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...]
How to measure a company’s growth rate
On the whole, it makes sense for long-term investors to invest in companies that are likely to grow over the long-term. And an obvious … [Read more...]
WH Smith: A good choice for dividend growth investors?
When I think of WH Smith, I think of a company which sells products that are either: in decline (physical newspapers, magazines and … [Read more...]
Victrex: Rapid share price gains after a brief turnaround
After a relatively short two-year holding period and some unexpectedly rapid share price gains, I have decided to sell Victrex. In this … [Read more...]
The upside of market corrections
2018 has been a year of corrections for the UK stock market. First we had a market correction (a decline of more than 10%) in January and … [Read more...]
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