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Share Name Share Symbol Market Type Share ISIN Share Description
Merchants Trust Plc LSE:MRCH London Ordinary Share GB0005800072 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.00 1.7% 359.00 357.00 359.00 359.00 356.00 356.00 277,093 14:56:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 36.2 32.7 29.7 12.1 424

Merchants Share Discussion Threads

Showing 826 to 850 of 975 messages
Chat Pages: 39  38  37  36  35  34  33  32  31  30  29  28  Older
DateSubjectAuthorDiscuss
21/8/2020
21:49
escapetohome - I'm similar in that I like some regular dividend income I can count on. This is one of the reasons I've migrated from some of my individual dividend paying shares into investment trusts. However, my analysis clearly shows that using total returns from global growth funds would have been far more profitable. I guess if you go back 12months 25% of my total investments would have been in dividend paying shares. The balance in funds. I estimate my income paying shares and trusts are down maybe 25-30% over the 12month period. However, my total portfolio is only (!) 2.4% down over the period. I'd have been in a right mess had I totally focused on dividend paying investments!! Good luck.
zac0_4
21/8/2020
21:34
Gateside - you're correct in that your entry point is very relevant. However, even though I'm a newish holder here, I've used capital from loss making individual shares in the belief that I would see more stability from a more diversified approach. An incorrect view so far! I'm not a million miles away from your figures in that my average buy price is £3.80, £3.72 if I factor in dividends received to date. Good luck!
zac0_4
21/8/2020
17:25
Theres just a portion of my portfolio where i want to be confident of an income. 37 years of divi growth. For that portion i dont worry too much if its down 20 % or so. This fits the bill. My trading and speculation section takes care of that , where i make 200 , 300, 1000%. ——- then i put some of the profits into the value fuddy duddy mrchs or other trust.
escapetohome
21/8/2020
17:10
I suppose much of whether it's a good investment comes down to timing of the purchase.I bought MRCH a few weeks back and with the dividend reinvested this week it has bought my buy price down to 377p ~ hopefully when the FTSE turns north I'll be in profit.I do like the fund manager, but it does seem like a very old fashioned selection of shares. With gold being buyoant, why no purchase in POLY which is up over 60% this year and pays a good dividend too?
gateside
21/8/2020
16:51
chc15 - total agree with your comment regarding investing in funds for total return. These market conditions have exposed income based shares as having poor resilience and poor recovery attributes (at least the ones I hold!!). I also try not to get involved in discussion around 'value' or 'growth' companies. For me a company is either a 'good' company or a 'bad' one to invest in!
zac0_4
21/8/2020
08:38
Value 'not in vogue' atm , it hasn't been for past 10 years, and even before that Value has had bad years. It's a myth that Value and small cap are best to invest. Better to be diversified in a fund for total return. My Vanguard funds have far outperformed this dog.
chc15
20/8/2020
17:10
Yes. I suppose a 1.3% total return over 12 months beats a double digit loss!!
zac0_4
20/8/2020
15:51
DIG ( Dunedin ) has been the pick of uk income trusts over last year New management team have turned this oldie around
panshanger1
20/8/2020
15:09
re blue at post 832: In contrary, big money would not be sitting mostly in cash in any market downturn. Those are big money and too costly to sit mostly in cash. What they can do is maybe to trim a bit (say 10-20%) of the portfolio or rebalance to more bonds. So if you have the same money as Bill Gates, I bet that you don't want to sit mostly on cash. Do get your point that due to our limited resource, we are somewhat forced to invest.
redponza
20/8/2020
12:53
I'm somewhat stuck at present with a number of individual,under-performing,dividend paying shares. My income paying investment trusts haven't performed any better. Thankfully, I have about 70% (ish) of my portfolio in global growth funds. They've more than protected my capital. Not investing for income, but drawing down from capital, has won hands down for me!!
zac0_4
20/8/2020
10:39
zac0_4, I'm in exactly the same boat - only I haven't committed the funds yet. Entirely by luck rather than judgement, the unexpected takeovers of 3 of my largest individual shareholdings has resulted in my portfolio being 70% cash (compared to usually being fully invested). I decided I really couldn't research enough shares to replace what I had and have drawn up a list of around 20 IT's, mainly income-paying. I kicked myself for missing the slump in March but have subsequently bought MRCH and am down about 3%. I am keeping my powder dry on the rest for the moment as I still see the potential for huge trouble ahead. I don't think the markets have really taken on board the huge damage to the economy that will be revealed when Government help schemes are stopped so I thing there are better buying opportunities ahead.
