Unilever has been through something of a PR disaster in recent weeks.
In January, Terry Smith questioned why Unilever felt that Hellmann’s mayonnaise needed to have a social purpose beyond tasting great. Shortly after that, Smith wrote a somewhat scathing post mortem of Unilever’s recent attempt to buy GSK Consumer Healthcare, calling it a “near-death” experience.
So are the wheels falling off the Unilever wagon, or is this all just a storm in a teacup?
You can continue reading this blog post on my new website, UKDividendStocks.com:
UK house prices have been in a bubble for almost 20 years, which makes it one of the longest-running bubbles in history.
This is very interesting because bubbles almost never last this long. They usually only last a few years, and every bubble in history has ended when the temporary factors that inflated it came to an end.
So will the UK house price bubble be the first in history to last forever, or will it end just as all other bubbles have ended?
Read the full article over on my new website, UKDividendStocks.com:
Unlike the FTSE 100, the FTSE 250 has put in a pretty decent performance over the last couple of decades.
Since it peaked in 2007 (at the end of the early 2000s credit bubble), the FTSE 250 has just about doubled and since its peak in 2000 (at the end of the dot-com bubble) the FTSE 250 has more than tripled.
Given that the FTSE 100 has produced zero capital gains since 1999, a 200+% price increase for the FTSE 250 isn’t too bad at all.
And if you take your starting point as the 2003 low which followed the dot-com bust, the FTSE 250 is up more than 500%.
But have these healthy gains come at the expense of sane valuations? In other words, is the FTSE 250 dangerously expensive?
You can find out what I think on my new website, UKDividendStocks.com:
Another year has whizzed by and so, inevitably, it’s time for investors up and down the land to review their portfolio’s performance over the last 12 months and beyond.
In my case, I’m going to review the UK Dividend Stocks Model Portfolio, which I set up in 2011.
It’s a virtual portfolio that I manage using ShareScope’s portfolio tool and it holds exactly the same stocks as my real-world portfolio, with approximately the same position sizes.
This is, somewhat obviously, a dividend-focused portfolio, so it invests in a diverse basket of 20-30 quality UK dividend stocks that I think are trading at a material discount to fair value.
The portfolio reinvests all dividends and is benchmarked against the Vanguard All-Share Unit Trust (accumulation), which tracks the FTSE All-Share. Both portfolios were launched with 50,000 virtual pounds in March 2011.
Next is a popular UK clothing and homeware retailer and it’s popular with dividend growth investors too.
It recently announced relatively positive half-year results, so I thought this would be a good time to review the company’s current situation, its underlying qualities and why Next is a holding in both my personal portfolio and the UK Dividend Stocks model portfolio.
You can see the full review on my new website, UKDividendStocks.com:
You don’t have to be a rocket scientist to invest in dividend stocks, but if you want to do more than just buying stocks because they have a high yield, then there is quite a lot you’ll need to know.
So in this article, I break down everything I know about dividend investing into five basic steps. These steps form a solid foundation upon which everything else in an investment strategy can be built.