2017 is drawing to a close, so once again it's time for my semi-regular UK stock market review. In this case I'll be looking at the FTSE 100's current valuation and making a fact-based forecast for 2018. I'll also use that same approach to make a … [Read more...] about FTSE 100 Valuation and forecast for 2018 and beyond
Reckitt Benckiser is a name which came up several times following my recent, mildly negative review of Unilever. In many ways, Reckitt Benckiser is in the same boat as Unilever. They’re both companies which are highly valued because of their … [Read more...] about Reckitt Benckiser: Expensive defensive or high debt, low growth timebomb?
Trustworthy dividend stocks are hard to find. Yes, you could look at Unilever, Reckitt Benckiser, or any of the other "bond proxies" which dividend investors are so in love with. But those stocks are mostly expensive and personally I want to … [Read more...] about Hunting for trustworthy dividend stocks
In this blog post I review my decision to buy Rio Tinto shares in 2012, and my decision to sell them last week. Here's the executive summary: Rio Tinto was a volatile investment with some extreme ups and downs, but when I eventually sold its … [Read more...] about Why I’ve sold my Rio Tinto shares
Unilever PLC is one of those defensive income stocks that investors love to love. In fact, investors love Unilever shares so much they’ve pushed the price up from £25 in 2015 to a recent high of £45. Does this mean it’s too late to buy … [Read more...] about Is Unilever a buy, hold or sell?
In this month's Dividend Hunter column for Master Investor magazine I looked at some of the highest yielding stocks in the FTSE All-Share. Not to buy them of course, because the dividend yield on its own is a crude tool at the best of … [Read more...] about Unearthing bargains among high yield stocks
Here's a quick update on my high yield, low risk portfolio, which has now doubled in value over the last six years. Hopefully this review will give you some ideas about how you can perform your own portfolio review, which is a critical part of … [Read more...] about Portfolio review: 100% return over 6 years (high yield, low risk)
The stock market doesn't offer shares with high yields without good reason. Sometimes the companies are out of favour with investors because they're having a bad PR day, but nothing more. In other cases, the company might be is in serious … [Read more...] about 2 High yield shares in the danger zone
Once upon a time, Neil Woodford was the most celebrated fund manager in the UK. Today, Woodford bashing has almost become a national sport. So what mistakes did he make and, more importantly, what can we learn from the great man's … [Read more...] about Has Neil Woodford lost it? (and his 3 big mistakes)
As dividend stocks go, Prudential and Legal and General both have mixed track records. On the one hand, they operate in a sector which is relatively immune to the economic cycle (people don’t typically cancel their life insurance just because … [Read more...] about Prudential or Legal and General: Which is the best dividend growth stock?