Stockopedia Stock Page For income investing

Quarterly Strategies Review: Quality strategies soar but dividend stocks suffer

Ben Hobson — Tue, 23 Apr 2013 09:17:00 +0100

Ben Hobson published:
Investors needed to be doing something special to outperform the FTSE 100 during the first three months of 2013, rising as it did by 8.7pc. While there was little concrete evidence that the global economy is fully on the mend, equities became an increasingly attractive option against cash and bonds – and it was a strategy that paid off handsomely. Indeed, the mini bull run that got underway six weeks before the close of last year continued largely unabated – driving up the index to 6504 points in mid-March before a...

re. How to measure froth in the stock market.

McEssex — Thu, 11 Apr 2013 08:47:30 +0100

McEssex posted:
No, but you can use a passive fund with a value bias

re. How to measure froth in the stock market.

shipoffrogs — Thu, 11 Apr 2013 07:23:54 +0100

shipoffrogs posted:
Hmmm, why would you pay active management fees to a manager that invests across the market with a value bias? It would be more cost effective to invest in a tracker for market exposure and seek the value play through a specialist investment.

How to measure froth in the stock market.

McEssex — Wed, 10 Apr 2013 10:21:18 +0100

McEssex published:
Timing an entry into the stock market is perhaps one of the hardest tasks any portfolio manager, whether professional or amateur, has to do. It is the great law of Murphy that dictates that any windfall or new account only arrives just after the market has enjoyed a strong upward move. There are two views on how to deal with this. One is to say that timing the market is impossible and to commit the funds as soon as practical so as to capture all further gains. The alternative...

The Media amp; Investing: Grasping the wrong end of the stick

McEssex — Fri, 08 Mar 2013 11:54:52 +0000

McEssex published:
The media has a complex relationship with capital markets. It knows capitalism is important, both for business and for individual savers, but finds the whole process far too confusing and so ends up continually referring to a few things it thinks it understands. That is why there is a constant focus on salaries and profits with little reference to risk, capital employed, investment, the competitive environment or anything that is not large and obvious. Things like dividends expressed in pence per share just seem trivial compared to a million pound...

PPHE Group - Park Plaza Hotels - 70% discount to peers

njokes — Fri, 04 Jan 2013 16:41:01 +0000

njokes created:
PPHE Group (LSE:PPH) http://www.pphe.com/ Current price 236p, Full LSE Main Market listing. Market cap £97 million. Annual dividend 12p, yield 5%. PPHE Group operate 4* hotels in London and European hub cities. These are run through three different brands, Park Plaza, Art'Otel and Arena Turist.Investment thesis: gt; Income - Current yield ~5% gt; Value - Significant discount to peers IHG, WTB, MLC (on P/E, Price to cashflow, yield and price to book) gt; Growth - Improving trading conditions and growth in store, Quarterly growth, new hotels in pipeline gt; Board looking...

re. Can you become a great investor, by choice?

Diggerriggers — Sun, 18 Nov 2012 17:02:42 +0000

Diggerriggers posted:
This is the best written article on this subject I have read to date.

Can you become a great investor, by choice?

UK Value Investor — Fri, 16 Nov 2012 07:37:51 +0000

UK Value Investor published:
Like any activity where the results are affected by talent, some people are born to be great investors; but most are not. Most private investors fail to match the returns of professional investors, and most professional investors fail to match the returns of a simple index tracking strategy. However, great investors do exist and, although you cannot change your innate talent, there are many things you can do if greatness is what you aspire to. Greatness is largely a matter of conscious choice, and discipline I’m a big fan of Jim Collins,...

Four insurers with the best forecast dividend yields

Ben Hobson — Wed, 14 Nov 2012 15:35:20 +0000

Ben Hobson published:
With third quarter dividend payouts reaching their highest ever level, it is clear that income stocks are continuing to prove alluring to yield hungry investors. But while overall dividends grew for the seventh successive quarter between July and September, the level of growth dropped markedly. While it might be too early to predict any kind of significant dividend pullback, it is worth keeping an eye on which stocks are delivering the best forecast yields. Dividend strategies have easily outstripped the FTSE so far this year – and forecasts indicate that...

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

McEssex — Fri, 02 Nov 2012 20:37:58 +0000

McEssex posted:
Thanks for the feedback. You are right. It is your money. Contact the companies you invest in and suggest it.