Luniversal

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 4 hours ago

Re: SuperHYP 5

Vodafone's 4.9% yield was in SuperHYP 4 last Fri. It is 5.2% now.

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 4 hours ago

Re: SuperHYP 5

No, I offer one SuperHYP whose constituents rotate as the market changes. The interest of the exercise, if any, is in the exits and entrances: which and why.

We should eventually know if there are more than 17 sturdies to choose between, but [more]

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Luniversal posted to the High Yield - Share Strategies board. 20:25

Week Ahead: May 28 - 31 (22/52)

Tuesday May 28 2013

MONTHLY DIVIDEND DECLARATION
F&C Commercial Property Trust (FCPT)*

INTERIM REPORT
Majedie Investments (MAJE)*, Victrex (VCT)

PRELIMINARY REPORT
Value and Income Trust [more]

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Luniversal posted to the High Yield - HYP Practical board. 20:18

SuperHYP 5

FMay24:13
Company (EPIC) Score CAGR Yield Zone Order Sector
(%) (%) chosen


Centrica (CNA) 1 17.5 4.2 O 1 Gas
BHP Billiton (BLT) 1 20.3 3.8 O 2 Mining
British Am. Tob. (BATS) 1 14.1 3.6 O 3 [more]

Boards Post

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

Re: Quiz re SSE results

But for currency shifts, SABMiller would probably be of the elite too.

Oh no it wouldn't. I forgot its cuts in sterling value ten years ago, though they were only due to exchange rates.

Apart from SSE, they have a strong [more]

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Luniversal replied to the High Yield - HYP Practical board. 13:07

Re: Halfords Results

Got to admit that 2-3 years ago I recommended Halfords as one of the very few companies floated between the two big bad bear markets which was winning its 'sturdy' spurs.

Not for long.

I almost bought it for my Midcaps HYP in Jul. [more]

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Luniversal replied to the High Yield - HYP Practical board. 10:28

Re: Dividend roundup: May 23

Correction: Daily Mail ex-dividend date June 5.

Boards Post

Luniversal posted to the High Yield - HYP Practical board. 09:40

Dividend roundup: May 23

MAY 23
Company (EPIC) 2013 2012 Change Type Ex-div Paid AGM
(p) (p) (%)

Daily Mail & General Trust (DMGT) 5.90 5.60 5.4 Interim Jun07 Jul05
Mitchells & Butlers (MAB) 0.00 0.00 n/a Interim - [more]

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 20:38

Re: IUKD Divi plus

True, but the annual totals to mid-year still tell a depressing tale for those who thought IUKD, or any open-ender, could adequately sub for a portfolio of income investment trusts:

2006-07: 50.8p

2007-08: 56.7p

2008-09: [more]

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Luniversal replied to the Exchange Traded Funds (ETFs) board. 20:16

Re: SPDR Emerging Markets Dividend

No, you'll find them under 'administrative expenses' in the income statement. And if you read my stuff, you'll see that they have been falling as a percentage of revenue and net assets for a number of years.

Boards Post

Luniversal replied to the High Yield - Share Strategies board. 20:06

Re: Funding for Lending and HYP

When it comes to the Sturdy 17 this narrows the field somewhat, which is why I'm looking at out of favour companies like Carillion and Greggs, as there aren't many other low P/E FTSE100 stocks to choose from right now.

Wasron- That is [more]

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Luniversal posted to the High Yield - HYP Practical board. 13:50

Front-testing: the Renaissance HYP

Company (EPIC) ThMay21:09 TMay21:13 Sector Income (years to Mar31)
price No of price value Totals 2010 2011 2012 2013
(£) shares (£) (£) 2009-12 (£) (£) (£) (£)

Admiral (ADM) [more]

Boards Post

Luniversal replied to the Exchange Traded Funds (ETFs) board. 12:37

Re: SPDR Emerging Markets Dividend

When you buy an investment trust on a net yield of 4%, guess what? You get 4%.

We fogeys who are ridiculed for raising eyebrows over offshore-based, loosely regulated, obscurantist funds-- in an industry essentially a salesman's response to [more]

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Luniversal replied to the High Yield - HYP Practical board. 12:25

Re: Quiz re SSE results

Five others in my book. All in the Footsie throughout:



EPIC Dps Average 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999

BATS FY (%) 13.2 6.6 10.8 14.8 18.9 26.4 18.4 18.9 12.2 8.0 10.2 10.0 [more]

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 11:27

Re: Sse plc Results

Precisely. Like all the flapdoodle about 'cyclicals', obsessing over capital gearing is oldthink. Look at free cash flow cover.

Regulated utes are the longest of long-term enterprises. As long as they service the debt comfortably, they are [more]

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Luniversal replied to the High Yield - HYP Practical board. 19:22

Re: VOD Results

That surprises me because I don't tell jokes, organise drink-ups, plug oil explorers or send get-well-soon cards.

You ought to be in that position, Ian, if only for your tireless efforts to collect the daily news when I am still in [more]

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Luniversal replied to the High Yield - HYP Practical board. 19:04

Re: Quick change

The Board's favoured notion is that one sits there watching the transit from LZ to OZ to DZ to Zilch and does nothing.

Not when considering what to buy, which is what the zones are for.

The theory is that if a share comes up [more]

Boards Post

Luniversal replied to the High Yield - HYP Practical board. 18:09

Re: Quick change

There seems to be a lesson about reviewing the past: just because FGP had a good dividend record, does not give much information that it would carry on that way. This calls into question the whole idea of n years of rising dividends having much [more]

Boards Post

Luniversal replied to the Investment Strategies board. 17:32

Re: Tactics

Presumably meant in a pejorative way along with 'closet tracker' and 'diworsification'.

Not expressions used in any context by me, sir.

(1) Because HYP and income investing deals in higher-yielding equities, bought for income [more]

Boards Post

Luniversal replied to the Investment Strategies board. 15:59

Re: Tactics

I believe Luni espouses just the 15.

Only if they're thoroughbreds;-)

My new method can cater for all tastes up to c. 25 shares within the bounds of a good score on historical criteria. But it is not purism to say that more [more]