Bruce Packard and Mark Simpson discuss two of our most recent additions to our portfolios. UK inflation figures and whether the corresponding market moves are logical or not. We touch on house-builders and building product suppliers. How much investors should pay for quality companies such as Games Workshop? Companies discussed include Reach (RCH), Games Workshop (GAW), Anglo-Eastern Plantations (AEP), M.P. Evans (MPE), National World (NWOR) and many more.
Private Investor's Podcasts
Hosted by Investors For Investors
Welcome to the UK's best podcasts for private investors. The podcasts where equity analysts Maynard Paton, Roland Head, Mark Simpson and Bruce Packard discuss the UK small to mid-cap share market, including shares they own as well as shares they probably shouldn't own. Weaved into the conversations will be insightful conversations on portfolio management, stock analysis and the macro landscape for the UK share market.
Meet Your hosts
Maynard has been stock- picking for 25-plus years and is a well-known private investor within the UK small- cap community. Significant influences on Maynard’s investing style are the strategies of Warren Buffett, Peter Lynch and Jim Slater.
Roland has worked full-time as an investment writer and equities analyst since 2012. He currently contributes to Stockopedia and Investor’s Champion and runs a dividend newsletter tracking the progress of shares in his personal portfolio.
Bruce Packard is a Financial Analyst and a former equity research analyst who worked in the city specialising in the financial sector. He started his career at Credit Suisse followed by various other banks and stockbroking firms (Pali, Evolution, Seymour Pierce) before leaving, so that he had more freedom to analyse and invest in companies for his own portfolio.
Mark Simpson has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology vs an FTSE All- Share Total Return Index that has returned less than 8% over the same period.
IRT002 Round Table Discussing Asset Allocation, Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC)
This time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard discuss asset allocation and the investment potential of Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC). A healthy four-way debate about the shares they own, their portfolios, and the markets.
PIP013 Maynard & Roland Analyse IntegraFin, AJ Bell & Hargreaves Lansdown, But Which Is the Best Buy?
This time Maynard Paton and Roland Head discuss the investment potential of investment platforms IntegraFin (IHP), AJ Bell(AJB) and Hargreaves Lansdown (HL), but which one? During this podcast, Maynard and Roland discuss IntegraFin and its reoccurring revenue from management and platform fees comparing them to AJ Bell and Hargreaves Lansdown, who are both looking cheap right now.
Bruce Packard and Mark Simpson discuss artificial intelligence, UK small-caps DX Group (DX), Bruce’s recent purchases of Frontier Developments (FDEV) and the most recent addition to Mark’s portfolio Paypoint (PAY). Other key topics were, how to potentially play the artificial intelligence mania, attending Mello and listening to Lord Lee present. When is the right time to use stop losses, broker forecasts and investor red flags to watch out for?
IRT001 Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard.
Welcome to the first episode of The Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard. A healthy four-way debate about the shares we own, our portfolios, and the markets. In our first episode, we discuss the UK housing market and the investment potential of Bellway (BHT) vs a sector ETF. Wiring specialist Luceco (LUCE) and fashion retailer Superdry (SDRY). finishing off with an interesting discussion on how many stocks we own including the reasons why, and our biggest holdings.
PIP012 Maynard & Roland Discuss UK Housing Market Behemoth Bellway (BWY); Are Bellway Shares a Good Buy?
This time Maynard Paton and Roland Head discuss UK housing market behemoth Bellway (BWY) and whether Bellway shares are a good buy right now. Roland has recently purchased Bellway shares at £17.00. Roland shares in detail the reasoning why he bought Bellway covering the long track record of the dividends, the 6% yield annualized, no debt with cash in the bank, and the outlook for the UK housing market. As always, Maynard forensically examines the annual reports and the financials.
PIP011 Maynard & Roland Discuss a Family-Run Business With No Debt, Which Has Increased Dividends for 45 Years
This time Maynard Paton and Roland Head discuss UK small-cap James Halstead (JHD), which is a family-run business with no debt, is cash-rich and has increased dividends for 45 years straight. As with any company, nothing is perfect and there are concerns that Maynard and Roland discuss during this excellent breakdown of James Halstead and the investment potential of vinyl floor coverings.
Bruce Packard and Mark Simpson discuss a hand full of UK small to mid-cap companies including a recent addition to Bruce’s portfolio; Hargreaves Lansdown (HL). Bruce and Mark also discuss the investment potential of Abrdn (ABDN), iEnergizer (IBPO), Kape Technologies, Quarto Group (QRT) and Superdry (SDRY).
VTP002 Mark & Bruce Discuss The Computer Gaming Industry, TP ICAP, Investment Research and Share Insights
Mark Simpson and Bruce Packard discuss one of the stand-out companies for Mark last year, TP ICAP (TCAP), whether the gaming industry is a value play or value trap covering Team 17 (TM17) and Tiny Build (TBLD). Are companies trading at cash or just below good companies to buy right now? Mark shares the latest addition to his stock portfolio Luceco (LUCE) and weaved into the conversation are many more insights covering portfolio management, psychological biases and the challenges facing investors given the rising interest rate environment.
This time Maynard Paton and Roland Head discuss ITV and the investment potential of commercial television. Roland owns ITV making his first purchase in 2019 with subsequent purchases in 2020. Roland believes ITV is currently undervalued, making the case that the market is undervaluing the studio side of the business and that ITV’s shift to digital streaming is actually going much better than they are being credited for. This Combined with a 6% yield makes it an attractive position for Roland’s dividend-producing portfolio. Is Maynard convinced, or has Roland missed something that could change his mind?
VTP001 Mark & Bruce Discuss The Banking Crisis, SVB, Sylvania Platinum, Arcontech, Portfolio Management & Share Tips
Welcome to The Value Trapped Podcast, the podcast where private investors Bruce Packard and Mark Simpson discuss the UK small to mid-cap share market, including shares they own as well as shares they probably shouldn’t own. Weaved into the conversation will be insightful nuggets of information on portfolio management, stock analysis and the macro landscape for the UK share market.
This time Maynard Paton and Roland Head discuss Telecom Plus (TEP) and the income potential of Utility Warehouse. Telecom Plus (TEP) has a long history of increasing dividends with a forecast of a 4% yield for this year which could rise to 6% in the coming years, based on company projections. Telecom Plus was founded in 1996 and is now an FTSE 250 company with a revenue of £967.4 million in 2022, an operating profit of £50.9 million and a market cap of 1.5 billion. As always, Maynard and Roland discuss the finer details of Telecom Plus, what the future holds for Telecom Plus and whether this method of selling utilities is a sustainable method for the next 10 to 20 years.
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