Clik here to view.
Chasing Some Dividend Tail (I)..?
There’s been a lot of good dividend commentary & debate in the UK blogosphere recently. Stockopedia seems to have ignited the debate:...
View ArticleClik here to view.
Chasing Some Dividend Tail (II)..?
Continued from here. OK, so what’s wrong with a focus on income/dividends? - Erm, everything..? I wrote about this recently – a focus on a single investment attribute’s always dangerous, but dividend...
View ArticleClik here to view.
Chasing Some Dividend Tail (III)..?
Continued from here. OK, so dividends kinda suck…but what’s the alternative? Well, let’s tackle that from the corporate perspective first: - Obviously, share buybacks (and/or tenders & capital...
View ArticleClik here to view.
So, Where’s The Bloody Inflation..?!
I was beginning a new post in my recent Hitting the Century series (and here), and realized my next 3 investment allocations were to real assets – Natural Resources, Agri & Property. This v quickly...
View ArticleClik here to view.
German Residential Property (Part III)
Continued from here. OK, now we’ve looked at German residential property fundamentals. The current supply/demand & home ownership rate, rental yields, safe-haven status, and particularly the low...
View ArticleClik here to view.
Where’s The Credit Opportunity In 2013?
Owning Colony Financial (CLNY:US) was v rewarding. I bought it as a cheap distressed assets play, but I suspect my gains actually came from income investors, who are now rushing into the stock. That...
View ArticleClik here to view.
My Dirty Little Dividend Secret…
I’ve made no secret of my disdain for dividends, or that category of dividend/income investors who seem to be just plain mental..! Especially the US variety of the breed, it must be said. I was even...
View ArticleClik here to view.
Hitting The Century (XI – Distressed)
In my last post, I briefly highlighted some difficulties a private investor might face with classic distressed debt investing. Recognizing these limitations, I usually prefer to stick with distressed...
View ArticleClik here to view.
KWG Kommunale Wohnen AG
It’s six months now since I did a write-up on KWG Kommunale Wohnen AG (BIW:GR) (the ultimate post in a 5-part series). Actually, a recap’s in order here & probably the best introduction for this...
View Article