Member Info for picstloup

Almost 10% up on no news, a week before half year results. Anybody taking bets the PBT for the half is over £20m? Perhaps I should top up again

I've had TW since April 2018, at £1.85. Since then it's dropped about 10%, and I've had divis of around 22%. A total return of under 4% a year is not especially good. But I've invested in worse blue chips in that time - eg Marks and Sparks, Lloyd's and Shell. Fortunately also in some much better ones, eg Berkshire Hathaway, Río and Indivior. All part of a balanced portfolio

Just reinvested this year's divi here a couple of weeks before it arrived. Been holding since the British Gas privatisation (call me Sid), and added several times since. Not brilliant capital gains recently, but a decent income, and previous capital gains were spectacular.

Thinking of adding a few more on recent weakness. Been holding since £1.80 but top-sliced last year at £9 and wondering whether to buy back what I sold. Low yield but huge growth potential now the new sheds here and in Florida are on stream.

Over $10b profit, debt down, $2b share buyback, $1.71 interim divi plus 80c special, all really very nice.

https://www.ft.com/content/ef0cc042-df90-4005-9bd5-65102781704b

Excellent figures. Revenue up, profit almost reversing last year's loss, strengthened cash position, eps massively up (which the $100m share buyback will further improve next year). On fly in the ointment is that lawyers' bills must still be huge with some state-level litigation on-going.

Underling earnings doubled, interim divi trebled. Very nice.

A 10% drop on very sightly under shooting the estimates seems a little excessive, but after similar happened to Unilever last week I suppose we shouldn't be surprised. Divi maintained, which I'll be ploughing back in here.

Briefly hit $200 today, up from the $30 when it was spun out of Pfizer in 2013. Probably my best multi-bagger, even 33% up since I topped up in March.

From $295 to $277 seems a very good time to top up (yet again - been adding modestly every year since 2005). Now by quite a long way my largest holding.

Think I'll top up on on the recent fall - bought my first at just over $100 and saw them rise to over $158 in a month, now down at $146 - should be back over $220 again soon.

Popped in for a few more. Only another ~3% added to my holding: wonder what the divi will look like?

https://seekingalpha.com/amp/article/4437905-is-unilever-still-a-good-opportunity

Gree. I toppped up modestly yesterday at £58.46, roughly 3% added to my holding, meaning I'll have reinvested all or virtually all of this year's divis, depending on how much the September interim turns out to be (?$1.80).

*I think anyone hoping to bag or multibag on ulvr has brought the wrong share*

Well, yes, in one sense, but I've had these since 1989 when they were about £4.30, so it's a 10 bagger if you're patient, probably a 15-20-er if you count reinvested divis.

Another good reason to top up modestly, so stuck myself down for another 100 at £1.57.6 just before the bell.

Not a great opening, and not helped by headlines covering a shorter who claims the clean up costs are greater than the company's market capitalisation. Not planning to sell the small tranches in my SIPP and ISA, as dealing costs of £10.50 or whatever would be nearly 10% of the value of my SIPP holding, and over 5% of my ISA's. May consider buying enough to make a reasonable tranche if, as seems quite possible, it dips below a £ today.

Nicely through the tenner barrier at last.

What "large drop"? - 50p down yesterday pm? Just over 1%? Very slightly more than today's rise?

8% up today, partly thanks to Tesco signing on to take Beyond frozen meals. 15% up since I bought last week. Onwards and upwards