Member Info for driftking27

That spoke today of 3-4% gone.

It was from RKT buying 70,000 shares yesterday I believe. Nothing on news lines

But the catch is BATS didn’t plummet as much as IMB have over the last 10yrs or so..

Been here since 2011, thinking on moving it from IMPERIAL TO BRITISH Tobacco.

My reason, I believe ( I’m not a smoker though ), that they are better suited to future ahead not just based on tobacco products.

Plus 20% higher yield 5% to 6%.

Though the earnings payout is the catch at 147% to pay that 6% divi.

Views

Don’t do it, wait until the budget … you never buy on any day, you buy chunks on down days, it’s gone between 215-260p last yr, you’d be better waiting for 220-230 to consider.

Remember the saying

When others are fearful be greedy

When others greedy be fearful.

Do t buy just because someone says buy as it has a 8% dividend.

Those shares do nothing but flounder for a long time, then get a much needed shock with a chop.

Be ware., this stock has needed a reality check and reduce its yield by 50% at least.

Truth does hurt

What iv been doing in last few months and month ahead

Bought & buying more

( July )

AIRBUS

( August )

LOCKHEADMARTIN

RIO

( SEPT )

UNITEDHEALTH CORP

(OCT )

MYI (pending)

ABDN (pending)

We top up on extremely bad news, let’s say a reverse back to 155p-160p is possible over next month or two maybe . But don’t sell at a loss.

The key to investing, is to DRIP feed don’t just throw all your savings at one stock.

Good luck though.

Been here since 2004

The last six broker analysts have all downgraded L&G, one of whom (RBC) cut its PT to 200p start of September I see.

What took them!

Owning this woke stock is for the birds it’s doing nothing, just like Vodafone before it totally lost it…

Hope I’m wrong, been here hoping like you lot too, since 2010

Could be best FTSE play along with ULVR.

I’m out on BAE and into LMT.

Think the FTSE will always be poor for growth. It won’t change under any government.

Bought some dirt cheap UNH alongside purchases of AIRBUS & MERC.

Looking to next year is our best plan..

Dividend should have been cut years ago, and cut in half. Its payout is not sustainable. Said it for years, as this share does nothing.

Need to cut the dividend if it wants to grow . It’s far too high to aid growth..

Well done on your gains though!

Based on earnings growth GS rates there forward PE 2026 at 15x

That’s 2000p

So I wouldn’t be touching this until next yr.

it’s a sit and watch tariffs take effect over next 3months or so

Most are here to see this catch up with US counterparts on growth.

That may never happen due to faltering CH numbers, and also the FTSE effect too.

My average yield to cost basis is 9.4%. I’m not selling anytime soon. I’m here another 5yrs with hope new government in few yrs time, end to wars not sure about that, and better times might just help HSBC get a kick higher to 1100-1200p it’s true value

Steady eddy’s is not always best!

Remember the stalwarts VODAFONE, DIAGEO, GE, these Mammoths hit bad times due to debt and are now fallen graces UK & USA.

There are many other steady eddys. Dont be complacent

Something a few of us have pointed out over the last 4-5yrs.

The new generations are consuming less.

Numbers from BUD / COORS are showing this more

https://finance.yahoo.com/news/americans-arent-drinking-anymore-alcohol-giants-are-scrambling-to-manage-the-fallout-203502516.html

I know this is beer / lager, not spirits, but numbers are dwindling, just like what happened with smoking .. it is what it is.

Maybe they have to branch out to sports nutrition branding too

US banks have not cut dividends, as they have been pared to h th e S&P average of 3.5% over that period only for now have they started to dramatically increase their payouts.

Unlike UK payouts been wrong in my view to expense of growth.

FTSE divi average I’m sure has been 4%.

But I believe US investors are waking up to fact UK is dirt cheap and they should be buying more shares in UK stocks listed in NYSE?

Doesn’t include dividends

These results below exclude dividends

Compared to US banks defo over 10yrs av

HSBC 82.5%

JPM 359%

GS 281%

RY.To 160%

LLOY 10.5%

BofA 200%

UBS 89.50%

BNC 82.5%

DB 37%

Looks like those who sold few weeks ago be kicking themselves as we’re back at sane SP 964p.

Bought some LMT and AIRBUS & sold BAE in June… all good here.

GS still best financial powerhouse for me over 15yrs…

What’s everyone else’s???