UK Stockmarket 2009 and beyond

cloud_dog

I (we) only hold one stock that I just hold, and add to on lows (or there abouts)..... RDSB.

cloud_dog

Oooops, couldn't help myself..... just bought back in to POG (yes, I know its not loved)

gadgetmind

sabretoothtigger wrote: »

Must be alot of high div stocks not just in finance now but just any sector.

My high yield holdings are -

Aviva 8.70%
Amlin 7.80%
Vodafone Group 7.10%
BAE Systems 6.60%
AstraZeneca 6.10%
Scottish & Southern Energy 6.10%
Sainsbury (J) 5.50%
Atkins (WS) 5.40%
GlaxoSmithKline 5.30%
Balfour Beatty 5.30%
Royal Dutch Shell 'B' 5.20%
Centrica 5.10%
Reed Elsevier 4.40%
Unilever 3.90%
Diageo 3.50%

At today's prices, a sector-balanced bundle of this lot will yield over 5.5% and my yield is similar. Note no fags as my wife says "no", and no Tescos for the same reason, which is a shame.

JamesU

gadgetmind wrote: »

My high yield holdings are -

You must be from the Stephen Bland family then.

JamesU

gadgetmind

JamesU wrote: »

You must be from the Stephen Bland family then.

Guilty as charged, at least with that part of my portfolio. I also have some tech stocks (hence my knowledge of capital gains tax!) some capital preservation ITs, some banking prefs and some managed funds.

worldtraveller

cloud_dog wrote: »

I (we) only hold one stock that I just hold, and add to on lows (or there abouts)..... RDSB.

Same here, but MWG.

blinko

which is the shell one that yields sterling, si that the only difference between the RDSB A and RDSB B

cloud_dog

blinko wrote: »

which is the shell one that yields sterling, si that the only difference between the RDSB A and RDSB B

RDSB and RSDA can be traded in sterling (RSDB 1961p, RSDA 1995p currently).

Royal Dutch Shell was formed from Royal Dutch Petroleum and Shell Transport & Trading, roughly 60% Dutch and 40% UK (Shell).

I believe the use of the two share structures is to:

1. Retain Dutch taxable benefits (or taxation, I think), as the company is registered in Holland
2. Ensure the majority ownership of the company remains within the old Royal Dutch Petroleum

You can trade either but for UK investors RDSB is the one to go for.

The SP difference has been much greater until recently and to prove a point RDS recently started a share buy back programme and do you know which ones they areed to buy....... the 'A' shares so as to help increase the proce differential again. (obviously this is my take on things).

sabretoothtigger

I bought the A shares accidentally, held them and they pay a bit less div as the tax is registered in europe not here. I sold them to buy BP at their low and sold BP at year start, that was good up until I thought it was clever to try and trade them, they been unwinding downwards ever since. I bought and sold but generally Im holding again waiting for a rise, not so clever but I tihnk they are ok

See BG group for an alternative, they could double maybe. Also BHP has oil, KAZ owns their own power station and coil mine. VED is buying up oil production for the reason that commoditys rely on energy costs to make profit so good to own both

Market is recovering from the abyss today. It could fall again next week but markets should never really move in just one direction. I missed HOC at 455 today, FRES also down alot but only to previous year prices, silver should be ok around here I reckon. - bullish pullback

It relies on dollar yields, they are rising due to FED moves. So puts pressure on gold I think. Looking for it to catch as dollar strength is limited and suspect to their own problems and worries longer term

edit:
I bought some HOC in the end though 400 would have been the real bargain. Silver has fallen alot but HOC already is at a discount to its potential profit on an average yearly price. I think FRES is much more bound and highly priced

Rally ?

Treasurys Bull Run Stalls As Risky Assets Stabilize On ECB Hopes
-Bond prices fall after a steep two-day rally

-Benchmark yields rise after hitting lowest level since the 1940s

-Next week's new debt sale also weighs on bond market

-Some traders say rally is overdone but others say the bull run has more room

By Min Zeng

Of DOW JONES NEWSWIRES

NEW YORK (Dow Jones)--Hopes of the European Central Bank to provide more liquidity to the banking system put a brake Friday on the bull run in Treasury bonds, pushing up benchmark yields from historic lows.

