The Dividend Note
The Dividend Note - defensive quality - CCH, REL (16/02/24)
I take a look at full-year results from FTSE 100 dividend stocks Coca Cola HBC and Relx. Both of these are possible contenders for my portfolio, at the right price.
Latest
The Dividend Note
The Dividend Note - good operators? AZN, RECI, RSW (09/02/24)
I drill down into this week's results from AstraZeneca, Renishaw and specialist lender Real Estate Credit Investments.
Podcasts
Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts
Graham Neary, Mark Simpson and I talk vaping and UK shares, and discuss how we analyse company accounts.
Portfolio
Jan '24 dividend portfolio update: (mostly) good news
Eight of the companies in my dividend portfolio issued updates in January. I review all of these, plus a ninth company that's causing concern.
The Dividend Note
The Dividend Note - decades of dividends - GSK, NWF, WYN, JHD (02/02/24)
I take a look at the latest updates from four companies with at least 20 years of consecutive dividend payouts - GSK, NWF, Wynnstay and James Halstead.
The Dividend Note
The Dividend Note - quality small-cap dividends? BOOT, FNX, PGH (26/01/24)
Hunting for good dividend shares among small caps. I review this week's updates from Henry Boot, Fonix Mobile and Personal Group.
The Dividend Note
The Dividend Note - what price for quality? EXPN, SPT, DPLM, AJB, IHP, CWK (19/01/24)
I review this week's updates from Experian, Spirent Communications, Diploma, AJ Bell, IntegraFin and Cranswick.
The Dividend Note
The Dividend Note - three market leaders - GAW, TSCO, SVS (13/01/24)
I review last week's updates from Tesco, Savills and Games Workshop, and outline plans for a new publishing schedule in 2024.
Portfolio
Quality dividend portfolio: 2023 review
My model dividend portfolio delivered 5% dividend growth in 2023 and offers a forecast yield of 5.2% for the year ahead.
Portfolio
Dec '23 dividend portfolio update: changing landscape + top ups
Results from my dividend portfolio in December included a niche small cap with a 34-year dividend record and a tech-focused AIM stock whose dividend has risen for 20 years.
The Dividend Note
Dividend notes: investment platforms get cash boost - AJB, IHP (14/12/23)
I review recent results from FTSE 250 investment platforms AJ Bell and IntegraFin Holdings.
The Dividend Note
Dividend notes: quality in specialist niches - PAG, RNWH (13/12/23)
I review recent results from specialist infrastructure group Renew Holdings and buy-to-let mortgage lender Paragon Banking.