gamesinvestor
12 Dec 2014
Re: Next Year The dividend column illustrates the decline in the dividend in 2015 in bar chart form rather than tabular, but it shows a decline all the same.Games
FRTEB
12 Dec 2014
Re: Next Year On digital look. Under the "Key Fundamentals" section the figures are in US dollars and cents. In the section below - "Forecast" the figures are in UK £ and pence.
gamesinvestor
12 Dec 2014
Re: Next Year "Where did you get your figures from?"digitallook, and some of it's available on FT if subscribedGames
FRTEB
12 Dec 2014
Re: Next Year Look at the FT.com link I posted below. Hover over the dividend columns...
gamesinvestor
12 Dec 2014
Re: Next Year and just to reiterate, that decline is two years in a row :-EPS2014 / 2013 -- decline of 12%2015 / 2014 -- decline forecast of 13%Pretax Profit 2015 / 2014 -- decline forecast of 13%Dividend2014 -- 34.07p actual2015 -- 31.55p forecast - a decline of 7.4%Games
FRTEB
12 Dec 2014
Re: Next Year Where did you get your figures from?
FRTEB
12 Dec 2014
Re: Next Year ...Also:[link]
gamesinvestor
12 Dec 2014
Re: Next Year No the figures I have quoted are for this year in £'s and for 2015 in £'sGames -- it's the decline in the pre-tax profit, EPS and dividend I'm focussing on.
FRTEB
12 Dec 2014
Re: Next Year If you look here :[link] will see that the reported figures are in $ whereas the forecasts are in £.
gamesinvestor
12 Dec 2014
Re: any thoughts FRTEB, which is strange considering all the links I sent you illustrate it's been in his portfolio from the get go and I'm pretty sure I was not seeing things in the October list, which I didn't download.Anyhow -- forget it for now -- perhaps focus on the last post I made and discuss the next year scenario which is probably more important.Games
FRTEB
12 Dec 2014
Re: any thoughts "Games -- Not sure where you are getting your monthly lists from, but on the woodfordfunds.com - where you will need to register you can view the list. It was on his October list as updated in November and it disappeared off his November list in the early December update. "---------- ---------- ---------- Games, I downloaded the excel spreadsheets direct from [link] have the spreadsheets from August, September, October and November. Catlin is not listed on any of the spreadsheets.
gamesinvestor
12 Dec 2014
Westhouse v JP Morgan December 2014Westhouse Securities 11/12 Reiterates Sell Sell Westhouse Securities 10/12 Downgrades Neutral Sell 500.00p 500.00p JP Morgan Cazenove 10/12 Reiterates Overweight Overweight 620.00p 660.00p
gamesinvestor
12 Dec 2014
Re: any thoughts FRTEBIt started out as 0.43% of his fund -- see the 2nd link[link] -- Not sure where you are getting your monthly lists from, but on the woodfordfunds.com - where you will need to register you can view the list. It was on his October list as updated in November and it disappeared off his November list in the early December update.
FRTEB
12 Dec 2014
Re: any thoughts Games, what are you on?!See my post from Tuesday, in reply to you:" Catlin was never on Woodford's list of holdings AFAIK - certainly it isn't listed in September, October or November. "
gamesinvestor
12 Dec 2014
Re: any thoughts Mpg1 -- no immediate thoughts, but one comment -- "It disappeared off Neil Woodford's list in November"He still holds Hiscox, Lancashire and AmlinGames
