As a long term dividend income investor in London-listed shares, and purchaser of your book, I am interested to hear your views about the possibility of the FTSE100 topping out and its subsequent lows 'somewhere' in the Autumn.
National Grid's Disappointing New Dividend Policy [View article]
Based on our proprietary valuation methodology shares National Grid Plc are currently neither historically undervalued nor overvalued - they are trading somewhere 'in-between'.
AT&T And Verizon Break Up Bid For Vodafone? [View article]
Due to Verizon statement that it "did not currently have any intention to merge with or make an offer for Vodafone, whether alone or in conjunction with others", it is ruling out such a deal for at least the next six months. However, that doesn't preclude it from pursuing the purchase of the 45% stake on its own accord.
It would be somewhat embarrassing for Verizon's CEO Lowell McAdam if he didn't close a deal this year, having made strong avenues to that effect the last six months or so.
AstraZeneca's Strategy To Return To Growth Will Take Time [View article]
Today, AstraZeneca announced the acquisition of early stage AlphaCore Pharma which is developing a new type of cholesterol medicine, boosting its early-stage pipeline of experimental heart drugs.
A Closer Look At BHP Billiton's Prospects [View article]
BHP Billiton's share price falls on iron ore price concerns . . . at http://reut.rs/14551uA
Goldman Sachs cuts its iron ore price forecast and says that oversupply is likely to emerge sooner than expected.
"The recently installed managements of Rio, Anglo and BHP all face the same challenge: despite the size and complexity of these companies, none generate significant free cash flow (FCF). Iron ore is of great importance to BHP, Rio and Anglo, and as a result of the cuts to our iron ore price forecasts, we now expect much lower FCF generation,"
Goldman cuts its rating on BHP to 'neutral' from 'buy' on limited upside potential and as it expects significant earnings declines while it downgrades Rio to 'sell' from 'neutral' and adds the company to its 'Conviction Sell' List, with a downside potential of 15 percent.
Junior Gold Miners Are In The Game Again [View article]
You may want to have a look at (London) AIM-listed Goldplat Plc.
A cash rich, dividend paying, undervalued micro-cap 'gold' play operating two tailings operations in two different countries (a third is planned in a third country) - last year these two operations processed 31,354 ounces.
The company also owns a gold mine in Kenya - the mine has a JORC compliant resource of 649,804 ounces at a 2.44 g/tonne cut off - and also has two brownfield operations in two other countries that it can develop from free cashflows. These four projects are what will drive revenues, cash generation, dividend growth and share price for the next five years.
Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
Perspective from a UK based dividend income investor
While I did not own any shares in Lloyds TSB Bank in 2008 (I still don’t), their so-called ‘once-in-a-lifetime-op... to acquire HBOS, announced in September 2008, changed their business model significantly.
I just could not figure out why they had made that acquisition, other than for political reasons, i.e. to save the United Kingdom from impending Armageddon. That introduction of that extra uncertainty was more than enough to alert me to remain firmly on the side-line, even when their share further price collapsed.
As it turned out, following the acquisition, Lloyds TSB’s dividend was not only at risk but outright doomed. For those looking for a comfortable level of safety and a predictable growing dividend, no case can be made to own Lloyds TSB shares for years to come.
Are Tobacco's Juicy Dividend Increases A Thing Of The Past? [View article]
A UK government plan to licence all nicotine-containing e-Cigarettes has been delayed amid fears that up to a hundred British businesses could be wiped out by the measure.
Not so British American Tobacco as they are the only ones seeking a licence for e-Cigarettes in the UK according to this article in The Times: http://thetim.es/11cs86q
10 British Stocks To Consider For 2013 And Beyond [View article]
Good list David
For further reading on dividend paying UK listed companies . . .
As a dedicated dividend income investor, based in London, I have published many articles at Seekingalpha re the majority of the companies mentioned in this article.
