Unilever (ULVR) has been in the news a lot over the past few years. There was that audacious takeover attempt by Kraft Heinz, followed by a move to ditch its dual legal structure. The latter move would have seen Unilever abandon its UK headquarters in favour of Rotterdam, but it…

Reckitt Benckiser (RB) is having a good downturn so far. Its shares have gained 13% year-to-date, well ahead of the 20% drop posted by the wider FTSE 100 index. On the face of it, it is easy to see why. The manufacturer of Nurofen, Dettol and Lysol has witnessed a surge in demand…

I am quite bullish on the long-term prospects of Asian stocks. Obviously, I’m talking about life after the COVID-19 downturn – the virus will hurt the region just like everywhere else. That said, the long-term outlook for the area strikes me as pretty attractive. Its equities trade at quite cheap…

British telecom giant BT (BT) has been my worst call by some distance. I first made the positive case back in early-2017, at which point the shares traded for around 310 pence each. I followed that up with a piece on this site almost four months ago. The stock traded…

I have received a few requests from European readers of The Compound Investor to cover more continental stocks. I shall try to do so on here, starting with German insurance giant Allianz (ALV). Suffice to say, Allianz is a corporate monster. It is one of the largest insurance companies in the world, with…