Keyword results: ITV

Edge Performance VCT – now ShareSoc Launches A Second Sack-The-Board EGM Requisition

ShareSoc has not always seen eye-to-eye with ShareProphets, but on this occasion we stand firmly behind ShareSoc as it again attacks the Board of Edge Performance VCT (EDGH and EDGI). Sharesoc has now taken the unusual step of releasing an RNS which states:

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EXPOSE: Edge, Sir Peter and ITV – Part Two: A Mirriad Of Conflicts

Yesterday I covered a link between apparently “independent” Director at Edge Performance VCT (EDGI and EDGH) Sir Peter Bazalgette and its lead fund manager Mr David Glick at Edge Creative Enterprise Fund. Today I turn to a company called Mirriad Limited, a company in which Edge Performance VCT saw a £3.3 million investment written down by 98 to just £50,000 in 2015. It was the biggest cause of Edge’s loss that year.

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ITV
ITV
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Edge, Sir Peter (a fine upstanding sort of chap who went to Cambridge don't you know?) and ITV

I don’t like being bullied – even indirectly by clairvoyant PR guys. So when Tom Winnifrith reported taking a call regarding my pieces on Edge Performance VCT (EDGI and EDGH) and the one director on its Board, Sir Peter Bazalgette, to be facing re-election by grateful shareholders (no sniggering at the back) – if, that is, Edge ever gets around to reconvening its AGM which was adjourned way back on 31 August 2021, some two and a half months ago – I took a trip to Companies House. Toff ITV NED Edward Bonham-Carter will no doubt wish to overlook this as well as Sir Peter is just a jolly fine chap and not some dirty oik.

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ITV
ITV
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Edward Bonham-Carter of ITV Fails to Defend Sir Peter Bazalgette over Edge scandal as he bluffs a reply to Nigel

The toffs always look after each other, whether it is at Westminster or in the world of big business. In Britain 2021 there are no standards. All sense,or pretence, of decency has gone. On Friday Nigel wrote to ITV (ITVasking very legitimate questions about the outside business interests at Edge VCT of its chairman Sir Peter Bazalgette. For his efferts we had a psychic PR man claim – falsely – that he had his facts wrong without being able to name one such error. Now the patrician senior NED at ITV, Edward Bonham-Carter, has replied to Nigel. 

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Open Letter To ITV CEO Dame Carolyn McCall Ref Her Chairman and Edge Performance VCT

The stink arising from the alphabet soup that was Edge Performance VCT (EDGI and EDGH) continues to grow. I have written to Dame Carolyn McCall, the CEO of ITV (ITV) regarding the involvement of her chairman, demanding a full enquiry.

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ITV
ITV

From Love Island to Vigil, Top Producers Are Giving ITV Shares a Chance to Shine

Hello, Share Snatchers. Due to the surge in armchair viewing as a result of Covid, I’ve suggested before that ITV plc (ITV) would be a jolly investment. And so it’s proved, as we can see from a nine months trading update just out from the big telly company. It boasts that the period has been ‘outstanding’.

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EDGEing Toward The Abyss

I see that the incumbents at Edge Performance VCT (EDGI and EDGH) haven’t yet got around to alerting the market that an EGM requisition proposing to give the majority of the board the boot has been in the in-tray for around a week now. Since ShareProphets reported that the requisition had gone in over a week ago and now The Telegraph has reported the same, is it not time for the board – including the chairman of ITV, Sir Peter Bazalgette, to ‘fess up?

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On The EDGE of Reason As I-Shareholders Await Opportunity To Show Disgust

I’ve been rummaging through the prospectus for the IPO of Edge Performance VCT I- and H-Shares from 2011 (EDGH and EDGI). Given the abject returns on the I-shares, which listed at £1 but will only see a total return after some nine or (for the fleetest of foot) ten years of about 46p once this class of share has been dispensed with shortly, I wonder what they were expecting upon investment. Let’s take a look.

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Edge Performance – Not so Cool-abi for I Shares

I noted on Friday that the I shares from the alphabet soup that is Edge Performance VCT (EDGH for news, EDGI for the shares) are going to be wound up and sent off to the great share repository in the sky. This is after I shareholders got an 8.5p dividend with roughly another 3.5p to come following the disposal of Coolabi via a takeover on an enterprise value of £35 million. But I fancy I shareholders will be bitterly disappointed, given that they lost over half of their money over a nine-year period. A look at what happened with Coolabi may begin to explain why.

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ITV
ITV

Is Carolyn McCall fit to lead ITV after Piers Morgan vindication on ghastly Meghan outburst?

This morning, OFCOM has ruled that the remarks made by Piers Morgan on GMB about the ghastly Princess Meghan were all perfectly fair. I should say so. What he said is what most of us felt about this narcissistic fantasist and her dope of a husband. OFCOM says Morgan is entitled to an opinion and that the programme showed full balance. On all the complaints made against him by some 57,000 souls, including Meghan herself, he was cleared. So where does this leave Carolyn McColl, ITV’s CEO?

BT
BT
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Hello the new BT Chairman

I read in today’s press that ‘British Telecom (BT.A) has picked the former chief executive of Royal Mail (RMG) and ITV (ITV) to be its new chairman…Adam Crozier is expected to resign as chairman of the online fashion retailer Asos (ASC)  to focus on the role, although he is tipped to stay on as chairman of Whitbread (WTB)’.  How exciting!  

