Search found 334 matches

by YeeWo
November 15th, 2019, 11:21 pm
Forum: Company Share news (LSE Main Market)
Topic: Pure Circle (PURE)
Replies: 4
Views: 140

Re: Pure Circle (PURE)

He is staying on as an adviser to the chairman John Slosar is The Chairman of Purecircle seemingly. Mr Slosar was a Swire Group lifer in Hongkong and got Cathay Pacific into big-trouble when Slosar (CX Chairman) told a press-conference “We certainly wouldn’t dream of telling them what they have to ...
by YeeWo
November 14th, 2019, 12:02 am
Forum: Mining & Metals
Topic: Ferrexpo (FXPO)
Replies: 3
Views: 880

Re: Ferrexpo (FXPO)

Just doing some non-company specific "digging" in the "Screener" section of my brokerage AC. Clearly Yields are high, SP's low?, in the mining sector: - | Cover| Yield | SP | P/E | Mkt Cap BHP Group | 1.32 | 6.18% | 1,676.80p | 12.2 | £89,272.83 Rio Tinto | 1.67 | 5.86% | 4,076.5...
by YeeWo
November 12th, 2019, 4:28 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone Half Yearly Report
Replies: 53
Views: 1528

Re: Vodafone Half Yearly Report

Just watched about 45 minutes of the Investor Presentation, superficial conclusions: - - The debt used to make acquisitions and, arguably, pay dividends is servicable and will be far more sustainable as the business reduces costs. - A business model focussed on scale operation and avoiding endless p...
by YeeWo
November 2nd, 2019, 7:58 pm
Forum: Brokers and Share Dealing
Topic: HSBC going west?
Replies: 20
Views: 1978

Re: HSBC going west?

A word was put in my shell-like yesterday by a petit oiseaux in HSBC. It seems they are working on a new platform to be introduced next year. No details were given but that's already a lot to hear from a mere oiseaux...............HSBC's current site is frequently described as a clunker so surely w...
by YeeWo
October 14th, 2019, 1:47 pm
Forum: Brokers and Share Dealing
Topic: HSBC going west?
Replies: 20
Views: 1978

Re: HSBC going west?

I was astonished to read that HSBC's interim head is contemplating what appeared to be a retreat from share dealing. Where did you read this? I can't imagine it is very profitable for HSBC as they do only charge £42 per annum for an account. that-said they are way behind HL et al in user functional...
by YeeWo
October 13th, 2019, 12:02 pm
Forum: Investment Trusts and Unit Trusts
Topic: JPM UK Equity Core Class E Quarterly Accumulation Fund
Replies: 9
Views: 1616

Re: JPM UK Equity Core Class E Quarterly Accumulation Fund

though the latter will have also been paying dividends so I don't know how to compare. Please have a look at “XIRR” posts on this site. A very kindly-soul “Jon46” gave me tonnes of assistance in this regard, all documented on this site. An appreciation of the Mathematical Power of XIRR May be a goo...
by YeeWo
October 3rd, 2019, 2:58 pm
Forum: Portfolio Management & Review
Topic: The (melting) Snowball 2018 - YeeWo's AR
Replies: 5
Views: 2011

Q3 - 2019

| 04-Jan | %P | XIRR | 04-Oct | %P | XIRR | YTD SP +/- SN | £14.33 | 5.2% | 11.18% | £18.35 | 4.9% | 17.23% | 28.1% DGE | £27.41 | 3.7% | 11.75% | £32.60 | 7.7% | 13.17% | 18.9% ULVR | £41.52 | 5.6% | 12.10% | £47.74 | 7.5% | 13.01% | 15.0% IHG | £42.12 | 3.8% | -2.18% | £48.09 | 3.6% | 6.57% | 14....
by YeeWo
September 26th, 2019, 8:47 am
Forum: Lemon Socials
Topic: TLF Autumn Social 2019
Replies: 9
Views: 1988

Re: TLF Autumn Social 2019

https://www.shastonarms.co.uk/

The above Pub, off Carnaby street allows reservation of a bank of tables at the back of the venue.

Might be an idea?

I'm up for it........
by YeeWo
September 6th, 2019, 9:55 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Good buy RIO - RTZ
Replies: 17
Views: 2003

Re: Good buy RIO - RTZ

Originally bought130 @ £38 as recommended by tjh. Have today bought 70 @£39 to take to full holding in my ISA. So far so good, price does seem to move about a great deal. As long as divi is maintained i'll be happy. regards Dick. Date | Type | No. | SP | Price | Fee | XIRR flow | | 03-Oct-18 | BUY ...
by YeeWo
August 29th, 2019, 10:49 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: HSBC Interim Report Part 1 0f 2
Replies: 5
Views: 1377

Re: HSBC Interim Report Part 1 0f 2

Thanks Ian, you are a star but I wish they would incease the dividend instead of buying back the shares. In Hongkong, apparently, lots of the dividend payout is taken in the form of Scrip shares. Scrip allows the bank to print it's own payout effectively. I really wish that HSBC would make, at leas...
by YeeWo
August 27th, 2019, 8:27 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: G4S plc - Review of Separation Options for G4S Cash Solutions
Replies: 4
Views: 571

