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One nice feature of the stock market is that you don’t have to reinvest your income to benefit from compound interest. That’s because most companies retain a significant portion of their profits even after dividends have been paid. Those retained profits are then re-invested in the business, compounding profits even if you don’t reinvest your […]
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I added BHP Billiton to the model portfolio in 2011 because its combination of rapid growth and apparently low price made it an attractive option for my then-embryonic “defensive value” investment strategy. With hindsight, BHP’s growth rate was completely unsustainable and the purchase price was too high rather than attractively low, so the final results […]
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Is the UK stock market cheap or expensive compared to historic norms? And are its returns over the next decade or so likely to be good, bad or ugly? To find out, I’m going to look at the current valuation of both the FTSE 100 and FTSE 250. After that I’ll wrap things up with […]
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Average property prices in the UK are at historic highs and this is not good news for future house price gains. Why? The short answer is that trees don’t grow to the sky. The longer answer is a bit more complicated but very interesting. But first, a question: Why am I – a stock market […]
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In my family I’m the odd one out. My parents see property investments as their pension. My brother sees property investments as his pension. My cousins see property investments as their pension. I’m the only one, as far as I know, who favours stock market investments over property investments. And this is despite the fact […]
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BT’s share price has fallen by more than 50% over the last two years and today it’s dividend yield is north of 8%. Ever the bargain hunter, I decided to take a closer look. I wanted to see if at BT had any major problems, or if the market was overreacting as it so often […]
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“The defensive investor must confine himself to the shares of important companies with a long record of profitable operations and in strong financial condition.” – Ben Graham Here’s a comprehensive but accessible guide to building a high-yield low-risk portfolio of shares. It’s the strategy behind UK Value Investor’s model portfolio, it’s the strategy I use […]
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Sainsbury, Asda and the other large UK supermarkets are currently engaged in an all-out price war with Aldi and Lidl. While price wars may be good for customers, they are rarely good for companies, their profit margins or their shareholders. Sainsbury and Asda are hoping to protect their profit margins and shareholders by combining their […]
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In this month’s Master Investor magazine I reviewed Centrica, a large and mature business operating in a very defensive sector, which at the time of writing had a dividend yield of more than 8%. At first glance this seems odd. Most of the time when you’re looking for very high yield stocks, you’ll end up […]
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Summary: Beazley PLC is a leading international insurer which specialises in insurance policies that are complex and bespoke. I added it to my defensive value portfolio in 2015 because it was a good company trading at a reasonable price. I decided to sell because the share price has almost doubled, leaving the shares close to […]
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