The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Overweight is a buy recommendation that analysts give to specific stocks. It means that they think the stock will do well over the next 12 months.
No sure drahi is allowed to buy out Bt ? A strategic asset? Laws passed in January regarding these buy outs? Also not sure he has the funds to fully buy out, but just increase his stake ?
Anyone know why BT underperformed today? It feels as though the market decided to bring it down, for no other reason than bringing it in line with VOD.
https://www.google.com/finance/quote/BT.A:LON?window=5D&comparison=LON%3AVOD
Reiterate OVERWEIGHT - guess what happens to SP?
Hope in June ……. Or December …… we will see what Mr Drahi will be offering for what he does not own of BT …………… the higher the share price waxes until then the higher the premium he must offer - bless him.
It’d be good if a Musk contemporary could see his/her way to offering $44b for BT. Given BT makes much more than the loss making Twitters paltry $6b revenue a year. Still onward and upwards, to May results.
I suspect some money has moved out of areas where revenue is very unpredictable and into areas like BT where revenues and costs are more predictable ..with China looking very wobbly and that affecting various sectors
when "risk-on" comes back..the opposite might happen
Whats occurring?
ADVFN seem to be a unique UK service. I use to be with MoneyAm then they folded.
I have tried LSE but I feel they are not as good as ADVFN.
I have an ISA Shares trading account with IWEB. For the money they are ok.
But I use ADVFN to observe and then trade BT Shares on Iweb. Are there any other sites that offer in the UK share price volumes charts etc information only?
Thanks Butmac.
PS I feel that as a defensive stock BT will rise considerably. Plus they are a good share to trade. GLA
Altice USA’s share price is languishing at less than half its IPO price. Drahi, who owns 48 per cent of the company, is sitting on more than $4bn in paper losses
Analysts said that while Altice USA slashed costs and sought acquisition opportunities, it failed to invest sufficiently in its network and service, causing customers to exit en masse.
Investors are also uneasy about Altice’s exceptionally high debt burden at a time when interest rates are set to rise. Net debt sits at around 6 times earnings before interest, tax, depreciation and amortization
https://www.ft.com/content/94784fe0-aea2-46fb-8055-81808c792b15
I’d say the the 5.31p will be confirmed at q1 results on the 28th July but bt have already stated it’s 7.7p for the whole year previously.
https://www.bt.com/about/investors/financial-reporting-and-news
Mylovelyhorse im looking forward to accumulating more shares with my divi reinvestment , and an extra top up if there’s a dip.
The current strategy under the current BOD and CEO is to increase dividends from half the level they were suspended at. So going forward I’m looking forward to much healthier dividend returns than I got pre pandemic.
Hoping to accumulate for another 6 years. Then starting to take as cash divi from there.
When does the divi get announced?
Ah yeah ,
August divi is 5.31p it’s 7.7p for the year as we have already had 2.39p paid.
If there’s a dip in Bt before Augusts 7.7p dividend, I’ll buy another £2000
Fleccy
I don’t understand why the market does not recognise this as a winning strategy.
Like you I took advantage when price plummeted.
I left several companies as their price rose and % yield became less than I was willing to accept.
Suddenly market has given another chance to get these companies with better yields again.
It’s crazy but you know in years to come you will look back at these prices and grin cos you had the cash to take advantage.
BT 's pricing power bodes well in tough environment says JP Morgan
purely from a macro-driven perspective BT, alongside Dutch group KPN and tower groups, looked best positioned, with the UK group scoring well on both its retail and wholesale pricing power though it fared worst on its wages outlook.
The US bank added it is now looking at a possible upgrade for BT at the tie of the first quarter trading update in July.
Vodafone came out as one of the worst positioned from its analysis, added JP Morgan and especially on cost pressures.
https://www.proactiveinvestors.co.uk/companies/news/980226/bt-s-pricing-power-bodes-well-in-tough-enviroment-says-jp-morgan-980226.html
I like to use up tax free allowances.
The golden age of Buy To Let came to and end, as this explains.
https://www.which.co.uk/money/tax/income-tax/tax-on-property-and-rental-income/buy-to-let-mortgage-tax-relief-changes-explained-atnsv0j6j782
Hello, capital gains allowance and dividend allowance.
I was so happy when the dividend allowance was £5,000 , in 2016/17 and 2017/18.
Sold a Buy To Let in 2016, before the landlord bashing started,
so had the full benefit of the £5,000 tax free dividend.
Even if you go over the £5,000, basic rate for dividend was only 7.5%.
Rental income would have incurred 20%.
For retirement, you have state pension and private pension to soak up the Personal Allowance.
Ideally you want everything to be inside an ISA, but the rest could be positioned to take advantage
of the capital gains and dividend allowance.
I have been musing over the merit of tax credit for marrying ugly women.
There is Help to Buy for houses, for people who cannot afford to buy a house,
so why not an incentive to help getting people married.
It's not so much means tested, more opinion poll tested.
It's equal opportunity, so applicants get their photo put on www.ugly.gov.uk .
If you get enough votes, you get a voucher.
The person who marries you gets the tax credit.
I've recently noticed a ramp up of articles, negatively targetting UK value dividend paying stocks. I only invest in dividend paying "value" stocks, and have seen all of my dividends suspended, and cut, during the pandemic. Another symptom of the Pandemic has seen the value of my investments drop dramatically, from their pre-pandemic levels, so I've also been sitting on big capital paper losses. Some will say my example shows that dividend stocks are a mistake, and growth is the way to go, I've taken a different view.
From the last paragraph, you'd think I'd be much worse on income and capital, but instead of changing my investment strategy, I've doubled down and invested heavily in topping up my stocks. Pre-pandemic, across my wife's and my accounts, we were earning a total dividend income of around £14,000, but over 22/23 we're looking at dividend's just under £20,000, even though the companies we're invested in have rebased their dividends lower. During the pandemic, we've topped up like mad, and we were even showing a capital gain back in February, so our investments aren't that far away from being in the black, and our income is going to be up around 42% of pre-pandemic income. Because our stocks took such massive losses during the pandemic, the top-ups were much less than our initial investments, but bought a large amount of shares, and has increased our total income even with rebased dividends. It's up to everyone to decide on their own investment strategy, but I remain convinced that our strategy is the right one for us.
Anyone invested in Netflix? down 67% since Nov 21 and no dividends.
Cheers Poker for the update....guess what will be will be
"the proposed sell of BT Sport"
there is no sale - they are in discussions with Discovery with the aim that the discussions will be concluded in early Q1 for the new company to be operational later this year......
https://newsroom.bt.com/bt-group-enters-exclusive-negotiations-with-discovery-inc-to-create-new-sports--joint-venture/
I’m expecting good results
Thanks for that....