The 5 most profitable, debt free, dividend paying shares

ROI - return on investment

Here’s a list of stocks you might find interesting. It contains five consistent dividend payers that are debt free and highly profitable. Companies like this are often very successful, with competitive advantages that allow them to grow while paying out much of their earnings as a dividend. Their lack of debt also gives them greater […]

The FTSE 100 at 5,000 or 10,000: Which is more likely in the next 5 years?

Question mark

Now that the FTSE 100 has broken through the 7,000 barrier investors can finally set their sights on something more interesting: The big 10,000. Obviously this isn’t going to happen overnight. From where the FTSE 100 is today it would take a 43% gain to reach that giant milestone and you just don’t get gains […]

Why selling to lock in FTSE 100 profits may not be the best investment strategy

Sold

The FTSE 100 index has recently moved above the 7,000 level though it is fair to say that progress has been slow and cautious. However, since it has taken 15 years to regain the position it held at the end of 1999 investors should perhaps be grateful it has at least challenged this totemic hurdle, […]

5 High yield FTSE 100 shares with progressive dividends

Rising dividends

This list of stocks is for investors who are living off their dividend income or aspire to do so. It follows the tried and tested route of selecting big, reliable dividend payers in defensive industries with market-beating yields. I could blather on about the merits of this particular investment approach, but I’m sure you’re already aware of them so […]

Shares in Greggs PLC are too expensive according to these metrics

Share price gains

Back in 2012 I bought a few shares in Greggs for 485p. To me it looked like a solid, relatively defensive company with a good track record of dividend growth and an attractive near-5% dividend yield. Fast forward to late 2014 and I decided to sell my shares in Greggs at 599p, largely because the shares […]

Why Admiral Group is my top rated stock

Admiral Group results to 2014

I must confess that one of my cars is currently insured with Admiral Group, but that’s not the reason why the company’s shares sit at the top of my stock screen. The real reason is that Admiral and its shares have all the features I look for in an investment to a greater extent than any other […]

My portfolio review for Q1 2015

Model portfolio performance from inception - 2015 04 16

Each quarter I review the UKVI model portfolio to make sure it’s doing what it’s supposed to be doing, or to give an explanation if it isn’t. But before I get into the gritty details of whether the portfolio is up or down I’d like to draw your attention to some other things that matter […]

Balfour Beatty and the risks of investing in contract businesses

construction workers

When I bought Balfour Beatty in 2011 the company was still performing well despite some obvious headwinds in the UK and US due to recession-like conditions and government spending cuts in both countries. I thought the company stood a reasonable chance of getting through the slowdown without major problems, and for a couple of years that was true. Eventually though […]

When beating the market is not enough

Investment strategy

Beating the market is an obvious goal for active investors. After all, if you’re not beating a zero-effort passive index, why go to all the time and trouble of being active? This is true for both private and professional active investors: Private investors often obsess over whether or not they beat the market last year, […]

The FTSE 100’s new high is not a bubble

Stock market bubbles

Ever since the FTSE 100 reached a new high last month I’ve been meaning to write something about it. Well now I have, but as one of my semi-regular articles for BullBearings.co.uk. To summarise (for the very busy): In 1999 when the FTSE 100 almost reached 7,000 it was trading well above historically normal valuation multiples […]