Hi @frog_in_a_tree, Well your latest set of share picks are interesting, my comments on each below:-
LLOY – Hmmmm, Brexit and the UK economy the threats here. Good yield & dividends. But is the next stop 50 or 60, I’m really not too sure. Had a flutter on them a while back but baled quite quickly, glad I did cos they’ve lost almost 3p (~5%) since then.
Persimmon – Best of the bunch of the house builders IMHO. But oh so expensive ATM……?. Nice 7.5% yield still. I just might give them a go when they go XD which will bring the price down a bit.
United Utilities – Solid utility, yield not so good since price run up and dividend policy change, only just over 4% now albeit with annual CPI uplifts.
TRIG – Best of the renewables bunch, but a bit expensive now, hefty premium and yield only just 5%.
RDSB – Gee haven’t you got enough of these already ?. Seem to recall you said they were 10% of your portfolio in a previous post…. I just bought some more of these just before the results at 2150, good timing eh ?.
Next – A decent high street retailer, but who wants to hold ANY retailer the way things are today ?. Very expensive and yield only 2.x%.
Jupiter Fund Mgt – A fund manager, mutual funds are an investment class that I totally avoid due to the costs and charges involved – many of which are hidden in the price. I much prefer ETFs and ITs. As for the stock itself, hasn’t done great and broker views are pretty negative, 4.x% yield. Not for me.
SSE – Largely a big renewable energy company in its new form (without the retail business). Was £11 not long ago, is it really worth £15.4x now ?. I’d have paid £14 but the current price is too high IMHO. 6%+ yield still decent.
So in company terms I like PSN, SSE, TRIG, RDSB, UU and yes even LLOY but most are either too expensive, have yields that are too low or have current risks to any upside. NXT and JUP are not for me at any price. Just my opinion, you will of course go your own way as always I’m sure….
What’s going on with your “booking a trade” comment ?. Is that some ii scheme that gives you free trades or something ?. Nice idea but I suspect this means that you have no control over exactly when they actually buy, or at what price therefore ?. If so then thats a VERY big thing to give up for the sake of saving a few quid making a normal trade.
Best of luck with it all anyway.