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A quiet board.

Practical discussions about equity High-Yield Portfolios (HYP) for income
Forum rules
Tight HYP discussions only please - OT please discuss in strategies
idpickering
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A quiet board.

#258057

Postby idpickering » October 15th, 2019, 3:49 pm

Good afternoon all. It's been mighty quiet around here of late, so I thought I'd just ask if anyone would like to put up their HYPs on this board, for all to see, and for us to chat about. I enjoy seeing other HYPs, and learn a little bit more about the HYP system each time.

Mine was discussed here recently here; viewtopic.php?p=255791#p255791

I've shown you mine, so don't be shy, show us yours, and your thoughts too. In a different thread maybe.

Let's keep this board alive.

Ian.

NeilW
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Re: A quiet board.

#258064

Postby NeilW » October 15th, 2019, 4:13 pm

I'm of the opposite view. The HYP board has always been rather more active than it should have been.

It's a boring investment strategy for lazy people. The board ought to reflect that.

OLTB
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Re: A quiet board.

#258065

Postby OLTB » October 15th, 2019, 4:14 pm

Well, here's my full frontal:



And, shut the front door, the current capital value is higher than capital deployed (doesn't mean anything though :) ) I've taken a screen shot just to prove to myself the values can be positive every now and then!

The major fly in the ointment is Imperial Brands - I'm ruing investing what I have done so far as my real concern is that when B***** is done and dusted, someone will come in for a cheap bid and I'll be waving good bye to not only a decent slug of income, but also that capital invested and seeing a capital loss. That is of course supposition and it may never happen, but it's my main concern.

SSE has also perked up, which is good to see for my sanity.

WPP likely to be the next one topped up, but that's for next month (now that No Look November has been repealed :D )

Cheers, OLTB.

jackdaww
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Re: A quiet board.

#258069

Postby jackdaww » October 15th, 2019, 4:28 pm

NeilW wrote:I'm of the opposite view. The HYP board has always been rather more active than it should have been.

It's a boring investment strategy for lazy people. The board ought to reflect that.


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

i think it has been over hyped ( ;) ) but dont agree with the lazy people bit.

but no doubt it is quieter these days.

possibly because of the big hits many popular hyp type stocks have taken in recent years .

possibly other reasons .

:(

Dod101
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Re: A quiet board.

#258079

Postby Dod101 » October 15th, 2019, 4:58 pm

I think there are a number of reasons for the Practical Board being quieter than it used to be. Posters have discovered that there is a lot more freedom on the Strategies Board. Another reason is I think what seems to be a popular move away from a purist HYP to one which is polluted by ITs for instance.

Many of the topics have been done to death as well, such as the tobacco prices, and the reasons for the drop. This time of year there is not a lot of news as we await the calendar year end and results.

Anyway just my thoughts.

Dod

Arborbridge
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Re: A quiet board.

#258081

Postby Arborbridge » October 15th, 2019, 5:03 pm

jackdaww wrote:
NeilW wrote:I'm of the opposite view. The HYP board has always been rather more active than it should have been.

It's a boring investment strategy for lazy people. The board ought to reflect that.


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

i think it has been over hyped ( ;) ) but dont agree with the lazy people bit.

but no doubt it is quieter these days.

possibly because of the big hits many popular hyp type stocks have taken in recent years .

possibly other reasons .

:(


Not sure about the "big hits" being the cause. In the past that has usually resulted in a series of posts by people urging us to fill our boots!

More likely, the old stagers have said it all, and fewer new HYP candidates are arising on which to comment. I also wonder whether we are running out of momentum since being cast out from TMF where there was potentially a larger pool of new investors being drawn in.

Arb.

idpickering
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Re: A quiet board.

#258086

Postby idpickering » October 15th, 2019, 5:14 pm

NeilW wrote:I'm of the opposite view. The HYP board has always been rather more active than it should have been.

It's a boring investment strategy for lazy people. The board ought to reflect that.


I do get where you're coming from, and for a supposedly 'hands off' investing system, you'd think that there wouldn't be much to say. For me, I think it's important that we keep this board alive. Newbies, and I, could learn a lot from our collective input, and discussing our experiences, for good, and bad.

Ian.

tjh290633
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Re: A quiet board.

