Some Favourites on Offer

[monabri]

Quite a few attractive yields on offer on some HYP shares. Will it get even better is the question (consults crystal ball...) ?

[OLTB]

Thanks monabri - probably HSBA for me next.

Cheers, OLTB.

[spiderbill]

Yes, it's tempting, but your top 4 are all in my largest 8 holdings so I'm pretty heavily invested in them already. I might toss a couple of k at LGEN anyway but financials seem to be taking much of the flak in this downturn and I'm probably too high on Insurance as it is.
The level of drop in Aviva I find really surprising since only a few weeks ago everyone in the financial press seemed to be saying how undervalued they were and how well their recovery had been going.

Don't know much about PHNX - aren't they in the same sector as Chesnara (which I hold)?

Of course if you're feeling brave you could always go for Taylor Wimpey who just touched 10.1%. Dread to think what Luni would make of that level of yield!

[Arborbridge]

I'd say: take your time. I could be badly wrong, but I suspect there will be many opportunities to buy at reasonable yields like this. The sweet shop is definitely open, but my feeling is that it will stay open for a while.

Coincidentally, tonight, I was looking at some of my top yielders too - all of which (and more) are in your list - and I note that their price charts are falling like stones. When that happens, they aren't going to rise again in a hurry.

And this isn't just about yield due to falling prices: my dividend per unit forecast for the 12 months ahead has risen by around 10% during this year.

Let the good yield times roll.

Arb.

[monabri]

With the DOW falling another 600+points today,....we might see knock on effects tomorrow!

[Wizard]

And the wave of selling rolled on to Asia over night...

[moorfield]

Quite a few attractive yields on offer on some HYP shares. Will it get even better is the question (consults crystal ball...) ?

All boats are falling on the same tide - the trick is to spot which are falling faster than others. Relative to the FTSE100, LGEN's yield is the same as it was at the start of the year, about 1.4x. BATS on the other hand was 0.9x and is now 1.2x. WPP anyone?

[monabri]

WPP anyone?

Topped up today to 3.56% of my p/f.

[monabri]

In the spirit of Jim Bowen (look at what you could have won!), I thought I'd list out some more yields "on offer" (specials not included).

Is "now" the time to top up (assuming money available)

For reference, the current FTSE100 yield is 4.51% according to dividend data website.

[idpickering]

Thanks monabri, that’s. A handy list. My next monthly dollop of cash isn’t until 22nd Nov and I’m looking at VOD or WPP as you chosen pick. Mind you, with this fickle market that might change.

Ian.

[Walrus]

In the spirit of Jim Bowen (look at what you could have won!), I thought I'd list out some more yields "on offer" (specials not included).

Is "now" the time to top up (assuming money available)

For reference, the current FTSE100 yield is 4.51% according to dividend data website.

Topping up Lloyds, and Vod tomorrow. Will most likely top up BRCI also rather than any of the individual holdings above.

I'd be lieing if I said I wasn't getting nervous about Vod feels like I have been buying it down from 180, this is the third top up now this year. I'm right at the maximum now.

[Dod101]

I would not touch any down to HSBC and then fill your boots. You will never get it right but that is what I would do. Please ignore it or at least do not take it as a recommendation!

Dod

[IanTHughes]

I would not touch any down to HSBC

Why not? Is it simply because they are High Yield?


Ian

[Arborbridge]

HSBC at 6.57%? Phew!

Let's raise the Ghost of Luni - wouldn't his acceptable ield go up to 6.7% now? Pretty astonishing - yet we are hardly in bear territory on the FTSE. My P and F target 6900, set in August, has just about been touched but not broken.

More to come?


Arb.

[idpickering]

HSBC at 6.57%? Phew!

Arb.

I'd buy some of that. In fact it is my intention to do so soon.

Ian.

[moorfield]

For reference, the current FTSE100 yield is 4.51% according to dividend data website.

These ones we can ignore then presumably, unless we are (controversially) deciding to top up while our overall portfolio yield remains above 4.51%.

[Dod101]

I would not touch any down to HSBC

Why not? Is it simply because they are High Yield?

With a very broad brush, yes, but individually they all have features I do not like.

Dod

[Dod101]

I would not touch any down to HSBC

Why not? Is it simply because they are High Yield?

With a very broad brush yes, but they all have features I do not like. They are all particularly high yield for a reason and some of these reasons are unacceptable to me. I must say though that the market looks oversold on the basis of the yields on even attractive shares, although that is not to say that it could not go a lot lower.

Dod

[tjh290633]

For reference, the current FTSE100 yield is 4.51% according to dividend data website.

These ones we can ignore then presumably, unless we are (controversially) deciding to top up while our overall portfolio yield remains above 4.51%.

That ignores special dividends paid regularly by Admiral and Taylor Wimpey, for example.

TJH

[Arborbridge]

For reference, the current FTSE100 yield is 4.51% according to dividend data website.

These ones we can ignore then presumably, unless we are (controversially) deciding to top up while our overall portfolio yield remains above 4.51%.

That ignores special dividends paid regularly by Admiral and Taylor Wimpey, for example.

TJH

I was about to point that out also. I've always looked at the whole package from Admiral, including specials, because these are a regular feature. The historic yield for ADM including specials is around 6.0% at this morning's price and in my view should be up for consideration along with the others at 6%.

Arb.