High Yielding Shares Reloaded

Discussion in 'Share Investing Strategies, Theories & Education' started by Ouga, 18th Jun, 2015.

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  1. Nodrog

    Nodrog Well-Known Member

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    Never have been all that interested in Buffet but the following quote reasonates with me: "Be fearful when others are greedy and greedy with others are fearful". Being mostly a contrarian investor it's what has proven very profitable albeit not always easy to do when almost everyone around you is screaming the end is neigh!

     
    Nodrog, 21st Aug, 2015
    #61
  2. bamute

    bamute Active Member

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    Down 3% last night. Reckon the market will keep tanking until September when the US raises interest rates.
     
    bamute, 22nd Aug, 2015
    #62
    WattleIdo likes this.
  3. willair

    willair Well-Known Member Premium Member

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    Just wait till about 10.30 Monday mate and we will see what happens on the "ASX"...
    http://money.cnn.com/2015/08/21/investing/stocks-market-lookahead-august-21/index.html
     
    willair, 22nd Aug, 2015
    #63
  4. The Falcon

    The Falcon Well-Known Member

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    I've got the sell orders in already mate, end of the world as we know it.
     
    The Falcon, 22nd Aug, 2015
    #64
    158 likes this.
  5. FireDragon

    FireDragon Well-Known Member

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    FireDragon, 22nd Aug, 2015
    #65
  6. cashnow

    cashnow Active Member

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    11:00 a.m Monday morning ASX 4950 by the end of the year 4700.
     
    cashnow, 22nd Aug, 2015
    #66
  7. BingoMaster

    BingoMaster Well-Known Member

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    Hope so. Great value dividend income stream, at that price
     
    BingoMaster, 22nd Aug, 2015
    #67
  8. BingoMaster

    BingoMaster Well-Known Member

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    Why is that, though? LOR is more similar to living off dividends. Dividends are far less volatile than share prices.

    Also by the time people are reaching retirement and hoping to live off their shares, they are hopefully more diversified than just holding companies in the ASX. Listed on the ASX are ETFs, LICs and other funds which hold International shares, fixed interest investments, etc. all combining to give a more diversified and reliable income stream
     
    BingoMaster, 22nd Aug, 2015
    #68
  9. 158

    158 Well-Known Member

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    Italics suggest a facetious tone?

    pinkboy
     
    158, 22nd Aug, 2015
    #69
  10. FireDragon

    FireDragon Well-Known Member

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    I agree it will be less volatile if it's diversified. However, for the dividend, I thought it can still be quite volatile? See the dividend history for STW:
    http://www.sharedividends.com.au/STW

    I may be wrong as I am still inexperienced with share investing.
     
    FireDragon, 22nd Aug, 2015
    #70
  11. The Falcon

    The Falcon Well-Known Member

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    Entirely. Yes the market will open lower. Volatility presents opportunity, I'd happily see the index in the 4k range for a couple of years to accumulate at lower PE. Offshore, some of my consumer staples are heading in the right direction for accumulation..... The more noise the better. In large cap investing the edge the private investor has is duration, if stock investors aren't thinking 20+ years out then the fire hose of news, doom and gloom and the instant liquidity will kill them. Studies show that the best long term performance among individual mutual fund holders are those forgotten accounts whos owners don't touch them, as opposed to those that churn, in and out, and chase performance. Put down the 12 month chart and pull back to 20-30 years including splits and divs. Those are my thoughts as a long term minded investor.

    I am most happy for others to take a different view. There are many ways to participate in the market.

    good luck to all :)
     
    The Falcon, 23rd Aug, 2015
    #71
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  12. cashnow

    cashnow Active Member

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    Didn't even have to wait until the end of the year for 4700. Crash and burn.
     
    cashnow, 24th Aug, 2015
    #72
  13. 158

    158 Well-Known Member

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    BHP's dividend USD 62c. At the SP of around $23 and the AUD-USD - its around 7.5% net grossed up to almost 11%. Pretty healthy, but gotta watch what the SP does too.


    pinkboy
     
    158, 25th Aug, 2015
    #73
  14. The Falcon

    The Falcon Well-Known Member

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    Yeah, more than healthy........payout ratio over 150%. Problem is they cant cut dividend as Mackenzie has committed to the progressive dividend plan (not sure how such a policy fits with a cyclical price taker materials company but that's just me). Better off cutting the div and hunting for distressed O&G assets that will come on the block shortly - long term I like this far more than returning cash.
     
    The Falcon, 25th Aug, 2015
    #74
  15. 158

    158 Well-Known Member

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    Agree fully. It would be SP suicide if BHP had cut its dividend. They won't be able to sustain this next 6 months though with 150% payout ratio. Whilst I was advised to get out a couple months ago purely to get the shares out of my name, I never bought back in and just have the cash sitting idle.

    Think I'll sit on the sidelines still unless we see sub GFC pricing.

    pinkboy
     
    158, 25th Aug, 2015
    #75
    The Falcon likes this.
  16. Nick23

    Nick23 Active Member

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    have a read of this.....it may help put some of this in context

    http://www.theaustralian.com.au/bus...-back-in-fashion/story-e6frg8zx-1227505177616

    Baillieu Holst adviser John Edwards panned BHP’s dividend policy as “unsustainable”, given that the miner’s final dividend was almost twice its second-half earnings per share.
     
    Nick23, 31st Aug, 2015
    #76
  17. 158

    158 Well-Known Member

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    Cant read it because not subscribed, but does it enforce my most recent post in the thread above yours?

    pinkboy
     
    158, 31st Aug, 2015
    #77
  18. The Falcon

    The Falcon Well-Known Member

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    Finally got this framed and above the work desk at home :)
     

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    The Falcon, 7th Sep, 2015
    #78
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  19. Hosko

    Hosko Well-Known Member

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    Like your thinking Falcon
     
    Hosko, 7th Sep, 2015
    #79
  20. Redwing

    Redwing Well-Known Member

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    Nice Falcon

    How Many Berkshire Hathaway shares do you have?
     
    Redwing, 10th Sep, 2015
    #80
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