Small Cap Value Report (Fri 30 Aug 2019) – SHOE, G4M

Morning folks,
Today we have a profit warning from Shoe Zone (LON:SHOE) and an update from Gear4music that is in line with expectations. We also have results from Clipper Logistics (LON:CLG)
After that, I may look at a few stories that I missed earli…

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Small Cap Value Report (Thur 29 Aug 2019) – CHH, GYM, WTG

Good morning,
We have a few new updates worth discussing today, and I’m also interested to look at yesterday’s backlog if there’s a chance.
Churchill China (LON:CHH)GYM (LON:GYM)Watchstone (LON:WTG)Brickability GroupDuke Royalty (LON:DUKE)McColl’s …

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Brexit blues and domestic bargains: looking for neglected UK stocks

It feels as though today’s markets bring more downside risk than upside. A gloomy note to start on, but it’s hard to argue against when you look at some of the facts. Depending on how you define it, we are thirteen years into a bull run. Most last for …

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Small Cap Value Report (Wed 28 Aug 2019) – TCG, AVN, IGR

Good morning!
There are quite a few things I might look at today. For completeness, here are all the RNS announcements I’ve been checking out:
Thomas Cook (LON:TCG)Avanti Communications (LON:AVN)IG Design (LON:IGR)Thalassa Holdings (LON:THAL)Fulham…

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Stock Returns Around Blockchain Investment Announcements [PREMIUM]

How does the market react when firms announce adoption of blockchain technology? In the May 2019 draft of their paper entitled “Bitcoin Speculation or Value Creation? Corporate Blockchain Investments and Stock Market Reactions”, Don Autore,…

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SMA10 vs. OFR FSI for Stock Market Timing [PREMIUM]

In response to “OFR FSI as Stock Market Return Predictor”, a subscriber suggested overlaying a 10-month simple moving average (SMA10) technical indicator on the Office of Financial Research Financial Stress Index (OFR FSI) fundamental indic…

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Weekly Summary of Research Findings: 8/19/19 – 8/23/19 [PREMIUM]

Below is a weekly summary of our research findings for 8/19/19 through 8/23/19. 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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Released – Table Exports and Print StockReports

We’ve had a super response from the community regarding the new version of the Stockopedia site.  Today we’ve released some highly requested features that were missing and a new area to keep track of the regular improvements we’re shipping on a regular…

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SACEVS Applied to Mutual Funds [PREMIUM]

“Simple Asset Class ETF Value Strategy” (SACEVS) finds that investors may be able to exploit relative valuation of the term risk premium, the credit (default) risk premium and the equity risk premium via exchange-traded funds (ETF). However…

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SIF Portfolio: Should I put on a show with Avesco?

Small cap audio visual presentation group Avesco has risen by nearly 150% over the last year. It might have made an appearance in the SIF portfolio before now, were it not for the group’s small size.
However, the shares have surged higher since 1 Septe…

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How to build a systematic portfolio with Stockopedia amp;acirc;

Tips for managing a systematic portfolio 
This is the fifth and final article in our series looking at how you can build a systematic portfolio of shares by using the tools available at Stockopedia. In the first four articles we explored the steps that…

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Contents of Investment Advisor Portfolios [PREMIUM]

What should investors expect to see in a typical investment advisor’s model portfolio? In their July 2019 paper entitled “Factors and Advisors Portfolios”, Brian Lawler, Andrew Ang, Brett Mossman and Patrick Nolan examine patterns and…

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Small Cap Value Report (11 Jan 2016) – BRY, PHD, BOTB, GVC, ALY

Good morning!China fell again overnight, but the US futures seem to be firming up, at least for now anyway. Doing a lot of reading over the weekend, it seems to me that the US markets are pricing-in a soft patch in the US economy, and possible spillove…

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SIF Portfolio: Has breaking the rules cost me 24%?

My decision last week to venture into the Russian stock market triggered quite a lot of debate. You can check out that article here if you missed it.It’s too early to say how things will turn out with last week’s stock, RusHydro. But what I can tell yo…

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Horizonte Minerals: Standing on the Shoulders of Giants!

In December 2009 we invited our readers to picture the scene of Jeremy Martin, Chief Executive of Horizonte Minerals (LON:HZM) who, after successful development of the Horizonte business, had yet to see all his work and effort properly reflect in the …

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Markets amp; Investing: Triumph of the Pessimists

Bad Stuff Happens
Given that markets are pursuing their favourite pastime of bouncing up and down like a manic depressive doing the Hokie Cokie on a Space Hopper, investors might be forgiven for wondering what they should do next. Fortunately the world…

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My secret investment plan for surviving and thriving after Brexit

So far I have managed to stay completely silent on the topic of Brexit, at least on this blog. However, I have been asked many times if I have a secret investment plan for surviving and even thriving in the event that the UK voted to leave the EU.Since…

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Empresaria: Poised for growth

Empresaria is a specialist recruitment company that’s positioned for bottom-line growth, after many painful years of restructuring, and this opportunity is yet to be recognised by the market.IntroductionEmpresaria was founded in 1996, by Miles Hunt and…

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Small Cap Value Report (13 Jan 2015) – MCLS, ESS, SNTY, NPT

Good morning!McColl’s Retail (LON:MCLS)Share price: 181pNo. shares: 104.7mMarket Cap: £189.5mTrading update – this convenience store group updates for the six weeks to 11 Jan 2015. It describes trade as “resilient”, but LFL sales were actually down, a…

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