Jamie

I have been Compounding with dividend growth stocks for 10 years now using the Compound Income Scores. Here's a review of how that has been & lessons from that. See here if that is of any interest: #wbb1" target="_blank" rel="nofollow noopener">compoundincome.org/indexphp/blog/…

This on is for any Golfers out there hitting the course this weekend.

@Rainmaker1973 1978

Based on the entirety of this photograph, what is your best estimation of the year it was taken?

Quite a good post here with a summary of the Pros & Cons of $LGEN & how to generate using AI. x.com/FinanceTiger/s…

FWIW the final dividend offers is worth ~ 6%+ yield @ 250p.

Decent or dull results from $LGEN today with what I make to be a 16% Shareholder yield on offer with the 8% dividend yield & 8% SBB & decent solvency levels. This puts it in the top decile of SHY stocks in the UK market Source: compoundincome.org Down @ open an opportunity?

I know the author is somewhat discredited & seen as a bit of a perma bear these days, but there is some interesting, thought provoking stuff in here. 👇

@MerrynSW Especially as Black Rock have had to mark down their Private Credit & restricted withdrawals. So if this get approved I'm sure Larry Fink will be on his Private Jet to "advise" Starmer about the merits of Private Credit.

Fascinating fight ahead on this one. I do think a steer to UK listed assets makes sense. But not much else. Def not to infrastructure/private.

@opinion @johnauthers Not a song about Oil as such but with the new boss being like the old boss, that line & spookily lots of the lyrics from this one are applicable to the current situation in Iran: x.com/CompoundIncome…

Markets are priced for an early end to the Iran war, @johnauthers writes. But Tehran won't be seen to let Trump off too easily bloomberg.com/opinion/newsle…

Another set of excellent result from $LWDB that dull old UK Equity Income Trust investing in that dull old UK market.

@breadandposes @John_Stepek We had half an HS2 for that amount!

@CompoundIncome @John_Stepek The French government nationalise and wrote off €73bn of debt for that production. Which also hasn't seen one new power plant in my lifetime. That highlights how expensive nuclear is compared to alternatives.

It wasn't affordable though?

@John_Stepek @breadandposes

@breadandposes More affordable than rampant de-industrialisation

@MartinSLewis @itvMLshow Videoplus, does anyone still have a video recorder these days? ITV X surely in this day & age of streaming. Equities all the way for me 3% to 4% yield growing ahead of inflation.

With less than a month until the end of the tax year - meaning the cash ISA deadline is upon us, tonight's @itvMLshow is a use it or lose it ISA show. Cash ISAs v Shares ISAs, how they work, what the best rates are, how to maximise savings interest & more. Do watch or set Videoplus

Headline: Who is Mojtaba Khamenei, Iran's new supreme leader? Made me think of the Who song about New boss same as the old one & on re-listening the lyrics are spookily appropriate to the whole Iran situation - see what you think & it's a great tune. youtube.com/watch?v=UDfAdH…

@John_Stepek @horton_official Not a Rugby fan then John? bbc.co.uk/sport/rugby-un…

@horton_official You should see the ones I didn't send

Market now pricing in a Bank of England rate INCREASE this year, which I must admit still strikes me as rather punchy (though not out of the question). Stagflation really is the worst of all worlds for an economy

@JamesLucasIT Surely it can't be real footage as it is colour & they all lived in black & white back then, got up half an hour before they went to bed and licked the road clean.

This is real footage English kids in 1901 exactly 125 years ago

@LairdElmski Steady on 5%! 😅

sold two and bought one this week..HBR and QQ gone....TW incoming ...still under 5pc in equitys ..thou short some individual puts

@NoLimitGains This sort of thing has happened before - ahead of the GFC, Bear Stearns stopped redemptions for its hedge funds in June 2007, which marked the beginning of the credit crunch. Action was taken as the funds faced significant losses due to their investments in subprime mortgages.

🚨 SOMETHING BIG JUST HAPPENED: BlackRock just blocked investors from pulling their own money out. The world’s largest asset manager is telling people: no, you can’t have your cash back. This has never happened before. BlackRock’s $26 billion private credit fund got hit with $1.2 billion in withdrawal requests this quarter. Investors wanted 9.3% of their money back. BlackRock said no. Capped it at 5%. Paid out $620 million and locked the rest. That means almost HALF the people who wanted out couldn’t get out. And it’s not just BlackRock. Blackstone’s similar fund saw a RECORD 7.9% in redemption requests. They had to raise their withdrawal cap and inject $400 million of their own money just to cover the demand. Blue Owl straight up stopped honoring redemptions. Replaced them with IOUs. BLK dropped 5%. KKR, Carlyle, Apollo, Ares, Blue Owl, and TPG all fell 5-6% with it. The entire private credit sector sold off in a single day. These funds lend money in illiquid loans. Loans that can’t be sold quickly. So when too many investors want out at the same time, the fund doesn’t have the cash to pay everyone. BlackRock also just wrote a separate $25 million loan down to ZERO. It was valued at full price three months ago. Gone overnight. JPMorgan’s Bill Eigen said it best: “Bad news often happens all at once. The opacity and the leverage in the sector is concerning.” This is a $1.8 TRILLION industry. – Rising oil. – War in the Middle East. – AI disrupting the software companies that borrowed heavily from these funds. – Rate cuts off the table. When the biggest funds in the world start telling investors you can’t have your money back… That’s a MAJOR warning.​​​​​​​​​​​​​​​​ Btw, I’ve been an investor for more than 20 years, and when I make a new move in the market, I’ll announce it here publicly. A lot of people will wish they followed me sooner.

@that_stocks_guy @John_Stepek Might be a possibility if this is anything to go by: x.com/World_Insights…

@John_Stepek If Hormuz opens next week after negotiations (not a prediction), rate cuts are back on the table! Crystal ball gazing aside

Hopes that UK mortgage rates would dip further in coming months looking forlorn right now - having declined for most of 2025, swap rates now back where they were about 10 months ago

@LairdElmski WPP seems OK as it has dividend cover of 3.3x by earnings & 2.7x by Cash flow so looks pretty safe unless their earnings & cash flow halve from here or the management decide to allocate capital differently. Div. was already cut by >60% in 2025.

With the high yielders rebasing their divis (DGE,TW ) etc ...how confident are others that the other standouts will remain firm (WPP) (LGEN)(PHNX)(MNG) (AV)

@Hawkeye_74 @timkempster ROE, ROCE CROCI etc. all low & sector continues to struggle generally - so discount to BV justified. Plus as you say family probably unlikely to sell up. A shares? Having said that P/B & other value metrics at cheap end of their range.

@timkempster Mmmm. Well they've been in the pub/brewing business since 1831 so I guess they have no intention of selling to address a valuation anomaly. Then I look at #WTB to see its p/b is >1 when that estate must be lower quality generally. Perhaps I'm looking at it wrong.

#YNGA trading on 0.66x p/b doesn't really make sense to me. Happy to be schooled on why this isn't cheap?