Roland Head

Podcasts

Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head

We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies.

Dividend share reviews

Portfolio shares: a high-yield stock to replace Direct Line

I reveal the share I've chosen to replace Direct Line in my dividend portfolio and explain why I think this business is compellingly cheap right now.

The Dividend Note

Dividend notes: a contrarian bargain? RWS, RESI, WHR

I review results from dividend share RWS Holdings and property stocks Warehouse REIT and Residential Secure Income.

The Dividend Note

Dividend notes: reassuring updates - PAG, GHH

I review the latest results from buy-to-let specialist Paragon Banking and optical engineers Gooch & Housego.

Portfolio

May '23 dividend portfolio update: mostly good news

I review May's results from dividend shares in my model portfolio.

The Dividend Note

Dividend notes: the same but different - IPX, PMI

I review the latest results from AIM-listed fund managers Impax Asset Management and Premier Miton and give my view on these stocks. Do they offer opportunity?

The Dividend Note

Dividend notes: a B+ for this selection - BME, BOY, BMY

31/05/23: I review the latest results from B&M European Value Retail, Bodycote and Bloomsbury Publishing.

Podcasts

Shares Podcast: Bellway with Maynard Paton & Roland Head

A 77-year history has seen Bellway (LON:BWY) weather several previous housing slumps. In this new podcast, Maynard Paton and I discuss whether the shares offer a buying opportunity.

The Dividend Note

Dividend notes: contrasting approaches - PETS, AJB, HILS, IHP

I review results from AJ Bell, Pets at Home, IntegraFin and Hill & Smith.

The Dividend Note

Dividend notes: 8% yield, industrial headwinds - AV, RS1

Strong updates from two companies but one appears to face an uncertain near-term outlook. I review the latest numbers from Aviva and RS Group.

Newsletter

Making changes at rolandhead.com

I'm expanding my dividend share coverage and launching a paid membership tier.

The Dividend Note

Dividend notes: a hidden profit warning? TCAP, SVS, SMIN

Positive results from two companies, but is there a hidden profit warning here? I review the latest updates from TP ICAP, Savills and Smiths Group.