ScillyFool’s Activity

Sat Aug 30

NL

Boards Post

ScillyFool replied to the Tesco plc board. 20:33

Re: Trading Statement

What the heck is "strategic optionality"

Could be the strategic option to buy Coles Supermarket in Australia when the price is right. Or alternatively it could be more "yuckspeak". Mmmm, definitely the latter.

Fri Aug 15

NL

Boards Post

ScillyFool replied to the Tesco plc board. 16:30

Re: Whats really wrong with Tesco

On the till receipts at Tesco there is mention of Tesco appreciating on-line feedback. I've had a moan via this medium, being a grumpy old codger, and have always had a reply from their customer services people. If enough people use this facility it [more]

Thu Aug 14

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 21:07

Re: IT suggestions for long-term capital gain

Hi longtermyieldman,

The core proposition is that the management team identifies businesses it believes are under-valued by the market, and takes stakes in them. If the prices drop further, they add to the holdings; if they rise beyond [more]

Sun Aug 10

NL

Boards Post

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

Re: entry point into IT's

Hi Goldenboy888,

I think that you've probably answered a third of your question yourself in that Templeton Emerging Markets are trading at a 10% discount to NAV and they are the only one of your selection at a discount, presently. As someone [more]

Fri Aug 8

NL

Boards Post

ScillyFool replied to the Vodafone Group plc board. 18:30

Re: New VOD dividend

Thanks Bree,
Thought it must be. I'd forgotten to make a note. Anyway, a nice surprise.
SF

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 11:38

Re: This reminds me of Luni

We have become what we hated when we were in graduate school. We are now the curmudgeonly party poopers who scoff at the latest and greatest new factors discovered by enthusiastic financial engineers. We like to think we have become wiser and thus [more]

NL

Boards Post

ScillyFool posted to the Vodafone Group plc board. 11:34

New VOD dividend

Just received another VOD dividend of 7.47p but relating to VOD US. Anyone know if this is a dividend that was declared before the sale of Verizon Wireless?

Wed Aug 6

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 22:03

Re: The Internet of Things

Have a look at Imperial Innovations

http://www.imperialinnovations.co.uk

They are commercialising some of the more promising research coming out of Imperial College London [more]

Mon Aug 4

NL

Boards Post

ScillyFool replied to the Tesco plc board. 21:38

Re: Has the market really changed?

The message that Tesco seem to have forgotten is "KEEP IT SIMPLE, STUPID".

That's why "Poundland" and others are taking market share.

I can't be ars*d with the maths, I've come here to Tesco to buy a weeks shop, [more]

Mon Jul 28

NL

Boards Post

ScillyFool replied to the Tesco plc board. 06:57

Re: Poll: Are you a buyer?

On a slightly different tack, yesterday, Sunday we went to Sainsbury's to buy food and drink for a BBQ. We arrived at 10am only to find they didn't open until 11. Mrs SF suggested going to Tesco and I thought that it would probably open at 11am as [more]

Sun Jun 29

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 21:23

Re: Mid cap income ITs?

Hi Cranwind,

I'm not sure if you've looked at Standard Life Equity Income (SLET). It's one of these trusts that tend to "fly below the radar". It's manager, Thomas Moore, seeks out companies with growing dividends and nearly half [more]

Wed Jun 25

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 18:21

Re: Bungling Fund Manager (Legg Mason)

I'd add a suitable sum that you think is a fair recompense for your troubles.

I've done this several times when I have had issues with the "Wise". Mind you this has been accompanied with the threat of referring the matter to the [more]

Sat Jun 21

NL

Boards Post

ScillyFool replied to the Portfolio Management & Review board. 22:20

Re: Newbie's 1st Review

Hi M89,

First off, well done so far. Your portfolio looks good for a 25 year old. There is a great temptation to have a huge portfolio of companies with great yields and at your age I certainly wouldn't discourage this, however, and isn't [more]

Fri Jun 20

NL

Boards Post

ScillyFool replied to the High Yield - Share Strategies board. 21:12

Re: Week Ahead: Jun 23 - 27 (26/52)

Friday June 27 2014

INTERIM PAID

British Empire Securities & General (BTEM)

Wed Jun 18

NL

Boards Post

ScillyFool replied to the Tesco plc board. 13:40

Re: morrisons staff cuts

A great deal boils down to individual store management, in my experience. I recently visited 2 Tesco stores at either end on the country. The Tesco Extra in Edinburgh was notable for the lack of vegetables in the large vegetable section, lack of [more]

Sun Jun 15

NL

Boards Post

ScillyFool replied to the High Yield - Share Strategies board. 17:23

Re: Lump sum

Hi Mark,

What would I do?

Well, one idea would be to sell your Premium Bonds and add that to your cash and go out and buy yourselves a really nice campervan/mobile home and spend the next 2/3years "doing" Europe. But [more]

Mon Jun 9

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 21:25

Re: Why Munroman is wrong

Just finished reading the Barclay's Equity Guilt thingy and I did learn one thing:

“How much easier it is to be critical than to be correct”
Benjamin Disraeli

SF

NL

Boards Post

ScillyFool posted to the Investment Strategies board. 20:20

What will happen on 18th. September...

if England win the World Cup?

I hadn't really given it any serious thought until Stephanie Flanders mentioned it in the Sunday Times, as a possible reason for a big Yes vote, but dafter things have been known to influence [more]

NL

Boards Post

ScillyFool replied to the Investment Strategies board. 20:06

Re: Why Munroman is wrong

Just checked Trustnet and a certain fund that is subliminally promoted here seems to rank 232 out of 258 unit trusts/OIECs in the same game. Could someone please explain what went wrong?

Sun Jun 1

NL

Boards Post

ScillyFool replied to the Investment Trusts & Unit Trusts board. 13:04

Re: Manchester and London IT

How does this trust manage to pay such a high yield? Does it have a lot of leverage? The shares it holds yield a lot lower than thestated figure

I think this extract from the annual report may answer some of your [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 464
Recs Received 900
People who have rec'd these posts 422
Recs to Posts Ratio (last 30 days) N/A
Threads Started 62
Threads Started Percentage 13.36 %
Most Frequent Board Investment Trusts & Unit Trusts
Very First Post Does good web site equate to good company? (10/12/1998)
Percentage of Posts Rec'd 52.16 %
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