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Warren Buffett once said that he likes ‘buying quality merchandise when it is marked down.’ Many of his investments have been in profitable, cash generative companies with strong brands, but were often trading at cheap bargain prices when he brought them. Stockopedia’s framework for classifying shares would categorise these investments as ‘Contrarian’. They have high Quality and ValueRanks, but typically have weak price momentum. Until…

Investors are more likely to outperform the market by investing in profitable, financially stable companies that have rising share prices and are still cheap - at least according to finance academics. For instance, Professor Robert Novy-Marx explains that ‘tilts towards value, momentum and profitability have outperformed the market’. In terms of Stockopedia’s StockRank framework for classifying shares, companies with this profile are called ‘Super Stocks’.…

Warren Buffett once suggested that investors should 'be fearful when others are greedy and greedy when others are fearful'. In practical terms, this could mean that investors should take a contrarian stance and buy scary stocks that no-one wants, while selling popular stocks that everyone loves. This is indeed the essence of contrarian investing. Based on Stockopedia’s StockRank framework for classifying shares, the StockRank style…

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%…

Alex Naamani's Latest Comments

Hi Nick,Many thanks for reading the article and providing the feedback :- ) I guess I should point out that the PE ratio we display in the 'Growth & Value' box is based on forecast/future earnings, while the metrics we use to construct the ValueRank, including the PE are based on historical data. As such, all the metrics that underlie the ValueRank are calculated using…

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…

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