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by Dod101
November 8th, 2019, 7:16 am
Forum: Share ideas
Topic: Burford Capital Limited (BUR)
Replies: 140
Views: 7710

Re: Burford Capital Limited (BUR)

Maybe a bit like the tobaccos, Burford was subject to irrational exuberance and to that extent MuddyWaters has done everyone a good turn. The current PE ratio according to AJ Bell is only about 6 with a very modest yield. I really do not know a lot about them having never followed them but these do ...
by Dod101
November 7th, 2019, 7:53 pm
Forum: Share ideas
Topic: Burford Capital Limited (BUR)
Replies: 140
Views: 7710

Re: Burford Capital Limited (BUR)

PinkDalek wrote:Merely to note, some 3 months after this Topic commenced, Burford are currently trading at about 55% above the closing low of 605p back on 7 August 2019.


And still a very long way from the £15 or so that they were at before the kerfuffle

Dod
by Dod101
November 7th, 2019, 7:48 pm
Forum: Beerpig's Snug
Topic: Paddy McGuinness
Replies: 40
Views: 1239

Re: Paddy McGuinness

Having noticed that CK had responded to the thread that he started I looked at it to see how he had reacted to the facts in the subsequent thread. Instead we got a comment about a couple of fairly inconsequential characters. I assume that he accepts that he is in a minority of one for good reason. Dod
by Dod101
November 7th, 2019, 2:59 pm
Forum: Pedants' Place
Topic: Life after lunch
Replies: 11
Views: 369

Re: Life after lunch

Sad story, but..... "A Scottish tourist has died in a suspected shark attack after his dismembered hand and wedding ring were found inside the animal." https://www.bbc.co.uk/news/uk-scotland-50331677 "After"? Go on, let me guess when he died. A week later? A month? Or maybe he w...
by Dod101
November 6th, 2019, 10:11 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Prelims
Replies: 42
Views: 1873

Re: Imperial Brands Prelims

The Chairman is not the CEO but is expected to ask difficult questions of the CEO and the executive team. The chairman and the Board must be as aware as we are of the share price, and hopefully will take steps to try to improve it. Dod IMHO the board of a company should never consider the share pri...
by Dod101
November 6th, 2019, 4:59 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: HYP Performance
Replies: 10
Views: 686

Re: HYP Performance

HI Weighting by sector is irrelevant because I am in so many sectors, Diversification is key because you never know the strength of a sector. For instance at the beginning I thought you never could go wrong investing in banks One other lesson I have learnt is that even if a fund is successful for a...
by Dod101
November 6th, 2019, 4:48 pm
Forum: Company Share news (LSE Main Market)
Topic: BT Group (BT.A)
Replies: 19
Views: 1944

Re: BT Group (BT.A)

I have no idea except for the dividend and (misplaced) hope why anyone would buy BT. I have bought and sold several times over the years and each time just when it looked as if it might have turned a corner, it disappoints once again. I sold in January 2018 at 2.5878. Today? Around £2, admittedly wi...
by Dod101
November 6th, 2019, 3:43 pm
Forum: Building and DIY
Topic: Wood burners and their fuel
Replies: 18
Views: 962

Re: Wood burners and their fuel

[I get logs delivered on a pick-up truck during the Spring\Summer and they provide most of our heating throughout the Winter. They are green and often newly felled when I get them, the majority is Sycamore. I stack them very tightly against a wall over the Winter and in the following Spring move an...
by Dod101
November 6th, 2019, 3:38 pm
Forum: Building and DIY
Topic: Wood burners and their fuel
Replies: 18
Views: 962

Re: Wood burners and their fuel

The reality is that you have to accept that woodburners are a time-consuming endeavour in reality. You can alleviate it to a certain extent by massively overpaying for townie-curated-log-in-a-box-delivery, but you do have to put a certain amount of effort in even with that. If you just want to sit ...
by Dod101
November 6th, 2019, 11:29 am
Forum: Investment Trusts and Unit Trusts
Topic: OEICs to IT's
Replies: 12
Views: 965

Re: OEICs to IT's

Re: Artemis Global Income and M&G Global Dividend, both appear to be unconstrained global funds yielding around 3%. Have a look at Scottish (SCIN) from the AIC Global sector and any IT from the Global Equity Income sector. https://www.theaic.co.uk/aic/find-compare-investment-companies If the di...
by Dod101
November 6th, 2019, 9:36 am
Forum: Building and DIY
Topic: Wood burners and their fuel
Replies: 18
Views: 962

