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.
Roland Head
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.
The Dividend Note
Dividend notes: cheap cyclical stocks? HFD, BKG
21/06/23: full-year results from housebuilder Berkeley Group and retailer Halfords suggest contrasting performances.
The Dividend Note
Dividend notes: upgrade + an 8% dividend yield? STEM, NXT, NESF
20/06/2023: updates from Next, SThree and NextEnergy Solar Fund sound confident, but I think some risks remain.
The Dividend Note
Dividend notes: renting space - IOM, SAFE
16/06/2023: I review results from cloud services provider Iomart and self-storage operator Safestore.
The Dividend Note
Dividend notes: warnings, upgrades and a 6% yield - VCT, CRDA, BNZL, VP
15/06/2023: I review recent trading updates and results from Victrex, Croda International, VP and Bunzl.