#258088

Postby tjh290633 » October 15th, 2019, 5:18 pm

After what can only be described as one of those days, with the pound up $1.273, I thought it might be worth showing my table of the chnages in SP since 1st January:

Epic     Change    Yield 
SGRO 39.72% 2.38%
TSCO 28.46% 2.76%
WMH 26.77% 4.07%
TW. 22.39% 11.18%
SSE 21.50% 7.42%
BA. 20.99% 4.07%
MARS 20.15% 6.64%
CPG 18.45% 1.97%
UU. 17.55% 4.77%
LLOY 17.37% 5.36%
AZN 17.23% 3.18%
NG. 16.92% 5.30%
BLND 16.84% 5.01%
SMDS 16.67% 4.64%
LGEN 15.93% 6.25%
ULVR 13.39% 3.00%
DGE 13.20% 2.17%
GSK 11.02% 4.83%
AV. 8.23% 7.44%
BATS 7.88% 7.53%
RIO 7.75% 7.69%
KGF 6.80% 4.88%
VOD 5.83% 4.91%
TATE 4.67% 4.26%
IMI 2.67% 4.22%
ADM 1.12% 6.23%
BHP -0.57% 6.41%
BP. -1.16% 6.56%
RB. -1.21% 2.92%
RDSB -3.61% 6.55%
BT.A -15.37% 7.64%
MKS -20.43% 5.68%
IMB -22.19% 10.46%
PSON -26.36% 2.75%
S32 -28.21% 5.63%
Av.Chg 8.01%


It will be obvious that some of the very high yielders have risen and some have fallen. Compare the fortunes of TW. and SGRO, for example. I'm sure that the various movemnets tell us something, but it is not that very high yields always present a problem.

TJH (EDited to give a better table)

idpickering
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Re: A quiet board.

#258089

Postby idpickering » October 15th, 2019, 5:24 pm

OLTB wrote:
The major fly in the ointment is Imperial Brands - I'm ruing investing what I have done so far as my real concern is that when B***** is done and dusted, someone will come in for a cheap bid and I'll be waving good bye to not only a decent slug of income, but also that capital invested and seeing a capital loss. That is of course supposition and it may never happen, but it's my main concern.


Yes tobacco shares. I hold IMB and BATS, and am surprised by the drop in sp of both. The former I topped up in Jan 19, and the later, four times this year. I get that there's a risk, but I'm happy to buy the income on offer, and regard both as long term holds going forwards.

Ian.

monabri
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Re: A quiet board.

#258091

Postby monabri » October 15th, 2019, 5:25 pm

Edit: Table deleted - duplicates TJH's revised table.

I can't see any obvious trend (change in share price plotted on the abscissa, yield plotted on the ordinate axis).

Image
Last edited by monabri on October 15th, 2019, 5:37 pm, edited 3 times in total.

tjh290633
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Re: A quiet board.

#258093

Postby tjh290633 » October 15th, 2019, 5:31 pm

monabri wrote:TJH's data with change in share price and the associated yield.


Thanks, you beat me to it. My revised table is above.

TJH

Itsallaguess
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Re: A quiet board.

#258099

Postby Itsallaguess » October 15th, 2019, 6:00 pm

Dod101 wrote:
I think there are a number of reasons for the Practical Board being quieter than it used to be.

Posters have discovered that there is a lot more freedom on the Strategies Board.

Another reason is I think what seems to be a popular move away from a purist HYP to one which is polluted by ITs for instance.


<Cough>

I very much prefer to think of it as 'enhanced'....

Cheers,

Itsallaguess

Wasron
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Re: A quiet board.

#258102

Postby Wasron » October 15th, 2019, 6:15 pm

idpickering wrote:Good afternoon all. It's been mighty quiet around here of late, so I thought I'd just ask if anyone would like to put up their HYPs on this board, for all to see, and for us to chat about. I enjoy seeing other HYPs, and learn a little bit more about the HYP system each time.

Mine was discussed here recently here; viewtopic.php?p=255791#p255791

I've shown you mine, so don't be shy, show us yours, and your thoughts too. In a different thread maybe.

Let's keep this board alive.

Ian.


If we go back a few years (and to TMF) we had posters like Luni and Johnny Cyclops posting regular theoretical HYPs based on a recurring screening method. These would often flag up previously unidentified companies going through a temporary blip (or at the beginning of a more significant decline).

I regularly run basic screens, but as I access LMF on an iPhone posting tables is torturous (so I don’t post anything). - and to be clear this is not at a dig at this site

My screens this year have identified three companies with yields of 4-5% with dividends growing nicely (potentially making up for the average yield).

Carnival - global cruise company, a growing industry with decent barriers to entry

Ibstock- brick makers, a nod to construction without having to pick a particular house builder ( whose massive price rises in recent years made me think I’d missed the boat on them). A special this year pushed them well into high yield territory

Mondi - global packaging company heavily into recycling and owning some forestry too

I hold all. I hope they all continue to grow their dividends nicely.

Hopefully some ideas from paths less traveled, but still large UK stocks

Regards

Wasron

Breelander
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Re: A quiet board.

#258115

Postby Breelander » October 15th, 2019, 7:11 pm

idpickering wrote:Good afternoon all. It's been mighty quiet around here of late ... Let's keep this board alive....


I'm tired of being 'flamed' every time I post my HYP. As a result I lurk a lot more than I post these days :(

JuanDB
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Re: A quiet board.

