Halma
Organization
A UK-based group of technology companies that develops products and solutions focused on safety, health, and environmental protection.
What experts have said about Halma
5 statements · 4 positive · 1 neutral
Halma has been an effective investor and capital allocator.
“A company like Halma, which we are not holders, but Halma has been a very effective investor and capital allocator.”
Open the episode · IC038 AIM Market and Budget ImpactsListen at 11:44
Halma funds acquisitions through internally generated cash flow.
“Halma makes acquisitions from internally generated cash flow.”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 18:40
Halma has achieved 45 consecutive years of dividend growth.
“It's had its 45th consecutive year of dividend growth”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 19:17
Halma trades at approximately 30 times forecast earnings.
“Now they're trading at 30 times forecast earnings”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 19:29
Investors should accept higher valuations for high-quality businesses like Halma.
“be prepared to pay up for quality.”
Open the episode · IC022 Investor Insights: Emerging Small Caps, Elon Musk's Pay Deal & Investment IdeasListen at 19:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring Halma
Investor's Champion Podcast
Budget tests AIM’s case against global growth stocks
The episode weighs whether tax advantages and UK-market access can offset weaker investment conditions and the pull of international winners.
Nov 2, 2024 · 14 min
Investor's Champion Podcast
Dividend yields demand stronger scrutiny than headline returns
The episode explains how income investors can distinguish durable dividends from attractive-looking payouts undermined by weak businesses, debt, or poor acquisitions.
Oct 19, 2024 · 27 min
Investor's Champion Podcast
UK small caps face AI disruption and infrastructure opportunity
The episode tests whether disciplined UK businesses can keep compounding as AI, electrification and executive incentives reshape investment decisions.
Jun 15, 2024 · 36 min