MunroMan

Robert Davies

MunroMan’s Activity

Fri Jan 30

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 09:47

Re: Capita's latest Dividend Monitor

Gen, Here goes, the details are these: Year Total Dividend Payouts as per Capita (£b) Distribution from portfolio weighted by dividends (p) 2008 68.5 2009 59.7 3.835* 2010 58.7 2.138 2011 69.7 2.365 2012 81.5 5.184** 2013 80.3 3.647 2014 [more]

Thu Jan 29

NL

Boards Post

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

Re: Capita's latest Dividend Monitor

What "facts"? Link to an authoritative independent analysis/research please.

I can't do that in this forum as most people know. But the data is available on the Capita website and the rest is where you would be expect to [more]

Wed Jan 28

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 10:20

Re: Capita's latest Dividend Monitor

So, "To get rising income you need to weight according to income" is just plain wrong.

The facts say otherwise.


Rob

Tue Jan 27

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 20:53

Re: Capita's latest Dividend Monitor

Gen,

Well done. I half expected a detailed reply from you.

The hard part of course is finding the small company that is going to double it's dividend next year and yields 5%.

Rob

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 14:23

Re: Capita's latest Dividend Monitor

Arb,

And I guess i was thinking partly of our last discussion on another board.

Rob

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 13:25

Re: Capita's latest Dividend Monitor

Arb,

Yes, this thread is, which was why I prefaced my post by saying that the board usually talks about total returns.

Rob

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 12:47

Re: Capita's latest Dividend Monitor

This is where the board's schizophrenic attitide to returns is confusing.

The focus on total returns is at odds with securing a rising income. The reason for that is 45% of the income last year came from the top 5 companies and 63% from the [more]

Mon Jan 26

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 11:53

Re: Charges

Not as simple as it sounds at first

Additional Operating Expenses


Operating expenses of the fund, except for the costs of trading, are met by Orbis up to a total annual amount of the larger of 0.1% of the Net Asset Value
[more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 07:44

Re: Portfolio Advice Please

I really do try and find core holdings that i feel comfortable to hold for a very long time. That may explain that the majority of the portfolio is a combination of tracker funds, Fundsmith and FGT/Lindsell Train and yes I like Smith and Train [more]

Sun Jan 25

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 18:57

Re: Fundsmith

Arb,

Three questions on that graph.

1) what are the yields on those funds?

2) how much "Money" was created by QE in the US and the UK over that period?

3) how important do you think past performance is as [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 18:49

Re: Fundsmith

I don't mind managers who explain why things went wrong - in a way that's refreshing. At what point would you admit your theories are wrong, not producing the results you hoped for, and throw in the towel? As much as I have always been interested [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 15:35

Re: Fundsmith

Why do you assume that he is fooling anyone, did you make 31% over the last 12 months? <\I> when funds are doing well no one every asks what risks they incurred.

When things go wrong the excuses, as this article proves, [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 11:50

Re: Fundsmith

Surely better to try a non US manager possibly with fresh eyes.

That surely is the triumph of hope over reality.

I reckoned Smith knows at least some stuff and is not an easy bloke to fool.

Sure, no one is [more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 11:40

Re: ECB

Dem,

You might enjoy this blog

http://www.harlynresearch.co.uk/week-of-destiny-or-not/

Which I can now link to as I am no longer involved with [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 10:12

Re: Fundsmith

I hold neither currently and would be hard pressed to decide if I had to because I like the idea of US exposure but on the other hand have been an admirer of Nick Train for a long time.

The logic behind this is odd. The evidence is [more]

Sat Jan 24

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 14:39

Re: Market appetite for High Yield

. The high yielders may now be overpriced.

:-)

Rob

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 13:05

Re: Fundsmith

Er, in that link the discussion was virtually entirely centred around Berkshire Hathaway, which has done pretty well since.

Bug the OP was about PAT. Discussions, as we know, take on a life of their own.

The day someone posts [more]

NL

Boards Post

MunroMan replied to the Banking Sector board. 12:57

Re: Is Lloyds talking rubbish?

...and note that OldBoyReturns will be speaking on the programme!

And very good he was too.

Rob

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 08:33

Re: Fundsmith

This worship reminds me of the gushing posts on this board a few years ago about PAT.

http://boards.fool.co.uk/personal-assets-trust-12884328.aspx...

If [more]

Wed Jan 21

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 11:43

Re: Rio Tinto (RIO) 4th Quarter

I suppose you and your Wise brethren will never grasp, or for professional reasons cannot bring yourself to accept, that there are people in this world who are not in the least interested in betting on share prices. After all, if there were more [more]

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Big gold star, 5000 posts Top Favorite Fools
Board Posts 7684
Recs Received 10879
People who have rec'd these posts 2234
Recs to Posts Ratio (last 30 days) 3.80
Threads Started 996
Threads Started Percentage 12.96 %
Most Frequent Board High Yield - Share Strategies
Very First Post Re: Bridge - Daily Fool 28 Apr (28/04/1999)
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