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by Walrus
March 29th, 2018, 8:42 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: New Addition or Top Up?
Replies: 23
Views: 1610

Re: New Addition or Top Up?

personally I'd top up the water companies, I'd maybe leave vod alone for the moment.
by Walrus
March 29th, 2018, 4:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Petrofac - New Contract (MPP3)
Replies: 5
Views: 382

Re: Petrofac - New Contract (MPP3)

I've had my eye on this for a while. Not one for the faint hearted this. The share price does not seem to follow any fundamentals including oil price and specific share related news. For that reason I've avoided it, though as I said in the other thread it looks cheap relative to similar businesses a...
by Walrus
March 29th, 2018, 9:39 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Petrofac - new contract HPCL
Replies: 6
Views: 508

Re: Petrofac - new contract HPCL

Not sure this is a share I'd be selecting for my long term HYP. For me it definitely has value investing merits, but I'm trying to avoid using my HYP as a home for taking on pseudo trading positions so I will leave this one.
by Walrus
March 29th, 2018, 9:30 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Hypster's HYP
Replies: 100
Views: 12462

Re: Hypster's HYP

vodafone is the share I have that I feel is at most risk to a dividend cut, and it does make me nervous. That being said I don't feel anything has really changed over the last 3 months so theoretically you are getting a better deal now than at 220/240. With the amount of other cheap trades out there...
by Walrus
March 24th, 2018, 8:32 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investing in 7% plus HY shares
Replies: 68
Views: 4198

Re: Investing in 7% plus HY shares

Thanks everyone on the thread, it has been most informative . Big thanks to Ian and Arb for welcoming me. I'm going to take a few weeks and consider whether the HYP is for me or not. I enjoy reading everyone's musings but I do wonder if I should spend more time enjoying life than worrying about the ...
by Walrus
March 24th, 2018, 7:09 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: What's going on at Tate & Lyle?
Replies: 33
Views: 2115

Re: What's going on at Tate & Lyle?

I am not getting drawn into petty arguments. Each to their own. My last word on this matter. I'm going to defend Ian here and I don't want to put words into his mouth. I am very much a newbe here and I am of the opinion that SI is the way to go 90 percent of the time. However in certain instances w...
by Walrus
March 24th, 2018, 10:25 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investing in 7% plus HY shares
Replies: 68
Views: 4198

Re: Investing in 7% plus HY shares

you just have to look at the levered free cash flow and compare it to the current dividend to see if it is sustainable. also look at clear trends such as declining margins, rising debt, pension deficits, revenues, cyclicality. capital intensity is also something to consider - inflation hurts firms ...
by Walrus
March 23rd, 2018, 10:07 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investing in 7% plus HY shares
Replies: 68
Views: 4198

Re: Investing in 7% plus HY shares

Ultimately for me personally I'm looking for companies with a high yield where I consider the dividend to be secure. I would much rather a dividend if 5 percent that I consider secure than a dividend of 10 percent with a 50% delta of being paid. I appreciate that over a portfolio the two should aver...
by Walrus
March 22nd, 2018, 5:22 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investing in 7% plus HY shares
Replies: 68
Views: 4198

Re: Investing in 7% plus HY shares

Thanks for your reply moorfield. I don't hold Centrica any more, and am not tempted by that extreme yield either. It's interesting Ian you've described that as an "extreme" yield - it suggests you perhaps have a multiple of FTSE100 in mind that you won't exceed? - as has been discussed ea...
by Walrus
March 22nd, 2018, 10:29 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investing in 7% plus HY shares
Replies: 68
Views: 4198

Re: Investing in 7% plus HY shares

It all depends on the company. I have eleven shares with yields over 6%. EPIC Yield TW. 8.09% SSE 7.54% IMB 7.33% MARS 7.32% BT.A 6.94% MKS 6.93% VOD 6.70% BP. 6.34% RDSB 6.30% GSK 6.17% ADM 6.02% I'd be prepared to top up any of those which meet my criteria for topping up. At the moment, IMB and B...
by Walrus
March 21st, 2018, 10:05 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Investing in 7% plus HY shares
Replies: 68
Views: 4198

Investing in 7% plus HY shares

Initially on embarking on setting up a HYP I had told myself to keep away from yields that were greater than 7% on the basis these companies must be under some kind of serious stress and of a higher risk than I would be willing to take with my pension fund. Now I'm looking at a portfolio with a bunc...
by Walrus
March 21st, 2018, 4:24 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: In the red with Imperial Brands!
Replies: 122
Views: 8609

Re: In the red with Imperial Brands!

Thankyou Sir, I think there is a strong case for stepping away from the trigger as I don't really want to have an outsized position in this. I will continue with my planned purchase of Shell this month. Well, I don't know the details of your HYP, but given what you say about IBM becoming an outsize...
by Walrus
March 21st, 2018, 3:31 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: In the red with Imperial Brands!
Replies: 122
Views: 8609

Re: In the red with Imperial Brands!

Hello So a question to the older hands in this, would you consider this an unusual time in the life of the HYP or is this consistent with what you have seen previously through bear markets. Presumably in those periods you were regularly averaging down, is it natural to be nervous about investing li...
by Walrus
March 21st, 2018, 12:53 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: In the red with Imperial Brands!
Replies: 122
Views: 8609

Re: In the red with Imperial Brands!

Hello Having started my HYP portfolio over the course of the end of 16 this is the first time I've taken a real bath on any component. So much so in fact I felt the need to make my first post :) Now looking at my notes I was very happy investing in this at a 4.7 percent yield in a highly cash genera...

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