At the end of May this year there were 1,016 companies listed on AIM, representing a range of industries, countries and sectors. With 118 constituents Mining is the largest sector on the junior market, followed by Software & Computer Services at 101, Support Services at 97 and then General Financial stocks at 96. While companies…
The Prudential (PRU) at 1,309p.The chart is still trending down but the shares look good value on an estimated prospective annual dividend yield of 3.5 per cent and prospective PER of 10.2 times for next year. The dividend has grown at 10 per cent over the last five financial years and estimated growth this year…
Photo-Me International (PHTM) has just announced the dividend increase for 2016 that investors had been expecting, with an 87% jump in the total (paying 6.1p to holders before October 6th, after 9.1p for the full year) including the second special dividend in two years (although it was a little less than some had forecast) on…
Twitter looks like an undervalued growth play, especially after Microsoft’s acquisition of LinkedIn. Summary – Twitter is currently trading at $16.34, down 26% after my recommendation in Jan 2016. However my fundamental thesis from Jan 2016 remains intact. – While user growth has been stagnant, resulting in the decline of the stock, the company continues…
Highly rated Unilever shares at 3,069p, having fallen from their April peak of 3,334p, begin to have dividend attractions. Unilever (ULVR) is a long established Anglo/Dutch company founded at the end of the 1930s when Lord Leverhulme (Sunlight Soap/Lifebuoy Soap) merged Lever Brothers with the Dutch van den Bergh company (Blue Band margarine). It has…
As seen in the latest issue of Master Investor Magazine As a dividend-focused investor I am of course looking to buy companies with a good yield and a sustainable and preferably growing dividend. However, I am also very much aware that dividend cuts and suspensions are a fact of life. I can try to avoid…
Staring hard at the Tesco share price charts does not make the equity look any more attractive in terms of absolute and relative share price momentum. Over the last year, Tesco shares have dropped 30 per cent whereas the FTSE100 Index has fallen by only 10 per cent. Over a six month perspective, Tesco shares…
What is your favourite apocalypse? Global warming precipitating cataclysmic sea-level rise? Thermonuclear war caused by hackers violating the Pentagon? Fundamentalists with dirty bombs? A global pandemic of bird flu? President Donald? Brexit? Or: what about antibiotic resistance? I’ve just listened to a BBC R4 programme[i] on the subject of the increasing immunity of super-bugs. According…
As seen in the latest issue of Master Investor Magazine “In terms of VR, I don’t think it is a niche.” – Tim Cook, Apple CEO Dawn of a New Age Radio, telephone, television, the Internet: our world has been shaped by intermittent waves of game-changing technology. All of the innovations listed above were once…
As most investors will know, shares in UK listed blue-chip banks have delivered some pretty dreadful returns over the past ten years. As a result of the Great Financial Crisis of 2008/09 share prices plunged across the sector, numerous lenders were forced to accept bailouts from the UK government and two banks (Northern Rock and…
