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?

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.

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.