‘Bond like Equities’ in mid-small caps
We have finally completed our “Total Yield” screen for mid-small caps. What’s clear is Large Caps offer more ‘Bond-like Equity’ opportunities than the mid-small caps. Indeed there were 12 stocks in the...
View ArticleConvertible Ideas/Themes May 2013
It’s all about Japan, just a shame there is a limited number of issues to buy. As we have visited our clients over the last few weeks it is clear that after the positive start to the year in terms of...
View ArticleConvertible Ideas/Themes June 2013
Macro concerns have dominated investor consciousness so far this month and are likely to continue as we get more data out of China and the resulting debate over the economy’s prospects. We are in a...
View ArticleBaloise CEO says dividend more likely to increase than drop
The dividend has been flat for 6 years (not cut during the crisis), but the dividend increase the market is looking for in 2013 (from SFr4.50 to SFr4.69) looks to be on the cards based on the CEO’s...
View ArticleBaloise 1.5% 2016
Last month we reiterated our view that Baloise 1.5% 2016 offered value for investors. We highlighted the stability of the underlying dividend and suggested that total yield would be a key driver of...
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