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re. Isaac's Thread - High Yielding Shares amp; other stuff

MadDutch — Tue, 10 Apr 2012 09:29:38 +0100

MadDutch posted:
Isaac, very useful table of footie managers, thank you. Next time I meet someone winging about business CEOs' bonuses, I will quote it. MD.

re. Isaac's Thread - High Yielding Shares amp; other stuff

MadDutch — Tue, 10 Apr 2012 09:19:46 +0100

MadDutch posted:
....so the question for Tesco (LON:TSCO) (and many other dividend stocks) is "what next?". And I'm not the only one starting to ask.ee, I know what Tesco has done wrong. I remember an old management saying which we do not hear these days was "people are promoted to the level of their own incompetence." I think it was a mistake to promote the man who lead Tesco's greatest recent successes, the development of the foreign ventures, and promote him to be CEO of the whole group. He has not been able to...

re. Isaac's Thread - High Yielding Shares amp; other stuff

emptyend — Tue, 10 Apr 2012 09:14:12 +0100

emptyend posted:
There is no doubt that dividend paying stocks have had a great run - but they have been buoyed by: general improvements in market confidence strong margin improvements due to cost-cutting coupled with lower rates of reinvestment of profits in the business Strong investor interest driven by a perceived lack of income-generating alternatives I think we can "look forward" to a reversal of all of those factors. Coincidentally, Lex is this morning making a similar point about valuations, due to a reversal in the recent trend of margins: With 10-year treasury yields at 2 per cent,...

re. Isaac's Thread - High Yielding Shares amp; other stuff

thebuffoon — Tue, 10 Apr 2012 08:48:36 +0100

thebuffoon posted:
Isaac,It takes a few minutes to read TJH's thread on TMF. It took 25 years to produce the data. One needs to take one's natural temperament into account, before considering a strategy that one is going to adopt, AND STICK WITH.You are right when you say: The problem with most investors is they lack patience to sit tight with an Investment. Experience, of course, is the best teacher. Theorising is always a financially safe proposition (ignoring the opportunity cost). At some time, it's best to stop flitting (intellectually or in practice)...

re. Isaac's Thread - High Yielding Shares amp; other stuff

emptyend — Mon, 09 Apr 2012 23:49:11 +0100

emptyend posted:
I wrote a long reply earlier which got lost when the site was down - too late now to rewrite. However, the main view is that I would be focused on company specific growth prospects and recovery opportunities - but probably waiting for a better entry point (though I do have a few BG and LLOY already). I certainly wouldn't be assuming that the numbers will "tell all" or that one should just aim for high divi payers though - I think the time for that trade has passed!

re. Isaac's Thread - High Yielding Shares amp; other stuff

Isaac — Mon, 09 Apr 2012 21:36:12 +0100

Isaac posted:
Ok fair enough - I appreciate your views. So if one wants to make money in the future then in your view what would you say is the way to go? Buy loads of BG. and LLOY ?

re. Isaac's Thread - High Yielding Shares amp; other stuff

emptyend — Mon, 09 Apr 2012 13:41:13 +0100

emptyend posted:
So I ask myself what type of strategy can I sit tight and do nothing, for me it is value investing where I see a discount to NAV and an eventual closer of this gap via the form of a takeover or alternatively seeing the same value gap but being paid a dividend to wait for th gap to close. Clearly I favour the latter. Nothing wrong with that as a theory. But the past is the past, and I'm not interested in looking at anyone's historic HYP...

re. Isaac's Thread - High Yielding Shares amp; other stuff

Isaac — Mon, 09 Apr 2012 12:28:16 +0100

Isaac posted:
ee, Have you looked at TJH 25 year HYP performance? The capital value is up 1400% in that period and the income is up 400%. http://boards.fool.co.uk/year-end-summary-12525484.aspx?sort=whole#12525484 Have you read The Dividend Investor by Rodney Hobson? In his book he talks about EPS, Yield, Dividend Cover, gearing, Interest cover amp; cash flow. For interest cover Rodney says the following : Interest on loans is paid before dividends, therefore investors should work out how much cash is left over before pay dividends so we need to work out the interest cover, i.e. how well profits cover interest payments. This...

re. Isaac's Thread - High Yielding Shares amp; other stuff

Isaac — Mon, 09 Apr 2012 11:21:50 +0100

Isaac posted:
ee, I think your arguement of avoiding the HYP stocks is interest rates will rise which in turn will make it more expensive for corporates to fund debt and in turn will reduce their dividends. I don' think the BOE will raise rates for a few years, infact I've recently read they are contemplating more QE..... When will the Bank of England boost rates? This is the billion-dollar question, if you'll pardon the cliche. Unfortunately, it's anyone's guess; economists have consistently missed the mark with predictions since the base rate...

re. Isaac's Thread - High Yielding Shares amp; other stuff

emptyend — Mon, 09 Apr 2012 10:44:01 +0100

emptyend posted:
Dividend Investing is the way to go IMO Before leaping to that conclusion, perhaps one should consider the implications of this - also from the FT: Debt expenses are well-covered by cash flows today. But that can change quickly. Second, it makes it more worrying that corporate margins are also near historic highs. Margins closely track revenue growth. And revenue growth is rolling over. Leverage is much less fun with higher interest costs and falling profits. There is no doubt that dividend paying stocks have had a great...