eccles04. These are my thoughts exactly. Very hard to keep a cool head when all around are losing theirs.
So LGEN is the worst in my PF in regards to the highest PE and lowest dividend yield and cover. But today i have witnessed complete and utter madness with MNG, PHNX, DLG. The most attractive to me as a buyer at this point being MNG. 9.15% dividend yield covered by 2.44 times earnings and a PE of 4.5. All this yet there are some thick 5hits selling stock.
WHY WHY WHY. Where are you going to put your capital ? In the bank at 0.01% with inflation at 5%. I have a PF built around dividend now and value stocks. All PE is below 12 and dividend yield average is 7.6%. Minimum cover is 1.2.
What is that all about ? everywhere is red and 2-3% ? Why ? what happened to make the market think that these companies performance, high yielding, well covered and consistent dividend paying low PE stocks have further to fall. Its mental. Absolutely mental. Who is making these markets ? a complete bunch of idiots that cant smell and see value when it smacks them in the face.
Maybe they are cashing in and putting the money in the bank. Who knows, i am sticking with the plan of accumulating when the prices are low and the dividend is high.
Capital raise for pipeline projects20 Sep 2021 07:17
All makes sense to me why capital is needed. Unfortunately for me I cannot buy through primary bid in my ISA. Will the SP drop to the offer price? Is this the normal for investment trusts or is it seen that the current price and premium to NAV is where GSF is valued. A little different to stocks I guess ? I will be happy to buy from the market at 107p if the opportunity arises. Makes the dividend look attractive.
Enough is enough for me. KIBO being the final straw. I am out with my 100% profit. Could have been 500% but the last 8 months has killed it. Best of luck all. Great product just seems to be taking an age to get any manipulation size projects into the market. Best to luck all.
I have just added anther 3250. Thats it for now as the MACD looks like its going to turn negative which could result in a lower price. At which point i will add again.
I am also looking at GCP Infrastructure but holding off at the minute until the remianing September Divis are paid out and i can add them to cash from share sales today. I have held BP for a while and today sold at a 4% profit. I cannot understand why they are priced so low but for some reason the market will not let them rise. If they drop back I may re buy.
I also hold IMB and BATS. Plus MNG, LGEN, PHNX and DLG. The thorn in my side is POLY at the minute. So much to offer yet the market again hates them ???
I have a high risk PF which I am gradually selling down to much longer term slower moving divi paying stocks. 24 years short of 68 years old yet but if the dividends can reach my current take home pay it will make life a little more comfortable.
James, thanks for the response. I have always been put off by the OCR of investment trusts but have just called HL and they told me that any charges are in the NAV and reflected in the price. Therefore effectively there is no charge to be taken.
I am gradually moving into investment trusts as it gives greater diversity in the portfolio. I also hold NESF and looking for some others with a good dividend which is, where possible covered by earnings and perhaps trading around NAV.
Any opinions would be appreciated. I always look into my investments before buying so no advice required. Just interested to see where else investors are putting their capital.
Why would urban airports buy a fuelcell when the whole thing is at a very early stage. This is the future of carbon free travel. The AFC fuel cell system will enable this development of urban hubs across the world without the need to modify the grid power. This gives a glimpse into the future and will most definitely lead to sales but in years to come. Its EV charging power systems we could expect to be selling first as well as genset replacement. They are needed now.
Don't post much these days but now coming up to 12 years of holding. This is again painful. Yes I am in profit but no I am not entirely happy that we are again without any updates or positive news for the shareholders which will positively affect the SP. I've waited this long so a bit longer isnt going to hurt but I do have a cut off and limit to what I can take. So much potential but as yet very little delivery.
GET A MOVE ON NOW. THE WORLD IS CRYING OUT FOR CHANGE. AFC HAVE THE PRODUCTS NOW FIND THE BUYERS AND SELL THEM
That's howni am doing it Nervous. Taking the dividends and selecting where to buy based on value. I tend to look at the PE, yield and divi cover then the RSI and MACD to pick a low price for a stock. I felt I had played this quite well. My PF yield was over 7% and my capital was up 10%. Now, due to the smashing of anything good in the FTSE my capital is at a 1% loss but I have more than covered that in dividends. However, I don't need the capital and will keep with this approach and intend to ignore the market noise and buy the stocks at the lower prices. The ones that offer the best value based on fundamental and best entry based on technical. Its frustrating seeing capital being eroded but I cannot see why its happening. When PEs ate sub 10 and yields are above 7% covered by 2 x earnings in most of my PF it kind of tells me that the performance is good enough to retain the dividend and the SP is low based on earnings multiples. US norm would be more like PE 20 and yield of 3%. That would see some UK stocks at 50% of US values.
And the FTSE has dropped because of ? Its all BS. The businesses that make up the FTSE are doing OK. Much better than the FTSE would have you believe. Its now becoming a casino like AIM.
I said yesterday to pay a dividend with a 9% yield covered by nearly 3 times earnings and a PE of just above 4 something is misplaced with the SP.
Double the SP and the PE still sits below 10. The yield drops to 4.5%. However with the dividend cover MNG could afford a much bigger return to investors.
There are some truly magnificent value stocks appearing lately. Perhaps too good Its putting investors off. If you can stomach the current market then sit tight and ride it out. Keep adding where you see value.
Using PE, dividend cover and yield gives me a good indication of value against earnings. SP dropping equals greater yield and reducing PE.
I am really struggling to make sense of this market at the moment. The FTSE 100 companies have demonstrated they can perform and return to shareholders earnings per share at least 1.5 x dividend. Price to earning ratios of all my PF is under 10 with the exception of 2 stocks which sit at 12. Dividend yields have an average of 7.2% across the PF yet the SP is dropping and actually improving or making these stocks look even better buying opportunities. Very confused investor at the moment.