Cant be bothered to research

Linton

Colin_Hunt wrote: »

I agree with your points, I do find it difficult to sell, I had to log in to check and the last sale was a switch from British Gas @1336p into Astrazeneca @2960p on 20/12/2010.
The only share teetering on the edge of my ragbag of stocks is HSBC, but I guess I'll stick with it for now.

Suggest you think about British Land. Its yield is now down to 3.3% somewhere near the FTSE100 average.

Thrugelmir

Colin_Hunt wrote: »

I agree with your points, I do find it difficult to sell, I had to log in to check and the last sale was a switch from British Gas @1336p into Astrazeneca @2960p on 20/12/2010.
The only share teetering on the edge of my ragbag of stocks is HSBC, but I guess I'll stick with it for now.

I would continue to add HSBC on weakness. Despite recent news events it's a well run banking operation.

Centrica (British Gas) may well be heading for a dividend cut.

BP and Shell's dividends are unsustainable if oil prices remain this low.

Tesco may well pass on a final dividend.

High yields are high for a reason. Often not linked to growth. With corporate reporting season due to arrive shortly. There's going to be plenty of disappointing results. Time to spend time researching as it's the lower tiers where the gems will be unearthed.

nearlyretired2004

Given the share price he quoted I suspect he means BG (The Exploration and Production company) not Centrica,,,,,,

Used to work for them and remember being amazed when they paid a bunch of consultants a fortune to come up with a new name for the demerged company ....and they imaginatively came up with 'BG'....!!!!! .......that was never going to cause any confusion....(!!!)

Colin_Hunt

nearlyretired2004 wrote: »

Given the share price he quoted I suspect he means BG (The Exploration and Production company) not Centrica,,,,,,

Used to work for them and remember being amazed when they paid a bunch of consultants a fortune to come up with a new name for the demerged company ....and they imaginatively came up with 'BG'....!!!!! .......that was never going to cause any confusion....(!!!)

Yes BG. The yield was poor then.

Colin_Hunt

I decided to go with
Chesnara
P2P Global
BHP
Thanks to all who contributed.

redux

nearlyretired2004 wrote: »

Used to work for them and remember being amazed when they paid a bunch of consultants a fortune to come up with a new name for the demerged company ....and they imaginatively came up with 'BG'....!!!!! .......that was never going to cause any confusion....(!!!)

I remember a comment years ago by Richard Ingrams about Eurotunnel paying market researchers about £100,000 to come up with the name Le Shuttle. He said he and a random bloke in the pub could have done it for £10.

DistortedVision

Good luck with those. But there seems to be obvious omissions from your portfolio:

ARM Holdings - Impressive recent results. 95% market penetration. Debt free balance sheet. Rising royalty revenue. Where else in FTSE100 do you get that scarcity?


WPP - Increasing net new business. Well positioned to be benefit from US recovery where it raises most of its revenue. Management focused on share returns.


I've looked at Aberdeen Asset Management myself this week. I sold Glencore on Monday on the continued falling copper price.


Personally, I would sell Centrica and Thorntons and buy ARM and WPP. ARM is currently my favourite FTSE100 stock.

Colin_Hunt wrote: »

I decided to go with
Chesnara
P2P Global
BHP
Thanks to all who contributed.

Mattygroves2

Distorted_Vision wrote: »

Good luck with those. But there seems to be obvious omissions from your portfolio:

ARM Holdings - Impressive recent results. 95% market penetration. Debt free balance sheet. Rising royalty revenue. Where else in FTSE100 do you get that scarcity?


WPP - Increasing net new business. Well positioned to be benefit from US recovery where it raises most of its revenue. Management focused on share returns.


I've looked at Aberdeen Asset Management myself this week. I sold Glencore on Monday on the continued falling copper price.


Personally, I would sell Centrica and Thorntons and buy ARM and WPP. ARM is currently my favourite FTSE100 stock.

WPP is only yeilding 2.3% so well below the rest of the current portfolio and well below the FTSE average.

ARM is even worse at 0.6%.

So neither of those would look like shares that fill the original brief which is to find income bearing shares rather than growth shares which WPP and ARM may be.

Even after today's dividend cut Centrica is still yielding 4% +. Thorntons I'd agree doesn't look much like a HYP share.

DistortedVision

I didn't read the entire thread and didn't realise the OP was looking for income shares. I'm only generally interested in growth shares.

Mattygroves2 wrote: »

WPP is only yeilding 2.3% so well below the rest of the current portfolio and well below the FTSE average.

ARM is even worse at 0.6%.

So neither of those would look like shares that fill the original brief which is to find income bearing shares rather than growth shares which WPP and ARM may be.

Even after today's dividend cut Centrica is still yielding 4% +. Thorntons I'd agree doesn't look much like a HYP share.

Colin_Hunt

Mattygroves2 wrote: »

WPP is only yeilding 2.3% so well below the rest of the current portfolio and well below the FTSE average.

ARM is even worse at 0.6%.

So neither of those would look like shares that fill the original brief which is to find income bearing shares rather than growth shares which WPP and ARM may be.

Even after today's dividend cut Centrica is still yielding 4% +. Thorntons I'd agree doesn't look much like a HYP share.

lol
Thorntons was a bit of a joke really, the wife likes their stuff so I got them to go with a box of chocs, they do send money off vouchers every year.
I bought at 30.2p in December 2012