Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

Kingdom35

939 posts

86 months

Thursday 3rd May 2018
quotequote all
bad company said:
Rightly or wrongly I sold my Sainsbury shares yesterday. I bought them for a reliable yield but thought I’d take profits.

Now what to buy with that money???
Ocado or Genel Energy.

yajeed

4,896 posts

255 months

Thursday 3rd May 2018
quotequote all
yajeed said:
Anyone in NCCL? The last couple of days have been pretty encouraging. It's a binary bet, but the upside looks pretty healthy, if they can pull it off.
Out at 9p this morning, quite a week!

anonymous-user

55 months

Thursday 3rd May 2018
quotequote all
bad company said:
Rightly or wrongly I sold my Sainsbury shares yesterday. I bought them for a reliable yield but thought I’d take profits.

Now what to buy with that money???
I should/would have said Clontarf this morning, maybe a bit late now. Hopefully they keep going up so I can break even to sell after they do.

bad company

18,623 posts

267 months

Thursday 3rd May 2018
quotequote all
speedyguy said:
I should/would have said Clontarf this morning, maybe a bit late now. Hopefully they keep going up so I can break even to sell after they do.
I’m a bit of a steady eddy, I like companies with a good dividend and hopefully steady growth. I would never buy a share that doesn’t pay a dividend.

Kingdom35

939 posts

86 months

Friday 4th May 2018
quotequote all
bad company said:
I’m a bit of a steady eddy, I like companies with a good dividend and hopefully steady growth. I would never buy a share that doesn’t pay a dividend.
In light of the dividend comment, would you buy into Lloyds?

bad company

18,623 posts

267 months

Friday 4th May 2018
quotequote all
Kingdom35 said:
bad company said:
I’m a bit of a steady eddy, I like companies with a good dividend and hopefully steady growth. I would never buy a share that doesn’t pay a dividend.
In light of the dividend comment, would you buy into Lloyds?
Absolutely, I already hold Lloyds shares. Showing a modest gain and a good reliable yield.

Kingdom35

939 posts

86 months

Friday 4th May 2018
quotequote all
bad company said:
Absolutely, I already hold Lloyds shares. Showing a modest gain and a good reliable yield.
I'm tempted myself, in my eyes and I guess its obvious a dividend yield is like a guaranteed interest rate return, plus any increase in the share price is a bonus. Downturn on share value and it minimises impact.

Ive also looked at Capita due to the share right, but I think it touching £2k a share is pricing me out of that one.

Out of interest say I bought hypothetically 1 day before the dividend would be due (tactically) am I still eligible or is it a case you have to have held the shares for a certain period? As surely people would dip in a week before say and dip out after the dividend payment?

bad company

18,623 posts

267 months

Friday 4th May 2018
quotequote all
Kingdom35 said:
bad company said:
Absolutely, I already hold Lloyds shares. Showing a modest gain and a good reliable yield.
I'm tempted myself, in my eyes and I guess its obvious a dividend yield is like a guaranteed interest rate return, plus any increase in the share price is a bonus. Downturn on share value and it minimises impact.

Ive also looked at Capita due to the share right, but I think it touching £2k a share is pricing me out of that one.

Out of interest say I bought hypothetically 1 day before the dividend would be due (tactically) am I still eligible or is it a case you have to have held the shares for a certain period? As surely people would dip in a week before say and dip out after the dividend payment?
You need to hold the shares before the ex dividend date to be eligible for the dividend. Most shares go ‘ex dividend’ on Thursdays.

https://en.m.wikipedia.org/wiki/Ex-dividend_date

Jambo85

3,319 posts

89 months

Friday 4th May 2018
quotequote all
Kingdom35 said:
Out of interest say I bought hypothetically 1 day before the dividend would be due (tactically) am I still eligible or is it a case you have to have held the shares for a certain period? As surely people would dip in a week before say and dip out after the dividend payment?
You have to look at the ex-dividend date - see Shell here for example:

http://www.hl.co.uk/shares/shares-search-results/r...

AIUI, you need to be holding the shares on 10 May to receive the next dividend on 18 June. Probably the share price will drop accordingly on 11 May.

Oil is making a good recovery for those looking for a steady return, though the boat for significant share price increase may have been missed.

bad company

18,623 posts

267 months

Friday 4th May 2018
quotequote all
Jambo85 said:
Oil is making a good recovery for those looking for a steady return, though the boat for significant share price increase may have been missed.
Yes I hold Shell and BP which have both done well. Trouble is that could be reversed if the oil price heads South again.

Insurance and the property sector also offer good and historically reliable yields.

Kingdom35

939 posts

86 months

Friday 4th May 2018
quotequote all
Jambo85 said:
You have to look at the ex-dividend date - see Shell here for example:

http://www.hl.co.uk/shares/shares-search-results/r...

AIUI, you need to be holding the shares on 10 May to receive the next dividend on 18 June. Probably the share price will drop accordingly on 11 May.

Oil is making a good recovery for those looking for a steady return, though the boat for significant share price increase may have been missed.
Thank you for the information, it makes sense now.

