Defensive Value Investing – An Overview
This report outlines an approach to value investing which focusses on large, successful businesses. The key requirements for any potential investment is that it should have: a long history of profitability, an unbroken record of dividends over at least ten years, low levels of debt and a market leading position (or close to it). Businesses are valued based on their long term growth, the current price relative to long term ‘normalised’ earnings and the current dividend yield. Click here to download (pdf).
Defensive Value Report – User Guide
The Defensive Value Report gives cautious and income seeking value investors a quick and easy way to track down those companies that offer good value with high levels of income and robust growth prospects. For new subscribers, this User Guide gives a quick overview of the key parts of the newsletter and how to get the most from each issue. Click here to download (pdf).
Defensive Value Report – Sample Issue from December 2011
The newsletter that provides cautious and income seeking value investors with additional tools to save them time and effort. Click here to download (pdf).
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