Podcasts
Founder ownership, 40% profit margins and super cash generation. Maynard and I debate the attractions of investment platform IntegraFin (LON:IHP) and explain why it's different to AJ Bell and Hargreaves Lansdown.
Portfolio
Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly.
The Dividend Note
30/06/23: I review Q3 trading at Associated British Foods and solid FY results from currency management specialist Record.
The Dividend Note
29/06/23: I review news and updates from Morgan Sindall, B&M European Value Retail, James Latham, and Morgan Advanced Materials.
The Dividend Note
23/06/23: I review this week's results from advisory group XPS Pensions and consider the 8% yield on offer at equipment firm Speedy Hire.
The Dividend Note
22/06/23: I review results from FTSE 100 packaging group DS Smith and Premier Inn owner Whitbread. Plus the latest from property investor Real Estate Credit Investments.
The Dividend Note
21/06/23: full-year results from housebuilder Berkeley Group and retailer Halfords suggest contrasting performances.
The Dividend Note
20/06/2023: updates from Next, SThree and NextEnergy Solar Fund sound confident, but I think some risks remain.
The Dividend Note
16/06/2023: I review results from cloud services provider Iomart and self-storage operator Safestore.
The Dividend Note
15/06/2023: I review recent trading updates and results from Victrex, Croda International, VP and Bunzl.
Podcasts
We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies.
Dividend share reviews
I reveal the share I've chosen to replace Direct Line in my dividend portfolio and explain why I think this business is compellingly cheap right now.
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