Mind the Debt – Why FirstGroup’s problems were easy to spot

Investing

Risk is more important than returns.  When investors focus primarily on returns they’re likely to get sucked into whatever has done well recently and to ignore the central importance of risk management.  That is, until a major risk crystalises and whacks them around the back of the head. That’s exactly what we’ve seen with FirstGroup. […]

Has dividend investing become too popular?

Investing

Dividend investing seems to be all the rage at the moment.  What with interest rates below inflation and bond prices dangerously high, it seems like everyone is suddenly a dividend investor.  Usually when an investment strategy becomes popular it’s time for smart investors to look for the exit.  So should dividend investors move onto something […]

Case Study: Reckitt Benckiser investment returns 47.2% in 2 years

Reckitt Benckiser Financial Results

Reckitt Benckiser is a fantastic company.  Every day it sells millions of pounds worth of products like Dettol, French’s Mustard and Nurofen to customers worldwide.  In financial terms it has a perfect record of consistent dividend and earnings growth over the last decade – so why would I want to sell it? The answer certainly […]

10 tools for building a portfolio of high yield shares

Investing

Investing in high yield shares seems to be all the rage at the moment, and that’s no bad thing as high yield shares have been shown to outperform market averages in the long-run.  The problem is that there’s more to picking high yield shares than simply looking for a high yield! There are many other […]