General community discussion




Not sure if this thread will work or be of any use.
Idea is to be able to mention any interesting company, articles and even just some non investment posts.

To start, an extract and then link to Jim Mellon thoughts on investing for dividend.
I do not agree with all he states but overall seems OK and might provide food for thought in to some companies.

“Janus Henderson, the fund managers, have pointed out that global dividends have continued to rise, even as earnings have stalled. Globally, they forecast that dividends will grow a shade under 9% in 2019, to £1.1 trillion – approximately a payout of 46% of total global earnings. This is a comfortable ratio but disguises some examples of companies where so-called dividend cover, which is the capacity of companies to continue paying generous dividends, is perilously close to being exhausted. In fact, in the UK, the ratio isn’t particularly wonderful, which is why investors have to be careful…”

Full article





"A year after the U.S. stock market plunged, many investors believe conditions are in place to avoid another year-end pullback and possibly set the stage for a rally to finish off 2019.

A more accommodative Federal Reserve compared with a year ago is an important argument for investors who are confident the market is unlikely to see a repeat of 2018’s swoon.

Last year, investors were concerned the Fed was raising interest rates too quickly. By contrast, the Fed has been cutting rates this year, and while the central bank is not expected to lower rates again in December, it also is not expected to raise them.

Another change from a year ago, cited by investors: Stock markets globally are more synchronized in their strong performance.

“The prospects this year are better,” said Michael Antonelli, market strategist at Robert W. Baird in Milwaukee. “It’s not just the U.S. that’s doing well right now. It’s happening in lots of places around the globe, and that puts investors in a more risk-taking mood.”

One wild card for markets heading into year-end is the United States’ trade war with China. The dispute remains unresolved, but there is optimism about a preliminary U.S.-China trade agreement that could also lift stocks into the new year…"


The article did originate from reuters initially.



Now for something totally different.
An extract and link to US based website International Living on the Abruzzo region in Italy.

"The romantic boot of Italy is known for its varied geography, with something for everyone’s taste from plentiful seacoast, inland hills speckled with dreamy medieval towns, and alpine peaks. If you love it all and just can’t decide which one is for you, in Abruzzo you don’t have to. It encompasses all of this, and more.

Abruzzo is in the center of Italy, with its western border a mere 31 miles from Rome. Long considered part of southern Italy politically and culturally, it enjoys a central location that is bordered by the Adriatic Sea on the east, Le Marche on the north, Lazio on the west, and Molise to the south. It is an expansive territory of closely held traditions, vast natural splendor, picturesque towns, and miles of seashore…

With castles, fortresses, historic art-adorned cities, perfectly charming stone towns on hilltops, and more than a third of the region protected as park land, there are plenty of things to enjoy in Abruzzo. A well-known wine country produces one of Italy’s famous vintages, Montepulciano d’Abruzzo, along with other stellar varietals, and you won’t have to look far to find wineries to visit. Vine-striped hills extend from the mountain foothills towards the Adriatic Sea, with classic central Italy landscapes like you see on postcards…"

Full article




North Korea missile tests on Thanksgiving. What will the reaction be and will it affect markets I wonder?