Aviva Share Discussion Threads

[imagining] 05/3/2020 18:00

Sounds sound to me. Interest rates are at historic lows(1% Approx.).Buying back and cancelling shares would be equivalent to retiring debt of circa 9% and boosting forward EPS (owing to less shares in circulation). Would also lift the share price to a more realistic level.

[smurfy2001] 05/3/2020 17:46

They should do another buy back.

[curriedquaker] 05/3/2020 17:41

Plump for break up. Sum of the parts is greater than the whole. With the spare price depressed for many years somebody is going to be sniffing around.

[e-boffin] 05/3/2020 15:18

5 March 2020

Aviva announces that:

-- On 4 March 2020, the Directors agreed a recommendation to shareholders of a final dividend of 21.4 pence per share on Aviva ordinary shares.

[uppompeii] 05/3/2020 14:43

Been waiting for a decent buy out for 20 years...hope you're not too expectant

[curriedquaker] 05/3/2020 14:25

This is on my list as one of the next M&A targets. I’ll keep buying below 350p with a nice dividend to keep me ticking over.

[montyhedge] 05/3/2020 14:22

Getting paid nearly 9% yield, core holding. I like it.

[spud] 05/3/2020 14:14

Indeed. Only the crypto portion of my portfolio is showing any real resilience!

spud

[whatsup32] 05/3/2020 14:11

Good to be in a solid company. Yes share price sucks but considering all the negative in the market Aviva is doing well.

Look at Metro , Aston Martin, Intu , Tullow to name a few.

[danielbird193] 05/3/2020 14:05

I might crack open a bottle of Château Lafite myself come divvy day. Or at least treat myself to a pint of Hop House down the local Wetherspoons.

[crossing_the_rubicon] 05/3/2020 13:59

@Essential.


Did you text him back and say you've plenty, some spare, and are happy to sell him some for a 5x retail price mark up? Or a bottle of Chateau Lafite Rothschild he has tucked away in the cupboard?

:)

[essentialinvestor] 05/3/2020 13:55

I stocked up on that alcohol hand gel two weeks ago and one my friends called me a doom monkey!. Had a txt message this morning to
say his Mrs tried buying some in Tesco and a local pharmacy, but it's now completely sold out!.

[carpingtris] 05/3/2020 13:51

Add toilet roll to the list!

[essentialinvestor] 05/3/2020 13:50

Kev, to be fair a coronovirus risk has a potential impact on the majority
of listed companies, unless you are making hand sanitisers, surgical masks or gloves or text kits ).

[montyhedge] 05/3/2020 13:47

Could do but getting paid 9% waiting for recovery, superb figures today.

[kev0856153] 05/3/2020 13:46

So its uncertainty on top of uncertainty. SELL. This is going down.

[kev0856153] 05/3/2020 13:45

"Aviva warned today that coronavirus had compounded the “significant uncertainty” felt at the beginning of the year. The company also cited the level of interest rates, investment market volatility and foreign exchange as adding to the uncertainty."

[kev0856153] 05/3/2020 13:30

They've warned corona could have a serious impact on profits. Tread carefully. SELL.

[montyhedge] 05/3/2020 13:27

With a near 9% yield confirmed by good figures this is a core holding. Ok shareprice may go down with the market, but getting paid that yield, you can easily ride out the storm.

[careful] 05/3/2020 13:20

ho ho you are a comedian essential.
Maybe I am the biggest sell signal of the lot.

Whenever I buy, sell and vice versa, a foolproof system.

[essentialinvestor] 05/3/2020 12:12

Oh my days, reading that you've just topped up is like a sailor
in days gone by seeing an albatross on the horizon, no offense intended!.

[careful] 05/3/2020 12:10

Some big investment manager was arguing on CNBC yesterday that value investment was dead.
It is all about momentum today.

Old fashioned data such as profit, EPS, PE, cash flow, dividend yield are out of fashion.
Trade the trend.
Discounted cash flow analysis, obsolete, who wants to know what wealth a company will generate going forward?
Well I think he is an idiot.


Just topped up.
A yield of 8%+ and a low PE at a time when interest rates are about to fall to 0.5% or lower.
The rules have been re written.

Remember when share dividends were supposed to be lower than HMG bond yields because of retained earnings and growth potential?

[montyhedge] 05/3/2020 11:32

For a tuck away with that yield it's a core holding in your portfolio.