Summary: Morrisons is a supermarket and along with the other major UK supermarkets, it's had a tough few years competing against the German discounters Aldi and Lidl Revenues, earnings and dividends fell, but are now starting to recover and … [Read more...] about Morrisons’ recovery is underway but is it in the share price?
Since the middle of 2017, shares in British American Tobacco have fallen by as much as 30%. The shares now have a dividend yield of almost 5%, so does this mean they’re good value? British American Tobacco: A brief overview British American Tobacco … [Read more...] about Are British American Tobacco shares good value?
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
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?
Dunelm's share price has fallen by more than 40% over the last two years. Part of that decline is due to the market's Brexit-related dislike of UK-focused cyclical stocks, as some fund managers have pointed out. However, some of the decline is … [Read more...] about Why I still hold Dunelm despite its recent share price decline
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?
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