29 Dec 2020 10:04
Good morning S-i-d-i
Hope you enjoying the day and watching your shares rise to the sky.
Got a nice little covering of snow again today, which makes it tougher day for Mrs CSDI travelling on the community.
I am bunkered down in the office as normal, and the boys merrily snoozing in bed (as normal too !)
Nice start to the day with p/f up approx 2%, just a little behind the FTSE's progress.
Pleased that IMB and GSK keeping up with the FTSE today.
I've been chatting about NCYF and come to conclusion that it needs to go, as seems divi cut is imminent and that may knock the SP down much further - so just need to time my exit as best as possible. Got a replacement lined up with SUPR, which has lower divi around 5.5% but seems as secure as anything arounf at the mo based on Supermarket rents for the big UK's like TSCO, SBRY, MRW etc. This is a fairly new REIT. Might be one for you in the future if you are looking for an income paying share.
Ok - my play time is up - better get back to work ... (sad emoji)
Take care, catch you later
Cheers - CSDI
PS. If it is easier for you to use the mobile just start a new thread and call it "Note to S-i-d-i Pt 2", and we can fill up the BB ourselves LOL