October 2022 dividend portfolio update

Update: this piece was amended on 18/12/2022 to include details of a second set of company results - see below for details.

October was a quiet month for portfolio news, with just two of my stocks issuing results.

The first of these is a housebuilding stock that's unloved at the moment, but which I think could offer decent long-term value at current levels. I introduced this business in a recent post here.

The other company in this update is an AIM-listed small-cap I've written about before, which benefits from very high profit margins, super cash generation and founder-management.

(Although there were several trading updates from portfolio companies, I don't generally cover these here unless they contain something unexpected. That didn't happen in October.)

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