Three companies in the UK Value Investor model portfolio are currently facing huge amounts of negative sentiment. Their dividend yields … [Read more...]
In the media
Is Sainsbury’s worth its heavily discounted share price?
Poor old Sainsbury’s. Its share price is currently lower than at any time over the last 25 years and appears to be in free-fall. But how … [Read more...]
Does Reckitt Benckiser’s 30% share price decline make it good value?
Reckitt Benckiser is one of the world’s leading fast moving consumer goods companies, selling familiar products like Dettol, Durex, Nurofen, … [Read more...]
Learn from my mistakes and avoid these three value traps
Most investors found 2018 to be a bumpy ride and I was no exception. The market price of my portfolio declined by more than 10% during … [Read more...]
Buy Unilever. Sleep for 20 years. Wake up rich?
Unilever has produced amazing results for shareholders over many decades and especially in the last ten years. Its shares have more than … [Read more...]
Dissecting N Brown’s dividend cut with 20/20 hindsight
As I've mentioned several times before, 2018 was not a vintage year for my model portfolio. It wasn't a terrible year either, but there … [Read more...]
Should you look at free cash flows to find safer dividend payers?
In December I wrote an article for Master Investor magazine talking about 'my stock market tip for 2019'. At the time I was looking to … [Read more...]
WH Smith: A good choice for dividend growth investors?
When I think of WH Smith, I think of a company which sells products that are either: in decline (physical newspapers, magazines and … [Read more...]
Is Hargreaves Lansdown’s dividend yield too low for income investors?
Hargreaves Lansdown is a name we've all heard of. It's the dominant leader of the investment platform market and it's 40% market share is … [Read more...]