Primary Health Properties Share Discussion Threads

[goldgeezer] 13/1/2025 10:45

Lovely yield at that price. You'll do ok from here

[yachtmaster2] 10/1/2025 18:00

Well done. Wish my average was 86.2

[rasl5] 10/1/2025 17:06

my first buy today at 86.2

[cwa1] 09/1/2025 08:03

XD this morning, pay day is 21/2

[woodhawk] 08/1/2025 15:03

The whole market is utterly ridiculous. Some great bargains for divi hunters with cash though!

[paulboz] 08/1/2025 14:56

Just joined you in the mad house at 88.75. Just using up £311 that was laying dormant in my IG account. Didn't think I'd see PHP below 90p again

[tiltonboy] 08/1/2025 11:46

Rising gilt yields dictating direction.

I paid 96 two months ago and thought I had done well...lol...

[cwa1] 08/1/2025 11:38

Taken a few at about 89p. Certifiably mad no doubt. XD tomorrow

[santos123] 01/1/2025 07:11

Thank you Theoldtrader.
For your interesting portfolio, and views on the companies, and investment trusts.
It's great to hear what other investors are putting in their portfolios.
I think PHP is an important infrastructure company in the UK, it provides a great service that the NHS, needs, there is a few doubts about the borrowings, and how slowly the interest rates are falling in the UK.
But, all things considered I think a great company to invest your hard earned cash in.
The quarterly dividend certainly helps.
Stay Properous.
Santos123.

[paulboz] 24/12/2024 08:03

Theoldtrader: thank you very much for taking the time to respond in such detail. I already own a few of those suggestions (INPP,LGEN,PHNX&Greencoat). I'll take a good look at the others.Seasons greetings to you and yours.

[theoldtrader] 22/12/2024 10:54

Hi PaulBoz if you wanted a staple Portfolio this break down may help.

City of London Investment Trust
Sector: UK Equity Income
Dividend Stability: Known for its impressive track record of increasing dividends for over 50 years, this trust focuses on reliable, dividend-paying UK companies.
Strengths: A core, low-risk holding for income-focused investors, with exposure to large, blue-chip UK companies. Very stable dividend growth.
Yield: ~4.5%
Suitability: Excellent for steady income. A strong foundational investment in any dividend portfolio.

2. Henderson Far East Income
Sector: Asia-Pacific Equity Income
Dividend Stability: This trust provides exposure to high-dividend-paying companies in the Asia-Pacific region. It offers attractive dividends, though the yield can fluctuate depending on the region's performance.
Strengths: Diversifies your portfolio geographically, offering exposure to Asian markets. Good for income with some growth potential.
Yield: ~9.5%
Suitability: Adds geographic diversification outside the UK, with a strong focus on income.

3. International Public Partnerships
Sector: Infrastructure
Dividend Stability: Provides stable income by investing in infrastructure projects such as schools, hospitals, and renewable energy, with long-term government-backed contracts.
Strengths: Reliable dividends and defensive characteristics, as infrastructure is less volatile and offers predictable income streams.
Yield: ~5%
Suitability: Provides a defensive income stream and adds diversification through infrastructure exposure.

4. CQS New City High Yield Fund
Sector: High Yield Bonds
Dividend Stability: This fund invests in high-yielding bonds and offers a strong income. However, it comes with a higher level of risk due to its focus on high-yield (and potentially lower-credit-rated) bonds.
Strengths: Higher income potential, but with added credit risk. This makes it more suitable for income investors willing to take on additional risk.
Yield: ~8%
Suitability: Adds high-yield bonds to the portfolio, which can boost income but increases the risk profile.

5. Greencoat UK Wind
Sector: Renewable Energy (Wind)
Dividend Stability: As mentioned earlier, Greencoat UK Wind provides a very stable, inflation-linked dividend, making it a favorite for income investors in renewable energy.
Strengths: Consistent dividends and exposure to the growing renewable energy sector.
Yield: ~5.5%
Suitability: A strong choice for stable, renewable energy income, with potential long-term growth from the green energy transition.

6. Legal and General Group
Sector: Insurance and Financial Services
Dividend Stability: A well-established financial services company with a good dividend record. It operates in insurance, pensions, and investment management, providing a well-rounded business model.
Strengths: Strong, stable dividend payer with potential for capital appreciation in the financial sector.
Yield: ~8.5%
Suitability: Good for high income from a well-established UK financial services company.

7. Value and Indexed Property Income Trust
Sector: Property (REIT)
Dividend Stability: This trust invests in commercial and residential property, as well as inflation-linked bonds, offering a stable dividend income stream with some inflation protection.
Strengths: Combines property income with inflation protection, which can be particularly useful in high-inflation environments.
Yield: ~5%
Suitability: Adds exposure to property, providing diversification and income stability with inflation-linked components.

8. Phoenix Group Holdings PLC
Sector: Life Insurance and Pensions
Dividend Stability: A leading UK life insurance and pensions company, Phoenix Group is known for its attractive dividend yield, supported by stable cash flows from its pension and life insurance business.
Strengths: High dividend yield, with a defensive business model focused on retirement products and insurance.
Yield: ~8.5%
Suitability: A strong income generator with a defensive profile in the life insurance sector.

The above I cover and have a good track record and Dividend Growth some of 50 years.On other Portfolio I do my sons on NESF/PHP/AGR monthly with a side growth prospects on SEE/IES/CPI. these are no debt or little with New product range, good funding and a wide appeal around the world.

[paulboz] 19/12/2024 10:59

At the time of writing, you can buy these at 91.2p yielding 7.56%. Christmas has definitely arrived early this year. DYOR and if anyone can give me a better share for an income portfolio then I'm all ears.

[affemoose] 02/12/2024 09:45

There is an assumption that Inflation will go up

Short term this is probably right due to winter fuel costs etc etc

Longer Term because of increased Gov borrowing in UK, and likely massive borrowing by the Populist in Chief who's won the presidency and both houses in the US from January.

I do honestly think that this share offers good value, and it's discount to NAV is kinda encouraging but... who would buy the assets? That's the key here - this isn't a simple asset to sell off - it would probably be to a Private Equity company, Sovereign wealth fund etc - so the market is small and illiquid. Hence accurate pricing is hard to come by.

SO.. for now - take the Divi, Compound it, place share firmly in the bottom draw and forget about it until a day dawns that has sane government and low inflation. (May be a while)

GLA

[skinny] 29/11/2024 08:20

The opening auction UT of 256 shares @91.60p!

[goldgeezer] 29/11/2024 08:15

What's brought a 4% drop on.

[woodhawk] 17/10/2024 08:43

I'm really here for the great quarterly divi yield, but I'm in no way averse to a significant capital gain on top - hopefully after I've completed my buying.

[affemoose] 17/10/2024 08:23

With a near-certain reduction in Interest rates on the cards, below 2% consumer inflation, a drop in pay inflation into the 'OK Zone' we should see more drops in interest rates next year and that can only be good for PHP Asset prices and therefore NAV.

Add to this the very significant Yield and we have a string position going into a lower interest rate environment.

All round - finally (it's been a long wait) I think we'll start to see slow but steady share price improvement here significantly above the 100p mark.

[niklol] 16/10/2024 19:09

Excellent day
Back to 100

[niklol] 16/10/2024 19:09

Excellent day
Back to 100

[niklol] 16/10/2024 19:09

Excellent day
Back to 100