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To achieve an above average dividend yield, with long term growth in dividends and capital ahead of inflation, by investing principally in global equities.
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Edinburgh investment Trust & Murray International Trust have been voted too picks for Investment trusts in 2019. https://www.hl.co.uk/features/investment-ideas-for-2019?cid=halDM51593&bid=225016025&e_cti=4418456&e_ct=T&utm_source=AdobeCampaign&utm_medium=email&utm_campaign=EI408_Investment%20ideas%20for%202019_Shares&theSource=EI408&Override=1#tab3
Looking good for dividend growth 8% yoy
Bought 1000 more today. Trades at a 1% premium, and this could widen with time again..
On 13th March, MYI announced that they will be suing a final dividend of 16p up from 15p in 2015. This means full year payout is 47.5p.
Just seeing that I made good shout on this fund back in January when it reached a bottom. That was luck... Now, what do we do now that we've gained % from that climb?? MYI is now just barely hitting a premium today around 1.5%. Still a buy for newbies...
http://citywire.co.uk/money/buy-murray-international-as-value-comes-back-in-style/a881404?ref=citywire-money-shooting-gallery-list (I also bought some today, before I read this just now, but for similar reasons.)
Bought 1277 At 774p today on my already 1600 at 721p from 5years ago or so. Hope bank results this week in US give markets a bit of confidence...
First default of 2016...Puerto Rico to someone and Ukraine to Russia...
believe that this is the year for them to be on the January sales and must have some for 5-10yr time frame. Though only money I can't risk losing. Though, does anyone think you would be better of buying MYI rather than ADN? I think this year will be a blah year, when alternative assets proved the best bet. The best chance of good money in stocks and bonds, as I did a year ago, might be a gentle shift towards the stocks that look cheapest - in emerging markets. It didn't work last year, but I believe it will this year, as they are even cheaper, and EU assets are cheap, while US assets are no less expensive than a year ago. 7/1/15 MYI goes ex_dividend for 0.105p
31/10/15 MYI holdings: ASUR BATS TAIWAN Semiconductor UNILEVER Indonesia PHILIP MORRIS TAIWAN MOBIL NORDEA ROCHE FEMSA SING TEL TELLUS PEPSICO TOTAL VERIZON ZURICH INSURANCE DAITO JNJ KMB Mexico RDSB PUBLIC BANK Coupons Venezuela 5.75% redempt 26.2.16 Petroleos 5.5% redempt 27.6.44 South Africa 7% redempt 28.3.31 Brazil. 10% redempt 1.1.17 Bharti. 5.125% redempt 11.3.23 Indonesia. 6.125% redempt 15.5.28 Indonesia 7% redempt 15.5.22 Petroleos. 5.25% redempt 12.4.17 Hypermrcas 6.5% redempt 22.4.21 Vale Ltd. 6.875% redempt 21.11.36
As of 31/10/15 MYI holdings: ASUR BATS TAIWAN Semiconductor UNILEVER Indonesia PHILIP MORRIS TAIWAN MOBIL NORDEA ROCHE FEMSA SING TEL TELLUS PEPSICO TOTAL VERIZON ZURICH INSURANCE DAITO JNJ KMB Mexico RDSB PUBLIC BANK Coupons Venezuela 5.75% redempt 26.2.16 Petroleos 5.5% redempt 27.6.44 South Africa 7% redempt 28.3.31 Brazil. 10% redempt 1.1.17 Bharti. 5.125% redempt 11.3.23 Indonesia. 6.125% redempt 15.5.28 Indonesia 7% redempt 15.5.22 Petroleos. 5.25% redempt 12.4.17 Hypermrcas 6.5% redempt 22.4.21 Vale Ltd. 6.875% redempt 21.11.36
As Murray International still has bonds(Venezuela, Indian, Brazilian bonds), and with goverments possibly going to stop buying em, this presents a problem... http://www.murray-intl.co.uk/itmurrayinternational/ Think this is a BUY longterm, short term not really sure until next month...
Iv looked closer again at MYI, and noticed that after Alliance broke and rose since start of year, MYI has gone in opposite direction. I see support at 820.56p and 830.4p has resistance. From this, I see it falling back due to strength of sterling, and until that slows down, the sp will be hurt. Maybe a good watch is after ex-div date 7th Jan. I'm on the wall for 2weeks and see what the new year brings...
The sp has dragged lower since December. Though I wonder if its time for a clearout at Murray International? I will be buying more for sure here if it drags lower towards 650-700p anytime next year...
Views... I hold Funds and trusts, over the longer term I read somewhere that IT outperform funds. Is this largely true, or a load of baloney!! Lol Iv got many funds on my watch list I like look of from Top150 report from HL: M&G Global Dividends Newton Real Return *First State Global Listed Infrastructure Inc HSBC American Index *Artemis Strategic Bond Artemis High Income Or should load up on MYI on the next big dip that is not far away with rising US rates. I can afford to take risk, have £10-15k to use and taking a longterm view (10yrs). *Like the most
Time to buy more, just what I was thinking about last week before I find this article http://www.trustnet.com/News/631478/aberdeens-stout-where-ive-been-putting-murray-internationals-cash-to-work/3/1/
http://m.citywire.co.uk/money/investment-trust-watch-murray-international-going-cheap/a827142 I would look to top up ere again around 820p, or watch next ex-div date...
Murray International has a gearing of 18%. I have held STS since 2005, then sold 2011. I have held MYI since 2009 along with many others, recently bought ALAI. Would anyone buy more Murray International on further market dips? I am also looking at STS as its gearing is today 9%, with 3.79% dividend.
Could this IT have the dividend trimmed at all? Its looking rather high on a historical level to NAV.
Just checked the NAV today and is down 3% to NAV of 864p. http://tools.morningstar.co.uk/uk/cefreport/default.aspx?SecurityToken=E0GBR00V37]2]0]FCGBR$$ALL Next ex-div date is 7/1/16.
http://www.morningstar.co.uk/uk/news/144058/top-10-investment-trusts.aspx MYI, CTY, SMT are in top 10.
If you look at MYI holdings it has growth written all over it. I have 2 tranches, and I see no harm in adding a 3rd. Plus side its a defensive trust with little interest in oils & miners. This month we see a discount to NAV for the first time since...2013, of 2.06% ************************** As at 31/10/15 Grupo Aeroportuario del Sureste SAB de CV ADRMexico 5.12% Taiwan Semiconductor Manufacturing Co LtdTaiwan3.73% PT Unilever Indonesia TbkIndonesia3.58% Philip Morris International IncUnited States3.51 Taiwan Mobile Co LtdTaiwan3.38 British American Tobacco PLCUnited Kingdom3.25 Nordea Bank ABSweden2.83 Fomento Economico Mexicano SAB de CV ADRMexico2.79 Roche Holding AG Dividend Right Cert.Switzerland2.77 Singapore Telecommunications Limited The dividend has grown from 28p to 44p in 6yrs.
Good evening Chazzy 2. Yes I see your point. It is a lot more difficult to "bite the bullet" and get out than it is to buy in. Fortunately I have quite a bit of profit for taking and I started this morning. Many thanks for your good wishes.
Yes I appreciate your situation. I think markets will fall quite a bit further over the coming months dragging MYI down further. It's the weakening Chinese economy and its recent currency devaluation which has struck alarm bells, particularly in the US market which is heavily over-bought and seeing substantial falls at present. Maybe sell some of your holdings and buy back in a few months. Just a thought. Good luck anyway!