UK Value Investor — For high yield value investors

The potential impact of coronavirus on dividends

March 26, 2020 By John Kingham 33 Comments

Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in … [Read more...]

Hunting for dividends in the Goldilocks zone

March 13, 2020 By John Kingham 5 Comments

It goes without saying that dividend investors want a reasonable yield, but what is reasonable? Some investors are happy with … [Read more...]

A few thoughts on coronavirus and the recent stock market crash

March 12, 2020 By John Kingham 31 Comments

Unless you are a hermit living in a very remote cave, I'm sure you're aware of the coronavirus pandemic. And if you have any interest in … [Read more...]

Hunting for sustainable dividend growth

February 19, 2020 By John Kingham 6 Comments

I write the regular Dividend Hunter column for Master Investor magazine, and in the February issue I wrote about sustainable dividend growth … [Read more...]

FTSE 250 CAPE valuation and long-term forecast

February 12, 2020 By John Kingham 10 Comments

Mean reversion of market valuations will be one of the primary headwinds or tailwinds affecting your portfolio over the long-term. In this … [Read more...]

FTSE 100 CAPE valuation and long-term forecast

February 10, 2020 By John Kingham 27 Comments

In this article I calculate the cyclically adjusted PE ratio (CAPE) for the FTSE 100, compare the current value to its historic average and … [Read more...]