Keyword results: EV/ebit

PREMIUM CONTENT

I continue to believe in Headlam Group

I know that many people believe this area is a bit boring, but I continue to really like Headlam Group (HEAD) which describes itself as ‘Europe’s leading floorcoverings distributor’. I last wrote positively about the stock HERE, as it happens just a few hours before I ended up in hospital until just before Christmas. I see reader Steve B wrote a positive agreement piece with my November thought and has made a further positive return year-to-date in the 2021 readers tip competition. Even nicer for us both is to see the performance of Headlam Group’s shares in March. So is there still room to be excited here or is it time to take the profits and run?

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

DS Smith makes progress but no takeover news...yet

I have written many times about DS Smith (SMDS), typically loving-up its exposure to e-commerce delivery box-making…along with a capability for ‘sustainable packaging solutions, paper products and recycling services worldwide’. I know this is not that exciting an area but the first bit in particular has growing demand all around the world. Even the average company is working out that to be competitive against the Amazons of this world, having such a box option matters. Unfortunately for them DS Smith is a big supplier to Amazon too…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

A happy lockdown Christmas for DS Smith?

Over time packaging company DS Smith (SMDS) has been a real friend to me, as well as giving me plenty of geek opportunities to talk about packaging (which is now formally my third favourite geek area to talk about after ball bearings and tyres). Back in July I wrote that ‘if the share is still below three quid, expect me to be supplementing my holding…corrugated board is much sexier than Mr Market is perceiving it’. Well as I write the share price just about is still below three quid and I have built up my shareholding further over the last few months. Judging by today’s update, I am not ruling out doing so again…

Subscribe to ShareProphets to access Premium Content
REL
REL
PREMIUM CONTENT

RELX – crazy name but (grudgingly I accept) a good business...

Call me a complete weirdo, but there is something about the name RELX (REL) which completely gets on my goat. There are a couple of reasons for this, but the only one I am going to share with you is that I thought the old name of Reed Elsevier is far classier. I wonder what the bill was (way back in 2015!) for thinking up the new name? All I know is, when you (still) have to provide a pronunciation guide (“REL-EX” if you were wondering), it ain’t a good look. Anyhow, the ‘X-factor’ of just sticking the twenty-fourth letter of the alphabet at the end of a logical name is so…2015 but I have to grudgingly admit that the company – which describes itself as a ‘global provider of information-based analytics and decision tools for professional and business customers’ – is a good ‘un…

Subscribe to ShareProphets to access Premium Content
DGE
DGE
PREMIUM CONTENT

Is Diageo telling us something about November's US election?

Back in April, I mused about how the spirits behemoth Diageo (DGE) was a great insight into the broader markets. Interestingly, the share price today is within one percent of where it was when I wrote about the company more than five months ago – which tells you just how much we have been treading water at multiple levels over that period. Anyhow, the above observation includes factoring in a 5% odd share price bump today. So what did the owner of the Johnnie WalkerBell’sSmirnoffBailey’s and Gordon’s brands among many others say today in a pre-AGM trading commentary to induce such a reaction? And what can be discerned about the wider view of the world?…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

And the future is...home furnishings by Dunelm (apparently)

Remember when I quoted John Paul Getty's famous dictum that the only way to get rich...is to sell too soon? Well given I populate a much, much, much lower wealth zone than the great man, clearly my timing skills are hugely inferior. I quoted Getty in relation to my decision to sell my position in Dunelm (DNLM). It was a smart trade but it could have been a lot better if I had carried on holding to today…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Has Fevertree completely lost its fizz?

So I see that Intu Properties (INTU) fessed up to the need for a massive cash raise as I mused upon yesterday, a disclosure which has pulled down the shares over 5% as I write. However, it is a bigger share price fall that is grabbing my attention this morning…

Subscribe to ShareProphets to access Premium Content
KGP
KGP
PREMIUM CONTENT

Kingspan – on a hot day, let's talk about insulation

As it is - for once - a warm Bank Holiday weekend, it feels perfectly appropriate to talk about insulation and that brings me onto a company I first mentioned on these pages a year ago, Kingspan (KGP)…

Subscribe to ShareProphets to access Premium Content
RNK
RNK
PREMIUM CONTENT

Still gambling on Rank Group

I have written a couple of articles on the Mecca Bingo and Grosvenor Casino operator Rank (RNK), concluding last time that 'Rank is not so dank after all...the share still remains below the (interesting) 160p level. Worth a punt!'

