Private Investors Podcast

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.

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.

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.

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.

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.

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?

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.