by Robert Cole | Apr 7, 2020 | Cuttings, Showcase
BREAK WITH TRADITION CAN LIFT UNILEVER How much influence does a chief executive exert over the fortunes of a company? It is a question that weighs heavy on the minds of investors in Unilever, the maker of Hellmann’s mayonnaise and Dove soap. It weighs because...
by Robert Cole | Apr 7, 2020 | Blog, Cuttings, LinkedIn, Showcase
RENTOKIL COMES CLEAN It’s almost cruelly ironic that Rentokil Initial, a company dedicated to eradicating pests and cleaning toilets, is being so hard hit by the pandemic. It’s a specialist in handwashing, FFS! That said, its approach to commercial...
by Robert Cole | Apr 6, 2020 | Cuttings, Showcase, The Times
ROBERT COLE’S RECESSIONASAURUS (extracts) It’s happened to us all. One minute you’re in your element, waxing lyrical about the big match over a bag of peanuts down the pub, the next the talk turns to the markets and you’re left clutching at more straws than an octopus...
by Robert Cole | Feb 28, 2015 | Cuttings, Reuters Breaking Views, Showcase
TESCO SHOULD CUT ITS DIVIDEND August 2014 Shareholders ultimately lose out when too-high payouts prevent companies from responding well to problems. Right now, Tesco needs all the financial flexibility it can muster. Its current dividend is dangerously constricting....
by Robert Cole | Feb 1, 2007 | Cuttings, Showcase, Tempus Investment Column, The Times
ARM HAS THE MUSCLE TO OVERCOME THE SWINGS IN SILICON CHIP DEMAND Tempus investment column; The Times, February 2007 There was a time when investors could not get enough of ARM — but that was back around the turn of the millenium, when hopes for ARM semi-conductor...
