Portfolio shares: Cash-rich balance sheet and growth ambitions could support big gains
This AIM-listed small cap boasts a hefty cash pile, 20-year dividend history and double-digit profit margins. Growth has been lacking in recent years but the new CEO has a clear strategy to expand the business.
Portfolio shares: A founder-led AIM dividend stock
This AIM stock is offers remarkable profitability and owner management. Questions marks remain over future growth, but I'm happy to keep holding.
Portfolio shares: can small caps be great dividend stocks?
This small-cap technology firm is exposed to structural growth trends in several sectors. I can see some company-specific risks, but this AIM stock also shows many of the dividend quality characteristics I'm looking for.
Portfolio shares: Is Legal & General's 7% dividend yield too cheap to ignore?
Why are Legal & General shares so unloved by investors? I've been taking a look at this stock's 7% dividend yield and financial quality metrics. In my view, there's a lot to like.
Portfolio shares: adding US exposure to the portfolio
This UK share offers attractive exposure to the US market, with international growth opportunities on the side.
Portfolio shares: Why I'm buying Homeserve
Roland explains why he's decided to add Homeserve shares to his quality dividend model portfolio.
Portfolio shares: Direct Line's 9% yield looks safe to me
FTSE 250 insurer Direct Line Insurance (LON:DLG) boasts a forecast dividend yield of 9%. I explain why the stock is a member of my model portfolio.
Portfolio shares: I'm selling Central Asia Metals
I've decided to sell Kazakhstan-focused copper producer Central Asia Metals (LON: CAML). In this piece I explain why and outline how I plan to get my dividend system back on track.
Portfolio shares: Polymetal International - why I was wrong and what I'm doing now
Russian gold miner Polymetal International was one of the top fallers on the London market on Thursday. Roland explains why he came to own the shares and what he's going to do next.
Portfolio shares: Is Imperial Brands a classic high-yield buy?
Imperial Brands is starting to look like a turnaround that's coming good, suggests Roland Head. He explains why the stock's high yield credentials have earned it a place in his quality dividend model portfolio.
