Diverse Income Share Discussion Threads

[jeffian] 19/9/2001 23:27

S&U (SUS) going like a train. Provides hire purchase finance for cars and 'home-collected' credit (sounds a bit Vinny Jones, I know, but just look at the figures). Historic (to April 2001) EPS of 43.1p and div of 23.5p gives historic yield of just under 6% net and p/e just over 9 at today's closing mid-price (£4). Stonking interims published today; EPS +29% and div +16.7% and Chairman fairly confident about the foreseeable future despite recent horrible events.

Regards, Ian

[thegreatgeraldo] 19/9/2001 18:24

HNL ?? circa 20% , int next week (6.8p) , given the hammering they've had , it's either a screaming buy... or the final's going south/getting binned... errr... no I don't hold them... just bear in mind , high divi means stock is under-priced , or the divi's getting cut cos they're in trouble ..

[neilsy] 19/9/2001 18:18

Found both BIE and ELH paying 5% in the next couple of weeks. Both share prices are dropping though so be careful.

[rica] 19/9/2001 12:03

Check out Severfield-Rowen plc (SFR). 7% divi with increasing profits, interims out soon...you've been told...now DYOR!

[andy46] 19/9/2001 07:59

Thanks royce, but last time I looked at that site the info was 3 months out of day. Looks like the owners got bored to me.

[royce] 19/9/2001 07:39

try this site

[neilsy] 18/9/2001 20:55

Anyone noticed any improved divis with the share prices dropping everywhere?

[ro12369] 06/8/2001 18:18

whatman (whm) could be good at £1.50 a pop. any thoughts?

[merlin] 06/8/2001 10:21

Look at Bristol water.BTW

[pav 1] 06/8/2001 09:05

buckie try invetorease.com, divi datse of all companies in date order.

[buckie] 05/8/2001 21:24

Scuse my ignorance, but where can you find out when companies pay out there dividends. Is it a set date each year or does it fluctuate. Also how long do you have to hold a share to get the div. E.G. railtrack I believe are paying dividends on the 8th. If I bought stock on the 8th would I qualify for a div. I also assume that on the 9th when the stock goes ex div, it will dive a dit due to sellers that just hung around for the div.
Thanks in advance.

[galleon] 05/8/2001 16:29

Take a look at ELH for sheer value!.

[andy46] 05/8/2001 13:25

Can't beat 12% I'm afraid, but if your after a company whose earnings are fairly constant whatever the economy then take a look at some of the water companies, with the best ones paying just over 6% (Kelda KEL as one example) or perhaps some electricity co's, but I think in general the yeild on these are less than what water co's pay.

[nightshift] 05/8/2001 13:13

Taken from Citywire.

Shrewdies yield to Tinsley
With Eliza Tinsley shares at a five-year low, Citywire takes a looks at new shrewd buyers wowed by the specialist engineer’s obese yield and low valuation.

Tinsley’s (TNL) shares have recently slipped to 61.3p after the company reported higher than expected plant restructuring costs early in June and then went ex dividend at the end of the month reducing the share's attraction.

Since Citywire last highlighted Tinsley it has kept is raft of shrewd income hunters on board but added a gang of contrarian shrewdies.

Patrick Evershed is the UK’s third best UK All Companies fund manager over the last three years out of 80, according to Citywire’s exclusive Funds Insider™ ranking system. He is there with a 340,000-share stake held in the (Rathbone Special Situations) fund.

It also seems that a number of respected income funds have made small increases to long held stakes in Tinsley.

Peter Webb’s Acorn Income Fund (AIF) now holds 2.8 million shares. BFS Smaller Companies Dividend investment trust (BSD), run by David Horner, has 340,000 shares and (Rathbone Income & Growth Inc) holds 240,000.

And the group's chairman Michael Borlenghi recently spent £25,000 on shares.

Citywire highlighted these income hunters buying when Tinsley's shares were trading at 75p in January. At this price it had a whacking forecast dividend yield of 9.5%. At that time the price included 6.9p worth of dividend for the year and the interim ex-dividend date was looming.

For new shareholders, the next dividend is a long way off (some time in early 2002) and this is reflected in the price along with the recent disappointing results. If investors are prepared to wait though they can now expect a massive 12% return from the stock's 7.3p dividend for the year.


Anybody out there beat that -12%!
Night.

[biker] 05/7/2001 20:15

ALU 7.49%
BIE 8.89%
ENO 10.0%
HYWD 8.45%
ISYS 6.09%
MNGS 9.78%
TOMK 6.25%
UU. 7.1%

I love you all.

[kermat] 05/7/2001 20:14

How about MSB? Yield 6.5% projected 8% for 2002. Projected forward PE of 5. Also looks like an excellent recovery prospect once the current malaise abates.

DYOR

[657jim] 05/7/2001 19:30

(ENO) i do belive has a yield of about 10% and quite a low p/e
dont know if its a good buy though,however it fits the threads title well.
thanks.

[glennborthwick] 05/7/2001 18:26

Check out new look share price 77p dividend last year 6.1p = 8%

[nightshift] 05/7/2001 17:18

In these turbulent market conditions it would seem a safe bet to take a punt on a sound company that pays a good divi and has a low share price in comparison, if you want to hang on long term.
I give you House of Fraser. Share price a quid. Divi 6p = 6%.
Anyone got any other suggestions?