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Mr Bearbull

  • July 25, 2019

    Putting the Boot in

    Lowering the income portfolio’s yield threshold immediately produces some promising candidates – not least Henry Boot
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  • July 17, 2019

    Through the Lookers glass

    Car dealers are lookers by name – at least one is – but not by appearance. Yet they may have hidden virtues
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  • July 10, 2019

    The weighting game

    The way that stock market indices are calculated is distorting the notion of a good income stock
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  • June 20, 2019

    A special case

    Special dividends are becoming common place. So here’s a rational way to assess their investment merits
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  • June 12, 2019

    Recession watch

    Here’s a simple but effective way to spot a recession before it shows up in the official data
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  • June 06, 2019

    Yield to less

    Fixed-interest stocks can be tempting, but their high yield is not all it seems
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  • May 23, 2019

    Byng syndrome

    Two companies under threat might fill a gap in the Bearbull Income Portfolio
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  • May 16, 2019

    How to spend it

    Companies’ capital spending is like any other good thing – you can have too much of it
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  • May 01, 2019

    Fast but elusive

    Fast-growing means ‘tough to forecast’, a risk that may be acceptable but has to be acknowledged
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  • April 24, 2019

    Capital punishment

    The demands of capital spending mean UK-listed water suppliers are in danger of drowning in debt
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