Search found 354 matches

by daveh
February 15th, 2019, 3:18 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SEGRO PLC (SGRO) - Final Results 31 Dec 2018
Replies: 7
Views: 246

Re: SEGRO PLC (SGRO) - Final Results 31 Dec 2018

They are also making a share placing to raise more money for future developments: http://www.investegate.co.uk/article.aspx?id=201902150700031911Q&fe=1 ... Have they published any details yet? My SGRO REIT is within a SIPP. Given my total portfolio is a little under weight property I'd probably...
by daveh
February 15th, 2019, 2:15 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: RBS final results
Replies: 2
Views: 164

Re: RBS final results

I think this is putting RBS back into HYP territory which is great as I have held from the last time RBS was in HYP territory. P/e about 10 and yield about 5% if you wish to include the specials. I guess RBS does not have a long record of dividends yet to tick all the boxes but for me I'm reasonabl...
by daveh
February 15th, 2019, 10:25 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: RBS final results
Replies: 2
Views: 164

RBS final results

Can be found here: http://www.investegate.co.uk/article.aspx?id=201902150700030895Q&fe=1 RBS reported an operating profit before tax of £3,359 million and an attributable profit of £1,622 million for 2018 and proposes a final ordinary dividend of 3.5 pence per share and a 7.5 pence special divid...
by daveh
February 15th, 2019, 9:26 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SEGRO PLC (SGRO) - Final Results 31 Dec 2018
Replies: 7
Views: 246

Re: SEGRO PLC (SGRO) - Final Results 31 Dec 2018

They are also making a share placing to raise more money for future developments: http://www.investegate.co.uk/article.aspx?id=201902150700031911Q&fe=1 Highlights · Proposed Placing of new ordinary shares to raise approximately £450 million of gross proceeds to fund SEGRO's pipeline of developme...
by daveh
February 13th, 2019, 5:14 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Petrofac ( SFO)
Replies: 27
Views: 1216

Re: Petrofac ( SFO)

I topped up with a very small purchase today using some accumulated divis as it was a cheap dealing day. Unfortunately I was 2 minutes too late and missed the cheap dealing and didn't notice when I pressed the accept deal button - bother!.
by daveh
February 7th, 2019, 10:56 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Petrofac ( SFO)
Replies: 27
Views: 1216

Re: Petrofac ( SFO)

I sold this morning at 489p after seeing the news. This is what sent the price into such a tailspin in 2017 and led to the dividend cut. They keep winning contracts, but I’m sitting on the sidelines for now to see how this plays out as it could be the start of more bad news. I might top up my Shell...
by daveh
February 7th, 2019, 7:18 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The Dividend Letter discontinued
Replies: 86
Views: 3990

Re: The Dividend Letter discontinued

I suspect that this isn't the only source of irritation. The abundant wealth of minutiae is another departure from HYP-Practical on TMF that I regret. It is difficult (in fact impossible) to raise this without running the risk of singling out a small subset of readers, but do we need quite so many ...
by daveh
February 5th, 2019, 5:05 pm
Forum: High Yield Shares & Strategies - general
Topic: TRIG
Replies: 3
Views: 579

Re: TRIG

Well I've put in a buy request for tomorrow's cheap dealing day. Annoyingly the price is climbing today, up 2p to 118p. Let's see how it does once I'm on board!
by daveh
February 4th, 2019, 2:38 pm
Forum: Brokers and Share Dealing
Topic: Platform Options - II or IWeb?
Replies: 33
Views: 1144

Re: Platform Options - II or IWeb?

I'm happy with II and with HSDL, but for me HSDL is cheaper than II, I've not had problems with what I can buy at HSDL*, not sure if they are the same or offer a greater range than IWeb even though they are IWeb's parent. * hold UK shares, a bank pref share, ETFs (from Vanguard, Blackrock and StateS...
by daveh
February 4th, 2019, 2:27 pm
Forum: High Yield Shares & Strategies - general
Topic: TRIG
Replies: 3
Views: 579

TRIG

I've got some dividends to reinvest. I was looking at II's 10 shares to earn 10 grand (in dividend income) in their regular marketing email and their portfolio included the Infrastructure Fund TRIG. (I'd post the link but its 3 lines long but I think this is a version: https://www.moneyobserver.com/...
by daveh
January 31st, 2019, 3:13 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP special dividend
Replies: 32
Views: 1527

