UK Value Investor | For dividend-focused value investors
5,067 FOLLOWERS
Hello. My name is John Kingham and I’m the founder and editor of UK Value Investor. I publish a monthly investment newsletter for defensive and dividend-focused value investors. It’s mission is to provide investors with tools and information to help them build high quality, high yield portfolios. Follow my website as I provide investors with dividend focused information.
UK Value Investor | For dividend-focused value investors
9M ago
For reasons that escape me, UK financial stocks are massively out of favour. For example, Admiral, one of the UK’s largest motor insurers, has a dividend yield of 7.5% at its current share price of £25. That kind of yield is usually reserved for cigar butts and basket cases, so does that describe Admiral, or ..read more
UK Value Investor | For dividend-focused value investors
9M ago
Results season is finally over, which means it’s time for the first quarterly review of the year. I’ll start with short-term performance and then move on to long-term performance, strategy tweaks, recent trades and my outlook for 2022. You can continue reading this article on my new website, UKDividendStocks.com: Continue Reading ..read more
UK Value Investor | For dividend-focused value investors
9M ago
Originally posted on March 10th. For obvious reasons, markets were volatile this week and many UK stocks saw their share price absolutely crater. To be frank, it was pretty shocking. The FTSE 100 held up well and was only down about 9% from its recent high, mostly thanks to its large exposure to defence, mining ..read more
UK Value Investor | For dividend-focused value investors
9M ago
Unilever has been through something of a PR disaster in recent weeks. In January, Terry Smith questioned why Unilever felt that Hellmann’s mayonnaise needed to have a social purpose beyond tasting great. Shortly after that, Smith wrote a somewhat scathing post mortem of Unilever’s recent attempt to buy GSK Consumer Healthcare, calling it a “near-death ..read more
UK Value Investor | For dividend-focused value investors
9M ago
Domino’s Pizza Group is one of the UK’s highest quality dividend growth stocks and I have been a fan for many years and a shareholder for almost five years. But increasing debts, an increasing share price and the rise of dark kitchens have left me wondering whether Domino’s is still a good investment. You can ..read more
UK Value Investor | For dividend-focused value investors
9M ago
UK house prices have been in a bubble for almost 20 years, which makes it one of the longest-running bubbles in history. This is very interesting because bubbles almost never last this long. They usually only last a few years, and every bubble in history has ended when the temporary factors that inflated it came ..read more
UK Value Investor | For dividend-focused value investors
9M ago
Unlike the FTSE 100, the FTSE 250 has put in a pretty decent performance over the last couple of decades. Since it peaked in 2007 (at the end of the early 2000s credit bubble), the FTSE 250 has just about doubled and since its peak in 2000 (at the end of the dot-com bubble) the ..read more
UK Value Investor | For dividend-focused value investors
9M ago
The FTSE 100 has become unloved and unwanted by an increasing number of investors. I guess you can’t really blame them. After all, the FTSE 100 has grown from 6,900 in 1999 to 7,500 today, which is less than a 10% capital gain over 22 years. By any reasonable stretch of the imagination, that’s a ..read more
UK Value Investor | For dividend-focused value investors
9M ago
Another year has whizzed by and so, inevitably, it’s time for investors up and down the land to review their portfolio’s performance over the last 12 months and beyond. In my case, I’m going to review the UK Dividend Stocks Model Portfolio, which I set up in 2011. It’s a virtual portfolio that I manage ..read more
UK Value Investor | For dividend-focused value investors
10M ago
For reasons that escape me, UK financial stocks are massively out of favour. For example, Admiral, one of the UK’s largest motor insurers, has a dividend yield of 7.5% at its current share price of £25. That kind of yield is usually reserved for cigar butts and basket cases, so does that describe Admiral, or ..read more