Friday Email: 07 February 2014
Every Friday morning our lead analyst Mark Riding sends out his weekly run-down and upcoming events in the investor calendar, like this one:
Very little to say today as I have been away all week. The dividends have all been updated. Normal service will resume next week and a 'dividend of the week' / piece of research will be published for members.
The Friday email is delivered to over 20,000 subscriber’s every week, and remains a widely read run-down of recent events and what investors can expect in the week ahead written by our chief analyst Mark Riding.
It’s included as part of the free DividendMax trial.
Read next: 31 January 2014
It has been a tough time in the markets this past couple of weeks and the indices have actually given back some of their gains from last year. In general, valuations looked stretched towards the back end of 2013 and it is for that reason that we have been cautious throughout 2014 so far. Our emphasis has been on earnings because we know that the only way that dividends can keep rising is if the dividend cover remains strong. Throughout the past two years, in spite of decent earnings, dividend cover has been gently eroded across the board and for the income investor that is a worrying sign. So, we remain on earnings watch and we still lack enough evidence to strike out a really positive note yet for 2014. Our gut feeling is that the market will have another strong leg up and then you will really have to mind your eye.
— Interested in a free trial? —