Friday Email: 01 December 2017

Every Friday morning our lead analyst Mark Riding sends out his weekly run-down and upcoming events in the investor calendar, like this one:

The FTSE 100 has fallen around 100 points this week largely due to the strength of sterling. As we close in on the year end, the FTSE 100 is currently up 2.3% compared to the DividendMax 2017 model portfolio which is up 12.7%. (7.9% excluding dividends)

The past week saw decent dividend increases coming from Cranswick (15.3%), BCA Marketplace (18.2%), RPC (28%), and Brewin dolphin with 17.5%. Pennon maintained its sector leading position with regard to dividends with its RPI plus 4% formula.

The week ahead sees some activity after which we move into the end of year lull from a company reporting perspective. The ex-dividend picture is pretty robust next week with Debenhams leading the way from a yield perspective with 6.1%. We also have a number of other companies going ex for their final dividend including DFS (3.8%), Daily Mail & General Trust (3%), Pan African resources (2.9%), Netcall (2.5%), Britvic (2.4%) and Investec with 2%.

This email was originally sent on Friday 01 December 2017

The Friday email is delivered to over 20,000 subscriber’s every week, and remains a widely read run-down of recent events and what investors can expect in the week ahead written by our chief analyst Mark Riding.

It’s included as part of the free DividendMax trial.