The Dividend Note
Cyclical conditions are tough for housebuilder Redow (LON:RDW) and asset manager Ashmore Group (LON:ASHM). I review the latest results from both companies and ask if they offer value.
The Dividend Note
In this construction-themed update I review recent statements from housebuilder Berkeley Group Holdings (LON:BKG) and Michelmersh Brick Holdings (LON:MBH).
The Dividend Note
Half-year results from Direct Line Insurance (LON:DLG) and small-cap estate agency group Belvoir (LON:BLV) reveal two very different pictures.
Portfolio
Companies in my dividend portfolio are facing a range of external pressures, but I think the underlying businesses are continuing to perform well.
The Dividend Note
Two profit upgrades and a confident outlook: I review half-year results from Bunzl, Quilter and Macfarlane.
Dividend share reviews
Shares in AIM-listed RWS Holdings (LON:RWS) have fallen by nearly 70% from their pandemic peak and now yield over 5%.
The Dividend Note
I review recent half-year results from Coca-Cola HBC, valve actuator specialist Rotork and infrastructure group Hill & Smith.
The Dividend Note
I give my view on recent results and acquisition news from BAE Systems, Admiral and Aviva.
Podcasts
Maynard Paton, Bruce Packard, Mark Simpson and myself enjoy a lively four-way debate about shares and discuss our approach to asset allocation.
The Dividend Note
I review recent results from Savills (profit warning), Persimmon, Derwent London and property lender Real Estate Credit Investments.
The Dividend Note
I consider the appeal (or not) of cyclical dividends from BP, Taylor Wimpey, Tritax Big Box REIT and Robert Walters.
Portfolio
My dividend portfolio companies produced a bumper crop of updates in July. I don't see any new problems and remain confident about the medium-term outlook, despite some niggling concerns.
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