Whats your portfolio made since 1994 - and how?

oliversw

hey Bobby,
I'm curious if you have ntog on your rader, and if so what is your stance on the company

gadgetmind

sabretoothtigger wrote: »

BAE has 6%
VOD is 8% as of next year allegedly
TEF is not listed here but you all know who O2 are. Shows as 9.5%
BNC or Santander will be something off the scale like 12%

Above average yields can be for a variety of reasons, some of which make the share an opportunity, but in others, it should server as a warning.

BAE are out of favour and there is fear that defence cuts will harm them. I think these fears are overdone and I hold BAE with an average buy of 258p. My spreadsheet shows a forecast yield of 6.9% even at today's price.

VOD have a few question marks regards overseas activity, including tax issues, and other legal haggling. Their special dividend as a result of the Verizon divi is also likely to be a one-off. I hold at 166p.

TEF are not on my radar for high yield. A *very* quick look suggests low divi cover and plunging EPS, but I will look again.

As for banks, they have high yields for the same reason that Greece does. I hold some Lloyds ords at about 42p and also some Lloyds and Nat West prefs. I don't intend to add to this holding.

bobbyj_2

oliversw wrote: »

hey Bobby,
I'm curious if you have ntog on your rader, and if so what is your stance on the company

no I don't like it. SLE and CAD worth keeping an eye on though that's for sure.

zildjian

The problem for us, is one of the best way of selling/buying shares is "scaling". Ideally if we had larger funds it wouldnt matter we could sell them in increments as to not try and guess the tops or bottoms. Obviously, this technique is mainly for people who beleive in the underlying company anyway and arent looking for a sharp exit!

oliversw

Bobby,
I shall take a look at san leon, Ive made a bit of money on cad before. I only usually trade oil tiddlers with a market cap of 20m or less.

Going back to ntog have you spoken to the ceo, I had some issues sent him an email, he got back to me asking for a number and phoned me. I dont know many companies that would do that.

sabretoothtigger

It was clear to me that it was a disparity that USA was lagging in wireless 10 years or so, I did not know how best to invest in though. Probably Apple was the biggest gainer I guess

So VOD reaping fair rewards though USA is an uncertainity to me, I wonder if VOD could see lower eventually. I thought they were a buy at 100 to 130 and its typical of a good share to keep sailing up like it has. Buying strength often better idea then 'value' like I did with TEF

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