Luniversal’s Activity

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Boards Post

Luniversal posted to the High Yield - HYP Practical board. 12:13

Dividend roundup: Jul 29


JULY 29
Company (EPIC) 2014 2013 Change Type Ex-div Paid AGM
(p) (p) (%)


BP (BP) a 9.75c 9.00c 8.3 Interim Aug06 Sep19
Domino's Pizza (DOM) b 7.81 7.10 10.0 Interim Aug06 Sep05
Drax (DRX) 4.70 8.07 [more]

Sat Jul 26

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 15:56

Re: PNL AGM

PNL's board has promised never to cut the dividend, but its value has been falling in real terms since Apr. 2009.

The latest number of shares in issue was 1.714m, producing a dividend cost (at the forecast rate of 560p a share) of [more]

Fri Jul 25

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:03

Week Ahead: Jul 28 - Aug 1 (31/52)

Monday July 28 2014

INTERIM REPORT
Hiscox (HSX), Reckitt Benckiser (RB.), Trinity Mirror (TNI)

TRADING STATEMENT
Aberdeen Asset Management (ADN), HICL Infrastructure (HICL)*

ANNUAL GENERAL [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 18:47

Re: HYP growth assumption for modelling

It is often estimated that up to three-quarters of the FTSE 100's turnover and profits derive from overseas, where (one hopes) economic growth will be less anaemic. One notices also that equity sectors now under pressure, such as supermarkets and [more]

Thu Jul 24

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 18:56

Re: Thirty years a-growing: CTY lump sum

"For the final recycling, on Jul. 1, 2013, £49,788 was available as income of 2012-13. If a year later one promptly began to withdraw the dividends, one's first-year income would have been £54,507."

Yesterday City of [more]

NL

Boards Post

Luniversal replied to the Investment Strategies board. 15:15

Re: Cash or Equity ISA?

`That's very important,' the King said, turning to the jury. They were just beginning to write this down on their slates, when the White Rabbit interrupted: `Unimportant, your Majesty means, of course,' he said in a very respectful tone, but [more]

Wed Jul 23

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 22:30

Re: Glaxo Earns

A single quarter's earnings is too short for extrapolation.

Digital Look's assemblage of analysts foresees, on average, eps of 102p this year and 111p next, with dividends totalling 82p and 84p. Slim cover (1.2x and 1.3x) but enough, though [more]

NL

Boards Post

Luniversal replied to the Investment Strategies board. 22:10

Re: Cash or Equity ISA?

You could consider these offshore bricks-and-mortar funds. They do not raise their dividends as fast as inflation (FCPT not at all) but stand on high initial yields. Their share prices are very un-volatile, as I observed the other week when they were [more]

NL

Boards Post

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

Re: SMT vs PNL same or different

This has become quite a stock comparison in the three years or so since this rather tongue-in-cheek comment:

[more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 14:11

Re: Antofagasta

Antofagasta ties its dividend to the copper price, and has never sought what is nowadays called a progressive policy.

Totals actually paid, pence per share equivalent:

2014: 50.98 (plus interim tba on Aug. 26)
2013: 64.48 [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 13:58

Re: SMT and FCS

Dividend per share, net asset value and share price over last 25 years, as at financial year ends:


Fin. yr* SMT FCS
Dps NAV SP Dps NAV SP

1990 100.0 100.0 100.0 100.0 100.0 100.0
1991 105.6 97.0 107.1 103.6 [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 13:24

Re: Glaxo Earns

"Our dividend for the quarter is 19 pence per share, up 6%.

"Given the impact of the recent sustained strength of Sterling on free cash flow in the year to date it is likely that share repurchases over the balance of 2014 will be [more]

Tue Jul 22

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:08

Re: Tesco Update

Alastair Mundy, who manages Temple Bar IT, has a deserved reputation for fighting the tape and winning. In today's half-yearly report he writes:

"We also built a position in food retailers, primarily through an acquisition of Tesco but [more]

Sun Jul 20

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 14:47

Re: Tobacco shares up in smoke?

It's a curious fact that British American Tobacco has almost always yielded more than Imperial Tobacco during the provenance of the HYP system: around one-fifth more on average. This despite its possessing a better dividend growth record, and not [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 14:08

Re: Share income data: Jul 2014 (Week 30)

In Jan. 2004 Granada took over Carlton Communications. There was a straight one-for-one swap of Granada shares into the newly enlarged company ITV plc, where Granada holders got about two-thirds of the equity. No later capital changes AFAIAA.

Sat Jul 19

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 14:49

Monthly review, SuperHYP 65, Juicy One,

After three months of gains the London equity market backed off in the latest reporting period, the four weeks to last night. The All-Share Index closed down 1.2%. Among Week Ahead shares of dividend appeal past and present which this survey follows, [more]

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 10:33

Re: Share income data: Jul 2014 (Week 30)

So they are. Try again:


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


Aberdeen Asset Man. (ADN) 100 4.53 3.7 27.9 4.6 [more]

Fri Jul 18

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:11

Week Ahead: Jul 21 - 25 (30/52)

Monday July 21 2014

INTERIM REPORT
Brunner Investment Trust (BUT)*

ANNUAL GENERAL MEETING
Babcock International (BAB), Invesco Income Growth Trust (IVI)


Tuesday July 22 2014

INTERIM [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 15:50

Re: Volatility helps the long term investor

Whether or not intended, your argument in the context of equity risk vs asset allocation in the preceding conversation, reads: "Look, if you buy my carefully backtested selection of ITs, you reduce risk and increase return, and doing anything [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:23

Re: Dividends 'to rise by 5pc this year and 9pc next

Total dividends per share set for payment in calendar 2014 v. 2013:


COMPANY (EPIC) Change (%)
2014/13

Aberdeen Asset Man. (ADN) 27.9
Whitbread (WTB) 19.9
AMEC(AMEC) 15.1
Bunzl (BNZL) 14.9
BT (BT.A) [more]

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Recs to Posts Ratio (last 30 days) 24.40
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Very First Post Re: Dogs of the FTSE (20/08/2008)
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