The Dividend Note
Dividend notes: a fair price for quality? DPLM, BBOX
I review the latest updates from FTSE 250 industrial group Diploma and warehouse specialist Tritax Big Box REIT.
Dividend share reviews
Is Spirent Communications a quality compounder?
FTSE 250 electronics group Spirent Communications (LON:SPT) has high margins and lots of cash. But is it a true quality stock?
The Dividend Note
Dividend notes: underrated quality/full price - MACF, RECI, BEZ
I review the latest updates from packaging group Macfarlane, property lender RECI, and insurer Beazley.
The Dividend Note
Dividend notes: big spenders - AAF, GRI (11/05/23)
I review the latest results from FTSE 100 mobile operator Airtel Africa and FTSE 250 build-to-rent landlord Grainger.
The Dividend Note
Dividend notes: no recession here - CREI, CPG, HAT (10/05/23)
I review the latest updates from UK dividend shares Custodian REIT, Compass Group and H&T Group.
The Dividend Note
Dividend notes: warnings and uncertainty - VCT, DLG, MSLH (09/05/23)
I review the latest updates from UK dividend shares Victrex, Direct Line Insurance and Marshalls.
The Dividend Note
Dividend notes: super returns - DOM, NXT (05/05/23)
I review the latest updates from UK dividend shares Domino's Pizza and Next.
The Dividend Note
Dividend notes: classy contenders despite uncertainty - DLN, MGNS, SPT (04/05/23)
I review the latest updates from UK dividend shares Derwent London, Morgan Sindall and Spirent Communications.
The Dividend Note
Dividend notes: cash producers - BP, BDEV, LLOY (03/05/23)
I review the latest updates from UK dividend shares BP, Lloyds and Barratt Developments.
Podcasts
Shares Podcast: James Halstead with Maynard Paton & Roland Head
Four decades of dividend growth, no debt and remarkable family management. Maynard Paton and I discuss the attractions (and risks) of AIM-listed floor covering specialist James Halstead (LON:JHD).
Portfolio
Apr' 23 dividend portfolio update: expanding coverage
I review April's results from dividend shares in my model portfolio.
The Dividend Note
Dividend notes (28/04/23): peak profits? NWG, MGAM
I review the latest results from UK dividend shares NatWest and Morgan Advanced Materials.