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by Gengulphus
July 17th, 2019, 6:58 pm
Forum: Biscuit Bar
Topic: Referendum - The free vote to eject SR
Replies: 11
Views: 562

Re: Referendum - The free vote to eject SR

I don't think there is any danger of this, but just in case...

The day this site starts really holding free votes to eject people is the day I will choose to leave it of my own free will!

Gengulphus
by Gengulphus
July 17th, 2019, 5:36 pm
Forum: High Yield Shares & Strategies - general
Topic: Highest yielding shares underperformed FTSE 100 over five years
Replies: 119
Views: 1911

Re: Highest yielding shares underperformed FTSE 100 over five years

far from studying reports and trading updates How does one check "net gearing of under 50%", "high borrowings" without looking at an annual report? There were also other items that a prospective investor could only reach within a Annual Report, or are you suggesting that Investo...
by Gengulphus
July 17th, 2019, 4:17 pm
Forum: High Yield Shares & Strategies - general
Topic: Highest yielding shares underperformed FTSE 100 over five years
Replies: 119
Views: 1911

Re: Highest yielding shares underperformed FTSE 100 over five years

You said I had no idea what HYP means. And i was misleading by suggesting variations. So HYP on practical board is a "variation" of the true concept? No. HYP on the HYP Practical board is a short name for a type of strategy & for portfolios run according to strategies of that type. Th...
by Gengulphus
July 17th, 2019, 9:14 am
Forum: Games, Puzzles and Riddles
Topic: Knights
Replies: 3
Views: 323

Re: Knights

Well solved, Dom. This is also my solution, with its rotational symmetry. I did wonder, though, whether it is unique. But probably not. Well, I take it you mean "essentially unique", "unique up to reflection" or something similar, because obviously its mirror image is a non-iden...
by Gengulphus
July 16th, 2019, 6:39 pm
Forum: Games, Puzzles and Riddles
Topic: Triangle
Replies: 9
Views: 792

Re: Triangle

One minor point to add to modellingman's answer: he starts it with "The triangle has sides a, b and c in decreasing order of length." but it isn't immediately obvious where he uses that order. The following proof (which I must have first been told around 45 years ago, and it was clearly no...
by Gengulphus
July 16th, 2019, 3:09 pm
Forum: Biscuit Bar
Topic: Can nothing be done about the spam?
Replies: 41
Views: 1577

Re: Can nothing be done about the spam?

Now that it's become apparent from this thread what it's about (and I've caught up enough from a few days away), I think it's probably worth reminding everybody of a few of the site rules : * To make this a valued and successful discussion forum, LemonFool asks all users to be respectful, understand...
by Gengulphus
July 15th, 2019, 1:01 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: OLTB's HYP - Topped up ITV and WPP
Replies: 16
Views: 1104

Re: OLTB's HYP - Topped up ITV and WPP

I would also look at both the dividend and dividend growth rates for each share and derive an estimate of divi growth rate for the portfolio as a whole. Share A % x growth % = x % Share B % x growth % = y % Share C % x growth % = z% Them add up x,y &z to obtain a current estimate of divi growth...
by Gengulphus
July 10th, 2019, 8:13 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: OLTB's HYP - Topped up ITV and WPP
Replies: 16
Views: 1104

Re: OLTB's HYP - Topped up ITV and WPP

For an 18 sector HYP, I'm not too sure what an acceptable level of income from one constituent should be, but from my own comfort level, I certainly wouldn't want to exceed 10% and maybe even 7.5% ( so that rules out Persimmon and Imperial Brands). I know that TJH sets a limit at 5%, but he has mor...
by Gengulphus
July 9th, 2019, 4:41 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: OLTB's HYP - Topped up ITV and WPP
Replies: 16
Views: 1104

Re: OLTB's HYP - Topped up ITV and WPP

SI would dictate that I top-up Persimmon as it offers the highest yield, followed by Imperial Brands, then SSE etc. If I assume that by SI, you mean "Strategic Ignorance", what strategic ignorance actually suggests is that you should ignore all opinions about what long-term futures the co...
by Gengulphus
July 9th, 2019, 2:17 pm
Forum: High Yield Shares & Strategies - general
Topic: HYP Focus
Replies: 14
Views: 736

