F958B’s Activity

Mon Mar 17

NL

Boards Post

F958B replied to the Reckitt Benckiser plc board. 20:40

Re: PE

In the 1990s the historic P/E of what was then known as 'Reckitt & Colman' was in the mid to high teens (14.5x to 18.5x).
RB spent much of the 2000s in the same range as the 1990s and also in recent years.
The exception was a falling out [more]

Wed Feb 26

NL

Boards Post

F958B replied to the Investment Strategies board. 10:16

Re: momentum

What about Digitallook's heatmap function?

http://www.digitallook.com/cgi-bin/dlmedia/security.cgi?csi=...

Fri Feb 14

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 11:52

Re: Tate v. AMEC: mind the gap

Luni

I wasn't trying to claim that one or other company was better. I don't hold shares in either and there are other companies higher up my buying list at the moment.

My post was intended to point out that:
1. Dividend growth [more]

Thu Feb 13

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 21:40

Re: Tate v. AMEC: mind the gap

In the last five years, AMEC gradually reduced dividend cover from 2.7x to 2.0x, giving the dividend growth rate an unrepeatable one-off turbocharge.
Over the same period, Tate strengthened their cover from 1.7x to 2.1x.

If AMEC had [more]

Wed Feb 12

NL

Boards Post

F958B replied to the High Yield - Share Strategies board. 17:42

Re: Somebody asked.......

"....Do Director's share purchases count towards your scoring?...."

Director purchases or notifiable interests probably wouldn't have any significant direct effect (e.g. half a point at most) but such purchases - or sales [more]

Mon Feb 10

NL

Boards Post

F958B replied to the High Yield - Share Strategies board. 16:50

Re: Somebody asked.......

I haven't been very active - or I have been erratic - in the last several months because of complex things going on in my personal life combined with what looked like stretched valuations for most FTSE companies which I could not justify paying [more]

NL

Boards Post

F958B replied to the Centrica plc board. 12:23

Re: Energy firms' profit margins under scrutiny ...

I welcome an investigation.

It will almost certainly show little or no conspiracy on the part of the companies, and that profit margins are not at all extortionate.

Then the companies can get back to business as usual - perhaps even [more]

Sun Feb 9

NL

Boards Post

F958B posted to the High Yield - Share Strategies board. 17:52

Somebody asked.......

Based on Friday evening (07/02/2014) closing prices.

A = very good, very strong, very high
B = good
C = average
D = slightly low, slightly weak
E = somewhat low, somewhat weak
F = very low, very weak
G = critically [more]

Thu Feb 6

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 10:17

Re: AZN Finals

Some on the HYP boards demand a growing dividend.

But on a five-year-view (the time it is likely to take for AZN to start raising their dividend) a 4.5% yield that's not growing will still be as high in five years time as a 3.5% yield [more]

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 09:53

Re: AZN Finals

Management guidance in mid-January, coinciding with the uprating of the shares:

".....AstraZeneca has made good progress in accelerating and replenishing its portfolio....."

".......AstraZeneca's late-stage pipeline [more]

Sun Feb 2

NL

Boards Post

F958B replied to the High Yield - Share Strategies board. 19:43

Re: triple your income

The really ironic thing is that although I use gearing, if I didn't use gearing I think most would say that my core investment strategy, my methods of share selection and my several-year or longer holding horizon is fairly cautious.
I would not [more]

NL

Boards Post

F958B replied to the High Yield - Share Strategies board. 16:21

Re: triple your income

Hi Excel.

If you forced me to select a portfolio for immediate purchase (based on Friday's closing prices), and where:
1. It would be purchased with substantial amounts of gearing.
2. Short-to-medium-term adverse price movements [more]

NL

Boards Post

F958B replied to the High Yield - Share Strategies board. 12:06

Re: triple your income

I have used gearing on-and-off for over a decade. I prefer mortgage/loan financing and certificated shares rather than spreadbetting because I fear that various financial system hiccups could wipe me out if I achieve the same level of gearing using a [more]

Sat Feb 1

NL

Boards Post

F958B replied to the Gold & Other Precious Metals board. 11:14

Re: Emerging Markets and currency turmoil

Most investors should buy gold as portfolio diversification (10% of total net worth or 20-25% of investments in gold only slightly reduces the annual real return of a portfolio but greatly reduces the annual volatility).
Buying gold (or any other [more]

Tue Jan 28

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 19:03

Re: The UK dividend shares under threat in 2014

"....I wonder what next years danger dividends will be?...."

Admiral, Resolution, Severn Trent would be top of my list for cuts in the next year or two. That doesn't mean they will cut. Just that they look to be [more]

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 13:06

Re: The UK dividend shares under threat in 2014

Severn Trent look weak and might be forced to cut within a couple of years even without regulatory/government interference, but the others look OK into the medium term; any cuts from the others will be out of choice (or bad management which can [more]

Sun Jan 19

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 13:56

Re: Topped up Morrison today

Arb,

I'm still around, but I have a lot of things going on in my life outside of investment and my visits to the Fool site are erratic.
And as I've said several times in the last year; I think markets in general are too expensive and too [more]

Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools
Board Posts 1173
Recs Received 5872
People who have rec'd these posts 867
Recs to Posts Ratio (last 30 days) N/A
Threads Started 26
Threads Started Percentage 2.22 %
Most Frequent Board High Yield - HYP Practical
Very First Post Re: List of available shares, alongside ratios e (24/06/2010)
Percentage of Posts Rec'd 80.90 %
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