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Joey Buttafueco Jr

Ftse 100/250 - Comments On A Few Constituents

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I follow a buy and hold high yield portfolio. A number of constituents are reporting, and it is surprising how well they are doing (even if it is outperforming than low expectations). Note that doing better for me partly means raising or maintaining the divi - this is quite common with the £ being weak against dollar

BP: Quarterly divi 20% up on last year

Compass: Good revenue growth

De La Rue: Dull, which is perfect

GSK: Divi up 8% on last year

National Grid: Divis increasing 8% pa

Pearson: Divi up 3%

United Utilities: Plan to increase divis 5% pa

so not the disaster a number of us (myself included) were expecting.

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Can you elaborate? A lot of the above are dollar payers, and exhange rate is down ~15% YOY

Can't be arsed. Pointless thread based on your opinion with no factual links.

Fail.

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Can't be arsed. Pointless thread based on your opinion with no factual links.

Fail.

Opinion of what? What factual links do you require? I can't cut and paste the email but I will send to reaper if he is reading.

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P/L ok then ?

What do the balance sheets look like ?

Dreadful. I am having to console myself by listening to the following

1.

She came on like the night and she held on tight

And the world was right when she made love to me

We were free

She moved in like a friend , started loving me

And I thought Id found my heaven in her arms

But the morning when I woke up

I was here and she was gone

Now Im hanging on

Maybe you can tell me how a love so right can turn out to be so wrong

2.

You ask me where to begin

Am I so lost in my sin

You ask me where did I fall

Ill say I cant tell you when

But if my spirit is lost

How will I find what is near

Dont question Im not alone

Somehow Ill find my way home

My sun shall rise in the east

So shall my heart be at peace

And if youre asking me when

Ill say it starts at the end

You know your will to be free

Is matched with love secretly

And talk will alter your prayer

Somehow youll find you are there.

but not this

I remember all my life

Raining down as cold as ice

A shadow of a man

A face through a window

Crying in the night

The night goes into

Morning, just another day

Happy people pass my way

Looking in their eyes

I see a memory

I never realized

you made me so happy, oh Mandy

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Related article in FT

http://www.ft.com/cms/s/0/8e2ec9b2-8697-11...144feabdc0.html

And some more lyrics

Chorus

Cuba quiero bailar la salsa,

Cuba quiero bailar la salsa.

You dance to the music like nobody does.

The first time I saw you, I knew it was love.

Chorus

My heart is on fire, the night is divine,

My only desire is making you mine.

You’re the one that I want,

you’re the one, yes, you are.

Chorus

You dance to the music like nobody does.

The first time I saw you, I knew it was love.

You’re the one that I want,

You’re the one, yes, you are.

You’re the one that I want,

You’re the one, yes, you are.

Chorus 2x

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