Occupation: Consultant, Private Investor

Interests: Economics, Private Equity, Property, Stocks

Location: Wimbledon, SW London

About Me:

Fundamentalist investor - value & growth seeker.  My current large cap favourites are Unite Group (UTG), Vodafone (VOD), Sage (SGE).  My approach is to focus in-depth on a relatively small number of value stocks with a long tail of smaller cap growth stocks. My Investment Criteria are: Growth Stocks: in a Growing market; with Excellent Management and Strategy (i.e GEMS). Value Stocks: looking for hidden value with good dividend yield. Activist in nature, I like to meet the directors and I support strongly ShareSoc’s goals of greater shareholder democracy/advocacy.

Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... years
I invest with... <£50k
Diversification is ... important, but not beyond 10 positions
Fundamentalist investor - value & growth seeker. My current large cap favourites are Unite Group (UTG), Vodafone (VOD), Sage (SGE). My approach is to focus in-depth on a relatively small number of value stocks with a long tail of smaller cap growth stocks. Other current holdings GVC, IDEA, BUR, AGY, IMO, JIM, XLM and most recently ZOO. My Investment Criteria are: Growth Stocks: in a Growing market; with Excellent Management and Strategy (i.e GEMS). Value Stocks: looking for hidden value with good dividend yield. Activist in nature, I like to meet the directors and I support strongly ShareSoc’s goals of greater shareholder democracy/advocacy.

Maddox's Latest Blogs

An investment in Vodafone is currently very much a binary bet between whether you believe that they are going to have to cut the dividend or not. Guy Peddy of Macquarie Securities, forecasts that Vodafone (LON:VOD) will cut the dividend to €0.08 (or ¢8) and the share price will fall 19% to 125p. At this level Vodafone (LON:VOD) would still be yielding an attractive 5.65%.…

Great StockSlam event last night, great fun and nice to meet some first-timers pitching some very interesting ideas: a wonderful variety of choices, many with high 90+ StockRanks but credit to Neville pitching eServeGlobal on a SR of zero! My StockSlam choice is online gambling company GVC Holdings (LON:GVC) (Gaming VC as it was originally called). They have just reported excellent H1 results and Q3…

This was the Stockopedia Stockslam pick that I presented at Damian Cannon’s excellent event. I thought I'd put it on it's own thread for discussion/dissection. Allergy Therapeutics (LON:AGY) sits in my speculative portfolio that contains my picks in my search for the elusive multi-bagger. Huge Opportunity: The target market is the many millions of people that suffer from allergies – 30% of Europeans and 25%…

I thought I’d highlight this little gem in advance of its full year results to 31st December 2017 that are due any day now. Jarvis Securities (LON:JIM) provides stockbroking services on a white label basis to other stockbrokers and investment managers. Its last couple of results have been very strong and the share price ran up to over 600p but have now dropped back towards…

Unite (LON:UTG) is already a stalwart core holding within my portfolio (renowned investor Peter Lynch’s term). It has and continues to deliver consistent value growth and more recently good income growth too.  However, it’s Unite’s solidity that has great appeal – it owns physical assets in a very stable sector, namely student property. For what is my largest holding this share provides wonderfully predictable performance…

Maddox's Latest Comments

Excellent write-up Damian and four really interesting company presentations - really well worth attending this event.

Well done Tamzin for your initiative in recording this video - I find this an absolutely fascinating topic being a payment anorac. One point that is often made about crypto-currencies (as does Erik) is that the transaction speed is exceedingly slow. This is due to Bitcoin - where the transaction speed is deliberately contrived to be slow. This is because the transaction recording process and…

Hi Guys,, Just got off the Webcast - what a spectacularly great set of results - I'll start with a few key quotes: "Very strong growth with market share gains in all key territories" "We are growing faster than all our competitors" "Ladbrokes integration- couldn't be going any better" "Triennial Review - £2 FOBT - we're ready and we will take market share" US Market…

The full year 2018 results are as strong as expected. The highlight for me being the uplift in the dividend by 28% year-on-year to 29p. With the share price closing at 916p as I write the yield is 3.71% which is in its range of 3 - 4%. However, the advantage of buying into a share like Unite that is growing its income year after…

Despite the negative sentiment created by a few recent analysts opinions the balance of Broker recommendations is overwhelmingly positive: Strong Buy........14 Buy................... ..3 Neutral................4 Sell......................1 Strong Sell..........3 So out of 25 - 17 or 68% are on the Buy-side. Regards, Maddox Source:

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