The Dividend Note
Dividend notes: founder stocks with reliable dividends - HL, CHRT (19/07/23)
My founder theme continues with a look at a potentially revealing update from Hargreaves Lansdown and solid results from defence small-cap Cohort.
Roland Head
The Dividend Note
Dividend notes: 3 owner-led dividend stocks - IHP, LUCE, ARBB (18/07/23)
In today's founder-themed notes, I look at updates from investment platform IntegraFin and electrical parts supplier Luceco. I also consider impressive half-year results from private bank Arbuthnot -- is this owner-managed business a potential dividend sleeper?
The Dividend Note
Dividend notes: quality shines through - CTO, SPT, DPLM (13/07/23)
In these notes I review the latest updates from small-cap T Clarke and FTSE 250 firms Diploma and Spirent Communications.
The Dividend Note
Dividend notes: bargain property stocks? GLE, GPE, WKP (12/07/23)
In this property-themed note, I look at recent updates from small cap MJ Gleeson and FTSE 250 firms Great Portland Estates and Workspace.
The Dividend Note
Dividend notes: looking for cyclical buys - CCH, VCT, RWA (11/07/23)
In my dividend notes today I cover recent updates from FTSE 100 firm Coca-Cola HBC, FTSE 250 plastics specialist Victrex, and recruiter Robert Walters.
Portfolio
H1 2023: positioning the portfolio for long-term growth
Falling share prices during the first half of the year left my portfolio lagging behind the FTSE 100. I think there's value on offer and have been buying more shares.
Podcasts
Shares Podcast: IntegraFin with Maynard Paton & Roland Head
Founder ownership, 40% profit margins and super cash generation. Maynard and I debate the attractions of investment platform IntegraFin (LON:IHP) and explain why it's different to AJ Bell and Hargreaves Lansdown.
Portfolio
June '23 dividend portfolio update: foggy outlook
Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly.
The Dividend Note
Dividend notes: farms, fashion & forex - ABF, REC
30/06/23: I review Q3 trading at Associated British Foods and solid FY results from currency management specialist Record.
The Dividend Note
Dividend notes: short and sweet - MGNS, LTHM, MGAM, BME
29/06/23: I review news and updates from Morgan Sindall, B&M European Value Retail, James Latham, and Morgan Advanced Materials.
The Dividend Note
Dividend notes: a super small cap? XPS, SDY
23/06/23: I review this week's results from advisory group XPS Pensions and consider the 8% yield on offer at equipment firm Speedy Hire.
The Dividend Note
Dividend notes: packaging, property, and a 9% dividend yield - WTB, SMDS, RECI
22/06/23: I review results from FTSE 100 packaging group DS Smith and Premier Inn owner Whitbread. Plus the latest from property investor Real Estate Credit Investments.