Search found 1436 matches

by Wizard
October 2nd, 2019, 8:54 pm
Forum: Biscuit Bar
Topic: POLITE DISCUSSIONS Its still HERE!!
Replies: 66
Views: 16861

Re: POLITE DISCUSSIONS Its still HERE!!

Have now had a message saying I have been approved and can see Polite Discussion again :D
by Wizard
October 2nd, 2019, 8:52 pm
Forum: Biscuit Bar
Topic: POLITE DISCUSSIONS Its still HERE!!
Replies: 66
Views: 16861

Re: POLITE DISCUSSIONS Its still HERE!!

I have requested to join, but then no idea where I see Polite Discussion.
by Wizard
October 2nd, 2019, 8:48 pm
Forum: Biscuit Bar
Topic: POLITE DISCUSSIONS Its still HERE!!
Replies: 66
Views: 16861

Re: POLITE DISCUSSIONS Its still HERE!!

Struggling to get this to work. Am I too quick off the mark?
by Wizard
September 25th, 2019, 1:22 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE Prelims
Replies: 10
Views: 3012

Re: SSE Prelims

I see SSE's share price has been having a reasonable run in the last few months to the extent that it is now at or close to a 12 month high. Is anyone aware of anything specjficnthat may be behind the rise over recent months? I ask in particular in the context of the likelihood of a General Election...
by Wizard
September 24th, 2019, 8:22 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Thomas Cook Group goes bust.
Replies: 38
Views: 2260

Re: Thomas Cook Group goes bust.

I think an examination of Strategic Ignorance may come out of this. I have just seen Grant Shapps making what seem to me to be very sensible, but obvious, points about a business that did not react to changes in the market and was still burdened by an estate of travel shops on the high street when ...
by Wizard
September 23rd, 2019, 8:27 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Thomas Cook Group goes bust.
Replies: 38
Views: 2260

Re: Thomas Cook Group goes bust.

I think the description of TCG being in the background fabric of life is a very good one. I have never held TCG and have not really followed them, however, presumably the starting points would be the cancellation of the dividend and the very low market capitalisation. Looking at it this morning I d...
by Wizard
September 23rd, 2019, 7:53 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Thomas Cook Group goes bust.
Replies: 38
Views: 2260

Re: Thomas Cook Group goes bust.

Very sad news for everyone involved and for UK Plc. Thomas Cook for us oldies has been part of the background fabric for our whole lives, a great shame. Would any HYPers care to kick off a discussion to the pointers which should have alerted us to get out, and when? I sold out in 2013 at a loss and...
by Wizard
September 4th, 2019, 2:14 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Starting a HYP from new
Replies: 7
Views: 1688

Re: Starting a HYP from new

Nen2319 wrote:If you were starting a HYP from scratch today with £500k
To invest. What would it look like? Bearing in mind your experiences and lessons learnt?

Build phase or for immediate draw down? The answer to that would have an impact on my answer.
by Wizard
August 29th, 2019, 2:08 pm
Forum: Company Share news (LSE Main Market)
Topic: Micro Focus International (MCRO)
Replies: 30
Views: 969

Re: Micro Focus International (MCRO)

Trading update and Strategic review Micro Focus International plc ("Micro Focus" or "the Group", LSE: MCRO.L, NYSE: MFGP), the international software product group, is today providing a trading update for the 12 months ending 31 October 2019 and revising its guidance for the ful...
by Wizard
August 29th, 2019, 1:55 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 112
Views: 5756

Re: Greene King - SOLD!

I'm going to keep hold of the balance of my shares for now though I sold all in an un-sheltered account. Those in another account I will let the takeover run. I'd like to hope the vouchers will be valid post takeover but this will be the last year. This voucher cannot be redeemed in conjunction wit...
by Wizard
August 23rd, 2019, 6:47 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 112
Views: 5756

Re: Greene King - SOLD!

