A reader asked me to review Royal Mail as a dividend investment, based partly on the company’s 13% dividend yield and the fact that he … [Read more...]
Cranswick’s low dividend yield implies a bright future, but is that likely?
Cranswick is one of the UK's leading food producers. It manufactures a wide range of premium fresh and cooked meat products, from pork chops … [Read more...]
Selling Compass Group after recent share price gains
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...]
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...]
BAE Systems has a decent dividend but is it good value?
BAE Systems is an obvious choice for defensive dividend investors. That's because: (1) BAE Systems is the UK's largest defence … [Read more...]
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