MunroMan

Robert Davies

MunroMan’s Activity

Sat Apr 25

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 13:39

Re: A grenade ?

The problem has been made worse in recent years by the trend to reward executives with shares, rather than just paying them with cash to do their job.

This has blurred the difference between the principals, shareholders who own the [more]

Fri Apr 24

NL

Boards Post

MunroMan replied to the Investing for Income board. 15:46

Re: The Shell/BG deal will impact dividends in a

Which may well be true at the UK level, but in my HYP, Shell (RDSB) currently accounts for 2.4% of all (forecast) dividends.

I think this is why I like equal weighting diversification, rather than capital weighting - if and when one of
[more]

NL

Boards Post

MunroMan posted to the Investing for Income board. 10:50

The Shell/BG deal will impact dividends in a big

After years of planning Shell finally took the plunge and pounced on BG Group. This £47 billion acquisition is a big deal for the oil and stock market and could have important ramifications for income investors. After all, Shell accounts for [more]

Thu Apr 23

NL

Boards Post

MunroMan replied to the Investment Strategies board. 11:48

Re: Tactical Call

Just consider the period 1st January 2008 to 3rd March 2009
The FTSE100 fell from 6479 to 3512 - a drop of 46% - requiring a gain of 85% to regain the lost capital value.


And your point is?

Rob

NL

Boards Post

MunroMan replied to the Investment Strategies board. 10:16

Re: Tactical Call

The "don't risk missing out on the best 10 days" line is a neat marketing idea to prey on people's fears. It sounds plausible - but isn't!

If you stay invested you are guaranteed to get all of them. Plus your [more]

Wed Apr 22

NL

Boards Post

MunroMan replied to the Investment Strategies board. 13:00

Re: Tactical Call

but do not question why I reach decisions, that I will not tolerate.

So why post your decision in this forum? Surely you expected some debate rather than everyone saying yes you are right.

You have said what you are doing [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 11:36

Re: Tactical Call

I don't like promoting competitors but this study is worth reading

[more]

Tue Apr 21

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 22:29

Re: Miners?

So, from your list, I would go for RDSB. Oil is a different model and the big oil companies have a wider revenue stream from downstream activities.

Oil is a worse model because so much production is in the hands of states like Saudi, [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 22:17

Re: Tactical Call

This is true over the long-term, however, this nothing to counteract my argument that if you can take advantage of the large scale declines (or extreme corrections as you would call them then you can add a heck of a lot more value than one missed [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 16:56

Re: Tactical Call

Coleyfish,

Equity markets are volatile. Corrections, i.e. short terms moves in capital values, of 30% can be expected to occur regularly and larger declines of 50% can be expected on occassions.

However, that does not really matter [more]

Mon Apr 20

NL

Boards Post

MunroMan replied to the Investment Strategies board. 18:29

Re: Tactical Call

ns, but I am interested in avoiding the severe pain that a market collapse can produce.

As an IFA you would know that equity investors need to be able to tolerate a 30% correction.

Is is the short term volatility that that [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 08:32

Re: Equity Premium

It is interesting that conventional wisdom has such a complete turnaround in a relatively short period, rather makes one wonder what will be the outcome when we look back in 20 years time with an earnings yield of around 6% on the FTSE and 10 year [more]

Sun Apr 19

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 17:33

Re: Murray International

he will come good again for sure.

That's a statement that invites a response. Just not exactly sure what it should be.

Rob

Fri Apr 17

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 17:26

Re: The hypocrisy of executive pay

Let's not forget that whilst an active manager might underperform the index after fees a passive one always will.

This thread is not about that debate so I won't pursue that argument.

Rob

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 13:00

Re: The hypocrisy of executive pay

We're trying to make money for our clients mostly.

That is a different philosophy from me. I don't think fund managers add value. They should just provide a collective vehicle to offer investors the benefits of diversity at low cost [more]

Thu Apr 16

NL

Boards Post

MunroMan replied to the Investment Strategies board. 13:12

Re: Tactical Call

Old folks on pensions care more about resilient dividends than speculative profits.

And not just old folks.

Why ignore dividends in this analysis? Total return would be a much better measure.

For all months from [more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 11:50

Re: The hypocrisy of executive pay

From Indivior

Absolute TSR has been chosen as a performance metric as it is directly aligned to the value that is created for Shareholders.
This will be measured over three financial years with the base TSR, in this first year, being
[more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 11:17

Re: The hypocrisy of executive pay

The Committee sets the performance requirements for
each grant. A peer group of packaging and paper sector
companies is used. Nothing vests below median. 25%
vests for median performance; 100% vests for upper
quartile performance,
[more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 10:31

Re: The hypocrisy of executive pay

We're working with partner companies to find ways to identify the shareholder proposals we want to vote with. As we vote on 20-30,000 proposals a year it can be tough to do this but we are trying to improve this actively.

Well done [more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 10:09

Re: The hypocrisy of executive pay

Many times I've voted against Execs, but the "Institutions" don't EVER want to "Rock the boat" so they are safe - and the same thing applies with Executive pay.

Some of us do. But will Boards appoint NEDS that [more]

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools
Board Posts 7808
Recs Received 11190
People who have rec'd these posts 2253
Recs to Posts Ratio (last 30 days) 11.90
Threads Started 1005
Threads Started Percentage 12.87 %
Most Frequent Board High Yield - Share Strategies
Very First Post Re: Bridge - Daily Fool 28 Apr (28/04/1999)
Percentage of Posts Rec'd 39.24 %
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