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.
Latest
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.
Podcasts
Vox Markets Hot Stocks Live with Paul Hill (01/03/24)
Paul Hill and I talk about UK shares on our radar and field live questions from listeners! Lots of interesting stocks covered in this discussion.
Portfolio
Feb '24 portfolio update: steady progress | special dividend | problems
Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.
The Dividend Note
The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)
I review the latest results from Croda International, Bunzl and Spectris, all of which have delivered 30+ years of dividend growth. Plus small-cap packaging specialist Macfarlane.
Podcasts
Investor's Round Table: HL, CBG, PLUS & JET2
Graham Neary, Mark Simpson and I discuss the investment prospects of Hargreaves Lansdown, Close Brothers, Plus500 and Jet2.
The Dividend Note
The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)
I review the latest results from FTSE 250 stock Moneysupermarket.com Group and small-cap Wilmington - and also consider the issue of buybacks and the case for a resurgence in dividend investing.
Dividend share reviews
After falling 30%, are Diageo shares too cheap to ignore?
FTSE 100 Diageo (LON:DGE) warned on profits in November and is going through a slow patch. Is this an opportunity to add this quality compounder to my dividend portfolio?