Search found 27 matches

by richfool
January 19th, 2017, 3:02 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: this months purchase
Replies: 12
Views: 837

Re: this months purchase

There is a summary of the various broker recommendations on Pennon here: http://www.hl.co.uk/shares/shares-search-results/p/pennon-group-ord-40.7p?tab=broker_forecasts Research here: http://www.hl.co.uk/shares/shares-search-results/p/pennon-group-ord-40.7p/share-research I was contemplating adding P...
by richfool
January 18th, 2017, 5:25 pm
Forum: Investment and Unit Trusts
Topic: Lindsell Train IT
Replies: 19
Views: 1207

Re: Lindsell Train IT

Incidentally, Numis have recently moved Lindsell Train IT to a sell rating: http://citywire.co.uk/money/numis-our-new-year-investment-trust-tips/a983333#i=5 There is also a discussion about Nick Train's holdings of Pearson in both LTI and FGT IT's in this link: http://citywire.co.uk/money/pearson-de...
by richfool
January 18th, 2017, 12:38 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: British American Tobacco (BAT) Takes over Reynolds
Replies: 8
Views: 547

Re: British American Tobacco (BAT) Takes over Reynolds

BATS has come back up by 1.85% so far today. I would think that shares of Reynolds would be more positively affected as their shareholders will be receiving the benefits of the deal. I presume this means that ultimately BATS overseas earnings will increase, which shouldn't be bad in times of sterlin...
by richfool
January 18th, 2017, 12:26 pm
Forum: Investment and Unit Trusts
Topic: Small Cap Bottom Fishing
Replies: 14
Views: 1132

Re: Small Cap Bottom Fishing

What I see there is that Mercantile and JP Morgan Mid Cap both have discounts appropriately reflective of their gearing, whilst Aberdeen Smaller Co's is more imbalanced - perhaps their gearing is more leveraged than the others? 1nv35t, I don't think there is any relationship between discounts and g...
by richfool
January 17th, 2017, 1:57 pm
Forum: Investment Strategies
Topic: Moving out of the pound
Replies: 17
Views: 578

Re: Moving out of the pound

If I was wanting to take a position to protect against £ weakness I would do so by holding US dollars (or possibly Swiss francs), but not by holding Euros. I expect continuing Euro weakness, partly because of Brexit uncertainties for the EU, also other EU countries considering an exit from the EU., ...
by richfool
January 10th, 2017, 10:32 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Advice request on HYP: Add new or top-up existing
Replies: 12
Views: 574

Re: Advice request on HYP: Add new or top-up existing

Hsheil, My suggestions for what they are worth are:

Standard Life as a top up.
Unilever as a new holding, (albeit currently slightly lower yielding), (and regardless of what sector the latter is considered to be in).
by richfool
January 10th, 2017, 12:54 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Advice request on HYP: Add new or top-up existing
Replies: 12
Views: 574

Re: Advice request on HYP: Add new or top-up existing

Standard Life as a top up. Or Unilever as a (currently lower yielding) stalwart, new holding.
by richfool
December 29th, 2016, 5:19 pm
Forum: Investment and Unit Trusts
Topic: Small Cap Bottom Fishing
Replies: 14
Views: 1132

Re: Small Cap Bottom Fishing

I appreciate your OP referred to small caps, but may I also draw your attention to Standard Life Equity Income trust (SLET), if you are looking at discounts and which according to citywire (link below) holds: FTSE 100 stocks - 39% FTSE 250 stocks - 38% FTSE small caps - 17% SLET is at a discount of ...
by richfool
December 28th, 2016, 1:37 pm
Forum: Investment and Unit Trusts
Topic: Small Cap Bottom Fishing
Replies: 14
Views: 1132

Re: Small Cap Bottom Fishing

A couple of others you might want to think about, in descending order: Aberdeen Smaller Co's Inc: Disc: 20.4% Gearing: 112% TER: 1.58% Yield: 3.35% Mercantile: Disc: 11.5% Gearing: 112% TER: 0.50% YIeld: 2.52% JP Morgan Mid Cap: Disc: 6.4% Gearing: 106% TER: 0.95% Yield: 2.73% ASCI (the first above)...
by richfool
December 23rd, 2016, 1:05 am
Forum: Investment and Unit Trusts
Topic: If you were starting again...
Replies: 30
Views: 1829

Re: If you were starting again...