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ITV
ITV

The Biggest Footsie Faller Doesn't Deserve it, as the Covid Effect Should Help Not Hinder

Hello, Share Takers. There was a painful drop for most shares at the week’s start. The biggest Footsie faller was ITV plc (ITV). The reason put forward for the lack of ITV support is that advertisers will lose confidence in bigger sales as they face the economic consequences of a barrage of new virus cases. And so they’ll hold back on national advertising.

PNN
PNN
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Good FTSE 100 news for ITV...otherwise I’m officially bored with Pennon

By far the most exciting UK stock news for me this morning was that ITV (ITV) will move back to the FTSE 100 as confirmed by the FTSE Russell group yesterday evening. There are many reasons why the company’s shares are still below their early 2020 level but  as I noted here last month  at least opportunities with the upcoming UEFA Euros and latest version of Love Island has a positive angle for them.

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ITV
ITV
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How am I feeling about ITV?

Before I review today’s first quarter update from ITV (ITV), a few words on the AGM update from SIG (SHI) which I last wrote up in late March HERE.

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ITV
ITV
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ITV: not easy but not impossible to hold

It has been a while since I have written about ITV (ITV).  Regular readers will know that I switched my CEO crush preferences to Aviva’s (AV.) Amanda Blanc a few months ago here . So what is going on at the broadcaster?

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Gold
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Gold view from Montana Log-Cabin – Don’t Panic and hard decisions about raising cash

The Gold correction still rumbles on but as investors are perhaps panicking, Jordan Roy-Byrne of TheDailyGold is unwrapping his buying boots ready for action. Having feigned strength last week, gold itself headed south last night to a low point of $1870 per oz and gold stocks took a bit of a whipping yesterday. But the broader market was also hit and the US$ has been recovering from a low point and Europe has been heading back into lockdown. It looks like a fear trade to me…

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Crash
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(Non-) Dividend Munchers – October Update

Don’t laugh – here is an update on my Dividend Munchers which are..…er…..not paying much in the way of dividends. Oh, and the share prices have fallen back sharply too – so much for beating the bank with my investments in Vodafone (VOD), BT (BT.A), Centrica (CNA), Centamin (CEY) and ITV (ITV)…

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ITV
ITV

Britbox Success Makes ITV Shares Worth Watching

Hello, Share Tasters. A company I’ve not covered lately because it fell on covid and has, so far, been slow to recover is ITV (ITV). I can see no obvious reason why this share has not rallied back to more normal levels. And I expect it to do so. Here are my reasons…

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From my sofa I review the prospects for the FTSE 100 relegated ITV

Regular readers will know already that as far as index shifts go, I tend to find more interest in those falling out of the FTSE 100 than those coming in.  Naturally, for spotting epic growth names, such a strategy is not going to be optimal, but if you like momentum names then…good luck.  Did you see late last week that whilst discounter B&M European Value Retail (BME) has been promoted to the FTSE 100 index in the latest quarterly reshuffle, media name ITV (ITV) has been relegated? 

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  • 508 days ago
Bear
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Dividend Munchers portfolio – how is the car-crash?

I haven’t written about my little portfolio of dividend muncher stocks for quite some time – 117 days to be precise. At the last count, on 13 April – in the wake of the Covid-crash – my supposedly big dividend payers which were supposed to beat the bank were underwater on a total return basis, including some top-slices, by 9%. So much for beating the bank! So how are things looking now?

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ITV
ITV

Don't Switch Off on ITV – its Horrendous Viral Meltdown is Probably Overdone

Hello Share Diviners. As I’m on my travels without my usual sources to hand, allow me to air some general views about why ITV (ITV) makes a reasonable subject for your consideration today…

Bear
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Dividend Munchers – crash, Gold, Mark Slater and when the facts change

It is a big question: where can you make money now? More to the point, with economic uncertainty the order of the day, perhaps not making money but just preserving capital as best you can should be the focus. Are shares going to go up? In general, I doubt it – at least for the time being. With interest rates at historic lows and therefore bond prices sky-high it is hard to see much progress there too. Perhaps we should all just move into cash? But central banks are printing, governments are borrowing so the threat of devaluing currencies makes that option unattractive too. What to do?

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ITV
ITV
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ITV – bins FY dividend, drops FY guidance, cost cuts and we’ve got plenty of cash, honest guv’

To be fair to fully listed ITV (ITV) it has to be commended for this morning’s update at regards Covid-19 in much the same way as one should applaud the statement last week from Next (NXT) as Chris Bailey did. It should also be commended for chopping the FY dividend to conserve cash in this uncertain time – that is the responsible thing to do. But the shares have been marked down, suggesting there are problems – although as Chris Bailey points out, they are surely far less severe than at CEO Carolyn McCall’s old stamping ground over at Easyjet (EZJ)!

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Bear
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Dividend Munchers - crunched!

It has been a grim few weeks for my little cohort of dividend munchers as the Coronavirus panic has spread. It is not just that the share prices have fallen very sharply: there have to questions over whether the big dividends will be scrapped, let alone chopped.

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Bear
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Sitting on my hands, as you should too….with a few exceptions.

It has been a truly wild period on the stock market and I fear it is going to get worse before it gets better. The coronavirus has ripped through everything and it is panic stations on the markets – as well as in the supermarkets. Some of it is logical: I’m not sure I would want to own shares in an airline right now, nor a restaurant business, and I would not be surprised to see some casualties in the fullness of time if the coronavirus plays out as seems to be expected.

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ITV
ITV

Sadly, The Virus Claims More Victims, But Surprisingly this Company May Escape More Than Most

Hello, share diviners. A company I’ve sometimes commended on this splendid website has taken a hit from the coronavirus. Well, there are some events that nobody could expect to factor in. However, even if the virus stays a threat for much longer, which I venture to doubt, a TV company could benefit from everyone staying indoors...

SOS
SOS
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Sosandar – gets £5m placing at 17p away….subject to GM approval, but a spivvy trading opportunity to buy?

AIM-listed purveyor of ladies wear, Sosandar (SOS) announced a placing via an accelerated bookbuild yesterday morning at 11.14am. By 1.50pm it was all over: the company raised £5 at 17p per share. Since the trading statement of 20 January, despite a very brief rise, the shares have made a bee-line for around 19p which simply shows that the analysis by Tom Winnifrith and myself was bang on the money: a placing was on the way. Anyone who bought at up to over 30p (egged on by certain bloggers drinking gallons of the Kool Aid & much more besides) was well warned by us. So what now?

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Bear
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Dividend Munchers – still on top as Boris Bounce wanes

I had wondered how long the Boris Bounce would last in the wake of his general election triumph. Not long, it seems, as far as the markets are concerned: Christmas retail figures have shown that the UK economy is in the doldrums ahead of our much delayed exit from the EU and the speculation is that we will see Mark Carney deliver an interest rate cut at his last monetary policy meeting to return rates to the level they were at when he took office.

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ITV
ITV

The march of Better Television could put a Gloss on ITV Shares

Hello, Share Players. It’s becoming clearer that we are becoming a nation of heavy goggle box watchers. We always have been, but it’s getting worse. This could be to do with the disproportionate number of older people, many of whom are no longer fit enough to leave the sofa for very long. There is also the benefit that television programmes are improving. Compare the average crime drama of a few years ago to the whizz bang, better written, better acted and more lavishly staged shows that we enjoy now...

Bear
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Dividend Munchers – December update

So Boris romped home in the General Election and the markets had a Boris Bounce. But how has my little portfolio of Dividend Munchers done?

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Bear
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Dividend Munchers – November update

It is forty-nine days since my last “monthly” update. Hmm – it seems that the calendar has run away without me. Nevertheless, here is my update as at the end of November so I guess I’m squeaking in a sort-of monthly update. My portfolio of dividend munchers – BT (BT.A), Vodafone (VOD), Centrica (CNA), Centamin (CEY) and ITV (ITV) has held up pretty well overall but please don’t treat the stocks as tips: the object was to beat bank interest because markets seem to me to be overvalued and bank interest and bonds offer so little income...

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BT
BT
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Dividend Munchers – How’s my mini-portfolio doing?

With a stack of high-yielders which the market might suggest were due to chop their dividends (which is why, on paper, the dividend yield is high) and so far two payouts having come under the guillotine, it is with some trepidation that I thought it was time to take a look at my mini-portfolio of dividend munchers’ stocks. I offer no recommendations here but my mini-portfolio of Vodafone (VOD), BT (BT.A), Centrica (CNA), ITV (ITV) and recent addition Centamin (CEY) is supposed to be beating bank interest but most have been notable for share price slippage over the past few months. I’d better take a deep breath…….

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ITV
ITV

The Sheer Power of Momentum Could Make ITV a Reasonable Play Now

Hello, Share Minstrels. It’s not often we feature a momentum play on this scintillating website. That’s because my more learned colleagues quite rightly focus on balance sheets and other fundamental data to make their choices. They rarely consider only whether a share is actually going up or down. And maybe they’re right to leave an uptrend out of their considerations. After all, there are a lot of dozy traders in the world who can buy shares when they’re not worth it. However, the trend can be your friend...

Newsboy
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Dividend Munchers - a long overdue update as one elephant tries to gallop and a new addition

My mini dividend munchers portfolio is still ticking along, and an update is long overdue as we head into the summer holiday season - as I’ve not written about it for three months or so. The aim was to beat putting cash in the bank even though markets are feeling very toppy. After all, interest rates available are below the rate of official inflation figures and bonds yields are rubbish. So how am I doing?...

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ITV
ITV

Love Island Boost Adds to Prospects of a Higher Share Price for ITV

Hello, Share Swipers. On reading my annual report of ITV (ITV) a few months ago, I noted that my former lodger, Sir Peter Bazalgette, the chairman, was puzzled by the low share price. I suppose he would say that, but I think he has a point...

Bear
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Dividend Munchers – Easter 2019 update (and still beating Neil Woodford)

I have been remiss in not updating on my little portfolio of FTSE-100 dividend munchers for a while: it is time to make amends. This was a small portfolio put together in the hope of beating bank interest, but from a point of view of being bearish on the market. It has been a bumpy ride, but at least I am still ahead of Neil Woodford!

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ITV
ITV

My Ex-Lodger Thinks ITV's Share Price is Underrated - And He Should Know

Hello, Share Smashers. A former lodger of mine has gone on to big things. Peter Bazalgette was a mere BBC trainee when I put him up. His dry humour was to be marvelled at. Today, now Sir Peter, he is the chairman of ITV (ITV). He says in the annual report that the Footsie giant’s share price does not reflect its many achievements...

Bear

Dividend Munchers – (almost) February update.

