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The Dividend Note

My thoughts on recent UK dividend share news and company results. To search for past coverage of a company, type its ticker code into the search box at the top of the page.
May
03
The Dividend Note - emerging value from these FTSE 100 stocks? WTB, SN. (03/05/24)

The Dividend Note - emerging value from these FTSE 100 stocks? WTB, SN. (03/05/24)

I review full-year results from Premier Inn owner Whitbread and consider medical device specialist Smith & Nephew. Is either of these FTSE 100 dividend stocks a tempting buy?
11 min read
Apr
26
The Dividend Note - adding to my watch list - SMWH, REC, HIK (26/04/24)

The Dividend Note - adding to my watch list - SMWH, REC, HIK (26/04/24)

I review this week's updates from UK dividend shares Hikma Pharmaceuticals, WH Smith and Record, and find much to like.
14 min read
Apr
19
The Dividend Note - turning point? Asset managers, RTO, LTG (19/04/24)

The Dividend Note - turning point? Asset managers, RTO, LTG (19/04/24)

I consider the income opportunities among UK asset managers and take a look at this week's updates from dividend shares Rentokil Initial and Learning Technologies.
11 min read
Apr
12
The Dividend Note - emerging opportunities? AZN, IOM, CHH (12/04/24)

The Dividend Note - emerging opportunities? AZN, IOM, CHH (12/04/24)

I consider AstraZeneca's surprise dividend increase and review this week's updates from AIM dividend shares Iomart and Churchill China.
9 min read
Mar
29
The Dividend Note - should I invest with family shareholders? BOOT, LTHM, JHD, JIM, MBH (29/03/24)

The Dividend Note - should I invest with family shareholders? BOOT, LTHM, JHD, JIM, MBH (29/03/24)

I review recent results from five UK dividend shares with family ownership - Henry Boot, Michelmersh Brick Holdings, James Latham, James Halstead and Jarvis Securities.
13 min read
Mar
22
The Dividend Note - what are the risks? NXT, MIDW, PGH, MPE (22/03/24)

The Dividend Note - what are the risks? NXT, MIDW, PGH, MPE (22/03/24)

I review the latest numbers from UK dividend shares that each carry quite different risks - Next, Midwich, Personal Group, and MP Evans.
13 min read
Mar
15
The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)

The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)

I review results from five stocks that are relatively new to me - Alfa Financial, TI Fluid Systems, 4imprint, Foresight Solar and Supermarket Income REIT.
16 min read
Mar
08
The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)

The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)

I review recent results from Robert Walters, Inchcape and Nichols and ask whether they offer value. Plus Spirent Communications.
12 min read
Mar
01
The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)

The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)

I review the latest results from Croda International, Bunzl and Spectris, all of which have delivered 30+ years of dividend growth. Plus small-cap packaging specialist Macfarlane.
13 min read
Feb
23
The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)

The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)

I review the latest results from FTSE 250 stock Moneysupermarket.com Group and small-cap Wilmington - and also consider the issue of buybacks and the case for a resurgence in dividend investing.
11 min read