The latest Investing Matters Podcast episode with multi-award-winning fund manager and international bestselling author Lee Freeman-Shor has just been released. Listen here.
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Vodafone has claimed the top spot as the UK’s most valuable brand for the fifth year in a row, according to our latest Kantar BrandZ Most Valuable UK Brands report. Collectively, the UK’s leading 75 brands are now worth $282.9 billion, up by 1% year on year.
Just to provide balance Vodafone has claimed one of the top spots as the worst performer in the FTSE 100 in May falling 18%.
Excellent. With a drop like that, get your buying boots on and shop this share like a maniac!
'Excellent. With a drop like that, get your buying boots on and shop this share like a maniac!'
I am buying to hold in my sipp for nursing fees. If it doesnt come good by then, I will have dementia ;-)
I have ours in the Isa’s which we don’t touch.
Mr Long.
There is no right or wrong between ISAs or SIPPS until the benefit of hindsight or, perhaps, whatever tax scheme you currently work with, so good luck.
I avoid the highest rates of tax using a SIPP. The fact that VOD has dropped more than the highest rate of tax in the last 5 years is small comfort, but I also get the dividends and, while you cant be right all the time, selling and buying back lower when its obvious, also helps. The tax benefit and the regulated telecom business model is a compromise and a buffer imho..
VOD is not alone in its performance with many value/div stalwarts also hitting multi year lows. But in the end, the market corrects, we rebalance and life goes on. Not many hold all the way from the top to the bottom and back up. But that generally works too.
From experience, as a simple private investor, its best to ignore the traders at the watering hole preying on nervous retail investors day to day, but thats also part of the price search process...
So, ex div on Thursday I think? Woohoo, thats my september european holiday money :-)
Not keen on the sipp as you pay the tax on the gains and the money you put in along the way, once you’ve had your 25% out (I think). Apparently if you don’t take any off it (the sipp) it can be passed on tax free! A million in an Isa has to be the goal, then get a liz truss moment and buy 30 year gov bonds at 8-10% return. Always draw that profit until your gone, then you can pass the whole Isa on tax free up to a mill on ihrt. Wishful thinking!
Just come through on IG Live
VODAFONE AND HUTCHISON TO ANNOUNCE AGREED MERGER OF UK OPERATIONS AS SOON AS FRIDAY OR EARLY NEXT WEEK- RTRS
8:26 am · 7 Jun 2023
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951
Views
Very positive news. 1st domino in the EU consolidation programme. Well done UK PLC. Well done VOD!!
How’s that short looking Jax?
Prediction not so good but I’m long
I expect thats the news Liberty wanted before selling their 'non core' assets and converting their derivative to stock with the cash. Niel may also increase his stake as the starting gun has been fired. E& may have to pay a bit more for a 2nd BoD exec.
Shorts might want to close as the risk profile has changed.
Rating agencies may say something later that improves outlook.
Mr Long, yes you pay tax along the way, over the 25% tax free.
If you are a 40% tax payer and retire on an income less than the 40% tax threshold, you are only paying 20% tax month on month. The state pension is £10k too, when you can get it
In the meantime, some good news today.
https://www.reuters.com/markets/deals/vodafone-hutchison-announce-uk-merger-soon-friday-sources-2023-06-07/