Search found 116 matches

by MaraMan
January 23rd, 2019, 10:30 am
Forum: Investment Trusts and Unit Trusts
Topic: Multi-Asset class trusts & JP Morgan Multi-Asset trust
Replies: 7
Views: 888

Re: Multi-Asset class trusts & JP Morgan Multi-Asset trust

Thanks for posting, I am certainly considering investing in MATE. I am though giving some thought as to whether the trust having large holdings in Pfizer, Merck, Novartis and Roche is a good thing. They are all in the top ten equity holdings, I suppose for their yield. Not convinced yet but will loo...
by MaraMan
January 23rd, 2019, 10:12 am
Forum: Beerpig's Snug
Topic: Paintings of the East End
Replies: 7
Views: 182

Re: Paintings of the East End

For those who do twitter and like this sort of thing I recommend you follow @eastlondongroup they regularly post historic paintings of east London.

MM
by MaraMan
January 19th, 2019, 2:48 pm
Forum: Music, Theatre, TV and Film
Topic: On Drums - Stewart Copeland
Replies: 8
Views: 306

Re: On Drums - Stewart Copeland

For anyone who has Sky the Sky Arts 4 (I think) part series called "The Art of Drumming", which was shown a few months ago and no doubt is on catch up, is excellent. It's a bit more in depth that the Stewart Copeland prog, which I enjoyed, and I highly recommend "The Art of Drumming&q...
by MaraMan
January 19th, 2019, 2:41 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BAT & other tobacco companies - Daily Telegraoh
Replies: 21
Views: 885

Re: BAT & other tobacco companies - Daily Telegraoh

The only thing I am aware of is that Seeking Alpha stated that BAT is aggressively paying down its debt, but I guess that's not a major surprise following the Reynolds acquisition. MM PS - Re IMB "We continue to generate £900m of surplus cash flow, we’ve paid down a further chunk of our debt, a...
by MaraMan
January 19th, 2019, 11:42 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BAT & other tobacco companies - Daily Telegraoh
Replies: 21
Views: 885

Re: BAT & other tobacco companies - Daily Telegraoh

For some reason its tricky to find the article on line, but I did find it here: It's title is "Nine FTSE heroes with a bumper yield". https://www.pressreader.com/uk/the-daily-telegraph-your-money/20190119/281595241716036 All the best to the true tobacco believers, I do hope you are right. ...
by MaraMan
January 19th, 2019, 10:02 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BAT & other tobacco companies - Daily Telegraoh
Replies: 21
Views: 885

BAT & other tobacco companies - Daily Telegraoh

I am no fan of tobacco shares for all sorts of reasons, but I know may on here still are so I thought I would pass the following on. I noticed in the Momey section of the today's Telegraph that a "Portfolio Manager" called Nick Purves said that BAT's dividend is more precarious that it may...
by MaraMan
December 19th, 2018, 1:41 pm
Forum: Does anyone know?
Topic: Sky contract cancellation due to illness
Replies: 6
Views: 339

Re: Sky contract cancellation due to illness

Many thanks for the replies. If it come to it I could just cancel the payments and see if they come after her. Would rather avoid that though if possible.

MM
by MaraMan
December 19th, 2018, 11:28 am
Forum: Does anyone know?
Topic: Sky contract cancellation due to illness
Replies: 6
Views: 339

Re: Sky contract cancellation due to illness

I may not be as expert as you on the internet and so can find little that applies, however I have been in touch with their accessibility team about her before because of her hearing deficit. Before I seek to have the contract cancelled I just wanted to be as prepared as I can be as I expect them to ...
by MaraMan
December 18th, 2018, 3:13 pm
Forum: Does anyone know?
Topic: Sky contract cancellation due to illness
Replies: 6
Views: 339

Sky contract cancellation due to illness

Sadly my Mother has recently been sectioned under the Mental Health Act due to what seems like rapid onset dementia, although the doctors haven't formally confirmed any diagnosis. She is 88 years old and just been placed in a secure unit. I have Power of Attorney over her affairs and she took out a ...
by MaraMan
November 16th, 2018, 6:56 pm
Forum: Investment Trusts and Unit Trusts
Topic: Lindsell Train Global Equity Vs Fundsmith Equity
Replies: 8
Views: 1693

