Whats your share shopping list for this volatile market?

zildjian

I was watching Jim Cramers tv show which he suggest making a 'shopping list' of companies you want to invest in, and the price you would be willing to pay. With the reason that the volatile market will probably provide you with good opportunities.

As it stands ive only got a few companies due to my limited time to research;

Arm Holdings
Diageo
National Grid

Only 3 and havent set a price on them yet, but probably if they take a hit underservidly. If anyone has suggestions on solid yielding stocks to keep on my radar, please fire away!

I was also wondering if anyone else does this, and if so whats on yours?

BLB53

If anyone has suggestions on solid yielding stocks to keep on my radar, please fire away

Where do we start!
BHP Billiton 4%+
IMI 4%+
Astra Zeneca 5.5%
M&S 5.5%
SSE 6%
Vodafone 6%
Shell Oil 5.5%
Morrisons 4%

I hold all the above and will be looking out for a few more bargains this week.
Blue chip dividends are a sure fire way to make money on the stockmarket IMHO.

BLB

gadgetmind

My current blue chip holdings are -

Aviva 9.23%
Amlin 5.56%
Vodafone Group 5.79%
BAE Systems 6.56%
AstraZeneca 7.65%
Scottish & Southern Energy 5.91%
Sainsbury (J) 5.77%
Atkins (WS) 6.49%
GlaxoSmithKline 8.22%
Balfour Beatty 6.37%
Royal Dutch Shell 'B' 6.42%
Centrica 6.06%
Reed Elsevier 6.76%
Unilever 6.12%
Diageo 7.09%

I just added BHP Billiton but haven't updated the weightings. A fag company or two would sit nicely in there as would (maybe) a water utility.

WS Atkins is maybe rather small and Babcock might have been better, but I'd worry with both BAE and Babcock being very exposed to defence.


Of course, here is where the experts hang out.

http://boards.fool.co.uk/high-yield-hyp-practical-51676.aspx

I'm currently building my portfolio, and don't pretend it's even half way to being decent because I've been buying bargains as they appear and am planning to plug gaps and balance things up later.

I've timed my buying since April such that my capital tends to be at break even with the FTSE at about 5250. I definitely started buying too early, but you have to start some time, and the dividends are already rolling in nicely.

zildjian

Thanks for the suggestions. Hopefully will gain entry to them at somepoint.

As for Atkins, i have a source (aka family member) that works there and says they are getting more work than they can cope with recently and are taking on graduates to cope. FYI.

Just saw this from the independent a few weeks regarding atkins. I think i might (on futher research) invest in them.

"The last time we looked at WS Atkins, we decided to buy, reasoning that the combination of what was a thin valuation and the engineering group's sensible strategy of expanding its reach in the energy sector augured well, says the Investment Column in the Independent. Since then, however, markets have suffered a well-document slump as investors factored in the prospect of another slowdown in global growth. Nevertheless, the group's diversity and international reach means that Atkins is better placed to deal with any downturn than many other companies. Adding to this, there is the valuation, which has become thinner still. In fact, Atkins trades on around 7 times forward earnings. All the while, it yields well over 5 per cent. We see no reason to cut and run. Buy, says the Independent.
"

IronWolf

I'm on the hunt for bargains, just wish there were more hours in the day to do all my research while the markets low.

My portfolio is pretty undiversified at the moment, but I've still got plenty of cash to put to use, not by choice, just haven't found anything to buy yet. Currently hold:

Amlin ~17%
Tesco ~ 17%
Cranswick ~ 10%
GlaxoSmithKline ~ 4%
Cash ~ 52%

Overall I'm down about 6% (excluding the cash) but am ex-dividend on Amlin so in a few days should only be about -3 % I reckon. Not bad considering the state of the markets!


Currently having another look at Aviva, that yield is tempting.

gadgetmind

zildjian wrote: »

As for Atkins, i have a source (aka family member) that works there and says they are getting more work than they can cope with recently and are taking on graduates to cope. FYI.

Interesting, thanks. I bought at 506p, which seems about right.

We see no reason to cut and run. Buy, says the Independent.
"

I take all of this with a few pinches of salt, but I'm happy to hold this one for a decade or two.

Babcock are another option, but I also hold Balfour Beatty and BAE Systems, so am getting quite exposed to these sectors already.

gadgetmind

IronWolf wrote: »

Currently having another look at Aviva, that yield is tempting.

True, and such yields are usually a warning, but no-one has been able to find anything deeply scary underneath this one.

BTW, the old favourite of Vodafone is also well worth a look.

atush

Well, I won't list all I have at the moment (although I do have Vodaphone mentionned above), but I did recently buy CAD and GSK.

Both are up from where I bought them.

IronWolf

gadgetmind wrote: »

True, and such yields are usually a warning, but no-one has been able to find anything deeply scary underneath this one.

BTW, the old favourite of Vodafone is also well worth a look.

Indeed I'm still puzzled over their price being so low, looking at their sovereign debt exposure, its like £2bn tops. Hardly going to bankrupt them or give them liquidity issues.

atush

I hold Aviva and VOD, and did consider adding to them so they are still on my list. I am well up on VOD as I bought them after/during a previous crash.

Ark_Welder

gadgetmind wrote: »

True, and such yields are usually a warning, but no-one has been able to find anything deeply scary underneath this one.

Aviva has a lot of business on the Continent, especially France, so there may be some concerns about that. It is also in the process of paying down some of its debt and this might be seen to inhibit its dividend prospects for a while.

+++

The two shares that are of interest to me are SSE ordinary and the Santander 10 3/8 preference. Both would be top-ups. I don't have a specific target price, although going into Santander now would bring down my average cost (100.15), whereas SSE would be increased (1130.4). Costs include taxes and commission. Tempted more toward SSE on the grounds that it is not a financial even though SAN is (currently) paying out. But SSE is a 'slippers and cocoa'

Outiside individual companies, Aberdeen Asian Income - but only if it hits more of a discount. Again, this would be a top-up.

Beyond those, my 'itch' is more towards a few wild-eyed monkey-ride vehicles, ones that are to be found progressively deeper into a 60-hour weekend party. Fortunately, my cash holdings are ony a smidge above allocation level, so I think I'll just be on the cocoa for now.