It seems funny to think of Google as an advertising company – but that is how it makes its money. The internet business now known as Alphabet (NASDAQ:GOOGL), which is the most valuable company in the world with a market capitalisation of around £380 billion, had revenues of USD20.3 billion (£13.9 billion) in Q1 this…
While doing research for my article in this month’s Master Investor Magazine (Small Caps in the Song of Buffett) there were some companies I had to reject, as they didn’t meet all of the investment guru’s buying criteria. To re-cap, Buffet likes companies with a wide “economic moat” – a situation which helps them to…
The last edition of Master Investor Magazine was dedicated to Warren Buffet, who is “perhaps the greatest investor who ever lived”. If anything is to be learnt from the “Sage of Omaha”, it is that investors should buy value and use the short-term market fluctuations in their favour to purchase great stocks at low prices.…
Practically all miners saw their shares decimated between 2011 and 2015. Avocet, whom I covered last week, was an extreme example. To look at Metminco‘s (MNC) chart with its shares now at 0.25p against 25p in 2011 might suggest the same. But where I think Avocet is a dead duck (an avocet, unfortunately for my…
At 3,783p a share, Imperial Brands offers an estimated strongly increasing dividend payout, giving an equally attractive estimated dividend yield for this year and next. The business Imperial Tobacco is no more: it is now known by the less pejorative and much blander name of Imperial Brands (IMB); its share price mnemonic has changed…
When I learnt yesterday that Trinity Mirror (LON:TNI) had decided to pull the plug on New Day just nine weeks after the title’s triumphal launch, I felt a twinge of sadness and a stab of guilt. Sadness because I have a very British love of newspapers and I would like to see the sector prosper;…
When I first started out as an investor I was not in the least bit interested in dividends. My plan was to invest for growth by investing primarily in the accumulation units of a FTSE All-Share tracker, and then at some distant point in the future switch over to an income strategy, which would most…
Avocet Mining AIM:AVM 209m shares in issue Back in 2011 when I was contributing to a mining broker’s newsletter – the only one still publishing as the sector set itself up for the second mother of all slumps in only three years – I twice recommended selling Avocet Mining at over 200p. That was when…
Atlantis Resources – AIM: ARL Market cap £66m @ 62.5p per share Master Investor is planning a series on “The Energy Revolution”. Meanwhile, as a taster, here is an interesting company already well ensconced in what is a significant developing sector of renewable energy, and the only one in its field (where there are some…
Since this is the month for quoting Shakespeare, I point out that although a rose may smell just as sweet by any other name, a share smells twice as sweet to a buyer, if the share price increases significantly thereafter. Consequently the aroma of Barclays Bank at 175p, last seen, seems endearingly more fragrant than…
