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2019-01-24 00:44
Financial Freedom
Recent Buy: Invesco Ltd. (IVZ)

2019-01-23 17:30
Sure Dividend
Dividend Aristocrats in Focus Part 15: S&P Global, Inc.

2019-01-23 16:00
Roadmap 2 Retire
Recent Buy

2019-01-23 14:00
Dividend Diplomats
December Dividend Income from YOU the Bloggers!

2019-01-23 13:00
Passive Income Pursuit
Dividend Growth Check Up - 2018

2019-01-23 09:30
Dividend Growth Stocks
5 Dividend Stocks In Need Of A Market Correction

2019-01-23 07:35
DivHut
The Most Expensive Houses In London

2019-01-23 04:12
Disciplined Investing
Winter 2018 Investor Letter: A Tough Year For Most Asset Classes

2019-01-23 00:00
Sure Dividend
Dividend Aristocrats in Focus Part 14: PPG Industries

2019-01-22 21:00
Sure Dividend
Dividend Aristocrats in Focus Part 13: V.F. Corporation

2019-01-22 13:49
FI Fighter
Close, but no Cigar (January 22, 2019)

2019-01-22 12:00
Dividend Growth Investor
Seven Dividend Growth Stocks Rewarding Shareholders With a Raise

2019-01-22 11:07
The Dividend Guy
What Happens When You Hit a Correction As a Dividend Growth Investor? Nothing!

2019-01-22 08:56
Mr Free at 33
The Word "Thai" Means "Free"

2019-01-22 08:46
Dividend Yield - Stock, Capital, Investment
Dividend Champions With The Highest Expected Earnings Growth - #Chevron #Caterpillar #Tennant #Exxon

2019-01-22 08:04
DivGro
Dividend Increases: January 14-18, 2019

2019-01-22 07:04
DivHut
Should You Get Monthly Dividends?

2019-01-22 06:42
Create My Independence
Hedge Funds may still have more to Contribute to a Stock Sell Off

2019-01-21 17:30
Dividend Yield - Stock, Capital, Investment
The Best Waste Management Dividend Stocks - #WasteManagement #RepublicServices #WasteConnections #St

2019-01-21 15:41
Dividend Yield - Stock, Capital, Investment
Top Yielding Dividend Stocks From China - #FANGDA #GUANGDONGTAPAI #HUAFAINDUSTRIAL

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10 latest posts



2019-01-17 - New holding Edgewell Personal Care, Reduce in..
I have been looking for a long time for some defensive consumer staples companies, with strong brands and a reasonable valuation. Many of the companies with strong brands are based in the US and the..

2019-01-05 - 2018 Summary and Review
For 2018, the Global Stock Picking portfolio is down -2.5%, that compares to MSCI World Total Return (i.e. including dividends) down -8.2% on the year. My return is also including dividends but no..

2018-12-16 - Dental Industry Part 3 - Modern Dental Group (3600..
  + Strong core business of dental prosthetic production with good cash flow generation. Possible margin improvement after factory move in 2019/2020. + Although listed in HK, this company mostly..

2018-12-09 - Portfolio Update & Changes (Amer Sports, Swedish..
After a very tough October, my portfolio has recovered somewhat and is in total down -1.6% on the year. That compares to MSCI World which is down -4.4% on the year. Both have achieved these returns,..

2018-12-04 - Dental Industry - Part 2 - Labs and Distributors
In this second post we will start to understand more of the dental supply chain and it’s players. The below picture borrowed from a Modern Dental Group presentation, gives a nice overview of the..

2018-11-29 - Sell Dignity & Fu Shou Yuan
A new view on the funeral sector Early this year I was really trying to find new long term investments, that I could hold for years and years. I thought I had come up with a very defensive and good..

2018-11-11 - The Dental Industry - Part 1- Overview
Why the dental sector? I had several sector themes in the past and some of them are still in my portfolio (EV’s, breweries, funeral). My most well covered theme has been Electric Vehicle...

2018-10-14 - Superforecasters - And being perpetual Beta
I like reading, both for pleasure and as a great way of educating myself. A nice combination is when the educational book is written in such a way that it feels like pure pleasure reading. Michael..

2018-10-07 - Tonly Electronics - Another Hong Kong value..
Before we start this analysis I just want to point out a few things. I spent a lot of effort to reduce my exposure towards China about 1.5 year ago. And here I am, pitching another Hong Kong listed..

2018-09-17 - GlobalStockPicking 2.0 - Major Portfolio Changes
Before I start this post, I just have to comment on the last months terrible portfolio performance. After being comfortably ahead of the MSCI World benchmark, I’m now behind by almost 5% on the..



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