Two months ago I wrote a long article about Discounted Dividend Models and how I've started to use them to value companies. I then added … [Read more...]
Investment strategy
How to value shares with the Dividend Discount Model
As a value investor I've spent most of the last ten years valuing companies using valuation ratios such as dividend yield and the cyclically … [Read more...]
How to build a concentrated portfolio of quality shares
Over the last ten years or so my investment approach has moved steadily towards higher quality companies, yet hopefully still purchased at … [Read more...]
How to categorise stocks as quality, defensive and/or value
A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, … [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...]
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...]
A dividend investor’s guide to recessions, depressions and pandemics
The economic impact of the coronavirus pandemic should not be underestimated. It is, in my opinion, likely to produce a severe recession … [Read more...]
The potential impact of coronavirus on dividends
Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in … [Read more...]
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