Luniversal’s Activity

Today

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Boards Post

Luniversal replied to the High Yield - HYP Practical board. 1 minute ago

Re: Tesco Trading Statement

At least it's a rarity. Apart from currency differences, Tesco's cut is set to be the first between financial years in a 'Sturdy Seventeen plus two' company since Reed Elsevier's in 1998-99 and AstraZeneca's in 2001-02.

However, Wm Morrison [more]

Yesterday

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Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:30

Re: Talk of FCPT divi rise

"Barring unforeseen circumstances, it is the Board's intention that the dividend will continue to be paid monthly at the same rate."

Interim report:

[more]

Wed Aug 27

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Luniversal posted to the Investment Trusts & Unit Trusts board. 12:32

Revisiting the Growth Ten

Two years ago I sized up the ten largest generalist investment trusts which specialise in long-term capital gain. The 20-year record is here:

[more]

Tue Aug 26

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Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 21:42

Re: Law Debenture’s fiduciary business

At their latest financial year ends nine of the 'Growth Ten' (#17031) other than LawDeb averaged a discount of 6.8%. In my last semi-annual review of all larger ITs, the 44 classified as Growth were on 5.5%.

Since LWDB has been superior in [more]

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Luniversal replied to the Investment Strategies board. 21:29

Re: Sell everything and buy Lifestrategy?

Never put all your eggs in one basket. The most reputable can turn out to have a hole in the bottom.

If you are diverting down Organised Defeatism Boulevard with trackers, at least spread the stake over several providers.

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Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 18:04

Re: Talk of FCPT divi rise

Infrastructure funds were marketed on the probability that income would at least keep up with inflation, which by and large since the crisis they have not: e.g. Primary Health Properties, HICL.

Commercial property funds were less [more]

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Luniversal replied to the Investment Trusts & Unit Trusts board. 12:45

Re: Talk of FCPT divi rise

And UKCM has had to 'rebase' its quarterly dividend by one-third, whereas FCPT's monthly payment has come through. However it has not been raised since the flotation in 2006 and is worth almost one-quarter less in real terms now. (I picked UKCM for [more]

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Luniversal replied to the High Yield - Share Strategies board. 12:26

Re: Monthly review, SuperHYP 70, Juicy One

You have to take the CAGR as illustrating the sturdiness score. Scoring rules account for strange patterns of payout such as Go-Ahead's. Its dividend growth rate was 27.6% pa in 2000-06 but 5.1% pa in 2006-13, freezing from 2009 onward: no freeze in [more]

Mon Aug 25

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Boards Post

Luniversal replied to the High Yield - Share Strategies board. 01:23

Re: Monthly review, SuperHYP 70, Juicy One

It is out of the danger zone, but I will earn less income.

As I said before, you do not know that. Income production over the envisaged lifetime of an income portfolio (till death) is influenced more by the future dividend growth [more]

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Luniversal replied to the High Yield - HYP Practical board. 12:01

Re: Shh....

No doubt memories of 2008-10 have spooked income investors about being let down with a bump and no warning, but it has seldom happened since. Slow attrition of purchasing power by subinflationary increases or pegging the rate is far more prevalent. [more]

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Boards Post

Luniversal replied to the High Yield - Share Strategies board. 11:52

Re: Monthly review, SuperHYP 70, Juicy One

HYPers, in this instance, would have certainly been better off buying a little while ago when the shares were cheaper.

Time will tell. There can be no 'certainly' about it unless you are privy to AstraZeneca's dividend record over the [more]

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Boards Post

Luniversal replied to the High Yield - Share Strategies board. 11:36

Re: Monthly review, SuperHYP 70, Juicy One

The sole object of sturdometric selection is a lump-sum income portfolio, to be held for the rest of one's days with the minimum of attendant trouble or unease.

The model I prefer is the SuperHYP. AstraZeneca has a 'sturdiness score' which [more]

Sun Aug 24

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Luniversal replied to the High Yield - Share Strategies board. 15:13

Re: Monthly review, SuperHYP 70, Juicy One

Scores depend on totals paid in a complete calendar year, and are reviewed after all candidates have declared. For 2014 this cannot happen until stragglers such as Investec and SABMiller report in three months time.

Exceptionally a score can [more]

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Luniversal replied to the High Yield - Share Strategies board. 11:06

Re: Monthly review, SuperHYP 70, Juicy One

it is now more expensive to buy its income, which seems like a worse proposition than before, not better.

Having to fend off a bidder (and Pfizer is allowed another shot) may sharpen Astra up, making it a better proposition as a [more]

Sat Aug 23

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Boards Post

Luniversal posted to the High Yield - Share Strategies board. 12:45

Monthly review, SuperHYP 70, Juicy One

For more than a year the market has dithered about which way to break. In the latest 25-session 'month' (Jul. 21 to Aug. 22) the All-Share Index (FTAS) rose by 0.7%. The score so far in 2014 has been six months up and two down: it leaves the index [more]

Fri Aug 22

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Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:21

Share income data: Aug 2014 (Week 35)


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


Aberdeen Asset Man. (ADN) 100 4.32 3.9 27.9 4.6 Nov
Admiral (ADM) 100 13.22 7.6 a 5.9 [more]

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Luniversal posted to the High Yield - Share Strategies board. 18:36

Week Ahead: Aug 25 - 29 (35/52)

Tuesday August 26 2014

INTERIM REPORT
Antofagasta (ANTO), Bunzl (BNZL), Petrofac (PFC), WPP (WPP)

TRADING STATEMENT
Stagecoach (SGC)


Wednesday August 27 2014

INTERIM REPORT
Hansteen [more]

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Boards Post

Luniversal replied to the High Yield - HYP Practical board. 11:22

Re: Shh....

Quietest day of the year for regular events and a Bank Holiday to follow: traditionally a good time to bury unwelcome news.

Led, perhaps, by a 'very bold' Yank acquisition and billion-pound rights issue from (who better to uphold the [more]

Thu Aug 21

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Boards Post

Luniversal replied to the High Yield - HYP Practical board. 16:06

Re: BHP Billiton (BLT) Announcement

It demonstrates my desire not to be plagued by technicalities in small shareholdings.

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Boards Post

Luniversal replied to the High Yield - Share Strategies board. 12:32

Re: Is HYP still suitable for a 'Doris' investor

To this old hand, ever since the crunch the lack of corporate activity which demand decisions and admin by the small investor who owns a spread of blue chips and a sprinkling of smaller ones has been almost surreal. Particularly if you compare this [more]

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Board Posts 6550
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Recs to Posts Ratio (last 30 days) 25.80
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Most Frequent Board High Yield - HYP Practical
Very First Post Re: Dogs of the FTSE (20/08/2008)
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