Editor’s Blog — Page 3 — UK Value Investor

FTSE 100 dividend-based valuation and forecast for 2019

February 13, 2019 By John Kingham 23 Comments

For most UK stock market investors, 2018 was not a year to celebrate. The FTSE 100 fell by 12% from 7,648 to 6,734, which left the … [Read more...]

Investing in turnarounds, recovery stocks and corporate transformations

January 30, 2019 By John Kingham 13 Comments

This is the last in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here's a … [Read more...]

Factoring in the risk of excessive corporate debt

January 28, 2019 By John Kingham 3 Comments

This is the fourth in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here’s a … [Read more...]

Companies with thin profit margins often make bad investments

January 25, 2019 By John Kingham 7 Comments

This is the third in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here’s a … [Read more...]

Why I’m measuring capital employed growth instead of earnings growth

January 23, 2019 By John Kingham 7 Comments

This is the second in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here’s a … [Read more...]

Why I’ll be looking at reported earnings instead of adjusted earnings from now on

January 23, 2019 By John Kingham 2 Comments

Following a somewhat underwhelming 2018 I decided to make a few small changes to my stock screen’s metrics and my defensive value investment … [Read more...]

Why I’ve sold Glaxo despite its attractive 5% dividend yield

January 16, 2019 By John Kingham

When I added GlaxoSmithKline to my portfolio in early 2015, the company was heading for trouble. Some of its key blockbuster drugs (such … [Read more...]