The Dividend Note

My thoughts on recent UK dividend share news and company results. To search for past coverage of a company, type its ticker code into the search box at the top of the page.
Mar
22
The Dividend Note - what are the risks? NXT, MIDW, PGH, MPE (22/03/24)

The Dividend Note - what are the risks? NXT, MIDW, PGH, MPE (22/03/24)

I review the latest numbers from UK dividend shares that each carry quite different risks - Next, Midwich, Personal Group, and MP Evans.
13 min read
Mar
15
The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)

The Dividend Note - 40-bagger | 8% yields | 2017 IPOs | TIFS, ALFA, FOUR , FSFL, SUPR (15/03/24)

I review results from five stocks that are relatively new to me - Alfa Financial, TI Fluid Systems, 4imprint, Foresight Solar and Supermarket Income REIT.
16 min read
Mar
08
The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)

The Dividend Note - unloved value opportunities? - SPT, RWA, INCH, NICL (08/03/24)

I review recent results from Robert Walters, Inchcape and Nichols and ask whether they offer value. Plus Spirent Communications.
12 min read
Mar
01
The Dividend Note - 30+ years of dividend growth - CRDA, BNZL, SXS, MACF (01/03/24)

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.
13 min read
Feb
23
The Dividend Note - buybacks vs dividends + MONY, WIL (23/02/24)

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.
11 min read
Feb
16
The Dividend Note - defensive quality - CCH, REL (16/02/24)

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.
8 min read
Feb
09
The Dividend Note - good operators? AZN, RECI, RSW (09/02/24)

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.
13 min read
Feb
02
The Dividend Note - decades of dividends - GSK, NWF, WYN, JHD (02/02/24)

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.
14 min read
Jan
26
The Dividend Note - quality small-cap dividends? BOOT, FNX, PGH (26/01/24)

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

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.
11 min read