Walgreens Boots Alliance – is UK business at risk?

Walgreens Boots Alliance is one of the first Dividend Aristocrats, which comes to my mind when I think about BREXIT risk. This is because of exposition on UK retail pharmacies and currency issues. Is it really a threat? First time I looked at company at the beginning...

BREXIT – is it risky for my portfolio?

Friday was a tough day for investors all over the world (unless you are fully invested in gold). There were expectations for BREMAIN, but citizens voted for BREXIT. Equities all around the world plunged and the same is true for my portfolio. As my portfolio is small I...

Time to buy – Franklin Resources

I decided to buy 60 shares of Franklin Resources @33.85. I analyzed company twice (initial analysis + update) and I think that valuation is appealing. During last days share price dropped to my investable level so patience is rewarded (hopefully). I could have bought...

HCP – last impairment fully forgotten?

HCP is one of the companies I wish I knew earlier than March. As I wrote in my last post (read more): After weak 2016 guidance and impairments share price plunged to around $26. HCP is a high quality REIT and such drawdown is the best occasion to accumulate Dividend...

Hormel Foods – is it a right time to buy?

I first had a look on Hormel Foods at the beginning of March and I found company really expensive (read more about company: Hormel Foods – can it be more expensive?). Share price was then at around $44. Since that time share price dropped to $35 so around 20%. I was...