Search found 1582 matches

by Bouleversee
August 21st, 2018, 6:11 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP Billiton Results for the year ended 30 June 2018
Replies: 26
Views: 565

Re: BHP Billiton Results for the year ended 30 June 2018

Davidsb wrote:And let's watch out for the $10.8bn proceeds of the US onshore assets.

· Onshore US sale announced for US$10.8 billion and we expect to return the net proceeds to shareholders.

About £2 per share, assuming they do it as a special dividend or B share issue.


I bet they do buybacks instead.
by Bouleversee
August 21st, 2018, 11:10 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP Billiton Results for the year ended 30 June 2018
Replies: 26
Views: 565

Re: BHP Billiton Results for the year ended 30 June 2018

Thanks for your input guys. As of now the capital value of my Admiral Group holdings is 15% higher than that of my BHP Billiton holding. So that's another thing to Picker over, so BLT it is. Ian. Hee hee - I do enjoy these Pickering moments :D Top ups are relatively straight forward in OLTB HYP - I...
by Bouleversee
August 20th, 2018, 4:17 pm
Forum: Share ideas
Topic: James Halstead JHD
Replies: 33
Views: 559

Re: James Halstead JHD

Thanks, Geng. That makes more sense. And I meant selling because they had come out of AIM, of course. As you say, best discussed further on the tax board.

As regards Halstead, it has rather a high p/e ratio which I always find offputting.
by Bouleversee
August 20th, 2018, 2:06 pm
Forum: Share ideas
Topic: James Halstead JHD
Replies: 33
Views: 559

Re: James Halstead JHD

OLTB said: You can re-invest the proceeds into another BR qualifying company, not losing the IHT relief as long as the sale proceeds are reinvested within three years of the sale, and, both the original and replacement shares have been held for at least two out of the last five years in total. Cheer...
by Bouleversee
August 20th, 2018, 12:56 pm
Forum: Share ideas
Topic: James Halstead JHD
Replies: 33
Views: 559

Re: James Halstead JHD

You need to be very careful as not all industries qualify for IHT relief, even if they are listed on AIM. In addition, if an AIM listed company that currently qualifies for IHT relief is taken over by a bigger fish, you may find out that the investment suddenly is non-qualifying! To be more complet...
by Bouleversee
August 20th, 2018, 11:12 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 2371

Re: Vodafone - 5 year low

Personally I am quite unconvinced by Vodafone as a business which seems to exhibit zombie like behaviour, ie stumbling around eating the living to feed itself, every new takeover being another temporary corporeal meal prior to undead resting. It's a business whose returns on capital are meagre at b...
by Bouleversee
August 19th, 2018, 4:26 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 2371

Re: Vodafone - 5 year low

Thanks, SM, but life is far too short for that. I'm still trying to work out what the yield on my original purchase price is, complicated by the addition of my late husband's shares and various top ups. I'm not sure I really want to know as that will be "what's not to like?". Will have a g...
by Bouleversee
August 19th, 2018, 9:32 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 2371

Re: Vodafone - 5 year low

According to the LSE, the yield (31.3.18) is 6.81%, covered 1.05 times, and the P/E is 13.95. I look in my Sunday Times and it says y: 7.5%, P/E 12.7 and HL's website says y: 7.59%, P/E 17.03 so which is the one to go by and why the difference? HL says 4 out of 4 brokers say strong buy at the moment...
by Bouleversee
August 18th, 2018, 8:49 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - 5 year low
Replies: 56
Views: 2371

Re: Vodafone - 5 year low

If there is no question of being overweight (I have so many holdings that there is no danger of that; probably also non=HYP policy but let that pass) is there any other reason why one should not top up at this low price. With all the argument about being overweight, isn't there a danger of not seein...
by Bouleversee
August 18th, 2018, 12:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (contract award)
Replies: 2
Views: 270

Re: Interserve (contract award)

Just hope they haven't bitten off more than they can chew. Another case where I topped up after a big loss, only to find that was only the start of the landfall. It would be great to see a significant recovery and hope I live long enough to see it.
by Bouleversee
August 16th, 2018, 12:17 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Berkeley Group final dividend reduction
Replies: 14
Views: 719

