Luniversal’s Activity

Today

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 33 minutes ago

Re: Tesco Finals

Not the best day for the Sturdy Seventeen: first time one of that band has frozen its divi for two FYs running since Reckitt Benckiser in 2001 and 2002;-(

Three horse race:

Tesco: yields 5.0% historic at 296p; CAGR 1998-2014 [more]

Yesterday

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 16:54

Re: My Apr HYP(ISA) Top Up

The conundrum lies not in what rate of dividend is to be set. It is between what the market is expecting it to be, how many multiples of the dividend the consensus deems worth paying, and whether you agree if thinking of buying.

So unwonted [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 16:13

Re: My Apr HYP(ISA) Top Up

Why, even MRW might be on the edge of Optimal before long!

My ongoing work on 'entropy' in dividend growth has brought home how fascinating the Morrison enigma is.

De La Rue is the only one like it, but DLAR's divi pattern is [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 15:35

Re: Can I chop to say 10-12

And before that, Pyad responded to feedback by pondering a 'HYP Lite' of the five top yielders in HYP1:

[more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 14:03

Re: Tracker v. DIY, 2006-13: capital

Criticise funds for failing to win the Wise's game, conducted according to their own ever-flexible rules? Pshaw! I am no more interested in who wins or loses such capers than the Eurovision Song Contest.

My benchmark is the Retail Prices [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 12:11

Re: Tracker v. DIY, 2006-13: capital

Happy anniversary, hari, and thank you for a very crisp summary of what I ramble on about.

I now favour passive trackers that favour dividend stocks because they are cheaper, more transparent in their actions

Open-endeds [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 11:33

Re: My Apr HYP(ISA) Top Up

Don't forget that the whole M&A scene and 'market trading'-- bids, rights issues, PE delistings and the rest of the bag of tricks-- has been eerily quiet since 2009. Buybacks have become odious and a lot of corporate liquidity is looking for a [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 11:13

Re: HYP Expansion

It is doubtful if more than 20/25 will give you anything more than additional headaches.

Hear, hear to Ian. Well said, Dod.

Ecrasez le philatelisme, dit Doris.

Mon Apr 14

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 21:34

Re: Growing income portflio

This is how net revenue per share (before transfer to revenue reserve) has moved in baskets between 2008-09, the start of the squeeze, and the latest financial year ends: annual percentage changes:


Year Average BASKET OF [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 19:07

Re: Growing income portflio

"During the crash I would probably have seen a 50% drop in income in the worst year followed by a swift recovery"

Such a crash was not unheard-of among HYP-ers in one year, already; though more of the sufferers probably went 20-40% [more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 18:31

Re: Merchants (B8): yr to Jan 2014

I have not brought myself to write up British Assets for two years. Never speak ill of the deadly. It was one of two I kicked out to make the B10 a B8. Just as well.

In ten years (to Sep. 2013) its dividend per share shrank by 1.7% pa after [more]

NL

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 18:22

Re: UKDV etf

I am saying that if I had been formulating sturdometrics then, the very different (and historically peculiar) distribution of FTSE 100 yields around the median might have influenced determination of zonal limits towards a looser definition of where [more]

NL

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 17:59

Re: UKDV etf

At least investment trusts can make a sensible decision on which option to choose.

No, no. That's typical of ITs' brutal interference with shareholder freedom, according to MunroMan;-)

Do my eyes deceive me? This is the Feb. [more]

NL

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 17:44

Re: UKDV etf

Nah. Zones are about yield relatives. If the Footsie is on 4.2%, the Warning Zone still begins at half as high again and the Danger three-fifths higher than the market.

This may not do in freak times, such as the internet boom (c. [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 17:30

Re: Growing income portflio

The Great Crash of '08 was less fraught than folks think, but the ones that collapsed did not come back as fast as some think either.

All here, well-recc'd but disregarded. Story of my life:

[more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 17:26

Re: Growing income portflio

@Luni, Re supermarkets. You illustrate my problem with hard sector classifications; you put Aldi and Waitrose together, but in my mind they're not really competitors at all.

They are for mine and my nice middle class chums' money. [more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 17:06

Re: Merchants (B8): yr to Jan 2014

Between Jan. 2010 and Jan. 2011, the discount on Merchants tightened from 11.7% to 4.7% (long-term average 10.9%). It then drifted back, but narrowed from 11.5% to 3.8% in the last FY. That alone might account for the two periods of capital [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 16:56

Re: Bio Tech

You can be extremely optimistic about a business but extremely pessimistic about the valuation of that business, the two are not necessarily related

Sure, but I was asking what would make the market revise its valuation of the sector [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 14:57

Re: Bio Tech

The largest biotech companies have market caps in the USD10Bn+ range, sales also in the tens of billions USD, and are profitable with YoY earnings and revenue growth.

But it ain't happening over here, and not as fast as it was meant [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 14:40

Re: Diversification (tongue-in-cheek)

http://www.izhmash.ru/eng/contact/

Both RF and Ukraine use standard service rifles from here. Good old death merchants, always sell to both sides.

It has been going since 1807 so it [more]

Show More Activity ...

Boards Stats & Trivia

Big gold star, 5000 posts Top Recommended Fools
Board Posts 6133
Recs Received 25448
People who have rec'd these posts 1328
Recs to Posts Ratio (last 30 days) 26.90
Threads Started 1271
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 65.78 %
Show Luniversal’s 10 Latest Posts