The UK Dividend Stocks Podcast

John Kingham
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The podcast for defensive dividend investors who want to invest in shares using facts and figures rather than speculation and hype. Important notice: This podcast is for educational use only. It does not provide personal financial advice. If you need advice relating to a specific investment you should speak to a regulated financial adviser.

Episodes

  1. The FTSE 250 is looking very cheap right now

    11/10/2023

    The FTSE 250 is looking very cheap right now

    Investors don’t want to invest in the FTSE 250 (or the UK stock market in general), so they sell up and head to where prices only seem to go up (mostly the US). This, of course, depresses the value of UK shares and the FTSE 250 falls even further. That further depresses the remaining UK investors, so they sell up and follow their peers to the US (or anywhere else that isn’t spelt “UK”). And round and round it goes. Eventually, even relatively unexcitable long-term investors sell up because they cannot take the pain of seeing their life savings dwindle away, apparently on an unstoppable decline towards zero. And that's when markets usually, and unexpectedly, recover. You can find out more about this topic in the related blog post: The FTSE 250 is looking very cheap right now Disclaimer: This content is for educational purposes only and it does not contain financial advice or recommendations to buy or sell any specific investment. Investments can go down as well as up, so you should always do your own research and speak to a regulated financial advisor if you need to.

    14 min

  2. 12/23/2021

    5. Ferrexpo: Is this commodity producer a good dividend investment?

    Ferrexpo is one of the world’s largest and lowest-cost producers of iron ore pellets, which are used in the steel industry. The company can trace its roots back to 1960 when mining operations commenced in Poltava, Ukraine. The operations were eventually moved from state to private ownership and today Ferrexpo still mines exclusively in Ukraine. To be honest, as a dividend-focused investor, mining stocks are not the sort of thing I usually go for. But Ferrexpo is currently one of the highest-ranked stocks on my FTSE All-Share stock screen, so at the very least it deserves a fair crack of the whip. Related blog post: https://www.ukdividendstocks.com/blog/is-ferrexpo-a-good-dividend-investment Disclaimer: This podcast exists is for educational use only and does not contain financial advice. If you need advice on a specific investment you should speak to a regulated financial advisor.

    52 min

  3. 11/25/2021

    4. The S&P 500 CAPE Ratio says the US Index is Massively Overvalued

    In this episode, John reviews the S&P 500 to see what impact its 13-year bull run has had on the US index's valuation level. Specifically, John looks at the S&P 500 CAPE ratio as that has a proven of spotting bubbles. Visit the UK Dividend Stocks website: https://ukdividendstocks.com Disclaimer: This podcast exists to educate and inform investors. It does not contain financial advice. If you need advice on a specific investment you should ask a regulated financial advisor.

    22 min

  4. 11/15/2021

    3. SThree: A World Leader in STEM Recruitment

    In this episode, John reviews SThree, a world leader in specialist recruitment for science, technology, engineering and finance. SThree is a cyclical business, but it has a long track record of dividends and growth, a robust balance sheet and it operates in growth markets, so it has serious potential as a dividend growth stock. SThree also joined the UK Dividend Stocks Portfolio in April 2020. If you enjoyed this episode, please leave a review and a rating to help spread the word about the benefits of sensible dividend investing.

    41 min
  5. Next: A quality dividend stock well-positioned for the future

    10/25/2021

    Next: A quality dividend stock well-positioned for the future

    Next is one of the most popular clothing and homewares retailers in the UK and it’s also one of the most popular dividend stocks. It recently announced relatively positive half-year results, so I thought this would be a good time to review the company’s current situation, its underlying qualities and to estimate fair value and good value prices for its shares. Related blog post: ukdividendstocks.com/blog/next-quality-dividend-stock-2021-10

    36 min

  6. 10/18/2021

    A 5-step approach to investing in dividend stocks

    In this first episode, I break down everything I know about dividend investing into five basic steps. These steps then form a solid foundation upon which everything else in my investment strategy is built. So if you're looking for a high-level overview of dividend growth investing, this is it. The five steps are: Step 0: Think like a business owner (more of a foundation than a step) Step 1: Identify quality dividend growth stocks Step 2: Estimate fair value based on future dividends Step 3: Buy stocks when there is a significant margin of safety Step 4: Invest more into the best stocks Step 5: Diversify to reduce risk

    47 min
  • 6 Episodes

About

The podcast for defensive dividend investors who want to invest in shares using facts and figures rather than speculation and hype. Important notice: This podcast is for educational use only. It does not provide personal financial advice. If you need advice relating to a specific investment you should speak to a regulated financial adviser.

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