Luniversal’s Activity

Today

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Luniversal replied to the High Yield - Share Strategies board. 22:40

Re: Week Ahead: Nov 3 - 7 (45/52)

The third quarterly dividend for FY 2014 was declared on Oct. 6. Third-quarter figures due on Mon. (They couldn't have got them out within a week.)

It's like a trading statement with knobs on, e.g. last year's

[more]

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Luniversal posted to the High Yield - Share Strategies board. 19:10

Dividend declarations: Oct 2014


OCTOBER 2014
Company (EPIC) 2014 2013 Change Type+ Declared Ex-div Paid AGM
(p) (p) (%)


Barclays (BARC) 1.00 1.00 0.0 Q Oct30 Nov06 Dec12
BP (BP.) * 10.00c 9.50c 5.3 Q Oct28 Nov06 Dec19
BT (BT.A) [more]

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Luniversal posted to the High Yield - Share Strategies board. 19:04

Week Ahead: Nov 3 - 7 (45/52)

Monday November 3 2014

QUARTERLY REPORT
HSBC (HSBA)

FINAL PAID
DS Smith (SMDS) 6.8p


Tuesday November 4 2014

INTERIM REPORT
DCC (DCC), Value and Income Trust [more]

Yesterday

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Luniversal replied to the Investment Trusts & Unit Trusts board. 16:25

Re: British Assets sacks F&C


BSET
Year to Disct % NAV v. SP v.
Sep FTAS FTAS


1981 22.9
1982 21.8 -19.6 -18.0
1983 26.9 28.7 18.6
1984 23.2 -2.8 3.2
1985 18.9 -8.1 -2.0
1986 30.3 -1.4 -18.4
1987 18.1 -18.5 5.7
1988 [more]

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Luniversal posted to the Investment Trusts & Unit Trusts board. 11:37

British Assets sacks F&C

On Oct. 23 I wrote:

In my latest 'big boys' survey British Assets ranked 38th of 40 for dividend growth over ten years, 38th of 41 for net assets per share growth, and 39th of 41 for share price growth. In all three categories there was [more]

Wed Oct 29

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Luniversal replied to the Investment Trusts & Unit Trusts board. 14:57

Re: We're doomed!

In fact the bottom was 1940, after the Dunkirk evacuation when a German invasion was feared. The FT 30 Index hit its all-time low of 49.0, compared with 100 at its Apr. 1935 base date.

Great time to have faith in the old country, because the [more]

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Luniversal replied to the High Yield - HYP Practical board. 14:17

Re: A Juicy BLT

You are mistaking intrinsic records, the definition of sturdiness, with the ratings the market, not I, happens to have awarded those records recently.

The only one of the original 17 to falter in almost five years is Tesco. The others named [more]

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Luniversal replied to the High Yield - HYP Practical board. 12:24

Re: A Juicy BLT

BHP Billiton has been in every 'SuperHYP' since I began picking them 18 months ago. Its weekly record on yield cheapness, to supplement jack's elegant long-term graph, is this:


Friday BHP Billiton Relative to 4-week
yield
[more]

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Luniversal posted to the Investment Trusts & Unit Trusts board. 10:50

We're doomed!

"There is no recovery. We’ve thrown the kitchen sink at everything over the last five years and extended debt to unprecedented levels’.

"‘The plan was that QE would inflate away the debt and get us out of it, but it hasn’t worked [more]

Tue Oct 28

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Luniversal replied to the Investment Trusts & Unit Trusts board. 15:17

Re: Doris Here!!

There is normally a trade-off between starting yield and rate of dividend growth: the higher the former, the lower the latter. ITs are priced to equalise the present value of payouts over time (if you believe in market efficiency).

With [more]

Sun Oct 26

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Luniversal replied to the High Yield - HYP Practical board. 00:21

Re: The Fear: Sainsburys

DSGI was sold in 2009 and stopped paying dividends in 2008, never to resume.

As a result of the share swap into Dixons Carphone, dividends will be resumed.

Rentokil cut its interim sharply in 2008 and stopped paying [more]

Sat Oct 25

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Luniversal replied to the Investing for Income board. 17:55

Re: Tracker Fund vs ETF for income

If investors don't like the volatility of cash flow that dividends from OEICs generate they can set up their own reserve account so that cash in bumper years is there for leaner times.

Why stop there? Why not make all companies hand [more]

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Luniversal replied to the High Yield - HYP Practical board. 13:45

Re: The Fear: Sainsburys

'If you're going through Heil, keep going.' (WSC, almost).

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Luniversal replied to the High Yield - HYP Practical board. 12:23

Re: The Fear: Sainsburys

If you want to be extra clever, watch for real increases in wage growth.

OTOH, what if (or when) interest rates begin to zoom again-- harassing mortgage borrowers, constraining their residual budgets for food and drink? Foreclosures [more]

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Luniversal replied to the High Yield - HYP Practical board. 11:33

Re: The Fear: Sainsburys

Among FTSE 100 HYP-ables, only Tesco and Rolls-Royce have seen their yields widen more than Sainsbury in the period since my last monthly roundup on Sep. 19. Both are on profit warnings. SBRY isn't (yet).

Worth recalling too is the aftermath [more]

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Luniversal replied to the Investing for Income board. 11:14

Re: Tracker Fund vs ETF for income

Assuming the Hargreaves Lansdown list is not weeded to eliminate funds which won't bung old Peter, AFAICS only a handful of equity-based trackers have 'estimated yields' of 3% or more.

The All-Share Index is yielding 3.5%. A 'basket of [more]

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Luniversal posted to the High Yield - Share Strategies board. 10:38

Monthly review, SuperHYP 79, Juicy One

The idea that Oct. is disaster month for stock markets has little historical warrant; but its ventilation betrays London's pessimistic mood, fishing for reasons why share prices should slide.

In the 25-session reporting period Sep. 19 - [more]

Fri Oct 24

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Luniversal replied to the High Yield - HYP Practical board. 00:14

Re: United Business Media (UBM)?

I bought UBM for my Midcaps HYP in 2012 when still steered by fundamentals. The starting yield was high but growth of income has slowed to a trickle since the squeeze:

Average per-share dividend change, year/year (%):

2014: 2.2 [more]

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Luniversal posted to the High Yield - Share Strategies board. 18:56

Share income data: Oct 2014 (Week 44)


Company (EPIC) Index Price Yield Latest div. Div. compound Next
(£) (%) change growth pa declarn
yr/yr (%) 2000-13 (%)


Aberdeen Asset Man. (ADN) 100 4.12 4.1 27.9 4.6 Dec01
Admiral (ADM) 100 12.76 7.8 a [more]

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Luniversal posted to the High Yield - Share Strategies board. 18:44

Week Ahead: Oct 27 - 31 (44/52)

Monday October 27 2014

ANNUAL GENERAL MEETING
City of London Investment Trust (CTY)


Tuesday October 28 2014

QUARTERLY REPORT
BP (BP.)

TRADING STATEMENT
BG (BG.), Lloyds Banking [more]

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