Search found 254 matches

by Walrus
May 12th, 2019, 9:40 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Big Week for Vod
Replies: 46
Views: 3434

Re: Big Week for Vod

Seriously? Is this for real? It was front page of the Sunday Times today. Seriously I give up. Just delete my account please I'm done with this. Walrus, I'm going to respond to this, even though I probably shouldn't. I'm a journalist of 30 years standing. A decent chunk of what I do is financial jo...
by Walrus
May 12th, 2019, 8:29 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Big Week for Vod
Replies: 46
Views: 3434

Re: Big Week for Vod

At present this is all just speculation, and Walrus' comments about consigning his or her HYP to the knacker's yard are off-topic. If anyone has any hard information, then post it. But please don't post idle speculation. -- MDW1954 Seriously? Is this for real? It was front page of the S...
by Walrus
May 12th, 2019, 8:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Big Week for Vod
Replies: 46
Views: 3434

Re: Big Week for Vod

At present this is all just speculation, and Walrus' comments about consigning his or her HYP to the knacker's yard are off-topic. If anyone has any hard information, then post it. But please don't post idle speculation. -- MDW1954 Seriously? Is this for real? It was front page of the S...
by Walrus
May 12th, 2019, 3:01 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Big Week for Vod
Replies: 46
Views: 3434

Big Week for Vod

Looks like this could be an interesting meeting this week. I read in the Times the dividend is to be cut. We have our money man CEO Nick Read adamant it's not. We have a NZ sale on the horizon, a liberty deal, and expensive 5G auctions on going in Germany. In a backdrop of negativity price has been ...
by Walrus
May 11th, 2019, 12:46 pm
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 37
Views: 1996

Re: Dog Conviction fund

Well one month in and the Dog Conviction Fund has had a shocking start. Three double digit losers and a chunky loss in BT. Petrofac -18% Centrica -15% Imperial - 13% BT -6% This fund has been seriously bad for your health if you are chaser of dogs. Bright spots are Apple up 3%, GVC up 2 percent and...
by Walrus
May 10th, 2019, 8:35 am
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 37
Views: 1996

Re: Dog Conviction fund

Hariseldon58 wrote:The dangers of capturing a falling knife ?



It has only been a month, but this is already an eye opener for me around dangers of single stock picking, to have 3 absolute stinkers in a fairly flat market is somewhat sobering.
by Walrus
May 10th, 2019, 7:46 am
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 37
Views: 1996

Re: Dog Conviction fund

Well one month in and the Dog Conviction Fund has had a shocking start. Three double digit losers and a chunky loss in BT. Petrofac -18% Centrica -15% Imperial - 13% BT -6% This fund has been seriously bad for your health if you are chaser of dogs. Bright spots are Apple up 3%, GVC up 2 percent and ...
by Walrus
May 9th, 2019, 6:51 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Half Yearly Report
Replies: 103
Views: 5038

Re: Imperial Brands Half Yearly Report

To get back on topic, IMB rose 2% in a falling market today. It seems others are positive about the share. Ian. Ian This is known as the HYP buying bounce :D some stuff removed in a variety of off-topic comments, including some at the authors' own requests, in a series of posts here and below, ...
by Walrus
May 9th, 2019, 8:47 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Half Yearly Report
Replies: 103
Views: 5038

Re: Imperial Brands Half Yearly Report

I hold IMB and tomorrow I will be topping-up my holding, using my broker's monthly regular cheap investing process. I am therefore somewhat pleased about the drop in share price yesterday. :) Ian I know I said yesterday that I wasn't going to buy any more IMB, but it's so tempting. Much like I took...
by Walrus
May 8th, 2019, 8:24 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Half Yearly Report
Replies: 103
Views: 5038

Re: Imperial Brands Half Yearly Report

On Track to Deliver FY19 · Net revenue up +2.5% driven by strong NGP growth and a good underlying tobacco performance · Tobacco benefiting from strong price/mix while volumes temporarily affected by shipment timings · NGP revenues of £148m (£158m pre IFRS 15) up +245% with growth in Europe, the US ...
by Walrus
May 8th, 2019, 6:34 am
Forum: Company Share news (LSE Main Market)
Topic: Petrofac Limited (PFC)
Replies: 78
Views: 4883

Re: Petrofac Limited (PFC)

I've been tempted to go back in again after today's 11% loss, taking the price back down to £4.67, but I'm slightly more wary this time, as the bribery issues do seem to be having a material effect, at least in Iraq - https://www.sharecast.com/news/news-and-announcements/petrofac-plunges-after-iraq...
by Walrus
May 5th, 2019, 10:29 pm
Forum: Biscuit Bar
Topic: Metrics around Site Usage
Replies: 4
Views: 659

Metrics around Site Usage

Good Evening

Are there any metrics around Site Usage. I feel like there has been a significant decline in volume of posts the last few months and I wondered if there was any truth in this or whether I am mistaken?

