Luniversal’s Activity

Today

NL

Boards Post

Luniversal replied to the Investment Strategies board. 16:01

Re: Crispin Odey

They are also well aware that as their middle classes grow they will have to democratise, get a working welfare system infrastructure up and running et al.

Too much extrapolation from America and western Europe. Too much [more]

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 13:22

Company news: Q1/2015 update


Company (TIDM) Dividend Type+ Trading Trading AGM
declared statement 1 statement 2



3I Infrastructure (3IN) Mar
Aberdeen Asset Management (ADN) Feb03
Admiral (ADM) Mar05 F
AG Barr (BAG) Mar24 [more]

Yesterday

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:49

Dividend declarations: Jan 2015


JANUARY 2015
Company (TIDM) 2014 2013 Change Type+ Declared Ex-div Paid AGM
(p) (p) (%)


Bankers Inv. Trust (BNKR) 3.80 3.60 5.6 F Jan20 Jan29 Feb27 Feb25
British Assets Trust (BSET) 1.50 1.49 1.0 Q Jan16 [more]

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:47

Week Ahead: Feb 2 - 6 (6/52)

Monday February 2 2015

TRADING STATEMENT
James Halstead (JHD)*, MITIE (MTO)*

QUARTERLY PAID
Mercantile Investment Trust (MRC) 8p

INTERIM PAID
MITIE (MTO) 5.2p, United Utilities (UU.) 12.56p

FINAL [more]

Thu Jan 29

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 19:51

Re: HYP diversification

Not a scientific sample but a spread of most of the bigger survivors since 2000: 72 in all. Price change is between birth of HYP (Nov. 10, 2000) and fourteen years later:


PRICES Dividend growth Price change
2000-14 (%)
[more]

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Boards Post

Luniversal replied to the High Yield - Share Strategies board. 16:06

Re: Let it be too: HYP06 at nine

The footnoted companies were excluded because I had decided to confine backtests to the FTSE 100, for three reasons:

(a) Less research.

(b) Most HYP-ers seemed to prefer Footsies. (Six years later I had to defend my Midcaps HYP in [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 13:14

Re: RDSB Dividend and key dates

The final was known. Shell pays four equal cents-denominated amounts for each financial year.

However...

"Royal Dutch Shell is expected to announce a dividend of $0.47 per ordinary share and $0.94 per American Depositary Share [more]

Wed Jan 28

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 22:17

Re: Let it be too: HYP06 at nine

HYP POOL (FTSE 100)

Initial purchase, Jul. 2011:

http://boards.fool.co.uk/my-hyp-12312662.aspx?sort=whole

First year (looong thread), [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 21:54

Re: Let it be too: HYP06 at nine

Dod- I did the research in late 2010/early 2011, walked the audience through the process for the three variants of HYP-othetical in Feb./Mar. 2011, summed up the reasons for this preference and that at HYSS #65546. It tackles the desirability of [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 15:01

Re: Let it be too: HYP06 at nine

Fretwork keeps you off the streets, and you might one day make something better than a pro carpenter could, or at least more to your taste.

I do not begrudge the elderly their diversions, and do not think there is much danger of doing [more]

NL

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 14:58

Re: Farewell, then, IUKD

I guessed the footnote meant that the stated yield was before 10% BRT, which would make it, now, 3.7% for most Brit investors.

The Basket of Eight is on 3.8%. About the same but with little or no chance of the payout falling from year to [more]

NL

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 12:55

Re: Farewell, then, IUKD

The State Street etf is not all that exacting. It can include companies whose decade records on dividend include freezes or subinflationary increases, though the top ten are HYP-standard:

[more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 12:30

Re: Let it be too: HYP06 at nine

I wrote in Feb. 2011, introducing the HYP-othetical 'HYP06':


"My first decision was negative, and easy. The only bank share I ever bought was Standard Chartered (for its income, natch) over 20 years ago, My aversion to the sector [more]

Tue Jan 27

NL

Boards Post

Luniversal replied to the Investment Strategies board. 23:26

Re: Poll for experienced investors

'Mean reversion' is none too obvious in dividends:

http://boards.fool.co.uk/dividend-payments-in-2000-14-131472...

A share price crystallises opinion [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 23:10

Re: Dividend history research

It has plenty of errors and omissions, as well as the curious habit of switching from dollars to pounds and back.

ADVFN is a little more trustworthy on the same lines, e.g.:

[more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 20:06

Re: EDIN - Dividend Declaration

I am trying to interpret the trusts' stance, not condemning or endorsing it. I am in favour of revenue reserves in principle.

The average RR in the Basket of Eight, expressed as number of months of latest fin. years' payouts, together with [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 16:58

Re: EDIN - Dividend Declaration

The B7 is better equipped to raise payouts faster because of its structure: more foreign companies in the portfolio on faster earnings growth than Brits, higher gearing, etc. Then the 'min. 85% distribution' rule kicks in, forcing such payouts. [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 14:42

Re: EDIN - Dividend Declaration

In fairness to EDIN, this is the first midyear review of the dividend rate since it began paying quarterlies in 2006, although there could be a little 'rebalancing' involved: in 2013-14 the final was 8.5p out of 23.5p.

Nowadays boards are [more]

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools
Board Posts 6999
Recs Received 30378
People who have rec'd these posts 1415
Recs to Posts Ratio (last 30 days) 33.20
Threads Started 1450
Threads Started Percentage 20.72 %
Most Frequent Board High Yield - HYP Practical
Very First Post Re: Dogs of the FTSE (20/08/2008)
Percentage of Posts Rec'd 66.65 %
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