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by monabri
December 11th, 2018, 12:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: WPP PRESENTS STRATEGY FOR GROWTH
Replies: 9
Views: 200

Re: WPP PRESENTS STRATEGY FOR GROWTH

The market response appears positive. Up 5.7% as I type in fact. Not that we're bothered about that here of course. ;) I did top up recently, so a hold for me for now. Ian. Nope, never bothers me at all when a bought share's price goes up..it just doesn't seem to happen enough though! The earnings ...
by monabri
December 11th, 2018, 8:22 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: WPP PRESENTS STRATEGY FOR GROWTH
Replies: 9
Views: 200

Re: WPP PRESENTS STRATEGY FOR GROWTH

The market response appears positive.
by monabri
December 11th, 2018, 7:08 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: WPP PRESENTS STRATEGY FOR GROWTH
Replies: 9
Views: 200

Re: WPP PRESENTS STRATEGY FOR GROWTH

Within the section titled "Future Capital Allocation Policy"

"Over the next three years we will prioritise the dividend over share buy-backs and will balance targeted M&A with divestments"
by monabri
December 10th, 2018, 10:30 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (not good)
Replies: 30
Views: 986

Re: Interserve (not good)

Oh I see they've won a new contract....that's nice :roll:

https://www.londonstockexchange.com/exc ... 47600.html
by monabri
December 10th, 2018, 10:17 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (not good)
Replies: 30
Views: 986

Re: Interserve (not good)

88V8 wrote:In Feb 2017, Dividend Champions records Interserve's twenty years of dividend growth, and 1.9 times cover.

Another nail in the nutty notion of a buy-and-forget HYP.

V8


Yep, that's about the time I bought in.
by monabri
December 9th, 2018, 6:08 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (not good)
Replies: 30
Views: 986

Re: Interserve (not good)

Quoting from the Nov 23 2018 trading update. Overall trading for 2018: strong profit growth in-line with management expectations · Fit for Growth programme on track to deliver its target of £15m savings in 2018 · Year-end net debt expected in the range of £625m-£650m · Deleveraging plan moving forwa...
by monabri
December 9th, 2018, 3:55 pm
Forum: Laughing Lemons
Topic: Dear M&S
Replies: 9
Views: 691

Re: Dear M&S

I thought all 'equipment ' should now be 'plug and play'?
by monabri
December 9th, 2018, 3:54 pm
Forum: Laughing Lemons
Topic: The Problem With Marrying A Woman From Scotland!
Replies: 4
Views: 431

Re: The Problem With Marrying A Woman From Scotland!

jfgw wrote:If you marry a woman from Scotland, you need to make it absolutely clear right from the beginning which one of you in the relationship wears the trousers!

Julian F. G. W.


Then the realisation dawns - it ain't you!
by monabri
December 9th, 2018, 12:00 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: So what are we buying today?
Replies: 55
Views: 2689

Re: So what are we buying today?

I know the quote, "when others get greedy get scared, when others get scared get greedy". Trouble is, with a number of disasters in HYP shares, my capital seriously butchered and so much uncertainty at the moment I can't help but join the flock of the scared. Terry. Terry, I think you sta...
by monabri
December 8th, 2018, 1:48 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (not good)
Replies: 30
Views: 986

Re: Interserve (not good)

Must be a different Interserve? https://www.fairfieldcurrent.com/news/2018/12/07/interserve-plc-irv-receives-gbx-88-75-average-price-target-from-analysts.html "Interserve plc (LON:IRV) has received a consensus rating of “Buy” from the six analysts that are presently covering the firm, Marketbea...
by monabri
December 8th, 2018, 12:19 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (not good)
Replies: 30
Views: 986

Re: Interserve (not good)

The FT article says "Interserve, which has 75,000 employees worldwide, is hoping that it can pull off a sale of a business in the Middle East and that this — together with a debt-for-equity swap — would enable it to tap shareholders early next year, putting the company on a more stable footing,...
by monabri
December 8th, 2018, 12:07 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve (not good)
Replies: 30
Views: 986

Interserve (not good)

https://www.londonstockexchange.com/exchange/news/alliance-news/detail/1544268642832930600.html Shareholders of Interserve PLC could lose everything under the terms of a rescue finance plan being discussed between the outsourcing firm and creditors, the Financial Times reported Friday, citing people...
by monabri
December 7th, 2018, 6:31 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: So what are we buying today?
Replies: 55
Views: 2689

Re: So what are we buying today?

WPP Yield https://www.dividenddata.co.uk/dividend-yield.py?epic=AV. set timescale to 10 years. Not quite 'fill yer boots' territory, but definitely into 'top up land' Although the link to WPP didn't work for me, I looked up the 10 year data and it shows the yield ski ramping up to 7.37%...yep, 7 po...
by monabri
December 7th, 2018, 4:49 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: So what are we buying today?
Replies: 55
Views: 2689

Re: So what are we buying today?

Topped up my KIER holding @395 Kier has come top of the monthly contracts league for work won in November and continued to hold pole position in the 12-month rolling league table. https://www.constructionenquirer.com/2018/12/07/kier-scores-november-contracts-league-double/ I see shorting has now re...
by monabri
December 7th, 2018, 4:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: So what are we buying today?
Replies: 55
Views: 2689

Re: So what are we buying today?

teecee90 wrote:Topped up my KIER holding @395


Kier has come top of the monthly contracts league for work won in November and continued to hold pole position in the 12-month rolling league table.

https://www.constructionenquirer.com/20 ... ue-double/
by monabri
December 7th, 2018, 2:52 pm
Forum: Macro and Global Topics
Topic: Xmas eve 1999 FTSE 100 6806
Replies: 23
Views: 594

Re: Xmas eve 1999 FTSE 100 6806

JohnB wrote:Have a play with http://www.johnbray.org.uk/ftse100totalreturn.html, which I wrote to remind myself how important total return is


Well,I used 2016 to 2018..if accurate it has completely marmalised my HYP at 15% compound.
by monabri
December 7th, 2018, 10:55 am
Forum: Macro and Global Topics
Topic: Xmas eve 1999 FTSE 100 6806
Replies: 23
Views: 594

Re: Xmas eve 1999 FTSE 100 6806

Yesterday FTSE 6704...that's nowhere in 18 years! So where does the next 18 years lead us? John I despair, I really do. As the table below shows, if you invested in the FTSE 100 you could have almost doubled your returns by reinvesting dividends. https://www.schroders.com/en/uk/private-investor/ins...
by monabri
December 7th, 2018, 10:52 am
Forum: Macro and Global Topics
Topic: Xmas eve 1999 FTSE 100 6806
Replies: 23
Views: 594

Re: Xmas eve 1999 FTSE 100 6806

This article was from 2014 ...comparing to 1999. https://www.telegraph.co.uk/finance/personalfinance/investing/10595031/How-the-FTSE-100-has-changed-since-its-peak-in-1999.html Some snippets "if inflation needs to be taken into account the index needs to be significantly higher than 10,000 to b...
by monabri
December 7th, 2018, 8:25 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Taylor Wimpey (TW)
Replies: 5
Views: 385

Re: Taylor Wimpey (TW)

I see that another PDMR acquired shares.


https://www.londonstockexchange.com/exc ... 91148.html

Kevin Beeston - Chairman (purchase of shares by spouse, Mrs Jayne Beeston)

112,870 shares.

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