kempiejon wrote:I too hold them all save LAND and second Ian's thanks to Ian for the updates though I've found the link and I'm reading stockopeadia now.
On the specific share picks I'd probably pass on a couple of them for reasons I've expressed elsewhere on this site, VOD cover and SLA history in the current incarnation, BHP and AV dividend history but I have a mature HYP and plenty of shares to add to. Perhaps, if like Stephen I was crating a new HYP from scratch and hence had to find 15 or more picks I might have to relax some of my scruples to make a full portfolio so perhaps they would make it in.
I hold all apart from ITV, BLND, LAND and WPP, although all would be on my list.
I agree with you about SLA, might as well wait until the new set-up reports, at least once is my thinking. I am however ok with VOD, thanks to the Free Cash Flow figures, and, assuming no significant changes, another purchase will complete on the 10 April, which will bring the holding concentration by value up to about 4.85%. Probably enough for the foreseeable but in any case we shall know more on the 14 May when the finals are published. BHP I hold and it is one of my larger holdings, but otherwise it is not off-limits for a top-up.
I do disagree with you about Aviva which has had 5 consecutive dividend increases. Are you still sore about 6 to 7 years ago?
Well each to their own.
Anyway, thanks for your input
Ian