Bond prices dropped following a steep two-day climb as risky assets regained some poise after a global rout in stocks, commodities and emerging-market debt and currencies. US stocks rose Friday, shares of big French banks jumped and the euro strengthened against the dollar.

Fears on the global growth and the euro zone's debt problems have rattled investors' sentiment in recent sessions and the Federal Reserve's fresh stimulus announcement earlier this week--buying more longer-dated Treasurys and mortgage-backed securities--failed to reassure investors.

Now hopes are pinned on the ECB to do the heavy lifting. Chatter emerged Friday that the ECB could reintroduce a lending facility via which banks can borrow cheap loans for 12 months or longer, consider cutting interest rates as soon as October and even buy bank debt.

There was no official comment but ECB council members Jens Weidmann of Germany said Friday that the central bank has shown the will to provide long-term liquidity. The ECB has been buying government bonds within the euro zone and recently joined hands with the Fed and several other major central banks to ease dollar funding stress among banks.

The selling in Treasurys was an initial sign that the bond market could set up for a correction from the rally that had gathered further steam this month. Investors had piled into safe-haven Treasurys on worries about the global growth and euro zone's debt crisis. The Federal Reserve's decision earlier this week to buy more long-dated Treasurys sent yields on 10-year and 30-year maturities plumbing to fresh lows.

The 10-year benchmark Treasury yield set fresh historic lows during each session since Wednesday. The yield earlier touched 1.672%, the lowest level since the 1940s. The 30-year bond's yield dropped to 2.738%, the lowest level since January 2009 and is within 0.30 percentage point from a record low set in December 2008.

"The rally is a bit overdone," said Thomas Roth, executive director in the U.S. government bond trading group at Mitsubishi UFJ Securities (USA) Inc in New York. "I think the yields hit bottom for now. We will have to see how far the Fed can drive them lower once they start buying in October."

In recent trade, the benchmark 10-year note was 24/32 lower to yield 1.799%. The 30-year bond was 1 16/32 lower to yield 2.851%. Bond prices move inversely to their yields.

The 10-year yield had dropped from 2.064% at the end of last week while the 30-year yield had tumbled from 3.332%.

"The bond market is experiencing some low-yield fatigue," said a bond trader at a primary dealer bank. But he added that yields in long-dated Treasurys still have room to fall given the uncertainty on global growth and the euro zone debt problems.

Next week's supply also put some pressure on the bond market. The Treasury Department is scheduled to sell $99 billion new notes, including $35 billion in two-year notes, $35 billion in five-year notes and $29 billion in seven-year notes.

This will be the first round of Treasury debt sales after the Fed's decision this week to sell short-term bonds from its portfolio to buy $400 billion longer-dated Treasurys. Some traders said the seven-year auction could be supported as it falls into the maturity range of the Fed's target buying.

The two-year notes sale could be relatively easy as its yield is anchored by the Fed's near-zero policy rate, even though the notes are within the range of the Fed's scheduled selling. The five-year notes, without any anchor from the Fed, could be more problematic, traders said.

-By Min Zeng, Dow Jones Newswires; 212-416-2229;

min.zeng@dowjones.com

(END) Dow Jones Newswires

September 23, 2011 11:29 ET (15:29 GMT)

cloud_dog

sabretoothtigger wrote: »

edit:
I bought some HOC in the end though 400 would have been the real bargain. Silver has fallen alot but HOC already is at a discount to its potential profit on an average yearly price. I think FRES is much more bound and highly priced

Was also looking at HOC.

I think FRES has been 'hyper' recently due to persistent take over rumours (but that has been doing the rounds since befire the credit crunch).

sabretoothtigger wrote: »

Rally ?

Who knows. Possibly too early to tell, although a bounce would not be uncommon.