Search found 2553 matches

by monabri
May 25th, 2019, 9:55 am
Forum: Investment Trusts and Unit Trusts
Topic: ITs for cash from bought-out shares
Replies: 5
Views: 263

Re: ITs for cash from bought-out shares

seagles wrote: Originally went for MCT for north american, 5.32% .


Besides the yield, the AIC reported divi cover is 9.6 years.

https://www.theaic.co.uk/companydata/C0PAJ
by monabri
May 24th, 2019, 6:40 pm
Forum: Beerpig's Snug
Topic: Watching girls dance
Replies: 8
Views: 386

Re: Watching girls dance

Volume control set to zero!

;)
by monabri
May 24th, 2019, 2:50 pm
Forum: Investment Trusts and Unit Trusts
Topic: ITs for cash from bought-out shares
Replies: 5
Views: 263

Re: ITs for cash from bought-out shares

I'd go 50:50 MYI and HFEL. This would give you (i) an opportunity to average down on MYI, (ii) a good yield & (iii) both are ex UK ( ok, MYI is 10% UK). Merchants would give you more of the same (your HYP share list). FCIT is trading close to it's year high and with a yield of 1.6% then one must...
by monabri
May 24th, 2019, 9:56 am
Forum: High Yield Shares & Strategies - general
Topic: SGRO top slice
Replies: 15
Views: 345

Re: SGRO top slice

When I bought into HFEL in Sept 17, I was attracted by (i) the yield on offer, (ii) the increasing dividend & (iii) the geographical spread of holdings. Based on the research from the link below, HFEL contained a reasonably high percentage of holdings in countries that were deemed to be "un...
by monabri
May 24th, 2019, 9:42 am
Forum: Share ideas
Topic: Tarsus Group (TRS)
Replies: 10
Views: 603

Re: Tarsus Group (TRS)

Nice ! :lol:
by monabri
May 24th, 2019, 9:15 am
Forum: High Yield Shares & Strategies - general
Topic: SGRO top slice
Replies: 15
Views: 345

Re: SGRO top slice

It'll be interesting to compare their answer to the total return figures here:-

https://citywire.co.uk/investment_trust ... undID=3093

Maybe this is useful from Allianz themselves:-

https://www.merchantstrust.co.uk/Portfo ... erformance
by monabri
May 23rd, 2019, 6:52 pm
Forum: High Yield Shares & Strategies - general
Topic: SGRO top slice
Replies: 15
Views: 345

Re: SGRO top slice

I just had a look at Merchants and got this info from HL and pardon me, but why would this be attractive despite it's yield of 5.44%? Am I missing something here? Past performance not etc etc......... PERFORMANCE 1 week - 0% 1 month down 1.62% 3 months up 1.04% 6 months up 3.29% 1 year down 9.83% 2...
by monabri
May 23rd, 2019, 2:48 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Royal Mail Group Finals.
Replies: 9
Views: 587

Re: Royal Mail Group Finals.

What next for our postal service? I can't see it "going under" like Carillion/Interserve. The next dividend is 17p - that alone is a yield of 8.75% (sp 200p). The update indicates a cut to 15p for next year (7.5%). Will there be further cuts or is this a buying opportunity?
by monabri
May 23rd, 2019, 12:44 pm
Forum: High Yield Shares & Strategies - general
Topic: SGRO top slice
Replies: 15
Views: 345

Re: SGRO top slice

A suggestion for income - Merchants IT (current yield 5.4%) or Henderson Far East IT (6.1%).
by monabri
May 20th, 2019, 9:30 am
Forum: Investment Trusts and Unit Trusts
Topic: Scottish Mortgage and the Eighth Wonder
Replies: 17
Views: 1455

Re: Scottish Mortgage and the Eighth Wonder

For after 35 years, Scottish Mortgage would have expanded from an initial 375,561 shares bought at 9.64p equivalent in Apr. 1983 to 712,780 shares worth 512p apiece at Mar. 31, 2019: total value £3,649,431, almost a 100x increase. And an annual dividend of £22k to boot (based on 712780 shares at 3....
by monabri
May 18th, 2019, 6:22 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3014