Re: BHP special dividend

I say VODafone fails on cover, MarK&Spencer static for 4 years, S32 no dividend, GalliFoRD Try cut, so Dixons or BP perhaps? Royal Bank of Scotland no dividend, LLPC preference share, WilliaMHill perhaps. I'd say BP would be my fav from that list. I'm probably going to add mine into Microfocus ...
by daveh
January 31st, 2019, 12:04 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP special dividend
Replies: 32
Views: 1527

Re: BHP special dividend

Treated as income with a note that it was a special. HMRC would treat it as income (if it wasn't in my ISA) so I need to treat it as income in my spreadsheet. The IHG special is also treated as income and that one isn't in my ISA so counts towards the £2000 allowance. Fortunately the IHG holding is ...
by daveh
January 18th, 2019, 10:15 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: InterContinental Hotels special div
Replies: 2
Views: 341

Re: InterContinental Hotels special div

I have it down as a share consolidation. IHG published a circular (the "Circular") on 14 December 2018 which contained notice of its General Meeting and provided further details of the Company's proposed US$500m Special Dividend and Share Consolidation. In anticipation of the Share Consoli...
by daveh
January 17th, 2019, 8:55 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: S32 qtrly report
Replies: 0
Views: 219

S32 qtrly report

Can be found here: http://www.investegate.co.uk/article.aspx?id=201901170700053589N&fe=1 "We achieved a strong quarter of production, maintaining full year guidance for all operations with the exception of Illawarra Metallurgical Coal where improved longwall performance has underpinned a se...
by daveh
January 14th, 2019, 8:35 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Spoilt for choice
Replies: 33
Views: 1764

Re: Spoilt for choice

I'm generally an SL2, but I have recently top sliced one holding when it was producing too high a % of income and was sitting at well above 2x median holding value. However I did nothing with SSE when it made up 20% of the portfolio income, but at the time I was adding significant new money to the p...
by daveh
January 10th, 2019, 9:18 am
Forum: Portfolio Management & Review
Topic: Bad start to the year
Replies: 27
Views: 5304

Re: Bad start to the year

Price changes in my portfolio for the first 7 days of the year: Epic Change MKS 11.33% TSCO 9.47% WMH 9.00% KGF 8.34% SMDS 8.25% PSON 7.10% MARS 5.58% BP. 4.81% SGRO 4.62% LLOY 3.63% RIO 3.53% LGEN 3.46% BA. 3.40% AV. 3.30% TW. 3.05% UU. 2.69% NG. 2.60% IMI 2.60% BLND 2.55% S32 2.28% RDSB 2.03% GSK...
by daveh
January 10th, 2019, 9:06 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: M&B trading statement
Replies: 0
Views: 175

M&B trading statement

Can be found here: http://www.investegate.co.uk/article.aspx?id=201901100700066812M&fe=1 Mitchells & Butlers plc Trading through the festive season was strong with like-for-like sales growth over the three week festive period of 9.8%. Growth was achieved on all key dates supported by good un...
by daveh
January 10th, 2019, 8:57 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Halfords - FY19 Q3 Trading Update
Replies: 3
Views: 251

Re: Halfords - FY19 Q3 Trading Update

Ouch! Halfords down 23% as I type. Anyone tempted? Certainly not one for me. Ian. That seems rather a large drop for what from the headlines in the OP don't seem that bad a set of results - not brilliant but how does a drop in sales of ~2% translate to a 23% drop in share price? Not one for me as I...
by daveh
January 10th, 2019, 8:52 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Morrisons Trading Statement
Replies: 15
Views: 670

Re: Morrisons Trading Statement

Don't remind me, Dod. My father had grocery and bakery business and was doing OK till the supermarkets came along. Had he not developed MS in his thirties, he would probably have started his own chain as he was very ambitious and enterprising. Yet I go back to my Mum's and the local baker (Botham's...
by daveh
January 9th, 2019, 9:22 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Sainsbury's 3rd QTR Trading Statement
Replies: 12
Views: 345

Re: Sainsbury's 3rd QTR Trading Statement

Now down 0.6%! These miniature moves are not worth fretting about obviously. SBRY are still my retailor of choice, so will hold on, but am unlikely to top up. Even we use Lidl up here in Orkney! (There is a Tesco, but no Sainsbury's BTW). Ian. I hold SBRY, TSCO and MKS in retail and I seem to be co...

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