Dividend danger list

[Clitheroekid]

This may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... -ii506312/

[idpickering]

This may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... -ii506312/

It certainly was, thank you Clitheroekid. Vodafone have worried me for years, but they still pay out thankfully.

Ian.

[vrdiver]

This may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... -ii506312/

Wow. First time I've heard that investing in the same company as Neil Woodford could be considered as a negative!

VRD

[PinkDalek]

This may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... -ii506312/

Wow. First time I've heard that investing in the same company as Neil Woodford could be considered as a negative! ...

I’m sure you meant to include a smiley there or else you read the Woodford comment differently to me.

Not that I’m a Woodford follower.

[monabri]

CARD factory - current dividend is 4.76% not 8% as per the table

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


I had to look up what U&I was (Real Estate Holding & Development - Mkt cap £313m) - their ticker is UAI and the current yield is 3.1% according to digital look (cover is >5).

https://uk.webfg.com/equity/U_And_I_Group


"U&I turned in a record financial performance from its most recent trading year on Thursday as it announced a "significant" supplemental dividend as part of its positive outlook."

As this article was written 26th April 2018, it must all be going wrong very quickly ????

https://uk.webfg.com/news/small-caps-ne ... 63393.html


Strange there is no mention of RDSB nor BP in the table as the article mentions div cover of >1.4 as a criteria.

As regards SSE

"In the case of SSE, one of the 'Big Six' energy companies, the firm has recently moved to reassure shareholders after laying out its dividend plans for the next five years. A dividend cut, for the first time in its history, will take place next year, as part of a restructure that will see the planned merger of its retail supply business with Npower."

So they know for certain that the newco. won't be paying a dividend then? At least tell the full story!

[PinkDalek]

… Strange there is no mention of RDSB nor BP in the table as the article mentions div cover of >1.4 as a criteria. …

Maybe covered by:

Two other filters were also applied: the first filtered out companies that appear in a financially sound position to pay off their debts, while the second excluded firms with positive earnings per share momentum for the next three months.

[moorfield]

… Strange there is no mention of RDSB nor BP in the table as the article mentions div cover of >1.4 as a criteria. …

Maybe covered by:

Two other filters were also applied: the first filtered out companies that appear in a financially sound position to pay off their debts, while the second excluded firms with positive earnings per share momentum for the next three months.

Yes it would be helpful if they explained what that means!

Generally I ignore arbitrary filters like these (why £200 million, and 1.4x, specifically?) and prefer to look at historical trends, which pyad reduced down to a simple test for us: the 5 year rising dividend history.

Given it's forthcoming corporate action, SSE perhaps should be ignored until that has completed and the dividend policy of the spun off company becomes clear.