Member Info for driftking27

Results okay, just wonder how long the dividend can be held at this level... On a brighter note, remember that a Qatari fund has a big holding here and historically, twice had had rumours they'd buy them oit...

As someone else has said before, its not all about China!!! Look at the utter mess of the middle east and parts of India that's needs new buildings and Africa... Just food for thought. Take another 5-10yrs view here and everyone might just do well. We all hope!!

Looks like I'm out here before everyone else starts selling into interest rates rising. Though one to rebuy!!

I have 2 questions for here... Why is it that the last news update (success / troubles ) dates back to March 27 2013 for Merchants Trust? Lastly, with a dividend yield over 5 for a trust and also has a discount NAV why is it not being talked / mentioned in any periodicals iv come across. I just picked it out when going through the FT. I have just bought ALAI 2 weeks ago, hold MYI, MIC, TEM, Threadneedle GloBal Inc, Newton Global Income and STS.

Just found details of the 20p SD http://www.dividendinvestor.co.uk/?chk=3cb331447096330&symbol=GSK&submit=GO

So, just wandering what weighting everyone has BRCI or will have come another drop in s/markets come new year? Most of my IT and funds are around 4.5% now having having bought many more stocks in the last quarter. The only risk can see is with the dividend coming under pressure... Or am I wrong. I own ALAI which is biggest yield alongside LRE which offers a S.D every year both around 7.4%

Sorry.

So, just wandering what weighting everyone has BRCI or will have come another drop in s/markets come new year? Most of my IT and funds are around 4.5% now having having bought many more stocks in the last quarter. The only risk can see is with the dividend coming under pressure... Or am I wrong. I own ALAI which is biggest yield alongside LRE which offers a S.D every year both around 7.4%.

Agree with your sentiment on BRCI, and we also have the big possibility of a dividend cut at BHP in short-term due to falling eps (BHP's EPS of 40p for 2015!). I hold ALAI, TEM, FRCI, STS, MYI, MIC, Newton Global Inc, Threadneedle Global Inc.

I looked at this back in 2013, look where it is now. This trust fund currently trades at a 5.91%, though it has a dividend of 9%+, wouldn't touch too risky. http://www.hl.co.uk/shares/shares-search-results/b/blackrock-commodities-income-it-ordinary-1p

Go and have a read about oil stock volatility. You would better to look at defensive plays at this time, like pharma sector, consectionary & food producers, plus utilities.

Mmm, either your being funny, or you don't understand the consequence of rising interest rates in USA ( which might 'actually' happen Dec ) on $ related commodity stocks... Atb.

...RDSB is cheap for a reason! DONT be fooled into buying this just yet.

...Then its a good time to buy...haha!! Will be buying some over next week, after I decide to sell my stake in IMT...!

Dec 23rd is the deadline for the BALL merger, so I'd keep all eyes n ears open as much as possible... Anything can happen, especially with s/markets volatility if your not accepting deal, which I'm not, so I'd be lOOking at 555-560p to sell and move on. 628p is 15% premium to todays price... Or so.

I have many funds and trusts amongst my stocks itself. I recently bought ALAI start of last week, wonder if I should buy this one, having recently seen that Blackrock have changed the weighting ratio's with reducing VALE holding out of top 10%. If I were to buy here it would be with a 190% gain from IMT. Or should I use it start a position in ADN... It would be a LONG position I would take like 10yrs. I know there are many hurdles on this, and unsure how risky this fund is compared to where it was maybe last year? Views would be great...

Something we've been to see in black and white before which will help towards the santa rally... 580-585p and I'm out... DEC 23 -- U.S. drinks can maker Ball Corp to acquire British rival Rexam Plc (notified June 15/deadline extended for the second time to Dec. 23 from Dec. 9) JAN 13 -- U.S. packages delivery company FedEx to acquire Dutch peer TNT (notified July /deadline extended to Jan. 13 from Dec. 8 after the companies asked for more time)

IMT, BATS, and ULVR got a BUY rating as these stocks have hostorically outperformed the xmas rally or at least gone with the rise... What about DGE as well!

On FTSE miners. Rio is winning hands down on earnings front. If you look at BLT you will see the steady decline from 2014 (150p-40p EPS). http://tools.morningstar.co.uk/uk/stockreport/default.aspx?Site=uk&id=0P00007OTS&LanguageId=en-GB&SecurityToken=0P00007OTS]3]0]E0WWE$$ALL RIO on otherhand has been powering ahead. Has it been due to having less exposure to oil that BLT have? EPs to continue to grow this year and next rather than decline with BLT next year before a small rise for 2017. Its a gamble as one person says with global recession a big probability next year... DRIP feeding is best idea with every stock.

Having had a look at the last 3years EPS, then the 2015 figures (40p from 150p in 2014), things aint look great for the dividend. http://tools.morningstar.co.uk/uk/stockreport/default.aspx?SecurityToken=0P00007O0M]3]0]E0WWE$$ALL Estimates for 2016 at 36p. 2017 50p. Dire!