Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head
We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies.
Portfolio shares: a high-yield stock to replace Direct Line
I reveal the share I've chosen to replace Direct Line in my dividend portfolio and explain why I think this business is compellingly cheap right now.
Dividend notes: a contrarian bargain? RWS, RESI, WHR
I review results from dividend share RWS Holdings and property stocks Warehouse REIT and Residential Secure Income.
Dividend notes: reassuring updates - PAG, GHH
I review the latest results from buy-to-let specialist Paragon Banking and optical engineers Gooch & Housego.
May '23 dividend portfolio update: mostly good news
I review May's results from dividend shares in my model portfolio.
Dividend notes: the same but different - IPX, PMI
I review the latest results from AIM-listed fund managers Impax Asset Management and Premier Miton and give my view on these stocks. Do they offer opportunity?
Dividend notes: a B+ for this selection - BME, BOY, BMY
31/05/23: I review the latest results from B&M European Value Retail, Bodycote and Bloomsbury Publishing.
Shares Podcast: Bellway with Maynard Paton & Roland Head
A 77-year history has seen Bellway (LON:BWY) weather several previous housing slumps. In this new podcast, Maynard Paton and I discuss whether the shares offer a buying opportunity.
Dividend notes: contrasting approaches - PETS, AJB, HILS, IHP
I review results from AJ Bell, Pets at Home, IntegraFin and Hill & Smith.
Dividend notes: 8% yield, industrial headwinds - AV, RS1
Strong updates from two companies but one appears to face an uncertain near-term outlook. I review the latest numbers from Aviva and RS Group.
