The Dividend Note
The Dividend Note - is Direct Line a recovery buy? DLG, MACF, RSW (10/05/24)
I review this week's updates from Direct Line Insurance, engineer Renishaw, and packaging group Macfarlane and ask if buying opportunities are emerging.
Roland Head
Portfolio
Apr '24 dividend portfolio update: mixed results
I review April updates from six of my portfolio companies, including a small-cap asset manager and two FTSE 100 dividend stocks.
The Dividend Note
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?
Podcasts
Investor's Round Table: SDRY, DOCS, CTO, MONY, RFX, POLR, ASHM, PMI (21/04/24)
Mark Simpson, Graham Neary and I discuss UK shares including MoneySupermarket, Ramsdens Holdings and asset managers Ashmore, Polar Capital and Premier Miton.
The Dividend Note
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.
The Dividend Note
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.
The Dividend Note
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.
Podcasts
The Exchange on Vox Markets with Paul Hill (12/04/24)
Paul Hill and I chat live about UK shares and take questions from viewers. Stocks covered #RMV #MONY #HTG #RIO #RWS #SDY #TIFS #PAY #MER #IOM #SUS #CHG #TCAP #IGG #AVCT #SUPR #VLG #OCN #LLAI
Portfolio
Q1 2024 quality dividend portfolio review: income growth
My model portfolio delivered dividend growth in Q1, but capital performance was held back by two big fallers.
Podcasts
Investor's Round Table: BRBY, NXT, NWOR & AIEA
Mark Simpson, Graham Neary and I discuss UK shares Burberry, Next, Airea, and National World.
Portfolio
Mar '24 dividend portfolio update: 10 results + one new stock
March was a busy month for results from my UK dividend share portfolio. I've also decided to replace one stock with a new purchase.
The Dividend Note
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.