Diverse Income Share Discussion Threads

[smidge21] 29/4/2022 19:05

Have added to RBGP as a forward yield play. A well run company, hopefully chastened by mkt reaction to recent executive largesse. Should be moderately independent of broad market drivers. One issue is that, as something of that a sweat shop, scope for productivity gains look limited.

[my retirement fund] 29/4/2022 10:01

Yes thanks smidge it sounds promising

[aleman] 29/4/2022 07:54

That one looks interesting. I will research further. Thanks.

[smidge21] 28/4/2022 21:15

Been adding IPF in my income SIPP in recent days: solid yield with business chastened by experience - bit like best time to buy catastrophe insurance is after a catastrophe. More economic tail exposure than I'd normally take but I'm judging that it's discounted (up to a point!?).Today's results have offered support

[aleman] 28/4/2022 11:38

Capita discusses potential return of dividend in 2023 (at 35 mins) and the possible elimination of all debt with divestments by the 2023 interims at the end. FT has consensus earnings at 4.81p in 2022 and 5.33p in 2023. Current price is 22.6p (+7%).

[peterbill] 13/4/2022 14:48

For what it's worth ...

Top 10 Holdings (28/02/2022)

Rank %1 i3 Energy plc 2.802 Kenmare Resources plc 2.303 Drax Group plc 2.204 K3 Capital Group plc 2.105 CMC Markets plc 1.906 National Grid plc 1.707 Legal & General Gr plc 1.508 Tesco plc 1.409 Strix Group plc 1.4010 iEnergizer Ltd 1.40 Total 18.70

[turvart] 04/4/2022 08:49

Gulf keystone petroleum (GKP) is looking rather attractive with a 23p (30.4 US cents) going EX div 28/4/22 paid on 13/5/22, this is a 9.2% yield alone just on this payment.

The PE ratio is only 4.2 with EPS of 58p on last years figures when Oil was much cheaper than today. AS usual please DYOR.

I bought 2000 shares today and hope to buy more on dips.

[turvart] 01/4/2022 14:06

CWA1

Just amended my post, cheers LOL!

[cwa1] 01/4/2022 14:01

I hope it is going Xd on 1/6/22 :-)

[turvart] 01/4/2022 13:52

SYNT just announced their completion of the acquisition of Eastman resins of which is great growth news, SYNT are paying a 21.3p divvy going Ex-div 1/6/22, I'm confident IMO that this will slowly walk up over 400p by then.

[montyhedge] 01/4/2022 12:51

This is a good thread, agree PHNX looks very good.

[aleman] 31/3/2022 13:50

CSN results were decent and a slight dividend increase saw the shares rise. At 306p, the likely forward dividend yield is still around 7.2%.

PHNX shares have gone ex-dividend and dropped accordingly. At 617p and a likely forward dividend of around 50.0p, their forward yield should be around 8.1%.

[turvart] 31/3/2022 11:38

Bought Into TGA yesterday paying 91p Ex div 5/5/22, PE ratio under 3, EPS 321p !!! coal higher this year than full year 21 results, should easily do £15 share price by next interims.

Also in HEAD, SYNT, DLG, LGEN, all up coming good yield stocks, also purchased CNA today at 82p with future divvy expected this year, should be back over 100p in coming months.

[aleman] 21/3/2022 08:01

I hope we all do. Thanks.

[waldron] 21/3/2022 07:55

cheers Aleman

Have a great week

[aleman] 21/3/2022 07:51

Morningstar's monthly dividend update

[grupo guitarlumber] 02/3/2022 09:18

Aviva PLC on Wednesday posted a fall in pretax profit for 2021, and outlined capital returns for shareholders while upgrading its dividend policy for 2022 and 2023.

The FTSE 100-listed insurer made a pretax profit of 801 million pounds ($1.07 billion) for the year, compared with GBP1.81 billion in 2020.

The company said its gross premiums reached the highest level in more than a decade at GBP8.8 billion, from GBP8.3 billion the previous year.

Aviva added that it is planning total capital returns to shareholders of GBP4.75 billion, including its existing GBP1 billion share buyback program, following its commitment to return above GBP4 billion.

Adjusted operating profit--one of the company's preferred metrics, which strips out exceptional and other one-off items--fell to GBP1.63 billion from GBP1.81 billion for 2020.

The insurer ended the year with a Solvency II ratio--a measure of capital strength--of 244% compared with 202% as of Dec. 31, 2020.

The insurer declared a final dividend of 14.7 pence a share, bringing the total dividend to 22.05 pence.

The company said it expects to increase its dividend per share by 40% to 31.5 pence in 2022, and expects low-to-mid single digit growth in dividend a share in 2023.

Shares at 0824 GMT were up 7.3 pence, or 1.7%, at 413.6 pence.



Write to Michael Susin at [e-mail]



(END) Dow Jones Newswires

March 02, 2022 03:50 ET (08:50 GMT)

[aleman] 08/2/2022 08:20

MCRO increased dividend ahead of forecasts yet shares have fallen so yield has now reached 5%.

[aleman] 04/2/2022 14:12

EAT yield 7.1% at 123p and HFEL yield 8.1% at 292p. These are European and Far Eastern investment trusts that look a good way to gain unusually high foreign yields with risk reduction brought about by diversification. (EAT pay 6% of year end assets so could pay a slightly lower dividend next year if NAV remains reduced this year.)