Why GameStop hasn't taken the shine of US stocks
Australian Financial Review - February 6 2021
"Serious equities investors should be looking for long-term growth prospects evidenced by “robust real unit growth” – as opposed to “price-driven nominal sales growth” – as well as a return on capital re-invested by the company. The rate at which a US company increases its dividend [is] an excellent barometer of that and a sign it might be worth investing"
Where to hunt for dividends in an uncertain world
Australian Financial Review - May 6 2020
"A dividend that is growing indicates something very meaningful: that the company’s prospects are getting stronger. And equally, a company that is declining or remaining static is saying something meaningful. We very much believe that the best dividend is a rising dividend"