UK Stockmarket 2009 and beyond

StevieJ

kittie wrote: »

I think I am still a trader at heart

oh, look I confess. Within the last couple of hours I bought 5 of the big ones back but with more shares for the same money. I feel uneasy with the small caps so I have bought big caps with international exposure I also feel uneasy with all my cash in one sipp basket too, remember the banks!! . I always do a breakeven point, including all costs for any biggie that I might want to buy back and then I go in below that point. Today was a good opportunity. I got a divi drop from bp today, a really nice amount and it makes you think re sipp cash rates

I get the impression that you have become even more nervy than usual, I like reading your posts but I hope for the sake of your health it doesn't become too stressful :eek:
I must admit I am not sure what to do at the moment

[Deleted User]

Hi StevieJ. Trading actually relaxes me, I love the buzz and also the chat. :cool:
I have actually now repositioned the portfolio and am all defensive, apart from xta which I am expecting to go up another £2 in a few weeks. Rdsb dropped its divi in today and that was something to smile about, beats the carp interest rates hands down

Deep down I still think we are upwardly mobile but there are bound to be more feelers towards 5150 ish

lol, scratching a few more shares for the same amount is like the old days when the pennies added up and I am lucky enough to have had the opportunity yesterday and this morning. I packed up at 10 am and went on a nice bike ride with my dh, who loves leaving his pension management to me and then back again to pheasant salad

Did anyone read an article about people in `safe` cash funds actually losing money because the 1 to 1.5% charge is actually greater than the interest? what a poor state of affairs and what is the ordinary person supposed to do when approaching pension age

Rollinghome

kittie wrote: »

what a poor state of affairs and what is the ordinary person supposed to do when approaching pension age

Help out at B&Q apparently.

Thrugelmir

kittie wrote: »

Hi StevieJ. Trading actually relaxes me, I love the buzz and also the chat. :cool:
I have actually now repositioned the portfolio and am all defensive, apart from xta which I am expecting to go up another £2 in a few weeks. Rdsb dropped its divi in today and that was something to smile about, beats the carp interest rates hands down

Deep down I still think we are upwardly mobile but there are bound to be more feelers towards 5150 ish

lol, scratching a few more shares for the same amount is like the old days when the pennies added up and I am lucky enough to have had the opportunity yesterday and this morning. I packed up at 10 am and went on a nice bike ride with my dh, who loves leaving his pension management to me and then back again to pheasant salad

Did anyone read an article about people in `safe` cash funds actually losing money because the 1 to 1.5% charge is actually greater than the interest? what a poor state of affairs and what is the ordinary person supposed to do when approaching pension age

Any views on which large caps are good for long term divi's?

Now that there are fewer banks in the FTSE. Divi's are concentrated in fewer high yielding stocks. Even BP cut is last quarter divi.

[Deleted User]

thrugelmir, it isn`t hard to find good solid large caps with good yields. I won`t recommend any because I am only human and can get things wrong but the trick is to spread the cash around in different baskets ie look at obtaining different sectors. Think about companies that deal in something we need in society on a regular on-going basis. Perhaps do a pi chart of sectors first and then look at each sector very carefully

tbh, I thoroughly recommend sharescope which I couldn`t live without re charting and portfolio planning etc. I used to have the fast moving real time version but now just have the straightforward gold version. It tells me when divis are paid as well as a host of other things. I pay £80 a year. Worth every single penny and customer service second to none. It gives capitalisation, sectors, yields, divi cover and zillions of other data

the BP. dividend
http://business.timesonline.co.uk/tol/business/industry_sectors/natural_resources/article6893001.ece

sabretoothtigger

Its personal opinion like Kittie says. Yield means annual dividend and alot can happen in a year so how can we say if that company will pay out or not.

Technically shares can be listed by their yield in alot of places, just look in a newspaper most day. Monday should show yield as there is no trading previous day


Random names off the top of my head would be shell, santander, tesco have decent yield and prospects to make it likely imo they can actually pay the bill

Standard life would be another one Ive often held, they dropped 20% in recent times but they havent changed in prospects as far as I know.
Most likely able to pay an above average dividend but the share price might suffer alot as they are a finance stock, its a seesaw. 170 to 230 is their usual range, I posted about 20 pages on them with lots of links to genera share free info sites if you search :laugh:



Lots of charts showing rough direction on shares -
http://www.biancatrends.com/FT100_T10U.html

I like how they make it very obvious which shares are getting beaten up right now, nice short list - http://www.biancatrends.com/FT100_T_AllDown.html



AGK is the new FTSE100 company not POG, as gold fell recently. I wonder if this means agk price has a ledge under it now as trackers must buy it regardless, glad i held anyway

ses6jwg

Mid Caps tend to have better yields, UMECO, Cineworld, though Vodafone has a good yield.

I believe Barclays ISHARES offer an ETF of high-yielding companies, mostly utilities, I think it yields 4.01% P.A. out of memory.

Something like Ishares High Income Dividend ETF

You could also look at REITs.

tonygee_3

Hi thrugelmir,Im a big fan of successful,profitable good dividend paying companies but timing is everything.If you think everything is hunky and these companies are without problems then snap them up.Dont be suprised to find youre 5% Dividend is offset by a 20-25% loss in the share price if/when things turn sour.

tonygee_3

A lot of companies dangle the dividends out like carrots,masking the fact they have massive debts and pension deficits,look at some of the Utilities and the likes of BT,dont be fooled that because they are paying a good div they are a sound company.;)

ses6jwg

tonygee wrote: »

A lot of companies dangle the dividends out like carrots,masking the fact they have massive debts and pension deficits,look at some of the Utilities and the likes of BT,dont be fooled that because they are paying a good div they are a sound company.;)

Always check the dividend cover.

Should be covered twice or more ideally