Results

Neil Woodford EIF – new figures show redemptions still a monster headache as the dividend crashes

Published 5 days ago

Neil Woodford’s funds have just released their latest numbers to the end of March – somewhat earlier than in recent months. The Equity Income Fund continues its path to becoming Patient Capital, is still overdrawn, has been selling more of its income stocks to meet redemptions and the dividend has been chopped. What’s not to like?!

Tom Winnifrith Bearcast on this Brexit betrayal day: Answering a Neil Woodford question for Roger Lawson.

Published 25 days ago

Neil Woodford needs money for his funds urgently but to give to a far more deserving cause which I may have mentioned once or twice go HERE. I discuss damning statistics for the AIM Casino, Inspirit (INP), Mobile Streams (MOS) and in the Woodford section Paypoint (PAY), Imperial Brands (IMB) and now Strix (KETL), another jolly good income and growth play he is dumping. 

Quelle surprise it is patchy out there confirms Ferguson (negatively) and Imperial Brands (positively)

Published 27 days ago

I was running around yesterday talking to a couple of different groups of people about the current market backdrop and broadly concluding that it is patchy but not impossible out there. I even managed (somehow!) not to mention the 'Brexit' word for well over half my chat through...which was certainly a blessed relief for everyone there and me in equal proportions. Anyhow these obligations hindered me from filing any copy and the stock I clearly would have written about would have been Ferguson (FERG)...

Tom Winnifrith Bearcast: after 30 years of kissing Neil Woodford's arse Jeff Presstrip becomes the penultimate rat to abandon ship

Published 30 days ago

Yesterday's bearcast explained the massive red flag of Neil Woodford having to sell his crown jewelsd, shares in Imperial Brands. Today, his most devoted follower on the sewer that is Fleet Street, Jeff Prestridge of the Mail on Sunday has, after 30 years of loyally kissing Woodford's arse at least once a fortnight, abandoned ship. The ship once swarmed with parasitic and, often unthinking, rats. Now there is just one left, Hargreaves Lansdown. I explian what this all means. If you enjoyed this, almost 100% profanity free, bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.

Imperial Brands: dumping the chair is about the share price and Old Father Time not "overboarding"

Published 71 days ago

I see there are various reports circulating that Mark Williamson - the chairman of Imperial Brands (IMB) - is set to fall on his sword soon, having been hassled by institutional investors over perceived "overboarding", given he is also the chair of Spectris (SXS) and on the board of National Grid (NG/). 

Imperial Brands - fade the moral outrage & buy

Published 168 days ago

Time for another write-up on Imperial Brands (IMB)...and no doubt time for a bunch of criticism in the comments about how this is an uninvestable sector. Well I do not smoke, would not want my children to smoke/use tobacco-based products but - in a modern world of information and regulation/taxation - I respect the right of adults to do so and I remain perfectly comfortable in investing in the sector. Otherwise, where do you draw the investing line? Alcohol? Defence? Gambling? Clothing names who directly or indirectly use child labour and lots of water? Energy and mining names due to their use of the world's assets? You get the gist...

Smoking in the sun - updated views from Next & Imperial Tobacco

Published 210 days ago

Back in early August, I admitted I was a fashion luddite but, even so, managed to conclude on FTSE-100 clothing retailer Next (NXT) that the weather was rather important:

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

Published 225 days ago

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).

Why I’m Unsure It's the Best Course to Follow Chris Bailey’s Latest Tip - with TW Note.

Published 348 days ago

Hello Share Swappers. A fellow Shareprophets scribe and a very nice chap I meet with pleasure at all the Global Group UK Investor Shows, writes to commend investment in Imperial Brands (IMB). That, of course, is a tobacco company.

Bullish smoke signals from Imperial Brands

Published 349 days ago

I was too early with my positive call on Imperial Brands (IMB) that I shared with you back in November .  Sure I have picked up some dividends but it is capital growth you all really want.  Today's half year numbers however highlight why this name should be in your portfolio even if - like me - you are not a user of their products.  

Imperial Brands - I don't use the products but hello cash machine

Published 531 days ago

The last time I wrote about Imperial Brands (IMB) HERE, there were a few overly excitable comments made. As noted last time, I have never smoked but have no moral hang-up to investing in the sector. If you do...then I guess you have stopped reading or I look forward to your comments. Anyhow, since my original piece the stock is slightly down but only by a percent or two and full year preliminary numbers highlight an improving second half of the year showing a touch of revenue and EPS growth.

Imperial Brands - time to light up...

Published 572 days ago

I have never smoked and have no plans ever to but I am enough of a libertarian to take the view that if individuals want to light up after knowing everything that medical science has discovered about tobacco over the last couple of generations then that is their business. And so I do periodically invest in the tobacco sector.

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