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  • Is Admiral’s high yield a warning to investors?

    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 is the market materially undervaluing this business?

    You can continue reading this blog post on my new website, UKDividendStocks.com:

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  • 2022 Q1 Portfolio Review

    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:

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  • The FTSE 250 just dipped into bear market territory

    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, utilities and international stocks.

    The more UK-focused FTSE 250 didn’t fare so well and officially entered bear market territory this week, having fallen slightly more than 20% from its recent all-time high.

    You can continue reading this article on my new website, UKDividendStocks.com:

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  • Can Unilever be trusted to deliver a growing dividend?

    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” experience.

    So are the wheels falling off the Unilever wagon, or is this all just a storm in a teacup?

    You can continue reading this blog post on my new website, UKDividendStocks.com:

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  • Selling Domino’s Pizza Group after its share price and debts increased

    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 continue reading this article on my new website, UKDividendStocks.com:

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  • Is the UK’s housing bubble about to burst?

    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 to an end.

    So will the UK house price bubble be the first in history to last forever, or will it end just as all other bubbles have ended?

    Read the full article over on my new website, UKDividendStocks.com:

    Will the UK’s housing bubble ever end?

  • Is the FTSE 250 expensive today?

    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 FTSE 250 has more than tripled.

    Given that the FTSE 100 has produced zero capital gains since 1999, a 200+% price increase for the FTSE 250 isn’t too bad at all.

    And if you take your starting point as the 2003 low which followed the dot-com bust, the FTSE 250 is up more than 500%.

    But have these healthy gains come at the expense of sane valuations? In other words, is the FTSE 250 dangerously expensive?

    You can find out what I think on my new website, UKDividendStocks.com:

    Is the FTSE 250 expensive at three-times its dot-com peak?

  • Is now a good time to invest in the FTSE 100?

    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 terrible return for an investment as volatile as the stock market.

    To rub salt into this particular wound, US stocks have gained more than 200% over those same 22 years, as has the UK housing market.

    And as you might expect, most investors today are keen to put more money into US stocks and UK property, precisely because they’ve performed so well over the last decade or two.

    But are they right to do so, or should investors instead be shovelling at least some of their money into the relatively unloved UK stock market?

    Click the button below to read the full article on my new website, UKDividendStocks.com:

    Should you invest in the FTSE 100?

  • 2021 Year-end portfolio review

    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 using ShareScope’s portfolio tool and it holds exactly the same stocks as my real-world portfolio, with approximately the same position sizes.

    This is, somewhat obviously, a dividend-focused portfolio, so it invests in a diverse basket of 20-30 quality UK dividend stocks that I think are trading at a material discount to fair value.

    The portfolio reinvests all dividends and is benchmarked against the Vanguard All-Share Unit Trust (accumulation), which tracks the FTSE All-Share. Both portfolios were launched with 50,000 virtual pounds in March 2011.

    You can read the full review on my new website:

    UK Dividend Stocks Portfolio: 2021 Full Year Review…

  • Could Ferrexpo be a potential dividend growth investment?

    You can read or watch my full review of Ferrexpo over on my new website:

    https://www.ukdividendstocks.com/blog/is-ferrexpo-a-good-dividend-investment

    You can also listen to the review on the UK Dividend Stocks Podcast:

    UK Dividend Stocks Podcast Episode 5: Ferrexpo

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