Morning!
This list is growing:
Property Franchise (LON:TPFG)Be Heard (LON:BHRD)Next (LON:NXT)Elektron Technology (LON:EKT)
Property Franchise (LON:TPFG)
Share price: 169.5p (+2%)No. of shares: 26 millionMarket cap: £44 million(I have a long positi…
Morning!
Not sure where to start today but there has been an announcement from my own portfolio, so it’s natural to start there.
Property Franchise (LON:TPFG)
Share price: 169.5p (+2%)No. of shares: 26 millionMarket cap: £44 million(I have a long pos…
Good morning, it’s Paul here.
Today I am reporting on the following;
Lookers (LON:LOOK) – another car dealership reporting a positive Q1 performance (boosted by changed in excise duty)
Spaceandpeople (LON:SAL) – shares have soared 45% on a positiv…
Morning! This is the placeholder for the Small Cap Value Report.
Good morning, it’s Paul here.
See Friday’s report for a couple of updated sections that I wrote up on Saturday morning, including a review of the Sports Direct (LON:SPD) debacle – in particular a potentially huge tax liability that has cropped up in Be…
Good morning!
Feel free to send in requests and I will cover what I can.
Thanks,
Graham
Filta Group (LON:FLTA)
Shares price: 100p (+8%)
No. of shares: 27 million
Market cap: £27 million
Trading Update
I’m flagging this up as it’…
I have some doubts about Apple (NASDAQ:AAPL). I get the sense that’s heresy. Apple seems to be unable to do anything wrong at the moment. Steve Jobs is the new Messiah, the iPad is the way of the future, and if you want to know the Meaning Of Life you …
Once again this year I had the privilege of attending the London Value Investor Conference (“LVIC”), for the third consecutive year – thank you to the organisers for laying on such a superb event. It was held last week (20 May 2015), at the QE Centre, …
Knowing when to sell stocks is one of the most difficult aspects of investing. While there is no shortage of advice on buying strategies (whether value, growth or momentum), there’s a lot less written by those in the know about how investors can apply …
Good morning! I’m back from holidays and looking forward to getting back into the swing of things here.
This list is final:
Begbies Traynor (LON:BEG)Luceco (LON:LUCE)Carclo (LON:CAR)Fireangel Safety Technology (LON:FA.)Yu (LON:YU.)Fastjet (LON:F…
Despite political uncertainty at home and dramatic events in the Strait of Hormuz, it’s been an inconclusive month for markets. In contrast to the sharp gains seen in June, the FTSE All-Share was up by about 1% in July at the time of writing.
Valued as…
Good morning! I’m back from holidays and looking forward to getting back into the swing of things here.
This list is provisional:
Begbies Traynor (LON:BEG)Luceco (LON:LUCE)Carclo (LON:CAR)Fireangel Safety Technology (LON:FA.)Yu (LON:YU.)Fastjet …
Do most stocks worldwide beat the risk-free rate of return? In their July 2019 paper entitled “Do Global Stocks Outperform US Treasury Bills?”, Hendrik Bessembinder, Te-Feng Chen, Goeun Choi and John Wei compare returns of individual globa…
Good morning! I’m back from holidays and looking forward to getting back into the swing of things here.
This list is provisional:
Begbies Traynor (LON:BEG)Luceco (LON:LUCE)Carclo (LON:CAR)Fireangel Safety Technology (LON:FA.)Yu (LON:YU.)Transense…
Good morning! I’m back from holidays and looking forward to getting back into the swing of things here.
This list is provisional:
Begbies Traynor (LON:BEG)Luceco (LON:LUCE)B.P. Marsh amp; Partners (LON:BPM)Carclo (LON:CAR)Fireangel Safety Technolo…
The UK and Irish real estate group Development Securities had a basic NAV per share of 276p at February 2015. The current share price of 242p gives a 12% discount to the net asset value (NAV). This seems unwarranted given the scope for development gain…
It’s remarkable in this day and age of high technology and the millions thrown at polls that nobody called this election right. When it came to the crunch England voted resoundingly against uncertainty and for a continuation of the Conservative econom…
Good morning! I’m back from holidays and looking forward to getting back into the swing of things here. RNs updates to follow soon.CheersGraham
Kenmare Resources is the Irish, UK-listed owner of the Moma titanium mine in Mozambique. It’s had an interesting couple of years developing the mine, during which its share price has fallen from over 30p to less than 10p as it hit execution problems be…
Shares in large-cap mining companies have seen dramatic swings in sentiment over the past decade. Ten years ago the sector was on the cusp of a massive commodity boom that had investors enthralled. After suffering savage falls in the the financial cris…
Games Workshop (LON:GAW) , like a number of companies, is one that’s interested me for a while. It’s sat on my watchlist inoffensively for a year or so now as the price has slowly crept upwards, but the last week has seen a break in that trend. Games …
Excitement in London markets this week focused on the FTSE 250 listed London Stock Exchange (LON:LSE) itself, and its plans to “create a merger of equals” with Canada’s TMX. News of the deal, which would give the LSE a 55% stake in the combined entity…
If the fundamental value of gold measured in US-Dollars wasn’t a mystery before; then the past few weeks have added another dimension to the confusion. Supposedly gold is a “safe haven”, so when the rumors of Armageddon started circulating about the Eu…
Good morning, it’s Paul here.
See Friday’s report for a couple of updated sections that I wrote up on Saturday morning, including a review of the Sports Direct (LON:SPD) debacle – in particular a potentially huge tax liability that has cropped up in Be…
Do short-term trade ideas of professional stock analysts have merit? In their July 2019 paper entitled “Are Analyst Trade Ideas Valuable?”, Justin Birru, Sinan Gokkaya, Xi Liu and René Stulz examine the price impact of analyst trade ideas, …
Against somewhat tepid 2010 sales growth of 2%, the underlying operating profits for global packaging group Rexam (LON:REX) increased by 20%. This is the key story of the year as cost cutting and reduced debt had a leveraged effect on the bottom line…
As part of my investment process[1] each month I review the FTSE 100 using CAPE (Cyclically Adjusted PE) in order to project a ‘best guess’ of future returns for the UK market over the next few years.I focus on the FTSE 100 because that’s where I do m…
Good morning, it’s Paul here.
See Friday’s report for a couple of updated sections that I wrote up on Saturday morning, including a review of the Sports Direct (LON:SPD) debacle – in particular a potentially huge tax liability that has cropped up in Be…
Good morning, it’s Paul here.
Cautious optimism may be warranted in regards to UK housebuilders following recent positive indicators in the construction sector. New construction is up on increased demand, house prices are rising and mortgage approvals have increased. On the surface…