#258125

Postby JuanDB » October 15th, 2019, 8:01 pm

I noticed the board became noticeably quieter at the time the company news board was created. The daily threads based on RNS were always interesting, and largely migrated there.

Personally I find the long lived company threads harder to follow and less engaging as they tend to go quiet and restart based on unrelated events. Just my view.

dspp
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Re: A quiet board.

#258126

Postby dspp » October 15th, 2019, 8:20 pm

monabri wrote:Edit: Table deleted - duplicates TJH's revised table.

I can't see any obvious trend (change in share price plotted on the abscissa, yield plotted on the ordinate axis).

Image


There is a weak trend. Higher yielders have greater declines. The R² = 0.0667 .

I wouldn't rush to put too great a reliance on this weak correlation that relies on data from over only 9-months. I'd be interested to see the data for some HYP portfolios over say 10-years with no survivor bias !.

(I have popped the data below in a way that ought to make it easier for people to import into a spreadsheet i they want to look themselves)

Investing should be boring. Interesting times are not a good fate - if you want that go to a war zone.

regards, dspp

Code: Select all

Epic |   Change |  Yield
SGRO |   39.72% |  2.38%
TSCO |   28.46% |  2.76%
WMH  |   26.77% |  4.07%
TW.  |   22.39% | 11.18%
SSE  |   21.50% |  7.42%
BA.  |   20.99% |  4.07%
MARS |   20.15% |  6.64%
CPG  |   18.45% |  1.97%
UU.  |   17.55% |  4.77%
LLOY |   17.37% |  5.36%
AZN  |   17.23% |  3.18%
NG.  |   16.92% |  5.30%
BLND |   16.84% |  5.01%
SMDS |   16.67% |  4.64%
LGEN |   15.93% |  6.25%
ULVR |   13.39% |  3.00%
DGE  |   13.20% |  2.17%
GSK  |   11.02% |  4.83%
AV.  |    8.23% |  7.44%
BATS |    7.88% |  7.53%
RIO  |    7.75% |  7.69%
KGF  |    6.80% |  4.88%
VOD  |    5.83% |  4.91%
TATE |    4.67% |  4.26%
IMI  |    2.67% |  4.22%
ADM  |    1.12% |  6.23%
BHP  |   -0.57% |  6.41%
BP.  |   -1.16% |  6.56%
RB.  |   -1.21% |  2.92%
RDSB |   -3.61% |  6.55%
BT.A |  -15.37% |  7.64%
MKS  |  -20.43% |  5.68%
IMB  |  -22.19% | 10.46%
PSON |  -26.36% |  2.75%
S32  |  -28.21% |  5.63%
   

Walrus101
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Re: A quiet board.

#258133

Postby Walrus101 » October 15th, 2019, 9:10 pm

Pretty sure having a quiet board was the stated aim 6 months ago. No one is complaining so everything is working just fine.....

Rare I even log on to lemon fool now. Hope everyone is keeping well and yes I miss the old board.

idpickering
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Re: A quiet board.

#258158

Postby idpickering » October 16th, 2019, 5:43 am

Breelander wrote:
idpickering wrote:Good afternoon all. It's been mighty quiet around here of late ... Let's keep this board alive....


I'm tired of being 'flamed' every time I post my HYP. As a result I lurk a lot more than I post these days :(


That is a real shame Breelander. I, for one, enjoyed your input. Here’s to seeing more of you hereabouts,

Ian.

Arborbridge
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Re: A quiet board.

#258168

Postby Arborbridge » October 16th, 2019, 7:35 am

Breelander wrote:
idpickering wrote:Good afternoon all. It's been mighty quiet around here of late ... Let's keep this board alive....


I'm tired of being 'flamed' every time I post my HYP. As a result I lurk a lot more than I post these days :(


I think you should try again. Those critics might have gone quiet (it goes in phases - even fashions in moderation change ;) ), and in any case many of us enjoyed your contributions. You are one of the few near-as-damn-it classic HYPers around who always did report progress in an intellectually rigorous and readable way.

It's people like you we need to continue.....


Arb.

jackdaww
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Re: A quiet board.

#258169

Postby jackdaww » October 16th, 2019, 8:04 am

Arborbridge wrote:
Breelander wrote:
idpickering wrote:Good afternoon all. It's been mighty quiet around here of late ... Let's keep this board alive....


I'm tired of being 'flamed' every time I post my HYP. As a result I lurk a lot more than I post these days :(


I think you should try again. Those critics might have gone quiet (it goes in phases - even fashions in moderation change ;) ), and in any case many of us enjoyed your contributions. You are one of the few near-as-damn-it classic HYPers around who always did report progress in an intellectually rigorous and readable way.

It's people like you we need to continue.....


Arb.


agreed..

and less zealous zealots would be an improvement..

:)


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