Unless you’re an accountant or an experienced and well-read investor, chances are you either haven’t heard of capitalising lease obligations … [Read more...]
Selling SSE: A defensive utility with lots of problems
SSE joined the UK Value Investor model portfolio in late 2011 with a track record of steady growth. Under the covers there was a lack of … [Read more...]
The ultimate value investing checklist
This value investing checklist is for long-term value investors looking for a decent combination of income and growth. It’s designed to … [Read more...]
Selling Vodafone: Mistakes made and lessons learned
Vodafone was one of the first companies to join the UK Value Investor model portfolio way back in 2011. At the time, Vodafone was a … [Read more...]
FTSE 100 and FTSE 250 mid-year valuations
We're about halfway through 2019, so now is a good time to stop, smell the roses and see how attractively valued (or not) the FTSE 100 and … [Read more...]
Royal Mail’s dividend yield is 13% but I still wouldn’t invest
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...]
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