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vand

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vand last won the day on May 14

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  1. Although this is the sort of negative publicity any company can do without: https://www.bbc.co.uk/news/uk-england-oxfordshire-48528088 😐😣😟😧😐😣😟😧😐😣😟😧😐😣😟😧
  2. Eddie Stobart is an interesting smaller stock yielding 9% and covered x1.8 times. https://www.ii.co.uk/analysis-commentary/stockwatch-woodford-bargain-now-yielding-9-ii508451 Price has fallen precipitously along with similar players in the sector as Brexit fears continue, but this will surely resolve itself one way or another by this time next year. Woodford holds 25% and if these sort of plays are typical then explains why his fund has been nosediving so badly! Sometimes you have step back and just ask "is this a sound business?" IMO yes. There's nothing any company can do about Brexit; the market reacting to political uncertainty by wiping >50% off a stock is surely an opportunity.
  3. there's a valid argument that the entire FTSE 100 is now a high dividend play, yielding close to 5%. It's filled with companies that are paying out solid divis everywhere you look. http://www.morningstar.co.uk/uk/news/180901/ftse-100-set-to-yield-5-in-2019.aspx
  4. Yeah, I think there's case for including it in a "special situations" type portfolio, but it might be a bit too racy for inclusion in an true income portfolio, at least until it looks like the business has turned the corner.
  5. Is anyone considering going anywhere near Centrica with a barge pole? Dividend will obviously be cut, but the price is at an all-time low and you'd think that turning around a struggling utility company wouldn't be the most difficult task in the modern business world. Utility companies have not been doing well in general lately. A big part of this is a the fear of a Corvyn govt and what that would mean for utilities, but maybe that threat is receeding with the liklihood of a PM Boris, who would have charisma to repel the socialist threat.
  6. Boring is good in the context of HYP picks. Boring is perfect!
  7. Not really.. Stocks are generally accepted to be entering the 11th year of the longest bull market in recorded history, and yet for UK investors they have lagged the "barbarous relic" over 1,3,5 & 20 year timeframes. PMs have historically proven themselves worthy of of consideration as viable investments but most investors just can't get over the fact they "have no cashflow"
  8. Dumb sheila's: https://inews.co.uk/inews-lifestyle/money/mind-the-gap-why-womens-pension-pots-are-worth-a-fifth-of-mens/?fbclid=IwAR3ZbutNsQPF7R8RPWcRialQIlyAq664yW3dwlYUCiB-KNLcpQiVS4zznWk " the average pension pot of a woman at 65 is £35,800. This is a fifth of a man’s at the same age."
  9. Because it it has all the PHYSICAL characteristics that means it functions well as money, and money is always desired But yes, barter and other mediums of exchange will exist and compete also
  10. Gold GBP has now outperformed FTSE 100 with dividends reinvested over 1, 3 & 5 years. https://stockcharts.com/h-sc/ui?s=%24GOLD%3A%24GBPUSD&p=D&yr=5&mn=0&dy=0&id=p11467062996 http://stockcharts.com/h-sc/ui?s=%24GOLD%3A%24GBPUSD&p=D&yr=3&mn=0&dy=0&id=p11467062996 https://stockcharts.com/h-sc/ui?s=%24GOLD%3A%24GBPUSD&p=D&yr=1&mn=0&dy=0&id=p60933500355
  11. Knocking on $1356 this morning. this puts us within <2% of the Trump election high. £1071 GBP
  12. We had 8 up sessions in a row; a technical correction is inevitable. Bigger picture is that we are still very early in what should be a multi-month move, so I am still expecting a new post-Trump high by the end of the summer. I like Chris Aaron's analysis, but if you look back at all his analysis video forecasts and then look at what the PMs have actually done you will see that he has no greater clairvoyance than any other analyst out there.
  13. PM confiscation is just not something worth worrying about.. it is literally the most difficult way for a govt to try extracting wealth from its people. It's one of the advantages of owning physical, after all. The govt has both easier and much more lucrative methods of wealth confiscation should they decide to do so.
  14. Confiscation is not something that could ever be policed or enforced, that's why I think the possibility of it is minuscule. How would they ever prove otherwise if you claim you just "lost it?" The worst laws are those that are unenforceable, for all they do is make a mockery of otherwise law-abiding citizens and increase our resentment towards the State.
  15. This is an excellent article explaining why you should still hold some bond funds despite the apparent low interest rates: https://portfoliocharts.com/2019/05/27/high-profits-at-low-rates-the-benefits-of-bond-convexity/