Luniversal’s Activity

Today

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Luniversal posted to the Investment Trusts & Unit Trusts board. 4 hours ago

Monks goes Alpha

As one of the few Global Growth majors not sidling towards Growth & Income, Monks Investment Trust's directors have decided it Could Do Better with different senior bods from Baillie Gifford-- running an 'entirely bottom up' stockpicking [more]

Sat Mar 21

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Boards Post

Luniversal replied to the High Yield - Share Strategies board. 00:14

Re: Monthly review, SuperHYP 100, Big One

An eternity-income portfolio must be given time to bed down.

I intend to allow five years for initial maturation, as with my front-tested HYPs from 2009. The first SuperHYP report will be in 2018, DV.

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 12:01

Monthly review, SuperHYP 100, Big One

So the Footsie bust the 7,000 mark to make the news. In truth the past month, as opposed to the past week, has not been all that potent for London shares. In 20 sessions from Feb. 23 to Mar. 20 the FT All-Share Index advanced by 1.6% to 3,786: the [more]

Fri Mar 20

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Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:44

Share income data: Mar 2015 (Week 13)


Company (TIDM) Index Price Yield Latest div. Div. compound Next
(£) (%) change growth pa declarn
yr/yr (%) 2000-14 (%)


3i Infrastructure (3IN) 250 1.59 4.2 -2.0 t 7.9 s May
Aberdeen Asset Man. (ADN) 100 [more]

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Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:48

Week Ahead: Mar 23 - 27 (13/52)

Monday March 23 2015

QUARTERLY DIVIDEND DECLARATION
Lowland Investment (LWI)*

PRELIMINARY REPORT
Dunedin Income Growth Investment Trust (DIG)*

TRADING STATEMENT
Pennon (PNN)*

FINAL [more]

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Luniversal posted to the Investment Trusts & Unit Trusts board. 13:56

The Conviction Five: 2006-14

Permabears never quite go away. We have heard more growling from them lately, led by Crispin Odey. Time to revisit the Conviction Five (C5): my 2012 idea for safeguarding the real worth of a lump sum, first and foremost, while laying on moderate [more]

Thu Mar 19

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Boards Post

Luniversal replied to the Investing for Income board. 11:57

Re: HHI: yr to Dec 2014

Dunedin Income Growth is due to publish annual results early next week and Merchants a week later. I will try to post analyses of these 'basket of eight' members.

NL

Boards Post

Luniversal replied to the Investing for Income board. 11:44

Re: HHI: yr to Dec 2014

I was going to write about SLET's move towards smaller-cap income under young Master Moore, but decided to give him another year to show his paces. It is an interesting departure which began well but did not follow through in FY 2014. [more]

Wed Mar 18

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Boards Post

Luniversal posted to the Investing for Income board. 22:39

HHI: yr to Dec 2014


HHI B8
yr to Dec 2014 yr to Dec 2014
(unweighted)

CURRENT DATA
Share price (p) 188.0
Running yield (%) 4.6 3.7
FE Risk Score 98 97

FINANCIAL YEAR CHANGES (%)
Dividend per share 2.4 2.8
Net [more]

Mon Mar 16

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Boards Post

Luniversal replied to the High Yield - HYP Practical board. 13:51

Re: BP. Payments of dividends in sterling

Dollar reporters this year have produced some great turnarounds on the exchange rate:


Company (TIDM) Change (£) Change (£) Change ($) Change ($)
(%) (%) (%) (%)
2015/14 2014/13 2015/14 2014/13


[more]

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Luniversal posted to the Investment Trusts & Unit Trusts board. 13:22

ATST, WTAN (G10): yr to Dec 2014


ATST FRCL WTAN G10
yr to Dec 2014 yr to Dec 2014 to Dec 2014 to Dec 2014
(unweighted)

CURRENT DATA
Share price (p) 497.0 448.0 775.0
Running yield (%) (forecast) 2.0 2.1 2.0 2.0
FE Risk Score 84 88 104 [more]

Fri Mar 13

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Boards Post

Luniversal posted to the Investment Trusts & Unit Trusts board. 19:22

AUKT: yr to Dec 2014


AUKT B8 B7
yr to Dec 2014 yr to Dec 2014 to Dec 2014
(unweighted) (unweighted)

CURRENT DATA
Share price (p) 323.0
Running yield (%) 3.2 3.7 3.1
FE Risk Score 91 97 99

FINANCIAL YEAR CHANGES [more]

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Boards Post

Luniversal replied to the High Yield - HYP Practical board. 19:10

Re: Morrison's long goodbye

Trouble is because you advocate the militant version of "never tinker", you would have just seen it go inexorably into the danger zone...

...and done nothing!


That's right, I follow the advice of this system's [more]

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Boards Post

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

Week Ahead: Mar 16 - 20 (12/52)

Monday March 16 2015

QUARTERLY PAID
Invesco Income Growth Trust (IVI) 2.15p

STERLING DIVIDEND CONVERSION RATE
BP (BP.)

Tuesday March 17 2015

INTERIM DIVIDEND DECLARATION
Finsbury Growth [more]

NL

Boards Post

Luniversal posted to the High Yield - HYP Practical board. 13:28

Morrison's long goodbye

William Morrison Supermarkets (MRW) is the most textbook example I have yet found of a company whose standing among dealers increasingly foretold its degeneration as an income stock-- even when its fundamentals, forecasts and payouts seemed to [more]

Thu Mar 12

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 21:50

Re: Dividends in 2015: so far so good

Sorry, rogue zero crept in. Shell's final is indeed 31.2p a share, a 16.1% rise which makes the whole-table average a round +8% increase.

For FTSE 100s only, the average becomes +5.8%.

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 16:37

Dividends in 2015: so far so good

Today Morrison and Serco followed Tesco and Centrica into Dividend Hell. On the whole, though, 2015's big reporting season has turned out nice again.

A few majors are still to report before the spring interval (1), but 113 in my database [more]

NL

Boards Post

Luniversal posted to the Investing for Income board. 13:22

IP Smaller Comoanies coughs up

http://www.investegate.co.uk/invesco-perpetual-uk--ipu-/prn/...

"The Board, mindful of the current interest [more]

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Boards Post

Luniversal replied to the Investing for Income board. 11:16

Re: MYI (B7): yr to Dec 2014

...they are nominally half way through their intended life span

No, they are 'eternity' proposals which might well be bequeathed in specie.

I may have written previously that a retiree might plan to hold them for 25-30 years. [more]

NL

Boards Post

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

Re: MYI (B7): yr to Dec 2014

The Basket if Seven is a unity: it can be bought at any time, must be bought as a whole and equally weighted, and must be held for ever after, yea unto the uttermost generation. But on that understanding newcomers are welcome.

When topping [more]

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