How I’m Increasing my focus on defensive sectors


Although I think of myself as a defensive value investor I’ve never really defined “defensiveness” in terms of the sector that a company operates in. Usually I just look for companies that have a history of profitable growth and dividend payments stretching back at least a decade. If a company has been consistently successful over […]

Legal & General shares: Progressive dividend growth and a decent yield

Investing ROI

If you wanted to you could have bought Legal & General shares for less than 25p in March of 2009. Of course few investors were willing to invest in anything, let alone a finance company, at the exact point in which so many thought the financial world was about to end. Today the shares stand at 240p. […]

Why you shouldn’t always trust your stock screen

Investment Analysis

Stock screens are perhaps the greatest gift that computers and the internet have given to investors. With just a few clicks, taps or keystrokes you can slice and dice the entire universe of public companies in hundreds of different ways. If you want high yield shares, that’s easy. High growth? That’s easy too. As is […]

Why I’ve sold Royal Dutch Shell PLC

Royal Dutch Shell Share price performance 2014 08

While I always invest with the expectation of holding the shares for a number of years, it doesn’t always work out that way. The stock market is a volatile and unpredictable place and sometimes what was attractively valued one day may look significantly less attractive just a few months later, and that’s pretty much what happened with […]

Passive and active investors want a level playing field

ROI - return on investment

Passive investors and active investors have both been helped enormously by the number of websites that collate investment related data and present it in a readily digestible form. However, some of these are hosted by investment product providers and may not offer a complete overview of the market for commercial reasons. Leaving those aside these sites, […]

The 10 most progressive growth stocks in the UK

Rising dividends

Growth is an important aspect of value, and progressive growth is especially important to defensive value investors like me. I prefer to measure progressive growth by counting how often a company’s annual dividends went up over the past 10 years. Because dividends aren’t the whole picture I also do the same for earnings and revenues. […]

Rolls-Royce shares: Are future growth prospects enough to offset a low dividend yield?


Rolls-Royce shares have long been a favourite of defensive and income-seeking investors. It’s easy to see why if you look at its long record of inflation beating dividend growth. The company almost doubled its dividend between 1992 and 2002 and more than doubled it in the following decade. That’s no mean feat for such a […]