Private Investors Podcast

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.

This time Maynard Paton and Roland Head discuss the investment potential of Bioventix (BVXP) and diagnostic antibodies. Maynard and Roland break down this incredibly profitable company which has operating margins of over 70% and has maintained those margins for over five years. They discuss the recent AGM attended by Maynard, how Bioventix generates cash, future pipeline, the financials, dividends and current risks to the value and share price of this AIM-listed UK company, Bioventix.

This time Maynard Paton and Mark Atkinson discuss the investment potential of Fundsmith and whether Fundsmith is still a good buy. Mark shares how his investment in Fundsmith has been life-changing and why he believes Fundsmith is still a good buy despite the price rising considerably since his purchase in 2014. Maynard puts forward what he thinks about Fundsmiths’s current situation covering their recent purchases of Meta, Amazon and Alphabet and Fundsmith’s future growth potential. As always, is it a hold, a buy or a sell?

This time Maynard Paton and Mark Atkinson review FTSE Small-Cap City of London Investment and the investment potential of fund managers. Maynard covers in detail why he owns the City of London Investment, when he started buying the City of London Investment, what CLIG does, attending the recent City of London AGM and what Maynard thinks about their current situation and future growth potential. Is it a further buy, a hold or a sell?

This time Maynard Paton and Mark Atkinson review Aim Listed Small-Cap System 1 and the investment potential of testing adverts. System 1 is Maynards largest holding starting with his first purchase in March of 2016, since then Maynard has further added to his position becoming the largest holding in his portfolio.

Welcome to The Private Investor’s Podcast. This time Maynard and Mark’s share review of FTSE of 250 listed Greggs (GRG) and the investment potential of sausage rolls. Mark first bought Greggs in 2003 before selling it in 2005. Mark began buying again in 2017 at £10.24 adding several times with the latest purchase at £18.00 Greggs is now one of Mark’s top five holdings accounting for 5% of his overall portfolio. The question is; what does the future hold for Greggs? Will Maynard be buying, does Mark hold, buy more, or sell?