"The defensive investor must confine himself to the shares of important companies with a long record of profitable operations … [Read more...]
Why the Sainsbury / Asda merger is necessary but not sufficient
Sainsbury, Asda and the other large UK supermarkets are currently engaged in an all-out price war with Aldi and … [Read more...]
Centrica’s 8% dividend yield means it’s priced for energy Armageddon
In this month's Master Investor magazine I reviewed Centrica, a large and mature business operating in a very defensive … [Read more...]
I sold Beazley PLC because its share price may be close to fair value
Summary: Beazley PLC is a leading international insurer which specialises in insurance policies that are complex and … [Read more...]
Morrisons’ recovery is underway but is it in the share price?
Summary: Morrisons is a supermarket and along with the other major UK supermarkets, it's had a tough few years competing … [Read more...]
Are British American Tobacco shares good value?
Since the middle of 2017, shares in British American Tobacco have fallen by as much as 30%. The shares now have a dividend … [Read more...]
4 High growth dividend champions
In the latest issue of Master Investor magazine I looked at four high growth “dividend champions”, i.e. companies that have … [Read more...]
Defensive value performance review: 2018 Q1
Although I don't think it's a good idea to look at the value of your investments too often, I do think it's a good idea to … [Read more...]
Some thoughts on Dignity PLC after its 70% share price fall
Dignity PLC is an interesting stock. It runs the UK’s only national network of funeral directors and crematoria, and only … [Read more...]
Why the UK bull market could have a long way to go
Who's right about the UK stock market? Is it the bulls, who think the UK market is attractively valued and could easily … [Read more...]
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