A little frustrating... over the past year I have moved 90% of my portfolio into high yielding shares. Except for LIO, all have gone up so much that the yields have dropped significantly. I'm still investing quite a bit each month and there's more uncertainty with Rachel Reeves plans. I'm already heavily into BATS, so any ideas on future investments? |
#Monty, if you look at the 15/20 year chart you can see a lot more potential upside, we were at 3000 back in 2011/2012..
XD 26.09.2024, see if we can crack 3000 this week for starters or if it pulls back from there..?
But with continued buybacks, a progressive quarterly dividend, and the ITC hotel sale we know about to come which should fuel the 2025/2026 buybacks, the share could have a long way to run..?, the recent reversal only looks sharp on the YTD chart.. |
Next resistance level is 3022p according to some chartists but there again never met a rich chartist, lol. |
Agreed. You cannot expect people to pay NI all their life and then not be eligible for state pension. Even those who have a private pension have factored state pension into their life planning. I can't belive they would implement it. It would cause mass protests. |
Means testing state pension would be the most ridiculous ever
No more pension contributions to private pensions and rely soly on the state for everything
essentially it would seem to be 100% tax equivalent for having a pension...
No I don't buy even the Labour party being that stupid. |
7 - Means testing state pension.
Although I think they will put off doing that until next year. |
6 is already done isn’t it? |
Further to the list of potential tax Labour taid targets, add note 4..
1 - IHT
2 - CGT
3 - Pension contributions tax relief
4 - SIPP 25% tax free lump sum allowance
5 - Mansion tax
6 - LTA ceiling reintroduced with tax trap
7 - Freezing income tax threshold allowances and trapping pay rises into a higher tax rate band.. |
The punter who sold out here at 25p to buy Nvidia that subsequently tanked 20% must be downticking everyone :) |
Continued buybacks, quarterly dividends, progressive yearly, the ITC hotel business sale pending, growth in the non combustible / vape sector, scope for MnA, we will have to wait and see..
BUT, the share price was 3500 in 2022, and 5500 in 2017.. :o) |
Motley Fool have released an article suggesting BATS could hi £66 per share by 2026 with growth of 47% on revenue, sorry don't have the link, wife was showing me on her fone. If it hits half that I'll be a very happy bunny. |
Have a feeling Monday morning will give a buying opportunity at sub 2900 but then just like we have seen recently it will push on.
Hard to create a case against a run to 3000 before the divi is locked in now as the big tech sell off continues, the US jobs market looks softer than it has for a long time and the talk of a 50 bps cut by the FED on the 18th gathers pace.
Good luck all 👍🏻 |
These are just my thoughts, Tobacco stocks do well in a recession, talk of recession coming US. So shares with high quality dividend stream especially quarterly in favour. Buybacks are a bonus, talking my own book of course and bias my target for 2025/6 is 4200p. |
I think straight through that level, in my opinion. Ex div 26th September 58.88p. |
Not a bad week at all, ready for an assault on 3000 pence next pre XD.. :o) |
3000 next week ? |
it's been a good solid week. Happy holder. |
Waiting for ITC hotels portion of BATs to be sold by year end. Should be at least 2 billion to pay down debt and maybe share price div |
Sold 25% of my holdings here.Will sell another 25% before the US election in November then add again if Trump is elected. |
Yep I agree a pat on the back for once I actually got in at the bottom. Up almost 25% and a couple of divis bagged along the way |
I'm giving myself a pat on the back for buying in when I did , very well timed lol |
Still looking good nice break out |
Beast of a share |
The main thing no upper limit cap, no dividend tax on isa accounts, that was the fear.Bats looking good, we have buybacks I understand until the end of 2025.Surely we will be back to 2022 level of 3500p, that's Jefferies target price. |
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