lookingforclues’ Activity

Thu Nov 20

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 07:13

Re: Royal Mail results

increasing competition in parcels (Amazon, UK Mail, Connect Group etc etc) make this look to me a bit like the supermarkets

Tend to agree. Of course there is competition in pretty much all markets which is why brand loyalty is such an [more]

Wed Nov 19

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 09:21

Re: Work In Progress

If you want to compare relative performance of a HYP then the benchmarks should be more like for like. If you tend to equal weight a diverse range of stocks from across sectors as per HYP, then you should benchmark to something similar and the [more]

NL

Boards Post

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

Re: Work In Progress

FTSE250 total return index from FT web site for close of 18th Nov 2014 = 10617.77

For 28th Feb 2011 = 7067.38

Change = 50.23%


Almost all the selections were FTSE 100 companies so that makes the FTSE 100 a more [more]

Tue Nov 18

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 06:55

Re: Starting a HYP now-basic 10 stocks?

SW19lad

Hi Ian - do you agree the markets are at record highs?

I don't think numeric index levels are a good measure of whether or not equities are overvalued.

Better to look at ratios such as;

CAPE [more]

Mon Nov 17

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 17:12

Re: HYP1 is 14

And free-ranging discussion of just about anything is more likely to work well if it is held on a board where potential contributors have no real reason to suspect their contributions might end up in their email in-boxes!

Sure but it [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 13:56

Re: HYP1 is 14

Given that division, whether tinkering or not tinkering is better as a general approach IMHO clearly belongs on High Yield - Share Strategies and not this board.

I would be inclined to suspend that rule to allow free ranging [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 09:56

Re: HYP1 is 14

Arb

what HYP1 might be telling us is that the higher return part didn't happen, if mc2fool's observation about buying an annuity in year 2000 is anything to go by

True but you have to be a bit careful here. The past 14 years [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 08:23

Re: HYP1 is 14

Arb

That's all very well if you are in that position, but in the future there will be increasing numbers of people in my position: that is without a final salary scheme. Many schemes have closed in recent years, so there will be many [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 06:40

Re: HYP1 is 14

Dod1010

My point is to try to dispel some of the mythology that seems to have arisen around a non tinkering HYP

What mythology? What we are given is a statement of annual income and capital performance for HYP1 that shows [more]

Sun Nov 16

NL

Boards Post

lookingforclues replied to the Holiday Ideas & Advice board. 08:43

Re: Somewhere Nice in Canaries?

But, as an alternative to the Canaries, non of which is that up market, what about Madeira?

Ah, Madiera......

I had a week at the Pestana Bay with the family earlier this year.

Beach was stony so tough on feet if you [more]

Fri Nov 14

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 16:31

Re: TMF's Beginner's Portfolio Question

Hmm, that was quite a slap-down! Use of technical investment terms no longer permitted -- whatever next???

Sorry if that was harsh but 'modified duration' is not commonly used terminology for equities even around these parts. Duration [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 12:37

Re: TMF's Beginner's Portfolio Question

Hi GS

Just one "piece of evidence" to counter your HYP1 example.

Being pedantic it is a report of a piece of evidence. If it were to be evidence similar in nature to HYP1 it would be a log on TMF of real time [more]

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 11:57

Re: Smallest theoretical object

Yes, I saw that. They key is in the word "appear"

Sure but you will notice the other key word 'information' is in there as well ;-)

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 09:39

Re: TMF's Beginner's Portfolio Question

77ss

Why do you believe it to be incumbent upon 'active' HYPers to give comparative data, but that 'passive' HYPers don't have to?

Well, firstly it is not possible for passive HYPers to do this whereas it is relatively [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 09:05

Re: HYP1 is 14

Of course you miss out on any possible capital gain with an annuity but we are told to ignore capital.

Maybe, but not give it up altogether.

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 08:04

Re: TMF's Beginner's Portfolio Question

Geoff100

HYP 1 proves precisely nothing

Of course it doesn't prove anything. It is a piece of evidence. Just as the Dow 30 study is a piece of evidence and the FTSE 100 constituent analysis I carried out is a piece of [more]

NL

Boards Post

lookingforclues replied to the Oil & Gas - Companies board. 07:16

Re: Woe woe and thrice woe

Hi KMcK

Buy when there's fear in the market

Yep. With O&G shares you can expand this to 'buy when the price of oil is low and believed to stay low or go lower'. With the power of hindsight this is why oilies were such a [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:00

Re: TMF's Beginner's Portfolio Question

kempiejon

I do think I could squeeze some extra income or gains by cutting losers and re-deploying cash from companies that have suffered a major set back and/or stopped paying dividends though.

If you have not already done [more]

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 06:24

Re: Smallest theoretical object

Surely, it's your perception that the light beam is travelling faster because of the angle to the sky from your eye.

[more]

Thu Nov 13

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 19:36

Re: TMF's Beginner's Portfolio Question

Kempiejon

lfc - is your portfolio done?

Yes, it has been for a few years now and we rely on the dividend income as an important part of the total.

I find myself completely relaxed about shares that fall or divis that [more]

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