Search found 96 matches

by onthemove
August 2nd, 2019, 9:11 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Rio Tinto 2019 half year results
Replies: 8
Views: 1003

Re: Rio Tinto 2019 half year results

With that yield*,... * or should I have said with those dividends? A few weeks ago I did the opposite. I reduced my holding by around 50%. The main reason (as well as being rather a disproportionately large holding after all the capital gains), being that since they scrapped their progressive divid...
by onthemove
June 3rd, 2019, 11:57 pm
Forum: Investment Trusts and Unit Trusts
Topic: Suspension of Woodford fund
Replies: 20
Views: 3514

Suspension of Woodford fund

Oh dear. He called that one wrong. Not the only one it would seem... https://www.bbc.co.uk/news/business-48506032 Top stock-picker Neil Woodford suspends flagship fund... Mr Woodford's firm, Woodford Investment Management, is also the biggest investor in Kier Group, the construction and services gr...
by onthemove
May 18th, 2019, 7:07 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 156
Views: 7873

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

[Continued...] Part 7 - High Yield Hiding So like others, clutching at a few big losses, I'm now thinking I might try to hide from these by buying funds, in which the losses won't feel quite so direct, far less of a punch in the stomach. But I'm not actually sure that's the issue here. I made some l...
by onthemove
May 18th, 2019, 7:06 pm
Forum: High Yield Shares & Strategies - general
Topic: Losing the faith - should I just sell and move to funds (Poor Performance / Renationalisation)
Replies: 156
Views: 7873

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

Should I be ignoring the current political environment? ... Am I better off just converting to IUKD UK Dividend and IDVY Euro Dividend iShares to reduce the worry a bit and spread the risk a bit more but then again apart from the specific shares above it is not all bad and income is quite healthy. ...
by onthemove
May 12th, 2019, 11:38 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

Tesla auto pilot in uk city driving: Impressive but still needing some manual human interventions. Can it be developed to go to full no steering wheel driving? https://youtu.be/sk0eZRVw9x4 Regards, Thanks for the link. Very informative video. But also sadly rather disappointing. When you hear stori...
by onthemove
April 19th, 2019, 1:26 pm
Forum: Property Investment Discussions
Topic: Farewell Section 21???
Replies: 30
Views: 1518

Re: Farewell Section 21???

... I am happy to trade the risk that the landlord may give me 2 months notice (knowing that usually it's in their interest to keep a good tenant in place) for the ability to leave with 1 month notice when I wish. I assume that less flexibility for the landlord is likely to end up in less for the t...
by onthemove
March 31st, 2019, 5:08 pm
Forum: How Do I Invest
Topic: ISA providers and charges
Replies: 9
Views: 1324

Re: ISA providers and charges

And I was taken aback by the colour coded table of different costs of running ISA accounts. I have some money with Hargreaves Lansdowne which the article says is the most expensive provider. Has anyone any views on whether the high charges bring any benefit, or whether for this years ISA I should o...
by onthemove
March 17th, 2019, 10:55 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

I wouldn't expect a system which couldn't at the least get safely to the side of the road after the loss of a sensor or computational component to ever be graded above L3. Genuine question - how many of todays purely electric (not hybrids) have some kind of reserve battery? If you're driving along ...
by onthemove
March 17th, 2019, 10:25 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

Yes, I understand what you are saying, but I think the composite of systems will feed into a "decision engine" that will decide what to do. I imagine that this will be called an AI system and if useful will be able to drive without any human in the vehicle and do so more safely than if it...
by onthemove
March 17th, 2019, 9:16 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

Also the idea that robotic cars that have faults can just stop isn't on, There's no redundancy in existing cars. They can and do konk out while driving along the road. The idea that self driving cars have to have some sort of extra redundancy to avoid konk outs that can and do happen with regular c...
by onthemove
March 17th, 2019, 4:16 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

