Luniversal’s Activity

Mon Sep 15

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 21:25

Re: TUI Travel - Anglo-German hookup

I infer that the baseline is the swapped equivalent of the last TUI Travel full-year total, ex the 10p bonus element.

The shares rose strongly on the news, so if this is not so there must be some other very good reason for the market [more]

NL

Boards Post

Luniversal posted to the High Yield - HYP Practical board. 13:21

TUI Travel - Anglo-German hookup

TUI Travel (TT.) has put more flesh on the bones of its ingestion by its German parent TUI Aktiongesellschaft, which is more of a merger than such alliances generally are: TT. shareholders would hold 46% of the combined fully diluted [more]

Sun Sep 14

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:22

Re: Next move

HYP-able companies achieve supra-inflationary annual dividend increases about three-quarters of the time. Increasingly in these income-conscious days the setting of the rate is glossed by an explicit affirmation of a progressive policy. It may be [more]

Sat Sep 13

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:21

Re: Next move

Hello, Monny.

I find that for broader-based portfolios such as yours, a yield averaging between a quarter and a third more than the All-Share Index is a fair compromise between premium starting income and records of robustness in paying out [more]

Fri Sep 12

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:28

Week Ahead: Sep 15 - 19 (38/52)

Monday September 15 2014

PRELIMINARY REPORT
City of London Investment Trust (CTY)*

INTERIM PAID
AstraZeneca (AZN) 53.1p

FINAL PAID
Greene King (GNK) 20.8p


Tuesday September 16 [more]

Wed Sep 10

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 12:21

Re: Revisiting the Growth Ten

New manager makes changes at Scottish American:

http://citywire.co.uk/money/scottish-americans-new-man-makes...

NL

Boards Post

Luniversal posted to the High Yield - HYP Practical board. 11:56

Rethinking the Sturdy Seventeen

Tables below show how the 'Sturdy Seventeen' companies (1) have yielded, compared with the equity market throughout the High Yield Portfolio system's provenance. The SS was conceived as a shortlist from which roughly half the components of a classic [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:25

Re: Be careful when comparing funds

In reality the biggest problem in fund management is not stock selection, timing or analysis of the business cycle. It is asset gathering.

Ah, so that's why the funds with the most money under management are invariably the best [more]

Tue Sep 9

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:29

Re: BP. Sterling Rate

Because the pound is no longer as rampant against the dollar as a year ago, comparisons between 2013 and 2014 dividends translated into sterling look less painful.

Results for recent interim declarations:


Company (EPIC) [more]

Mon Sep 8

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 17:58

Re: Shell Sterling Divi Rate

There was another poll over the weekend, commissioned by a pro-independence body, which told a different story:

[more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 17:03

Re: Shell Sterling Divi Rate

Yielding 4.4% at £25.34. The 12-months rolling total dividend is down 1.6% in sterling terms, but the latest quarterly is up by 1.5%.

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:24

Re: Be careful when comparing funds

the industry does not like passive funds because they have lower prices, and hence revenues, and they reduce the need for advice from intermediaries and so reduce demand for thier services

But do not despair. Soon 57 varieties of [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:07

Re: BACIT

Going well in my last semi-annual review, to Apr.:

http://boards.fool.co.uk/investment-companies-review-spring-...

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:05

Re: Be careful when comparing funds

Within the IT business the All-Share Index is used by almost all companies as a comparator. Nothing stops them running their own benchmarks as well, but all the Basket of Seven use only the FTAS except Murray Int., which uses its international [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 10:11

Re: The foothills of HYP

I don't lump the infrastructure financiers (or 3i in private equity) in with conventional ITs, any more than a Real Estate 'Investment Trust' is an IT as generally understood. One must look beyond nomenclature and legal form.

Infra funds are [more]

Sun Sep 7

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 01:03

Re: The foothills of HYP

In the 'Big One' model I can get a 25-share sector HYP with no cutters which yields over 4% at the off: a quarter more than the market, the usual differential:


Company (EPIC) Index Score Latest ann. CAGR (%) Price Yield Order [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:50

Re: Revisiting the Growth Ten

Using the standard definition with loan stocks at par, Witan's discount is about 4%.

That is certainly much lower than the long run (average 15%, 1981-2013). It did not go into single figures at a (Dec. 31) fin. year end until 2013, after [more]

Sat Sep 6

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 15:35

Re: Revisiting the Growth Ten

I am surprised by the relatively poor performance for SAINTS.

So was I; so much so that I had to double-check it. Grim picture since 1994 here:

[more]

Fri Sep 5

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 20:50

Re: Standard Life

I thought there was a ready-made cash exit laid on.

Since it is a Passive HYP, I may as well do the full Doris and leave it to self-medicate. That swaps 2,092 DXNS into 324 DC. The scribblers predict 7-8p a share pa dividend to start. [more]

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:37

Week Ahead: Sep 8 - 12 (37/52)

Monday September 8 2014

TRADING STATEMENT
Associated British Foods (ABF)

FINAL PAID
BT (BT.A) 7.5p

STERLING DIVIDEND CONVERSION RATE
Royal Dutch Shell (RDSB) 47c


Tuesday September 9 [more]

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