Small Cap Value Report (Fri 8 Nov 2019) – Mello, IDP, GAW, CTR

Morning folks, 
Quite a few updates for us to check on the RNS today,
Before that, let me remind you once again that Mello London is coming up next week, on Tuesday and Wednesday.
Many companies which get covered in this report will be there, e.g. Crei…

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Small Cap Value Report (Fri 8 Nov 2019) – Mello

Morning folks, 
Quite a few updates for us to check on the RNS today,
Before that, let me remind you once again that Mello London is coming up next week, on Tuesday and Wednesday.
Many companies which get covered in this report will be there, e.g. Crei…

Stock Trkr
Small Cap Value Report (Fri 8 Nov 2019) – Mello, IDP, GAW

Morning folks, 
Quite a few updates for us to check on the RNS today,
Before that, let me remind you once again that Mello London is coming up next week, on Tuesday and Wednesday.
Many companies which get covered in this report will be there, e.g. Crei…

Stock Trkr
What Went Wrong at Woodford – a forensic investigation

As a direct equities investor, I’ve never taken much interest in funds, but you couldn’t avoid the Woodford Capital saga. Stockopedia HQ is in Oxford, and it was notable that Neil Woodford decided to set up shop on the ring road here. Initially raising…

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Small Cap Value Report (Thu 7 Nov 2019) – SDRY, PURP, WRKS, SYS1

Good morning, it’s Paul here. I’m making a guest appearance today, so that Graham can prepare his talks for Mello investor conference next week, in Chiswick. I’ll also be pottering around at Mello, being generally affable to passers-by, but am not doin…

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Small Cap Value Report (Thu 7 Nov 2019) –

Good morning, it’s Paul here.I’m making a guest appearance today, so that Graham can prepare his talks for Mello investor conference next week, in Chiswick. I’ll also be pottering around at Mello, being generally affable to passers-by, but am not doing…

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Mothercare and Carpetright: How to avoid the riskiest retail stocks

Britain’s retail sector has given us some decent share price performances in recent years – including the likes of Asos, Boohoo, JD Sports, WHSmith and even Bamp;M. But it’s also given us a few slow-burning failures. For those companies that have adap…

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Small Cap Value Report (Wed 6 Nov 2019) – MKS, CMA, PARK

Good morning! 
There’s a comment below, “Should we consider shorting MKS?”
My answer (subject to the usual disclaimer: no advice) is a resounding yes!
It has many of the features of an attractive short:
legacy, disrupted (not disruptive) business model…

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Small Cap Value Report (Wed 6 Nov 2019) – MKS, CMA, PARK/APP, IDP

Good morning! 
There’s a comment below, “Should we consider shorting MKS?”
My answer (subject to the usual disclaimer: no advice) is a resounding yes!
It has many of the features of an attractive short:
legacy, disrupted (not disruptive) business model…

Stock Trkr
SACEMS Optimization in Depth [PREMIUM]

The Simple Asset Class ETF Momentum Strategy (SACEMS) each month picks the one, two or three of nine asset class proxies with the highest cumulative total returns over a specified lookback interval. A subscriber proposed instead using the optimal intri…

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Stock in Focus: Severfield promises growth despite UK slowdown

One of the joys of running my screen-based Stock in Focus fund over the last 3.5 years is that it’s (mostly) forced me to set aside my prejudices and macro views. I’ve repeatedly bought stocks which the discretionary investor in me wouldn’t have bought…

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Small Cap Value Report (Tue 5 Nov 2019) – Gambling

Good morning folks,
Quite a few RNS’s that may be of interest, but I’m going to start with a quick look at the gambling sector. This follows the publication of an interim report by the All-Party Parliamentary Group on Gambling Related Harm, which whack…

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Released – the classic StockReport format is back

StockReports have always been the most popular feature on Stockopedia for good reason – they are designed to give you everything you need to make effective decisions on shares fast – in one single, easily scannable view. In our earliest releases of the…

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Small Cap Value Report (Mon 4 Nov 2019) – TM17, AUK

Good morning! It’s Graham here with the placeholder for Monday’s SCVR.
I’m writing this from a gently swaying hammock, pitched in an indoor botanical garden, in the suburban outskirts of Yokohama, Japan. I’m surrounded by some very strange-looking plan…

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Small Cap Value Report (Mon 4 Nov 2019) – TM17, AUK, ZAIM, DUKE, KGH

Good morning! It’s Graham here with the placeholder for Monday’s SCVR.
I’m writing this from a gently swaying hammock, pitched in an indoor botanical garden, in the suburban outskirts of Yokohama, Japan. I’m surrounded by some very strange-looking plan…

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Small Cap Value Report (Mon 4 Nov 2019) –

Good morning! It’s Graham here with the placeholder for Monday’s SCVR.I’m writing this from a gently swaying hammock, pitched in an indoor botanical garden, in the suburban outskirts of Yokohama, Japan. I’m surrounded by some very strange-looking plant…

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Weekly Summary of Research Findings: 10/28/19 – 11/1/19 [PREMIUM]

Below is a weekly summary of our research findings for 10/28/19 through 11/1/19. 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 receiv…

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Small Cap Value Report (Fri 1 Nov 2019) – LOOK, CAR, XSG

Good morning, it’s Paul here with Friday’s SCVR. I’m writing this from a gently swaying yacht, moored in a marina on the outskirts of Valletta, Malta, which I’ve rented for 3 days via AirBnB. It sounds very grand, but is only costing 100 Euros per day,…

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Small Cap Value Report (Fri 1 Nov 2019) – LOOK, CAR, XSG, GOAL

Good morning, it’s Paul here with Friday’s placeholder. I’m writing this from a gently swaying yacht, moored in a marina on the outskirts of Valletta, Malta, which I’ve rented for 3 days via AirBnB. It sounds very grand, but is only costing 100 Euros p…

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Jim Cramer Using the S&P Oscillator

A reader asked about the usefulness of the S&P Short-range Oscillator as sometimes used by Jim Cramer to forecast U.S. stock market returns. The self-reported “Performance” of the oscillator, relying on in-sample visual inspection with …

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SACEMS, SACEVS and Trading Calendar Updates

We have updated monthly allocations and performance data for the Simple Asset Class ETF Momentum Strategy (SACEMS) and the Simple Asset Class ETF Value Strategy (SACEVS). We have also updated performance data for the Combined Value-Momentum Strategy. W…

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Small Cap Value Report (Fri 1 Nov 2019) – placeholder

Good morning, it’s Paul here with Friday’s placeholder.I’m writing this from a gently swaying yacht, moored in a marina on the outskirts of Valletta, Malta, which I’ve rented for 3 days via AirBnB. It sounds very grand, but is only costing 100 Euros pe…

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