The Dividend Note
The Dividend Note - what price for quality? EXPN, SPT, DPLM, AJB, IHP, CWK (19/01/24)
I review this week's updates from Experian, Spirent Communications, Diploma, AJ Bell, IntegraFin and Cranswick.
Roland Head
The Dividend Note
The Dividend Note - three market leaders - GAW, TSCO, SVS (13/01/24)
I review last week's updates from Tesco, Savills and Games Workshop, and outline plans for a new publishing schedule in 2024.
Portfolio
Quality dividend portfolio: 2023 review
My model dividend portfolio delivered 5% dividend growth in 2023 and offers a forecast yield of 5.2% for the year ahead.
Portfolio
Dec '23 dividend portfolio update: changing landscape + top ups
Results from my dividend portfolio in December included a niche small cap with a 34-year dividend record and a tech-focused AIM stock whose dividend has risen for 20 years.
The Dividend Note
Dividend notes: investment platforms get cash boost - AJB, IHP (14/12/23)
I review recent results from FTSE 250 investment platforms AJ Bell and IntegraFin Holdings.
The Dividend Note
Dividend notes: quality in specialist niches - PAG, RNWH (13/12/23)
I review recent results from specialist infrastructure group Renew Holdings and buy-to-let mortgage lender Paragon Banking.
Dividend share reviews
Is NWF a dividend share to buy now?
I take a look at AIM-listed distribution specialist NWF Group (LON:NWF) and find plenty to like, including a 27-year dividend history.
Portfolio
Nov '23 dividend portfolio update: risks and opportunities
Results from my dividend portfolio in November included FTSE 100 firm that issued a profit warning and another whose share price reached a new all-time high.
The Dividend Note
Dividend notes: quality choices? BVIC, DPLM, CWK (24/11/23)
I review recent results from three mid-cap dividend shares with strong track records - Britvic, Diploma, and Cranswick.
Dividend share reviews
Is Macfarlane a good dividend share?
I run small-cap packaging specialist Macfarlane Group (LON:MACF) through my dividend screen to see if it makes the grade as a potential portfolio stock.
The Dividend Note
Dividend notes: 12% yield from this unloved financial? AV, LIO, CSN (16/11/23)
I review the latest updates from unloved high yielders, Aviva, Chesnara and Liontrust Asset Management. Are these big payouts safe?
The Dividend Note
Dividend notes: quality growth + beating expectations - EXPN, GEN, CGS (15/11/23)
I review updates from dividend shares Experian, Castings and Genuit and find (mostly) good news.