I have a couple of possible changes to make for my P-HYP (pseudo-HYP). These would be caused by
- SMDS (Industrials sector): Impending takeover by IP
GLEN (Basic Materials sector): Recent dividend reduction
As I currently operate, the next respective cabs off the rank from the FTSE 100 would be
- SKG: Like-for-like, but seems fully priced (or DCC, slightly different, which is good, and only slightly lower yield according to Dividend Data: 3.46% vs 3.48%)
AAL: Subject to a takeover (battle?) and similarly seem fully priced
The other option would be to dip into the FTSE 250, which would instead give
- MGNS: Quite different within their sector - I know quite a bit about them
VCT: Also quite different within their sector - I don't know much about them (Victrex)
Any thoughts on the companies in question and their current pricing?
Regards, Newroad