Podcasts
Podcasts: how to value companies + QTX, HL, TUNE & KETL
I've recorded several new podcasts over the last month, covering topics including Hargreaves Lansdown, Quartix, Focusrite, Strix - and the difficult topic of company valuation.
Latest
Portfolio
Q3 2023 review: buying shares and looking ahead
The third quarter saw me add two new stocks to my quality dividend portfolio, which remains on track to deliver a 5.5% yield this year.
Portfolio
Sept '23 dividend portfolio update: keep going
External conditions are providing challenges for some of the companies in my dividend portfolio, but I'm reassured by most of these updates.
Newsletter
New stock #2: another new share for my dividend portfolio
I'm maxing out my trading policy this month by buying a second new share for my model dividend portoflio.
The Dividend Note
Dividend notes: quality dividends for my watch list - RSW, CHH (20/09/23)
I review recent results from engineer Renishaw (LON:RSW) and tableware manufacturer Churchill China (LON:CHH) and find plenty to like.
The Dividend Note
Dividend notes: buying £1 for 70p? BOOT (19/09/23)
I review interim results from small-cap property group Henry Boot (LON:BOOT). With the shares trading at a discount to NAV, is this a buying opportunity?
Dividend share reviews
New stock: a FTSE 250 share I'm buying for dividends and growth
This FTSE 250 share boasts a 24-year dividend history and 20%+ returns on capital employed.
The Dividend Note
Dividend notes: FTSE 250 shares that are too cheap? RDW, ASHM (14/09/23)
Cyclical conditions are tough for housebuilder Redow (LON:RDW) and asset manager Ashmore Group (LON:ASHM). I review the latest results from both companies and ask if they offer value.
The Dividend Note
Dividend notes: safe as houses? BKG, MBH (12/09/23)
In this construction-themed update I review recent statements from housebuilder Berkeley Group Holdings (LON:BKG) and Michelmersh Brick Holdings (LON:MBH).
The Dividend Note
Dividend notes: back on the road? DLG, BLV (07/09/23)
Half-year results from Direct Line Insurance (LON:DLG) and small-cap estate agency group Belvoir (LON:BLV) reveal two very different pictures.
Portfolio
August '23 dividend portfolio update: macro headwinds
Companies in my dividend portfolio are facing a range of external pressures, but I think the underlying businesses are continuing to perform well.
The Dividend Note
Dividend notes: sleeper stocks? BNZL, MACF, QLT (30/08/23)
Two profit upgrades and a confident outlook: I review half-year results from Bunzl, Quilter and Macfarlane.