Dividend notes: quality dividends for my watch list - RSW, CHH (20/09/23)
I review recent results from engineer Renishaw (LON:RSW) and tableware manufacturer Churchill China (LON:CHH) and find plenty to like.
Dividend notes: buying £1 for 70p? BOOT (19/09/23)
I review interim results from small-cap property group Henry Boot (LON:BOOT). With the shares trading at a discount to NAV, is this a buying opportunity?
Dividend notes: FTSE 250 shares that are too cheap? RDW, ASHM (14/09/23)
Cyclical conditions are tough for housebuilder Redow (LON:RDW) and asset manager Ashmore Group (LON:ASHM). I review the latest results from both companies and ask if they offer value.
Dividend notes: safe as houses? BKG, MBH (12/09/23)
In this construction-themed update I review recent statements from housebuilder Berkeley Group Holdings (LON:BKG) and Michelmersh Brick Holdings (LON:MBH).
Dividend notes: back on the road? DLG, BLV (07/09/23)
Half-year results from Direct Line Insurance (LON:DLG) and small-cap estate agency group Belvoir (LON:BLV) reveal two very different pictures.
Dividend notes: sleeper stocks? BNZL, MACF, QLT (30/08/23)
Two profit upgrades and a confident outlook: I review half-year results from Bunzl, Quilter and Macfarlane.
Dividend notes: in a sweet spot - CCH, ROR, HILS (18/08/23)
I review recent half-year results from Coca-Cola HBC, valve actuator specialist Rotork and infrastructure group Hill & Smith.
Dividend notes: do these FTSE 100 shares offer value? ADM, AV, BA (17/08/23)
I give my view on recent results and acquisition news from BAE Systems, Admiral and Aviva.
Dividend notes: property special - SVS, PSN, DLN, RECI (10/08/23)
I review recent results from Savills (profit warning), Persimmon, Derwent London and property lender Real Estate Credit Investments.
Dividend notes: cyclical opportunities? BBOX, BP, RWA, TW (08/08/23)
I consider the appeal (or not) of cyclical dividends from BP, Taylor Wimpey, Tritax Big Box REIT and Robert Walters.
