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Twitter: @ANaamani1989

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About Me:

I work as a Financial Analyst at Stockopedia.  As well as contributing to regular site editorial, ebooks and guides - my research contributes to our growing financial databases and product development.  The goal is always to help private investors manage their own portfolios and beat the market in the process. 

I have passed the CFA level 1 exam.




Alex Naamani's Latest Blogs

The idea that a dividend aristocrat like GlaxoSmithKline (LON:GSK) would ever cut its dividend may be unthinkable to many investors. The pharmaceutical giant has consistently paid dividends since the 1980s and dividend ETFs like S&P UK Dividend Aristocrats have invested huge chunks of money in Glaxo. Nevertheless, recent years have seen a number of blue chip companies, including Tesco, Rolls Royce and Rio Tinto reduce…

Conviviality (LON:CVR), one of Britain’s largest wholesalers, has gone from strength to strength since it floated on AIM back in August 2013. The share price has risen by more than 270% while earnings have grown each year without fail. Dividend hunters may be particularly interested in Conviviality because the firm paid its maiden dividend in February 2014 and the forward looking yield is now 3.5%…

Harry Markowitz, a pioneer of modern portfolio theory, once described diversification as the only free lunch in finance. The result of Britain’s Brexit referendum may mean that Markowitz’s advice is more important than ever. No-one will really know the full economic impact of the referendum result for years to come. However, investors are likely to face a period of economic uncertainty as the UK government…

Value and momentum are widely regarded as two of the most powerful factors that drive stock market returns. Cheap stocks tend to beat expensive stocks and, although it may sound counterintuitive, stocks which are rising in price tend to keep on going up. One curious exception noted by some analysts is that momentum may be less effective in Japanese markets. Cliff Asness of AQR Capital…

We regularly get emails from users asking us whether the successful European StockRanks have been backtested further than their June 2013 start date. While we don’t yet have the point in time data to do this internally, we can gain insights into past performance by exploring the extensive academic literature on factor investing. Indeed, some of the academics and practitioners that inspired the StockRanks have…



Alex Naamani's Latest Comments

Hey guys, Thanks for reading and the feedback. Much appreciated! Mikeyflange: the dividend could possibly rise to 80.5p - but we simply don't know for sure. There are lot of cashflow pressures stemming from pricing issues, generic competition, the CapEx budget and the put option liabilities. These factors will make it hard to increase the dividend, at least in the near future. The current dividend…

Hey guys, Thanks for the feedback. It is quite a long article so it's nice to see that some people actually read the whole thing ; -) I hope it provides food for thought. anfitrion - I do understand where you are coming from, but a tonne of insight can be gained from reading academic papers and answering simple, standardised, quantitative questions like 'is the…

Hey Damian, Thanks for your reply - we can in theory provide a screening 'blacklist', as it were. Lot's of people have put this idea forward here - http://bit.ly/2q3yDtN . I'd be most grateful if you could add further comments and maybe a vote, because we tend to act on the most popular ideas. We'll keep everyone updated as we make progress on this front.…

Hey Damian, Thanks for this. We are in the process of making IPO and other dates available in the screener. Users will be able to exclude, or include companies that have had a recent IPO, stock split, dividend pay date, dividend ex-date and so on. Are there any dates you are particularly interested in, beyond IPO dates? Thanks, Alex

Hi guys,Thanks for the feedback. Various investment trusts focus on emerging markets, as John Eustace points out. However, if you wanted to pick individual investments, Killik & Co do provide access to South Korea, while the Dutch broker DeGiro 'expects' to provide access to India at some point in the future (see http://bit.ly/29WFVno)I am also exploring the possibility of investing with local, well-established brokers in…

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