BT was the subject on the HYP-P board. Rather than just delete the off-topic stuff, with all the criticism that that brings, I'm moving it here in case anyone is remotely interested. - Chris
Walrus101 wrote:kempiejon wrote:BT are one of my HYP's larger contributors to income just ahead of BP, SSE and Taylor Wimpey but all are within my safety and diversification limits. This is the highest yield I've seen from BT for a while now but the dividend has also been static for a couple of years. Perhaps the detractors are here to protect us from ourselves as we do not know what we are doing by investing in a diversified portfolio of high yield, large cap shares for income so thanks for that.
Do you not think in the current environment though that there is an argument that " diversified portfolio of high yield large cap shares" could also be phrased something like "conviction portfolio of large cap high yield shares with significant company specific business risks"
With regard the latter surely it is healthy to discuss the merits of the individual shares
I do not think there has ever been a problem in discussing the merits of individual shares. That surely is what the Board is about. The problem is with people questioning and arguing over the merits of HYP in the first place. I for one have never argued against that but I will discuss the merits of individual shares. In view of the mods comments I will say no more.
Dod