Search found 340 matches

by daveh
January 14th, 2019, 8:35 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Spoilt for choice
Replies: 33
Views: 1585

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: 5133

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: 149

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: 228

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: 616

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: 331

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...
by daveh
January 9th, 2019, 8:17 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Sainsbury's 3rd QTR Trading Statement
Replies: 12
Views: 331

Re: Sainsbury's 3rd QTR Trading Statement

Not looked at anything other than extract above, but that doesn't sound very good compared to Morrisons. It seems they missed the project sales by some way according to Bloomberg, so brace yourself anyone holding. I hold, but sold half my Sainsbury’s shares a few weeks ago to buy more income elsewh...
by daveh
January 3rd, 2019, 10:03 am
Forum: Portfolio Management & Review
Topic: DaveH's HYP review
Replies: 2
Views: 380

Re: DaveH's HYP review

I was thinking of tidying up some of the smaller holdings recently as one of my brokers sets the qtrly fee against any trades - so a sell would be free. M&B were the first I was thinking of getting rid of as its not paying a dividend again and is one of the smallest rump holdings, but they give ...
by daveh
January 2nd, 2019, 2:12 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: DaveH's HYP annual reveiw
Replies: 0
Views: 345

DaveH's HYP annual reveiw

As my HYP is no longer considered suitable for posting here (due to 3 high yielding ETFs and a pref. share) I have reviewed its performance over on the Portfolio Management and Review board, I've included a link and the executive summary https://www.lemonfool.co.uk/viewtopic.php?f=56&t=15487 Exe...
by daveh
January 2nd, 2019, 2:07 pm
Forum: Portfolio Management & Review
Topic: DaveH's HYP review
Replies: 2
Views: 380

DaveH's HYP review

This is an update of my HYP. Earlier updates were on the TMF boards (but may well have been lost with the board closures, there were links in 2016’s update). My update for 2016 and 2017 can be found here: https://www.lemonfool.co.uk/viewtopic.php?f=15&t=2365 https://www.lemonfool.co.uk/viewtopic...
by daveh
December 31st, 2018, 3:02 pm
Forum: High Yield Shares & Strategies - general
Topic: The one-way HYP revolving door....
Replies: 41
Views: 2097

Re: The one-way HYP revolving door....

I started with a pure HYP, but wanted to diversify further with non UK shares. l didn't feel that I could invest in individual shares that were not listed on the LSE so have over time bought high yield ETFs. I've purchased EMDV, IDVY and IAPD to cover emerging markets, Europe and Asia/Pacific respec...
by daveh
December 19th, 2018, 9:28 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: GSK and Pfizer create new Consumer Healthcare JV
Replies: 10
Views: 806

Re: GSK and Pfizer create new Consumer Healthcare JV

I read the statement that GSK will have a controlling equity interest (rather than GSK shareholders) to mean that they would hold the shares under GSK. Terry. They will initially, but if it is listed on the stock exchange I thought there had to be a significant % of shares available as a free float...
by daveh
December 19th, 2018, 8:41 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: GSK and Pfizer create new Consumer Healthcare JV
Replies: 10
Views: 806

Re: GSK and Pfizer create new Consumer Healthcare JV

Some quotes form the announcement: Future separation The proposed transaction is transformational to the scale of GSK's Consumer Healthcare business. Within 3 years of the closing of the transaction, GSK intends to separate the Joint Venture via a demerger of its equity interest and a listing of GSK...
by daveh
December 17th, 2018, 1:36 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE ENERGY SERVICES TRANSACTION NOT PROCEEDING
Replies: 15
Views: 699

Re: SSE ENERGY SERVICES TRANSACTION NOT PROCEEDING

I too am an SSE customer and have never had any need to know whether their service is any good or not. Simple. They supply my electricity, they send me a bill and I pay. End of. As I said I sold my SSE shares and so any discussion is academic to me but as I recall it SSE were keen to divest the ret...
by daveh
December 17th, 2018, 9:48 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE ENERGY SERVICES TRANSACTION NOT PROCEEDING
Replies: 15
Views: 699

Re: SSE ENERGY SERVICES TRANSACTION NOT PROCEEDING

I now have no holding in SSE but this is hardly good news surely. Basically, n power has I assume walked away. Dod I think SSE has walked away. Basically the SSE retail business was profitable and they say will be profitable again next year. The Npower business was a basket case and was haemorrhagi...
by daveh
December 15th, 2018, 1:11 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: SSE: Ofgem consultation on Orkney electricity link
Replies: 4
Views: 333

Re: SSE: Ofgem consultation on Orkney electricity link

Baltic here in Aberdeen, blowing a hooley, but still dry. Hoping the power stays on in the wind and forecast freezing rain. SSE have been pretty good at fixing powercuts in the past though. Back on topic I hope the interconnector to Orkney goes ahead, Ofgem have previous on not funding similar inves...
by daveh
December 14th, 2018, 5:13 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: IHG Trading update
Replies: 2
Views: 450

Re: IHG Trading update

Details of special announced today: http://www.investegate.co.uk/article.aspx?id=201812141100035127K&fe=1 Special dividend The proposed amount of the Special Dividend is US$2.621 per Existing Ordinary Share. The corresponding amount in pounds sterling will be announced on Thursday, 17 January 20...
by daveh
December 14th, 2018, 2:59 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: 2018 - How did we do?
Replies: 82
Views: 3126

Re: 2018 - How did we do?

I'll post a more detailed update either on the strategies board or the portfolio review board in the New Year. I don't go into details/discuss the high yield ETFs I hold here, but they are part of my HYP and cover non UK markets that I don't want to invest in directly. The vast majority of my portfo...
by daveh
December 14th, 2018, 10:49 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: 2018 - How did we do?
Replies: 82
Views: 3126

Re: 2018 - How did we do?

Ok in terms of dividend - up 9% on last year and I've basically (bar £150) added no new money just reinvested dividends (£2000 of which still remain to be invested). Badly in capital terms - down 10.5% with the performance going negative in the last 3 months. At the end of September the portfolio wa...
by daveh
December 12th, 2018, 9:01 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Dixons Carphone. Interims
Replies: 1
Views: 292

Dixons Carphone. Interims

Can be found here: http://www.investegate.co.uk/article.aspx?id=201812120700031790K&fe=1 New vision and strategy launched • Transformation plan underway to deliver a more valuable business • Focusing on the core; two big growth opportunities in online and credit; revitalising our mobile business...

Go to advanced search