Portfolio
H1 2023: positioning the portfolio for long-term growth
Falling share prices during the first half of the year left my portfolio lagging behind the FTSE 100. I think there's value on offer and have been buying more shares.
Podcasts
Shares Podcast: IntegraFin with Maynard Paton & Roland Head
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
June '23 dividend portfolio update: foggy outlook
Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly.
The Dividend Note
Dividend notes: farms, fashion & forex - ABF, REC
30/06/23: I review Q3 trading at Associated British Foods and solid FY results from currency management specialist Record.
The Dividend Note
Dividend notes: short and sweet - MGNS, LTHM, MGAM, BME
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
Dividend notes: a super small cap? XPS, SDY
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
Dividend notes: packaging, property, and a 9% dividend yield - WTB, SMDS, RECI
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
Dividend notes: cheap cyclical stocks? HFD, BKG
21/06/23: full-year results from housebuilder Berkeley Group and retailer Halfords suggest contrasting performances.
The Dividend Note
Dividend notes: upgrade + an 8% dividend yield? STEM, NXT, NESF
20/06/2023: updates from Next, SThree and NextEnergy Solar Fund sound confident, but I think some risks remain.
The Dividend Note
Dividend notes: renting space - IOM, SAFE
16/06/2023: I review results from cloud services provider Iomart and self-storage operator Safestore.
The Dividend Note
Dividend notes: warnings, upgrades and a 6% yield - VCT, CRDA, BNZL, VP
15/06/2023: I review recent trading updates and results from Victrex, Croda International, VP and Bunzl.
Podcasts
Shares Podcast: Investor's Roundtable with Maynard Paton, Mark Simpson, Bruce Packard and Roland Head
We debate the attractions of Bellway (BWY), Luceco (LUCE) and Superdry (SDRY) and talk about our investing and portfolio management strategies.