Do you think we’ll get next year’s discount vouchers before the deal closes? ;) Well, to answer my own question, yes. I emailed the GNK Company Secretary dept. and asked the question, they confirmed the vouchers are gojng out in the next week or so. I presume that as you needed to hold around the e...
by Wizard
August 21st, 2019, 1:18 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 112
Views: 5756

Re: Greene King - SOLD!

Bit concerned the price is still drifting the wrong way, thinking maybe I should get out now. What do others feel?
by Wizard
August 20th, 2019, 8:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 112
Views: 5756

Re: Greene King - SOLD!

Having now checked back I can see I purchased GNK at 753p in November 2016. I am therefore making a capital gain of about a £1 per share and have received dividends (incl. current ex div still to be paid) of c.£1 per share. For a share that has been underwater for most of the time I have owned it I ...
by Wizard
August 20th, 2019, 4:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Greene King - SOLD!
Replies: 112
Views: 5756

Re: Greene King - SOLD!

Do you think we’ll get next year’s discount vouchers before the deal closes? ;)
by Wizard
August 17th, 2019, 1:51 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: When to Top-Up a HYP not yet in Drawdown (spun out of ITH's Pyad update)
Replies: 24
Views: 1879

Re: When to Top-Up a HYP not yet in Drawdown (spun out of ITH's Pyad update)

I seem to recall that studies have shown that there is no significant advantage or disadvantage in investing immediately before or after a share goes ex-dividend, so as a HYP investor I simply ignore dividend dates until I actually own the share concerned. VRD Talking of Gengulphus I think he did t...
by Wizard
August 17th, 2019, 10:27 am
Forum: High Yield Shares & Strategies - general
Topic: What PYAD has said about selling
Replies: 32
Views: 2943

Re: What PYAD has said about selling

From the link: https://web.archive.org/web/20071014125924/http://www.fool.co.uk:80/news/investing/high-yield/2007/03/29/hypertrading.aspx Despite my advice that eternity is the way to go, I have introduced two trading HYPs because I know that a number of readers want to see how that might work out....
by Wizard
August 17th, 2019, 10:24 am
Forum: High Yield Shares & Strategies - general
Topic: What PYAD has said about selling
Replies: 32
Views: 2943

Re: What PYAD has said about selling

My understanding was that there were some exceptional reasons to sell, as highlighted, but that the "no tinker" mantra meant selling just to rebalance was not part of purist PYADic HYP. The imbalance in HYP1 seems to confirm that PYADic HYP does not involve rebalancing for rebalancing's s...
by Wizard
August 17th, 2019, 9:26 am
Forum: High Yield Shares & Strategies - general
Topic: What PYAD has said about selling
Replies: 32
Views: 2943

Re: What PYAD has said about selling

My understanding was that there were some exceptional reasons to sell, as highlighted, but that the "no tinker" mantra meant selling just to rebalance was not part of purist PYADic HYP. The imbalance in HYP1 seems to confirm that PYADic HYP does not involve rebalancing for rebalancing's sa...
by Wizard
August 17th, 2019, 9:07 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: When to Top-Up a HYP not yet in Drawdown (spun out of ITH's Pyad update)
Replies: 24
Views: 1879

Re: When to Top-Up a HYP not yet in Drawdown (spun out of ITH's Pyad update)

We live in strange times. You mention DS Smith, which I also hold. Future yield 5.3% and under my median weight, so this would be a reasonable topup candidate - except that there are so many high-high yields around that it is actually more than half way down the top up rankings. Arb. Thanks for you...
by Wizard
August 6th, 2019, 9:49 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Aviva ("known price arbitrage") - a threat?
Replies: 21
Views: 1927

Re: Aviva ("known price arbitrage") - a threat?

The article reckons 20%. ( dated 2015) " Now, this will not affect the entire Aviva group. Well, it will affect it, but not involve it. For there is, in law, absolutely no requirement for a parent company to stand by a subsidiary. Limited liability really does mean limited liability. So, while...

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