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

My state pension NI contributions are short of the maximum so I need to do something about this also. I think you can voluntary pay but it is quite a sum and as there is a reasonable chance I will come back to my senses and go back to work it seems silly to pay for it twice - mid life crisis ;) You...
by monabri
May 18th, 2019, 5:34 pm
Forum: Investment Trusts and Unit Trusts
Topic: Scottish Mortgage and the Eighth Wonder
Replies: 17
Views: 1455

Re: Scottish Mortgage and the Eighth Wonder

5 for 1 June 2014.

https://www.dividenddata.co.uk/dividend ... y?epic=SMT

The page shows the adjusted dividend ( all rebased) - there is also an option to view the unadjusted dividends if one is interested.
by monabri
May 17th, 2019, 4:58 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3014

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

Where will growth come from over the next n years. I'd have a shufty through : https://www.starcapital.de/en/footernavigation/disclaimer/?redirect_url=%2Fen%2Fresearch%2Fresearch-in-charts%2F The indication of the research is that some countries are good value and others not so good (over valued). T...
by monabri
May 17th, 2019, 4:29 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 86
Views: 3014

Re: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)

Aren't you comparing apples with pears? The aim of the pension fund investment being to grow until you decide that it's time to put your feet up. Then it's a question of what you do with the pension fund. The HYP approach was a suggested means to generate an income (and it might, in time, give a lit...
by monabri
May 17th, 2019, 12:24 pm
Forum: Company Share news (LSE Main Market)
Topic: National Grid (NG.)
Replies: 26
Views: 1008

Re: National Grid (NG.)

And therein lies the problem. The difference is all too subtle for a chap like me and apparently many others. However I daresay if it keeps most happy......... Dod The subtlety eludes me as well. In addition, I feel sorry for idpickering as it must surely have increased the "voluntary work&quo...
by monabri
May 16th, 2019, 5:50 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: My Portfolio Year 5
Replies: 12
Views: 583

Re: My Portfolio Year 5

I'm guessing that as a HYP builder, minerjoe has taken advantage - to some extent - of buying shares such as Petrofac, Aviva, BATS as low prices - i.e. when the derriere has fallen out of them share price wise ? Seems a more sensible course of action than buying when they are top dollar.
by monabri
May 16th, 2019, 5:41 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Specific discussion of Luni's zones, moved from earlier Vodafone thread
Replies: 45
Views: 625

Re: Specific discussion of Luni's zones, moved from earlier Vodafone thread

Direct Line ("Life" ;) ) pays a special - that's why the yield is high. The normal dividend (historical 12m) was 21p with a chunky special of 8.3p. Based on today's closing prices we have yields of 6.45% / 9.00%. The higher yield being covered 1.6x. Debt is ~£325m (and has been reducing). ...
by monabri
May 15th, 2019, 10:11 pm
Forum: High Yield Shares & Strategies - general
Topic: Whether HYP (as defined in the guidelines) works
Replies: 151
Views: 3071

Re: Whether HYP (as defined in the guidelines) works

I take it nobody bothered to read the I.C. article? I did - thank you for the link. I note Mr Oakley centres on the use of Free Cash Flow in his discussion on dividend sustainability - something that we have also considered/used here at TLF. From the article that Bouleversee provided a link to abov...
by monabri
May 15th, 2019, 2:09 pm
Forum: Company Share news (LSE Main Market)
Topic: TUI Travel (TUI)
Replies: 2
Views: 202

Re: TUI Travel (TUI)

Morning all Half year results here https://www.investegate.co.uk/article.aspx?id=20190515070017ERMGX and good luck ploughing through all the figures! They are in my HYP and after a robust start this morning, the yield looks to be increasing... :? Cheers, OLTB. And now the yield is decreasing....
by monabri
May 14th, 2019, 6:21 pm
Forum: Financial Software - Discussion
Topic: BRCI changes name to BERI (HYPTUSS)
Replies: 1
Views: 155

BRCI changes name to BERI (HYPTUSS)

viewtopic.php?p=221599#p221599


This has now happened- Hyptuss will not be picking up the correct share values unless one modifies the look up sheet.

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