Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
You should be diversifying and looking abroad nit wholly at the UK banks. Your main sim is to outperform the FTSE, and at present UK banks are going to struggle under our governments policies.
US banks have bounced back and outperformed UK banks.
Look at trend since 2008… UK banks have gone backwards.
And yes, I hold BARC, GS, HSBC & RY.TO in banking for 15yrs in bank sector.
When we’re investing, we’re nit comparing trends over last .month, but over 1-5yrs bare minimum
I will say again, UK banks are held back by numerous factors, mainly from government policies and high yields and possibly the pound.
HSBC
1st march 2019 623p
1st march 2024 613p
GS
1st March 2019 $189
1st March 2024 $388
Royal Bank Canada
1st March 2019 CAD$ 100
1st March 2024 CAD$133
BARC
1st March 2019 160p
1st March 2024 165p
Look at last 5yrs that’s nothing to do with interest rate rises .
KBHomes was on a front footing from 2019… still outperformed 196%!!!! To being down 39% in 5yrs??
So, not here to put a downer on this stock, but can someone explain to me why UK house builders have underperformed US counterparts drastically?
KBHomes has risen 196% in 5yrs ( US biggest housebuilder $5.2bn ) opposed to both BDEV & PSN
PSN down 39%
BDEV down 21%
Or is it just US & UK equities in general?
Iv been in stockmarket since 2002…
Oilies are the same
If we compare some gains here v UK stocks from 1994 to 2023 October 26th
XOM +750% plus dividends( USA)
SHEL 144% plus dividends in that period
BP. 320% plus dividends
CVX. 700% plus dividend's (USA)
OXY. 5800%! plus dividends
Can anyone give us a reason why US oilies are outperforming over UK ones?
Though I have also compared US house builders which have outperformed versus UK
KBH Home ( biggest house builder $5.2bn), has grown 196% in 5yrs since.
BDEV has lost 21% same period of time.
It seems to be all US equities have outperformed !
Why is this?
The US equities do carry a lower yield, like 1.7% for KBHome, and i have pointed this out many times that uk equities are underperforming due to high yields v US counterparts.
Views please..
Thus also applies to oilies as well.
XOM +750% plus dividends( USA)
SHEL 144% plus dividends in that period
BP. 320% plus dividends
CVX. 700% plus dividend's (USA)
Is it the weakness of the dollar that’s aiding this?
I would also like to see what holders views on UK house builders going compared to US Counterparts.
KBH Home ( biggest house builder $5.2bn), has grown 196% in 5yrs since.
BDEV has lost 21% same period of time.
It seems to be all US equities have outperformed !
Why is this?
The US equities do carry a lower yield, like 1.7% for KBHome.
Views please..
Thus also applies to oilies as well.
XOM +750% plus dividends( USA)
SHEL 144% plus dividends in that period
BP. 320% plus dividends
CVX. 700% plus dividend's (USA)
On the quality of builds. I do believe Mctaggart & Mickel are one of the best. Think a US company acquired them?
I do live in a Victorian Red sand stone build from 1912. Would’ve nice to bring these back rather than the paper thin new builds
The concensus by Nasdaq and marketscreener is that DLG will be paying dividend payout this year.
The concensus has been updated twice this yr from 7p to 13p; 2021 they paid out 22.7p.
Sell signal is strengthening. It’s now sitting at 30…
Also it does not automatically rise after ex-dividend either.
There are many factors, and still the RSI is showing weakness, so this downtrend will continue for now.
Ex-dividend literally means you’re exempt to the dividend payout, thus that amount paid out is roughly 4% which occurred on 7/3.
I have noticed in last few weeks the dividend expectation has been revised upwards for DLG from 7.6p to now 13.3p for 2024
https://www.marketscreener.com/quote/stock/DIRECT-LINE-INSURANCE-GRO-22762509/finances/
This is still not a Buy, sits at 53 on RSI.
HSBC as we all is one of most indebted companies in world.
This is one reason this stock is stagnated at this level and is just a cash cow paying about high yield to retires.
In 20yrs it’s actually -1.2% down on SP. Compare thst to Royal Bank Canada +84% plus 4% dividend
Compare against MS +163%
Compare against SOCIET Generale +73%
HSBC needs to rethink paying this silly high dividend and look at sorting debt levels and future growth.
It’s SOLD its Canadian business, that’s a plus, but that’s not going to fix this
https://uk.finance.yahoo.com/news/25-most-indebted-companies-world-155258978.html
C were right along about this being a Sell.
But what would be good, is to see 300p again! Drop the dividend to 6% to help reduce debt and aid growth
In essence this is a badly managed outfit, to have a dividend sitting precariously at 7.7%_8%.
Cuts loom…
Evergreen just went bankrupt and you say China is ok now. That has to be the most naive thing I have read on this board tin awhile.
China is stagnate, China has failed to convince EU and rest of world that it can grow without stimulus.
It will take a lot of convincing that you’re right.
We have China writing on the wall the year they will invade Taiwan too. Are you new to this world or what?
China thrives on secrecy which everyone knows!
Beijing’s approach to governance, which relies on surveillance and control rather than openness requires secrecy. Look at Covid, that’s all forgotten about lol
And to sustain it, the Chinese government suppresses independent journalism, and closely guards the kind of information that democracies freely disclose.
Just saying…
I do hold 2500 here, but am more heavyweight GS and RY.TO,
You can’t anything like as it was a VERY risky plan. who’s to say DLG may not be paying a dividend at all.. nothing is guaranteed
But look at IMB & VODA ..there value traps too
But AGEAS dividend yield i see if it were to offer do a share offer carries 8.8%
This year it actually raised its dividend
https://www.dividendmax.com/belgium/euronext-brussels/life-insurance/ageas-sanv/dividends
So, I’m looking to move my funds from GILD here. But am struggling to understand why the dividend details have not been noted yet on neither PSN site nor dividendmax.
Have they suspended it?
I thought as of 28th Feb it should’ve been announced…?
No, cause that’s the price is closed at 16:30