Aviva Share Discussion Threads

[rongetsrich] 23/5/2024 20:43

One last one of a fast burn could be NG. They're having a rights issue, and investing £50bn on upgrading the grid. Labour won't touch them with a barge pole, they're doing the heavy lifting themselves.

[nerja] 23/5/2024 20:42

Seems like it will look into them a bit

[rongetsrich] 23/5/2024 20:41

I think telecoms are a payer. Both are coming good and pay divis, admittedly VOD are reducing theirs, but it's still respectable. ITV is a good payer, and these are tough times for advertising so should get better.We're on the same wavelength I think!!

[nerja] 23/5/2024 20:27

Into Gaca ,Gacb stac, stab big style but why Bt Vod enlighten me

[rongetsrich] 23/5/2024 20:24

UKW and ORIT will be the last ones I add as I think energy is a safe area for now.

[rongetsrich] 23/5/2024 20:22

Tracking BIPS and SMIF. Also tracking GACand STAC and BT and VOD. I think they're all solid!!

[nerja] 23/5/2024 20:18

Tfif, never got into that , not sure why, I am in bips, Smif big style, and Ncyf what’s your take on it?

[rongetsrich] 23/5/2024 20:11

Not past it at all! My plan... loosely. Identify a share, keep investing until the smaller dividend can sustain us for a month and then move on to the next.I'm about there now, with a pension from a 34 year employer to fall back on.Aviva, bonds, TFIF, LGEN, PHNX and a TBD.It's also good for the grey matter to get in and identify what ma be next... just hard at the moment as the election has paused normality for the time being.

[nerja] 23/5/2024 19:56

Not sure Rongetsrich about plan, only trying to make it simple for my wife, I am past it mate 70 ,so just trying to make it no problem for her !

[rongetsrich] 23/5/2024 19:47

It's a brave person that listens to me!!I'm topping up MNG at the moment, watching PHNX to cross prices with AV.Then I'm only now, aged 55, investing in RL bonds of different flavours, plus TFIF for income.Have a nose, but AV. will always be my largest core holding, enough to live off comfortably.LGEN is also a large holding, but it's dead in the water drifting whilst the new CEO goes through his plan.What's your plan? Not that I am anyone, but don't give up on Aviva, it's a cracking share, it's the election that's done this today, iMHO.I expect that by the end of August we'll be raising a glass to market stability!?

[nerja] 23/5/2024 19:36

Rongetsrich , what’s your must have no brainer top up area ?

[waterloo01] 23/5/2024 19:30

US due a small correction and uk usually follows, although dynamics very diff in UK and Canada. Assuming labour wants to utilise pensions money, Hopefully they won't mess with any windfall taxes!! I'm very much in profit by 60% without dividend. I've let most of it run and am overweight but think it's a very solid business and should be reliable fir some time to come

[rongetsrich] 23/5/2024 19:15

Thing is mate, we heard it this morning... the divi is safe as long as the planet doesn't start fighting itself. I'm here for the divi, but am sat on a wedge bought at a great price. A loss is when you sell, a paper loss is just admin blah... as long as you have faith.It's not blind faith in this case the figures add up, but sentiment is not with us today or for the next couple of months until that budget. Hang tight, I think the wait will be worth it.I sold some I will admit, but that is to get my 25% lump sum out. It has dropped since I sold, but I'm out for at least 2 weeks before I can get it into our ISA and GIAs, where I will repurchase these shares and hopefully a few extra as an added bonus.

[action] 23/5/2024 19:11

And I am trying to move from HL. May be ii or AJ.

[nerja] 23/5/2024 19:04

Rongetsrich I don’t know mate today bad for me, reits down insurance down, even my prefs down a bit, getting them bad vibes and now the states is starting to turn.

[rongetsrich] 23/5/2024 18:55

There is no financial news out there to stop this, imho. The election is not good news; To meuncertainty is here to stay until the polls strongly start showing who is going to win a majority. It almost managed to tread water, early am, but the sh!tty sentiment won, and that brilliant update is as good as it will get now, until after the immediate budget post election.To me this is a watching game, trying to find a price you feel is a bargain, then wait it out.

[nerja] 23/5/2024 18:05

Well my top up, got that well wrong sold it at loss at 491p, been top slicing a lot this afternoon, I don’t know something don’t feel right.

[waterloo01] 23/5/2024 17:38

Aviva is a diversified player with fingers in basically all the pies. Bulk annuities are becoming a more important part of the story, and we see scope here for growth. The big general insurance business is also attractive given the market looks to be turning more favourable. We like the mix and see the 7.3% prospective forward yield as relatively attractive, though there are no guarantees.

[1robbob] 23/5/2024 17:14

An old Stock Market adage

.......Always better to travel than to arrive.

[dope007] 23/5/2024 17:01

Any press today as to why? Good run before/profit taking, etc?Yield getting silly again considering how strong the pensions, savings, and insurance business is at the moment and the strong forward demand

[adelwire2] 23/5/2024 16:44

I hate good news...

[pj84] 23/5/2024 15:18

I realise this is a bit off topic but I know a lot of holders of AV hold other high quality dividend shares and thought this might be of interest which I posted on Energean today:-



According to the above article the forecast DPS for 24 is $1.29 rising sharply to $2.05 for 25 and to $2.31 for 26 and at todays share price that would be a yield of over 15%.

[p0pper] 23/5/2024 15:00

Been out for a few hours, has a bad bit of news been released? what's caused most of the FTSE to drop?

[carpingtris] 23/5/2024 14:57

well that's what 'Steller' results look like!

[rongetsrich] 23/5/2024 14:03

I might be wrong, maybe Labour will resist! I've never chrystalised with II, but A J Bell took 2 weeks when I used them for my SIPP so that money will be out for an interesting 2 weeks before I get it into our ISAs.