Hi This week's article is a bit unusual as it covers a company that I hold in the UKVI Model Portfolio. Most of the time I find myself talking about companies that I don't like as these outnumber the ones I do like, probably by five or ten to one. But this one I do like, so dive in and see what you think. Go-Ahead: A high yield, defensive stock I know that some of my best investment returns have come about not from some amazing insight into what the company was going to do, or what the economy was going to do. Instead, they’ve come from combining solid and stable companies, with an attractive starting valuation and a healthy dose of patience.... Read this article now >> Where can you invest for dividend income? This is a new video from Hargreaves Lansdown TV. I mostly tend to agree with other equity income investors, so I hope you find these videos as interesting as I do Some good comments on valuation being a key element of risk... Watch this video now >> I'm always happy to reply to questions or comments. You can reply to this email or get in touch online, or of course you can add a comment at the bottom of the article. Yours sincerely  John Kingham
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P.S. This email and the related research are not investment advice. Please seek professional financial advice if you think you need it.
P.P.S. I'm in the process of writing the latest issue of the UK Value Investor newsletter where subscribers can find out every stock I own, what I'm buying and what I'm selling. This new issue will be out next week and this month I'm selling an existing holding to lock in some profit and diversify the model portfolio even more. | 
