Released – Director dealings data and a multimedia Learn centre

This past sprint has seen the addition of Director Dealings to StockReports. It’s the first half of a push for greater coverage of company management and major shareholders. The work we’re doing now should allow you to form a better picture of what the…

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Small Cap Value Report (Mon 18 Nov 2019) – HAT

Good morning!Today, I’m provisionally looking at:H T (LON:HAT) – FCA review of unsecured lending businessIQE (LON:IQE) – trading updateChamberlin (LON:CMH) – interim resultsMirada (LON:MIRA) – interim resultsLightwaverf (LON:LWRF) – strategic review

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Small Cap Value Report (Mon 18 Nov 2019) – HAT, IQE, CMH, MIRA, LWRF

Good morning!
Today, I’m provisionally looking at:
H amp; T (LON:HAT) – FCA review of unsecured lending businessIQE (LON:IQE) – trading updateChamberlin (LON:CMH) – interim resultsMirada (LON:MIRA) – interim resultsLightwaverf (LON:LWRF) – strateg…

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Weekly Summary of Research Findings: 11/11/19 – 11/15/19 [PREMIUM]

Below is a weekly summary of our research findings for 11/11/19 through 11/15/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To recei…

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Including Basis to Qualify Multi-class Intrinsic Momentum [PREMIUM]

Does including a measure of asset valuation as a qualifier improve the performance of intrinsic (absolute or time series) momentum? In their October 2019 paper entitled “Carry and Time-Series Momentum: A Match Made in Heaven”, Marat Molybog…

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Small Cap Value Report (Fri 15 Nov 2019) – VLTY, HYNS, CPR, DNEG, KIE

Good morning, it’s Paul here.
Apologies for yesterday’s outage, I’m back on the case today.

Veltyco (LON:VLTY) – is only a £3m market cap. An announcement this morning makes it clear that the company is on the brink of going bust.
Without fresh fundi…

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Small Cap Value Report (Thur 14 Nov 2019) – Mello, CARD

Good evening!
It’s Graham here, on the night shift.
Paul and I had a rather fun evening last night, with Ed and many of our investing friends. I must echo Ed’s congratulations to David Stredder for another terrific event, filled with interesting talks …

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Small Cap Value Report (Thur 14 Nov 2019) – Mello, CARD, PMP

Good evening!
It’s Graham here, on the night shift.
Paul and I had a rather fun evening last night, with Ed and many of our investing friends. I must echo Ed’s congratulations to David Stredder for another terrific event, filled with interesting talks …

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Small Cap Value Report (Thur 14 Nov 2019) – Mello, CARD, PMP, NXR

Good evening!
It’s Graham here, on the night shift.
Paul and I had a rather fun evening last night, with Ed and many of our investing friends. I must echo Ed’s congratulations to David Stredder for another terrific event, filled with interesting talks …

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Small Cap Value Report (Thur 14 Nov 2019) – Mello, CARD, PMP, NXR, NAR

Good evening!
It’s Graham here, on the night shift.
Paul and I had a rather fun evening last night, with Ed and many of our investing friends. I must echo Ed’s congratulations to David Stredder for another terrific event, filled with interesting talks …

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Small Cap Value Report (Thu 14 Nov 2019) – Mello

I’m going to publish this as Thursday’s SCVR placeholder. I was with Paul amp; Graham until rather late last night at the Mello London investor event in Chiswick and I’ve a feeling they might be nursing some sore heads this morning. I genuinely can’t …

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Open-ended funds – where is your money really going?

A reputation takes a lifetime to build and a second to destroy. Over the past two years, watching the Woodford Equity Income Fund (WEIF) go from more than £10bn of assets under management to less than £3bn has been like seeing a mountain turn to rubble…

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A quality checklist for investing in AIM shares

UK equity markets fell sharply last autumn, and while the main indices have clawed their way back, the Alternative Investment Market (AIM) has noticeably struggled to recover. After more than a year, the growth-focused smaller-cap index is still down a…

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Overview and Mitigation of Financial Biases [PREMIUM]

What are ways to mitigate biases that interfere with rational investment decision-making? In their September 2019 paper entitled “The Psychology of Financial Professionals and Their Clients”, Kent Baker, Greg Filbeck and Victor Ricciardi de…

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Small Cap Value Report (Wed 13 Nov 2019) –

Good morning, it’s Paul here.
Estimated time of completion – about 3pm.It was great to chat to many subscribers at yesterday’s Mello Investor Show. I’m walking wounded today, so probably won’t be going back for seconds today.accesso Technology (LON:AC…

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Small Cap Value Report (Wed 13 Nov 2019) – ACSO, IDEA

Good morning, it’s Paul here.
Estimated time of completion – about 3pm.  Update at 14:28 – I can’t find anything interesting to write about, and want to give some support to Ed amp; the Stockopedia team on the their stand at Mello, so will sign off ear…

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Stock in Focus: Is Anexo Group the next Burford Capital?

Unfortunately I’m not able to make it to Mello this week, but I did attend the Mello event in May. One of the more intriguing presentations I saw was from credit hire and legal services firm Anexo Group (LON: ANX).
This AIM-listed firm only floated in …

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“Buy These Stocks for 2019” Forward Test

When media recommend stocks, should investors pay attention? To check, we look at performance of stock recommendations for 2019 from December 2018 articles in several publications. Specifically, we test: 10 buy recommendations from InvestorPlace publis…

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Small Cap Value Report (Tue 12 Nov 2019) – IFRS 16, OTMP, G4M

Good morning!
It’s Graham here with the Mello edition of the SCVR. I will be presenting this report on stage at 11.30.
Wish me luck,
Graham
Companies on the radar:
Onthemarket (LON:OTMP)Leeds (LON:LDSG)Gear4MusicAdEPT Technology (LON:ADT)
Also, I’m…

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Trading U.S. Stocks on Core Earnings [PREMIUM]

Does careful accounting for transitory expenses in SEC Form 10-Ks provide a better view of future firm/stock performance than that provided by Generally Accepted Accounting Practices (GAAP) earnings per share (EPS)? In their October 2019 paper entitled…

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Small Cap Value Report (Mon 11 Nov 2019) – placeholder, Mello

Hi, it’s Paul here.Here is Monday’s placeholder for your 7am-onwards comments on the day’s news. I’m putting this placeholder up early, so that I don’t forget later. There’s a heightened risk of me forgetting, due to travelling back from Gozo to the UK…

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Combine Market Trend and Economic Trend Signals?

A subscriber requested review of an analysis concluding that combining economic trend and market trend signals enhances market timing performance. Specifically, per the example in the referenced analysis, we look at combining: The 10-month simple movin…

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Weekly Summary of Research Findings: 11/4/19 – 11/8/19 [PREMIUM]

Below is a weekly summary of our research findings for 11/4/19 through 11/8/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive…

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