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by tjh290633
September 25th, 2018, 5:35 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BATS - CEO "retires"
Replies: 13
Views: 262

Re: BATS - CEO "retires"

The trading update by Imperial Group today suggests that the sector is far from declining.

Look at facts, not broker comments.

TJH
by tjh290633
September 25th, 2018, 5:25 pm
Forum: High Yield Shares & Strategies - general
Topic: ITs and Stocks in a HYP?
Replies: 10
Views: 205

Re: ITs and Stocks in a HYP?

What is the consensus on having ITs and individual stocks in an HYP? It's your money, so do what you feel comfortable with. Purists, as you may have noticed, will object to the use of the term HYP to describe such an asset collection. It's simple. You can invest in what you like, but don't confuse ...
by tjh290633
September 23rd, 2018, 3:13 pm
Forum: Beerpig's Snug
Topic: Soft Southerner
Replies: 8
Views: 305

Re: Soft Southerner

I leave our system on all year round. If the thermostat thinks it's cold, then it comes on. Otherwise it stays off. The effect usually is to make the radiators feel slightly warm, but the big advantage is that it exercises the 3-way valve from time to time. If you turn the heating off for 6 months, ...
by tjh290633
September 23rd, 2018, 12:12 pm
Forum: Company Analysis
Topic: The discount rate when used in share valuation models
Replies: 10
Views: 153

Re: The discount rate when used in share valuation models

My simplistic understanding is that you take the anticipated flow of dividends to infinity, find the net present value at your preferred discount rate, and that gives you your share value, which may be higher or lower than the market price. If it is higher, then you might decide to buy, or sell if i...
by tjh290633
September 23rd, 2018, 12:04 pm
Forum: Company Analysis
Topic: Share valuation using the Discounted Dividend / Gordon Growth model
Replies: 6
Views: 88

Re: Share valuation using the Discounted Dividend / Gordon Growth model

There are quite a lot of companies and ITs which have beaten inflation over the years, not necessarily every year but over a long period. Some have had a policy of raising them by more than inflation, others have just had results which achieved that. My own portfolio has given a dividend on the inco...
by tjh290633
September 22nd, 2018, 7:38 pm
Forum: Pedants' Place
Topic: It's far too late now...
Replies: 30
Views: 379

Re: It's far too late now...

When DID all electrical devices automatically become "electronic"? "All" didn't but for those that did it's when they started containing "active" components, like valves, transistors, integrated circuits, etc, rather than just "passive" ones like resistors, c...
by tjh290633
September 22nd, 2018, 1:25 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Top-up candidates VOD/NG
Replies: 18
Views: 687

Re: Top-up candidates VOD/NG

Logic suggests that it is the shares which are currently depressed, which are the best candidates for topping up. They come into fashion and go out of fashion, which is when buying opportunities occur. Both VOD and NG. are high on my top-up rankings, and it makes sense to me to take advantage of the...
by tjh290633
September 22nd, 2018, 1:04 pm
Forum: Beerpig's Snug
Topic: Any preppers here?
Replies: 36
Views: 802

Re: Any preppers here?

I think that our worst event was the great storm in 1987?. Two of the three phases went down on the power line. We were on the one live phase, so we ran extension leads to our neighbours either side, to keep their boilers working. Fortunately we have a big gas fire, seldom used, but it has about a t...
by tjh290633
September 21st, 2018, 1:07 pm
Forum: Beerpig's Snug
Topic: Learning Russian
Replies: 10
Views: 223

Re: Learning Russian

I did three years at night school in the early sixties learning Russian. I got to Institute of Linguists stage one, which allowed me to read scientific papers, but it was only twenty years later during several visits to the Soviet Union that conversational skills developed. The grammar can be diffic...
by tjh290633
September 20th, 2018, 9:15 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Star Trek? (VOD)
Replies: 11
Views: 463

Re: Star Trek? (VOD)

Moderator Message:
I have to confess that I see no relevance whatsoever to an HYP in the concept of the topic.

Beerpig's Snug might be a better place for this discussion.

I am locking the thread.

TJH
by tjh290633
September 19th, 2018, 7:25 pm
Forum: Polite Discussions
Topic: Bus Driver Age restrictions?
Replies: 20
Views: 305

Re: Bus Driver Age restrictions?

