Podcasts
Vox Markets Hot Stocks Live with Paul Hill (01/03/24)
Paul Hill and I talk about UK shares on our radar and field live questions from listeners! Lots of interesting stocks covered in this discussion.
Roland Head
Portfolio
Feb '24 portfolio update: steady progress | special dividend | problems
Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.
The Dividend Note
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.
Podcasts
Investor's Round Table: HL, CBG, PLUS & JET2
Graham Neary, Mark Simpson and I discuss the investment prospects of Hargreaves Lansdown, Close Brothers, Plus500 and Jet2.
The Dividend Note
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.
Dividend share reviews
After falling 30%, are Diageo shares too cheap to ignore?
FTSE 100 Diageo (LON:DGE) warned on profits in November and is going through a slow patch. Is this an opportunity to add this quality compounder to my dividend portfolio?
The Dividend Note
The Dividend Note - defensive quality - CCH, REL (16/02/24)
I take a look at full-year results from FTSE 100 dividend stocks Coca Cola HBC and Relx. Both of these are possible contenders for my portfolio, at the right price.
The Dividend Note
The Dividend Note - good operators? AZN, RECI, RSW (09/02/24)
I drill down into this week's results from AstraZeneca, Renishaw and specialist lender Real Estate Credit Investments.
Podcasts
Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts
Graham Neary, Mark Simpson and I talk vaping and UK shares, and discuss how we analyse company accounts.
Portfolio
Jan '24 dividend portfolio update: (mostly) good news
Eight of the companies in my dividend portfolio issued updates in January. I review all of these, plus a ninth company that's causing concern.
The Dividend Note
The Dividend Note - decades of dividends - GSK, NWF, WYN, JHD (02/02/24)
I take a look at the latest updates from four companies with at least 20 years of consecutive dividend payouts - GSK, NWF, Wynnstay and James Halstead.
The Dividend Note
The Dividend Note - quality small-cap dividends? BOOT, FNX, PGH (26/01/24)
Hunting for good dividend shares among small caps. I review this week's updates from Henry Boot, Fonix Mobile and Personal Group.