In the latest issue of Master Investor magazine I looked at four high growth “dividend champions”, i.e. companies that have grown quickly whilst raising their dividends every year for the last decade or more. I thought this would make a nice … [Read more...] about 4 High growth dividend champions
In the media
Few stocks have a dividend yield of 15% or more. And when they do, the dividend has usually already been cut drastically or suspended altogether. For example, I recently sorted my stock screen by dividend yield and I got Provident Financial and … [Read more...] about Is Connect Group’s 15% dividend yield sustainable?
For many dividend investors, the demise of Carillion was a disaster. Not only did their portfolios lose an important source of income, they also saw a permanent loss of capital. As usual, it's easy to see what went wrong with hindsight, and in … [Read more...] about Who will be the next Carillion?
Galliford Try is currently the highest yielding housebuilder with a dividend yield of 8%. That’s a very high yield, but is it enough to offset the risks of this notoriously cyclical industry? Neil Woodford’s team certainly seem to think UK … [Read more...] about Is Galliford Try’s 8% dividend yield enough to offset the risks?
As regular readers will know, I think many low-risk defensive "bond proxy" stocks are probably too expensive. Although I usually only talk about UK stocks, I thought I would take a look at two high profile examples of the bond proxy genre from … [Read more...] about Is Buffett right to choose Coca Cola over Microsoft?
Trustworthy dividend stocks are hard to find. Yes, you could look at Unilever, Reckitt Benckiser, or any of the other "bond proxies" which dividend investors are so in love with. But those stocks are mostly expensive and personally I want to … [Read more...] about Hunting for trustworthy dividend stocks
In this month's Dividend Hunter column for Master Investor magazine I looked at some of the highest yielding stocks in the FTSE All-Share. Not to buy them of course, because the dividend yield on its own is a crude tool at the best of … [Read more...] about Unearthing bargains among high yield stocks
As dividend stocks go, Prudential and Legal and General both have mixed track records. On the one hand, they operate in a sector which is relatively immune to the economic cycle (people don’t typically cancel their life insurance just because … [Read more...] about Prudential or Legal and General: Which is the best dividend growth stock?
The recent collapse in the share price of Carillion took many investors by surprise, but should it have? I don't think so. Yes, on the surface things looked fine. Carillion was a highly successful company, with a very long track record of … [Read more...] about Important lessons from the collapse of Carillion’s share price
Neil Woodford strides across the equity income landscape like a colossus, gazing down upon his competitors as they scurry about like ants in the dust. Okay, perhaps that's taking it a bit too far, but Neil Woodford is without doubt the UK's best … [Read more...] about Was Woodford right to sell Glaxo?