In this episode we discuss Rio Tinto, Ibstock, BHP, Burberry, Associated British Foods & Netflix. There is also a book review of Going Down Tobacco Road by Gene Hoots at the end. 

$rio $ibst $bhp $brby $abf $nflx

In this episode we discuss Next, Boohoo, Inditex, Ocado, Currys & Peloton.

$nxt $boo $itx $cury $ocdo $pton

In this episode Sam interviews John Kingham, author of The Defensive Value Investor. John invests in high quality UK dividend stocks and launched the dividend stocks newsletter in 2011 (https://www.ukdividendstocks.com/).

Before launching the investment newsletter in 2011, John worked as a software analyst in the insurance industry. John been investing in UK stocks since 1995 and in 2007, he set up UKValueInvestor.com and started publishing his investment research as a series of blog posts which eventually turned into the newsletter.

In 2012, Harriman House asked John to write a book about his approach to investing. In 2016 The Defensive Value Investor finally made it into bookstores all over the UK.

John has also written regularly for other publications, including Master Investor Magazine and The Property Chronicle.

In this episode we review our fantasy portfolio and see how it has done over the last 12 months and compared to the world index. We also discuss which stocks we would like to sell or add to the portfolo.

For last year's fantasy portfolio episode please see episode 15. 

In this episode we discuss Burberry, AutoTrader, Ted Baker, M&S, B&M & Disney.

$brby $auto $ted $mks $bme $dis