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How to Invest
January 23, 2019
SSE – a lesson in dividend safety
SSE's strategy of investing in assets to grow profits and increase its dividend has come unstuck. Can its revised payout stand up to a multitude of threats?
January 16, 2019
The search for a reliable valuation yardstick
There are many different ways to value a company and here are some of the most useful
January 09, 2019
Unilever – a share for all seasons?
Can the maker of the iconic Marmite spread shed its lumbering consumer goods giant label?
December 19, 2018
Share prices contain valuable information: here's how to use it
Instead of trying to predict a company's future profits it's better to try to work out what a company's share price is implying about the future
December 12, 2018
Low margins and high debts are a lethal mix
Low profit margins are a classic sign of weakness. Combining them with lots of debt is often a recipe for trouble
December 10, 2018
Victrex looks downstream to maintain profit sweet spot
At the moment Victrex is arguably in a sweet spot of profitability, but can that continue?
December 05, 2018
Can anything stop the Rightmove juggernaut?
Rightmove is an outstanding business, but has it squeezed its customers too much?
December 03, 2018
Quality Cranswick has a meaty valuation
This well-run producer of fine meats should prove a resilient business but is already fairly priced.
November 28, 2018
How to understand a company's working capital position
The term working capital may make your eyes glaze over, but time taken to understand this important subject is usually time well spent
November 26, 2018
Halma: a great business but not cheap
In the first part of my round-up this week I look at Halma, the manufacturer of safety products, which is one of my favourite companies.
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