schovald
09 Mar 2018
Re: Results Hi Lupo,I can’t see ISAT in the top 20 holdings, so like you say it will only have a small effect on MYI. Glad I sold ISAT a while back, but at quite a loss even then. Couldn’t work out why the dividend was so high for such a capital intensive company with high R&D spend. It would be brave to buy now ...Best of luck.
Lupo di mare
09 Mar 2018
Results Solid.A shame that Inmarsat chose today to rain on Brucie's parade. Still, it's only a small part; although he might just add after today's fall.
Lupo di mare
07 Mar 2018
Re: What?! I blame Putin, m8.
WarrenGemini
06 Mar 2018
Re: What?! Crazy. Looks like someone entered 1127 instead 1227!! Do people still type in prices for trades these days?WarrenGemini
Lupo di mare
06 Mar 2018
Re: What?! Hmmm, work experience person error...?
Lupo di mare
06 Mar 2018
What?! Down 8% on no news. Anyone got a clue?
schovald
02 Feb 2018
Re: Can anyone explain It looks like about 3% (35p) of the reduction is due to a erosion of the premium and development of a small discount to NAV. Otherwise just markets coming off the boil (and perhaps some currency effects)? Topped-up today, with a near 4% yield.
marktime1231
02 Feb 2018
Can anyone explain why MYI has tanked these last few days?Exchange rate or wobbly holdings or sentiment for xyz ...Please and thank you.
II Editor
29 Sep 2017
NEW ARTICLE: Industry Insider: Where to find decent equity income "The funds that specifically seek to invest in companies paying those dividends are called UK equity income funds. They are popular choices for investors who want to draw income, but are also often used by growth investors who can reinvest the ..."[link]
Greyinvestor
04 Jan 2017
Re: Sold I haven't felt so uncertain about the market for a long time. My final scores for 2016 weren't as good as yours; plus 12% with all dividends spent, plus 19% and 22% in our SIPPs, with no dividends spent or money drawn.In a matter of 24 hours, I have raised our SIPP cash levels to 39% and 55%. It's really drastic, but my main concern is the S&P, which I believe to be hugely overvalued. If the S&P tanks, the whole world will come down.I've sold stuff that I like, but then I only buy stuff that I like.I'm not feeling positive, although I recognise that the market could yet kick on another 10%.I will, however, watch for director dealing and for opportunities. I just turned a quick 10% on Capita.All the best and good luck in 2017. Did you notice that my 2016 risky tip (Avesco) nearly tripled ! I haven't yet got any positive shares for 2017.....Have a good life.......the market could be more fun this year, what with more volatility on the way, I hope. I'll take a look at your ideas, thanks.....
devonplay
03 Jan 2017
Re: Sold Hi Grey, I'm holding.Likewise with HSBA & LLOY, I've had a good run with both.Although ALAI & BRLA are well up, they've driven my perfromance this year. I'm planning to make the smallest of top-ups on any bad day. The Pro's seem to like EM Latin - that should be a warning sign! HahahaI'm considering CMS. If I do it will be waliking around type money. I've traded it a couple of time, but...SREI and EAT are also places I'm considering putting income flow. For no better reason that I dont want to add anything new..and they are the most attractive across my portfilio.I like AGR, not the price, but the exposure. I already hold the stock.IVO is something I'm watching, but I suspect a better opportunity will come along.I have a feeling this might run for a little longer, but who knows.Oh, and HICL if the prem. heads towards 10% It's 16% today I believe. I'm not rushing. I hate buying with a premium!!!I haven't added an new money for some time now, maybe a 18 moths, I've ended up 26% (income re-invested) for 2016, and I cant see me injecting new cash, just re-investing divs. The good news is...that means I can keep working partime as I'm not desperate for money I usually just work to fund my investment addiction. I'll be happy to finish 2017 up 7%. DL
Greyinvestor
03 Jan 2017
Sold I sold most of my holding in MYI today. I don't want any US exposure, the S&P is way overvalued in my opinion. It's been a great run with MYI, but in my opinion they are now too highly valued and I'm adding tto cash positions in the expectation of a correction........
hedley5
15 Jul 2016
Re: Well done MYI This performance isnt specific to MYI, its all about the earnings of the companies it is invested in, being in dollars. As the pound has dropped against the dollar the currency exchange has had a positive effect. This fund has been pants in recent years. Not nice pants like a frilly thong, more an old pair of yellow y fronts x
Greyinvestor
04 Jul 2016
Well done MYI Well done MYI. I haven't been in for that long, but there's been a really strong run up for the shares. Good stuff.
Ru 8746
17 Jun 2016
Re: MYI Hi All,I'm looking to invest here, but in the hope that the board WILL stick to a sensible long-term strategy that has returned just shy of 140% over the last ten years, against a Global Equity Income sector average of c87% (ten figures from TrustNet). Sure, this style has underperformed for the last three years, but I wouldn't want to invest with a manager who ditches a good long-term strategy due to investors complaining about a relatively short period of underperformance. It's exactly these factors that are leading me to invest now. Three years is not long enough to judge a fund manager. Five isn't really. Ten is better!Good luck all!
