Search found 367 matches

by PrefInvestor
November 19th, 2019, 11:03 am
Forum: Investment Strategies
Topic: US shares
Replies: 41
Views: 2998

Re: US shares

Unless DT gets impeached first ...that too might provide a good opportunity. I suppose the markets will react, but I'm not sure what the effect would be on £/$ ...... Matt Hi Matt, I keep thinking about buying some Microsoft shares, but always find something to put me off TBH. I did a bit of analys...
by PrefInvestor
November 17th, 2019, 4:56 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 134
Views: 11589

Re: the NewRiver REIT (NRR) topic

Hi Pref - I haven't changed my mind about this company since I posted this https://www.lemonfool.co.uk/viewtopic.php?p=227592#p227592 - they will come through this and in the meanwhile I can continue with the dividends. Still a happy holder with kind regards - BBB Hi BBB, Good to hear from you. I’m...
by PrefInvestor
November 13th, 2019, 5:46 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 134
Views: 11589

Re: the NewRiver REIT (NRR) topic

It recovered from its low point mid August of below 150 to go above 200 in October, but has since dropped back. http://tools.morningstar.co.uk/uk/stockreport/default.aspx?SecurityToken=0P0000M741%5D3%5D0%5DE0WWE%24%24ALL As to why? Wasn't it in the Woodford funds, but equally didn't those funds sel...
by PrefInvestor
November 13th, 2019, 12:56 pm
Forum: REITs & Property Companies
Topic: the NewRiver REIT (NRR) topic
Replies: 134
Views: 11589

Re: the NewRiver REIT (NRR) topic

Hi All, I keep an eye on how NRR is doing in my watchlists and I cant help but notice its suffering a major pullback at the moment, down to ~184ish. Would be interested to know the cause of whatever is going on. Admittedly I dont see the retail situation having improved one a whole lot, as borne out...
by PrefInvestor
November 5th, 2019, 3:02 pm
Forum: Investment Strategies
Topic: Investing in Green Infrastructure Funds (ITs)
Replies: 197
Views: 12622

Re: Investing in Green Infrastructure Funds (ITs)

Hi richfool, I already have a full allocation of FSFL as otherwise I might well have done that. But I’m low on NESF hence my plan.

Doing a bit of yield hopping here really, swapping a 4.5% yield for a 5.5% one, for an investment I think may have topped.

ATB

Pref
by PrefInvestor
November 5th, 2019, 11:31 am
Forum: Investment Strategies
Topic: Investing in Green Infrastructure Funds (ITs)
Replies: 197
Views: 12622

Re: Investing in Green Infrastructure Funds (ITs)

Hi All, Well just sold the rest of my UKW today at 147.5. Cant see that they can go much higher (famous last words !). Now at ~20% premium and dividend yield down to ~4.5%. Planning to use the proceeds to top up on NESF when they go XD next Thursday, yield there ~5.7%, premium a slightly more reason...
by PrefInvestor
October 22nd, 2019, 12:36 pm
Forum: Investment Strategies
Topic: Investing in Green Infrastructure Funds (ITs)
Replies: 197
Views: 12622

Re: Investing in Green Infrastructure Funds (ITs)

Hi All, Well UKW just continuing to plough ahead now 148.5ish and at a premium of over 20% !?. No reason for it that I can see, be interested if anyone knows why its happening.

If it gets to 150 I'm going to sell the rest of mine and use the cash to buy a cheaper one.

ATB

Pref
by PrefInvestor
October 21st, 2019, 12:56 pm
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 66
Views: 4444

Re: Selling Unilever?

As Pref must know no share goes upwards in a straight line, not upwards for ever. It has fallen back over the last few weeks but that is hardly surprising. I took some profits at £50 so I am perfectly happy with it, although it amuses me that we have such discussion about Unilever on this High Yiel...
by PrefInvestor
October 20th, 2019, 10:49 am
Forum: High Yield Shares & Strategies - general
Topic: Selling Unilever?
Replies: 66
Views: 4444

Re: Selling Unilever?

ULVR has been meteoric over the last few months and a good hedge against the struggling pound. Hi digitaria, “meteoric” as in falling to earth at a rate of knots do you mean ?. Down a mere 13% since mid October from 53xx to 46xx. Granted it was up nicely at the start of the year and the TR charts s...
by PrefInvestor
October 19th, 2019, 10:46 am
Forum: Financial Software - Discussion
Topic: Automating retrieval of OEIC prices in Excel
Replies: 8
Views: 3064

Re: Automating retrieval of OEIC prices in Excel

Hi iambic, There are a variety of possible solutions to the problem of automatically updating a portfolio which contains stocks, IT, ETF and OEIC prices and there are many useful posts on this site giving solutions. However some require use of google sheets, others work by screen scraping which can ...
by PrefInvestor
October 16th, 2019, 4:35 pm
Forum: Investment Strategies
Topic: Investing in Green Infrastructure Funds (ITs)
Replies: 197
Views: 12622

