The UK Dividend Stocks Podcast: Recent Episodes
John Kingham
Searching for quality dividend stocks in the UK, using a methodical and long-term approach.
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.
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.
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.
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.
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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
Access the company review spreadsheet: ukdividendstocks.com/spreadsheet
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