sell to the UK?

Analysts are selling SK is undervalued relative to its peers. SK could pay out a significantly higher dividend

IFG SP might be a great investment, but IMO it extremely high risk for little reward

IFG is firmly rooted in the UK and growing (mainly through acquiring competitor cos). In a few years, IFG like so many Irish cos on similar growth paths have expanded operations in which the export market becomes main market. In time, it would not surprise me if the share listing also moved? This is perfectly in line with other Irish cos irrespective of product sector, in recent years and quite a regular development for successful Irish cos. I disagree I fail to see any significance to the risk you suggest? But time will tell, and so far, I'm delighted with investment performance:)

lucky john

boat_builder wrote: »

smurfit released very good figures today yet the stock is down , obviously being heavily shorted as its not at all expensive

More to do with increasing the dividend and a slightly less assured forward guidance because of lower world growth expectations.

Cute Hoor

Thanos wrote: »

I have been looking to buy some shares for a long term hold, going to hold cert myself so just going to use a stockbroker in Ireland (yes i know the cost is higher then online ones)

I have been looking at the iseq and the 2 i have ended at are Kingspan and Smurfit Kappa. they seem to both be strong, good growth, dividends etc.

Does anyone have any thoughts on these, good or bad?

Thanks

( I have bought shares before so do not need the " you don't know what you are doing" replies thanks, as i am well aware)

Nice SP appreciation for you if you bought, SKG up nearly 10% and KGP up over 10% since you posted