Preliminary SACEMS and SACEVS Allocation Updates

The home page, Simple Asset Class ETF Momentum Strategy (SACEMS) and Simple Asset Class ETF Value Strategy (SACEVS) now show preliminary positions for November 2019. For SACEMS, the top three positions are unlikely to change by the close, but their ord…

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Can SDI Group become the next High Flying compounder?

Last week’s look into Judges Scientific led some to ask how to identify similar companies. Scientific Digital Imaging (LON:SDI) shares some striking similarities – but does it match up to Judges’ stellar Quality attributes? On the face of it, SDI Group…

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Small Cap Value Report (Thu 31 Oct 2019) – CPR, FOXT, PHD

Good morning, it’s Paul here. This report is earlier amp; shorter than Mon-Wed reports. That’s because I’m flying out to Malta at lunchtime, for a cheap, end of season break. Am taking my laptop with me, so I’ll write Friday’s report as usual, just fro…

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StockSlam @ Mello – 12th November – Registration Now Open

After a break for the summer, the next StockSlam is going to be on Tuesday 12th November at Mello London in Chiswick. It’s free to attend and will last from 6:45pm until about 8:30pm. Registration for the event is now open and you can reserve your plac…

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Small Cap Value Report (Thu 31 Oct 2019) – CPR, FOXT,

Good morning, it’s Paul here. Thursday’s report will be earlier amp; shorter than Mon-Wed reports. That’s because I’m flying out to Malta at lunchtime, for a cheap, end of season break. Am taking my laptop with me, so I’ll write Friday’s report as usua…

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Small Cap Value Report (Thu 31 Oct 2019) – placeholder

Good morning, it’s Paul here. Thursday’s report will be earlier amp; shorter than Mon-Wed reports. That’s because I’m flying out to Malta at lunchtime, for a cheap, end of season break. Am taking my laptop with me, so I’ll write Friday’s report as usua…

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Hunting for growth shares at knockdown prices

In the 18 months after the EU referendum in mid-2016, growth shares were some of the stock market’s biggest winners. Strategies that zero in on small and mid-cap stocks with fast growing earnings did well. Strategies that chase factors like ‘value’ and…

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Small Cap Value Report (Wed 30 Oct 2019) – placeholder

Good morning, it’s Paul here, with the placeholder for Weds.I’m writing these articles in the new Stockopedia site now, so am learning how to format the pictures so that they work in both old amp; new sites. That went a bit wrong yesterday, as some pic…

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Small Cap Value Report (Tue 29 Oct 2019) – BMY, ECK, FRAN, DODS, KOOV

Good morning, it’s Paul here. Monday’s complete report is here. It’s a quiet day for news – please see the header for the shares I’ll be covering today. Estimated time of completion – should be done by 1pm or earlier. Scrub that, I’m running late, as I…

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SIF October review: Tesco boss bids farewell. Should I follow?

The clocks have gone back and the countdown to Christmas – a key season for UK retailers – has started. The SIF folio’s exposure to retail is through two businesses, Tesco and Bloomsbury Publishing.
Both positions are showing a profit, but it’s Tesco t…

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Weekly Summary of Research Findings: 10/21/19 – 10/25/19 [PREMIUM]

Below is a weekly summary of our research findings for 10/21/19 through 10/25/19. 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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Judges Scientific: the Berkshire Hathaway of AIM?

Judges Scientific (LON:JDG) is the owner of an expanding empire of scientific instrument companies. By its own admission, the group is ‘obsessed’ with creating shareholder value. You might think this is how all listed companies operate but the truth is…

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Small Cap Value Report (Fri 25 Oct 2019) – BEG, CCR, VNET, GOCO, G4M

Good morning!
Company news is dead today so let’s circle back and look at a few miscellanous things from earlier in the week.
Begbies Traynor (LON:BEG) (today’s news)Camp;C (LON:CCR)Vianet (LON:VNET)Goco (LON:GOCO)G4MDNEGTimings – complete c. 4pm.

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Small Cap Value Report (Fri 25 Oct 2019) – BEG, CCR, VNET, GOCO

Good morning!
Company news is dead today so let’s circle back and look at a few miscellanous things from earlier in the week.
In the end, I covered:
Begbies Traynor (LON:BEG) (today’s news)Camp;C (LON:CCR)Vianet (LON:VNET)Goco (LON:GOCO)Begbies Tra…

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Small Cap Value Report (Fri 25 Oct 2019) – BEG

Good morning!Company news is dead today so let’s circle back and look at a few miscellanous things from earlier in the week.Begbies Traynor (LON:BEG) (today’s news)CC (LON:CCR)Vianet (LON:VNET)Goco (LON:GOCO)G4MDNEG

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Small Cap Value Report (Fri 25 Oct 2019) – BEG, CCR

Good morning!
Company news is dead today so let’s circle back and look at a few miscellanous things from earlier in the week.
Begbies Traynor (LON:BEG) (today’s news)Camp;C (LON:CCR)Vianet (LON:VNET)Goco (LON:GOCO)G4MDNEGTimings – complete c. 3pm.B…

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Small Cap Value Report (Fri 25 Oct 2019) – BEG, CCR, VNET

Good morning!
Company news is dead today so let’s circle back and look at a few miscellanous things from earlier in the week.
Begbies Traynor (LON:BEG) (today’s news)Camp;C (LON:CCR)Vianet (LON:VNET)Goco (LON:GOCO)G4MDNEGTimings – complete c. 4pm.

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ETFs No Better Than Mutual Funds? [PREMIUM]

Is the conventional wisdom that exchange-traded funds (ETF) are efficient, low-cost alternatives to mutual funds correct? In their September 2019 paper entitled “The Performance of Exchange-Traded Funds”, David Blitz and Milan Vidojevic eva…

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Small Cap Value Report (Thur 24 Oct 2019) – TSLA

Good morning,I was up last night to catch the results from Tesla ($TSLA) – what great relief that I didn’t have a position in it!This morning, I think I’ll say a few words about that before moving on to discuss:PCF (LON:PCF)Distil (LON:DIS)Solid Stat…

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Small Cap Value Report (Thur 24 Oct 2019) – TSLA, PCF

Good morning,
I was up last night to catch the results from Tesla ($TSLA) – what great relief that I didn’t have a position in it!
This morning, I think I’ll say a few words about that before moving on to discuss:
PCF (LON:PCF)Distil (LON:DIS)Solid S…

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Small Cap Value Report (Thur 24 Oct 2019) – TSLA, PCF, DIS

Good morning,
I was up last night to catch the results from Tesla ($TSLA) – what great relief that I didn’t have a position in it!
This morning, I think I’ll say a few words about that before moving on to discuss:
PCF (LON:PCF)Distil (LON:DIS)Solid S…

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