The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings … [Read more...]
Selling Xaar: Why heavy R&D and high cyclicality are not a good mix
Summary Xaar is a relatively young and small leading-edge technology business which I bought in mid-2018It's a good example of how … [Read more...]
Jupiter AM: A good business but is it a good investment?
In this 4,000-word investment review I look at Jupiter Fund Management PLC, a self-described high conviction active asset … [Read more...]
Mid-year FTSE and S&P CAPE ratio review
After a roller coaster first half of 2020, now seems like a good time to review the CAPE ratio for the FTSE 100, FTSE 250 and, for … [Read more...]
Why Ted Baker has been a disaster and a gift in equal measure
Any investment which loses more than 95% of its value can only be described as a disaster. However, the lessons learned from this disaster … [Read more...]
How to find quality companies producing consistent and sustainable growth
This article outlines how I look for quality companies capable of producing consistent and sustainable growth over long periods of … [Read more...]
How to measure dividend growth and the factors that support it
This article looks at how I measure dividend growth along with other factors that support sustainable dividend growth. The first … [Read more...]
The importance of consistently covered dividends
This article goes back to basics and outlines why a consistent record of well-covered dividend payments is the first thing I look for in a … [Read more...]
Tips for investing in a coronavirus world
This article covers some investing tips based on adjustments I've made to my defensive value investment strategy in response to the … [Read more...]
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