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...]
Factoring in the risk of excessive corporate debt
This is the fourth in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here’s a … [Read more...]
Companies with thin profit margins often make bad investments
This is the third in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here’s a … [Read more...]
Why I’m measuring capital employed growth instead of earnings growth
This is the second in a short series of blog posts covering my stock screen and investment strategy updates for 2019 and beyond. Here’s a … [Read more...]
Why I’ll be looking at reported earnings instead of adjusted earnings from now on
Following a somewhat underwhelming 2018 I decided to make a few small changes to my stock screen’s metrics and my defensive value investment … [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...]
2018 Performance review and lessons learned
It's a new year and so once again it's time to dust off my model portfolio and review (and then try to improve) its performance. This … [Read more...]
Why dividend investors should look at free cash flow
If you're a dividend investor, I think you should pay more attention to a company's free cash flow than its earnings. In a nutshell, … [Read more...]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 56
- Next Page »