Summary: Morrisons is a supermarket and along with the other major UK supermarkets, it's had a tough few years competing against the German discounters Aldi and Lidl Revenues, earnings and dividends fell, but are now starting to recover and … [Read more...] about Morrisons’ recovery is underway but is it in the share price?
Since the middle of 2017, shares in British American Tobacco have fallen by as much as 30%. The shares now have a dividend yield of almost 5%, so does this mean they’re good value? British American Tobacco: A brief overview British American Tobacco … [Read more...] about Are British American Tobacco shares good value?
In the latest issue of Master Investor magazine I looked at four high growth “dividend champions”, i.e. companies that have grown quickly whilst raising their dividends every year for the last decade or more. I thought this would make a nice … [Read more...] about 4 High growth dividend champions
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 carry out regular but infrequent portfolio reviews. In my case I do these reviews at the end of each quarter and, as you've … [Read more...] about Defensive value performance review: 2018 Q1
Dignity PLC is an interesting stock. It runs the UK’s only national network of funeral directors and crematoria, and only Co-op Funeralcare operates on anything like the same scale. In terms of performance, Dignity has a long history of rapid … [Read more...] about Some thoughts on Dignity PLC after its 70% share price fall
Who's right about the UK stock market? Is it the bulls, who think the UK market is attractively valued and could easily double if investors fall in love with stocks again? Or is it the bears, who see the FTSE 100 at record highs and a … [Read more...] about Why the UK bull market could have a long way to go
Few stocks have a dividend yield of 15% or more. And when they do, the dividend has usually already been cut drastically or suspended altogether. For example, I recently sorted my stock screen by dividend yield and I got Provident Financial and … [Read more...] about Is Connect Group’s 15% dividend yield sustainable?
When I added AstraZeneca to my portfolio in mid-2015 it was the second time I’d invested in this well-known pharmaceutical company. The reasons for both investments were more or less the same: AstraZeneca appeared to be a fundamentally sound … [Read more...] about I’ve sold AstraZeneca because of its rising share price and weak results
Dunelm's share price has fallen by more than 40% over the last two years. Part of that decline is due to the market's Brexit-related dislike of UK-focused cyclical stocks, as some fund managers have pointed out. However, some of the decline is … [Read more...] about Why I still hold Dunelm despite its recent share price decline
Holding winners for longer and selling losers faster is a well-established rule of thumb for investors and traders alike. The idea is to offset the natural response of most people, which is to quickly sell winners (in order to lock in profits) … [Read more...] about Should you let winners run and cut losers quick?