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...]
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...]
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