The Dividend Note
Dividend notes: profit upgrades x3 - HILS, AZN, BME (14/11/23)
I take a look at AstraZeneca, B&M and Hill & Smith; all three companies have upgraded their profit guidance over the last week.
Roland Head
The Dividend Note
Dividend notes: contrasting fortunes - DGE, RDW, TW (10/11/23)
My thoughts on this week's market-moving trading updates from Diageo, Redrow and Taylor Wimpey.
The Dividend Note
Dividend notes: turnaround + stock overhang - MKS, RS1 (08/11/2023)
Half-year results from Marks and Spencer and RS Group provide a sharp contrast in performance.
Portfolio
October '23 dividend portfolio update: value on offer?
October's results from my portfolio companies didn't flag up any new problems. I think there's plenty of value in UK dividend shares right now.
The Dividend Note
Dividend notes: big cap roundup - BP, GSK, NXT (01/11/23)
I review third-quarter updates from FTSE 100 dividend shares BP, GSK and Next.
The Dividend Note
Dividend notes: this 8% yield looks safe to me - SXS, TCAP (31/10/23)
I review third-quarter updates from FTSE 250 precision engineer Spectris and financial firm TP ICAP, which has an 8% dividend yield.
The Dividend Note
Dividend notes: patience could be rewarded - BAG, MAB1, JHD (27/10/23)
I review recent results from UK dividend shares AG Barr, Mortgage Advice Bureau, and James Halstead.
The Dividend Note
Dividend notes: markets shrug despite stable outlook - INCH, BMY (26/10/23)
I review the latest updates from Harry Potter publisher Bloomsbury Publishing and FTSE 250 automotive group Inchcape.
Podcasts
Podcasts: how to value companies + QTX, HL, TUNE & KETL
I've recorded several new podcasts over the last month, covering topics including Hargreaves Lansdown, Quartix, Focusrite, Strix - and the difficult topic of company valuation.
Portfolio
Q3 2023 review: buying shares and looking ahead
The third quarter saw me add two new stocks to my quality dividend portfolio, which remains on track to deliver a 5.5% yield this year.
Portfolio
Sept '23 dividend portfolio update: keep going
External conditions are providing challenges for some of the companies in my dividend portfolio, but I'm reassured by most of these updates.
Newsletter
New stock #2: another new share for my dividend portfolio
I'm maxing out my trading policy this month by buying a second new share for my model dividend portoflio.