Bats we know on a low p.e, that seems to be just the way it is, investors hate Bats, it's seems, to get shareprice higher, increase dividend Feb and announce buybacks, then I see back to 2800p to 3000p.It was Dog of the Year 2023, fingers crossed best in show 2024.GLA 2024. |
You'd like to think so.At least there seems to be some nibbling at this low sp |
Yes surely all negatives are surely in the price now |
What does concern me about future dividend payouts is the propensity for BATS to be constantly being fined for misdemeanours in its governance.We had the big N.Korean fine from the US for sanction violations and now £100m hits from a Dutch and Nigerian court.Past mistakes keep rearing their ugly heads at the moment |
PBR is an interesting stock. Very juicy dividends and trades at a discount to the market.
Every now and then, it has to take one for the team and sell locally at a discount.
But all oil companies are risky nowadays.Check out Energean and Harbour for good dividends.
I would not touch DEC with seems to be arbitraging different standards of regulation. |
BATS overpaid very signicantly for Reynolds. The writedown reflects a massive destruction of shareholder value which is already in the price.
BATS has never recovered from its US acquisition. Although non cash, it is not an expression of confidence in its own investment.
I am long for the dividend and surely it is all in the price. |
Altria is the highest paying dividend share in the s&p 500,has increased its dividend every year for 54 years,and not long ago had to write down its Juul investment by $13bn or 95%.So writing down this figure didn't lead to a dividend cut there and hopefully BATS new CEO can avoid a dividend cut here also.We will know in February.
There is no reason why a write-down of assets should lead to a divi cut because there is no cash involved. What it does as I said earlier is to reduce the net asset value of the shares and is just an accounting entry. Although that is not good news, divis should not be affected for this reason alone because it does not change the company's capacity to pay out.
For BATS it may have had a detrimental effect on the share price, but not on future divis. |
PBR.A or PBR (Petrobras, Brazil's state oil company) is a very good shout but though arguably still very undervalued compared to its peers has just made a new multi-year high. I built a big position 12 months ago but I'm not sure I would add at this point even though I think it will continue to push higher. |
I have ibcluded PBR-A ADR as a high dividend stock from time to time. |
All of the wise 'experts' say that we should buy ETF's or Vanguard type funds with international exposure.
Individual shares are supposed be risky.
The strategy of Bonds/Equities. Maybe (40/60) should be considered.
Interesting that you hold just 7 shares, that is very focussed.
More interesting is an honest analysis of our investment performance over 1, 3, 5, 10 years.
Has it all been waste of time? Many private investors I know manage to lose money.
And are we due for one of those gut lurching 40%crashes as in 1987/2003/2008/2020 ?
Lest we forget. |
 spawny
That s a fair few you are holding and you are very fortunate with the returns you are getting.
Unfortunately I am of an age where concentration is slipping so I have reduced my holdings to around 7
Have held Wix and Kgf but sold them a few days ago as feel that there will be more bad news to come after the profit warnings
Have a couple in what I term my sock drawer but will be looking to clear them out if we experience an uptick.
Lgen is by far and away my biggest holding plus small amounts of Phnx Av. and of course the Nick Train portfolio Ulvr Dge abnd Gsk alongside Lloy.
Minor holdings in Mars and Cpi (currently no dividend
Similarly have avoided housebuilders and will continue to avoid.
I have learned my lessons about being seduced by the dividends on offer as there is no guarantee.(
At the moment do not see any further impetus to buy rather I will be looking to sell as and when to bolster my free cash float.
But for that to happen I need a market in full flow and what I am seeing is an increasingly nervous market where prices are being held up by investors unwilling to join in to sell but equally unwilling to buy.
Lots of rhetoric but not much substance
Think things will become clearer from February onwards but the splinters I can and will tolerate for a few weeks more.
Best of luck to all |
Altria is the highest paying dividend share in the s&p 500,has increased its dividend every year for 54 years,and not long ago had to write down its Juul investment by $13bn or 95%.So writing down this figure didn't lead to a dividend cut there and hopefully BATS new CEO can avoid a dividend cut here also.We will know in February. |
Lippy/Jim - here are the main divi ones on my portfolio currently just to give you some ideas - ALU, BATS, BLND, CAML, CRST, DEC, DUKE, GLEN, HBR, HSBC, LGEN, MNG, NWG, POLR, PHP, SQZ, TW, WIX. Average yield across all of them is currently about 9%. A mix of blue chips and smaller ones with decent divi and growth potential too. |
At this precise moment in a very frightened unsure market
I am long Lgen paying at 222 paying around 9.3 % (@ current price giving 8.3% )
Have a few small bits and pieces elsewhere
And what I term my Nick Train basket cases Dge Ulvr and Gsk from a cautious view but happy enough to sell if decent return
If it helps |
where i ask please tell?? |
anhar
With the best will in the world I cannot see how that will not have a detrimental effect on the share price
The dividend is brilliant and the return is exemplary but I will continue to hopefully invest elsewhere to get the same stellar returns
Good luck |
Good for reducing tax bills though? |
...I am also intrigued as to how a company can write of such a large amount (£25 Billion)Pounds and what will be the consequences...
The consequence is a reduction in the net asset value of the shares. There is no effect on cash or debt. |
It seems brokers are starting to tipping Bats Plc, second one I have seen. GLA for 2024.https://www.ii.co.uk/analysis-commentary/ii-view-income-play-bat-boosts-focus-vapes-ii530303 |
Investors dashing to quality high yielding shares. |
As an Ex-Smoker cannot quite find it in my self to buy in.
But currently purely as an exercise watching share price to see if the collective will of individuals New Year Resolutions (to try ? and give up smoking-drinking) will have an adverse impact.
I am also intrigued as to how a company can write of such a large amount (£25 Billion)
Pounds and what will be the consequences.
Is a moot point but in the absence of any significant incentives in this dreary market gives me something to look at and ponder.
Happy New Year everyone
Talking of New Years resolutions have resolved to try and lose 3 stone over the coming months so will weight portfolio accordingly.(I do like a bad pun!)
Good luck |
Should be a very good investment this year. 10% uplift in share price along with dividends sounds nice. |
Really good volume today, given the generally expected thin levels of trading for this point of the year.
IMO we need to return to - and hold - mid 24 quid territory, before we can consider the prospect of having left the current trading range, but I am happy enough at the time of print :)
MO looking strong too, across the Pond at this time too. GLA. |
SP rising in the US equates to over 2350p at the moment |
If this forecast correct wonder what the shareprice would be.https://www.fool.co.uk/2023/12/31/11-4-dividend-yield-is-british-american-tobacco-the-ftse-100s-greatest-dividend-stock/ |
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