Month: July 2020

Prudent 15: Ecofin Global Utilities and Infrastructure Trust (EGL)

I do not think it is unfair to say that over the last decade we have seen a powerful shift in sentiment towards utility stocks, arguably in a very negative direction. For much of the last few decades, private investors could not get enough of these boring stocks. They paid out a generous dividend, seem […]

Screening For My Next Long-Term Winner: Fever-Tree Drinks

They say mums always know best. Mine has bought Fever-Tree tonic waters for some years now and I recently asked whether she remained a customer. This was her response. “While we don’t buy many commercial drinks for home consumption these days I would still definitely buy Fever-Tree, generally the original tonic water. I went into […]

Making a new discoverIE

I discovered discoverIE using a simple and fruitful method of finding new investment ideas: a list of shares sorted in SharePad by previous annual report date. Having squinted for a few minutes at financial charts showing profitability, cashflow and debt (more on that later), I thought the company looked promising: Sorting a list in SharePad […]