Portfolio
May '23 dividend portfolio update: mostly good news
I review May's results from dividend shares in my model portfolio.
Latest
The Dividend Note
Dividend notes: the same but different - IPX, PMI
I review the latest results from AIM-listed fund managers Impax Asset Management and Premier Miton and give my view on these stocks. Do they offer opportunity?
The Dividend Note
Dividend notes: a B+ for this selection - BME, BOY, BMY
31/05/23: I review the latest results from B&M European Value Retail, Bodycote and Bloomsbury Publishing.
Podcasts
Shares Podcast: Bellway with Maynard Paton & Roland Head
A 77-year history has seen Bellway (LON:BWY) weather several previous housing slumps. In this new podcast, Maynard Paton and I discuss whether the shares offer a buying opportunity.
The Dividend Note
Dividend notes: contrasting approaches - PETS, AJB, HILS, IHP
I review results from AJ Bell, Pets at Home, IntegraFin and Hill & Smith.
The Dividend Note
Dividend notes: 8% yield, industrial headwinds - AV, RS1
Strong updates from two companies but one appears to face an uncertain near-term outlook. I review the latest numbers from Aviva and RS Group.
Newsletter
Making changes at rolandhead.com
I'm expanding my dividend share coverage and launching a paid membership tier.
The Dividend Note
Dividend notes: a hidden profit warning? TCAP, SVS, SMIN
Positive results from two companies, but is there a hidden profit warning here? I review the latest updates from TP ICAP, Savills and Smiths Group.
The Dividend Note
Dividend notes: value or not? BLND, EXPN, BT-A
I review the latest results from a trio of FTSE 100 dividend shares -- British Land, Experian and BT Group. Is there any real value on offer?
The Dividend Note
Dividend notes: reliable performers - RNWH, BVIC
I review half-year results from construction group Renew Holdings and FTSE 250 soft drinks stock Britvic. Do these dividend shares tick all of my boxes?
The Dividend Note
Dividend notes: a fair price for quality? DPLM, BBOX
I review the latest updates from FTSE 250 industrial group Diploma and warehouse specialist Tritax Big Box REIT.
Dividend share reviews
Is Spirent Communications a quality compounder?
FTSE 250 electronics group Spirent Communications (LON:SPT) has high margins and lots of cash. But is it a true quality stock?