Stuart, I would suggest your daughter follows your example, - and invests in a selection of well known investment trusts. My investment history is similar to yours. I started long ago (about 20 years) with investment trusts and my selection has evolved over the years to include most sectors, with an...
by richfool
December 8th, 2016, 9:29 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: National Grid - Gas distribution sale
Replies: 15
Views: 1361

Re: National Grid - Gas distribution sale

I don't know (and couldn't determine) what the overall net effect on NG's debt will be, if, & when everything is completed. Whether it proportionately reduces or increases its debt will surely effect the market's view of the stock, - particularly if signs of increasing interest rates are becomin...
by richfool
December 7th, 2016, 7:10 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: Carillion selected as the preferred bidder
Replies: 9
Views: 618

Re: Carillion selected as the preferred bidder

I hold CLLN. What is interesting regarding the fact that I hold them, is the fact that on the capital front I'm down 22%. In fact, despite this seemingly good announcement from CLLN, the stock is down 4% as I type. Yeah I can see that that the SP drop is probably down to the trading update. Its jus...
by richfool
December 1st, 2016, 9:43 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: A new share added: PNN
Replies: 10
Views: 539

Re: A new share added: PNN

I was pondering why the fall in Pennon's SP today, and came across this, from yesterday. Noted that "on the day" all 3 stocks rose by similar small amounts, so I don't know if that was the cause of today's fall or not: http://www.londonstockexchange.com/exchange/news/alliance-news/detail/1...
by richfool
December 1st, 2016, 8:33 pm
Forum: High Yield Portfolios (HYP) - Practical
Topic: A new share added: PNN
Replies: 10
Views: 539

Re: A new share added: PNN

Arb,I've been watching Pennon for a while. I too like what they do, a water utility and waste disposal company in one holding. Though I'm not sure what to make of the net debt having increased to 3.3% to £2.6Bn. I realise it's a utility and utilities have borrowings/debts. Should that be a concern? ...
by richfool
November 28th, 2016, 11:05 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: Managing a HYP+ Annually
Replies: 19
Views: 913

Re: Managing a HYP+ Annually

Gersemi wrote:I have stocks & shares ISAs with Halifax and Hargreaves Lansdown, they both produce 6 monthly statements which include a valuation and list all cash movements on the account, which includes dividend payments.

Ditto with Jarvis Investment Management and X-O.
by richfool
November 27th, 2016, 9:55 pm
Forum: Investment and Unit Trusts
Topic: An observation about Merchants Trust
Replies: 38
Views: 2746

Re: An observation about Merchants Trust

Interestingly it would seem that the best SP performance over the past year out of City of London CTY, Dunedin DIG, Murray MUT and Edinburgh EDIN is..... Dunedin Every dog has its day. I guess this is because they mucked up so badly the year before According to Citywire, over the last year, the act...
by richfool
November 26th, 2016, 3:12 pm
Forum: Investment Strategies
Topic: How best to capitalise on infrastructure spending
Replies: 6
Views: 679

Re: How best to capitalise on infrastructure spending

A topical article I came across on the HL website. Balfour Beatty, Carillion and Kier are mentioned:

https://www.hl.co.uk/news/articles/autu ... ure-stocks
by richfool
November 25th, 2016, 9:35 pm
Forum: Laughing Lemons
Topic: An idea
Replies: 6
Views: 552

An idea

I don't mean to be sour, but why not use just one topic/thread for the jokes, rather than starting a new topic for each one?!

Having to read them all separately one by one, tends to give me the pip ;) , as well as being a disincentive.
by richfool
November 25th, 2016, 8:04 pm
Forum: Investment and Unit Trusts
Topic: Caledonia Investments
Replies: 4
Views: 368

Re: Caledonia Investments

Citywire shows yield of about 2.1% and discount 18.0%. It's in the global growth sector, though has about 51% in the UK. http://citywire.co.uk/money/investment-trusts/investment-trust-factsheet.aspx?TimePeriod=12&FundID=2815 It has some unusual holdings, including holiday parks, bingo and entert...
by richfool
November 25th, 2016, 5:15 pm
Forum: Investment and Unit Trusts
Topic: Time to dump previous high flyers?
Replies: 12
Views: 756

Re: Time to dump previous high flyers?

I don't know the funds mentioned by the OP, as I mainy invest in IT's., but I would endorse the "investing is for the long haul" viewpoint, and I like being well diversified, so I would normally keep the sectors that are currently out of fashion, on the basis that their day will come (agai...

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