Luniversal’s Activity

Yesterday

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]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:32

Re: Volatility helps the long term investor

I wrote: "Why wouldn't a share protected by a high, safe income stand up to market falls better than the run of stocks?"

This was about comparing the B8 with the run of equities, not with a mixture of asset types. So all this about [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 11:18

Re: Volatility helps the long term investor

(1) The Basket of Eight is a selection made in 2010 from all 24 income investment trusts of any size on offer at Nov. 10, 2000. The universe produces pretty much the same outcome. It includes the two 'disasters', Troy I&G (TIGT) and Shires Income [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 10:50

Re: Manchester & London IT - MNL

Weighted average number of shares in issue for financial years ended Jul. 31 (million):

1999: 7.50
2000: 7.47
2002: 7.38
2003: 7.46
2004: 7.37
2005: 7.50
2006: 7.83
2007: 13.95
2008: 13.95
2009: [more]

Thu Jul 17

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 13:16

Re: Volatility helps the long term investor

My 'basket of eight' investment trust portfolios majoring on higher-yielding blue chips has paid out around one-third more than the All-Share Index since its notional inception on Nov. 10, 2000, HYP1 Day. Ooh, that's got to make it more 'risky' if [more]

Wed Jul 16

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 21:14

Re: Volatility helps the long term investor

Officially PNL's mandate is 'to protect and increase shareholders' funds over the long term by investing in equities and fixed income securities.'

Not just a preservationist.

NL

Boards Post

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

Re: Modelling divs a year ahead

MunroMan is professionally fixated on academic definitions of risk as applied to capital values or 'total return'.

He cannot or will not acknowledge that HYP-ers are not mechanically or subjectively churning fidgets, for ever trying to [more]

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Recs to Posts Ratio (last 30 days) 24.20
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