Blinkx, and You May Miss the Rebound!

Okay, since I managed to stir up a little controversy with my look at debt management company Fairpoint (LON:FRP) last time around, I thought I would stick with this theme and look at another controversial company, this time Blinkx (LON:BLNX).What Do…

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Small Cap Value Report (Wed 21 Aug 2019) – COST, HSW, BRY, GMS, HSTN

Morning everyone, Ben here. Just stepping in to get today’s SCVR rolling… bring on the comments and anything else that’s on your mind this morning. Roland has joined in further down the report to help out, too.
(The last time I tried this, it did eve…

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Small Cap Value Report (Wed 21 Aug 2019) – COST

Morning everyone, Ben here. Just stepping in to get today’s SCVR rolling… bring on the comments and anything else that’s on your mind this morning.
(The last time I tried this, it did eventually crossover with Paul so forgive me if it’s a bit of a bu…

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Small Cap Value Report (9 Mar 2015) – TUNG, MAI, TRT, ESCH, CKN

Good evening. My apologies for today’s report being so late. As I mentioned on Twitter, this was due to breakfast having an adverse effect on me.We don’t want any gaps in the series, so I’ll belatedly have a run through today’s results amp; trading upd…

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Small Cap Value Report (Wed 21 Aug 2019) –

Morning everyone, Ben here. Just stepping in to get today’s SCVR rolling… bring on the comments and anything else that’s on your mind this morning.(The last time I tried this, it did eventually crossover with Paul so forgive me if it’s a bit of a bum…

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IG Group: Is its share price still cheap even after recent gains?

IG Group is a world leader in online foreign exchange (forex)
trading, spread betting and CFDs (contracts for difference) and it’s a
stock I’ve owned for about two years.I bought into the company at 603p in 2014 and since then the shares
have risen …

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Fresnillo – Rumour has it…

Businesses able to perform in the current climate of economic vulnerability will attract admirers and offers.  Mexican focussed mining giant Fresnillo (LON:FRES) is producing more gold than anticipated, has cost cutting initiatives in place at its pro…

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S&P 500 Volatility Indexes as an Asset Class [PREMIUM]

Should investors consider allocations to products that track equity volatility indexes? In her July 2019 paper entitled “Challenges of Indexation in S&P 500 Index Volatility Investment Strategies”, Margaret Sundberg examines whether beh…

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Stock in Focus: My (no) selling strategy + international SIF update

The FTSE 100 is showing signs of life, but the big cap index is still about 7% (500 points) lower than it was three weeks ago. Judging from my Twitter feed, many investors have sold into this market wobble. Some are hoping for bargains, while others ar…

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Small Cap Value Report (Tue 20 Aug 2019) – AVN, MYSL, TRCS, TRB

Good morning, it’s Paul here.
Estimated completion time – today’s report has to be finished by lunchtime, as I’m off into London for a meeting in the afternoon.

Market hours
The Telegraph reports that consultations have recently started, to consider s…

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Small Cap Value Report (Tue 20 Aug 2019) – placeholder

Good morning, it’s Paul here.
Estimated completion time – today’s report has to be finished by lunchtime, as I’m off into London for a meeting in the afternoon.

Market hours
The Telegraph reports that consultations have recently started, to consider s…

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Small Cap Value Report (26 Jul) – TNO, NBI, STT, GDWN

Good morning! There was bad news for RSM Tenon (LON:TNO 2.25p pre-opening price) shareholders yesterday afternoon, as the shares plunged a further 32% to just 2.25p on an announcement of a possible takeover, but at lower than the current share price. …

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Small Cap Value Report (Mon 19 Aug 2019) – IXI, GNK, RBG, BVC, MTI

Good morning, it’s Paul here. I’ll be looking after you this week.
HQ tell me that subscribers like it when I give a rough idea in advance of anticipated timings for each report. My plan for Monday is to write mainly in the afternoon, with anticipated …