Once again I am late with my monthly update. I could say that I was holding on for good news (or hiding the bad), but I can’t lay claim to anything as clever as that: my little portfolio of high-yielders  has slipped again and there wasn’t any good news to wait for. However, there was a hint of a silver lining this week from ITV (ITV) as it released its results.

Newsboy
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RNS potpourri - M&S and Ocado, GVC, ITV, Taylor Wimpey...and badboy Metro Bank

There are some thin news days...and there are some busy ones. Today is one of the latter...so let us dive in…

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Bear

Dividend Munchers – (almost) January update

OK, I’m a bit late with this update and the last one wasn’t at all pretty as total returns weighed in at a depressing -1.4%. So much for being immune to a dodgy market! But the dividends are still rolling in and I’m still beating Neil Woodford….every cloud, and all that!

Bear

Dividend Munchers – December update: a bad month, but still beating Neil!

It has been a nasty month – and with New Year’s Eve still to come it could get nastier. So how is my little portfolio of high-dividend payers faring, and am I still doing better than cash in the bank (which is what I was, as a bear of almost everything, looking to achieve)?

Bear
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Dividend Munchers – November update: beating Neil!

My small portfolio of high dividend payers took a couple of interesting turns last month. On the plus side, Vodafone (VOD) put in quite a recovery to close at 168p – quite a rise from the low point of 143p just a couple of weeks back. On the downside, Centrica (CNA) dropped on a trading update which showed continued loss of customers and projected earnings below the level of the dividend. Hmmm.

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Bear
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Dividend Munchers and what to make of the Brexit Omnishambles

I suppose we should all have seen it coming, and perhaps many of us did to some extent, but I have been left utterly bemused by the week’s events in Downing Street following the draft Brexit proposals which look to be anything but. I thought I should look at my mini-dividend munchers portfolio to consider whether there is anything one should do, but the political events seem to be worth addressing from my little corner too...

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MKS
MKS

The Most Frequently Tipped Companies by Professional Tipsters in November

What blue chips do the "professional" share tipsters like and should we care?

Collapsing-Reactor
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Trading the Brexit omnishambles - any UK domestic stocks of interest?

It was probably a good thing that I had a long standing engagement that soaked up a lot of my time yesterday - albeit that I had to evolve my presentation on global financial market prospects just a tad following the various omnishambles that afflicted the UK markets and political backdrop. So what do we do?

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Newsboy
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What ITV and M&S said next...

So after all that midterm election excitement (the pollsters got it broadly correct for once), time to consider today's large cap highlights. Two names stand out for me: ITV (ITV) and Marks & Spencer (MKS)…

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Bear

Dividend Munchers’ List – Full November update

We’ve made November and the world didn’t end on the stock markets after all. Phew. Having noted that three of my four picks had been pretty resilient during the market squall of October, we have now seen a bit of a recovery across the markets (not that I think it will last). So how’s the performance?

BT
BT
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Dividend Munchers – great stuff from BT, but time to trim?

Fully listed BT (BT.A) is the largest holding in my small collection of dividend munchers by value, although for the purposes of the portfolio it is marked as one unit, along with Centrica (CNA) and ITV (ITV). Vodafone, the fourth member, is half a unit – thank goodness! Yesterday’s interims went down very well with the market, which marked the shares up to around 267p at the peak, and closed at around 260. The shares haven’t been this high since last January and you have to go back to last October before you see an extended period of higher prices than that.

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Five large cap stocks I would buy now for capital growth despite market volatility

Well what a last week with fear - for once in recent years - in ascendancy and lots of 'worst week since February' statistics being quoted.  As Tom Winnifrith noted in a recent bearcast the big honking issue is debt around the world, although tactically you can throw in a supporting cast of world trade angst, a bit of inflation bubbling up and a firm US dollar.  

Bear

Dividend Munchers: Crash? What Crash?

Well that was a depressing week. Markets were crashing all around the world and the FTSE100 dipped below 7,000 for the first time since March, having lost around 500 points this month. Suddenly interest rates are going up, the Euro seems a tad wobbly in the face of Italian budget challenges and we’re all going to hell in a handcart.

Bear

Dividend Munchers’ List – October update

Well, here we are a month on from my last update and there has been a bit of excitement in my small portfolio of FTSE100 high-yielders which I hope will ride out any market storms ahead. I say excitement – but nothing has changed: ITV made noises about bidding for Endemol and then announced that it wasn’t going to after all. The shares went down, and then recovered on the two bits of news, so I guess the management got the message!

Newsboy
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ITV, Kingfisher and press/broker speculation

Little of dramatic interest in the larger cap world for me in today's RNS disclosures, so a couple of comments on two names I have commented on recently: ITV (ITV) and Kingfisher (KGF), both of which were wrapped up in the world of press/broker speculation yesterday...

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Bull

Month in Review: September 2018 - brokers are bullish ( quelle surprise) & Steve Moore is the UK's top tipster!

Broker optimism towards London-listed firms bounced back to new highs in the last month, while tipster sentiment declined over the same period. TW Note: Brokers are paid by PLCs to say buy, tipsters (other than the disgraced whore blogger Malcolm Graham Wood) are not. 

Newsboy

Notes from Underground: The hell with it, subscribe to a completely different newsletter

Tom and I do not agree on Brexit on any level, but I do like this assessement from him:

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What ITV and Tesco did next

So how does it all look for Tesco (TSCO) and ITV (ITV) the morning after the night before? Back on Sunday I highlighted my concern about some upcoming strategy updates from these two FTSE-100 names. So what did they say during their investor updates yesterday...and what am I thinking now?

