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?
Reckitt Benckiser is a name which came up several times following my recent, mildly negative review of Unilever. In many ways, Reckitt Benckiser is in the same boat as Unilever. They’re both companies which are highly valued because of their … [Read more...] about Reckitt Benckiser: Expensive defensive or high debt, low growth timebomb?
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
Unilever PLC is one of those defensive income stocks that investors love to love. In fact, investors love Unilever shares so much they’ve pushed the price up from £25 in 2015 to a recent high of £45. Does this mean it’s too late to buy … [Read more...] about Is Unilever a buy, hold or sell?
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
The stock market doesn't offer shares with high yields without good reason. Sometimes the companies are out of favour with investors because they're having a bad PR day, but nothing more. In other cases, the company might be is in serious … [Read more...] about 2 High yield shares in the danger zone
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?
One argument against investing in mega-cap dividend stocks is that elephants don’t gallop, and it's true; they don’t. However, as a dividend-focused investor I’m not necessarily looking for companies that can grow at ten or twenty percent each … [Read more...] about Who is the heavyweight dividend champion?