Close Brothers Share Discussion Threads

[philo124] 11/9/2012 17:10

Agreed, worth waiting unless mkt sell off.

[lord gnome] 11/9/2012 17:08

Market is near the top of its trading range, so we might not make it this time around. Having said that, we have Finals due at the end of the month. I want to stay around for those and next month's divi. These factors could see a further useful run up in the share price even if we don't make 880.

[philo124] 11/9/2012 17:04

Yes, there was a chunky £1/2 MILL trade the other day. I looked at chart and forward P/E to assess 880p target provided the market satys up.

[lord gnome] 11/9/2012 17:00

Yes indeed. I must admit to becoming a bit nervous at these levels and I am looking for an excuse to lock in profits. No long term concerns, but it would be nice to make a trading profit along the way.

[philo124] 11/9/2012 16:24

880P Plus Divi, would be nice.

[lord gnome] 07/9/2012 10:08

Onwards and upwards. The Super Mario effect hasn't worn off just yet.

[lord gnome] 06/9/2012 15:06

With one mighty bound we are through 800 and out the other side. Market showing a bit of irrational exuberance this afternoon.

[lord gnome] 06/9/2012 14:07

Will it, won't it? This stock is such a tease.

[philo124] 06/9/2012 11:00

Nearly there.

[lord gnome] 03/9/2012 23:06

Third time lucky?

[philo124] 22/8/2012 08:53

Maybe Not.

[lord gnome] 09/8/2012 14:38

Looking good again. Surely it must hit 800 this time.

[lord gnome] 05/7/2012 15:20

Ditto this morning. One minute we look likely to hit 800 and then the brakes go on and we are back down again.

[lord gnome] 04/7/2012 16:07

That's a good run today. I wonder what's behind it?

[cnx] 01/7/2012 03:52

on this theme of decent yields, you may wish to look at acorn income fund (aif).at 175p and a 12p dividend the yield is nearly 7%. also paid quarterly.

[mike740] 23/5/2012 15:51

"There are some good yields to be had with prefs at the current time. Some fairly safe divi payers as well."

not to be snubbed in this market.

[lord gnome] 23/5/2012 15:48

There are some good yields to be had with prefs at the current time. Some fairly safe divi payers as well.
I hold NWBD which are paying 9% (net to a standard rate tax payer). As part of RBS, they are taxpayer backed, so I have no fears for my divi. The divi is compulsory and has not been stopped during the recent turmoil.
Similarly I also hold some US$ RBS prefs quoted in New York. I hold the 'L' series if you are familiar with them. As with NWBD the divi has never been missed and there are big penalties if they ever fail to declare the quarterly divi when it falls due. Current yield is around 7.8%.

[cnx] 23/5/2012 14:29

lord G

my AIM portfolio is being developed for IHT avoidance purposes.(my wife is non domiciled and my domicile status uncertain. AIM shares held for 2 years are excluded from estates for IHT purposes)

i hold the following dividend paying AIM shares.
YNGA,TEF,RWS,AFS,ARBB,HAT,IDOX,ISG and KBC

at a more serious level i am developing a fixed income portfolio of PIBS,PREFS,Retail Bonds, and level 2 corporate bonds. i also include MXF, HDIF, and GLIF here. this group yielding about 7.5%.

i agree your comment about large caps at 5% to 6% giving good opportunity.

[cnx] 22/5/2012 05:18

i think the market will take this down further in next few weeks.
final results should be at end of september and ex div mid october.
if i'm correct then plenty of time to buy back for next dividend.
accordingly selling half today

[cnx] 22/5/2012 04:45

lord G
my average over 3 purchases is 670, with one purchase at 719

moving to income/income growth stocks like you but now too much held in financials. even on the fixed income side difficult to avoid.

i also have a portfolio of aim dividend shares (income growth, i hope). any thoughts on this. as above i hold arbb

[lord gnome] 21/5/2012 21:19

You might just get your chance top vest. That chart formation since the start of the year is beginning to look very spooky.

[topvest] 21/5/2012 20:04

I'm keeping this on my watch list - interested at £6 or below. Good prospects for the banking side I feel, although the other businesses are not so great and should probably be divested to enhance shareholder returns. Not now, but when conditions improve.