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ITV and Tesco disappoint me...but let's see what they do

Sunday morning newspaper perusal highlighted two stories on names I loved up on these pages in months and years past.  The first is ITV (ITV) which I have considered as a buy for a while now due to the combination of cheapish metrics and the value of its growing content business as detailed here.

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Bull
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Don't panic about the FTSE 100 being at a five-month low (part two)

In part one yesterday, I talked about some of the complexities around the FTSE 100 today...but finished the piece by promising some stock picks. Before I get into these I have to highlight Nigel's piece yesterday, which absolutely nails the opportunities around names such as BT Group (BT.A), Centrica (CNA) and ITV (ITV).

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Bear

My Dividend Muncher’s List – time for an update

It is a while since I updated on my small portfolio of high-yielders from the FTSE100. The idea of the portfolio – perhaps somewhat contrary to expectations – is that I am bearish, but am struggling to find somewhere to park my cash. Bond yields are low and prices high, but interest rates are rising so my simple mind sees capital losses there. You still can’t get any meaningful interest at the bank and property prices look set to (at best) stall. And to cap it all, I am nervous that the market might sell off. So I am investing here as a bear.

Bear
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Dividend Munchers List – all (more-or-less) going to plan

It was interesting to listen to yesterday’s Bearcast Special, with Tom Winnifrith joined by Lucian Miers and Brokerman Dan – the last of whom sounded like a jolly good cynic to me. He described AIM as “all puff” and asked which company could go to zero he said any AIM company. Of course, I think there are a few exceptions but in general the cynic in me enjoyed hearing what he had to say. Perhaps that is partly why I’ve been looking to put a dividend muncher’s list together, as well as having some stocks I can invest my cash in to generate a return even if the general market keels over.

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ITV
ITV

ITV - a rather dull strategic update...but that's no bad thing

So after over six months of musing, the day has finally arrived. A strategic update from ITV (ITV), put together by newish CEO Carolyn McCall is, in summary, not really that radical or exciting. However I am perfectly happy with this and - as discussed at the time of my last write-up on the stock HERE - I think all this does is further embed the rationale for Liberty Media to buy this UK media name.

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Sunday shocker: I agree with the Wail on Sunday re a 'dark horse'

I enjoyed Nigel's update article on his mini 'dividend munchers' ideas portfolio earlier today.  I would completely concur with the Vodafone (VOD) call and came to a similar conclusion myself a few weeks back (see here). 

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Bear

Dividend Munchers list: great stuff from ITV, some trimming and a new entrant.

My little portfolio of big dividend payers seems to be doing quite nicely. Hurrah! It seems that all three are up, and the first tasty dividend has arrived. But I want to trim some holdings and buy a new share.

ASC
ASC
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ASOS/ConvaTec: chairs can make a difference

On a thin regulatory news day, two board member announcements catch the eye.  I have never written about internet clothing retailer ASOS (ASC) on this website before but i did once own the shares following a tip from a mate who liked the look of a small cap called 'As Seen on Screen'.  I remember feeling rather clever after making a very decent return after selling out at 10 pence...  Ah, the shortcomings of youth! 

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WTB
WTB
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ITV & Whitbread (Costa coffee still good to go)

A couple of larger cap favs of mine to write about today following new newsflow. I see that the ITV (ITV) COO/CFO has decided to exit into the night and retire. He has been at the company for a decade and no doubt he has made a pretty penny for his efforts. I do not think there is any particular fire here and he will hang around until a successor has been appointed. However my instinct is that there is another story here.

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Bear

The Dividend Muncher’s List – Good ITV, not so good BT!

It is just over a month since I updated on my trawl to find big dividends which might be safe in a market environment where I don’t see much upside and plenty downside. Having originally settled on BT (BT.A) at about 225p on a yield of just shy of 7%, I added ITV (ITV) at the last count, paying 143.7p. That puts its dividend at 5.4%, although it went ex-dividend before I bought. Meanwhile I finally succumbed to the attractions (as I saw them) of Centrica (CNA), paying 142.95p ahead if its final dividend. How are things looking?

ITV
ITV

You Can Probably Rely on the Couch Army to Keep ITV's Profits Bubbling

Hello, Share Shakers. Occasionally, on this stunning website, I make suggestions on shares not based on hard news. But which I feel will keep on rising merely because of a current trend. It might be one of the oldest cliches in the City book, but ‘the trend is your friend’ has always been my most reliable financial adage.

RRS
RRS

Randgold - panic, panic...back to its early April levels!

What a funny day today for some of my FTSE-100 preferred names. Carolyn McCall was never off my Christmas card list, but I might risk a present now, after her soothing words in ITV's (ITV) trading statement today where online and Studios romped and the World Cup shines brightly for the near-future. That's perfectly inline with my hopes as discussed in my last write-up HERE. And with Liberty Media flush with Vodafone's (VOD) cash you never know whether it might build up its stake materially.

ITV
ITV

ITV – another one for the dividend muncher’s list

I’ve been wandering through my list of tasty-looking dividend plays identified HERE for further additions to my dividend muncher’s list. The first was BT (BT.A) which I bought at 225p and has since risen nicely to 241.5p. We’ll see how this plays out when its results are released early next month, but so far, so good. My second choice was Centrica (CAN), but I haven’t taken the plunge there yet. Working down my list of high yields, it has been too easy to rule out most of them but I alighted on ITV (ITV) and I wonder if now may prove a good time to climb on board.

