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...]
Factoring in the risk of excessive corporate debt
This is the fourth in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and … [Read more...]
Companies with thin profit margins often make bad investments
This is the third in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and … [Read more...]
Why I’m measuring capital employed growth instead of earnings growth
This is the second in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and … [Read more...]
Why I’ll be looking at reported earnings instead of adjusted earnings from now on
Following a somewhat underwhelming 2018 I decided to make a few small changes to my stock screen’s metrics and my defensive … [Read more...]
Why I’ve sold Glaxo despite its attractive 5% dividend yield
When I added GlaxoSmithKline to my portfolio in early 2015, the company was heading for trouble. Some of its key … [Read more...]
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