Latest
Sep
30
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.
15 min read
Sep
23
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.
8 min read
Sep
21
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.
8 min read
Sep
19
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?
4 min read
Sep
16
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.
15 min read
Sep
14
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.
6 min read
Sep
12
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).
8 min read
Sep
07
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.
7 min read
Sep
02
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.
18 min read
Aug
30
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.
9 min read