Member Info for driftking27

I will ask my broker what they think will happen over the coming decade with MYI. I might as well call MYI themselves as well?

I would say to you to leave it until end of Aug'14 to review effects of economic changes to fund. I think that's when the $85bn QE ends for USA. With emerging countries going to suffer the most over the next decade with interest rates rising in developed world maybe next year, its a guessing game! Don't sell trust unless you need money, and remember the loss can help offset gains on a profit elsewhere. I'm looking at Berkeley Group Holdings ( #CASH COW ). There dividend yield for year ending 2014, could be close to 6%, and 9% for 2015. That's if trends continue.

Broker Forecasts Year EndingPre-taxEPSEPSgP/EPEGDPSYld % more... 'Broker Forecasts' provides consensus figures based on several brokers' views 2014333.21179.0530.9714.580.47135.425.19 2015372.29185.343.5114.094.01238.309.13 A 9.13& is predicted for 2015!

As this sector is new to me, where would one buy on a dip? I would rather put my gains from VOD ( 45% ) in one sweet move, or would it be better putting my £9k Into BKG in two tranches ( something that has made my portfolio look great. Though, this is not going to plummet with the FTSE when the FTSE goes down? Though I suppose it has outperformed the FTSE so far over 1 / 5 / 10 years. What's not to love, or am I misssing something with the numbers other than dividends? Thanks Scott

2575-2600p seems to be the new target area... http://zolmax.com/investing/equities-research-analysts-ratings-reiterations-for-january-8th-aal-aaz-abg-ama-ami-amm-anto-av-axm-bby/184725/

Your calculations look like they were near perfect with a 7000p sp target based on Earnings and dividend equation you did over a coffee! http://tools.morningstar.co.uk/uk/stockreport/default.aspx?SecurityToken=0P000090RF]3]0]E0WWE$$ALL I don't want to buy into a bubble... Oh, Morningstar states the 90p div will be paid 17th January. Lastly, how would one position this purchase? I have 34 equities/government index linked bonds/Funds/trust with an average weighting of 6.5%. I know about fundamentals, supply is the reason for these price rises in London alone and the rest of the country, plus foreign Russian oilgarch tycoons, but how long does one believe this will continue to aid BKG? ##BKG has a neutral ratin as of 7/1/14## http://www.wkrb13.com/markets/245487/citigroup-inc-reiterates-neutral-rating-for-berkeley-group-holdings-bkg/

I have an in-direct interest in this sector with SREI, not as good as here. Your comment at the end: "..., i would expect the share price rising to over £7 a share within a year.". What do you mean. That the sp will possibly have to rise a further £7? Thanks Would you not want to take money away as this is massively inflated, and maybe move onto another real-estate company or construction company? My tip in this sector has to go to Barratts or maybe take a look at HILS.

Tom Elliot at DeVere (finance consultant) says in Independent (2/1/14): "..This engineering company that provides transport infrastructure has enjoyed strong rally in recent mths, partly due in anticipation of upturn in UK infrastructure spending. Strong management controls and a progressive dividend policy make this a long-term stock to own. He has an interest in it.

Looks like 1300p is no where near the bottom if the current accusations of sector overcharging tween utilities CNA, SSE & co are true, as that would desimate the shareprices. They mentioned in The Times newspaper it could be anywhere like £4bn since 2010, or £150 per household. With this hanging over utilities, this is a no go area until we get clarification.

Todays premium on MYI.A is 9.9%, and MYI.B is a staggering 34%. Data was from The Times newspaper.

happy new year all... BULL CASE FOR IRON ORE miners (mobile) http://m.seekingalpha.com/article/1921011 (desktop)http://www.seekingalpha.com/article/1921011 P.S Vale is the cheapest miner to earnings basis.

My worst 'pick' in funds ( and only I'm afraid ), is TEMPLETON EMERGING MARKETS. bought exactly 2 years ago when 670p. Rio is a cheap stock, but cheap (P/E), as the market possibly knows that RIO has hit the top. I have accumulated RIO for 5years now... I wouldn't sell MYI at this price. I would hold onto mid 2014! We have earnings season starting in 2/3weeks, which will bring another bull run... My broker is Speirs&Jeffrey Ltd.& trading account I have through HL.co.UK Hope you have good year ahead...

great to look and compared trusts & funds. below is an article regarding affects on ASIAN funds/trusts over 2014... http://www.fundexpert.co.uk/research/news,asian-income-for-uk-investors_153.htm

http://m.seekingalpha.com/currents/post/1485291( Mobiles) Or http://m.seekingalpha.com/currents/post/1485291(PC)

http://m.seekingalpha.com/currents/post/1485291 Or http://www.seekingalpha.com/currents/post/1485291

This is a cut & paste from Dec 18th in TheTelegraph.co.uk As a result, th e manager is maintaining a high exposure to quality and less-economically sensitive companies as he is concerned that a correction is right around the corner. “Some considerable time has now elapsed since global financial markets focused on fundamentals,” Stout said. “Wildly oscillating sentiment and policy induced distortions continue to exert significant influence on numerous financial assets, ranging from prices of ten year bonds, emerging market currencies and global equity markets.” “Any return towards more fundamental based asset pricing is likely to expose the fragility of high hopes and expectations that have recently prevailed, thus great caution will continue to be exercised in the current hostile environment,” he added. Stout has managed the £1.3bn Murray International Investment Trust since June 2004.  According to FE Analytics, the closed-ended fund has returned 305.72 per cent over that time and has beaten its composite benchmark – 40/60 split FTSE World UK and FTSE World ex UK – by more than 180 percentage points. 

I believe the rally will continue into USA earnings season starting 16th Jan... So, I'm going to hold on...

OEIC_ I was thinking about THREADNEEDLE's Global Equity income fund. I think its best to only invest in instruments that one fully understands... I read yesterday that Mr Stout is bearish on Outlook on economic bull market, and has positioned his fund MYI likewise. Last time I looked, he had RIO INTO as a top10 stock? I being 34, and having invested for nearly 16/17 years, which funds / trust do you have an interest in? Mine; TEM MYI ATST CLIG SMT HICL NEWTON GLOBAL HIGH INC M&G REC STERLING A ACC S&W SHORT CORPORATE BOND B ETF ISHARES FTSE100 INVESCO PERP HIGH INC. MURRAY INCOME PLUS many equities... All the best.. Scott

I was lucky to buy into the rights issue in 2009, which helped. I tend to have a LONGER TERM view, and think more about the emergence of the metropolis cities in China, that will one day be the largest economy in the world. Thou, my portfolio is maybe too diversified... I have 34 stocks in investment account and 13/14 in trading account...

Wonder what fund managers will be doing come next week? Mr Stout ( fund man at MYI ), is very bearish, but his fund has done very well outperforming many indexes, like 328% since launch in 2003. Thou other fund managers are bullish... I think next week I may split my holding in two, and invest other half in an OEIC.