Wood burners and their fuel

I hope this will be an appropriate Board for my queries. Following on from the exchange about installing a woodburner in a flat, I am currently floundering a bit with my supplier(s) of logs. I live in a semi rural area of Scotland where there is no shortage of suppliers, but the quality and reliabil...
by Dod101
November 6th, 2019, 7:53 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Prelims
Replies: 42
Views: 1873

Re: Imperial Brands Prelims

Another reminder that Terry Smith is a far more canny investor than me: I was aware of his sale, but elected to continue to hold as I felt that the business was likely to remain profitable. The management gobbledegook I was prepared to overlook. While the business has remained profitable, it is col...
by Dod101
November 6th, 2019, 7:28 am
Forum: Investment Trusts and Unit Trusts
Topic: OEICs to IT's
Replies: 12
Views: 965

Re: OEICs to IT's

Thanks Dod. I have begun to realise the benefits of IT's also. I was wondering how the OEICs I mentioned could by replicated by IT's bearing in mind that I already hold HFEL and MYI. I am not the best person to advise you on that because I do not know the funds you mention, but I am sure others wil...
by Dod101
November 5th, 2019, 9:20 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Prelims
Replies: 42
Views: 1873

Re: Imperial Brands Prelims

Hi Arb The difference in the EPS is not a 'fiddle factor'; it is all explained in the accounts. Salvorhardin's point is of course perfectly valid but when it becomes a habit, we all know about it. I think though that in this type of business, big moat, pretty well guaranteed market, negligible adver...
by Dod101
November 5th, 2019, 8:45 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Prelims
Replies: 42
Views: 1873

Re: Imperial Brands Prelims

Hi Snorvey, I am glad to see the OldFool agreeing with me. OTOH it is always useful to have a view from another angle like SalvorHardin's.

Dod
by Dod101
November 5th, 2019, 8:42 pm
Forum: Investment Strategies
Topic: Election impact on investment strategy
Replies: 87
Views: 2743

Re: Election impact on investment strategy

I am surprised that it has taken us so long to have this sort of discussion. I am too old to be bothered to move elsewhere I think but I no longer hold utilities for example and I plane otherwise just to keep my head down. Maybe Unilever was not so stupid after all in planning to move to the Netherl...
by Dod101
November 5th, 2019, 8:33 pm
Forum: Investment Trusts and Unit Trusts
Topic: OEICs to IT's
Replies: 12
Views: 965

Re: OEICs to IT's

Switching from OEICs to ITs simply to save fees is not a good idea. You need to look at the advantages/disadvantages of holding either collective investment. You can after all change platforms. Nevertheless I would move to ITs because they are in my opinion at least, much better investment vehicles....
by Dod101
November 5th, 2019, 3:39 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Prelims
Replies: 42
Views: 1873

Re: Imperial Brands Prelims

The ex div date whether on one day or another, does it really matter? Important enough for them to issue a corrective RNS: Imperial Brands PLC - IMB Further re (Final Results) Released 13:17 05-Nov-2019 Interim dividend- ex-dividend date correction https://www.investegate.co.uk/imperial-brands-plc-...
by Dod101
November 5th, 2019, 12:49 pm
Forum: The Natural World
Topic: Leaf Drop in 3, 2, 1 ...
Replies: 12
Views: 846

Re: Leaf Drop in 3, 2, 1 ...

No and I hate them. Mind you I could not rake a tennis court to remove leaves in 10 minutes. I have to rake my grass 3 or 4 times in the Autumn and my 800 square metres or so (rather bigger than a tennis court) takes me the best part of an hour to rake and then bag the leaves. It bemuses me to see t...
by Dod101
November 5th, 2019, 12:42 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Imperial Brands Prelims
Replies: 42
Views: 1873

Re: Imperial Brands Prelims

monabri wrote:Interestingly, dividenddata has the XD down as 21/11/19.

https://www.dividenddata.co.uk/dividend ... y?epic=IMB

Image


Using the same calculation the yield from now to 31 March is 144/1738 = 8.3%.

Dod

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