Jamie @CompoundIncome
Investment Professional in UK Equities for 24 years. Been on FIRE ride for 14 years since - working on living life, growing my income & net worth in real terms. compoundincome.org Joined April 2014-
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Further to my recent slightly tongue in cheek, buy now while stocks last - these may be a good way to get some exposure to the UK Small Cap Space & I quite like JUGI too for a slightly different approach & yield now in its new enlarged form.
Further to my recent slightly tongue in cheek, buy now while stocks last - these may be a good way to get some exposure to the UK Small Cap Space & I quite like JUGI too for a slightly different approach & yield now in its new enlarged form.
Also read about this in the Times today where one "old timer" fund manager was quoted as saying it's like there is a closing down sale in the small cap index. Buy now while stocks last! msn.com/en-gb/money/ot…
This was an amusing story: bbc.co.uk/news/av/uk-eng… But being a stock picker rather than a train spotter or commuter, made me think I would rather have one of these in my home: youtube.com/watch?v=4UiDgS…
While at the other end of the performance spectrum on AIM is another possible quality stock #KETL $KETL which is labouring under too much debt & now passing dividends in 23 & 24 as a result which while not surprising was not in forecasts. May be an interesting one to watch LT?
Decent interims from probably the best quality stock on AIM today #JHD $JHD Never cheap as a result, but with H1 EPS & DPS +11% leaves estimates looking too low as they say H1 growth continues so far in H2. CI Score=73 chart might look good too, although 225p resistance.
Hmm & I always thought that 42 was the answer to life the universe and everything!
I quite like the look of this #IHR $IHR @ 83p v 115p NAV with a covered, growing 8% yield with some social purpose & management with skin in the game, but market seems underwhelmed, maybe I'm missing something?
What is happening to our Country? dailymail.co.uk/news/article-1… bbc.co.uk/news/uk-englan… bbc.co.uk/news/uk-686320…
What is happening to our Country? dailymail.co.uk/news/article-1… bbc.co.uk/news/uk-englan… bbc.co.uk/news/uk-686320… https://t.co/vKP55oQPco
Hmm...vinyl records added to the inflation data!? bbc.co.uk/news/business-… Have you bought a vinyl record in the last twelve months?
Why is it that every Labour spokesperson is keen to spout the same nonsense quote that "Liz Truss Crashed the economy", when there are no statistics to back this up. Flatlined yes, crashed no. So why does nobody else call them out on this?
Why is it that every Labour spokesperson is keen to spout the same nonsense quote that "Liz Truss Crashed the economy", when there are no statistics to back this up. Flatlined yes, crashed no. So why does nobody else call them out on this? https://t.co/hCckBi6fAC
Change is the only constant.
There has been some chat about messing with ISA's in the budget & maybe introducing or adding a UK centric option or restrictions. Some good suggestions in this piece, lets hope some of them might see the light of day. 👇🙏 peelhunt.com/news-events/ar…
Shocker from St James Place #STJ $STJ with an unexpected slashing of the dividend. Not one I'm in thanks to it being in the bottom half of the scores & it had a dividend cover score in the bottom decile too! If you'd like to get the Scores see: compoundincome.org/index.html
I guess it's only to be expected that FY results from a transport company should be delayed! Mobico $MCG #MCG
WheelieDealer @wheeliedealer
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#W7L what was resistance should be come support (its an area) Next step is orderly consolidation Stocks in Focus tradingbases.co.uk
I don't think there are many who manage to hit the nail on the head as often as Barry Norris from @Argonautcapital.
#BOY -Decent FY results with Rev up 8%, PBT up 16.8%, operating margins up 120bps & on track to be 20%+ in medium term. Divi up 7% & impressive 36 year record of maintaining/ increasing the divi. Outlook: Despite economic uncertainty "expect to deliver further progress in 2024"
@CompoundIncome Of those that said "Yes" the next poll is how many are Taylor Swift fans? 😂
@stealthsurf @CompoundIncome When you alone are adding to inflationary pressures, you know you got a problem! 😂.. only joking!
@CompoundIncome Hmmm like the only thing I spend my money on is vinyl. Half of that is probably me lol
A lot of people are now getting excited about the SJP ‘over-charged’ story after the Times big story on it today. What’s my take? Well, I’ve written on this opaque charging issue for years - and publicly since 2013 when I published my first book, 'Who can you trust about…
@CompoundIncome I don't either, but an interesting article on the broader topic of the FCA review into the motor finance market also.
@CompoundIncome Interesting article in The Times today on the company if you have access Jamie. It looks to have anticipated the divi cancellation also... thetimes.co.uk/article/mercha…
@CompoundIncome I always though ELO adapted the riff from dear prudence. Very common guitar line to be fair and when I played in bands as a youth we played the same riff in one of our songs.
$META AH now trading at 5x the low it hit 14 months ago..
#AVON RNS investegate.co.uk/announcement/r… Rather puts their CEO/CFO’s earlier share purchases into context….they *needed* to buy to enable the ‘matching’ award…which is actually a “quadrupling”🤔 Plus they get the LTIP after this year avon-protection-plc.com/media/2652/avo… Generous for m/cap imho
When the UK hands out billions to foreign countries like Ukraine, the IMF has no issue. But any suggestion you can cut taxes to hand out billions to UK households they issue warnings. x.com/statsjamie/sta…
🚨 | ‘The Government are not in control, this is the financial markets’ 💥 IMF criticised £2.5bn tax cut from top rate of tax. When UK sent more than £2.5bn of unfunded commitments to Ukraine - silent ➡️ Chat with @MarkSteynOnline on foreigners running UK policy - no democracy
@CompoundIncome @Hawkeye_74 It's been a conscious move towards debt from equity, although still at least 50% in equity. Simplistically, unless interest rates fall rapidly we're getting closer to equity size returns on lower risk debt, and the hurdle for leveraged equity to achieve returns remains high.
@CompoundIncome @Hawkeye_74 The likes of RECI, SEQI, GABI, GCP, MGCI and TFIF have formed most recent purchases in London listed securities. Also been buying Algebris Financial Credit, Man Global High Yield, Royal London Extra Yield and an EM local ccy debt index funds in OEIC/UT formats for smaller buys.
@CompoundIncome #RMV but only because I've already got an allocation of #GAW