Re: HYP Focus

Now with the TLF investment boards, in almost every case there is just one board for the topic. If I want to criticise some aspect of Technical Analysis or Investment Trusts, there is a place for that. HYP is the outlier because it has two boards, ... Not so much of an outlier - "technical ana...
by Gengulphus
July 9th, 2019, 12:21 pm
Forum: High Yield Shares & Strategies - general
Topic: Selection of underperforming shares
Replies: 80
Views: 2250

Re: Selection of underperforming shares

Another example of the same 'logic': the statement "death is a consequence of swallowing significant amounts of potassium cyanide" is obviously complete rubbish, because plenty of people have died who have never swallowed significant amounts of potassium cyanide. I am loath to question so...
by Gengulphus
July 9th, 2019, 11:43 am
Forum: High Yield Shares & Strategies - general
Topic: HYP Focus
Replies: 14
Views: 736

Re: HYP Focus

I.e. this board [the HYP Practical board] is unsuitable for "are HYP strategies good or not?" debates for basically the same reason that if one wants to have a good political debate about the relative merits of the different parties' policies, one should not try to start it in a meeting o...
by Gengulphus
July 9th, 2019, 11:12 am
Forum: Biscuit Bar
Topic: Can nothing be done about the spam?
Replies: 41
Views: 1577

Re: Can nothing be done about the spam?

If it's that tin that's been sitting at the back of your cupboard for years, open it and take a sniff. If it smells fine (or at least, as fine as spam ever smells!), maybe spam fritters? If not, chuck it...

;-)

Gengulphus
by Gengulphus
July 8th, 2019, 1:04 pm
Forum: High Yield Shares & Strategies - general
Topic: HYP Focus
Replies: 14
Views: 736

Re: HYP Focus

"Discussion of potential shares, and of shares which have been selected in the past, is acceptable on the HYP Practical Board" Rules are not suggesting ... only discuss if bullish and pro HYP You seem to be failing to find the most relevant bit: "A long term buy and hold (LTBH) of th...
by Gengulphus
July 8th, 2019, 10:54 am
Forum: High Yield Shares & Strategies - general
Topic: Selection of underperforming shares
Replies: 80
Views: 2250

Re: Selection of underperforming shares

A recent comment from the HYP - Practical Board in the context of those disappointed with the price performance of their selections. Often the accent has been on total return, rather than income generation. To do so misses the whole point of the exercise. Total return is a consequence of the genera...
by Gengulphus
July 8th, 2019, 10:44 am
Forum: High Yield Shares & Strategies - general
Topic: Selection of underperforming shares
Replies: 80
Views: 2250

Re: Selection of underperforming shares

It is absolutely incorrect to say that total return is a consequence of the generation of income. The whole point about total return is that it is the aggregate of return from income and the return from capital. What I suppose the quote intended to say was that capital growth is a consequence of th...
by Gengulphus
July 8th, 2019, 9:11 am
Forum: High Yield Shares & Strategies - general
Topic: Selection of underperforming shares
Replies: 80
Views: 2250

Re: Selection of underperforming shares

- if one ignores part of its returns But isn't that what those who profess to following the doctrines of "HYP" do? They congratulate themselves on achieving a higher income than they might have got from investing in a FTSE 100 tracker, but are reluctant to check whether they've lost or un...
by Gengulphus
July 7th, 2019, 2:45 pm
Forum: Biscuit Bar
Topic: Should the Company Analysis board be renamed Fundamental Analysis?
Replies: 5
Views: 490

Re: Should the Company Analysis board be renamed Fundamental Analysis?

IIRC, the point was raised that like 'technical analysis', 'fundamental analysis' can be done for other things besides companies. That was IMHO slightly outweighed by the fact that companies can be analysed in other ways besides 'fundamental analysis' (pedantically, I don't think they include 'techn...
by Gengulphus
July 7th, 2019, 2:16 pm
Forum: High Yield Shares & Strategies - general
Topic: Selection of underperforming shares
Replies: 80
Views: 2250

Re: Selection of underperforming shares

One question springs to mind, was this analysis on the “standard” market index or the total return index? The total-return indices. I did say so: To give a concrete example: suppose that I'm a HYPer who wants to know whether my HYP strategy A would be better replaced with one that avoids high yield...
by Gengulphus
July 7th, 2019, 12:15 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Lloyds Banking Group
Replies: 11
Views: 995

Re: Lloyds Banking Group

Although they don't account for it as a profit in terms of accounting, the net equity per share goes up. Yes - the amount of the accounting estimate goes up - but it's still not a liability. And if one were to take the alternative way of looking at things I mentioned, it's just as much an accountin...

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