Vodafone: A 5.8% Yield That Is Safe And Growing [View article]
Vodafone has paid out a special dividend to shareholders, with the first Verizon Wireless dividend, in early 2012, although, as I reported here http://seekingalpha.co... in November the company reported that it would be putting part of the cash received from Verizon Wireless' latest dividend payment towards a £1.5bn share buyback programme. This will obviously reduce the number of shares in issue somewhat and mean Vodafone could pay higher dividends in the future.
With the interim dividend due to be paid into our Dividend Income Portfolio account on 3 February, I remain both a happy Vodafone customer and investor.
This Time It's Different? [View article]
National Grid's Disappointing New Dividend Policy [View article]
AT&T And Verizon Break Up Bid For Vodafone? [View article]
It would be somewhat embarrassing for Verizon's CEO Lowell McAdam if he didn't close a deal this year, having made strong avenues to that effect the last six months or so.
Time will tell.
AstraZeneca's Strategy To Return To Growth Will Take Time [View article]
More at: http://reut.rs/XKYZwI
AT&T And Verizon Break Up Bid For Vodafone? [View article]
For that information you will have to become a subscriber of Dividend Income Investor.com
A Closer Look At BHP Billiton's Prospects [View article]
Goldman Sachs cuts its iron ore price forecast and says that oversupply is likely to emerge sooner than expected.
"The recently installed managements of Rio, Anglo and BHP all face the same challenge: despite the size and complexity of these companies, none generate significant free cash flow (FCF). Iron ore is of great importance to BHP, Rio and Anglo, and as a result of the cuts to our iron ore price forecasts, we now expect much lower FCF generation,"
Goldman cuts its rating on BHP to 'neutral' from 'buy' on limited upside potential and as it expects significant earnings declines while it downgrades Rio to 'sell' from 'neutral' and adds the company to its 'Conviction Sell' List, with a downside potential of 15 percent.
Deutsche Telekom To Cut Dividend By Almost A Third [View article]
Check out Deutsche Telekom website, in particular: http://bit.ly/13Vo4b1 under shareholder remuneration:
"Subject to necessary board approval and AGM resolution and based upon 2013 guidance a dividend per share of 0.50 € is intended"
Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
Junior Gold Miners Are In The Game Again [View article]
A cash rich, dividend paying, undervalued micro-cap 'gold' play operating two tailings operations in two different countries (a third is planned in a third country) - last year these two operations processed 31,354 ounces.
The company also owns a gold mine in Kenya - the mine has a JORC compliant resource of 649,804 ounces at a 2.44 g/tonne cut off - and also has two brownfield operations in two other countries that it can develop from free cashflows. These four projects are what will drive revenues, cash generation, dividend growth and share price for the next five years.
Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
While I did not own any shares in Lloyds TSB Bank in 2008 (I still don’t), their so-called ‘once-in-a-lifetime-op... to acquire HBOS, announced in September 2008, changed their business model significantly.
I just could not figure out why they had made that acquisition, other than for political reasons, i.e. to save the United Kingdom from impending Armageddon. That introduction of that extra uncertainty was more than enough to alert me to remain firmly on the side-line, even when their share further price collapsed.
As it turned out, following the acquisition, Lloyds TSB’s dividend was not only at risk but outright doomed. For those looking for a comfortable level of safety and a predictable growing dividend, no case can be made to own Lloyds TSB shares for years to come.
Growth In Sales, Profit And Dividends Make Diageo A Buy [View article]
Vodafone Results Below Par But Dividend Increase Maintained [View article]
Are Tobacco's Juicy Dividend Increases A Thing Of The Past? [View article]
Not so British American Tobacco as they are the only ones seeking a licence for e-Cigarettes in the UK according to this article in The Times: http://thetim.es/11cs86q
10 British Stocks To Consider For 2013 And Beyond [View article]
For further reading on dividend paying UK listed companies . . .
As a dedicated dividend income investor, based in London, I have published many articles at Seekingalpha re the majority of the companies mentioned in this article.
Vodafone: A 5.8% Yield That Is Safe And Growing [View article]
With the interim dividend due to be paid into our Dividend Income Portfolio account on 3 February, I remain both a happy Vodafone customer and investor.