Reckitt Benckiser is one of the world’s leading fast moving consumer goods companies, selling familiar products like Dettol, Durex, Nurofen, … [Read more...]
Selling Compass Group after recent share price gains
Compass Group joined the model portfolio in February 2018 as the world’s leading food services business. From its earliest post World War … [Read more...]
The 2018 stock market correction and the art of being patient
For most investors 2018 was a year to forget and from peak to trough, the FTSE All-Share index lost about 16% of its starting value. For … [Read more...]
Is it time to ditch Rolls-Royce after six difficult years?
Rolls-Royce shares are about 20% below where they were in 2013. That's very different to the previous six years (from 2007 to 2013) when … [Read more...]
Rightmove’s shares could be good value if you don’t care about dividends
Rightmove is an incredible business. In the 11 years since it listed on the stock exchange its: Revenues have gone up by more than … [Read more...]
Learn from my mistakes and avoid these three value traps
Most investors found 2018 to be a bumpy ride and I was no exception. The market price of my portfolio declined by more than 10% during … [Read more...]
What went wrong at Interserve?
Earlier this month, Interserve went into administration. Its shares have been rendered worthless and the company is now owned by its … [Read more...]
Why Centrica no longer meets my investment criteria
In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British Gas. It seemed … [Read more...]
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