ProfessorMarcus’ Activity

Yesterday

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ProfessorMarcus replied to the Football Fools board. 13:45

Re: Going down

To be honest it's not as if SAFC have improved the Premier League over the past 7 seasons.

It's the longest continual run in the top flight in my lifetime yet I derived more enjoyment from watching some even worse players in the old 2nd [more]

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ProfessorMarcus replied to the Does Anybody Know? board. 13:02

Re: How to have a flat middle section?

Do exercises to increase the width of the rest of your body!

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Boards Post

ProfessorMarcus replied to the Football Fools board. 13:00

Re: Going down

Fulham staying up after their travesty of a season would be unthinkable.

Why?

If they have accumulated enough points over 38 games to remain in the league then they will have deserved it.

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Boards Post

ProfessorMarcus replied to the Football Fools board. 12:57

Re: Going down

So Blunderland, Norwich and Cardiff for me.

Wow, that's a new one! I take it you're not a Sun reader else it would have been 'Derland'. HA ha ho ho how inventive.

We'll hopefully see you in a couple of seasons at the [more]

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ProfessorMarcus replied to the High Yield - HYP Practical board. 10:31

Re: My Apr HYP(ISA) Top Up

Hello Ian,

I would buy Morrison (MRW) instead of Vodafone (VOD).

Sell Tesco, Marks and Spencer and possibly also BT.

;-)

Cheers.

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Boards Post

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

Re: HYP Expansion

Hello Dod1010,

Re:

If you truly follow the HYP creed the portfolio needs no maintenance but I do not do that and I like to monitor my holdings, reading the Annual Reports and following the news on them. If I find what I judge to [more]

Wed Apr 9

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ProfessorMarcus replied to the High Yield - HYP Practical board. 13:22

Re: The HYPer's Buyer's Market

Hi JC.

Re:

In fact, I was wrong. The market peaked in the late spring with the FTSE100 at 6840 (not 6550) on 22 May, then dropped to 6029 (not 5300) within a month by 24 June, so a 12% drop (not 19%).

Make enough [more]

Tue Apr 8

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Boards Post

ProfessorMarcus replied to the High Yield - Share Strategies board. 11:02

Re: Tracker v. DIY, 2006-13: income

Hi Matt.

It very much answers the question - which is better a tracker. a HYP or a basket of ITs?

Remember that the performance of a HYP and to a lesser extent the baskets of investment trusts depend on your selection [more]

Thu Apr 3

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Boards Post

ProfessorMarcus replied to the High Yield - HYP Practical board. 17:51

Re: Morrison, buy, yeah or nay?

Hello Arb,

Ian might be able to confirm if I misunderstood his post.

He's realised a 19% capital loss on Morrisons from what I can see, plus dealing charges. The cash has been used to buy more Vodafone shares.

MRW haven't [more]

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ProfessorMarcus replied to the High Yield - HYP Practical board. 17:07

Re: Morrison, buy, yeah or nay?

Hi Ian, thanks for the earlier comments.

Re:

My Morrison holding is showing a 'loss' of 19% currently, but capital doesn't matter.

I have elected to sell my holdings in Morrison, as of 10 minutes ago. [more]

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Boards Post

ProfessorMarcus replied to the High Yield - HYP Practical board. 09:11

Re: Morrison, buy, yeah or nay?

Would you continue to top-up if a company's shares continue to fall?

If e.g. MRW falls any further do you have a cut-off point for any of the valuation metrics used in the original share selection process? E.g. if the yield goes over 7%? [more]

Tue Apr 1

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ProfessorMarcus replied to the Investment Strategies board. 12:39

Re: Wind down from income stock

If you definitely decide to wind down your equity exposure then you could consider a variant of the Permanent Portfolio:

25% - Equities - one worldwide tracker ETF such as VWRL.
25% - Government bonds - as mentioned previously. Possibly [more]

Thu Mar 27

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ProfessorMarcus replied to the High Yield - Share Strategies board. 11:57

Re: Buying on Low P/E Year 1 Review

Good stuff JC.

Dreman advocated low P/E strategies in his contrarian investment strategies book.

[more]

Mon Mar 24

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ProfessorMarcus replied to the Does Anybody Know? board. 15:30

Re: country pub lunch near burton On trent

That's a great post, satanonholiday.

Having lived in the area all of my life I've been surprised how many decent restaurants there are in the area for the size of the town.

The only thing I'd add is that it can be difficult to [more]

Thu Mar 20

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ProfessorMarcus replied to the High Yield - HYP Practical board. 09:17

Re: Capital doesn't matter?

Thankyou for the replies everyone.

Known problems are probably already factored in to high yield shares hence their higher yield but it doesn't seem to take much at the moment to make their prices slide 10%+ in one day.

It would [more]

Wed Mar 19

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ProfessorMarcus replied to the High Yield - HYP Practical board. 16:22

Re: Capital doesn't matter?

Thanks for the replies.

I was expecting some of the companies in my HYP-type portfolio to be less volatile than the market (lower beta) yet I've been surprised how the market has reacted to company results recently.

It's been a [more]

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ProfessorMarcus replied to the High Yield - HYP Practical board. 16:04

Re: Capital doesn't matter?

LGEN - http://www.ibtimes.co.uk/budget-2014-legal-general-shares-pl...

Reaction to pension reforms, this might also [more]

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ProfessorMarcus replied to the Help with this Blasted Computer! board. 15:48

Re: Attempted social engineering phish

Nottingham numbers are 0115 and then 8 or 9 usually.

I thought it might have been someone from our dodgy help-desk!

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Boards Post

ProfessorMarcus posted to the High Yield - HYP Practical board. 15:46

Capital doesn't matter?

This might be more suited to the High Yield - Share Strategies board but I thought I'd try here first.

Since I've been investing into a HYP-type portfolio there have been a number of company or sector specific plunges in share prices. Off [more]

NL

Boards Post

ProfessorMarcus replied to the Taxes - Practical Issues board. 09:05

Re: Property income/expenditure via an intermedi

Thanks DiamondEcho.

Yes, it was a genuine mistake in the first month that I became an amateur landlord.

Regards.

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Boards Stats & Trivia

Three stars, 500 posts
Board Posts 758
Recs Received 710
People who have rec'd these posts 413
Recs to Posts Ratio (last 30 days) 3.00
Threads Started 77
Threads Started Percentage 10.16 %
Most Frequent Board Property - Markets and Trends
Very First Post ISA/Fund/Tracker question (18/02/2004)
Percentage of Posts Rec'd 36.54 %
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