Search found 999 matches

by Dod1010
September 19th, 2017, 4:45 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve - £90M write down
Replies: 101
Views: 7553

Re: Interserve - £90M write down

OZYU has a good memory. Neither of those mentioned were real disasters, at least not in the mould of Carillion. Many years ago, at the time of the 1999/2000 tech boom my first wife held Cable & Wireless worth around £30,000 in her estate and I recall deciding that it would be better transferred ...
by Dod1010
September 19th, 2017, 1:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve - £90M write down
Replies: 101
Views: 7553

Re: Interserve - £90M write down

Most, who have any interest in the matter, know my limited number of HYP shares, and their identity, but here goes again (in no particular order but at this time Unilever is easily my biggest holding followed by HSBC) Legal & General Unilever Shell Imperial Brands BATS HSBC SSE Primary Health Pr...
by Dod1010
September 19th, 2017, 11:39 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve - £90M write down
Replies: 101
Views: 7553

Re: Interserve - £90M write down

Bouleversee I appreciate that my comments are going to look like being wise after the event but just like supermarkets since the financial crisis, I have never thought support services were shares suitable for a HYP. I certainly have never held them. Interserve, Carillion, G4S and others are prime e...
by Dod1010
September 19th, 2017, 7:33 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve - £90M write down
Replies: 101
Views: 7553

Re: Interserve - £90M write down

Whilst I can sympathise with those who have lost on Interserve, this is the HYP Practical Board. Why not just get out as support service companies (in all their guises) have proved themselves not to be suitable candidates for a HYP? Just think of those which have failed the basic HYP test of a stead...
by Dod1010
September 18th, 2017, 7:31 pm
Forum: Beerpig's Snug
Topic: DAK the stars in the sky?
Replies: 32
Views: 1355

Re: DAK the stars in the sky?

Anyway the North Star is not difficult to identify. The clue is in the name and anyway it is linked to form (on a clear night), the Plough which again is fairly evident from its shape.

Dod
by Dod1010
September 18th, 2017, 1:07 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Carillion post-mortem
Replies: 380
Views: 22094

Re: Carillion post-mortem

Dealing with my late husband's portfolios has shown me that the buy and forget policy doesn't work. It was full of shares which were a good buy when he bought them but have gone downhill since I agree with this. I don't know if 'invest and forget' ever worked satisfactorily but I do not believe tha...
by Dod1010
September 17th, 2017, 1:22 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Carillion post-mortem
Replies: 380
Views: 22094

Re: Carillion post-mortem

Thanks Arb. You have clarified the situation much better than I did.

Dod
by Dod1010
September 16th, 2017, 9:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Carillion post-mortem
Replies: 380
Views: 22094

Re: Carillion post-mortem

I have just googled Slater's Zulu Principle and it was he alright. G stands for Growth but he was taking the ratio of PE/Yield as I said and looked for a ratio of 1 or less. However reading your latest post Bouleversee, this is the HYP Board. Oilies, Utilities pharmas and so on are doing the busines...
by Dod1010
September 16th, 2017, 1:29 pm
Forum: Share ideas
Topic: Swire Pacific B
Replies: 10
Views: 1510

Re: Swire Pacific B

Hi YeeWo

If I say too much I could be easily identified so let's just leave it there please.

As for trading in the shares, I have used my contacts in HK and have never tried using a London broker

Dod
by Dod1010
September 16th, 2017, 1:20 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Carillion post-mortem
Replies: 380
Views: 22094

Re: Carillion post-mortem

I distinctly 'remember when I started investing, a very long time ago, that there was a writer in either the FT Money section or Investor's Chronicle who said the optimum buy signal was a yield of 7% and a P/E ratio of 7% also. The combination was not easy to find, however. I noticed he said "...
by Dod1010
September 15th, 2017, 10:18 pm
Forum: Investment Strategies
Topic: "Investors should choose: dividends or diversification
Replies: 11
Views: 1762

