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 370%, … [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...]
Buy Unilever. Sleep for 20 years. Wake up rich?
Unilever has produced amazing results for shareholders over many decades and especially in the last ten years. Its shares have more than … [Read more...]
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