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...]
Is HSBC worthy of investment ten years after the financial crisis?
Thanks to the financial crisis of 2007-2009, I rarely review banks. That isn't because I think banks are intrinsically 'uninvestible'. … [Read more...]
FTSE 100 dividend-based valuation and forecast for 2019
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
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
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...]
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