Domino's Pizza Group (DOM) has updated that “full year results for the group are expected to be in line with market consensus” as a result of “2013 profits ahead of market expectations for the UK and Ireland, but losses in Germany will be higher than expected primarily due to the later than expected transition of the corporate stores into franchisee hands”. Are there thus still unsavoury bites in the investment case here?
At 360p (last seen) and on an historic dividend yield of 4.6%, Sainsbury shares look a good bet. But..
Congratulations to Tom Winnifrith, the dark destroyer Matt Earl and Lucian Miers who called this one bang on the money as a sell at 1200p on this website. Fundamentalists do it it right now and again.
Back in November I suggested that the share price of Purecircle (PURE) might be ready to unravel, citing mainly its whopping inventory levels and its inability to generate cash or profits from a story (natural stevia-based sweeteners) that was beginning to get a bit long in the tooth. Then the shares were 420p.
Although this initial technical appraisal of Lombard Medical Technologies (LMT) may not sound very charting based, it would appear that happy days are set to return at the endovascular products specialist, at least in share price terms.
On 31 December (probably hoping that the announcement would go largely unnoticed), Silverdell (SID) announced that it is not anticipated that shareholders will receive any return for the shares they hold and that admission of the group's shares to the AIM Cesspit will be cancelled on 2 January 2014. This was a stock I tipped. I have apologised for that. But Silverdell CEO Sean Nutley misled investors and need to have his collar felt.
Last August, 21st Century Fox, recently spun-out of Rupert Murdoch’s News Corp held an investor day. One of the slides they put up was titled ‘Why Sports Matters’ and included the quote that ‘43% of adults are hooked on pay TV because of sports’. As an analyst and investor, whenever I see the word ‘hooked’ I start to pay particular interest. Profits often follow…
After rising annually for 12 consecutive years, the U.S. Comex gold futures sank 28 percent in 2013 to end at $1,202.30, back to the level in mid-2010. The total gold-backed ETF holdings dropped by a third last year, with the largest Gold ETF, the SPDR Gold Trust, dropping by a whopping 41%.
After the hype, Sunday newspaper negativity and other commentary, we finally have some more real corporate data for the UK economy and especially the retail sector, following positive comments last week from Next and John Lewis and a profits warning from Debenhams.
Today it is JP Morgan getting it in the neck with a $1.7 billion fine for not blowing the whistle on Ponzi scheme operator Bernie Madoff. Ahead of the Madoff collapse JP Morgan got most of its own capital out of Madoff funds. Others were not so prescient. Step forward the fund manager dubbed (by her own PR machine) superwoman – Nicola Horlick.
Hello share lovers: It's all in the timing. In life, but even more so in Shareland.
On 17th December recruitment group ReThink (RTG) showed itself as a true posterboy for the AIM Cesspit by issuing a shed load of options which almost cannot but fail to hand free money to the board but the scandal is much worse as I can reveal today.
British Land (BLND) shares are attractive at 621p with longer term, lower cost borrowing, solidly supported by property assets beckon investors as QE wanes, property price rise and fears of asset inflation increases.
As a general rule one of the best starting guns as far as a rally in a stock or market is concerned tends to be an unfilled gap through or above the 200 day moving average. This is exactly what we saw in April as far as Coms (COMS) shares were concerned when the price action delivered a wide gap through the 1p level and above the 200 day line then around just 0.8p.
Gambling on wildcat drills in far-flung and politically unstable parts of the world has led to many forgetting what we have on our own doorstep. The North Sea has been producing significant amounts of oil for decades now and will continue to do so, and the largest new field in recent years is 100 per cent owned by a small AIM company called Xcite Energy (XEL).
News of a buoyant office letting market in the City as well as London generally prompts me to re-examine the valuation of the big property development company that is most commonly associated with property activity in London and the South East, Land Securities (LAND).
In his ‘macro calls for 2014’ (see HERE) Tom Winnifrith noted that the US markets look to be stunningly overvalued and that a Wall Street correction would, in the UK, see FTSE-350 stocks (liquid and overvalued) plus some of the tech plays on exorbitant forward PEs caned the most heavily. What are some of the tech stocks that look to fit such a profile? Paid-for researcher Edison has recently updated on AIM-listed Monitise plc (MONI). I am not paid by Monitise and so reach a rather different conclusion to the writers-for-hire.
