Search found 999 matches

by Dod1010
October 6th, 2017, 9:51 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Centrica and SSE
Replies: 62
Views: 4738

Re: Centrica and SSE

Broker's views are never helpful. I have no idea whether you should hold Centrica in the long term any more than I know whether you should hold SSE but I hold SSE not Centrica. I trust it more.

Dod
by Dod1010
October 6th, 2017, 10:04 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: I'm so glad....
Replies: 34
Views: 3389

Re: I'm so glad....

Neil W I think it is obvious to anyone that I do not stress about fluctuating values on a day by day basis, or even month by month. My only issue is your claim that if a share drops in value 'You haven't lost any capital. You still have the same number of shares..........' as if the number of shares...
by Dod1010
October 6th, 2017, 7:18 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Centrica and SSE
Replies: 62
Views: 4738

Re: Centrica and SSE

I am with Arb on this because I feel that political proposals/actions and their effect on shares/share prices are something any investor needs to be aware of and may or may not feel that some action is desirable. It is to my mind just as legitimate to discuss the effect of political actions here as ...
by Dod1010
October 5th, 2017, 5:41 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: I'm so glad....
Replies: 34
Views: 3389

Re: I'm so glad....

But you haven't lost any capital. You still have the number of shares you had previously upon which you are getting an income stream.. Owning the same number of shares although the value of each has dropped means to most people that they have lost capital. What they have not lost is their share of ...
by Dod1010
October 5th, 2017, 10:00 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: I'm so glad....
Replies: 34
Views: 3389

Re: I'm so glad....

If you held such shares now, would you be getting out before further erosion (and putting your money where ?) or do you think the fall has perhaps been overdone. I must have a look and see what the prices have done this morning. I don't call yesterday's 6% down a minor fluctuation. I hold SSE and h...
by Dod1010
October 5th, 2017, 7:18 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: I'm so glad....
Replies: 34
Views: 3389

Re: I'm so glad....

The ability to recc a post seems to disappear after a while (no thumbs up sign) otherwise I wold recc Bouleversee's post. Thanks for the common sense comments. It is disconcerting to see recent acquisitions lose value; there is no doubt about that. The question and the judgement is in deciding wheth...
by Dod1010
October 4th, 2017, 4:45 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Tesco Half Yearly
Replies: 13
Views: 1092

Re: Tesco Half Yearly

Dod said "I am not sure that Tesco is or ever was like Lloyds." Taken out of context: of course Tesco isn't "like" Lloyds, but what I wrote was that " Tesco was an interesting experiment illustrating the HYP "SI" idea, and self healing. " - like Lloyds, an in...
by Dod1010
October 4th, 2017, 4:31 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Centrica and SSE
Replies: 62
Views: 4738

Re: Centrica and SSE

Just looked at Centrica for the first time ever. Looks amazing value, totally unloved. Low PE, high yield, a product that everyone has to buy, and a market that is poised to need a lot more of the company's output. It looks like an open goal: The politicians are going to talk tough but cannot actua...
by Dod1010
October 4th, 2017, 4:19 pm
Forum: Brokers and Share Dealing
Topic: TD sold
Replies: 85
Views: 6666

Re: TD sold

The fees charged by the new incarnation of TDI are going to be a flat £20 per quarter as I understand it. On a portfolio of £100,000 that is 0.08% per annum, hardly a King's ransom even if you do not trade in a year. A payaway facility is well down my list of concerns, handy though it is. II say tha...
by Dod1010
October 4th, 2017, 12:07 pm
Forum: How Do I Invest
Topic: How to hold cash in an international currency basket?
Replies: 7
Views: 770

Re: How to hold cash in an international currency basket?

My post was a bit tongue in cheek but I guess if you go to a currency dealer they will be able to help but I must say it seems to me that you are then taking on two risks, the first being exchange rate changes and the other stock market fluctuations. Trying to time the market is not a good idea in m...
by Dod1010
October 4th, 2017, 11:56 am
Forum: How Do I Invest
Topic: How to hold cash in an international currency basket?
Replies: 7
Views: 770

Re: How to hold cash in an international currency basket?

