Member Info for SeagullsFan

Strictly.

Many thanks again - appreciate the grading ;-)

I can see that I'm not too far out on my other calculations which is encouraging. I'll analyse your figures tomorrow and see where the small difference came from.

Thanks for the new link - I'll have a look again tomorrow.

I must admit, those returns are impressive and beats what the fund managers get for you (with no commission of course either). But I must admit, I do think I'll try to avoid any ideas of you scratching your arse . Some things are best left alone :-D. I have about 10 years on you and am coming to this late, although I have built a reasonable pot due to sizeable chunks going into both ISA/SIPP for about 25 years. I dread to think of the accumulated fees I've paid for relatively passive management.

Best regards, (and 'll try to not bother you too often ).....

Strictly.
(Last post :) ).

I've also done analysis on Redrow as it's another one of your selections.

Based on the 2018/19/20 final results I have calculated EPS/ROI as follows:
2020 - EPS - 32.14 : ROI - 7.14%
2019 - EPS - 80.28 : ROI - 20.03%.

Do my calculations agree with your figures?

Thanks.

Strictly.

I've also applied the same logic for 2018 (based on final accounts for 1/10/18) to calculate the ROI for Oct 2019
My figures are:
Equity - £2557m (2018)
V/Rights - 122.980 (2018)
BVPS - 2079.20 (2018)
Dividends - (145.4 ttm)

This gives me EPS of 437.76 and a ROI of 21.05%.

So does this seem right?

Also, where on this site do you get the dividends from. I've had to use https://uk.investing.com/equities/bellway-dividends to give me that data.

Thanks.

Strictly.

Thank you for taking the time to reply. Very much appreciated.

I'll print your replies, and take the time to read and understand.

Best regards.

Strictly.
(I followed you here after reading your posts on the Telegraph).

I like what you say about Earnings/Equity and that premise makes sense to me (if I'm right in the understanding that the important thing here is the increase in shareholder value).

So, do I need to delve deeply into the financial statements of a company to apply your method. Or, is there a fairly straight forward way to determine this information and make considered judgements on which companies to invest in?

If it's not too much work, would you be willing to provide a worked example for the last set of accounts published by Bellway so I can try to understand you logic. I've moved my SIPP/ISA from being managed to self-managed, and I want to make sure I don't make too many mistakes :).

Thanks.