Category Archives: Income

clucking bell

Clucking bell, did the oil sector just ring the risk reality?

Apparently the oil sector has been pummelled in recent days. However, the 30% fall in the oil price of recent months will not have surprised WealthiFi readers.

November 30th, 2014 by

Income

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cheryl

UK Dividend Stocks: ICAP and Tulletts…..

ICAP and Tullett Prebon boast circa 6% and 7% dividend yields respectively but you do wonder about them in the context of recent news flow. Here’s a selection of recent developments….

June 30th, 2014 by

Income

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construction pain

Balfour Beatty beaten up….

Oh boy….. Balfour Beatty shareholders are bleeding today. Just the 20% share price collapse but could investors have spotted a problem?

May 6th, 2014 by

Income

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sickness

UK Dividend Stocks: Does Reckitts need some medicine?

Consumer goods giant Reckitt Benckiser is a potential acquirer of Merck’s consumer health biz. These days acquisitions are getting good market support but it looks like the market is in wait-and-see mode.

April 9th, 2014 by

Income

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gulliver

UK Dividend Stocks: BP shrinking but performing nicely!

Our views on the oil sector’s poor returns on spend are well known and we have called for capital discipline much like the mining sector has committed to. The poster child so far among the oil majors might be BP.

February 25th, 2014 by

Income

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scottish earls

Real Estate: Switzerland lifts London…again!

Might be quite a few frantic phone calls to wealth advisors today. Switzerland has given two fingers to the EU on immigration and this will no doubt lead to issues not just on mobility of people but, more critically, capital.

February 10th, 2014 by

Income

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ET call home

UK Dividend Stocks: BP come home….!

BP didn’t set the world on fire today but it’s tough to impress after the worst February start for equities since…1933. BP has been  around longer than that but almost evaporated in the Gulf of Mexico a few years ago.

February 4th, 2014 by

Income

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beauty contest

Is Microsoft a beautiful digital toll-bridge utility?

We do Microsoft a disservice using “utility” in our headline given its recent results. However, Microsoft is akin to a toll-bridge for the global digital economy given it is embedded in almost every enterprise on the planet.

January 24th, 2014 by

Income

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broker sell

UK Dividend Stocks: Was Pearson just a little over-owned?

Pearson would possibly qualify as one of those very “owned” UK dividend stocks – nice 3.5% dividend, restructuring story in publishing, cyclical/digital uplift in the FT and quality ballast in education. So what changed today?

January 23rd, 2014 by

Income

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oil shock dividends

UK Dividend Stocks: “Cheap” oil stocks give us a Royal pain…

Oh boy, the cash flow gurus will be scurrying around for morsels of hope in the latest results from Royal Dutch Shell. Expected profits were 25% below what the street expected.  

January 17th, 2014 by

Income

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