June 2020

A reader recently got in touch to ask what was up with Coca-Cola (KO) stock. Rather than reply directly, I figured I’d share my thoughts in a fresh post. For me, Coca-Cola stock is one of the lynchpins of a long-term single stock portfolio. I figure regular readers know that…

Of all the stocks covered on the site, Disney seems one of the unluckiest with respect to COVID-19. I say that for three reasons really. Firstly, nearly all of its operating segments look exposed to the impact of the pandemic. I mean, the Parks, Experiences and Products segment has obviously taken…

The York Water Company (YORW) has a strong claim on being the coolest stock in the market. It has, famously, paid out dividends since the early-1800s, with that streak still uninterrupted too. Think about that for a moment. It started paying dividends five years before Napoleon Bonaparte died on Saint Helena.…

I last covered Apple (AAPL) stock back in the first quarter. At the time, shares of the Cupertino-based giant traded for around $310 apiece, and had returned 100% on my previous article in early-2019. I concluded that it was still reasonably valued, albeit with the prospect of large swings in…

A couple of weeks back I was reading about the former trials and tribulations of a certain British closed-end fund. This fund had underperformed its benchmark over the past few years, with some talk of it possibly losing a continuation vote at its AGM. Drilling down a bit further, it…