It's not just a case of passing the medical, there is also the question of driving ability. Perhaps there should be a mandatory driving assessment as well as the medical. Although I had a D1 entitlement on my license, I still had to have my driving ability assessed to get a County Council Minibus pe...
by tjh290633
September 19th, 2018, 2:42 pm
Forum: Polite Discussions
Topic: Bus Driver Age restrictions?
Replies: 20
Views: 305

Re: Bus Driver Age restrictions?

If you have a PSV licence (Group D), when you renew you have to have an annual medical if you are over 70. Possibly at a younger age as well. For D1 (minibuses) the medical is every 3 years for renewals over 70 but annual for a PSV licence.

TJH
by tjh290633
September 19th, 2018, 1:59 pm
Forum: Company Analysis
Topic: Trailing, TTM and forward figures e.g. PER, EPS, etc.
Replies: 10
Views: 150

Re: Trailing, TTM and forward figures e.g. PER, EPS, etc.

Since they usually give earnings per share, it seems a little daft to go back to first principles to establish that figure. Actually they (Marshalls) do , look at the dark grey graphic, slightly to the right, and slightly above centre at their investor centre . It says P/E ratio 33.96, which is wil...
by tjh290633
September 18th, 2018, 3:49 pm
Forum: Company Analysis
Topic: Trailing, TTM and forward figures e.g. PER, EPS, etc.
Replies: 10
Views: 150

Re: Trailing, TTM and forward figures e.g. PER, EPS, etc.

Don't forget that there may be several versions of earnings in the same report. Which do you use? Adjusted, statutory, or what? If you were a dedicated follower of a share, you would have the recent quarterly or half-yearly reports to hand, so you can take the ones covering 12 months and add up the ...
by tjh290633
September 18th, 2018, 2:29 pm
Forum: Investment Trusts and Unit Trusts
Topic: Having a crack at an Investment Trust Portfolio to live on in old age
Replies: 38
Views: 2044

Re: Having a crack at an Investment Trust Portfolio to live on in old age

There is no need to stay away from HYP Practical if you want to talk about an HYP portfolio. If you have a mixture of investments, just keep them separate. If you want to discuss everything, there are places you can do that without problems. As far as switching to ITs in old age, mentioning that you...
by tjh290633
September 18th, 2018, 1:19 pm
Forum: Polite Discussions
Topic: Jaguar Land Rover speaks out
Replies: 57
Views: 1116

Re: Jaguar Land Rover speaks out

Sundance, you know the reasons people went for Brexit. The EU is corrupt, undemocratic and unaccountable. The Commissioners are not elected and cannot be removed. The EU seems to be impossible to reform and we definitely do not want ever closer union. We also want to get out of the CAP and the Commo...
by tjh290633
September 18th, 2018, 1:09 pm
Forum: Biscuit Bar
Topic: Slow...
Replies: 12
Views: 359

Re: Slow...

I am getting lots of that, but I am using a satellite WiFi on a cruise ship. Usually the page appears eventually. TJH So that's why I am seeing some of your apparently late (in BST time) posts. You are off in a different time zone! Is it the Caribbean? No, I'm in the Gulf of St Lawrence and it's we...
by tjh290633
September 18th, 2018, 1:04 pm
Forum: Polite Discussions
Topic: Gove: Chequers could be changed after brexit
Replies: 24
Views: 491

Re: Gove: Chequers could be changed after brexit

ursaminortaur wrote:
tjh290633 wrote:It's not too late to walk away.

TJH


From brexit or from the negotiations with the EU ?

Rhetorical question. You can only walk away from negotiations.

TJH
by tjh290633
September 18th, 2018, 1:30 am
Forum: Polite Discussions
Topic: Gove: Chequers could be changed after brexit
Replies: 24
Views: 491

Re: Gove: Chequers could be changed after brexit

It's not too late to walk away.

TJH
by tjh290633
September 18th, 2018, 1:22 am
Forum: Investment Trusts and Unit Trusts
Topic: Having a crack at an Investment Trust Portfolio to live on in old age
Replies: 38
Views: 2044

Re: Having a crack at an Investment Trust Portfolio to live on in old age

I agree that there are probably too many holdings. I would look at the extent of overlaps.

TJH

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