John Kingham

4 high-growth dividend champions

4 high-growth dividend champions

10 mins. to read

Over the last few months I’ve mostly written about high yield stocks and the occasional high-profile disaster. That sort of thing isn’t to everyone’s taste, so this month I’ll be looking at something completely different. More specifically, I’ll be looking at four high growth “dividend champions”, companies that have grown quickly whilst raising their dividend…

Can a 15% dividend yield ever be sustainable?

Can a 15% dividend yield ever be sustainable?

14 mins. to read

Very few stocks ever have a dividend yield of 15% or more, and if they do then the dividend has probably already been cut or suspended. For example, if I sort my watch list of dividend-paying stocks by yield, I get Provident Financial and Capita at the top, with yields of 20% and 17% respectively.…

Who will be the next Carillion?

Who will be the next Carillion?

12 mins. to read

For many dividend investors, the demise of Carillion was a disaster. Not only did their portfolios lose an important source of income, they also saw a permanent loss of capital. It’s easy to see what went wrong with hindsight, and in the August 2017 issue of Master Investor I wrote about some of the key…

Is Buffett right to choose Coca Cola over Microsoft?

Is Buffett right to choose Coca Cola over Microsoft?

11 mins. to read

As a UK investor I am mostly interested in UK stocks. However, Master Investor’s focus last month on the US prompted me to look across the pond. Specifically, I wanted to see how some of the biggest and safest dividend payers in the US stacked up as long-term dividend investments. To be honest, I wasn’t…

Unearthing bargains among high-yield stocks

Unearthing bargains among high-yield stocks

0 mins. to read

Every now and then I like to take a look at the highest yielding stocks in the market. Not to buy them of course, because the dividend yield on its own is a crude tool at the best of times. Instead, I’m interested in finding out which companies have crashed and burned, and what lessons…

Bag a premium income from the insurance majors

Bag a premium income from the insurance majors

1 mins. to read

As dividend stocks go, life insurance companies have a mixed track record. On the one hand, they operate in a sector which is relatively immune to the economic cycle (people don’t typically cancel their life insurance just because there’s a recession). On the other hand, dividend cuts are fairly common within the sector, despite its…

What you need to know to avoid the next Carillion

What you need to know to avoid the next Carillion

0 mins. to read

Following its demerger from Tarmac Group in 1999, Carillion has given its shareholders fantastic returns year after year. Perhaps the best example of this is its dividend, which grew every single year, going from 2.7p in 1999 to 18.4p in 2016. That’s equivalent to a growth rate of 12% per year, every year, for 17…

Was Woodford right to sell Glaxo and hold AstraZeneca?

Was Woodford right to sell Glaxo and hold AstraZeneca?

0 mins. to read

AstraZeneca (LON:AZN) and GlaxoSmithKline (LON:GSK) are the two pharmaceutical giants of the FTSE 100. They are also both high yield dividend stocks with yields of more than 4%. Another notable fact is that both companies have been long-term holdings of a certain Mr Neil Woodford. But no more. Following a 15-year holding period, Woodford sold…

How to avoid yield traps – Part 1

How to avoid yield traps – Part 1

1 mins. to read

As a dividend-focused investor I’m always on the lookout for high yield shares, whether that yield is high relative to the market average or high relative to the company’s peers. However, as most yield-seeking investors soon discover, high yield stocks do not always deliver the yield you were hoping for. That’s because dividends can be…