jeffian
20/8/2020
10:21
The performance will pick up once ‘old value economy‘ stocks become in vogue again. Thats what mrch concentrates on—— VALUE. not in vogue in these present times. Great to get a yield, im not put off by my loss as this will turn one day.
escapetohome
20/8/2020
10:16
I guess we're all invested here for the income. I've been moving from individual dividend paying shares into 3 income paying (5%+ when I invested)investment trusts. The logic being that the diversification from a trust offered me more protection than individual shares. Currently I hold 3 income paying trusts: Merchants, Henderson High Income and Henderson Far East Income. Here's the 12 month performance for each: -16.4%, -13.4% & -7.3%. All figures include income from dividends. Interested to know if anyone has had any success over the last 12 months with any dividend paying investment trust.
zac0_4
19/8/2020
10:14
blue - excellent post 832. Sage words.
speedsgh
19/8/2020
10:00
One of the things to unscramble when looking to bulletin boards for opinions, is bearing in mind that people have differing aims, time horizons, available resources, attitude to risk etc. Yes if I had the wealth of Bill Gates I'd probably be mostly in cash now and sitting it out waiting for bargains in a few months, a year's time or whenever. But some mere mortals are not in that lucky position and have to make pragmatic and sometimes less than ideal choices. Especially if your overriding purpose of investment is ongoing income.
bluemango
19/8/2020
09:49
Also happy to hold these and other quality ITs long term. When dividends are in doubt and you rely on income, it is precisely to good quality ITs that you gravitate or stick to - to spread the risk. Yes, the capital position compared to better times currently looks dire, and yes there could still be a rocky road ahead. But I'm content (alongside a few individual stocks with continuing good prospects like BAE Systems & PHNX) to let good IT fund managers do the juggling for me while trying to generate income.
bluemango
19/8/2020
07:47
It capitals when I post from mobile app for some weird reason lol!
tim 3
19/8/2020
07:44
tim 3 - well just received my chunky MRCH dividend and happy to hold these long term btw - why are some posts by 'tim 3' and others by 'Tim 3' ?
mister md
19/8/2020
06:58
Agree. But these days they just pump money in. In 2 years the market may still be booming, once a vaccine is found. The stock market value is just a function of the money being pumped in.
escapetohome
19/8/2020
04:09
Can I just say . No one has mentioned dividends, from all companies are going to be shelved or slashed, over the next 2 years or so. Free movement of people has diseased the West and companies must maintain a more prudent financial strategy in order to survive. Hence your capital destruction on the high yielders. When all of the dividends have bee re set to reflect the times. When the weak have perished. Then it will be time to invest. I think that's a year to two years away .
superiorshares
18/8/2020
20:51
hTTps://www.merchantstrust.co.uk/Portfolio-and-PerformanceNew commentary from Simon Gergel on the website
gateside
18/8/2020
20:37
htTps://www.nbcnews.com/business/business-news/s-p-500-hits-new-record-high-reckoning-could-be-n123607 I used the crash to get into the US market specifically S&P trackers which have way outperformed everything else. Not all good news have lost on some other investments and have some P2P with money "locked in" so am still down on the year. I kept MRCH do I regret this? Well hindsight is a great thing! Will the FTSE and MRCH continue to under perform the US market? I think they probably will and even if the US crashes I think they will fall just as much if not more although the NAS could fall more. However it depends what you are comparing with and looking at income I still think that in the longer term these look cheap here so if you are comparing with fixed term bonds which are basically paying nothing then you get a decent income here and I think you will see some capital growth. So in summary I think for total return the S&P is a better bet but when looking for yield these do not look expensive.Also I would never buy an ATH on principle!
tim 3
18/8/2020
12:19
That's a rise of 200p needed from MRCH to catch up!
gateside
18/8/2020
11:34
Well the S&P is now more or less at pre crash levels wish this was!
tim 3
11/8/2020
13:00
allowed me a top up at 342p the other day
mister md
Chat Pages: 39  38  37  36  35  34  33  32  31  30  29  28  Older
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