Video. Roland Head discusses his investment strategy & 20 stock ideas.

1st Mar by Paul Hill

7 comments 1721 reads

Timestamps

00:00 Roland's investment approach & key takeaways from recent trading updates

07:15 Avacta

11:20 Direct Line

15:15 Renishaw

21:40 Avingtrans

25:45 Renold

26:55 Costain

30:45 Vp Plc

34:50 Robert Walters

38:30 PZ Cussons & investing in emerging markets

47:35 Animalcare

51:50 Anpario

54:45 IG Group

57:50 Ultimate Products

61:05 Telecom Plus

65:40 ME Group

69:00 Impax Asset Management

73:25 Jupiter Fund Management

76:00 Premier Miton

78:45 Keywords Studios

Albeit apologies, I did mess up the ‘screen share’ tech a little.

Disclosure : I own Animalcare & Premier Miton, whilst Avingtrans & Avacta are Vox Markets clients.

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About the Author

Paul Hill

Premium Member

Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, CSFS, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62.5%. Meaning 37.5% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.7x larger than my losers. Please Do Your Own Research. more »

7 comments

Paul Hill

1st Mar

Valuation benchmarks wrt most of the stocks covered

upthetoffees

11th Mar

Re question from Paul Hill on what's the customer service like - I am a customer of UW (TEP) and had an issue with a wrong meter serial number being assigned by my previous utility supplier Bulb (now bust) as with all the utility suppliers that I have been with, my experience has been they do nothing to help until the ombudsman intervenes. This process takes at least 5 months, basically they won't act on any evidence - photograph or other, until you get the ombudsman - so actually they have no capability to resolve any issues other than straight line problems, the moment you step outside of the norm - e.g. wrong meter - then good luck - they will not act until they are forced to and then they pay a small amount of compensation which in no way reflect the amount of effort involved in chasing up, sending evidence, completing logs with the ombudsman - basically reams of effort for 80 pounds comp - a nonsense - but the same with all in my experience

Paul Hill

11th Mar

Big thanks for the #TEP insights.

I guess Telecom Plus' customer service maybe a little like Everton's finishing at ManU over the weekend?

sharw

12th Mar

Costain (LON:COST) - results out today. You talk about margins. The company has a policy to improve this and today say :"On track to meet our margin targets for FY 24 (run-rate 3.5%) and FY 25 (run-rate 4.5%), having delivered 3.0% adjusted operating margin for FY 23 and 3.8% in H2 23".

sharw

12th Mar

Costain (LON:COST) again - you mention dividend. On today's webcast there was a question on this - they are constrained by the pension scheme.

The Phoenix

12th Mar

Hi Paul out of interest what market screening software are you using in this presentation ?

Thanks Andy

Paul Hill

12th Mar

Hi Phoenix. This is the website I use. But plenty of other alternatives too.

https://uk.marketscreener.com/

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Video. Roland Head discusses his investment strategy & 20 stock ideas.

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About the Author

Paul Hill

7 comments

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