The point is you don't necessarily need more sensors to solve these problems, indeed more (or different) sensors can very easily make things worse (as anyone who has worked on CEC can tell you, https://en.wikipedia.org/wiki/Cooperative_Engagement_Capability). It all depends. I dont' disagree with w...
by onthemove
March 17th, 2019, 3:01 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

It is not clear to me that Lidar systems as used by some robotic cars can be made low cost in mass production, but happy to be corrected if this is wrong. https://www.businesswire.com/news/home/20161213005517/en/Velodyne-LiDAR-Announces-Breakthrough-Design-Miniaturized-Low-Cost "...today [2016...
by onthemove
March 17th, 2019, 2:37 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

It is not clear to me that Lidar systems as used by some robotic cars can be made low cost in mass production, but happy to be corrected if this is wrong. https://www.bloomberg.com/news/articles/2019-03-06/waymo-starts-selling-sensors-to-lower-cost-of-self-driving-cars Waymo Starts Selling Sensors ...
by onthemove
March 17th, 2019, 2:19 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

It will be hugely indicative of future AI if non Lidar systems can not work better than humans. In the UK humans kill or seriously injure about 10 people per day with cars, massively more than airplane accidents & so the prize for anyone who can make a low cost non Lidar system is colossal. If ...
by onthemove
March 17th, 2019, 10:29 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2982
Views: 94609

Re: Musk endeavours

- https://seekingalpha.com/article/4248908-tesla-network-dead Interesting article. This bit also stood out to me... Worse still for Tesla is the growing number of experts calling out its approach to autonomy as fundamentally flawed due to a lack of LIDAR. As we have discussed previously, regulation...
by onthemove
March 11th, 2019, 12:28 am
Forum: Company Share news (LSE Main Market)
Topic: Dairy Crest (DCG)
Replies: 11
Views: 813

Re: Dairy Crest (DCG)

- my understanding is that it's a straightforward cash offer @ 620p. Someone thinks differently, else why are there trades above that? Like I mention above - I take the current market premium above the offer price to indicate the markets think that a higher bidder might yet enter. The current premi...
by onthemove
March 11th, 2019, 12:07 am
Forum: Macro and Global Topics
Topic: Buy Low, Sell high - But how low can you go?
Replies: 11
Views: 876

Re: Buy Low, Sell high - But how low can you go?

It is inconceivable to me that nations that have been selling stuff here will suddenly want to stop That's true - but what leverage would we have as a 1/10th the size country, compared to what we had as part of the larger EU? I'd agree in many cases status quo would seem pragmatic; but I don't see ...
by onthemove
March 10th, 2019, 11:49 pm
Forum: Macro and Global Topics
Topic: Buy Low, Sell high - But how low can you go?
Replies: 11
Views: 876

Re: Buy Low, Sell high - But how low can you go?

And basically I'm in a quandary as to what to do with approx 20% of my portfolio that's currently in cash, and really should be put to work. What are you after? Capital gains, capital preservation, growth in income? Maybe you should be looking at companies with multinational interests. Oils, Miners...
by onthemove
March 10th, 2019, 11:27 pm
Forum: Company Share news (LSE Main Market)
Topic: Dairy Crest (DCG)
Replies: 11
Views: 813

Re: Dairy Crest (DCG)

There still seemed to be a premium at Friday's closing price. There isn't by any chance a dividend entitlement payable to those holding to the bitter end? From my records they paid out their last dividend at the end of January, and I hadn't been expecting the next to go ex-div until around June. I ...
by onthemove
March 10th, 2019, 11:10 pm
Forum: Macro and Global Topics
Topic: Buy Low, Sell high - But how low can you go?
Replies: 11
Views: 876

Re: Buy Low, Sell high - But how low can you go?

My view is that, as long as dividends are rising or being held level, then it is worthwhile hanging on, even adding a new holding. Fortune favours the brave. That was largely the view I took when investing in individual shares originally, and early on that worked. But then reality reminded me why p...

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