Search found 253 matches

by daveh
June 18th, 2018, 9:05 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SMDS Finals
Replies: 4
Views: 413

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: 179

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: 1698

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: 2663

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: 217

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: 2663

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: 435

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: 431

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: 435

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: 435

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: 312

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: 312

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...
by daveh
May 15th, 2018, 8:29 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone Final Results
Replies: 22
Views: 1317

Re: Vodafone Final Results

Thanks Ian. Do we have any concerns about effect of the change of CEO on dividend policy ? Well they do state: Dividend policy The Board intends to grow dividends per share annually. Dividends will be declared in euros and paid in euros, pounds sterling and US dollars. The foreign exchange rate at ...
by daveh
May 11th, 2018, 11:41 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: GFRD.L Galliford Try - would you top up?
Replies: 2
Views: 328

Re: GFRD.L Galliford Try - would you top up?

I was previously a member here a couple of years ago, but unable to log in now for some reason. So greetings all and glad to see the forum still going well. Galliford Try is coming up first for top up in HYPTUSS. Forecast yield at 7.7% seems too good to be true. Digitallook giving forecast dividend...
by daveh
May 10th, 2018, 9:07 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BT Group Fourth Quarter Results
Replies: 52
Views: 2008

Re: BT Group Fourth Quarter Results

From the pdf linked to at the bottom of the RNS it seems like dividends are going to be frozen for the next two years. Though after todays fall I make the yield ~7.0%. If the price stays down I will use dividends paid in to my ISA that is not getting new money this year to move BT in prior to the ex...
by daveh
May 9th, 2018, 5:36 pm
Forum: Brokers and Share Dealing
Topic: Safety of Client Funds
Replies: 28
Views: 1316

Re: Safety of Client Funds

I have a CREST account with II, hangover from Natwest stockbrokers. I guess they are not available to new customers. They charge me a fortune for it now (it was free with TD Direct) and I can't set the CREST fee against trades as you can with the normal qtrly fee. They haven't yet asked me if I want...
by daveh
May 4th, 2018, 9:09 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Segro - to top slice?
Replies: 9
Views: 564

Re: Segro - to top slice?

Interesting comments, thank you. I'll have a look at the whole portfolio and decide where to redirect the cash raised as I think a top slice of Segro is definitely in order. MKS has been sitting at no 1 in the top order followed by S32 and Dixons carphone in equal 2nd. Not sure about MKS and DC. but...
by daveh
May 4th, 2018, 4:13 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Segro - to top slice?
Replies: 9
Views: 564

Segro - to top slice?

I was looking at HYPTUSS and my HYP and noticed that due to the good growth of SEGRO share price it is now making up 7.64% of my portfolio by capital which is well over twice the median value (median=2.92%). SEGRO has a yield of 2.8% and PE of 29.7 compared to BLNDs (which I also own) yield of 4.6% ...
by daveh
April 24th, 2018, 2:59 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: IHG currency conversion rate
Replies: 7
Views: 326

Re: IHG currency conversion rate

M & B is another story. I don't recall any big dividends and the s.p. has only gone up from 251 in Mar. 2003 to 277p now so the holding is worth less than £1k. Not worth the holding charge that particular broker charges especially since IIRC there is currently no dividend. MAB has started to pa...
by daveh
April 24th, 2018, 1:04 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: IHG currency conversion rate
Replies: 7
Views: 326

Re: IHG currency conversion rate

I don't think that IHG was ever an HYP candidate. We had it wished on us when SXC split, and after several returns of capital, the best option was to dump it. TJH My records say I purchased a grands worth of SXC in 2001 though I have a recollection of buying Bass possibly in a PYAD26 mechanical por...

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