Latest

Dec
02
Nov '23 dividend portfolio update: risks and opportunities

Nov '23 dividend portfolio update: risks and opportunities

Results from my dividend portfolio in November included FTSE 100 firm that issued a profit warning and another whose share price reached a new all-time high.
21 min read
Nov
24
Dividend notes: quality choices? BVIC, DPLM, CWK (24/11/23)

Dividend notes: quality choices? BVIC, DPLM, CWK (24/11/23)

I review recent results from three mid-cap dividend shares with strong track records - Britvic, Diploma, and Cranswick.
9 min read
Nov
18
Is Macfarlane a good dividend share?

Is Macfarlane a good dividend share?

I run small-cap packaging specialist Macfarlane Group (LON:MACF) through my dividend screen to see if it makes the grade as a potential portfolio stock.
11 min read
Nov
16
Dividend notes: 12% yield from this unloved financial? AV, LIO, CSN (16/11/23)

Dividend notes: 12% yield from this unloved financial? AV, LIO, CSN (16/11/23)

I review the latest updates from unloved high yielders, Aviva, Chesnara and Liontrust Asset Management. Are these big payouts safe?
7 min read
Nov
15
Dividend notes:  quality growth + beating expectations - EXPN, GEN, CGS (15/11/23)

Dividend notes: quality growth + beating expectations - EXPN, GEN, CGS (15/11/23)

I review updates from dividend shares Experian, Castings and Genuit and find (mostly) good news.
9 min read
Nov
14
Dividend notes: profit upgrades x3 - HILS, AZN, BME (14/11/23)

Dividend notes: profit upgrades x3 - HILS, AZN, BME (14/11/23)

I take a look at AstraZeneca, B&M and Hill & Smith; all three companies have upgraded their profit guidance over the last week.
8 min read
Nov
10
Dividend notes: contrasting fortunes - DGE, RDW, TW (10/11/23)

Dividend notes: contrasting fortunes - DGE, RDW, TW (10/11/23)

My thoughts on this week's market-moving trading updates from Diageo, Redrow and Taylor Wimpey.
6 min read
Nov
08
Dividend notes: turnaround + stock overhang - MKS, RS1 (08/11/2023)

Dividend notes: turnaround + stock overhang - MKS, RS1 (08/11/2023)

Half-year results from Marks and Spencer and RS Group provide a sharp contrast in performance.
8 min read
Nov
04
October '23 dividend portfolio update: value on offer?

October '23 dividend portfolio update: value on offer?

October's results from my portfolio companies didn't flag up any new problems. I think there's plenty of value in UK dividend shares right now.
20 min read
Nov
01
Dividend notes: big cap roundup  - BP, GSK, NXT (01/11/23)

Dividend notes: big cap roundup - BP, GSK, NXT (01/11/23)

I review third-quarter updates from FTSE 100 dividend shares BP, GSK and Next.
7 min read