Re: "Investors should choose: dividends or diversification

Ha Ha I was another exile by that time. I have not been lucky all my life but I decided in November 1967 (at the time of H Wilson's devaluation of sterling, the famous 'pound in your pocket' comment) to seek my future abroad and was in Hong Kong by the end of March 1968. I never looked back and was ...
by Dod1010
September 15th, 2017, 4:42 pm
Forum: Does anyone know?
Topic: Ideas to remember a loved one and help charity
Replies: 7
Views: 654

Re: Ideas to remember a loved one and help charity

The bench does not need to be where they walked but would be fine where friends of the couple would use it now. Otherwise Diabetes UK would be a good charity. I have a personal interest as my first wife died of the very long term effect of diabetes. I always feel it is a bit of an orphan charity bec...
by Dod1010
September 15th, 2017, 11:26 am
Forum: High Yield Shares & Strategies - general
Topic: HYP Complemented with Investment Trusts
Replies: 19
Views: 2315

Re: HYP Complemented with Investment Trusts

Personally I have always been put off infrastructure ITs because I am never very sure of their underlying assets although HICL has been a great performer. It consistently is at a premium to NAV although if you are keeping it indefinitely that is not a big issue. I do not hold but have been tempted s...
by Dod1010
September 15th, 2017, 11:03 am
Forum: High Yield Shares & Strategies - general
Topic: HYP Complemented with Investment Trusts
Replies: 19
Views: 2315

Re: HYP Complemented with Investment Trusts

I completely understand your logic and think it is good. One obvious IT missing is Edinburgh which is a good long term performer with a decent yield of 3.6%. As you are illustrating, it is difficult to get many ITs which have a high yield without compromising growth which at least maintains purchasi...
by Dod1010
September 15th, 2017, 8:18 am
Forum: Legal Issues (Practical)
Topic: Grandpa is very ill...sell his shares or Grandma's?
Replies: 6
Views: 929

Re: Grandpa is very ill...sell his shares or Grandma's?

If your parents have a POA for Grandpa have they also got one for Grandma or how come there is an option to sell her shares? My inclination would be to sell her shares or at least use her income to pay for her care. You at least do not know what the contents of the Wills are and it might be best to ...
by Dod1010
September 14th, 2017, 10:50 am
Forum: Does anyone know?
Topic: Oriental vase
Replies: 11
Views: 1437

Re: Oriental vase

Although I take bungeejumper's point, I think they could be genuine characters. They are though in a flowing stylised script, (not altogether uncommon) neither the traditional Chinese characters nor the new 'simplified' style beloved by the current powers in Beijing. Did the vase come from say Hong ...
by Dod1010
September 14th, 2017, 9:44 am
Forum: Beerpig's Snug
Topic: Drinking booze
Replies: 43
Views: 2434

Re: Drinking booze

My answer to Didds is (not admitting that I 'drink so little alcohol') I try not to drink too much alcohol because I have always been a 'three is too many and four is not enough' sort of drinker. Simple fact is that I feel better in the morning if I do not drink, but dammit I like the stuff! I actua...
by Dod1010
September 14th, 2017, 9:33 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Interserve - £90M write down
Replies: 101
Views: 7553

Re: Interserve - £90M write down

Support services have never been a very good place to be, Carillion, Mitie, Interserve, G4S....................

Dod
by Dod1010
September 14th, 2017, 8:16 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: BKG - and we're off!
Replies: 66
Views: 3957

Re: BKG - and we're off!

When calculating the reduced dividend per share, is everyone taking account of the fact that there are now fewer shares in issue, thus reducing the cost of the dividend. Buying their own shares is not all bad news and if of course they are buying for less than the economic value it should help those...
by Dod1010
September 14th, 2017, 8:10 am
Forum: Property Investment Discussions
Topic: Sold my house building shares
Replies: 5
Views: 1318

Re: Sold my house building shares

I do not hold and never have held any housebuilders. If you feel as nervous as you say then I am sure you are doing the right thing but if you are living off your dividends you are going to suffer a significant drop in your income unless in the highly unlikely event that you win a £1 million prize. ...

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