Regards

Walrus
by Walrus
May 5th, 2019, 7:56 pm
Forum: Investment Trusts and Unit Trusts
Topic: JISA for Daughter
Replies: 9
Views: 1049

Re: JISA for Daughter

I take the opposite view to that of the previous poster. 15 to 10 years ago it would have been no-brainer to feed £100 a month into one of the globalist ITs. But that was 15 to 10 years ago and all those appetising double-digit discounts then on offer is now a distant memory. The general state of t...
by Walrus
May 5th, 2019, 11:39 am
Forum: High Yield Shares & Strategies - general
Topic: Sitting on My Hands
Replies: 2
Views: 917

Sitting on My Hands

As somewhat a follow up to Time to plough more in, I'm currently sat on this year's ISA allowance, a couple of months of dividends and the proceeds from my sales of UU and Lloyds roughly 20 percent in cash now at the overall portfolio level. This has left my HYP relatively balanced and nothing is a ...
by Walrus
May 4th, 2019, 6:02 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HSBC 1Q19 EARNINGS RELEASE
Replies: 19
Views: 1395

Re: HSBC 1Q19 EARNINGS RELEASE

Well, that says it all, doesn't, about how this board is "progressing". Poor old Ian isn't allowed to comment on his post being hijacked, and no one else is permitted to have any sort of conversation which is even slightly tangential.. Poor old Ian's post was totally off-topic, as were th...
by Walrus
May 4th, 2019, 5:03 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HSBC 1Q19 EARNINGS RELEASE
Replies: 19
Views: 1395

Re: HSBC 1Q19 EARNINGS RELEASE

A few off-topic posts regarding my handling of a reported post have been removed. - Chris Well, that says it all, doesn't, about how this board is "progressing". Poor old Ian isn't allowed to comment on his post being highjacked, and no one else is permitted to have any sort of conversati...
by Walrus
May 4th, 2019, 10:17 am
Forum: Investment Trusts and Unit Trusts
Topic: JISA for Daughter
Replies: 9
Views: 1049

JISA for Daughter

Well I have just extended my likely retirement point by gaining a daughter :D So I have been mulling over starting a JISA for her. Obviously this will be invested for the long term so really looking at equities here and I envisage investing monthly into it prob around the 100 pounds mark. On the inv...
by Walrus
May 2nd, 2019, 10:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: How many shares in a HYP?
Replies: 86
Views: 3424

Re: How many shares in a HYP?

Choose at least 15 shares, all or almost all from the FTSE100. Ensure their sectors are diversified. * Invest equal amounts in each share. That does not say what Gengulphus was asking about i.e. that sectors have to be equal weight, not shares. I always thought, perhaps wrongly, that the only place...
by Walrus
April 29th, 2019, 10:03 am
Forum: Company Share news (LSE Main Market)
Topic: Lloyds (LLOY)
Replies: 32
Views: 2426

Re: Lloyds (LLOY)

This from TMF, written by Harvey Jones; Here’s why I’d buy the Lloyds share price over the FTSE 100 Full-steam ahead Which is exactly what FTSE 100 fixture Lloyds Banking Group (LSE: LLOY) has been doing lately. Becalmed for years, its share price is now going at rate of knots, up 17% in the last t...
by Walrus
April 29th, 2019, 10:00 am
Forum: Biscuit Bar
Topic: it's raining deletions
Replies: 63
Views: 2465

Re: it's raining deletions

Perhaps the solution is to make arb, dod et al moderators? They will end up moderating each other to oblivion. Certain posters do a lot of reporting of posts which they disagree should be there. If the moderator agrees with the report, the post is deleted. If not, a PM may go to the objector and th...

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