Search found 277 matches

by YeeWo
November 16th, 2018, 1:46 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: The Tobaccos
Replies: 95
Views: 3095

Re: The Tobaccos

I’ve pencilled in a top up of BATS for next month myself. Fluctuations in sp don’t bother me to much to be honest, and buying that juicy yield, without over exposing to BATS shares, is a sound move imho. Ian. I've been adding BATS in various degrees all year. £0.488p per share dividend quarterly re...
by YeeWo
November 13th, 2018, 8:38 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: The Tobaccos
Replies: 95
Views: 3095

Re: The Tobaccos

but I'm not entirely convinced that the writing is on the wall for the industry just yet. In particular, with legalisation of cannabis for recreational use becoming more widespread (Canada, 20% of US states), ISTM that Big Tobacco is well placed to become Big Weed. BAT's purchase of the 52% of Reyn...
by YeeWo
November 13th, 2018, 3:26 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve
Replies: 30
Views: 862

Re: Interserve

Interserve is a sad story.........Well, I got out at 89.95p in February this year. Made a big loss but retained enough capital to be useful. As often with these processes, I didn't have a clear home in mind, but just wanted to get out. I notice the next share I bought after that date was.... WPP . ...
by YeeWo
November 12th, 2018, 9:20 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The Tobaccos
Replies: 95
Views: 3095

Re: The Tobaccos

The WSJ reports that the US is considering a ban on menthol cigarettes. That seems to be behind the fall. This being a US story it does make you wonder what % of Reynolds profits are menthol related and what would be the rationale behind banning menthol specifically? At this price BAT must be packi...
by YeeWo
November 12th, 2018, 7:52 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Rio Tinto successfully completes A$2,871 million off-market buy-back
Replies: 1
Views: 151

Re: Rio Tinto successfully completes A$2,871 million off-market buy-back

I took some Inchcape off the table last month, invested ab initio in Rio based on Yield and Low Debt. Presumably the initiatives above are priced-in?
by YeeWo
November 7th, 2018, 7:47 am
Forum: Financial Software - Discussion
Topic: Price discrepancies - Telegraph
Replies: 1
Views: 124

Re: Price discrepancies - Telegraph

WPP’s website itself is showing 881p. Anomolies do sometimes happen with trades going through at strange prices, this does sound like the Torygraph has got it wrong!
by YeeWo
October 30th, 2018, 3:04 pm
Forum: Airport Lounge
Topic: Hong Kong and Japan
Replies: 25
Views: 708

Re: Hong Kong and Japan

Haven't been to Japan since 1998, going back in May '19 which should be great. Been to and through Hongkong regularly for 20+ years, suggestions: - - Where are you staying in HK? We usually stay in Shatin in the New Territories, as you get a decent sized room for a reasonable cost plus the journey t...
by YeeWo
October 25th, 2018, 1:59 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: WPP Third Quarter Trading Update 2018
Replies: 39
Views: 1251

Re: WPP Third Quarter Trading Update 2018

idpickering wrote:I regret ever taking the bait. I bought into the story in April this year as part of my £20k dollop. Should've stuck with the tried and tested shares I'm more familiar with. Ian.
I have very similar emotions from holding Vodafone. I got out of WPP myself, but may come good you never know........
by YeeWo
October 25th, 2018, 1:54 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: WPP - HYP candidate evaluation
Replies: 53
Views: 2005

Re: WPP - HYP candidate evaluation

I’m in Australia at the moment so haven’t had a good chance to read the news from WPP. On the basis of the SP move, clearly Mr Market doesn’t like the results.

My position, for today at least, seems correct.
viewtopic.php?p=175445#p175445
by YeeWo
October 22nd, 2018, 6:06 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: WPP - HYP candidate evaluation
Replies: 53
Views: 2005

Re: WPP - HYP candidate evaluation

- FWIW I took a loss on the chin, which I’m usually very reluctant indeed to do, and sold out of WPP earlier this year at a price higher than today. - Yield may be an attraction of holding the business, my reservation is the degree of disintermediation FAANGs are creating which is inducing MNCs to p...
by YeeWo
October 17th, 2018, 6:58 pm
Forum: Share ideas
Topic: Inchcape
Replies: 4
Views: 260

