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...]
Investment case studies
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...]
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...]
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...]
Why I’ve sold Glaxo despite its attractive 5% dividend yield
When I added GlaxoSmithKline to my portfolio in early 2015, the company was heading for trouble. Some of its key blockbuster drugs (such … [Read more...]
Victrex: Rapid share price gains after a brief turnaround
After a relatively short two-year holding period and some unexpectedly rapid share price gains, I have decided to sell Victrex. In this … [Read more...]
Why I sold Senior PLC after recent share price gains
After a relatively short two-year holding period, aircraft and truck component manufacturer Senior PLC has left my model portfolio. In … [Read more...]
Selling BHP Billiton after its recent share price gains
I added BHP Billiton to the model portfolio in 2011 because its combination of rapid growth and apparently low price made it an attractive … [Read more...]
I sold Beazley PLC because its share price may be close to fair value
Summary: Beazley PLC is a leading international insurer which specialises in insurance policies that are complex and bespoke. I … [Read more...]
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