In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British … [Read more...]
Buy Unilever. Sleep for 20 years. Wake up rich?
Unilever has produced amazing results for shareholders over many decades and especially in the last ten years. Its shares … [Read more...]
BAE Systems has a decent dividend but is it good value?
BAE Systems is an obvious choice for defensive dividend investors. That's because: (1) BAE Systems is the UK's largest … [Read more...]
Is HSBC worthy of investment ten years after the financial crisis?
Thanks to the financial crisis of 2007-2009, I rarely review banks. That isn't because I think banks are intrinsically … [Read more...]
FTSE 100 dividend-based valuation and forecast for 2019
For most UK stock market investors, 2018 was not a year to celebrate. The FTSE 100 fell by 12% from 7,648 to 6,734, which … [Read more...]
Dissecting N Brown’s dividend cut with 20/20 hindsight
As I've mentioned several times before, 2018 was not a vintage year for my model portfolio. It wasn't a terrible year … [Read more...]
Should you look at free cash flows to find safer dividend payers?
In December I wrote an article for Master Investor magazine talking about 'my stock market tip for 2019'. At the time I … [Read more...]
Investing in turnarounds, recovery stocks and corporate transformations
This is the last in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and … [Read more...]
- 1
- 2
- 3
- …
- 60
- Next Page »