Search found 261 matches

by daveh
July 17th, 2018, 9:02 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investegate alerts
Replies: 12
Views: 691

Re: Investegate alerts

Still not (always) getting investegate alerts - nothing this morning and should have received at least the Galliford Try update this morning. Not ideal, but at least Ian's posts are keeping me updated. An update - I went onto the investegate site and found I wasn't logged in*. When I tried logging ...
by daveh
July 17th, 2018, 8:47 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investegate alerts
Replies: 12
Views: 691

Re: Investegate alerts

Still not (always) getting investegate alerts - nothing this morning and should have received at least the Galliford Try update this morning. Not ideal, but at least Ian's posts are keeping me updated.
by daveh
July 10th, 2018, 12:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SMDS rights
Replies: 23
Views: 1097

Re: SMDS rights

SMDS have gone ex-rights this morning. The nil-paid rights are SMDN. It seems hard to find that at the moment. Maybe tomorrow. TJH They appear in my Halifax account too - not sure they are priced correctly yet - seem to have yesterdays SMDS closing price up, but it is asterixed, and so far no optio...
by daveh
July 9th, 2018, 8:42 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investegate alerts
Replies: 12
Views: 691

Re: Investegate alerts

Nothing since Thursday, that I can see, I may have received stuff on Friday which I deleted, don't normally look over the weekend, but nothing this morning which is unusual.
by daveh
July 5th, 2018, 8:46 am
Forum: Brokers and Share Dealing
Topic: When are dividends credited to your account?
Replies: 9
Views: 287

Re: When are dividends credited to your account?

I was expecting a large dividend from Persimmon to be credited to my IWeb ISA on July 2. No sign of it. Today, it shows in the dividend history but has not actually been credited to the ISA (i.e. increased the cash available to invest) or to the cash account. When I queried this I was told by what ...
by daveh
June 27th, 2018, 3:58 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Marston's (MARS)
Replies: 37
Views: 2026

Re: Marston's (MARS)

What about them stocking some of the great local craft beers - they could even tailor it to locality ie stocking beers from Windswept (small Lossiemouth craft brewer) in NE Scotland or the Abbey brewery In North Yorkshire. No need to go all the way to the USA for craft beers.
by daveh
June 27th, 2018, 9:16 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE - Publication of shareholder circular
Replies: 12
Views: 675

Re: SSE - Publication of shareholder circular

It all depends on what the new company pays. Is there any guidance on that in the circular? I have not yet downloaded it. TJH The circular says: Remuneration of MergeCo Shareholders MergeCo is expected to have its own premium listing and its own board and management team able to determine and pursu...
by daveh
June 21st, 2018, 9:14 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Dixons Carphone Prelims
Replies: 2
Views: 205

Re: Dixons Carphone Prelims

They've maintained the dividend, reduced debt (a little) increased revenue, but decreased profits and are predicting profits to be similar for next year (from a brief read through the results). I have a small holding bought as Dixons in 06 well down in price, but it is coming top of the HYPTUSS spre...
by daveh
June 18th, 2018, 9:05 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: DS Smith (SMDS) Finals
Replies: 7
Views: 718

DS Smith (SMDS) Finals

Can be found here: http://www.investegate.co.uk/article.aspx?id=201806180700056709R&fe=1 Highlights · Strong organic box volume growth of +5.2% o Growth in all regions · Continued delivery in line with medium-term targets o Strong margin performance despite significant input cost headwinds o Sus...
by daveh
June 18th, 2018, 8:59 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: South 32 Acquisition
Replies: 0
Views: 243

South 32 Acquisition

South 32 to acquire Arizona mining: Announcement http://www.investegate.co.uk/article.aspx?id=201806180700066726R&fe=1 Presentation http://www.investegate.co.uk/article.aspx?id=201806180700226728R&fe=1 South32 Limited (ASX, JSE, LSE: S32; ADR: SOUHY) (South32) and Arizona Mining Inc. (TSX:AZ...
by daveh
June 5th, 2018, 8:35 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Tinker away Segro PLC (SGRO)
Replies: 55
Views: 1852

Re: Tinker away Segro PLC (SGRO)

