Search found 254 matches

by Walrus
April 29th, 2019, 9:55 am
Forum: Biscuit Bar
Topic: it's raining deletions
Replies: 63
Views: 2722

Re: it's raining deletions

Perhaps the solution is to make arb, dod et al moderators? They will end up moderating each other to oblivion. Certain posters do a lot of reporting of posts which they disagree should be there. Please do not include me in this thread. I think it is all a bit pointless and you will note that I have...
by Walrus
April 29th, 2019, 4:44 am
Forum: Biscuit Bar
Topic: it's raining deletions
Replies: 63
Views: 2722

Re: it's raining deletions

BrummieDave wrote:What's happened to my post - has it been deleted...?


Ironically it appears to have been deleted along with my response.
by Walrus
April 28th, 2019, 2:01 pm
Forum: Biscuit Bar
Topic: it's raining deletions
Replies: 63
Views: 2722

Re: it's raining deletions

Obviously, I see all the reports. The vast majority are not malicious or self-serving. (Like you, I'm not sure Arb's use of "troll" is exactly the right word.) A couple of posters on HYP-P report posts so as to advance their own views of what HYPing is or is not about, but many of those r...
by Walrus
April 28th, 2019, 12:08 pm
Forum: Biscuit Bar
Topic: it's raining deletions
Replies: 63
Views: 2722

Re: it's raining deletions

One final point: I'm pretty certain that you have no firm basis for saying that the reports are due to trolls. They could be, agreed, but the system doesn't tell you who reported your post and I'm fairly certain the moderators don't either (among other reasons, I think it's pretty clear that if the...
by Walrus
April 21st, 2019, 8:44 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Galliford Try ( GFRD) profit warning
Replies: 51
Views: 3290

Re: Galliford Try ( GFRD) profit warning

The construction business is fraught with risk and the contractor should be pricing that into his bids but he obviously is not because they still see the 'winning' of the contract as the important bit but it is not; it is running the contract in accord with their bid pricing and of course getting t...
by Walrus
April 15th, 2019, 1:23 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Stephen Bland - New HYP Portfolio @ Stockopedia
Replies: 162
Views: 12628

Re: Stephen Bland - New HYP Portfolio @ Stockopedia

Of course the ultimate irony is that he has made only one contribution to this thread, to (correctly) report a copyright infringement. I have a view about why he does not contribute very much. I've noticed that Pyad generally remains above the fray and keeps a statesman-like distance from detailed ...
by Walrus
April 12th, 2019, 8:22 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: NewRiver REIT plc (NRR) - Dividend Declaration
Replies: 15
Views: 1002

Re: NewRiver REIT plc (NRR) - Dividend Declaration

Maybe you are being deliberately obtuse I am never obtuse, deliberately or otherwise, I thought you knew I have never said that one should blindly follow anyone else's unsubstantiated or otherwise theories and of course all prospective purchases should be looked at carefully. My apologies, when you...
by Walrus
April 12th, 2019, 8:14 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Start topping up again...but what?
Replies: 73
Views: 4956

Re: Start topping up again...but what?

Step away for a day to concentrate on the Masters and oh what fun I've missed :D

I don't hold either SLA or Schroders and have enough exposure to financials. I see the unloved HSBC dumped a nice big dividend into my account though. Not sexy, not liked, not growing, but a 6 percent yield.
by Walrus
April 9th, 2019, 7:36 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: RIO Trimmed
Replies: 5
Views: 762

Re: RIO Trimmed

Is it not a bit odd that the share you've just cut is already 8th on the top up list or am I missing something
by Walrus
April 4th, 2019, 8:33 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: United Utilities: fit to keep holding?
Replies: 33
Views: 1763

Re: United Utilities: fit to keep holding?

What puzzles me is why the subject didn't come up last year when the price was down at 700p. TJH That's a good "rational" point - and it oftens happens when people post "I'm thinking of ....x,y,z, action", and I think a similar thought to you. The truth is that this was kicked o...
by Walrus
April 2nd, 2019, 8:49 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: United Utilities: fit to keep holding?
Replies: 33
Views: 1763

Re: United Utilities: fit to keep holding?

