The Dividend Note
Dividend notes: cheap cyclical stocks? HFD, BKG
21/06/23: full-year results from housebuilder Berkeley Group and retailer Halfords suggest contrasting performances.
The Dividend Note
21/06/23: full-year results from housebuilder Berkeley Group and retailer Halfords suggest contrasting performances.
The Dividend Note
20/06/2023: updates from Next, SThree and NextEnergy Solar Fund sound confident, but I think some risks remain.
The Dividend Note
16/06/2023: I review results from cloud services provider Iomart and self-storage operator Safestore.
The Dividend Note
15/06/2023: I review recent trading updates and results from Victrex, Croda International, VP and Bunzl.
Podcasts
We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies.
Dividend share reviews
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
I review results from dividend share RWS Holdings and property stocks Warehouse REIT and Residential Secure Income.
The Dividend Note
I review the latest results from buy-to-let specialist Paragon Banking and optical engineers Gooch & Housego.
Portfolio
I review May's results from dividend shares in my model portfolio.
The Dividend Note
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
31/05/23: I review the latest results from B&M European Value Retail, Bodycote and Bloomsbury Publishing.
Podcasts
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.
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