Share Options: Just a bit of fun or spawn of the devil?

At Slater Towers we receive polite letters from companies explaining why they think it right and proper to increase the size of awards to their directors. Nil cost shares worth 1.25x base salary? Come, come, surely 1.5x is only fair? One such came through a couple of days ago. It was from a company which

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Investing in The Age of Zoom

At Slater Investments most of us on the Investment Committee have been waiting in our burrows while the pandemic does its worst. Commuting consists of shuffling from the bedroom to the home office each morning. Then follow a succession of video calls with companies. My personal record is five in one day –  which is

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Environmental, Social & Governance (ESG) investing – is it good for you?

  Source: Refinitiv 7.10.2020   This chart takes its data from Refinitiv, which has set itself up as a major supplier of ratings for ESG. Having a good score would seem to be an attractive feature of an investment. But hang on, the figures from Refinitiv say otherwise. In fact you can see that the

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Why PEG and why are we watching her?

Welcome to PEGwatch, the new Slater Investments blog. Why PEG and why are we watching her? She is the PE/Growth ratio and it plays a central role when we sift through potential investments. High growth companies can look very impressive but with their high growth often goes a high PE multiple.  Profits growth of 30%

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