Well, as they say when there's a question like this in journalism, the answer is usually "No". I'd like a discussion with some helpful guidance around the accounts and pros and cons of holding. In other words - I'm getting itchy fingers. Here's a table to start us off. It's the free cash ...
by Walrus
April 1st, 2019, 8:45 am
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 40
Views: 2733

Re: Dog Conviction fund

Dog Fund Selection is complete. Prices will be Friday close. A number have started performing in the last week buy hey ho perhaps momentum may help. The reason for executing trades today is my suspicion that you can catch some upside on cash being put into Pensions and ISAs at the end of the year an...
by Walrus
March 27th, 2019, 8:04 pm
Forum: Biscuit Bar
Topic: HYP Practical Board - Company News items allowed
Replies: 34
Views: 1469

Re: HYP Practical Board - Company News items allowed

IanTHughes wrote:
Dod101 wrote:I agree with ITH in this matter.

Oh my God! A "Thank You" to Dod101, what is the world coming to? :) :)


Ian



Haha I don't think I've agreed with you ITH on anything other than buying VOD, but I'm with you here :mrgreen:
by Walrus
March 27th, 2019, 7:58 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: IMB trading statement available on the Company News board
Replies: 11
Views: 1087

Re: IMB trading statement available on the Company News board

I have started a discussion about what should be allowed on the Biscuit Bar https://www.lemonfool.co.uk/viewtopic.php?f=21&t=16968 Ian Be careful, the last post I read on there said you couldn't discuss moderation or something similar. I honestly don't know what's happened to this site the last...
by Walrus
March 27th, 2019, 5:59 am
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 40
Views: 2733

Re: Dog Conviction fund

Excuse my ignorance, but definition of a dog? TMF in the quoted article were doing it by dividend yield from the top downwards. Another approach is to take the worst performers over the previous year. Yes was trying to add a little both of stock selection into the mix rather than a formulaic select...
by Walrus
March 26th, 2019, 9:59 pm
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 40
Views: 2733

Re: Dog Conviction fund

Since you've got Kraft in your list how about another American company; General Electric. Although its share price is up by some 27% this year it's still down by 62% over five years. It was ejected from the Dow Jones Index last year having been a member since 1885. It's not something I'd buy nowada...
by Walrus
March 26th, 2019, 9:58 pm
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 40
Views: 2733

Re: Dog Conviction fund

I am setting up a notional dogs conviction fund of 10 shares split equally. At the moment I'm thinking Centrica BT Vodafone IMB Petrofac Kraft IG GVC Lloyds I'm looking for one other. Would like Oil but don't think I can really class Shell or BP as dogs. Any suggestions or thoughts on the above. Wi...
by Walrus
March 26th, 2019, 8:44 am
Forum: Portfolio Management & Review
Topic: Dog Conviction fund
Replies: 40
Views: 2733

Dog Conviction fund

I am setting up a notional dogs conviction fund of 10 shares split equally. At the moment I'm thinking Centrica BT Vodafone IMB Petrofac Kraft IG GVC Lloyds I'm looking for one other. Would like Oil but don't think I can really class Shell or BP as dogs. Any suggestions or thoughts on the above. Wil...
by Walrus
March 26th, 2019, 8:40 am
Forum: Company Share news (LSE Main Market)
Topic: BT Group (BT.A)
Replies: 33
Views: 2263

Re: BT Group (BT.A)

This from TMF by Peter Stephens; BT is a FTSE 100 dividend stock I’d buy for my Stocks and Shares ISA today With the Stocks and Shares ISA deadline looming, there appears to be a number of FTSE 100 income shares that could be worth a closer look. One of those is BT (LSE: BT.A). The telecoms giant h...
by Walrus
March 26th, 2019, 8:30 am
Forum: Company Share news (LSE Main Market)
Topic: United Utilities Group (UU.)
Replies: 9
Views: 804

Re: United Utilities GRP (UU.)

Has released a trading statement: http://www.investegate.co.uk/article.aspx?id=201903260700049392T&fe=1 Group revenue is expected to be higher than last year, largely reflecting our allowed regulatory revenue changes. Underlying operating profit for 2018/19 is expected to be higher than 2017/18...

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