The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Shatter, Ignore him. I think the dividend still remains relevant to shareholders who were holders before it went ex-dividend, at least until 23 May when the money is in the bank, for comparison purposes pre and post dividend. That said, I think it's reasonable to conclude (this time) that selling before it went ex-dividend and buying back after might have been the wisest choice (particularly if you'd managed to sell at c495p in early April and bought back at c455p on 16 April)
Jim800. Not quite sure what you mean, but the Divi to me is quite substantial. You are obviously in a different league.
How long do you intend including the dividend? It’s gone - let it go. The share price is exactly what is it today.
If you want to talk about total returns over time then fine but the share price is what it is.
Thankfully finished in Scotland with its Feu superior system
Agreed Dr Patience. If we want more people to do business in the UK you need to believe in the rule of law, and have confidence that the government will not take steps to force amendments to contracts retrospectively. The precedent this would establish would be damaging in the extreme - but the whispers are that is the direction of travel. I have sympathy for the tenants, but ultimately they knew what they were signing up for - or should have done if they read what they’d signed up for. An attempt to win votes from some, that will lose votes from a smaller number - but which would establish a damaging precedent overall.
Push to 480p when the ECB cuts interest rates in June.. BOE perhaps slightly later in Q4
USA can stay higher for longer in 2024 and then start cutting in 2025.
Include the Divi and the sp is close to 490p again.
Clued, as far as I can work out, it's mainly individual investors' money.
Lots of Tories are big landlords, so I'm wondering how this will go down?
I'm not even sure how commercial contracts can be negated retrospectively like this; it's daylight robbery for those who paid for freeholds, expecting a return over time.
I hate the whole system, a nasty spillover from feudalism and unique to us in England, but really needs an orderly transition.
Will Gove's 'reform' of Ground Rent law affect Aviva as the press says Pension and Insurance companies bracing for a £30b hit, or will it just affect the investments being managed by Aviva on behalf of pensioners and investors ?
"Pull back Monday"
So grateful for the razor sharp & in-depth analysis of our co. future direction.
Of course policies will only be offered to teetotallers!
19/04/2024 | 10:40 AM
Insurance company Aviva has confirmed its investment in a new start-up which plans to offer private health insurance in Ireland.
Subject to the new business receiving regulatory approval, it is planned that it will begin selling private health insurance policies in the second half of 2024.
Aviva, which will hold a 50 per cent share in the company, said the new venture has been established by "a group of senior executives with significant experience in both setting up and running health insurance businesses in Ireland".
Aviva Insurance Ireland's chief executive Declan O'Rourke said the announcement is "great news for Irish consumers as it will provide greater choice and value".
"This investment expands Aviva’s offering in Ireland to General, Life and Health Insurance and further demonstrates Aviva’s commitment to continue to grow in Ireland as a leading financial services provider," he added.
Pull back Monday
Every share has its peaks and troughs but reinvesting the divi every year makes a huge difference over the long term. It doesn’t take much to spook the markets at the moment but as AASea says you will either be purchasing a bargain in May or hopefully the markets will have settled and the sp recovered somewhat. You are compounding earnings. One of the most significant advantages of dividend reinvestment is that it allows you to buy more shares and build wealth over time. I am fortunate in that my entire holding is in an Isa and no worries about paying tax on the substantial Divi but everyone is different and some have been lucky if they sold before the Divi and repurchased now. All about the timing.. gl all
If like me you held on for the dividend, it will be paid in May. Then, if the stock continues to be a bargain, as it is now, you can reinvest your divi and get more shares than you would if it hadn't dipped. Or maybe the price will have recovered...
As usual it is impossible to forecast.
Tinker, that's a very good point, unfortunately theirs a lot of bad things going on in World right now that we have very little control of, so let's hope it gets better soon
Robleo, Yeah, it’s always a dilemma. Sometimes I’ve sold shares before xd and done well and sometimes it hasn’t paid off. This time, the people who sold in the 490s and are now buying back at 450 have obviously done the right thing. My main point to Caddy, though, was that if you are content to hold and bring in 8% a year then you’re not doing too badly.
GLA,
T
TinkerT, not sure if the ones that sold for around £5 needed the cash, they probably didn't want to lose their capital gain
with hindsight if i sold my aviva/mng and Lloyds shares before exdiv it would have been more rewarding than taking the dividends, when you think about it your not going to get anymore income from those shares until the next exdiv, maybe selling up and holding the profits in cash until they all drop back would be more profitable, unlike my funds that keep growing dividend shares just go up and down
Caddy,
I think the question you have to ask yourself is “Was I going to sell at £5 ish?” If the answer is “Yes” and you are still going to sell (because you need the cash) then you have reason to feel disappointed. But, if (like me) you are here for the 8% divi and are going to hold long term then you haven’t lost anything.
T
How can anyone know the reason for something that is untrue
AV. have been and are a great share, but anyone know how the NAV has dropped from £5 plus to £2 plus?
Was looking forward to my May dividend but the fact that it has now gone down over double what I will get back has taken the shine off it.
Guitar…You can copy & paste, Well done your parents must be very proud..!
Well all my so called “Negativity” or as I call it 43 years experience (excuse my smugness) has in this instance kinda proved my point to the Fanboys on this site..!
Please enjoy your filtering, as who needs knowledge nowadays when you can just follow the sheeple..
£5.50 right….🤪 Nice Buying opportunity for some today… my cup doth runneth over.
I sold two large holdings. One lot the day before the results and the second lot on the day of results. I couldn't not take my over £20K profit. Of course I immediately regretted my decision when they headed toward the £5 mark. If I had waited there was another £9k to be had. Lots of people decided to wait until before they went ex-div, knowing that they would fall back on the ex-div date by the dividend amount plus more. This has happened. I have put them back on my radar but only if they drop below £4.40. My plan would be to try and make 20p per share and then get out. At the moment my funds are in Taylor Wimpey and Haleon.....hoping for a 10p profit per share.
I was feeling really confident that this would pass the 5p mark before the dividend qualifying date. The results were excellent and the outlook even better. The share price was riding the crest of a wave, kept up momentum to 499p. But it fell a bit before the ex dividend date and again after it. Seems to be struggling to climb right now.
Where do you see this heading short/medium term? I’m apprehensive to be honest. It seems to be kicking off in the Middle East which will no doubt hurt the markets. The FTSE is very high right now, I can’t see it rising much further. There are no dividends for a while now, I’m thinking maybe to exit for the time being and jump back in when things seem a bit calmer. What are others doing?