Dividend share reviews
New stock #1: a respected specialist with a 7% dividend yield
I discuss the attractions and risks of a high-yielding small cap I've decided to buy for my dividend portfolio.
Roland Head
Portfolio
Sept '24 dividend portfolio update: a mixed bag of results + 2 new stocks
I review results from my portfolio companies in September and discuss two new dividend shares I'm adding to the portfolio - and the stocks I've decided to sell to make space for them.
Portfolio
Aug '24 dividend portfolio update: quality, value & the possible benefits of age
In my monthly review, I look at August results from four of the companies in my quality dividend portfolio, including a 9% yielder and an AIM small cap with a sizeable cash balance.
Dividend share reviews
Is multibagger RS Group a quality dividend buy?
After falling nearly 40% from their 2022 highs, are RS Group (LON:RS1) shares priced to buy? I consider the attractions of this distribution specialist, which has paid a dividend for at least 35 years.
Portfolio
Jul '24 dividend portfolio update: will new brooms sweep clean?
I review results from three of the UK dividend stocks in my quality income portfolio. Two appear to be performing well, while one is facing challenges that look serious but surmountable, to me.
Podcasts
The Exchange on Vox Markets with Paul Hill (19/07/24)
Paul Hill and I talk about UK shares of interest and field live questions from listeners! Including #BRBY #SQZ #JHD #PAGE #TPFG #PAY #MBH #RWS #RS1 #ECEL #SOM #BATS #TRIG #CLIG
Portfolio
Jun '24 dividend portfolio update: two very different stories
I review results issued by two of my dividend portfolio shares in June. While one is approaching a cyclical slowdown from a position of strength, I think the second may be facing greater challenges.
Portfolio
H1 2024 quality dividend portfolio review: cash income up 22%
Dividend income from my model portfolio continued to rise in Q2 and is on track for full-year growth. However, capital gains lagged the FTSE 100, leaving room for improvement.
Dividend share reviews
New stock: a new family firm to (hopefully) improve the sleep-easy score of my portfolio
This 100-year-old business boasts enviable profitability and an impressive dividend track record. I hope it will provide me with more peace of mind than the stock I'm selling.
The Dividend Note
The Dividend Note - accomplished retailers + a mystifying problem - SMWH, GHH, BME (07/06/24)
I review updates from FTSE 350 dividend shares WH Smith and B&M, plus struggling AIM engineer Gooch & Housego. Do any of them offer opportunities for my income portfolio?
Portfolio
May '24 dividend portfolio update: consumer demand remains uncertain
The dividend stocks in my model portfolio produced five sets of results in May, including four from FTSE 100 companies.
The Dividend Note
The Dividend Note - impressive profitability - PETS, IPX (31/05/24)
This week I've reviewed the latest results from Impax Asset Management and Pets at Home - two distinctive UK dividend shares.