Luniversal’s Activity

Today

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Luniversal posted to the High Yield - Share Strategies board. 12:22

Seasonalities: Aug 2014

Since the mid-Sixties Aug. has posted a gain over Jul. almost twice as often as a fall. In holiday time bulls are more reluctant to clock off.

This year obeyed historical odds: the FT All-Share Index (FTAS) was up 2.3% over the month's 20 [more]

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Luniversal posted to the High Yield - HYP Practical board. 11:06

The foothills of HYP

It has been suggested that a HYP-er could glide gracefully up the income stream by switching out of lower yielding shares. Contrariwise, a lowish yielder can justify its place in a portfolio within a collection paying more overall.

Here is a [more]

Yesterday

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Luniversal replied to the High Yield - HYP Practical board. 00:41

Re: Tesco Trading Statement

Jack's chart shows that Tesco briefly yielded as much as the market, or a little more, at the turn of the millennium: Y2K time.

It was already dominant in the UK. But Walmart, which had recently bought Asda, was playing the same part as [more]

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Luniversal replied to the Investment Strategies board. 23:22

Re: Next steps -ETFs?

First off, don't entrust more than three-quarters of your funds to one ETF provider. See the thread above.

Secondly, Exchange Traded Funds are a recent innovation; they have grown like wildfire but not been thoroughly tested by a severe bear [more]

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Luniversal replied to the High Yield - HYP Practical board. 13:09

Re: Tesco Trading Statement

So when Sainsbury cut in 2004, it had been gossiped about as a potential cutter for about 2 years, and when Tesco cut in August 2014, it had been gossiped about as a potential cutter for the 17 months since March 2013.

No. The Sun. [more]

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Luniversal replied to the High Yield - Share Strategies board. 09:05

Re: When to sell a cutter

Fair point. Degsy wrote in Nov. 2012 that he had topped up Tesco after Jul. and held an account at its bank, so he was not averse to the Cheshunt Monster.

At that time he also advocated pairing Sainsbury with it in the scale-model GDHYP, so [more]

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Luniversal replied to the High Yield - HYP Practical board. 08:52

Re: Tesco Trading Statement

Could charting principles be applied to historic yields, such as those 'jackofbasel' graphs, rather than patterns in prices and volumes?

A yield such as Tesco's or Aviva's can break downward abruptly on decisions such as Fri.'s. So can a [more]

Sun Aug 31

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

Re: Simple HYP Screen August 2014


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



William Morrison (MRW) 100 2 10.2 17.3 1.78 7.7 D 1f Food retail
Catlin (CGL)@ 250 3 5.0 12.4 [more]

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Luniversal replied to the Investment Trusts & Unit Trusts board. 00:15

Re: Substitute for Personal Assets

I hold London and St Lawrence already and have done for a long time. It hardly moves except gently upwards and with a decent yield as well.

Very gently, compared with Personal Assets in the Rushbrook era and [more]

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Luniversal replied to the High Yield - Share Strategies board. 00:04

Re: When to sell a cutter

With more than a dozen sectors, it isn't necessary to buy them all

Two dozen, actually. Twenty would limit your single-sector exposure to 5%, e.g. in the 'Big One' or 'Juicy One' sturdometric models-- though both have preferred [more]

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Luniversal replied to the High Yield - HYP Practical board. 23:48

Re: Tesco Trading Statement

Better try to pin this case down before it gets distorted by future mythmakers.

The difference from the last big supermarket sag is the timescale. In 2004 Sainsbury had been gossiped about as a potential cutter for two years before it [more]

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Luniversal replied to the High Yield - HYP Practical board. 16:17

Re: Tesco Trading Statement

"Recent rumours suggest there may be a cut in Sainsbury 's dividend, but this is considered unlikely." (Times, Oct. 11, 2002)

"Sir Peter Davis, the chief executive, also scotched suggestions of a cut in the dividend , saying [more]

Fri Aug 29

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Luniversal posted to the High Yield - Share Strategies board. 19:15

Week Ahead: Sep 1 - 5 (36/52)

Monday September 1 2014

INTERIM PAID
JPMorgan Claverhouse Investment Trust (JCH) 4.5p


Tuesday September 2 2014

STERLING DIVIDEND CONVERSION RATE
Carnival (CCL) 25c


Wednesday [more]

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Luniversal posted to the High Yield - Share Strategies board. 19:12

Dividend declarations: Aug 2014


AUGUST 2014
Company (EPIC) 2014 2013 Change Type+ Declared Ex-div Paid AGM
(p) (p) (%)



Admiral (ADM) 23.70 22.50 5.3 I Aug13 Sep10 Oct10
Admiral (ADM) 25.70 26.40 -2.7 S Aug13 Sep10 Oct10
AMEC [more]

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Luniversal replied to the High Yield - HYP Practical board. 10:56

Re: Tesco Trading Statement

At least it's a rarity. Apart from currency differences, Tesco's cut is set to be the first between financial years in a 'Sturdy Seventeen plus two' company since Reed Elsevier's in 1998-99 and AstraZeneca's in 2001-02.

However, Wm Morrison [more]

Thu Aug 28

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Luniversal replied to the Investment Trusts & Unit Trusts board. 11:30

Re: Talk of FCPT divi rise

"Barring unforeseen circumstances, it is the Board's intention that the dividend will continue to be paid monthly at the same rate."

Interim report:

[more]

Wed Aug 27

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Luniversal posted to the Investment Trusts & Unit Trusts board. 12:32

Revisiting the Growth Ten

Two years ago I sized up the ten largest generalist investment trusts which specialise in long-term capital gain. The 20-year record is here:

[more]

Tue Aug 26

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Luniversal replied to the Investment Trusts & Unit Trusts board. 21:42

Re: Law Debenture’s fiduciary business

At their latest financial year ends nine of the 'Growth Ten' (#17031) other than LawDeb averaged a discount of 6.8%. In my last semi-annual review of all larger ITs, the 44 classified as Growth were on 5.5%.

Since LWDB has been superior in [more]

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Luniversal replied to the Investment Strategies board. 21:29

Re: Sell everything and buy Lifestrategy?

Never put all your eggs in one basket. The most reputable can turn out to have a hole in the bottom.

If you are diverting down Organised Defeatism Boulevard with trackers, at least spread the stake over several providers.

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Luniversal replied to the Investment Trusts & Unit Trusts board. 18:04

Re: Talk of FCPT divi rise

Infrastructure funds were marketed on the probability that income would at least keep up with inflation, which by and large since the crisis they have not: e.g. Primary Health Properties, HICL.

Commercial property funds were less [more]

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Recs to Posts Ratio (last 30 days) 24.50
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Most Frequent Board High Yield - HYP Practical
Very First Post Re: Dogs of the FTSE (20/08/2008)
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