Yes I missed the boat with Premier Oils, but made it with Genel....so I'm learning :-)

Greshamst

2,069 posts

121 months

Friday 4th May 2018
quotequote all
Kingdom35 said:
Out of interest say I bought hypothetically 1 day before the dividend would be due (tactically) am I still eligible or is it a case you have to have held the shares for a certain period? As surely people would dip in a week before say and dip out after the dividend payment?
The share price will generally drop by same amount of the dividend, the day that you qualify for the dividend (call 'ex-dividend' date).

I.e you buy shares of company X worth 100p each the day before they go 'ex dividend' paying a 4p dividend. The next day all shareholders holding on the ex-dividend qualify for the 4p dividend, but the SharePrice would typically drop to 96p

I'm fairly young so I'm building up a boring stocks and shares ISA portfolio of dividend payers, reinvesting dividends to make use of the power of compounding.
Lloyds, Barclays, National Grid, British Land, GSK, Whitbread, IG Index.
(I do need to diversify as I'm heavily UK based, and missing some sectors)

bad company

18,623 posts

267 months

Friday 4th May 2018
quotequote all
Greshamst said:
Kingdom35 said:
Out of interest say I bought hypothetically 1 day before the dividend would be due (tactically) am I still eligible or is it a case you have to have held the shares for a certain period? As surely people would dip in a week before say and dip out after the dividend payment?
I'm fairly young so I'm building up a boring stocks and shares ISA portfolio of dividend payers, reinvesting dividends to make use of the power of compounding.
Lloyds, Barclays, National Grid, British Land, GSK, Whitbread, IG Index.
(I do need to diversify as I'm heavily UK based, and missing some sectors)
I hold some of those but keep a ‘stop loss’ active on National Grid just in case the political situation changes and we head for a snap election. The ‘Corbynistas’ want to nationalise NG and there probably wouldn’t be much compensation.

Jambo85

3,319 posts

89 months

Friday 4th May 2018
quotequote all
bad company said:
Yes I hold Shell and BP which have both done well. Trouble is that could be reversed if the oil price heads South again.
Indeed but I'm not worried. If you look a the IEA supply/demand charts, it is easy to see where the downward pressure has come from for the last 2-3 years. But now the market is largely balanced, and with the underinvestment in recent years any gap in the next 2-3 years will be on the supply side, IMO.

Yes shale has changed things a bit, but with it not being economical at low prices it can only make so much of an impact. Especially if their cost of borrowing increases.

A much longer view needs to be taken on service companies however as their prices have taken a beating and the operators will keep it that way for as long as possible.

bogie

16,389 posts

273 months

Friday 4th May 2018
quotequote all
Kingdom35 said:
bad company said:
Absolutely, I already hold Lloyds shares. Showing a modest gain and a good reliable yield.
I'm tempted myself, in my eyes and I guess its obvious a dividend yield is like a guaranteed interest rate return, plus any increase in the share price is a bonus. Downturn on share value and it minimises impact.

Ive also looked at Capita due to the share right, but I think it touching £2k a share is pricing me out of that one.

Out of interest say I bought hypothetically 1 day before the dividend would be due (tactically) am I still eligible or is it a case you have to have held the shares for a certain period? As surely people would dip in a week before say and dip out after the dividend payment?
i wish Capita was £2k a share, I would be a millionare ....its nearly £2 a share or 199pence smile

Kingdom35

939 posts

86 months

Friday 4th May 2018
quotequote all
bogie said:
i wish Capita was £2k a share, I would be a millionare ....its nearly £2 a share or 199pence smile
Sorry fat fingers syndrome...yes £2 a share. A bit higher than what I wanted to pay :-/

guindilias

5,245 posts

121 months

Saturday 5th May 2018
quotequote all
47% profit on a BABA cfd on Friday... x10 leverage as usual, loving it. Only 2 more ERs coming up that I think will could be big gains before ER quarter pretty much ends, GoDaddy which I don't expect to make a big profit on, and maybe Autodesk.
Still waiting for Amazon to get green again, but I can hold Missed out on Ferrari (RACE.NV) unfortunately, I mainly do tech shares and rarely think about cars when I'm setting positions!

Some of you might find this page handy - https://finance.fedmich.com/earnings-report/

NRS

22,187 posts

202 months

Sunday 6th May 2018
quotequote all
Kingdom35 said:
I'm tempted myself, in my eyes and I guess its obvious a dividend yield is like a guaranteed interest rate return, plus any increase in the share price is a bonus. Downturn on share value and it minimises impact.
Apart from it not being guaranteed, wink

emicen

8,593 posts

219 months

Wednesday 9th May 2018
quotequote all
Interesting time ahead for anyone holding oil stocks then...

bad company

18,623 posts

267 months

Wednesday 9th May 2018
quotequote all
I just topped up National Grid, great dividend and hopefully at or near the bottom of their price range.

I’ll keep the stop loss in place in case the ‘Corbynistas’ look like gaining power.