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Small Cap Value Report (8 Dec 2016) – MUL, CTH, SPD, PCF

Mulberry (LON:MUL)Share price: 1096p (-0.3%)No. shares: 60mMarket cap: £658mResults for the six months ended 30 September 2016I hope you’ll forgive me for venturing into mid-cap territory with this richly-priced luxury handbag designer.Current trading…

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Day Trading a Bust? [PREMIUM]

Can individual investors make a living by day trading? In their July 2019 paper entitled “Day Trading for a Living?”, Fernando Chague, Rodrigo De-Losso and Bruno Giovannetti analyze performances of all Brazilian retail investors who begin t…

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Is Shell really as cheap as you might think?

Royal Dutch Shell (LON:RDSA, LON:RDSB) usually needs little introduction. It is one of the world’s largest oil and gas companies, originally formed in 1907 through the merger of Royal Dutch and Shell Transport and Trading, although the two companies o…

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Small Cap Value Report (17 Feb 2016) – SIXH, UTW, SNTY, PRES, TRB, MWE

Good morning!Investing is a team sportAn early report today, as it’s my periodic trip to Reading for an investor lunch today. I’ve been meeting the same small group of investors for lunch every 1-2 months now for the last 14 years, and there are always…

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Small Cap Value Report (Mon 19 Aug 2019) – placeholder

Good morning, it’s Paul here. I’ll be looking after you this week.HQ tell me that subscribers like it when I give a rough idea in advance of anticipated timings for each report. My plan for Monday is to write mainly in the afternoon, with anticipated c…

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How to hunt for deep value stocks with bravery over patience

Everyone loves a bargain but choosing a strategy for finding mispriced shares isn’t as simple as it seems. Eighty years after Ben Graham and David Dodd laid the groundwork for what’s known as value investing, some of the brightest minds in finance are …

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Learnings from the Grande Dame of Dividends, Geraldine Weiss

In BriefA blue-chip focused screen inspired by the writings of Geraldine Weiss which is focused on buying blue-chip stocks whose dividend yields are near the high of their historical ranges.Background One of the most famous female investors in the worl…

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Can Home Retail Group beat profit forecasts?

What’s the story with Home Retail?
Home Retail Group (LON:HOME), the group behind out-of-town chains Argos and Homebase could beat previous pre-tax profit forecasts when it releases its full year results this week.
Shares in the group have risen by 32%…

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Small Cap Report (10 May) – HGV, QPP, ASH, OCDO, KENZ, CTO

Pre 8 a.m. comments
Communications group Hasgrove (LON:HGV) looks an unusual situation. They seem to have sold off their largest subsidiary, and now have surplus cash of £12.5m as at 10 May 2013. They intend returning £10.25m of this cash to sharehold…

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Small Cap Report (10 May) – HGV, QPP, ASH, OCDO, KENZ, CTO

Pre 8 a.m. comments
Communications group Hasgrove (LON:HGV) looks an unusual situation. They seem to have sold off their largest subsidiary, and now have surplus cash of £12.5m as at 10 May 2013. They intend returning £10.25m of this cash to sharehold…

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Technical Analysis (Part 7): Market Breadth

Last week in Part 6, we looked at Equivolume. This week, we look at one of the more established and quite straight forward technical analytical approaches to gauging the sentiment of any given stock market: Market Breadth.
What is market breadth?
Marke…

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Globo: 29/10/13 update: Holding Sold; Stop loss hit!

Globo (LON:GBO) (32.75p and 2.2% of JIC portfolio) I attended a brief presentation by Costis Papadimitrakopoulos, the Founder and Chief Executive of Globo on Tuesday. I left with a greater understanding of what the opportunity is for the Company. It i…

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Technical Analysis (Part 10): Moving Averages

In Part 9, we dug into the world of price patterns. This week, in Part 10 of our blog series, we explore a common method used in the world of maths and finance to find trends in data; that of moving averages. The moving average is a highly effective, m…

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