Friday, 28 August 2020

Bank shares - really?

9 months into 2020 and I finally did something.  No, I haven't sold Plus 500 (though maybe I should - I was looking for £10 when I bought and it's currently north of £14) but instead put a modest sum into Barclays at £1.11.  Because obviously I have such a good history of investing in bank shares.

So, why Barclays?

  • Bank shares on the whole look cheap.  Obviously there are reasons for that - Coronavirus, Brexit, etc...  But current economic forecasts should already be built into the banks' impairment charges, and they're still trading at a fraction of net tangible asset value.
  • I was looking at Lloyds, but they are just so focused on the UK market they make me a bit nervous.  Barclays are more diversified geographically and by sector.  And they also trade at a bigger discount to net tangible asset vs Lloyds.
What I'm expecting:
  • Bad news, impairments, decline in net asset value, no dividends for a while.  Probably a few nasty surprises I haven't thought of.  On the whole not a lot to look forward to - that's why they're cheap.
What I'm not expecting:
  • Anything catastrophic/sudden enough that they'd need to raise capital.
In a couple of years hopefully we'll be back to some kind of normality and Barclays shares will trade closer to book - say, £2.50 or so.

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