This article covers some investing tips based on adjustments I've made to my defensive value investment strategy in response to the … [Read more...]
The S&P 500’s CAPE ratio says the US is still expensive
In this article I look at the S&P 500's response to the coronavirus pandemic, the impact on CAPE valuations and what that means for the … [Read more...]
The potential impact of coronavirus on dividends
Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in … [Read more...]
A few thoughts on coronavirus and the recent stock market crash
Unless you are a hermit living in a very remote cave, I'm sure you're aware of the coronavirus pandemic. And if you have any interest in … [Read more...]
Is Diageo’s share price too high?
Diageo's share price has increased by more than 300% since the financial crisis of 2009. In this article I argue that the share price is … [Read more...]
Hunting for sustainable dividend growth
I write the regular Dividend Hunter column for Master Investor magazine, and in the February issue I wrote about sustainable dividend growth … [Read more...]
FTSE 250 CAPE valuation and long-term forecast
Mean reversion of market valuations will be one of the primary headwinds or tailwinds affecting your portfolio over the long-term. In this … [Read more...]
FTSE 100 CAPE valuation and long-term forecast
In this article I calculate the cyclically adjusted PE ratio (CAPE) for the FTSE 100, compare the current value to its historic average and … [Read more...]
Why I sold Aggreko in January
This article explains why I sold Aggreko PLC as part an ongoing process of "spring cleaning" the UK Value Investor model … [Read more...]
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