For me Segro was sitting at >2x my median (and mean) holding size so I top sliced 25% last month. I used the cash that was freed up in the ISA to do a bit of tax engineering and bought BT in the ISA and sold BT outside the ISA so I now have the cash sitting outside the ISA, and have moved quite a lo...
by daveh
May 29th, 2018, 5:32 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE PLC Results
Replies: 67
Views: 2834

Re: SSE PLC Results

s.p. down 45p at the moment; in my case that's nearly £1200 off the value, or off the Sept. div. Looks like you jumped at the right time, Mon. Looks to be a lot down today - logged into one of my accounts and it was a sea of red for the day, with PRU, IHG, DC.* and many more showing big falls. Abou...
by daveh
May 29th, 2018, 10:48 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: DC. trading statement
Replies: 0
Views: 239

DC. trading statement

Can be found here: Dixons Carphone Q4 2017/18 and 2018/19 Outlook http://www.investegate.co.uk/article.aspx?id=201805290700144374P&fe=1 Looks good for this year with PBT at £380m, but a profit warning for next year as they are predicting extra expenditure, reduced margins and reduced profit, wit...
by daveh
May 25th, 2018, 8:24 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE PLC Results
Replies: 67
Views: 2834

Re: SSE PLC Results

Most importantly, the dividend is being cut the year after next For 2018/19, SSE is intending to recommend a full-year dividend of 97.5 pence per share , an increase of 3% on 2017/18, which is broadly in line with expectations for RPI inflation. This provides clarity in a year of transition and is ...
by daveh
May 24th, 2018, 12:16 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SMDS Acquisition
Replies: 5
Views: 468

Re: SMDS Acquisition

Looking at my records, I first bought SMDS in February 2007 at 210p, with a starting yield of 4.1%. Topped up in October 2008 at 81p, trimmed in November 2010 at 189p, sold the nil-paid rights in February 2012 and trimmed again in July 2015 at 408p. My IRR is 16.5%, while a single initial purchase,...
by daveh
May 23rd, 2018, 2:51 pm
Forum: High Yield Shares & Strategies - general
Topic: Retail bonds as a short term place for cash in HYP
Replies: 4
Views: 519

Retail bonds as a short term place for cash in HYP

As mentioned on the practical board my holding in SEGRO was over weight and in need of a haircut. So today on a Halifax cheap dealing day I sold 25% of my SGRO holding in my ISA, bought BT shares with the money and sold 90% of my BT holding outside my ISA. So I have now transferred 90% of my BT hold...
by daveh
May 23rd, 2018, 9:11 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SMDS Acquisition
Replies: 5
Views: 468

Re: SMDS Acquisition

Time in the market, not timing? I bought my SMDS shares in April 2006, let the 2012 rights lapse and have enjoyed a 16% XIRR. Happy with that, but impressed with your 35%! Whilst the dividend is no longer spectacular as a headline yield, the CAGR over 1, 5 and 10 years is 16%, 19% and 6% respective...
by daveh
May 23rd, 2018, 8:32 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SMDS Acquisition
Replies: 5
Views: 468

SMDS Acquisition

DS Smith the packaging company are making another acquisition in the USofA: http://www.investegate.co.uk/article.aspx?id=201805221400018959O&fe=1 DS Smith plc today announced an agreement to acquire Corrugated Container Corporation (CCC), a high-quality corrugated packaging company in North Amer...
by daveh
May 16th, 2018, 11:09 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: MAB Interims
Replies: 4
Views: 331

Re: MAB Interims

Mitchells & Butlers (MAB) is not a HYP share at the moment and with this cancellation of the interim dividend it looks like it should be off the possible list for some time. As it happens I do hold a small amount as I like to visit my local Toby Carvery and I calculated that the vouchers made u...
by daveh
May 16th, 2018, 9:00 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: MAB Interims
Replies: 4
Views: 331

MAB Interims

Mitchel and Butlers the pub group issued half year results today: http://www.investegate.co.uk/article.aspx?id=201805160700051963O&fe=1 Can be summarised as turnover up, profits down. They also say Dividends As previously advised the Board is not declaring an interim dividend but will make an as...

Go to advanced search