Re: Berkeley Group final dividend reduction

Or even a growth share. Consensus of brokers has edged into "sell" and there seem to have been quite a lot of sales today. I wonder if it's being heavily shorted. No time to check.
by Bouleversee
August 16th, 2018, 9:58 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Berkeley Group final dividend reduction
Replies: 14
Views: 719

Re: Berkeley Group final dividend reduction

So what has been achieved by all these buy backs?
by Bouleversee
August 15th, 2018, 6:06 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - Director Share Sale
Replies: 14
Views: 645

Re: Vodafone - Director Share Sale

He's not the only one. I was tempted to top up today after noticing the large sum which had been credited to my ISA dividend acct. recently, but having read about the director sale and the Turkey implication, I've rather lost my nerve. I seem to remember they recently acquired the 5G Spectrum rights...
by Bouleversee
August 15th, 2018, 10:09 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BALFOUR BEATTY PLC RESULTS FOR THE HALF-YEAR ENDED 29 JUNE 2018
Replies: 14
Views: 385

Re: BALFOUR BEATTY PLC RESULTS FOR THE HALF-YEAR ENDED 29 JUNE 2018

Why did the directors recently sell shares ( Quinn & Harrison totalling ~£3million... Harrison made 2 sales). Yield is quite low (<2%) and couldn't be considered for a new buy. ( I'd prefer Kier). Is this sector starting to turn slowly round after the Carillon debacle? Hi again monastic. I was ...
by Bouleversee
August 14th, 2018, 9:54 pm
Forum: Lemon Socials
Topic: London Summer Social - 8 June
Replies: 101
Views: 4198

Re: London Summer Social - 8 June

At least we could sit down. Presumably we could play a sort of musical chairs and swap places in carriages so we could talk to everyone. Getting to Alton could be a problem though. Better in the summer, however. Bit pointless in Autumn when it's dark.
by Bouleversee
August 14th, 2018, 11:58 am
Forum: Does anyone know?
Topic: Buying a flat - how quickly could one move in?
Replies: 18
Views: 510

Re: Buying a flat - how quickly could one move in?

AC - Whether you rent or buy, since you have not moved for a long time, may I just warn you about one of the latest scams you may not have heard of: If, when you are getting to the payment stage, you get an email (or possibly even a phone call) from someone claiming to be from your solicitor or agen...
by Bouleversee
August 14th, 2018, 11:35 am
Forum: Share ideas
Topic: Card Factory (CARD)
Replies: 67
Views: 2774

Re: Card Factory (CARD)

i am still holding , think this reaction is overdone . very cheap now . I agree with you JD. I see no reason to panic. One thing that strikes me about CARD is that even in the small town where I live, they have two outlets (*)..surely they could trim this? (* as does Greggs) Have you ever asked the...
by Bouleversee
August 14th, 2018, 11:31 am
Forum: Legal Issues (Practical)
Topic: My eviction part 3 (or 4?!)
Replies: 76
Views: 2688

Re: My eviction part 3 (or 4?!)

Mel: I'd be much more likely to die of a heart attack if my £790 deposit wasn't returned because I hadn't had the guts or couldn't be bothered to attempt to recover it. I remember many years ago my husband received a spurious claim (as sole surviving guarantor (long retired) of a factory lease) for ...
by Bouleversee
August 14th, 2018, 10:23 am
Forum: Share ideas
Topic: Card Factory (CARD)
Replies: 67
Views: 2774

Re: Card Factory (CARD)

From ADVFN's morning bulletin today:

"Card Factory was a big faller after it was cut to ‘sell’ at Berenberg." I have also read that Peel Hunt have downgraded it to "reduce".
by Bouleversee
August 14th, 2018, 9:33 am
Forum: Legal Issues (Practical)
Topic: My eviction part 3 (or 4?!)
Replies: 76
Views: 2688

Re: My eviction part 3 (or 4?!)

AC I know you're careful with money, you and I have very similar outlooks in that regard. But I think the difference is that saving that money is, for me, for a reason - and that reason is that when I need it, I use it. And if my life is becoming stressful then throwing some money at the problem ca...

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