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.
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
Jan
13
The Dividend Note - three market leaders - GAW, TSCO, SVS (13/01/24)

The Dividend Note - three market leaders - GAW, TSCO, SVS (13/01/24)

I review last week's updates from Tesco, Savills and Games Workshop, and outline plans for a new publishing schedule in 2024.
11 min read
Dec
14
Dividend notes: investment platforms get cash boost - AJB, IHP (14/12/23)

Dividend notes: investment platforms get cash boost - AJB, IHP (14/12/23)

I review recent results from FTSE 250 investment platforms AJ Bell and IntegraFin Holdings.
9 min read
Dec
13
Dividend notes: quality in specialist niches - PAG, RNWH (13/12/23)

Dividend notes: quality in specialist niches - PAG, RNWH (13/12/23)

I review recent results from specialist infrastructure group Renew Holdings and buy-to-let mortgage lender Paragon Banking.
8 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