Member Info for Paul2566

It would appear the excellent results and dividend were already priced in by the market.
I can't see my portfolio being without RIO, its a keeper and one of my larger holdings at with 442 shares.
Being a cyclical stock I will be adding more on any downturns, but for now I'm happy to hold at my average of £45.9140.
I do wonder if it will expand its lithium production, as this would appear to be a desireable commodity going forward.
I've seen a quote of £3.5232 combined final/special dividend to be paid on 21st April, but have yet to confirm that is accurate.

The sanctions announced by Boris are weak to say the least, I doubt they will worry Putin let alone BP.

Strange drop today, I can't see any reason, so I would suggest its just a blip.
I really can't see the Ukraine issue being the culprit.

Its hard to call, but if you remove emotion, and rely on reason, I think its unlikly the SP will fall far if at all. In fact the current price movement would indicate the oposite.
I simply ask myself 2 questions, why did I invest in this stock and has anything changed within that company.
I can only answer for myself and your circumstances may differ, but for me to sell now would be foolish at best.

Anything that puts Boris in the shadows is a godsend for him I suspect.

mizman
I think you miss the point of the article.
Very few large scale conflicts have started because leaders desired a war at scale.
Putin has over the years diminished the effect of the 1987 nuclear weapons treaty which in basic terms agreed that nuclear weapons would be used on another power only if they were under immediate threat of nuclear attack, i.e. a nuclear ICBM had already been launched.
Putin has stated nuclear weapons would now be used if conventional forces posed a real threat to Moscow.
Russia cannot win a conventional war with NATO, Putin is well aware of this. It is proposed that Putin views NATO as the threat to Russia, and his aim is to effectively cause NATO to break up.
If he can demonstrate that NATO is unwilling to become directly involved this may cause article 5 to come under question, although of course in truth article 5 does not apply directly to the Ukraine.
Putin is gambling that he can push hostilities right to the edge, and NATO fearful of any escalation will not react.
The problem is since the end of the cold war the lines that determine where that edge is have now blurred, and if Putin missjudges where the edge is a retaliation could escalate out of control.
In September 26, 1983, a Russian lieutenant colonel named Stanislav Petrov was overseeing the Soviet Union's missile attack early warning system. If he caught an American attack as soon as it crossed his sensors, it would give the Soviet leadership about 20 minutes of warning time. Five hours into Petrov's shift that night, something he had never encountered in his 11-year career happened: The system went into full alarm. The word "LAUNCH" displayed in large red letters. The screen announced a "high reliability" of an American ICBM barreling toward the Soviet Union.
Petrov had to make a decision, and fortunately he made the right one, but it was an error that no one planned that could have easily gone very differently.
Its a fact anything made can break/fail, and humans make errors, in these times its not the intent to start a war that concerns me, its Murphys Law.
I suggest you read the piece I mentioned, its one of several I've read, but sums all of them up very well, I thinka copy can be found on vox.com.

How World War III became possible, a nuclear conflict with Russia is likelier than you think.
A piece written by Max Fisher in 2015, is proving to be an eerie and sobering prediction of current affairs.
Putins plan to break NATO makes these the most dangerous of times since the Cuba crisis.

How World War III became possible, a nuclear conflict with Russia is likelier than you think.
A piece written by Max Fisher in 2015, is proving to be an eerie and sobering prediction of current affairs.
Putins plan to break NATO makes these the most dangerous of times since the Cuba crisis.

A nuclear conflict with Russia is likelier than you think

A piece written by Max Fisher in 2015, is proving to be an eerie and sobering prediction of current affairs.
Putins plan to break NATO.

robleo
I retired about 3 years ago with a final salary pension, and a tax free lump that I used to substantially increase my portfolio. I have another 7 1/2 years till I draw the state pension. I have been investing in stocks in a small way for about 25 - 30 years, but at this stage in life I find myself quite risk adverse when it comes to investments. I have considered some managed funds, but I don't like the idea of someone else making my mistakes for me, and goodness knows I've made enough of them. The number of different stocks I hold, I feel reduces that risk to some degree, and while I may not beat the returns of some managed funds, I do beat quite a few, and generally do far better than unmanaged funds. I currently re-invest all profits, and plan to do so for another couple of years. At that point I will start to use the dividends to bolster my pension. As I stated I do like the business model of PHP, and intend to start buying the stock in £1000 lumps as funds become available, or in bigger lumps when I sell other stocks. Over the next couple of years I will probably reduce my holdings to around 10 to 15 stocks. I transfer money to my wife so we can max out 2 ISA accounts but its going to take a few years to get everything from the BED accounts into the ISAs. My wife also has a BED account to max out the cap gains allowance and dividend allowance, and keeps tax to a minimum. I plan to have those 10 - 15 stocks as lifetime keepers, so when I'm gone my wife won't have to do anything but take the dividends.
The way MNG is running at the moment I think it looks like one of those lifetime keepers.

