tag:blogger.com,1999:blog-6533494677366906459.post8005824106303452785..comments2023-05-14T13:16:00.415+01:00Comments on DIY Income Investor : Portfolio Buy: Carillion (LSE:CLLN)Sisyphushttp://www.blogger.com/profile/11345967558482194349noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6533494677366906459.post-22555779309661272992013-11-21T14:58:36.292+00:002013-11-21T14:58:36.292+00:00Coming to this almost a year late. I'm a subb...Coming to this almost a year late. I'm a subbie for Carillion and I get paid regularly. I also hold a few shares in the company. Why? They always seem busy, always getting more work, always seem to make a profit. How did I end up here? Considering buying more so doing my research. Looks like I'll be adding a few more to my meagre portfolio :-)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-22364191194914036422012-12-13T21:28:45.681+00:002012-12-13T21:28:45.681+00:00Carillion have this week advised their subcontract...Carillion have this week advised their subcontractors that they are to delay December payments until January 2013, they have probably told their suppliers the same,has anybody else heard about this? this has put a lot of subcontractors in a very difficult situation being unable to pay their suppliers/employeesAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-18528083039109131652012-08-03T11:16:04.846+01:002012-08-03T11:16:04.846+01:00I had been watching these for a small while and yo...I had been watching these for a small while and your article increased my tendency to buy. With Mr Market being so fickle you can never know if its the right time. Shortly after your article it rose then dropped again. Hopefully I have been a little bit more "lucky" with my timing (27/7) but hopefully this company has fallen far enough and will ride out the storm with a nice divi until things get better. There is the possibility of further falls when Mr Market drags everyone down so I may look at add a few more then. I dont know if you like to avg down.<br /><br />I'm hoping that in time we both have found a bargain and that the reward offsets the risk. Enjoy your jollies <br /><br />GerryAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-66584110798830226362012-08-02T05:46:32.613+01:002012-08-02T05:46:32.613+01:00I bought just after the 6% drop, for the same reas...I bought just after the 6% drop, for the same reasons that it looked good in the first place - an even better value after the cut. Fortunately, the market seems to have almost brought it back up, this looks like a solid business so I'm happy to buy and hold.The Liberal Thughttps://www.blogger.com/profile/11477804474477277312noreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-31516201826080877322012-07-13T00:00:09.399+01:002012-07-13T00:00:09.399+01:00From what I hear, Carillion aren't getting muc...From what I hear, Carillion aren't getting much new UK work (there is nothing to win) - the PPI stuff will hold up for the time being. Abroad is where it is all at.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-4094939869226416762012-07-11T09:32:06.551+01:002012-07-11T09:32:06.551+01:00I hold Balfour Beatty and WS Atkins, but am still ...I hold Balfour Beatty and WS Atkins, but am still considering adding Carillion.<br /><br />None of these are intended to be as long-term holds as my utilities, supermarkets, pharma, etc., but I don't see anything wrong with combining income investing with value investing.gadgetmindnoreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-29928531369374809782012-07-08T09:20:08.745+01:002012-07-08T09:20:08.745+01:00Hi Monevator
Yes, I hold Morgan Sindall as well. ...Hi Monevator<br /><br />Yes, I hold Morgan Sindall as well. <br /><br />You may well be right about Carillion - the price promptly fell 6% (!) after I bought it following broker downgrades - amazing how the same market information can lead to such different conclusions. I'll be holding for now.Sisyphushttps://www.blogger.com/profile/11345967558482194349noreply@blogger.comtag:blogger.com,1999:blog-6533494677366906459.post-91237760465023600212012-07-07T10:42:51.480+01:002012-07-07T10:42:51.480+01:00I've looked at Carrilion a few times, but ther...I've looked at Carrilion a few times, but there's something about these support services companies that puts me off. Probably why I never made a fortune from Capita! ;)<br /><br />Have you looked at Morgan Sindall? Wafer thin margins but has survived through the recession(s) with a 7%-ish yield, and has a very entreprenerial leader/founder at the top. (I own).Monevatorhttp://monevator.comnoreply@blogger.com