Search found 287 matches

by pyad
January 25th, 2019, 9:46 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Process examples - where would anyone start?
Replies: 26
Views: 1919

Re: HYP Process examples - where would anyone start?

Doris inherited her shares. She did not have to make a single purchase decision and did not want to. She simply collected the dividends and other cash proceeds - lapsed rights etc. Ian Ian is dead right. The reason I featured Doris is because she left her shares alone forever, not at all because sh...
by pyad
January 25th, 2019, 9:23 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: The Dividend Letter discontinued
Replies: 86
Views: 5393

Re: The Dividend Letter discontinued

I've never bought into this. I prefer doing my own research, and the thoughts of our gang here. Stephen mentions ignoring the experts, maybe, with respect to him, people shouldn't blindly follow his stock suggestions either? Ian. Not everybody is willing or able to do their own research Ian. It's a...
by pyad
January 24th, 2019, 1:54 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Process examples - where would anyone start?
Replies: 26
Views: 1919

Re: HYP Process examples - where would anyone start?

One point here which I dont think has been emphasised sufficiently. HYPers should never use a database as their sole source of share selections. They are okay for an initial selection but having done that investors really ought to check the latest accounts and subsequent updates for each share chose...
by pyad
January 24th, 2019, 10:06 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Vodafone - Strengthens UK Network Partnership with Telefonica
Replies: 8
Views: 914

Re: Vodafone - Strengthens UK Network Partnership with Telefonica

I'd be very wary of paying attention to industry experts or those claiming insight into a particular company. First, they are very unlikely to be seeing the share from an HYP viewpoint. Second, being too close is not necessarily an advantage at all, particularly in the HYP strategy. Wood, trees and ...
by pyad
January 24th, 2019, 9:18 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: How low will you go?
Replies: 28
Views: 1598

Re: How low will you go?

First of all, for the reasons Pink Dalek suggested, I would not take that poll as representative of HYPers generally and not even of HYPers here because those who bother to respond are a self-selected group, possibly some not even being HYPers at all. As I've said from the earliest days, my view is ...
by pyad
January 23rd, 2019, 10:27 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Marstons PLC (MARS) - Trading Update for the 16 weeks to 19 January 2019
Replies: 9
Views: 926

Re: Marstons PLC (MARS) - Trading Update for the 16 weeks to 19 January 2019

The indication is that the div will be held at 7.5p for some years. Has already been at that level for 2017 and 18. So a forward but frozen yield of about 7.6% at 99p. Is that yield sufficiently high for a trade-off against no rise for probably quite some time? A question for potential new HYP inves...
by pyad
January 22nd, 2019, 11:23 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: IG Group - Interims
Replies: 14
Views: 1048

Re: IG Group - Interims

One small point worth mentioning in the report is the reiteration of their previous comment that the div will be held at the 2018 43.2p until earnings allow the company to resume progressive dividends. So at 601p that makes a forward yield of a high 7.2%. Also, they say they are confident that the c...
by pyad
January 18th, 2019, 10:22 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: InterContinental Hotels special div
Replies: 2
Views: 455

Re: InterContinental Hotels special div

Thanks, you are right of course Dave, my mistake as I'd overlooked the consol.

I'll be adjusting the holding in HYP1 accordingly but will still reinvest the sum elsewhere in the portfolio.
by pyad
January 18th, 2019, 9:45 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: InterContinental Hotels special div
Replies: 2
Views: 455

InterContinental Hotels special div

IHG announces the sterling value of its US 262.1¢ special div at 203.8p: https://www.investegate.co.uk/interco--hotels-grp--ihg-/rns/special-dividend---pounds-sterling-amounts-payable/201901171400033879N/ This has already gone xd and is payable on 29 January. It's a straightforward payment, unaccomp...
by pyad
January 17th, 2019, 11:26 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Persimmon Trading Update.
Replies: 35
Views: 1966

Re: Persimmon Trading Update.

PSN is down so far today. Has "Mr Market" changed his mind yet again, all within 48 hours? If so he is staggeringly fickle, to the extent that he is totally unstable and deserves no faith whatsoever. The idea that very short term price movments are rational and that consequently they tell...
by pyad
January 17th, 2019, 10:42 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Persimmon Trading Update.
Replies: 35
Views: 1966

Re: Persimmon Trading Update.