Simple answer is to buy the likes of Unilever, BATs and Royal Dutch Shell. That way you get exposure to the US Dollar (the currency for oil) and a whole selection of other currencies (the emerging market ones being mostly linked to the Dollar as well) Just because those companies are listed on the L...
by Dod1010
October 4th, 2017, 11:46 am
Forum: Brokers and Share Dealing
Topic: TD sold
Replies: 85
Views: 6666

Re: TD sold

I have just had an email from II telling me that they will simply be rebranding the TD platform and except for some enhancements there will be no change to the platform if we are currently a TD customer. That is good news to me and I do not think their charging structure is anything to worry about. ...
by Dod1010
October 4th, 2017, 9:07 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Tesco Half Yearly
Replies: 13
Views: 1092

Re: Tesco Half Yearly

I am not sure that Tesco is or ever was like Lloyds. The wait for resumption of even a modest dividend was surely far longer with Lloyds than with Tesco. In any case I still feel that the future of the supermarket sector is still very uncertain. We are getting some semblance of normality again but t...
by Dod1010
October 3rd, 2017, 10:20 pm
Forum: Beerpig's Snug
Topic: Tom Petty
Replies: 8
Views: 738

Re: Tom Petty

Thanks DE. That's the Tom Petty I recognise.

Dod
by Dod1010
October 3rd, 2017, 10:18 pm
Forum: Investment Trusts and Unit Trusts
Topic: Caledonia Investments
Replies: 36
Views: 7658

Re: Caledonia Investments

So Wells Fargo are in good company. I expect they are trying to do the same as us, find some foreign diversification. Mind you so did Warren Buffet when he bought in to Tesco.

Dod
by Dod1010
October 3rd, 2017, 6:32 pm
Forum: Beerpig's Snug
Topic: Tom Petty
Replies: 8
Views: 738

Re: Tom Petty

I am sorry you have had no responses to your post today. Tom Petty never seemed to me to be a 'typical' singer, too decent and down to earth. I particularly enjoyed his stuff with the Travelling Willburys. Very sad to go at the age of only 66. As you say RIP.

Dod
by Dod1010
October 3rd, 2017, 7:34 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Trading Statement
Replies: 51
Views: 4570

Re: Imperial Brands Trading Statement

OLTB wrote: When our youngest was born, he gave up - he was 71.


As long as people are born smoking we holders have nothing to worry about.

Dod
by Dod1010
October 2nd, 2017, 3:31 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Berkeley (BKG) sells Treasury shares
Replies: 19
Views: 1273

Re: Berkeley (BKG) sells Treasury shares

Couldn't find any big sales recently but someone has been buying recently 16:35 - 29/09 Buy 243289 3,717.00p £9,043,052.13 12:17 - 27/09 Buy 220000 3,561.00p £7,834,200.00 16:35 - 28/09 Buy 153409 3,674.00p £5,636,246.66 16:35 - 27/09 Buy 142306 3,614.00p £5,142,938.84 16:35 - 26/09 Buy 105557 3,56...
by Dod1010
October 2nd, 2017, 2:47 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Berkeley (BKG) sells Treasury shares
Replies: 19
Views: 1273

Re: Berkeley (BKG) sells Treasury shares

I am not a shareholder in Berkeley but I must say I think if I were, that I would be asking someone in authority at Berkeley what on earth they are doing. Buying in shares one day and selling some the next (figuratively speaking) Even if they are making a turn on them that is not their job and it se...
by Dod1010
October 2nd, 2017, 9:19 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: October Dividend Payments and Ex Dividend Dates
Replies: 26
Views: 2806

Re: October Dividend Payments and Ex Dividend Dates

Thanks Wizard I have five for this month, four of which are fairly obvious HYP shares I would have thought. Glaxo, Chesnara, Phoenix and Admiral. Still, compared to September's bonanza it is a bit thin. Picking up Gengulphus's comments, I would never select a share on the basis of its dividend payme...

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