Woodford’s Cheltenham Festival Quiz – The Result

Thanks for all the entries – I’m pleased to be able to say “entries” this time - to my Woodford Cheltenham Festival (HERE). I’m calling it a day early as the result is clear. Read on for the winner and the choice of Cheltenham runners on which I am placing the winner’s free bet.

ITV
ITV

ITV - still backing my CEO crush

Obviously great excitement at Bailey Towers today as Carolyn McCall hosted her first results presentation as CEO of ITV (ITV). I professed my attraction to her...management capabilities back in mid-November, when I observed that the bear case for the stock was overstated. Even though the shares have fallen back 5% today, we have lifted off that low point which is pleasing to see. So what's the tone of the update?

ITV
ITV

With the Big Couch Potato Share so Undervalued, a Big Hike Might Come Down Santa Claus Lane

Hello, Share Pushers. Of all the shares which are undervalued at the mo, ITV (ITV) must be among the leaders. I’m not the only one who thinks so. JP Morgan also describes ITV stock as ‘undervalued’. The market often gets things wrong, of course, but it’s hard to see why ITV is not attracting as many investors as it might be.

ITV
ITV

ITV - bear case in the ascendancy, wrongly I think

Reading ITV (ITV)'s trading update I must admit the investment vibes felt positive to me and the stock was up a couple of percent in the first half an hour of trading. An hour or so later the stock was down 6% odd and I was thinking...why?

Newsboy

Notes from Underground: the problem with programs

I stiill read the occassional comment and email that wonders why the economics of advertising on a website doesn't work - advertising pays for ITV and the Evening Standard, both of which are paying real salaries to real staff.

ITV
ITV

Telly Can Be a Scary Business, But ITV Is At the Top of It's Game.

Hello, Share Curdlers. At the incredibly good UK Investor Show in April, I heard a strong recommendation to buy into ITV (ITV). The reasoning was - and I agreed with this - is that, if you want your product to be aired before 6 million people in one go, then ITV is the only platform you have.

ITV
ITV

Like Love Island? Then love ITV...

I wrote last week about ITV (ITV) pinching Easyjet (EZJ)'s CEO Carolyn McCall and no doubt she is rubbing her hands together thinking not just about her new pay and incentives package but after today's update...also a fourth series of Love IslandThe show only a minority of you will ever have viewed figured prominently in today's corporate presentation as ITV's management team attempted to get down with the kids - and rev up the financial analytical community - with lots of excitable statistics about viewer levels, website interactions and app/short video downloads.

EZJ
EZJ

EasyJet 2 big takeaways and one is SELL

Before he became a resource guru, Andrew Monk of VSA Resources was a transport analyst for many years. As such his comments today about Easyjet (EZJ). The point about executive greed, oops I meant incentivisation, is a very valid general one. The other point is ...SELL. Over to the Monkey who writes...  

EZJ
EZJ

Easyjet's big challenge: not Brexit but who's the new captain?

I really do commend to you the search capability on the ShareProphets website because it provides a great short-cut to who-said-what-when. It was last August when I last mentioned Easyjet (EZJ) and since then the stock has been volatile but positive. Ok, it certainly did take a bit longer than I thought AND there were a couple of sub 1000p/share diversions...but you know what it is like with these low-cost airlines: take-off is not always precisely on time...but you get there eventually.

ITV
ITV

There's No Business Like This Show Business for Pulling in Wealthy Advertisers

Hello Share Scramblers. At the much-loved UK Investor Show I heard someone on the main stage confirm something I’ve said once or twice on this scintillating website. That is that ITV (ITV) is worth considering.

ITV
ITV

With Advertisers Viewing the Economies of Scale, ITV's Shares Should Continue to Light your Screen

Hello Share Pluggers. I’ve held my ITV (ITV) shares since Noah went to youth club. And though I’ve seen a horrible dive or two, the shares had been climbing back strongly for at least five years now.

ITV
ITV

Robin Hood, the Eleven Plus and the Chance of a Better Picture for ITV

Hello Share Swipers. Though it horrifies me to think of it, I first watched independent television when I was cramming for my eleven plus. It was at my uncle’s house, as we couldn’t afford a new telly to take the second channel and it must have been sixty years ago. Robin Hood was on.

Crash

Challenge accepted, Mr Winnifrith: my stock picks for 2017

Last week, Tom accused me of bailing on on my 2017 tips as I was too busy dancing naked around the Winterval Pole praying for Gaia to weaken the minds of good people around the world to accept ciimate change. Or something like that, I didn't read it too closely. Now, my role here at ShareProphets is to keep the plates spinning, not make the tips. But that changes today.

ETO
ETO

Entertainment One – shares slide as ITV walks, but should investors follow suit?

Earlier this month I looked at Entertainment One (ETO) unanimously rejecting a 236p per share takeover proposal from ITV and whether ITV would be back - see HERE. Now we have an “ITV withdraws proposal to acquire eOne” announcement...

ETO
ETO

Entertainment One - Buys out digital agency, no surprise growth strategy attracting potential buyers

Entertainment One (ETO), owner of 100,000 hours of films and 40,000 songs, announces this morning that it has completed purchasing the half of digital agency Secret Location which it did not already own. Secret Location is an award-winning creator of interesting online/virtual-reality experiences, and the news has been well-received by investors.