robleo.
I hold AV., DLG, ADM, LGEN, and PHNX in insurance.
I also hold PLUS, but may sell those in April/May, depending on circumstances.
In telecoms I hold AAF and VOD, AAf has played a blinder for me.
Mining, RIO as the main investment, with a small play on BHL and KOD. Careful with BHL and KOD, still early days and lots can go wrong with miners, so neither exceed 1% of my portfolio at the moment.
MNG, as you may guess I'm really keen on but at 5.17% of my portfolio, I'm reluctant to add more, but you never know.
Renewables, I have SSE, TRIG, UKW, and GLO.
Banks, LLOY and HSBA.
Utilities, NG., and UU.
Also GSK, and ULVR, although I'm losing interest in ULVR.

On my active watch list are USFP, ZNWD, RR., ABF, BHP, and PHP. Of those I'm leaning towards PHP, which looks like it could be fairly stable in what is likly to be an unsettling time over the short to medium term.

So nothing very exciting I'm afraid, but overall I do ok.

I've held this stock for a few years and it has served me well, I don't think you can go far wrong below £2.80, and anything below £2.50 is a gift. To be clear I really don't think you will see £2.50.

Nothing available yet, we should know in about 6 days, although I'm expecting 8c, maybe a little more.
I don't believe it will be much less.

I believe they have a lot in the pipeline, and I think the impending split while it may cause short term pain will be good over the medium to long term.

My average is £2.9181 (inc costs/taxes) and its already overweight in my portfolio as it is 7.2% of my portfolio.
I do like this stock, however I'd only add more below £2.90, which I seriously doubt is going to happen, but at that point it becomes too cheap to ignor.
If it wasn't for my current holding, then yes I would consider adding more, although in the insurance sector there are a couple of stocks that looks better on paper at the moment (which I also hold). If you look at the dividend, dividend cover, PEG, PE as an overview it can be found.
DLG is however a good stock to have in the mix.

The BOD come over as very competent.
Because of the nature of this type of stock I'm only lightly invested at the moment, but I think its an exciting prospect, and as it de-risks I will most likely add more.

The recent unpleasantness and ongoing uncertainty, sadly reflects the instability of peace.
I don't see defence spending being reduced any time soon.
This is a stock with a very good defensive moat, and long term contracts.
I believe its a good stock to have in the mix, especially if the financial markets take a significant downturn.
If you can pick this up below £5.80 its worth consideration and below £5.30 I think its a bargain too good to miss.

I'm hopeful, the financials look good regarding PE, PEG, and Div cover.
The div is a little lower than I would like, and could do with a bump up by 0.3% or so, and the ROE is a little lower than my ideal.
I think this is a good stock to have in a diversified portfolio, and looks a relatively safe long term hold.

There is a lot of competition in this sector, however ADM has been kind to me over the years, but the SP is a little lackluster.
Worth holding for the dividend at the moment.

I also added today, another 1923 shares at a shade under (2.16 inc. costs/tax).
Total holding now 8228 shares at an average of (1.9928 inc. costs/tax).
This is purely a dividend stock for me, I have growth elsewhere.
The numbers on this look good, (approx figures) Div 8.51%, Div cover 2.4x, ROE 20.5%, P/E 4.84%, Plowback ratio 58.9%, Growth from plowback 12.58%. The PEG is a little higher than I would like, but with the other financials I feel it can be ignored for now.
On the list I maintain for stocks held and on my watch list, there isn't one showing better numbers.
Personally for me it's a no brainer to have it in my portfolio. If it wasn't 5% of my portfolio, or was willing to be less diversified, I would certainly add more.