Re: Inchcape

In the end I sold half my Inchcape shares and reinvested the proceeds plus some extra cash in Rio Tinto, higher yield and the business has no debt. In the event that the Inchcape SP is < 550p in Tax Year 19/20 I may very well buy back. Either way I'm comfortable with more RIO and less INCH at the mo...
by YeeWo
October 17th, 2018, 12:29 pm
Forum: Does anyone know?
Topic: Toothpaste
Replies: 27
Views: 1510

Re: Toothpaste

OH uses Sensodyne for sensitivity and feels it's worthy of the premium. I hold GSK so approve. Unilever, which I hold, barely sell toothpaste in the UK as "marketing incentives" have seemingly been provided by Colgate to most major supermarkets which tend to crowd-out other participants. I...
by YeeWo
October 17th, 2018, 11:44 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Inchcape
Replies: 2
Views: 278

Inchcape

As I type Inchcape has fallen circa 11% this morning. No RNS has been released, I can see no justification. Inchcape isn't simply a "car dealer" it's unique amongst the UK plc's in that it operates in 32 different markets and 2 sectors (retailing and distribution). Car Retailing isn't the ...
by YeeWo
October 17th, 2018, 11:41 am
Forum: Share ideas
Topic: Inchcape
Replies: 4
Views: 260

Inchcape

As I type Inchcape has fallen circa 11% this morning. No RNS has been released, I can see no justification. Inchcape isn't simply a "car dealer" it's unique amongst the UK plc's in that it operates in 32 different markets and 2 sectors (retailing and distribution). Car Retailing isn't the ...
by YeeWo
October 17th, 2018, 10:13 am
Forum: Share ideas
Topic: PATISSERIE HOLDINGS (CAKE)
Replies: 75
Views: 2253

Re: PATISSERIE HOLDINGS (CAKE)

When I said I wouldn't be surprised if the s.p. went up when trading was resumed, I meant from the 50p that the placing was priced at, of course, not the suspension price. The Times says that "the placing, in which Mr Johnson is expected to buy about £5m of shares, will be priced at 50p compar...
by YeeWo
October 16th, 2018, 9:26 am
Forum: Computers, TVs & Phones
Topic: RIP Paul Allen
Replies: 2
Views: 276

Re: RIP Paul Allen

It sounds like he's battled cancer for many years. Health trumps Money........
by YeeWo
October 16th, 2018, 8:13 am
Forum: Polite Discussions
Topic: Saudi Arabia's culture to become more hard line
Replies: 1
Views: 166

Re: Saudi Arabia's culture to become more hard line

wickham wrote:a Muslim state with moderate policies
TBF I don't believe any religion is moderate when it starts to have an undue effect on the policies of any State.
by YeeWo
October 16th, 2018, 7:54 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: British American Tobacco - Update ahead of analyst and investor meetings
Replies: 3
Views: 442

Re: British American Tobacco - Update ahead of analyst and investor meetings

Thanks for this. Nothing untoward, dividend seems secure and BAT seems to be taking sensible actions. Not BAT but Tobacco related I had a fascinating 30 minutes yesterday in BoxPark Shoreditch (Hipster Mecca). Phillip Morris have a retail site (in a container) which is like walking into an apple sto...
by YeeWo
October 12th, 2018, 3:03 pm
Forum: Pensions - Practical Problems
Topic: DB pension - early retirement?
Replies: 2
Views: 363

Re: DB pension - early retirement?

With a pre-existing condition,on the basis the scheme itself isn’t well funded and on the basis the payment isn’t critical to day to day living - wouldn’t it be worth contemplating seeing what the transfer value into a SIPP would work out at? I appreciate you’ll lose the DB guarantee but if you’re g...
by YeeWo
October 10th, 2018, 8:24 pm
Forum: Polite Discussions
Topic: One reason for wanting to leave? ( Unilever)
Replies: 35
Views: 906

Re: One reason for wanting to leave? ( Unilever)

airfares [for my next flight the tax is much higher than the cost of the fares]) Airlines have separated out every possible form of expense, added fees and charges they pay and grouped them together as "Tax" for quite cynical reasoning. Airfares are so "low" for this reason, non...

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