OLTB's HYP - topped up Vodafone

[OLTB]

What it says on the tin! HYP now looks like this:



HYPTUSS states running yield now 6.18%

Cheers, OLTB.

[Arborbridge]

HYPTUSS states running yield now 6.18%

Cheers, OLTB.

Wow!!!

[OLTB]

HYPTUSS states running yield now 6.18%

Cheers, OLTB.

Wow!!!

Or possibly

Cheers, OLTB.

[88V8]

Is Vodafone really an HYP share?
Given its hugely uncovered divi, and unestablished business model?

LSE gives a yield of 8.66% http://www.lse.co.uk/SharePrice.asp?sha ... DAFONE_GRP. which is a red flag, although if I were considering a purchase I would want to establish its veracity.

I do hold, but wonder whether I should.

V8

[kempiejon]

HYPTUSS states running yield now 6.18%

Cheers, OLTB.

Wow!!!

Aye, wow and not much wrong with that lot.
Have you got Sky as yielding 0% as you'll soon be able to deploy that into something above 4 for a tiny bit more.

[OLTB]

HYPTUSS states running yield now 6.18%

Cheers, OLTB.

Wow!!!

Aye, wow and not much wrong with that lot.
Have you got Sky as yielding 0% as you'll soon be able to deploy that into something above 4 for a tiny bit more.

Thanks kempiejon

HYPTUSS's yield for SKY is 1.60%, so it may be a little out of kilter with what is realistic. As you say, when the SKY sale proceeds drop into the cash account I shall move into something more HYP-like to increase income further.

In terms of the running yield figure, I assume that the yield shown is this high because the HYP capital value has dropped quite a bit over the last few days and when some of the constituents start to recover in terms of capital values, this running yield figure will drop back into the 5%+ bracket. I might be wrong, so happy to be put right!

Cheers, OLTB.

[Quint]

Is Vodafone really an HYP share?
Given its hugely uncovered divi, and unestablished business model?

LSE gives a yield of 8.66% http://www.lse.co.uk/SharePrice.asp?sha ... DAFONE_GRP. which is a red flag, although if I were considering a purchase I would want to establish its veracity.

I do hold, but wonder whether I should.

V8

Me too, I have it my SIPP, the wife's SIPP and my fund account. I have no plans to add, I really do not know where this business is heading and that comes from somebody who worked as a network engineer for 16 years and have an ex colleague who works for them.

[OLTB]

https://www.thetimes.co.uk/article/time ... 5ec83c5e07

A wonderful piece of confirmation bias to make me feel warm on a wet Sunday morning!

Cheers, OLTB.

[jackdaww]

https://www.thetimes.co.uk/article/time-to-get-back-together-with-voda-rvpffkjvk?shareToken=5fb696dbdab05a466e831d5ec83c5e07

A wonderful piece of confirmation bias to make me feel warm on a wet Sunday morning!

Cheers, OLTB.

============================

i topped up at 180 .

i will be topping some more at current (150) levels.

[EssDeeAitch]

Interesting and hopeful article (I own VOD) but elsewhere on this forum I have been warned off about giving any credence whatsoever to analysts views. When an analyst confirms our bias (we all have them), do we believe them?

[Walrus]

Vodafone is yielding 8 percent. FWIW I believe you will receive your 8 percent dividend for now and the foreseeable future. If that happens I struggle to see the SP dropping much further.

[DiamondEcho]

I'm probably going to top-up VOD shortly. The VOD in my portfolio if held for my wife; effectively accumulated birthday/Xmas presents* that have rolled up. So the price I can choose to pay is entirely discretionary, I can wait until I see stress, or irrational prices. I reckon there is likely decent value to be had now when taking a say HYP/5-10yr+ view
FWIW I'm also wondering if IMB/Imperial after the week it's had [-6.3% on Friday, -4.3%/week], now merits the slide-rule being lined up against it...

*and no, I don't just buy her VOD at those times i/o 'nice shiny physical consumer stuff', they're just something additional and more lasting/L-T in the background.

Moderator Message:
This does not in anyway seem to be a HYP way of selecting and purchasing shares. Please read the guidelines and keep post relevant to HYP guidelines for this board. Thank you, in advance. Raptor.

[OLTB]

Interesting and hopeful article (I own VOD) but elsewhere on this forum I have been warned off about giving any credence whatsoever to analysts views. When an analyst confirms our bias (we all have them), do we believe them?

Quite right - I only believe analysts when the article reinforces a recent action I have undertaken

Cheers, OLTB.

p.s. @DE - I also may opt for IMB as well for my next slug of cash...

[jackdaww]

Interesting and hopeful article (I own VOD) but elsewhere on this forum I have been warned off about giving any credence whatsoever to analysts views. When an analyst confirms our bias (we all have them), do we believe them?

Quite right - I only believe analysts when the article reinforces a recent action I have undertaken

Cheers, OLTB.

p.s. @DE - I also may opt for IMB as well for my next slug of cash...

and i topped up on bats as well ..

[idpickering]

and i topped up on bats as well ..

Funnily enough, I was looking at BATS for next month’s top up myself. I have a full holding of Imperial Brands, and did top up my BATS holdings only a few months ago. A little more BATS wouldn’t hurt maybe? To get back on topic though, my VOD top up for this month, alongside a smaller top up of MARS still stands.

Ian.

[monabri]

I see that the yield on BATS & IMB is currently 5.97% and 6.99% (according to dividend data). Rounding up a bit, we have yields of 6% and 7%.

Which one is the one most likely to maintain and/or grow the dividend?

[idpickering]

I see that the yield on BATS & IMB is currently 5.97% and 6.99% (according to dividend data). Rounding up a bit, we have yields of 6% and 7%.

Which one is the one most likely to maintain and/or grow the dividend?

To be honest monabri, I have no concerns regarding either of them doing just that.

Ian.

[88V8]

I see that the yield on BATS ... is currently 5.97% ... Which one is the one most likely to maintain and/or grow the dividend

To be honest monabri, I have no concerns regarding either of them doing just that.

LSE, the source to which I habitually and perhaps erroneously go for thumbnails has a yield of 5.3% this morning http://www.lse.co.uk/SharePrice.asp?SharePrice=bats.
Of more interest if true, is the cover which is over ten times, so as you say there would be plenty of scope for continued growth.

It's been a while since I topped up anything much, what with trying to guess which way prices will go post-Br**** , but I just bought a few more BATS, thankyou for the prompt.
After all, it's good being able to support something British in the manufacturing sector :}

V8

[monabri]

LSE, the source to which I habitually and perhaps erroneously go for thumbnails has a yield of 5.3% this morning http://www.lse.co.uk/SharePrice.asp?SharePrice=bats.
Of more interest if true, is the cover which is over ten times, so as you say there would be plenty of scope for continued growth.

V8

Interesting - I suspect that the calculation of dividend cover is incorrect at over 10x (!)

(I wonder where London South East ('lse') gets it's info?)

Why I raise the issue is because "SimplyWallStreet" also claims a dividend cover of well over a factor of 10.

Based on free cash flow data from Morningstar, I reckon the dividend cover is more like 1.1 (£2.38 free cash flow per share / £2.18 dividend).

Digital Look indicates a current dividend cover of 1.5 and a forecast cover of 1.5. these latter sources (Morningstar & DL) seem more realistic.

[PinkDalek]

… (I wonder where London South East ('lse') gets it's info?) ...

Datafeed and UK data supplied by NBTrader and Digital Look. from the foot of the page linked.