10-01-2014, 06:57 PM
Lewys120, welcome to the forum. I'd recommend introducing yourself in the introductions section in the forum. It's very hard to answer questions without knowing goals, time frame, where you live, what securities can you buy and tax implications are applicable to you. In case you couldn't tell, I believe the majority of posters here are from the U.S. or Canada and as such we may be ignorant of your options.
From your post, I'm guessing you live in Great Britain somewhere, are very young (well, compared to me) and just learning about investing. Personally, I think you're pretty wise to include a value/dividend growth strategy as part of your portfolio. I wish I had at your age.
I don't have a lot of suggestions for you right now but I do have a couple of opinions. Don't listen to my wife yelling in the background about how I have opinions on EVERYTHING and they're worth what you're paying for them.
That being said, I think GSK could be a good holding going forward. I did a quick glance and they've managed a +/- 5% EPS and dividend growth over the last 5 years, P/E is around 15ish and price/cash flow is somewhere around 11. With a dividend yield over 5% here in the U.S., that starts to get tempting. How does these stats compare in the local currency? You may want to look at that.
Unlike some others, I still like AFLAC even though their performance has been mediocre the last few years. At least they've been consistent and conservative in running the business.
As far as GAZPROM, I'd be very leery of Russian-based businesses. Putin is a megalomaniac who seems to have a lot of influence with the oligarchs running the large, Russian corporations. I doubt very much whether shareholders' interests are anywhere near the top of their priorities. But that's me. If you feel comfortable, the energy field can be very profitable since everyone needs heat and lights.
For the rest of your holdings, I could find very little financial information so I can't offer any opinions there.
You do have some fine corporations "over the pond" from us. Nestle, Unilever, BHP Billiton, Total SA, Royal Dutch Shell, Reckitt Benckiser, InBev, Siemens and National Grid come immediately to mind. Sorry, I don't know what your local exchange tickers would be. I did research the grocery chain Sainsbury's that seemed interesting but have no clue on how the locals view the company and how popular they are so shied away from it.
If you can invest in the US or Canada, you may want to look at the Canadian banks, BMO/BNS/RY/CM/TD. Canada also has some natural resource stocks such a Agrium or Potash. You might also want to look at some major multi-national US corporations such as JNJ, PG, CL, XOM, CVX, GIS, GE, UTX or MMM popped into my head as I was writing.
Since I wasted 5 minutes of your time reading this diatribe, I'll leave you with some general ideas. For a foundation, look for companies that make things that people use regularly and have to buy repeatedly -- drugs, fuel or power, food, health & beauty and, to a lesser extent, clothing. Also look at large corporations that make products that enable these businesses; machinery and chemicals used in manufacturing the above. Lastly, look for companies that pay you a portion of their profits in dividends that continue to grow and reinvest them either in the source company or in similar companies.
From your post, I'm guessing you live in Great Britain somewhere, are very young (well, compared to me) and just learning about investing. Personally, I think you're pretty wise to include a value/dividend growth strategy as part of your portfolio. I wish I had at your age.
I don't have a lot of suggestions for you right now but I do have a couple of opinions. Don't listen to my wife yelling in the background about how I have opinions on EVERYTHING and they're worth what you're paying for them.
That being said, I think GSK could be a good holding going forward. I did a quick glance and they've managed a +/- 5% EPS and dividend growth over the last 5 years, P/E is around 15ish and price/cash flow is somewhere around 11. With a dividend yield over 5% here in the U.S., that starts to get tempting. How does these stats compare in the local currency? You may want to look at that.
Unlike some others, I still like AFLAC even though their performance has been mediocre the last few years. At least they've been consistent and conservative in running the business.
As far as GAZPROM, I'd be very leery of Russian-based businesses. Putin is a megalomaniac who seems to have a lot of influence with the oligarchs running the large, Russian corporations. I doubt very much whether shareholders' interests are anywhere near the top of their priorities. But that's me. If you feel comfortable, the energy field can be very profitable since everyone needs heat and lights.
For the rest of your holdings, I could find very little financial information so I can't offer any opinions there.
You do have some fine corporations "over the pond" from us. Nestle, Unilever, BHP Billiton, Total SA, Royal Dutch Shell, Reckitt Benckiser, InBev, Siemens and National Grid come immediately to mind. Sorry, I don't know what your local exchange tickers would be. I did research the grocery chain Sainsbury's that seemed interesting but have no clue on how the locals view the company and how popular they are so shied away from it.
If you can invest in the US or Canada, you may want to look at the Canadian banks, BMO/BNS/RY/CM/TD. Canada also has some natural resource stocks such a Agrium or Potash. You might also want to look at some major multi-national US corporations such as JNJ, PG, CL, XOM, CVX, GIS, GE, UTX or MMM popped into my head as I was writing.
Since I wasted 5 minutes of your time reading this diatribe, I'll leave you with some general ideas. For a foundation, look for companies that make things that people use regularly and have to buy repeatedly -- drugs, fuel or power, food, health & beauty and, to a lesser extent, clothing. Also look at large corporations that make products that enable these businesses; machinery and chemicals used in manufacturing the above. Lastly, look for companies that pay you a portion of their profits in dividends that continue to grow and reinvest them either in the source company or in similar companies.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan