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Bearbull
August 09, 2018
The American dream
US high-yield stocks are a rarity but maybe their quality compensates for the lack of quantity
August 01, 2018
Utility minus utility
Splitting the major utilities supplier SSE into two is an underwhelming prospect
July 25, 2018
Brexit-free need
As farce morphs towards tragedy, investors must get more ‘Brexit-free’ earnings into their portfolios
July 17, 2018
Earnings illusion
Growth in earnings per share still gets too much attention even though it’s known to be a phoney measure
July 12, 2018
Flagging up performance
Figure out what sort of portfolio you are really running – it may help performance
July 04, 2018
The price of love
Yet another deal among grocery retailers threatens the share ratings of their suppliers
June 28, 2018
It’s a social world
Social trading seems much like social media – great in theory, flawed in practice
June 13, 2018
Einstein’s solution
Successful portfolio management does not need genius – diligence and compounding will do the job nicely
June 07, 2018
A marginal truth
A company’s profit margins only have meaning in relation to the capital it employs
May 31, 2018
Value without growth
When a company’s growth is low, estimates of its value must be more restrained
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