Roland Head

The Dividend Note

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.

Podcasts

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.

The Dividend Note

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.

Dividend share reviews

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?

The Dividend Note

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.

The Dividend Note

The Dividend Note - good operators? AZN, RECI, RSW (09/02/24)

I drill down into this week's results from AstraZeneca, Renishaw and specialist lender Real Estate Credit Investments.

Podcasts

Investor's Round Table: SUP, HAT, BOOT, AIEA + analysing company accounts

Graham Neary, Mark Simpson and I talk vaping and UK shares, and discuss how we analyse company accounts.

Portfolio

Jan '24 dividend portfolio update: (mostly) good news

Eight of the companies in my dividend portfolio issued updates in January. I review all of these, plus a ninth company that's causing concern.

The Dividend Note

The Dividend Note - decades of dividends - GSK, NWF, WYN, JHD (02/02/24)

I take a look at the latest updates from four companies with at least 20 years of consecutive dividend payouts - GSK, NWF, Wynnstay and James Halstead.

The Dividend Note

The Dividend Note - quality small-cap dividends? BOOT, FNX, PGH (26/01/24)

Hunting for good dividend shares among small caps. I review this week's updates from Henry Boot, Fonix Mobile and Personal Group.

The Dividend Note

The Dividend Note - what price for quality? EXPN, SPT, DPLM, AJB, IHP, CWK (19/01/24)

I review this week's updates from Experian, Spirent Communications, Diploma, AJ Bell, IntegraFin and Cranswick.

The Dividend Note

The Dividend Note - three market leaders - GAW, TSCO, SVS (13/01/24)

I review last week's updates from Tesco, Savills and Games Workshop, and outline plans for a new publishing schedule in 2024.