The Dividend Note
The Dividend Note - adding to my watch list - SMWH, REC, HIK (26/04/24)
I review this week's updates from UK dividend shares Hikma Pharmaceuticals, WH Smith and Record, and find much to like.
Latest
The Dividend Note
The Dividend Note - turning point? Asset managers, RTO, LTG (19/04/24)
I consider the income opportunities among UK asset managers and take a look at this week's updates from dividend shares Rentokil Initial and Learning Technologies.
The Dividend Note
The Dividend Note - emerging opportunities? AZN, IOM, CHH (12/04/24)
I consider AstraZeneca's surprise dividend increase and review this week's updates from AIM dividend shares Iomart and Churchill China.
Podcasts
The Exchange on Vox Markets with Paul Hill (12/04/24)
Paul Hill and I chat live about UK shares and take questions from viewers. Stocks covered #RMV #MONY #HTG #RIO #RWS #SDY #TIFS #PAY #MER #IOM #SUS #CHG #TCAP #IGG #AVCT #SUPR #VLG #OCN #LLAI
Portfolio
Q1 2024 quality dividend portfolio review: income growth
My model portfolio delivered dividend growth in Q1, but capital performance was held back by two big fallers.
Podcasts
Investor's Round Table: BRBY, NXT, NWOR & AIEA
Mark Simpson, Graham Neary and I discuss UK shares Burberry, Next, Airea, and National World.
Portfolio
Mar '24 dividend portfolio update: 10 results + one new stock
March was a busy month for results from my UK dividend share portfolio. I've also decided to replace one stock with a new purchase.
The Dividend Note
The Dividend Note - should I invest with family shareholders? BOOT, LTHM, JHD, JIM, MBH (29/03/24)
I review recent results from five UK dividend shares with family ownership - Henry Boot, Michelmersh Brick Holdings, James Latham, James Halstead and Jarvis Securities.
The Dividend Note
The Dividend Note - what are the risks? NXT, MIDW, PGH, MPE (22/03/24)
I review the latest numbers from UK dividend shares that each carry quite different risks - Next, Midwich, Personal Group, and MP Evans.
Dividend share reviews
New stock: a UK business with a 35-year dividend history and 5% yield
This engineering group can trace its roots back nearly 200 years, but is continuing to invest in new growth opportunities.
The Dividend Note
The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)
I review results from five stocks that are relatively new to me - Alfa Financial, TI Fluid Systems, 4imprint, Foresight Solar and Supermarket Income REIT.
The Dividend Note
The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)
I review recent results from Robert Walters, Inchcape and Nichols and ask whether they offer value. Plus Spirent Communications.