Member Info for driftking27

I agree wholeheartedly with your sentiment.

UK ftse listed companies have had to wrong idea of paying 5-6% dividends to their peers across the pond whom have grown twice what our FTSE constituents have.

I hold 9 US, 2 SWISS, 1 Canadian stock in my portfolio.

This and IMB have let me down massively, VERT, TSM, GS, MA have done me proud.

Going to add DGE maybe on a dip.

Gla

LSE. You need to have the dividend number zero’s

It currently stands at 22.70p for 2023. Direct Line have suspended the dividend payout this year until further notice.

They could buy PXD. Looks so cheap and has great assets in Permian basin!

Taking a step back and going back -2mths.

I was one whom reminded people about stocks & shares with YIELDS over 6% were rather risky investments.

I’m guilty of buying some like DLG last yr, and also IMB 7yrs ago.

Can anyone hazard a guess if DLG could reinstate the dividend next yr at all?

Iv tried to read through articles but no updates …

GS have a 180p PT I see.

Copper (-1%) & IRON ORE (-3% ) down overnight is reason for drop.

Read an article by Barclays and also another by Citi, saying dividend could and may well. be rebased to 60p for 2023 to help finance future renewable projects.

That means after the EPS increasing, we’re losing out again.

Though, i suppose any company that pays out income at anywhere near 6% it’s always going to be under scrutiny:-(

So 60p would imply a dividend yield near 3.5%

I will reiterate along with a couple of others whom have stated this.

VODAFONE is a value trap.

Dividends around 6% are in danger of failure cuts going forward. Has happened before with VODAFONE, will keep happening.

Not been on here in over 10yrs.

I vaguely remember nearly 10yrs ago, before split SOCIET GENERAL brokers put 100p on Vodafone. They were so right.

VODA is another awful HIGH Dividend ftse stock, like BP, SHEL, DLG, STANDARD LIFE.

That rule of any stock hovering at 6% is trouble IS SO true ..

I’m just holding, have been since 2005 ( 13410 )

Be better selling maybe and put into an investment trust?

A lot has to change. I got one think Vodafone needs a CEO from outside, not to be promoted from finance ..

Over the last 5months Iron Ore has gone from $80 a TON, to $130 in Feb to $106 today. The so called China reopening news doesn’t seem to be going the way analysts are expecting this year, hopefully turnaround will materialise next year.

I also read on another matter about European Gas Futures by Goldman Sachs.

I take this with pinch of salt.

Gas futures for delivery in November could well triple from current price €35.

Theory is based on lower prices occurring now to that of December 2022, people will be starting to use more, thus driving up prices, on top of storage of LNG being severely limited.

Hope there so wrong

For your eyes only

https://www.fool.co.uk/2023/03/12/heres-the-rio-tinto-dividend-forecast-for-2023-and-2024/

&

https://www.ajbell.co.uk/articles/investmentarticles/259396/ftse-100-dividend-forecasts-slide-amid-uncertain-climate

GS and ANZ have already stated thst dividends from these two miners will be lower for next couple of years from here seem on AJBELL graphs

If you do your due diligence you will find out the payout will be around about 6.5% yield todays price roughly. There will be a cut to Julys payout too which has been factored into this calculation

There are many places , posted links here too showing US & AUZ analysts expectations

Good luck.

Support is at 45-47.

On this note this morning First Republic bank has just been seized by US Feds and sold to JPM after collapsing .

There may well be more to come, so i would tread carefully. Wait and watch the VIX is my clue

difference between you and i, i have been an ‘ investor ‘ since 2003. You sound like your a neither trader nor investor and just starting out.

One tops up on big dips, something iv been doing all along, and enjoy the ride. You on other hand sells at a loss so i can get them cheaper.

The worlds best investor once said: Be fearful when others are greedy; Byt be greedy when others are fearful.

Hopefully you will learn.

Best of luck going forward !

The buy signal from graphs was below 4999p anyone topping up with small amounts?

My weighting is around 7.5% have 295, what’s everyone else’s weighting in there portfolio?

The RSI jumped from 32 to 54 now. 70+ is a dead sell

https://www.fool.com.au/2023/03/10/heres-the-bhp-dividend-forecast-through-to-2025/#:~:text=Based%20on%20the%20current%20BHP,5.5%25%20based%20on%20current%20prices.

watch this along with RIO over next month and see what happens. Graphs were not wrong when i noted both would drop if the cliff start of March.

Look at October lows.

#WATCH

GLA

EPS to drop similar to RIO, but will be held up being more diversified.
Earnings will continue to fall throw to 2026, BUT not as heavy as RIO.

This is my broker Rathbones has found to be true as well last year, and so far are correct.

GS, BAC, DB all suggest a yield for 2023 being around 5.5%.

https://www.fool.com.au/2023/03/10/heres-the-bhp-dividend-forecast-through-to-2025/#:~:text=Based%20on%20the%20current%20BHP,5.5%25%20based%20on%20current%20prices.

RIO has to step up and improve its Earnings analysts suggest at ANZ and a few others.

Dividend forecasts are to slow down further y0y.

Just watch how you weigh this holding.

https://www.fool.co.uk/2023/03/12/heres-the-rio-tinto-dividend-forecast-for-2023-and-2024/

I believe BHP is looking better going forward as it’s commodities are spread further than solely on ICE Iron Ore

https://www.msn.com/en-us/money/savingandinvesting/bhp-tends-to-win-as-an-investment-pick-over-rio-tinto-wealth-management-firm-says/vi-AA1a8fvD

i did warn you all it would drop off the cliff eh!

But, we just top up at the bottom whenever that is . simple

On the LIVE DALIAN IRON ORE Futures they’re estimated to continue to drop from here to September.

815 bps to 635 bps

Think the news also about FIRST REPUBLIC BANK IS NOT GOOD either.