Luniversal’s Activity

Today

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 2 hours ago

Re: Alliance loses equities chief

What UK Companies did or didn't do is not really relevant.

They are the ones who chose such an inept example, not me.

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 3 hours ago

Re: Alliance loses equities chief

But quite a number of British companies managed to get through the crisis without cutting their dividends at all. More than half those I follow raised the payout in real terms in 2009, the worst year of this crisis. And some of them, strange to say, [more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 4 hours ago

Re: Basket of Eight: annual review 2014

How many Real Estate so-called Investment Trusts have avoided 'rebasing' dividends since 2007, or grown them slowly or not at all, or both?

Dividend CAGR 2000-13 (%) and number of cal. years with cuts:

Derwent London 12.1, [more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 15:29

Re: Basket of Eight: annual review 2014

Obviously by 'the industry' I meant the investment trust industry. The one for the cognoscenti, not the intermediary-bedazzled groundlings.

I may not be terribly bright, but all I have ever tried to 'beat' is the cost of living.

NL

Boards Post

Luniversal replied to the Investing for Income board. 14:36

Re: Basket of Eight: annual review 2014

Aberdeen UK Tracker is based on the whole of the All-Share, not higher-yielding and larger members alone. Its stated Ongoing Charges ratio has been 0.35% over the last decade. It has no gearing, which has tended to work to the advantage of IT revenue [more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 13:41

Re: Basket of Eight: annual review 2014


AUKT
Year to Dps Cover Div RPI % Real Real
Dec (p) chg % chg % div.


1991 (15M) 3.60 1.01 4.5 100.0
1992 3.77 1.00 4.7 2.6 2.1 102.1
1993 4.00 1.00 6.1 1.9 4.2 106.4
1994 4.10 0.99 2.5 2.9 -0.4 [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 12:29

Re: Sbry tempting

"'If we are doing a full scale strategic review and ... no stone is going to remain unturned, you'd expect the dividend to be part of that full-scale review,' Coupe told reporters."

[more]

NL

Boards Post

Luniversal replied to the Investing for Income board. 12:15

Re: Basket of Eight: annual review 2014

B8 was a niche basket for those wanting an immediately higher income pay out: it wasn't intended for those wanting long term higher TR, so it should not be used for that purpose and then conclude it's no good!

Precisely.

The [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 11:52

Re: Simple HYP Screen September 2014

Sturdometrised:


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


William Morrison (MRW) 100 2 8.6 17.3 1.71 8.0 Df 1 Food retail
Amlin [more]

NL

Boards Post

Luniversal replied to the Investment Trusts & Unit Trusts board. 10:14

Re: Alliance loses equities chief

So the big British example was Legal & General, which cut its total dividend from 6p to 3.8p in 2007-09?

Good old Alliance, always on the ball.

NL

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 08:59

Re: Dividend declarations: Sep 2014

Late addition:

Brunner Investment Trust (BUT):

Third quarter 3.20p (no comparative)

Ex-div. Nov.20

Paid Dec. 19

Yesterday

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 20:12

Company news: Q4/2014

Regular announcements and events in Oct.-Dec. 2014, notified or expected. From companies other than investment trusts in the Week Ahead diary:


Company (EPIC) Dividend Type+ Trading Trading AGM
declared statement 1 statement
[more]

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 19:55

Dividend declarations: Sep 2014


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


AG Barr (BAG) 3.11 2.83 10.1 I Sep23 Oct01 Oct17
Ashmore (ASHM) 12.00 11.75 2.1 F Sep11 Nov06 Dec05 [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 18:33

Re: This time, more BBY woes!

Yet many HYP-ers still repose great faith in 'earnings per share' and 'earnings cover'.

Mon Sep 29

NL

Boards Post

Luniversal posted to the High Yield - HYP Practical board. 01:05

HSBC interim dividend

The interim dividend of 10c (9c) declared by HSBC on Aug. 4 will be paid in sterling at 6.1622p a share (6.2033p), a fall of 0.7%, on Oct. 9:

[more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 11:35

Re: This time, more BBY woes!

On Aug. 20 Balfour Beatty finally rejected Carillion as a bidder on two grounds:

(1) "The considerable risks associated with the proposed business plan, including the strategy to significantly reduce the scale of the UK Construction [more]

Fri Sep 26

NL

Boards Post

Luniversal posted to the High Yield - Share Strategies board. 18:35

Week Ahead: Sep 29 - Oct 3 (40/52)

Monday September 29 2014

INTERIM REPORT
Dunedin Income Growth Investment Trust (DIG)*

FINAL DIVIDEND DECLARATION
Troy Income and Growth Investment Trust (TIGT)*

TRADING STATEMENT
Aberdeen Asset Management [more]

NL

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 15:03

Re: De La Rue (DLAR) Trading Update

Not such a shock if you use yields relative to the All-Share Index as an early warning.

De La Rue'a YR since the start of last Aug.:


WEEK DLAR YIELD ZONE
ENDED RELATIVE

2013
Aug09 126 Optimal
Aug16 [more]

NL

Boards Post

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

Re: Tesco - double up, sell, or stick?

The market is yielding about 3.3%. Tesco at 191p would therefore have to pay a dividend of about 6.3p a share in the year to next Feb. to equal it. The interim is to be reduced from 4.63p to 1.16p; the final would thus have to be over 5p a share, [more]

Show More Activity ...

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools
Board Posts 6640
Recs Received 28282
People who have rec'd these posts 1380
Recs to Posts Ratio (last 30 days) 30.00
Threads Started 1379
Threads Started Percentage 20.77 %
Most Frequent Board High Yield - HYP Practical
Very First Post Re: Dogs of the FTSE (20/08/2008)
Percentage of Posts Rec'd 66.11 %
Show Luniversal’s 10 Latest Posts