Geoff Noble's Blog, page 9

[Sunday Update] More stocks added

Happy Sunday. I am writing from a cold and rainy Durban. I have added to the stock list and we are up to 41 companies. In the next couple of months, I hope to have 50 SA stocks and an international list of another 20 to 30 US, UK and Swiss stocks.

This week AVI and RMI reported results:

AVI increased their final dividend by 10% :) (Sens)There was a little less cheer for the RMI increase of 2% (Sens)Here is your list for this week:


Written by: Geoff Noble
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[Wednesday Wisdom] Dividend thoughts from Bogle

Every Wednesday I will share a quote on dividend investing. This week's quote is from John Bogle. John Bogle is the founder of Vanguard. He is also seen as the father of passive investing. He has written many books on investing. The Clash of the Cultures is among one of my favourite investment books of all time.



Written by: Geoff Noble
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[Sunday Update] Busy week on Forget the Noise

It has been a busy week on Forget the Noise. I have added some more companies to the stocks list. The list now stands at 37 securities. I plan to add another 13 South African securities (50 in total). After that, I will create a US, UK and Swiss list of securities. Lastly, I will need to create a REIT (or listed property) list. You should then be well covered on the investment front. Remember, these are not recommendation lists but lists of factual information that should hopefully assist you...

[Quote] Mistakes and ego

Geoff Noble
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[Article] Don't be Fooled by Survivorship Bias

Ben Carlson wrote a great piece yesterday explaining survivorship bias in hedge fund indices. He used the infamous Long-Term Capital Management (LTCM) as an example. LTCM was full of brains (think PhD's and Noel Laureates) but had a spectacular downfall. Interestingly, only the positive results of LTCM's returns history are included in most hedge fund indices. At some point when LTCM started doing badly, they stopped reporting returns data which meant index providers stopped recordi...

Monday morning quote from Howard Marks

[Sunday Update] Lots of Noise in South Africa

We have had a week full of political noise. None of it contributes much to society as a whole. I don't like commenting on politics as I believe the average man in the street (i.e. me) doesn't really know what is truly going on. As always, I prefer to focus on dividends.

Distell reported results this week and increased DPS by 9.5%. The full SENS announcement is here. Standard Bank also recently declared a dividend of R3.40 per share (up 11% on an annual basis - see SENS here).

Here is your updat...

[Sunday Update] Woolies rewards us

Woolies (WHL) provided us with good news this week. Annual DPS increased 27%. This is a number that trounces inflation. For those interested, here is a link to the SENS announcement.

Bid Corporation (unbundled from Bidvest) declared its first dividend (R2.41 per share). The SENS for BID can be found here.

I am making good progress on expanding the list of companies in the Forget the Noise universe. I am just collecting the last few dividends. The list will be expanded to include the follow...

[Sunday Update] A quick update from Johannesburg

This week's update will be a short one as I am away. Truworths declared results this week. Annual DPS increased by an inflation-beating 12%. We will be back to normal next week. I hope to have expanded universe by then and provide you with a larger set of companies.

Here is this week's updated table:






 

[Sunday Update] Collecting dividends

Happy Sunday. I hope everyone has had an enjoyable weekend. It is time for the Forget the Noise weekly update. We have collected some more dividends which is always a plus.
British American Tobacco increased their interim dividend by 4% in GBP terms Old Mutual plc pretty much kept their first interim dividend flat (0.75%) in GBP terms These results must be viewed in the context of UK inflation. (By the way, I have found a great statistics resource at Statista.com.) The 2016 number is half...