MunroMan

Robert Davies

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Today

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 20 minutes ago

Re: Doris Here!!

get income in the era of debauched currency.

That started in 1914 when the UK came off the gold standard to fight a war no one could afford.

Keynes was one of the first to recognise the real value of equities in such an [more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 52 minutes ago

Re: Doris Here!!

All this historical hocuspocus only clouds the issue.

Says he of the "must have 10 year records" before anything can properly validated.

Rob

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 3 hours ago

Re: Tesco Interim Results

Chairman fees
Sir Richard Broadbent’s fee for his role as Non-ex ecutive Chairman is £625,000 p.a. and he has the benefit
of a company car, driver, medical insurance and security. This f ee was set at the time of his appointment
[more]

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MunroMan replied to the High Yield - HYP Practical board. 07:40

Re: Tesco Interim Results

Broadbent also announced "that he will begin now to prepare the ground to ensure an orderly process for my own succession."

The important point here is has he been designated a "good" leaver? If he has he keeps a [more]

Yesterday

NL

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MunroMan replied to the Investment Strategies board. 14:54

Re: x-div to pay date

Seems like a good time to re[post an old blog from 2012

Why are we waiting? Dividend delays amongst the UK blue chips

Some funds are built on the premise that the lion’s share of investment returns from the stock market are derived [more]

NL

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MunroMan replied to the High Yield - HYP Practical board. 11:12

Re: Are divs slowing down?

Gen Reprimand accepted. The data in the first column is the forecast of the total dividend payment for the following year based on the average of the 12 estimates from March to February of the previous year. The difference from the calendar year [more]

NL

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MunroMan replied to the High Yield - HYP Practical board. 07:11

Re: Balfour Beatty – Critical Condition Zo

I would not hold shares in a company where I felt that the director's statements were not to be trusted

And how would you determine that?

Rob

Tue Oct 21

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 16:42

Re: Are divs slowing down?

May I suggest that there is something wrong with the 2014 and 2015 'Actual' figures as they cannot be true, unless you have a contract with Doctor Who ;-)

It has more to do with labels on my s/s. Capita started off tellling us what [more]

NL

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MunroMan replied to the High Yield - HYP Practical board. 15:36

Re: Are divs slowing down?

Especially which ones are cutting! We just use the forecasts in the market, no surprises. More interesting is the trend over this year of the forecasts for next year. Mar-14 84.94 Apr-14 85.54 May-14 85.19 Jun-14 85.72 Jul-14 84.90 Aug-14 [more]

NL

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MunroMan replied to the High Yield - HYP Practical board. 13:50

Re: Are divs slowing down?

It is always interesting to see what is actually paid out to what analyst were forecasting a year earlier: Forecasts Actual Difference 2008 71.84 68.5 -3.34 2009 69.91 59.7 -10.21 2010 60.51 58.7 -1.81 2011 68.36 69.7 1.34 2012 74.87 81.5 6.63 [more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 10:42

Re: Doris Here!!

Combined with two oil companies, BP and Shell, and near a quarter of the total FTSE100 is in just those 2 sectors/4 companies.

That has nothing to do with how you hold these shares. Most active managers stick fairly closely to these [more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 09:26

Re: Doris Here!!

The FTSE100 is down less than 5% year to date. That index however has 43% exposure to just 10 stocks, 2 of which are HSBC and Barclays around 10% weighte

Your numbers are seriously adrift. HSBC is 7.4% of the FTSE 100 and 6% of the FT [more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 07:46

Re: Doris Here!!

might one not be better off at a very uncertain time like this to hold IT's with no fear of sales of assets purely in response to demands for redemption?

As long as the collective has a good exposure to large caps liquidity issues [more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 07:41

Re: Doris Here!!

To minimise fund manager risk.


Risk of what, choosing the wrong shares? That argument does not apply to passive funds.

The only risk for collective investors is the failure of the custodian. Since virtually everyone [more]

Mon Oct 20

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 22:39

Re: Doris Here!!

Tonight the B8 yields 4.14% net of basic rate tax and ongoing costs. With penym's £25,000 and cheap batched dealing, the upfront cost would be about 0.55%, i.e. about seven weeks of the first year's income.

Buy an OEIC direct, [more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 19:48

Re: Doris Here!!

It would be tidier to hand on to others. My inclination would be to stick with the B8,

Why wrap the same assets 8 different ways? The income comes from equities, simply hold as many as possible as cheaply as possible in one vehicle [more]

Sat Oct 18

NL

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MunroMan posted to the Investment Strategies board. 21:28

Canaries in a mine full of gas


The other signal which we find concerning is the ranking of Small Caps in all the main equity regions. In response to client requests we have just changed all our regional models to include Small Caps as the eleventh sector. (Previously we
[more]

NL

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MunroMan replied to the Investment Trusts & Unit Trusts board. 13:35

Re: Doris Here!!

which will need investing in to ITs

Why confine your search to ITs?

Rob

Fri Oct 17

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 18:29

Re: brwm

Is the fact that your fund is weighted in a way that is unique (and is marketed as such) of any importance at all to anyone ?

I would hope so, because it helps them to understand what to expect.

If it is, does that fact [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 15:50

Re: brwm

Just as a point of interest Rob, can you please tell me how many UK funds are weighted by forecast total dividends ?

One. There are about 30 weighted by mkt cap and 4 by some combination of mkt cap,yield and some other fundamental [more]

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