Re: G4S plc - Review of Separation Options for G4S Cash Solutions

"British contractor G4S plans to spin off its cash-handling business as a separate listed company in the first half of 2020, leaving it focused on security services, in the culmination of a six-year overhaul." https://www.ft.com/content/a67e058e-ba6a-11e9-96bd-8e884d3ea203 Does anybody wh...
by YeeWo
August 27th, 2019, 8:16 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: OLTB's HYP - complimenting Persimmon
Replies: 7
Views: 1282

Re: OLTB's HYP - complimenting Persimmon

OLTB wrote:I have been considering bringing in Ibstock (IBST)
I've had similar thoughts, the Spirit of Lords Hanson & White must be looking down on us. Tobacco and Bricks were the sought of businesses Hanson loved.
OLTB wrote:Yield is a mediocre 4.48%, but it has just announced a special
This is one helluva-year for Specials IHG, Coca-Cola HBC, Rio Tinto and others in my portfolio have paid out bumper amounts. I've never known a year like it, is it perhaps the top of the cycle? Opinions gratefully sought!
by YeeWo
August 11th, 2019, 2:44 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HSBC the Future
Replies: 34
Views: 3000

Re: HSBC the Future

There's an excellent article in this week's Economist, which is broadly very positive on HSBC and Mark Tucker. MDW1954 I didn't perceive said-article to be "very positive", I thought it was an excellent article insofar as it outlined the problems HSBC has. £1.2bn LOSS in the UK, Sub-scale...
by YeeWo
August 10th, 2019, 8:08 pm
Forum: High Yield Shares & Strategies - general
Topic: Sell or not sell
Replies: 84
Views: 5541

Re: Sell or not sell

FWIW my 2p's worth: - - XIRR metrics applied to all investments are critically important, Capital Gains or Dividends Received are benchmarked on an equal basis. The XIRR figure reflects equally allowing proper analysis of whether the investment has worked-out. - 15 to 25 stocks should provide adequa...
by YeeWo
August 2nd, 2019, 9:37 am
Forum: Investment Strategies
Topic: Investment indecision
Replies: 22
Views: 3989

Re: Investment indecision

B) invest in buy-to-let property (note: I have no property on my own, but I'm not paying rent at the minute). This would be done through a SPV limited company and achieved without resorting to a mortgage. The aim would be to build a portfolio to be an important source of passive income once I retir...
by YeeWo
July 30th, 2019, 8:56 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: AstraZeneca: Where Has All the Cash Gone?
Replies: 82
Views: 7176

Re: AstraZeneca: Where Has All the Cash Gone?

You surprise me a little. I thought you would turn away from GSK on the grounds that the dividend hasn't gone anywhere for a long time, and neither is there any compensation in the share price growth. Surely, not your sort of investment? Arb. Not very HYP-ish, but I'm sure you're aware GSK is in th...
by YeeWo
July 29th, 2019, 1:51 pm
Forum: High Yield Shares & Strategies - general
Topic: AstraZeneca and stop losses -- moved from HYP-P
Replies: 23
Views: 3631

Re: AstraZeneca and stop losses -- moved from HYP-P

I hold, and see no reason to sell. I do, however, have a top-slice target of 7060p. 7085p as I type. What methodology had you used to arrive at 7060p? Presumably you're selling-some Now!(??). A similar methodology to that employed by tjh290633. At 7060p, I was one third overweight on AZN, so trimme...
by YeeWo
July 29th, 2019, 10:12 am
Forum: High Yield Shares & Strategies - general
Topic: AstraZeneca and stop losses -- moved from HYP-P
Replies: 23
Views: 3631

Re: AstraZeneca and stop losses -- moved from HYP-P

On the HYP practical Board I have just commented that I have top sliced this morning at £70.00. There was no methodology for me; it is just a nice round number. The question now is where to put the proceeds. It was to have been Glaxo but they are currently over £17. Dod StanChart & HongkongBank...
by YeeWo
July 29th, 2019, 10:09 am
Forum: Investment Trusts and Unit Trusts
Topic: Money Obersver IT Portfolios
Replies: 8
Views: 3513

Re: Money Obersver IT Portfolios

I always wonder why they pick 9 holdings for each portfolio rather than simply going for a straight 10 @ 10% each. The last 9 portfolio-managers' who bought the Journalists drinks? Advertising budgets spent in Moneyweek perhaps? Please excuse my undoubted cynicism, I would expect nothing less from ...
by YeeWo
July 29th, 2019, 10:04 am
Forum: High Yield Shares & Strategies - general
Topic: AstraZeneca and stop losses -- moved from HYP-P
Replies: 23
Views: 3631

Re: AstraZeneca and stop losses -- moved from HYP-P

77ss wrote:I hold, and see no reason to sell. I do, however, have a top-slice target of 7060p.
7085p as I type. What methodology had you used to arrive at 7060p? Presumably you're selling-some Now!(??).

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