Small Cap Value Report (Mon 24 Dec 2018) – Bear markets, GAMF, GRC

Good morning folks,
Shares are likely to be low on the list of priorities today for most, and the exchange closes early. For whatever it’s worth, we’ll be keeping an eye out for interesting company announcements.
All the best 
Graham

The NASDAQ is in …

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Is CAPE Optimal for Market Valuation, and Useful? [PREMIUM]

Does Cyclically-Adjusted Price-to-Earnings ratio (CAPE, or P/E10) usefully predict stock portfolio returns? In their October 2017 paper entitled “The Many Colours of CAPE”, Farouk Jivraj and Robert Shiller examine validity and usefulness of…

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I Read The News Today Oh Boy! 4-Jan-2019

Morning all!
Johnson Service ( £JSG ) – 116p – £426m – PER 11.7

Trading Update For The 6 Months To End December 2018 – Expect FY to be in-line with market expectations.

I have fair value here of lt;100p so it’s not of interest to me at this price…

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New Year ‘Naps’ – Top 10 Stocks for 2015

When I first started subscribing to stock market tip sheets in the 1990’s, the concept of “New Year Naps” popped onto my radar. Many tip sheets would choose a handful of favoured stocks (naps) for the year in a special section of their January edition….

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Small Cap Value Report (Wed 2 Jan 2019) – SPSY, URU, CTEA

Happy new year!
News is very thin today, so I’m struggling to come up with ideas to discuss in today’s report. I’m also learning to type “2019” in all of the places where I used to type “2018”.
Several readers have requested a look at Spectra Systems …

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