Vox Markets Hot Stocks Live with Paul Hill (01/03/24)
Paul Hill and I talk about UK shares on our radar and field live questions from listeners! Lots of interesting stocks covered in this discussion.
Feb '24 portfolio update: steady progress | special dividend | problems
Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.
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.
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 - 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.
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 - 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 - 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.
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.
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.