Re: Investing in Green Infrastructure Funds (ITs)

Hi All, Well for some reason UKW rose to 146.6 today reducing the yield to about 4.6%, premium now 18.7%. I couldn’t resist selling half my holding at that price as there are numerous places that I can get a safe 6% so I figured I’d sell and take route. None of the other Green ITs seem to be doing a...
by PrefInvestor
October 10th, 2019, 10:32 pm
Forum: High Yield Shares & Strategies - general
Topic: Diversifying away from the UK through IT
Replies: 59
Views: 3604

Re: Diversifying away from the UK through IT

I have mainly stuck with shares over EFT's or IT's as I am unfortunately with HL so the fees for holding shares are a max £200 a year where as holding funds in a HL SIPP is on the more expensive end of the scale (or so I was led to believe, happy for that view to be challenged if it's no longer the...
by PrefInvestor
October 9th, 2019, 12:57 pm
Forum: High Yield Shares & Strategies - general
Topic: RDSB - Nigeria Court Case
Replies: 7
Views: 1510

Re: RDSB - Nigeria Court Case

Hi dspp, Thanks for the chart in your previous post it is interesting. Just not sure that it addresses the cost issues that might come out of these two Nigeria related court cases, which sound like they might be significant to me. I am confident that these days that Shell ARE a more environmentally ...
by PrefInvestor
October 8th, 2019, 9:15 pm
Forum: High Yield Shares & Strategies - general
Topic: RDSB - Nigeria Court Case
Replies: 7
Views: 1510

Re: RDSB - Nigeria Court Case

Well those articles are a lot more positive for Shell than the ones that I was looking at, see below:- https://qz.com/399765/nigerias-delta-oil-spill-clean-up-will-cost-shell-billions-of-dollars-over-30-years/ https://www.offshore-technology.com/features/shell-and-enis-opl-245-deal-a-catalogue-of-sc...
by PrefInvestor
October 8th, 2019, 6:34 pm
Forum: High Yield Shares & Strategies - general
Topic: RDSB - Nigeria Court Case
Replies: 7
Views: 1510

RDSB - Nigeria Court Case

Hi All, Read a few things about this online and it sounds like it could be a big deal given the extent of the damage to the Niger Delta etc. and impact on peoples lives there. Been brewing a very long time I think and I get the impression that there are court cases going on ATM in both the UK and Ho...
by PrefInvestor
October 8th, 2019, 8:46 am
Forum: Investment Strategies
Topic: Investing in fags, vapes and hash
Replies: 64
Views: 3308

Re: Investing in fags, vapes and hash

Have just sold 31 more of our IMBs at 1833p, and raised my stop loss to sell the remainder (only 32 now) if the SP falls to 1700p. Matt Hi Matt, Good for you. The health impact of cigarettes have been known for a long time, but not accepted by many and ignored by many others. Not in the least surpr...
by PrefInvestor
October 7th, 2019, 11:59 am
Forum: Investment Strategies
Topic: Investing in fags, vapes and hash
Replies: 64
Views: 3308

Re: Investing in fags, vapes and hash

I disagree slightly in so far as I believe that your classification is overly simplistic. I am of another group. The key difference is that of cannabis. Group 'C' ⋅ I believe the use of nicotine related products will probably decline, and/or be taxed more heavily ⋅ I believe the...
by PrefInvestor
October 7th, 2019, 8:31 am
Forum: Investment Strategies
Topic: Investing in fags, vapes and hash
Replies: 64
Views: 3308

Re: Investing in fags, vapes and hash

Hi Again All, Well it seems to me that we likely have two groups of people who see the prospects for the tobacco companies very differently. Group A are likely to have had positive experiences with investing in the stocks over the years, be positive (or at least agnostic) to smoking/vaping/cannabis ...
by PrefInvestor
October 6th, 2019, 12:47 pm
Forum: Investment Strategies
Topic: Investing in fags, vapes and hash
Replies: 64
Views: 3308

Re: Investing in fags, vapes and hash

Dod101 wrote: Today, even at the current depressed price, my holding is worth £18,700. That is a good investment by any standards.

LTBH? Not a bad idea.

Dod


Hi Dod, Yes but what was your holding worth 3 years ago say Oct 2016 ?. Substantially more I'm guessing.....

ATB

Pref
by PrefInvestor
October 6th, 2019, 12:43 pm
Forum: Investment Strategies
Topic: Investing in Green Infrastructure Funds (ITs)
Replies: 197
Views: 12622

Re: Investing in Green Infrastructure Funds (ITs)

Could I ask if anyone has looked at, owns or has any views on GABI (Gravis asset backed) or GFC (Gravis infrastructure). Both have similar features to the Green infra trusts; however not RPI linked, ~50% senior loan notes so look arguably more diversified, a bit less risky and more like a fixed inc...

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