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||Market Cap (m)
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Shires Income Share Discussion Threads
Showing 276 to 299 of 300 messages
|Big fan of ASCI, I'd buy more if SHRS wasn't one of my top holdings already ;)|
|Yes, ex-div Thurs 6th, paid on 28th.|
|ASCI their largest holding picking up the pace now.
NAV may be hearing 3.60 on tomorrow's update.
Nice 3 pence a share dividend, XD on Thursday paid later this month from memory.|
|There is a positive aspect to the Shires dividend outlook that
some may be unaware of- a very healthy reserves figure.
Shires have dividend reserves of well over 1 year, from memory it's
approx 14 pence a shares, which comfortably covers over 12 months worth of dividends.|
|I had my eye on these for a few months. They haven't move much. Waiting till ex divi day Thursday. Hopefully they may go down 4 or 5p then add some to my portfolio and pick up on the January dividend. They look ok to me.|
|yes youre right its preference shares by and large|
|It's preference shares I hope!.
Bonds a big no no for me atm, massive bond bubble by and large.
The monthly fact sheet on the Shires site shows their main holdings.|
|absolutely and good mixture off bonds and equity in portfolio|
|One of the nice things about SHRS - never far away from the next divi.|
|still trading on a heafty discount to nav and a nice dividend due next week when it goes ex|
|Added 9 at 223 in two trades.
If markets are heading a lot lower then not a good price.|
|Still a 10% discount here with a 5.4% yield.|
|3 pence Q1 dividend payable next month.
NAV nearing 2015 highs, while the share price is still well below the '15 high.|
|The golden cross on the chart at about 205p has turned out to be accurate so far.|
|@RCT - the likes of eg Shell will hold their divis come hell or high water, but the point is more what over-paying does to future returns. Can't sell assets to cover dividends indefinitely, and can't not invest indefinitely either.
I'd say having seen RIO cut, BLT cut, RR. cut, the banks divis ex HSBA all but disappear, it's more reality than risk.
Pharmas (when HRC becomes POTUS) could become interesting too.|
|I hold both Shires and Merchants, they are both good trusts in their different ways.
Merchants is very much a large equity trust, with the yield increased by gearing and options. I think the risk of dividend cuts by some of the FTSE 100 big boys is there, but that risk is probably quite small and would not shave that much off the actual yield from Merchants.|
|Would be great if ASCI was a tad more liquid, you deal with a
fat spread, the flip side is a very wide discount to NAV.|
|Thanks @jaws6, the low divi has always put me off a bit at BUT? Not sure why they don't pay out more.|
I got SHRS and ASCI for income .BUT is on discount to nav and some good names there .|
|I'd definitely rather be holding SHRS than MRCH, that's for sure. And agreed, there's correlation in holdings, just not so much in amounts. (Also, SHRS gearing is that much safer - MRCH's is into the mega cap over-payers, SHRS is into fixed interest).|
|Latter, lots of info on their site.
They are both UK focused so a fair degree of share price correlation would
be expected imv.|
|@EI - a little different to how I've described it, or a little different to MRCH? Agree with the latter. S/p chart comparison is interesting tho, move in lock-step more than I'd expect.|
|Shrs looks a little different to me.
Found it helpful to listen to the full year audio cast on the Shires
Website, it details top 20 holdings, strategy etc.|