Tag Archives : market stratergy


June Stock Purchases – Market Timing Is Impossible

I often get asked the question, “ why do you keep buying shares every month despite knowing the markets are looking toppy and valued highly? Why don’t you simply just sell your stocks and wait for the markets to crash and buy in at a cheaper price.” I am sure the above line of thinking resonates with the majority of you. I am not afraid to admit that I used to follow that way of thinking before. Whilst simply sitting on cash and waiting for the markets to crash in order to buy shares more cheaply sounds good in practice, it is an extremely hard thing to do in the […]


Top 25 Global Brands – The Returns They Provide For Investors

Anyone who has been following this site knows that I invest in high quality companies that possess a sustainable economic moat. One of the economic moats that I have explored extensively on this site is brands. Companies that possess high quality brands have earnt above average returns for longer than normal periods of time and in the process have created enormous wealth for their owners. Whilst brands have done well historically, the consumer landscape is changing quickly. Many brands have lost their appeal and only a handful are worth their elevated price today. I have written articles regarding this titled ‘The Death Of Brands – What Investors Need To Know’ […]


ISA 2018/2019 – Strategy, Saving The Full Amount and The End Game

It’s the 6th of April which means only one thing, the beginning of the new tax year. This makes me excited as it means that I now get another £20,000 to add to my stocks and shares ISA. And if you are not excited about this it’s because you do not fully understand the concept and the great benefits that an ISA possesses. If you are someone like me who wants to achieve financial freedom at a relatively young age, an ISA is the way to go. In essence, an ISA is a legalised tax heaven for the average person like you and me. You are able to earn dividends […]


Paying Up For Quality Growth Stocks – What Makes A Great Business

Great businesses produce great returns. As Warren Buffet said “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Rather than heading the great porches advice, most investors underestimate business quality which results in unduly low market valuations for the very best companies. As an individual investor, understanding quality and its true value can lead you to craft an investment strategy that exploits market inefficiencies. What Makes an Extraordinary Business So what makes a business extraordinary that deserves a premium rating? A truly great business can come in many guises but by and large there is a need for an […]


How Benjamin Graham Valued And Bought Stocks

Ask any professional investor about Benjamin Graham and they will tell you he deserves his place amongst the top 10 greatest investors of all time. Ask Warren Buffet and he’ll certainly place Ben Graham as number 1. Benjamin Graham is the father of value investing and wrote one of the book that shaped many an investors career; investors Security Analysis. The book which is seen as the bible of the value investing world is an essential read for anyone wishing to invest in individual stocks. Benjamin Graham’s value investing strategy was focused on buying stocks with the same discipline as an insurance underwriter, carefully considering the risks, rejecting potential securities […]


Why Do Stocks That Have Been Dropped By Index Funds Outperform The Newer Stocks Added.

According to research from the great Dr. Jeremy Siegel, 82% of stocks that are removed from the S&P 500 go on to outperform the stock that replaced them in the index during the subsequent three-years.  This finding seems counterintuitive. If a stock gets added to the S&P 500,the FTSE 100 or any other major index for that matter it must be riding a momentum wave that has seen its valuation increase. Likewise, a stock that is removed from the S&P 500 must have been riding a wave of sluggish performance that warranted its exclusion from the index. So what’s the reasoning? To understand the mechanics of Dr Siegel’s finding, contemplate […]


What Stage Of The Bull Market Are We Currently In ?

The current bull market has had a barn storming run and is currently in its 8th year. Typically, when bull market runs get this long and have racked up positive returns of over 200% during this time, investors start to question how much longer the bull has to run. I recently came across a great article which aims to show where the markets currently are in terms of the investment cycle. The evidence currently points to the markets being in the latter end of the mid-staged bull market and about to enter the peak of the bull. When markets normally are about to enter its peak stages, we see heavy […]


Early Investment Mistakes – Kim Iskyan Edition

We all know that investing is a tried and tested route to wealth creation. But whilst most people think they will will make great investment decisions from the get go, it is far from the truth. In reality, investors tend to make a disproportional amount of mistakes when they just start. This by no means should put you off. Even the greatest of investors like Warren Buffet and Peter Lynch admit to making huge mistakes in the initial phase of there investment careers. Mistakes can be a good thing if you learn the lessons and carry them on board for the rest of your life. One really good piece I […]


The importance of investing in an ISA at the beginning of the year – Its in the numbers!

As a UK resident, one of the best ways to invest money is via an ISA. This is a tax wrapper that shelters your investments from capital gains tax and tax on dividends. Every year tax year, each individual gets £15,240 they could put in their ISA. Whilst many investors recognise the benefits of investing in an ISA, there are still some misconceptions out there. One of the biggest misconceptions is that the end of the tax year, March, is the best time to invest you money in an ISA. This misconception has arisen due to the the media and brokerage companies refer to March as the ‘ISA season’. But […]


My BG stocks turns in to Shell (RDSB) – Making Money from Merger Abitrage 7

Royal Dutch Shell’s takeover of BG became official today. As an investor, it has been interesting to not only make money from this takeover but to also see how the takeover unfolded from the initial announcement in April last year. There were many sceptics who touted that the deal will not go through and this created a spread between Shells offer price and BG share price. BG has been trading at a discount for the majority of the time since last October and it this provided a great opportunity for many investors to make money via Merger Arbitrage. I too decided that the upside in buying into BG at a […]