The signal I read from the sharp bounce back in builders shares (Persimmon and Barratt) is that the market thinks there will not be a no deal Brexit, It was thought that would result in a sharp fall in house prices and so a very substantial fall in house builders' profits. As it is, Mr Market think...
by pyad
January 16th, 2019, 10:03 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Persimmon Trading Update.
Replies: 35
Views: 1966

Re: Persimmon Trading Update.

Why do you care what the market thinks? The answer I imagine is that the market might know something the poster does not and it might be useful for him to learn what it is. The market is quite often right. I am not arrogant enough to dismiss whatever help I can get in my investing. Dod So you reall...
by pyad
January 15th, 2019, 8:58 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Persimmon Trading Update.
Replies: 35
Views: 1966

Re: Persimmon Trading Update.

What does the market not like? Why do you care what the market thinks? HYP shares are intended for eternity as a minimum, or even for the most avid tinkerer, an extremely long time. Short term market fluctuations, which in any case are mostly random, should therefore have no bearing on the HYPer vi...
by pyad
January 11th, 2019, 10:37 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: British American Tobacco - Second Half Pre-Close Trading Update 2018
Replies: 107
Views: 5101

Re: British American Tobacco - Second Half Pre-Close Trading Update 2018

... I can never understand your obsession with income when you are not yet drawing any and yields on all the shares you own now (and the ones you have spurned) will probably be totally different by the time you do. However, maybe that's me looking at things from the wrong perspective. HYPs are all ...
by pyad
January 10th, 2019, 10:12 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Pearson: am I at the tipping point?
Replies: 36
Views: 1498

Re: Pearson: am I at the tipping point?

dumpology That's a new word. Official. It was once: https://seekingalpha.com/article/3964485-resource-sector-digest-pinch-pump-dumpology That from 2016. This “author” from 2010 (look away if easily offended): https://www.urbandictionary.com/author.php?author=Dumpology Yeah but as you know I meant t...
by pyad
January 9th, 2019, 9:55 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Pearson: am I at the tipping point?
Replies: 36
Views: 1498

Re: Pearson: am I at the tipping point?

Pearson...yield is 1.74% (figure from dividend data)....what possible reason is there to keep hold of when one could buy income of 3x this amount without too much digging. The only reason I can think of is that the share price is well below the purchase price and that is a factor? Or, for every £1k...
by pyad
January 9th, 2019, 9:31 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Pearson: am I at the tipping point?
Replies: 36
Views: 1498

Re: Pearson: am I at the tipping point?

Well, I missed the chamce today... However, I find it quite heartwarming that several people seem to be taking a fairly fundamentally HYP stance on this, which also slightly surprised me. There have been quite a few posts in the past year casting doubts on whether we are doing the right thing by ho...
by pyad
December 19th, 2018, 4:47 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP completes sale of Onshore US assets
Replies: 39
Views: 2469

Re: BHP completes sale of Onshore US assets

Arborbridge wrote:
Yes, it's been a good example, but from my point of view, I can't be a**** with small holdings and small payouts so I got rid of S32 to tidy up. No regrets for that departure from pure HYP.

Arb.

I'd agree with you, in that special situation.
by pyad
December 19th, 2018, 4:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: BHP completes sale of Onshore US assets
Replies: 39
Views: 2469

Re: BHP completes sale of Onshore US assets

funduffer wrote:...and we have the benefit of South32 spin-off as well for those of us, like me, that don't tinker about.

FD


Indeed. S32 with its rising divs so far is a fine example of Market Trading at work in the HYP strategy. Demergers are usually beneficial for HYPers, those who don't tinker as you say.
by pyad
December 19th, 2018, 11:15 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: GSK and Pfizer create new Consumer Healthcare JV
Replies: 10
Views: 1058

Re: GSK and Pfizer create new Consumer Healthcare JV

It's way too soon to be wondering how they'll float the new company. They say it will be within 3 years of the closing of the transaction, and that won't take place until the second half of calendar 19. So I doubt they even know themselves at present how it will be done as it will depend upon condit...

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