Luniversal’s Activity

Yesterday

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 15:20

Re: Why no new splits?

The industry is fighting a regulatory proposal to class investment trusts as 'complex products', under the European Securities and Markets Authority's MiFID II draft directive. That would lead to increased compliance costs and marketing restrictions [more]

Sat Dec 20

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 13:05

Re: Weeks Ahead: Dec 22 - Jan 2 (52 & 1/52)

Thank you very much, Andy and all reccers.

Merry Christmas, and a happy and prosperous New Year.

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 12:25

Monthly review, SuperHYP 87

The FT All-Share Index (FTAS) was once predicted to storm 4,000 in 2014. Ho hum. It ended down 2.3% to 3,516 in the 'month' (20 sessions) from Nov. 24 to Dec. 19.

The first two weeks showed more of the drift and dither infusing the equity [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 10:42

Re: Europe-ex UK

Actually the Nazis avoided currency crises: they knew the bourgeoisie would not tolerate being wiped out twice in 15 years. The worst such crisis in modern Europe occurred during the Weimar hyperinflation after WW1. I well remember as a lad [more]

Fri Dec 19

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:40

Share income data: Dec 2014 (Week 51)


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


Aberdeen Asset Man. (ADN) 100 4.29 4.2 12.5 4.6 May
Admiral (ADM) 100 13.09 7.6 a 5.9 [more]

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:38

Weeks Ahead: Dec 22 - Jan 2 (52 & 1/52)

Monday December 22 2014

QUARTERLY PAID
Royal Dutch Shell (RDSB) 30.16p

INTERIM PAID
Vedanta Resources (VED) 14.51p

Tuesday December 23 2014

GENERAL MEETING
Dairy Crest [more]

Thu Dec 18

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 15:13

Re: December top up BLT

Holmes a Court (Bell Resources) and Elders IXL were seen off by a big share buyback and restructuring in Feb. 1988.

This entailed loading on debt and soaked up a year's cash flow, but by then world metal prices were recovering from the [more]

NL

Boards Post

Luniversal replied to the Investment Strategies board. 14:50

Re: P/E Ratio of FTSE 100, FTSE MID and S&P500

I can tell you the average FTSE 100 PER since 2006, based on month-end values:

2006: 12.8

2007: 12.6

2008: 10.5

2009: 12.5

2010: 14.2

2011: 10.6

2012: 10.5

2013: [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 13:01

Re: December top up BLT

And if the yield were much more, Luni would be telling us it is dangerously high!

Up to a point it became so last week. A watershed for BHP Billiton: for the first time since Apr. 2013 when I began to track yields continuously, BLT [more]

Wed Dec 17

NL

Boards Post

Luniversal posted to the High Yield - HYP Practical board. 21:14

Pounded 3- Payback Time


Company (EPIC) Score+ Total div. Change Total div. Change No of
2014 2014/13 2014 2014/13 divs
local (c) (%) stg (p) (%)


Anglo American (AAL) 7 85.00 0.0 50.99 -7.7 2
Antofagasta (ANTO) irreg. 97.80 -1.1 58.13 [more]

Tue Dec 16

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:48

Re: Help setting up HYP in SIPP


Company (EPIC) Index Score Latest ann. CAGR (%) Price Yield Order Sector
div. chg (%) 2000-13 (£) (%) chosen



Aberdeen Asset Man. (ADN) 100 5 12.5 4.6 3.98 4.5 11 Asset man.
AstraZeneca (AZN) 100 5 -5.5a [more]

Sun Dec 14

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 22:52

Re: RPS Group

RPS has been sold down, but not heavily. Since Jun. 2014 its yield has averaged about 80% of market, but that has lately risen to around par, i.e. at the lower end of the 'optimal zone'.

It has been in SuperHYPs for twelve consecutive [more]

Sat Dec 13

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 17:33

Re: Hold firm HYPers!

In 12 of these 49 years the market advanced by 4% or more in Dec. In five it fell by more than 2%, but not since 2002 (-5.5%) and previously not since 1980.

The largest Dec. drop was 7.3% in 1974. It may be beaten.

Some folks-- not [more]

NL

Boards Post

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

Re: Hold firm HYPers!

From 1965 until 2013, there were 35 years when Dec.'s All-Share Index ended higher than or (once) the same as Nov. They averaged a rise of 4.2%. Fourteen years of falls averaged 2.7%.

Allowing 1% costs for a round trip, those are not bad [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 12:37

Re: Week Ahead: Dec 15 - 19 (51/52)

Will 'Dangerous Dave' be giving Clubcard points as a consolation for the chop?

Get one (vanishing) divi, get one free?

Special divis from the Tesco finest* range... for the more discerning shareholder?

Reduced-to-clear [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:34

Re: Hold firm HYPers!

Discussed here for 1965-2013:

http://boards.fool.co.uk/seasonalities-december-12952032.asp...

and here:

[more]

Fri Dec 12

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 01:21

Re: Week Ahead: Dec 15 - 19 (51/52)

I dropped coverage of Dixons Carphone because it is more Carphone Warehouse than Dixons Retail now, and despite CW's good dividend record it seems unlikely to yield more than half the market average.

Thank you for the BP correction.

NL

Boards Post

Luniversal replied to the Investment Strategies board. 23:41

Re: Seasonalities: Nov 2014

Should Dec. finish at the same level as today's close, the drop in the All-Share (5.7%) will be the steepest month on month since May 2012.

It will be the biggest decline between end-Nov. and end-year since 7.3% in Dec. 1974. However, that [more]

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:34

Week Ahead: Dec 15 - 19 (51/52)

Monday December 15 2014

GENERAL MEETING
BG (BG.)

STERLING DIVIDEND CONVERSION RATE
Cable & Wireless Communications (CWC) 1.33c

Tuesday December 16 2014

INTERIM REPORT
City of London [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 13:06

Re: Edinburgh worldwide finals

In my semi-annual review to Oct., Edinburgh Worldwide did not come out as a wildly good or bad performer over one, five or ten years. But with a high Risk Score (179), minimal yield, gearing c. 9% and OCR c. 1%. No perf. fee.

Unusual to see [more]

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools
Board Posts 6895
Recs Received 29693
People who have rec'd these posts 1398
Recs to Posts Ratio (last 30 days) 28.60
Threads Started 1427
Threads Started Percentage 20.70 %
Most Frequent Board High Yield - HYP Practical
Very First Post Re: Dogs of the FTSE (20/08/2008)
Percentage of Posts Rec'd 66.44 %
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