A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, those most important attributes are Quality, Defensiveness and Value, so in this article I’ll outline how you can find out if a company is Quality, Defensive and/or good Value, and … Continue reading “How to categorise stocks as quality, defensive and/or value”
Cranswick plc was added to the UK Value Investor Model Portfolio back in November 2012. Over the last three years, it has been a far more successful investment than I ever could have expected.
AstraZeneca and GlaxoSmithKline have both been in the news this week. In fact, to some extent, they have been the news this week. Investors flocked to buy AstraZeneca shares when a £60 billion takeover bid from Pfizer surfaced, and they stampeded into GlaxoSmithKline shares on the news of its three-part deal (one business sale, one acquisition … Continue reading “AstraZeneca or GlaxoSmithKline: Which is the better Big Pharma investment?”