ETO
ETO

Entertainment One – ‘unanimously rejects’ takeover proposal, though will ITV be back?

Noting a highly suspicious share price rise from sub 200p to more than 216.5p yesterday (or as the announcement puts it “the recent movement in the company's share price”), Entertainment One (ETO) has announced “that it has received a preliminary proposal with respect to a possible offer”, later confirming that this was from ITV. The proposal put to it has been “unanimously rejected” by the board and ITV has now also responded…

ARM
ARM

Steve's Dead Right. ARM Could Trigger More Take-overs. Here Are some Possible Targets.

Hello Share Scrunchers. It always encourages me when my colleague Steve Moore, a modest sort of chap who is very tuned in to our golden game, has the same thoughts as me. Even more so, as we don’t always agree. But when he says that the takeover of ARM Holdings (ARM) is good news not just for ARM holders, but the share investment world as applied to the whole of the UK, then I totally concur.

ETO
ETO

The Peppa Pig Rumour that May Bring Home the Bacon.

Hello Share Tasters. I’m just a little old to watch Peppa Pig on the telly. But I know a lot of toddlers who are very keen indeed. The cute porker is half owned by Entertainment One (ETO). And the interesting thing about this company is that there are rumours flying that ITV may be considering an offer although Entertainment has denied that it has actually received a bid at this point.

Malcolm

Professor Stacey's Easter Lecture.

Hello Easter Bunnies. Please take notes. While the stock markets take an undeserved breather at this daffodil time, it’s an opportunity to send you an encouraging message for the rest of 2016.But before that, chums, let’s not forget the true meaning of Easter - and it is not making more money. See you in church.

SKY
SKY

Sky Shares Head Skywards Again As the Telly Army Shows No Sign of Doing Something Else.

Hello Share Polishers. Despite the fact that we should have all got fed up with it over the last 60 years, the time we waste watching the one-eyed monster in the corner ( a staggering 4 hours daily in the UK)  is a sad indictment on the human race. It saves doing any work you see. You don’t even have to read anything.

WPP
WPP

Advertising the Fact that Advertising Could Boom in a Busy 2016. Ref: WPP

Hello Share Scrunchers. Am I the only one who doesn’t see how advertising can possibly justify the huge sums spent on it? If someone interrupts one of my TV programmes by trying to get me to buy a certain breakfast cereal, am I likely to rush out and buy it at the earliest opportunity? One can only assume that there is something subconscious at work here, which makes you buy the stuff on an involuntary basis.

SKY
SKY

Sky at Night May Be Big and Bright, Deep in the Heart of Shareland.

Hello Share Planners. The graph for Sky plc (SKY) looks like the beginning of a jagged mountain range. It keeps on going up, but very much in the three up and two down mode. 

BT
BT

Coming Down Santa Claus Lane - a Few Shares I Hope St Nick Will Put in My Stocking.

Hello Share Helpers. Not long to go now before Santa calls. But I’m not sure it will as sumptuous a Yule celebration as normal in Stacey Towers. It’s not really been a good year and that applies to most of us, I fear.

GSK
GSK

As Oilers and Miners Squirm, the Leisure Industry Piles on Share Value.

Hello Share Trippers. Oh dear! The price of crude oil drops to less than 40 dollars a barrel.That’s really nasty and we can blame OPEC for refusing to cut down on the amber nectar it has for sale.

ITV
ITV

Big Fat Telly Watchers Set to Send ITV Shares into the Stratosphere.

Hello Share Soupers. The price of ITV (ITV) shares has flattened out recently. It’s a stock which tends to do this. Nice steady increases day by day, if on the tiny side. Then comes a brief period when traders lose interest in the shares.

ITV
ITV

Happy News on the Footsie, ITV, The National Grid and Vodafone.

Shares were up slightly after a disastrous start to the week. That initial poor show was due, as I explained earlier, to a bout of profit- taking in the US, after a few exceptionally good weeks for American traders.

ITV
ITV

ITV Goes West To Extend it’s Telly Empire. Time to Buy, Bejabbers?

Long-time readers of this awe-inspiring website will know that I’ve long waved the flag for ITV (ITV) as a reasonable punt.

QPP
QPP

Life on Marbs 11 Starring Quindell fraudster Jon Stretton Knowles - penis is too small

How I suffer. Just for you, dear reader, I have now watched the 11th episode of Life on Marbs, the new ITV reality TV show starring Quindell (QPP) fraudster Jon Stretton Knowles. And it was possibly the most toe curling episode yet. JSK’s bromance with a younger guy is going well and Jon is now going to the gym to keep in shape but worries he still looks old. So an ageing slapper with possibly the most leathery skin on this planet takes him to her Botox/plastic surgeon man.

VOD
VOD

Vodafone – the best things DON’T come in small packages

Allegedly the best things come in small packages…well not today if you are a Vodafone (VOD) shareholder.  Below – in its entirety – is a regulatory news service update from the company that hit the wires at just after 7am today:

QPP
QPP

Life on Marbs Episode 8 – Quindell fraudster JSK’s dire chat up line & desire to see naked man

Bloody hell I suffered, watching to the very end episode 8 of the dreadful ITV reality TV show Life on Marbs starring Quindell (QPP) fraudster Jon Stretton Knowles. The main theme of this episode was how uber-dim Marbs slapper Alex had shagged some himbo two days before her brain dead boyfriend Charles arrived from England. Would their relationship survive?  Heck if the two do breed it is would be a move towards Darwinian species extinction. JSK was on fine form in this show as well.

