Friday, June 15, 2012

Is Sainsbury's the new supermarket superpower?

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Avoiding the Euro Crisis

I have a couple of articles for you this week, and neither of them mentions Greece, Spain or any of the other Euro woes.  In fact, they take the opposite view and look instead at companies which should prosper regardless of how the Euro crisis pans out.

5-Star Investment Idea

Apologies for flip flopping, but as a subscriber I think you deserve something more than the free articles on the web site.  So I am re-starting the 5-Star Idea a week, and this week’s idea is:

UBM PLC (UBM)

“UBM is a global live media and B2B communications, marketing service and data provider”ubm.com

UBM is the owner of the well-known PR Newswire service.  They have what I typically look for in an investment which is a long history of steady results, moving upward most of the time.

They have paid a dividend throughout the last decade and have made an adjusted profit in every year, although they made a loss in basic terms in a couple of those years.  Growth has been around 11% in the longer-term and the current dividend yield is over 5%.  I like this company and almost bought it recently, so I definitely think it is worth a look.

Have a good weekend, and if you want to get in touch, please just reply to this email as I always respond.

John Kingham
Founder, UKValueInvestor.com

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