Roland Head

Roland Head

United Kingdom
Mar
17
New stock: a UK business with a 35-year dividend history and 5% yield

New stock: a UK business with a 35-year dividend history and 5% yield

This engineering group can trace its roots back nearly 200 years, but is continuing to invest in new growth opportunities.
13 min read
Mar
15
The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)

The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)

I review results from five stocks that are relatively new to me - Alfa Financial, TI Fluid Systems, 4imprint, Foresight Solar and Supermarket Income REIT.
16 min read
Mar
08
The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)

The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)

I review recent results from Robert Walters, Inchcape and Nichols and ask whether they offer value. Plus Spirent Communications.
12 min read
Mar
03
Vox Markets Hot Stocks Live with Paul Hill (01/03/24)

Vox Markets Hot Stocks Live with Paul Hill (01/03/24)

Paul Hill and I talk about UK shares on our radar and field live questions from listeners! Lots of interesting stocks covered in this discussion.
1 min read
Mar
03
Feb '24 portfolio update: steady progress | special dividend | problems

Feb '24 portfolio update: steady progress | special dividend | problems

Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.
21 min read
Mar
01
The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)

The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)

I review the latest results from Croda International, Bunzl and Spectris, all of which have delivered 30+ years of dividend growth. Plus small-cap packaging specialist Macfarlane.
13 min read
Feb
27
Investor's Round Table: HL, CBG, PLUS & JET2

Investor's Round Table: HL, CBG, PLUS & JET2

Graham Neary, Mark Simpson and I discuss the investment prospects of Hargreaves Lansdown, Close Brothers, Plus500 and Jet2.
1 min read
Feb
23
The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)

The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)

I review the latest results from FTSE 250 stock Moneysupermarket.com Group and small-cap Wilmington - and also consider the issue of buybacks and the case for a resurgence in dividend investing.
11 min read
Feb
18
After falling 30%, are Diageo shares too cheap to ignore?

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?
13 min read
Feb
16
The Dividend Note - defensive quality - CCH, REL (16/02/24)

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.
8 min read