See below for the list of articles published on the site to date:
Shaftesbury – Putting The Worst Of COVID Behind It (Dec 5, 2021)
Barings Emerging EMEA Opportunities PLC – Offering Something Different In The Emerging Markets Space (Dec 1, 2021)
JPMorgan’s Global Emerging Markets Income Trust Appears To Tick The EM Value Box (Nov 23, 2021)
City Of London Investment Trust Still In The Bargain Zone (Nov 17, 2021)
Portfolio: Q3 2021 Review (Nov 12, 2021)
Consolidating And Expanding The T212 Portfolio (Nov 9, 2021)
Portfolio: Q2 2021 Review (Sep 6, 2021)
HSBC: Green Shoots Emerging, Shares Remain Attractively Valued (Aug 13, 2021)
BP Stages A Welcome Rebound (May 18, 2021)
Fundsmith Emerging Equities Trust: A High Quality Approach To Emerging Markets (Apr 23, 2021)
Standard Chartered: COVID Presents A Clear Setback To The Rebuilding Job (Apr 14, 2021)
Portfolio: Q1 2021 Review (Apr 9, 2021)
GlaxoSmithKline: A Dividend Cut Looms, But Shares Look Cheap Regardless (Apr 1, 2021)
Fidelity China Focus: China Value Fund Trading At Less Than 9x Earnings (Mar 26, 2021)
HSBC: Up Just Over 40% Since Last Coverage; Still Appears Quite Cheap At 0.75x Tangible Book Value (Mar 12, 2021)
Unilever: Still Down After 2020 Results; A Good Long-Term Entry Point At A 3.8% Dividend Yield (Mar 07, 2021)
Lloyds Banking Group: Hit Hard By COVID, Still Looks Cheap At 0.75x Tangible Book Value (Feb 25, 2021)
Schroder Asian Income: Still Reasonably Valued With A 3.4% Dividend Yield (Feb 17, 2021)
Royal Dutch Shell: 2021 Strategy Update; Possible Shareholder Yield Of 10% At $60 Oil (Feb 11, 2021)
City Of London Investment Trust: 5.3% Dividend Yield, Reasonable Long-Term Prospects (Feb 9, 2021)
Schroders: Fair Value At 11.5x Earnings And A 5% Dividend Yield (Feb 2, 2021)
Portfolio: Q4 2020 Review (Jan 15, 2021)
Unilever: 4Q20 Update (Dec 30, 2020)
Diageo: Hiding In Plain Sight (Dec 19, 2020)
Hargreaves Lansdown: The Moat (Dec 11, 2020)
The Vanguard FTSE All-World High Dividend Yield ETF (Nov 29, 2020)
Heineken: Probably Fair Value (Nov 21, 2020)
Royal Dutch Shell: Dividend Bump (Nov 3, 2020)
BP: A Bottomless Pit (Oct 30, 2020)
Schroder Asian Income: Attractively Valued (Oct 16, 2020)
Portfolio: Q4 2020 Review (Oct 6, 2020)
HSBC: A Perfect Storm (Sep 30, 2020)
Hermès: High Flyer (Sep 9, 2020)
BP: Outlook Maintained (Aug 22, 2020)
Royal Dutch Shell: Cheap (Aug 16, 2020)
Diageo: Not Overly Expensive (Jul 21, 2020)
LVMH: A Strong Hold (Jul 8, 2020)
Hargreaves Lansdown: Growth Story (Jun 26, 2020)
BP: Still Attractive (Jun 17, 2020)
The Micro Portfolio (Jun 4, 2020)
Unilever: Grinding It Out (May 26, 2020)
Reckitt Benckiser: An Exceptional Business (May 20, 2020)
BT: There Goes The Dividend (May 13, 2020)
Allianz: A Very Good Deal (May 6, 2020)
Royal Dutch Shell: A Historic Dividend Cut (Apr 30, 2020)
HSBC: Beyond The Crisis (Apr 29, 2020)
BP: So What If It Cuts The Dividend? (Apr 24, 2020)
Coca-Cola HBC: Braced For Short-Term Uncertainty (Apr 3, 2020)
BT: A Disastrous Call (Feb 25, 2020)