Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to eyeball08,Wondergirly,bofh,johnstevens77,Bhoddhisatva, for Donating to support the site

Dividend Danger Zone

For discussion of the practicalities of setting up and operating income-portfolios which follow the HYP Group Guidelines. READ Guidelines before posting
Forum rules
Tight HYP discussions only please - OT please discuss in strategies
Clitheroekid
Lemon Quarter
Posts: 2874
Joined: November 6th, 2016, 9:58 pm
Has thanked: 1389 times
Been thanked: 3804 times

Dividend Danger Zone

#230798

Postby Clitheroekid » June 19th, 2019, 4:05 pm

I thought this may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... U5MTY0NQS2

idpickering
The full Lemon
Posts: 11350
Joined: November 4th, 2016, 5:04 pm
Has thanked: 2475 times
Been thanked: 5794 times

Re: Dividend Danger Zone

#230819

Postby idpickering » June 19th, 2019, 5:11 pm

Clitheroekid wrote:I thought this may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... U5MTY0NQS2


It is indeed, thank you. I see Vodafone get a mention. I hold these, and although they've been a pretty rubbish investment overall, I can't seem to get around to dumping them. Not only to do so would make my -22% capital loss a reality, where do I move any released dosh? I have most of the usual HYP faves already.

Ian.

monabri
Lemon Half
Posts: 8421
Joined: January 7th, 2017, 9:56 am
Has thanked: 1548 times
Been thanked: 3441 times

Re: Dividend Danger Zone

#230834

Postby monabri » June 19th, 2019, 6:04 pm

The text in the article refers to a cut in the VOD dividend but the table doesn't (I suspect that the div cover value has been copied across by mistake).

BobGe
Lemon Slice
Posts: 554
Joined: November 5th, 2016, 12:49 am
Has thanked: 176 times
Been thanked: 125 times

Re: Dividend Danger Zone

#230890

Postby BobGe » June 20th, 2019, 1:19 am

Clitheroekid wrote:I thought this may be of interest to HYP'ers - https://www.ii.co.uk/analysis-commentar ... U5MTY0NQS2

But is it right?
https://www.londonstockexchange.com/exc ... 4GGGBXSSMM

kempiejon
Lemon Quarter
Posts: 3563
Joined: November 5th, 2016, 10:30 am
Has thanked: 1 time
Been thanked: 1184 times

Re: Dividend Danger Zone

#230919

Postby kempiejon » June 20th, 2019, 9:07 am

Seems they are missing a little on accuracy then as I doubt
TUI AG (LSE:TUI) are really a Bookmaker 8.1% 1.8 6 neither are Charter Court Financial Services (LSE:CCFS) Bookmaker and neither William Hill (LSE:WMH) not 888 Holdings are Hotels Restaurants and Leisure. At first glance the yield numbers looks in the right region.

daveh
Lemon Quarter
Posts: 2202
Joined: November 4th, 2016, 11:06 am
Has thanked: 412 times
Been thanked: 808 times

Re: Dividend Danger Zone

#230923

Postby daveh » June 20th, 2019, 9:16 am

kempiejon wrote:Seems they are missing a little on accuracy then as I doubt
TUI AG (LSE:TUI) are really a Bookmaker 8.1% 1.8 6 neither are Charter Court Financial Services (LSE:CCFS) Bookmaker and neither William Hill (LSE:WMH) not 888 Holdings are Hotels Restaurants and Leisure. At first glance the yield numbers looks in the right region.

WMH are in the Travel and Leisure ICB sector - subsector Gambling
CCFS are in the Financial Services ICB Sector - subsector Mortgage Finance
TUI are in the Travel and Leisure ICB sector - subsector Travel and Tourism


It does worry you when they can't get the basics right and you worry if you can rely on the rest of the information.

Wasron
2 Lemon pips
Posts: 218
Joined: November 4th, 2016, 5:03 pm
Has thanked: 172 times
Been thanked: 119 times

Re: Dividend Danger Zone

#230931

Postby Wasron » June 20th, 2019, 9:57 am

I thought it odd that they highlighted BBA Aviation.

I hold them and consider them a boring business to business provider of airport services. They also only yield around 4%.

Given the number of higher yielding shares with static dividends it seemed odd to focus on one that was lower yielding and still increasing the dividend.

Alaric
Lemon Half
Posts: 6063
Joined: November 5th, 2016, 9:05 am
Has thanked: 20 times
Been thanked: 1413 times

Re: Dividend Danger Zone

#230934

Postby Alaric » June 20th, 2019, 10:13 am

Wasron wrote:I hold them and consider them a boring business to business provider of airport services. They also only yield around 4%.


Another danger sign is where the dividend yield is increasing because the price reduces. That doesn't apply to BBA in the shorter term where the price has been recovering this year from a low point last December.

According to morningstar, the total return over the past 5 and 10 years has exceeded the FTSE 100.


Return to “HYP Practical (See Group Guidelines)”

Who is online

Users browsing this forum: No registered users and 30 guests