Re: Lindsell Train Global Equity Vs Fundsmith Equity

Although I am a very happy holder of a sizable, by my standards, chunk of Amazon shares, I would not expect to see these in Fundsmith, in the same way I am surprised that Facebook is in there. This does not mean that they are neccessarily bad investments, although I retain my doubts about Zuckerberg...
by MaraMan
November 14th, 2018, 11:51 am
Forum: Investment Trusts and Unit Trusts
Topic: Lindsell Train Global Equity Vs Fundsmith Equity
Replies: 8
Views: 1693

Re: Lindsell Train Global Equity Vs Fundsmith Equity

Good question, and to be honest I don't know :lol:

I do think it shows how fickle social media use is and I not would bet on the likes of Terry Smith guessing what will stand the test of time. Given that I just don't see how it fits in the Fundsmith universe.
by MaraMan
November 12th, 2018, 4:30 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Today
Replies: 40
Views: 1679

Re: HYP Today

I think I said that L&G and Direct Line aren't comparable (or at least meant to say), so we agree! I also think that normally they aren't a bad company to invest in, but the fall out from the super-complaint may hit them hard so I wouldn't buy at the moment. I won't use them again though after c...
by MaraMan
November 12th, 2018, 3:27 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Today
Replies: 40
Views: 1679

Re: HYP Today

I could come up with a reason not to buy the shares of any company without too much difficulty. I take the Aldi and Lidl point, but I think big brands will retain their global profile for a very long time.
by MaraMan
November 12th, 2018, 3:02 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Today
Replies: 40
Views: 1679

Re: HYP Today

I mentioned Direct Line as they rely to much greater degree on Home and Motor insurance than L&G. I think the same applies to all insurers in that market. The FCA has, rightly so, got them in its sights over pricing etc. https://www.ft.com/content/09619e3e-c306-11e8-8d55-54197280d3f7 and https:/...
by MaraMan
November 12th, 2018, 2:46 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Today
Replies: 40
Views: 1679

Re: HYP Today

I would probably go for Unilever or Legal & General, or NG, or maybe HSBC :lol: But if I had to pick just one it would be Unilever. I know that there are several tobacconistas on these boards, but I think the writing has been on the wall for these for some time, and when I have said so it doesn'...
by MaraMan
November 12th, 2018, 10:28 am
Forum: Passive Investing
Topic: World Equity Index tracking funds
Replies: 40
Views: 3916

Re: World Equity Index tracking funds

I share your concern and maybe I should have chosen IWDG, in this environment one could make a case for the pound rising, falling or remaining where it is. Who knows? Trackers are for those of us who don't believe they know better than the market, same goes for those who seek to hedge currency movem...
by MaraMan
November 11th, 2018, 2:57 pm
Forum: Passive Investing
Topic: World Equity Index tracking funds
Replies: 40
Views: 3916

Re: World Equity Index tracking funds

I don't know about better but if you want to avoid funds and prefer ETFs (i.e. HL customers) then SWDA may fit the bill. I have recently put a chunk of my ISA in this as I am not confident I can pick a better place for this money at the moment. http://www.morningstar.co.uk/uk/etf/snapshot/snapshot.a...
by MaraMan
November 11th, 2018, 1:46 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: VOD to hold dividend...
Replies: 41
Views: 1583

Re: VOD to hold dividend...

I too am concerned about what seems to be an inevitable dividend cut and have as a result decided to sell my holding. I know this is very un-dorisike but I am not happy with the way the company has been run and am not interested on a gamble on the new management. My feeling is that it will be a very...
by MaraMan
November 11th, 2018, 1:39 pm
Forum: Investment Trusts and Unit Trusts
Topic: Lindsell Train Global Equity Vs Fundsmith Equity
Replies: 8
Views: 1693

Re: Lindsell Train Global Equity Vs Fundsmith Equity

I agree and have recently added LTGE to my longstanding and fairly significant holding in Fundsmith Equity. As you say the top holdings don't overlap despite some similarity in strategy. I like the way both of them are run, however I remain sceptical about Fundsmith building a large holding in Faceb...
by MaraMan
November 10th, 2018, 12:08 pm
Forum: History
Topic: Ancestry Access
Replies: 7
Views: 1588

Re: Ancestry Access

I have a subscription to Ancestry and would be happy to looking anything up for fellow fools.

MM

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