Dividend, Share Price: Is there a connection?

[rozella]

Re: Dividend, Share Price. Is there a connection?

Finally sold my 2nd parcel of GFF @ 251.0 today, I thought it had escaped down again when it dropped back to 245.0
Bought 13th September @ 251.0 with a margin of 70%
Investment 75.3/share
Exdiv 24th September
Dividend 7.5/share 65% franked 2.09/share
Gross profit 7.5/share = 9.96% return on investment. 13 days

 

[It's Snake Pliskin]

Re: Dividend, Share Price. Is there a connection?

Hi Rozella,

I enjoy reading your posts.
Thanks for posting them.
Snake

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Sold STW today @ 6380.00
Bought 22nd June @ 6360.0 with a margin of 70%
Investment 1908.0/unit
exdist 25th June
distribution 239.8348/unit, franking credit 27.5844/unit
Gross profit 287.42/unit = 15.06% return on investment, incl fc. 98 days

Thanks snake.

 

[doctorj]

Re: Dividend, Share Price. Is there a connection?

Hi Rozella,

I enjoy reading your posts.
Thanks for posting them.
Snake

+1 for this. Thanks rozella, the insight you offer into this style of trading is invaluable.

Any chance of you posting an equity curve for the last few years?

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

+1 for this. Thanks rozella, the insight you offer into this style of trading is invaluable.

Any chance of you posting an equity curve for the last few years?

G'day doctorj,

I have not updated my personal trading equity curve for a couple of years because of too many other things to do......but you have inspired me to catchup & will post it in due course.

Cheers,

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Bought GPT on the close today @ 500.0 with a margin of 80%
Investment 100.0/unit
Distribution announcement expected this month
Exdist expected 25th October
Last years distribution was 6.9/unit zero franked

It is below my normal yield criteria because it pays quarterly, however, I trade it each period usually a couple of times prior to exdist.

 

[michael_selway]

Re: Dividend, Share Price. Is there a connection?

Bought GPT on the close today @ 500.0 with a margin of 80%
Investment 100.0/unit
Distribution announcement expected this month
Exdist expected 25th October
Last years distribution was 6.9/unit zero franked

It is below my normal yield criteria because it pays quarterly, however, I trade it each period usually a couple of times prior to exdist.

Hi rozella thanks

Btw how did you go during that "August Crash"?

thx

MS

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

G'day Michael,

Hi rozella thanks

Btw how did you go during that "August Crash"?

thx

MS

I had 13 purchases in August of which 9 were wins & the other 4 are still open. Ytd to September 28th, I have had 31 purchases of which 20 were wins, 1 loss & 10 still open. The loss was RIO sold at $90.70 in July...ha-ha now $111.44 ROC 13.20% for completed trades in the qtr.

The July/August correction slowed me up a bit.

The comparison for the same period last year is 37 purchases, 30 wins & 7 losses. ROC 9.7% for completed trades in the qtr.

This year has been better overall, as ALS, FCL & TLSCA are my only losers to speak of in this year in my open trades.

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Bought 2 parcels of DJS today

Bought DJS @ 501.0 with a margin of 70%
Investment 150.3/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share

Bought DJS @ 493.0 with a margin of 70%
Investment 147.9/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Bought ANZ on the open today @ 3045.0 with a margin of 75%
Investment 761.25/share
Profit announcement expected 25th October
Exdiv expected 8th November
Last years dividend was 69.0/share fully franked 29.57/share

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Sold a parcel of DJS to day @ 496.0
Bought 3rd October @ 493.0 with a margin of 70%
Investment 147.9/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share
Gross profit 15.0/share = 10.14% return on investment excl fc. 7 days.

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Sold TLSCA today @ 307.0
Bought 9th August @ 305.0 with a margin of 80%
Investment 61.0/share
Exdiv 20th August
Dividend 14.0/share fully franked, 6.0/share
Gross profit 22.0/share = 36.06% return on investment, incl fc. 63 days.

 

[notneo]

Re: Dividend, Share Price. Is there a connection?

Bought 2 parcels of DJS today

Bought DJS @ 501.0 with a margin of 70%
Investment 150.3/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share

Bought DJS @ 493.0 with a margin of 70%
Investment 147.9/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share

Sold a parcel of DJS to day @ 496.0
Bought 3rd October @ 493.0 with a margin of 70%
Investment 147.9/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share
Gross profit 15.0/share = 10.14% return on investment excl fc. 7 days.

Didn't you buy them @501 as opposed to 493 and would have incurred a loss?

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

G'day notneo,

I bought two separate parcels (in separate tax entities) at two different prices.....493.0 & 501.0

One parcel, bought @ 493.0 has been sold, the other, I still hold.

 

[notneo]

Re: Dividend, Share Price. Is there a connection?

Sorry about that, I must have skimmed over your post. Thanks for your posts, it has given me yet more food for thought

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Sold last parcel of DJS today on the open @ 502.0
Bought 3rd October @ 501.0 with a margin of 70%
Investment 150.3/share
Exdiv 10th October
Dividend 13.0/share fully franked 5.57/share
Gross profit 14.0/share = 9.31% return on investment, excl fc. 12 days.

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Bought another parcel of ZFX today @ 1815.0 with a margin of 70%
Investment 544.5/share
Exdiv 30th October
Dividend 70.0/share fully franked 30.0/share

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Bought another parcel of ZFX today on the open @ 1800.0 with a margin of 70%
Now have my full quota
Investment 540.0/share
Exdiv 30th October
Dividend 70.0/share fully franked 30.0/share

 

[rozella]

Re: Dividend, Share Price. Is there a connection?

Bought WES today @ 4290.0 with a margin of 75%
Investment 1072.50/share
Exdiv 8th November
Dividend 140.0/share fully franked 60.0/share

Bought WBC today @ 2920.0 with a margin of 75%
Investment 730.0/share
Announcement expected 1st November
Exdiv expected 6th November
Last years dividend was 60.0/share fully franked 25.71/share

 

[Fool]

Re: Dividend, Share Price. Is there a connection?

hey rozella,

what are the difference between margin lending and CFD,

cfd would produce a higher investment per/share but wouldn't get frank dividends

margin lending you get frank dividends to save on tax,

Have you done an analysis as to which one would work out better?

Or I take it tax benefits win hands down?