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
Portfolio review: 100% return over 6 years (high yield, low risk)
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)
2 High yield shares in the danger zone
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
Has Neil Woodford lost it? (and his 3 big mistakes)
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)
Prudential or Legal and General: Which is the best dividend growth stock?
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?
Selling Braemar Shipping Services: Important lessons from a volatile investment
Braemar Shipping Services PLC joined my model portfolio way back in early 2011, just a couple of months after the portfolio’s inception. Although substantially different in detail, my investment strategy in 2011 was based on the same basic … [Read more...] about Selling Braemar Shipping Services: Important lessons from a volatile investment
39 Lessons from my 3 favourite investment books
Over the years I’ve read a lot of books about investing and value investing in particular. Out of all those books, only a handful had a major impact on how I invest. In fact, that handful of investment books has probably helped me to generated … [Read more...] about 39 Lessons from my 3 favourite investment books
Important lessons from the collapse of Carillion’s share price
The recent collapse in the share price of Carillion took many investors by surprise, but should it have? I don't think so. Yes, on the surface things looked fine. Carillion was a highly successful company, with a very long track record of … [Read more...] about Important lessons from the collapse of Carillion’s share price
FTSE 100 valuation and forecast to mid-2018
We’re halfway through the year so that can only mean one thing: It’s time to re-calculate fair value for the FTSE 100 and dip a toe into the mystic world of stock market forecasts. FTSE 100 valuation: Almost at fair value After an incredibly long … [Read more...] about FTSE 100 valuation and forecast to mid-2018
Defensive value portfolio update: 2017 Q2
This is just a quick update on recent events in the UK Value Investor model portfolio, including buys, sells and performance relative to a FTSE All-Share tracker. Before I get into the nitty-gritty, here’s a recap on the model portfolio’s … [Read more...] about Defensive value portfolio update: 2017 Q2