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Calendar and Dividends
#calendar #dividends JIC Portfolio Dividends Funds' Portfolio Dividends

John Rosier
Jul 20, 20241 min read
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Weekend Roundup
Sarsen Stone - Barbury Castle Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the last year can be found at the end of this post. For the second week running, US large cap technology sold off small cap bounced back. NASDAQ was down 3.6%, while the Russell 2000 was up 1.7%. In general, it wasn’t a good week for equities, although the UK fared relatively well compared to the US, Continental Europe, and the Fa

John Rosier
Jul 20, 20242 min read
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Hargreaves Lansdown - Q4 Trading update
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £5.3bn, 1108p, 2.0 per cent of JIC Portfolio (Medium Risk/High Reward 2.0 per cent target).   Investor Relations | Hargreaves Lansdown ( hl.co.uk )  Conclusion: Not a bad quarter with signs that things are improving.  There is plenty for the bears of the stock to point to, such as client and asset retention down y-o-y. There is also something for the bulls. Net new clients up 85% v Q4 2023, new business of £1.6bn and reco

John Rosier
Jul 19, 20244 min read
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Premier Foods - Q1 Trading Update
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 171.4p, Medium Risk/High Reward, 4.0 per cent target, currently 3.9% of JIC Portfolio)...

John Rosier
Jul 18, 20244 min read
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Niox Group - H1 Trading Update
NIOX Group (CIR, AIM All-Share, Market Cap £291m, 68.5p, 3.6% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Jul 17, 20242 min read
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Hvivo - H1 Trading Update
Hvivo (HVO.L; IM All-Share. Market capitalisation: £191m, 28p, 2.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) hVIVO...

John Rosier
Jul 17, 20245 min read
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JIC Portfolio Trades - Revisiting an Old Position - funded by trimming another turnaround story and cash
#jicportfoliotrade

John Rosier
Jul 16, 20243 min read
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Bloomsbury Publishing - Trading update
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 714p and 6.4% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Jul 16, 20243 min read
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Bloomsbury Publishing - "Rising- Review-Price" Review
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 704p and 6.3% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Jul 15, 20242 min read
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Me Group - H1 Results - Cash machine
ME International (MEGP.L FTSE 250 Index, Market Cap £685m, 181p, 4.6 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jul 15, 20244 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Jul 13, 20241 min read
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Weekend Roundup - Little by little!
#weekendroundup

John Rosier
Jul 13, 20242 min read
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PayPoint - Rising-Review-Price Review
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £476m, 660p, 5.8% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Jul 12, 20242 min read
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Polar Capital Holdings - Assets under management grows further, helped by net inflows
Polar Capital Holdings (POLR.L, Market Capitalisation: £552m, 582p, 4.5 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...

John Rosier
Jul 11, 20243 min read
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Jet2 - Results
Jet2 (JET2.L, AIM 50, Market Cap £2.8bn, 1286p, Medium Risk/High Reward, 3.0% target, currently 2.9% of JIC Portfolio)  www.jet2plc.com...

John Rosier
Jul 11, 20246 min read
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Weekend Roundup
#weekendroundup

John Rosier
Jul 6, 20242 min read
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Calendar and Dividend Schedule
#calendar #dividends JIC Portfolio Funds' Portfolio

John Rosier
Jul 6, 20241 min read
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John Rosier
Jul 3, 202410 min read
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Schroder UK Mid Cap Fund - Half-year results including a 9.1% dividend increase.
Schroder UK Mid-Cap Trust (SCP.L Market capitalisation £212m, 615p, 7.7 per cent of Funds Portfolio, (7.5 per cent target)) The Company's...

John Rosier
Jul 1, 202414 min read
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Weekend Roundup as another month draws to a close
#weekendroundup Margate Beach at low tide

John Rosier
Jun 29, 20242 min read
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Calendar and Dividend schedule
#calendar #dividends

John Rosier
Jun 29, 20241 min read
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Serica Energy AGM statement and it went ex-dividend a massive 14p this morning
Serica Energy (SQZ.L AIM All-Share, Market Cap £534m, 137p, 4.7% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...

John Rosier
Jun 27, 20244 min read
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Wilmington - Sale of UK Healthcare
Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 2.4% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) Wilmington...

John Rosier
Jun 27, 20243 min read
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Polar Capital Holdings - Results - Dividend maintained, Assets under Management growing
Polar Capital Holdings (POLR.L, Market Capitalisation: £549m, 541p, 4.2 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...

John Rosier
Jun 27, 20244 min read
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