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
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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.
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.
The Dividend Note
Dividend notes: in a sweet spot - CCH, ROR, HILS (18/08/23)
I review recent half-year results from Coca-Cola HBC, valve actuator specialist Rotork and infrastructure group Hill & Smith.
The Dividend Note
Dividend notes: do these FTSE 100 shares offer value? ADM, AV, BA (17/08/23)
I give my view on recent results and acquisition news from BAE Systems, Admiral and Aviva.
The Dividend Note
Dividend notes: property special - SVS, PSN, DLN, RECI (10/08/23)
I review recent results from Savills (profit warning), Persimmon, Derwent London and property lender Real Estate Credit Investments.
The Dividend Note
Dividend notes: cyclical opportunities? BBOX, BP, RWA, TW (08/08/23)
I consider the appeal (or not) of cyclical dividends from BP, Taylor Wimpey, Tritax Big Box REIT and Robert Walters.
The Dividend Note
Dividend notes: value at the right price? BATS, AZN, SPT (02/08/23)
I find potential signs of value among half-year results from British American Tobacco, AstraZeneca and Spirent Communications.
The Dividend Note
Dividend notes: taking stock - SHEL, BME, RS1 (28/07/23)
I review the latest updates from Shell, B&M European Value Retail and RS Group and follow up concerns I've previously flagged up.
The Dividend Note
Dividend notes: what happens next? LLOY, GSK, FDM (26/07/23)
I review half-year results from Lloyds and GSK and consider today's more downbeat commentary from IT group FDM.
The Dividend Note
Dividend notes: navigating uncertain markets - CRDA, HWDN, AJB (25/07/23)
I look at the latest results from Croda International, Howden Joinery and AJ Bell. These businesses all have a track record of super profitability but are facing weaker market conditions. I'm hunting for potential buying opportunities.
The Dividend Note
Dividend notes: founder stocks with reliable dividends - HL, CHRT (19/07/23)
My founder theme continues with a look at a potentially revealing update from Hargreaves Lansdown and solid results from defence small-cap Cohort.