Even fans of the fundamentals of Avanti Communications (AVN) would agree that their company is an enigmatic one to say the least. What is interesting at the moment is the way that the charting position on the daily timeframe reflects such uncertainties in the way that we are almost equally divided between regarding the technical glass here as either half empty or half full.
Shares of Wandisco (WAND) have been stars of the small cap area world over the past year and it would appear that this situation is set to continue as we begin 2014.
Having updated that in 2013 it enjoyed “a particularly strong performance in the second half with both sales revenue and invoiced sales growing by more than 20% from the second half of 2012” and that “the full year loss before interest and certain non-cash items will likely be substantially lower than current market expectations”, shares in NetDimensions (NETD) currently trade 21.5% higher on the day at 73.5p. But is the valuation sane?
Nine share tips, giving in a tax-efficient way, don't count Trump out. And much more...
Value investing is how you make money from shares. Any other approach is not investing but speculating and is, by definition, hit and miss. So do you want to know what Britain's leading value investors are thinking and what shares they are buying and selling? Today's special opportunity is.... Three great value investors will be on stage together discussing how they select stocks and what they are buying and selling at the Global Group UK Investor Show in London on April 21. They are: Paul Scott, Britain's top share blogger, Nigel Wray, the man known as Britain's Buffett, and Dr Paul Jourdan the boss at the hugely successful Amati fund management operation.
From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2017 and thus far in 2018 (by net short position %) - and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...
Soorry it is rugby day. C'mon Ireland. As you can see Joshua is getting himself ready...
This morning, on such a snowy day, I was thinking how nice it would be to go somewhere quiet and sit, read the paper, and drink my coffee without being bothered by people. As it happens, I live just down the street from the Business Design Centre in Islingtion, and it is Master Investor day, so that would fit my plan perfectly.
The market was remarkably sanguine about the operational update served up by Telit (TCM) this week and at 160p the shares remain a compelling sell.
A Trading Update from Veltyco Group (VLTY) a few weeks ago noted, following continued “strong” trading in December, results “significantly ahead of market expectations”. However, having exceeded 100p last year, the shares are currently available at 89p to buy and this looks to represent an opportunity ahead of April-expected results. BUY at 89p with a target to sell of 125p.
Hello, Share Walkers. Anyone not subscribing the measly £5.99 a month to reap all the trading advantages of this beautiful website is probably taking an unacceptable risk. Especially at this time of year, when you still have a chance to sell your losers to cut your capital gains bill.
If anyone from Jim Mellon's organisation wishes to visit UK Investor Show we give them admittance. But Jim's minions are desperate to stop us from seeing what a shambles and disaster his event yesterday has become. While Mellon's henchmen stopped Darren Atwater from attending we got another photographer in and what she produced shows why Mellon is so desperate to hide the ghastly truth about his heavily loss making event.
I just can’t help fearing for AIM-listed Cloudbuy (CBUY) and its shareholders. Here we are heading for two years after a £5.75 million rescue refinancing by Mr Roberto Sella and now post a further rescue refinancing last December (another £3.5 million committed, of which £1.7 million has been drawn) and I still wonder if the company will ever make any money. Yesterday morning we had its FY17 numbers: they are not as awful as the last lot, but it still look pretty bad.
Amerisur Resources (AMER) has certainly failed to live up to the expectations of its investors and the share price has been in a downward spiral for several years now.
Looking down my shopping list for dividend munchers in the wake of our mini-crash (see HERE) I see fully listed BT (BT.A) on a yield of 6.82%. I’m no expert in these large-caps (so this is NOT a tip!), but that seemed pretty tasty to me and worth a bit of a look – my first port of call being what the ShareProphets large-cap professor, Chris Bailey, had to say (see HERE).
I am an unapologetic advocate of capitalism but as I review events at Conviviality (CVR) and Deutsche Bank it is not only shareholders in those companies that have a problem we all do. Something has gone very wrong in many places and all of we heroic wealth creators will feel the backlash.
It's been an ongoing trope on this site to note when mainstream media ties itself into knots trying to avoid mentioning the word ShareProphets. Instead, they tend to refer to our dozen writers as a 'blogger' or, in more convoluted cases, as 'an Italian newspaper.' But finally! We have a brave newspaper, the Western Telegraph, in Haverfordwest has referred to our name in full. No wonder that they were named the best weekly newspaper in Wales.
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