Tag Archives: dividends

straightjacket

An Apple a day keeps the consultants away….

Apple is a phenomenal company. But for active fund managers its newly attained $700 billion market cap presents a number of difficulties. WealthiFi has a few thoughts on this…

February 11th, 2015 by

Value

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t-rex

UK Dividend Funds: Commodity funds in disguise….

Oh boy, the indexation dinosaur is about to strike again. Of course, active equity fund managers will be criticised for lacklustre performance in 2014 but do not assume passive tracking of the UK market is without risk.

January 14th, 2015 by

Funds

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trader bored

Trading stat that makes you go hmmmm…..

Yes, we know companies are availing of cheap funding to buy back shares; some might call it smart financial engineering, others might see it as massaging of EPS growth rates and management options packages.

September 18th, 2014 by

Style & Sector Trends

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denial

TESCO: Denial is not an investment strategy….

In numerous meetings in recent weeks the likes of Tesco and adidas came up in discussion. Both have hurt investors hard in recent times and are an interesting insight into investor behaviour….   

September 5th, 2014 by

Behavioural Finance

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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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phone hang up

Telecom profit erosion continues….

Only last week we were writing about global telecoms diving into new channels like TV, cable and satellite to  defend against the steady erosion of profits in core voice and messaging assets.

May 21st, 2014 by

Style & Sector Trends

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storm brewing

Telecoms diversify as core revenues pressured…

Watch what they do not what they say is frequently quoted on WealthiFi. Check out the latest news and you’ll see AT&T is edging closer to a $50 billion purchase of satellite TV player DirectTV.

May 13th, 2014 by

Style & Sector Trends

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pharma M&A

The M&A bug grips Pharma sector….

The pharmaceutical sector has been lit up with a series of announced or speculated M&A deals. This is great news for investment bankers but the companies’ motivation to deal could be more worrying for shareholders.

May 1st, 2014 by

Mergers and Acquisitions

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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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Heart of Summer

Utilities sector worryingly leads the way…

The implosion of portions of the high expectation technology and biotech sectors in recent weeks could be interpreted as risk expectations rising and hitting mega-valued stocks. However, does that merit a fully-fledged fear trade?  

April 9th, 2014 by

Style & Sector Trends

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