Earlier this month, Interserve went into administration. Its shares have been rendered worthless and the company is now owned by its … [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...]
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...]
BAE Systems has a decent dividend but is it good value?
BAE Systems is an obvious choice for defensive dividend investors. That's because: (1) BAE Systems is the UK's largest defence … [Read more...]
Is HSBC worthy of investment ten years after the financial crisis?
Thanks to the financial crisis of 2007-2009, I rarely review banks. That isn't because I think banks are intrinsically 'uninvestible'. … [Read more...]
FTSE 100 dividend-based valuation and forecast for 2019
For most UK stock market investors, 2018 was not a year to celebrate. The FTSE 100 fell by 12% from 7,648 to 6,734, which left the … [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...]
Investing in turnarounds, recovery stocks and corporate transformations
This is the last in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here's a … [Read more...]
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