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…
Contrarian investors are always on the lookout for unloved securities where the bad news is already baked in and there is a catalyst on the horizon to turn things around. A prime example is Ranger Direct Lending (LON:RDL), whichwas set up in 2015 to provide alternative secured funding to US small and medium-sized companies and…
Johnston Press (JPR) used to have a big private investor following. Nowadays, at 9.5p, it is capitalised at a trivial £10 million. But that conceals a huge £220 million debt problem which must be settled next year on or before 1st June 2019. Can they do it? I for one do not know the answer to…
New Zealand is a land of moderate weather, politics and economic policy. Growth prospects for the New Zealand stock market this year are also moderately good. Kia-Ora! When you enter New Zealand the passport check is accomplished by robots – but getting through the bio-security channel is lengthy and troublesome. If you have so much as…
Master Investor Show – the UK’s largest annual conference for private investors – has confirmed Saturday 6 April as the date of their 2019 flagship event. The event, which brings together thousands of visitors with public and private companies of varying sizes, will once again be hosted at London’s Business Design Centre. This year’s Master…
In recent months, the rate of inflation has been on a downward trend. This is highly significant because it means that wage growth is now ahead of inflation for the first time in over a year. As a result, consumer disposable incomes are now growing in real terms, and this could help to lift consumer…
Normal service was somewhat delayed by the exigencies of the road trip I have been on for two weeks to Asia and Australia. My colleague Anthony Chow and I have been doing the crossover (i.e. pre-IPO) institutional/UHNW (ultra-high net worth) round for Juvenescence Ltd and the result has been that by the time I get…
The dreadful nerve agent attack on the former Russian spy Sergei Skripal and his daughter Yulia in Salisbury on March 4thwas a shocking example of how far president Putin is willing to go to satisfy old scores. His subsequent unwillingness to stop the Syrian government’s use of chemical weapons virtually guaranteed a military response. Missile…
The sensible way to effect CEO change at WPP (LON:WPP)is for the new man to work alongside Sir Martin Sorrell for several months since Sir Martin has developed this very extensive machine at a very personal level. It’s the only chance of intimate control being passed on. However, it seems that Sir Martin is now…
Readers who are patient and at a loose end are steered in the direction of Anibale Fly at 11/1 to win the Grand National (5.15 Aintree tomorrow). It should like the going and the new (for Anibale Fly) extended distance. Further, Barry Geraghty could hardly be surpassed as jockey. I took 12/1 on Tuesday but…
