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.
The Dividend Note
I find potential signs of value among half-year results from British American Tobacco, AstraZeneca and Spirent Communications.
The Dividend Note
I review the latest updates from Shell, B&M European Value Retail and RS Group and follow up concerns I've previously flagged up.
The Dividend Note
I review half-year results from Lloyds and GSK and consider today's more downbeat commentary from IT group FDM.
The Dividend Note
I look at the latest results from Croda International, Howden Joinery and AJ Bell. These businesses all have a track record of super profitability but are facing weaker market conditions. I'm hunting for potential buying opportunities.
Dividend share reviews
Shell (LON:SHEL) is one of the most popular FTSE 100 dividend shares. How does this energy giant score in my screening system?
The Dividend Note
My founder theme continues with a look at a potentially revealing update from Hargreaves Lansdown and solid results from defence small-cap Cohort.
The Dividend Note
In today's founder-themed notes, I look at updates from investment platform IntegraFin and electrical parts supplier Luceco. I also consider impressive half-year results from private bank Arbuthnot -- is this owner-managed business a potential dividend sleeper?
The Dividend Note
In these notes I review the latest updates from small-cap T Clarke and FTSE 250 firms Diploma and Spirent Communications.
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