QPP
QPP

Life on Marbs staring Quindell fraudster Jon Stretton Knowles 7- Jon's Birthday party, is Rob Terry coming?

Forgive me but in the excitement last week I forgot to keep you posted on episode 7 of the world's worst TV series, Life on Marbs, a reality TV show brought to you by ITV and starring Quindell fraudster Jon Stretton Knowles. Welcome to episode 7 and Jon (Tango to his mates) is planning a spectacular 35th Birthday Party. But...

Trouble in Old China, Yes - But What Has that to Do with Barnsley?

I want to draw your attention to the absurd affect that the trouble in China is having on British shares. One of the biggest fallers has been ITV (ITV). This company makes it money by advertising British companies, like Tesco (TSCO), Sainsbury (SBRY), WM Morrison (WMR) and loads of other very familiar products in the UK.

QPP
QPP

Quindell fraud groupies - set your alarms for 9 PM Tonight - Life on Marbs is on, designer vaginas and all

Ok, a series where one of the stars discusses how she has a designer vagina may not be everyone's cup of tea but that is life on ITV's new reality show Life on Marbs. And Quindell fraud junkies should set their alarms for 9 PM tonight when the next episode goes live, staring Jon Stretton Knowles.

Pound-Sterling

Beware the Galloping Pound - It’s Now a Serious Threat to our Shares.

Hello Share Scribblers. I’m getting really worried now about the effects of the booming pound sterling on our share values. The rate is now around 1.43 euros to the pound. Yet it doesn’t seem too long ago that a pound was only worth one euro.

QPP
QPP

The new ITV reality show Life on Marbs starring a star of the Quindell fraud – Jon Stretton Knowles

From the makers of the truly appalling The Only Way is Essex (TOWIE) we have a new reality show out this summer Life on Marbs.  Set in the Costa del Crime it features a bunch of men and women whose aim is to shag anything that moves, and who all appear to be rather light in terms of the little grey cells. And its big star is John Stretton Knowles, who may well soon be chatting to the Serious Fraud Office about his role in the stockmarket’s biggest fraud for 20 years – Quindell PLC. Not that ITV seems to know about that.

CRL
CRL

This Share Smells Nice – You Might Want to Nose In. Ref: Creightons.

Hello Share Smashers. I drew your attention a while back to Creightons (CRL). It fashions toiletries and things which make your car smell nice. The very popular Lidl is an outlet for its produce.

BT
BT

A list of the Very Few Firms Who Passed My Toughest Test.

Hello Share Shockers. I’ve regaled you in this modest column before with some of the best advice you could ever pick up. That is: to track down and invest in those star companies which grow their profits every year that comes round.

Horse Hill and the credibility-killing clarification

This morning’s “Clarification of Press Comment” from UK Oil & Gas (UKOG), and the other companies participating in Horse Hill, heaps shame on all involved in last Thursday’s monumental ramp. At ShareProphets, we were the first to criticise the BBC, ITV, Sky News and all the other broadcasters, who leapt so obediently onto this propaganda bandwagon, for their deeply misleading coverage. Hundreds, if not thousands, of private investors bought stocks in the Horse Hill nags, thanks to the appalling laziness of too many journalists. Within 24 hours, most of these ordinary people were facing losses of upwards of 35% on their “investments”. This disgraceful episode illustrates once again why AIM is in such desperate need of comprehensive reform.

Malcolm-On-Motorcycle

Why Does the Media Fail to Report Good Share News?

Hello Share Smudgers. I get so fed up with the way the broadcasters treat share-shifters like us. I'm particularly critical of my old employers the BBC.

ITV
ITV

Never Mind what’s on the Telly – Feel the Share Price.

For what it's worth, one of my main strategies, if not THE most important to me, is to keep my peepers peeled and my ears finely tuned.

Malcolm

The Joy of Notching Up New Record Highs.

Hello Share Codgers. Probably the best way to tell if your favourite shares are going to do even better in the future is when they burst through their 12-month highs.

BT
BT

Is This the Most Reliable Share-Picking Method Ever?

Hello Share Plinkers. What is the most reliable way of telling if a company will keep on piling on share value and doling out ever fatter dividends? Wouldn't you like to know? Well, we all would.

Pick Some Companies Which Don't Get What They Sell from the Ground.

Hello Share Twisters. I opined a few weeks ago that the best course, given the disastrous fall of oil and mining companies, is to focus on firms which don't sell the black stuff or minerals.

ITV
ITV

As Britons Slump Before the Telly, Canny Share Shifters Could Look at ITV.

Hello Share Swampers. It can't have escaped your notice that the population seems to be getting dozier. There are people who watch television for eight hours a day.

Christmas-Stripper

There's Still Time to Cash in on Christmas Factor Winners.

Hello Share Mince Pie Munchers. They say there is not much that is predictable in the crazy world of shares. Otherwise , we would all be millionaires, right?

ITV
ITV

Telly Giant Could Be Snapped Up – You Lucky People!

Hello Share Teamsters: That big independent telly firm ITV (ITV) has had a remarkable recovery. Over the last two years it has become more than a four bagger. That is because the Credit Crunch decimated the advertising industry. Who wants to advertise when nobody has the cash to buy anything? But now that growth is back, so is advertising.

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