Subscribe to ShareProphets to access Premium Content
IMB
IMB
PREMIUM CONTENT

Imperial Brands – what will make the shares go up?

I have been a supporter of the shares of Imperial Brands (IMB) for a while now, including noting back in September last year that 'the shares should be in the £30s at the very least. I remain a non-user of their products...but a buyer of their shares'. Well that might be my aspiration...but reality has been somewhat shabby with the shares currently revisiting the sub 23 quid level for the second time in six months. So what is going on?

Subscribe to ShareProphets to access Premium Content
WG
WG
PREMIUM CONTENT

Wood Group - why I'm chilled out despite today's share price fall

Wood Group (WG.) is having a volatile day and is down over 7% as I write. The share is still however the thick end of ten percent above its low point for the year...which goes to show you the material natural level of fluctuations in the oil services space. Still, with the oil price heading north again year-to-date I would have expected more especially - as I last recounted HERE - Wood Group has plenty of self-help scope resulting from the Amec Foster Wheeler deal of a little over a year ago...

Subscribe to ShareProphets to access Premium Content
ABC
ABC
PREMIUM CONTENT

Abcam – a clever, innovative, fat cat pay company whose shares are down 11% today

I have not written on Abcam (ABC) but given the nature of its last appearance on this website ("Abcam fat cats and useless 1%-er Non Execs") many will think just desserts about today's 11% share price fall (as I write)…

Subscribe to ShareProphets to access Premium Content
WPP
WPP
PREMIUM CONTENT

WPP admits advertising is a game of two halves

I was at an event yesterday and found myself repeating that well known maxim that 'half of advertising spending works...I am just not sure which half'. I was reminded of this by the numbers from advertising behemoth WPP (WPP) this morning…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Has Merlin Entertainments rediscovered the magic?

Since my October 2017 write-up, shares in Merlin Entertainments (MERL) have been stuck in a 300-400p range...and quite rightly so as the company has neither done terribly or wonderfully in the interim. Today's full year 2018 update saw most metrics creep forward…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

I don't feel lucky enough to invest in Wizz Air

loved up easyJet (EZJ) a week or so ago, so does the love also flow through to its more Eastern European centric peer Wizz Air (WIZZ)?

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Headlam warns again... Time to buy?

Back in August I mused about Headlam (HEAD), which claims to be 'Europe's largest distributor of floorcoverings, providing the distribution link between suppliers and customers across the UK and Continental Europe'. Since then the shares have fallen further and today's update has deepened that trend…

Subscribe to ShareProphets to access Premium Content
AHT
AHT
PREMIUM CONTENT

Ashtead – good...but I feel I can do better

A year ago I was a little early in saying it was time to sell/take profits in Ashtead (AHT) at the twenty quid level...but I can live with this given the good and nicely profitable bump in the share beforehand. Now the share price is just under the seventeen quid level and this has piqued my interest again because the rental of industrial goods is a growth business and Ashtead has a very decent market position in both the UK and especially the US...

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

DS Smith - boxing up an attractive 2019 package for investors

Regular readers will know I like a bit of geek chic in my investment choices and the surprising rise in importance of the packaging sector as both part of the structural rise of the e-commerce sector and as a way for fast moving consumer goods (FMCG) names to differentiate their offering in a competitive world, may have surprised a few people. It certainly has excited me over recent years and a year ago - as I noted here - DS Smith (SMDS) was riding high. The 2018 35%+ share price fall however is striking…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Is Joules a retail jewel?

Nobody has written about retailer Joules (JOUL) on this website for a good while now. I cannot claim that its key features of 'quality, Britishness, family values, colour and humour' naturally attract me to its stores or online shop...but then if the retail industry just relied on consumers like me, then it would be in a much poorer state than even in today's troubled times…

Subscribe to ShareProphets to access Premium Content
TCG
TCG
PREMIUM CONTENT

Thomas Cook (or should that be 'Crocked'?) has another shocker

The stock market can be a cruel mistress and whilst I am enjoying a celebratory sausage roll due to the strong trading update from Greggs (GRG), Thomas Cook (TCG) has disclosed more local difficulties...with a second profits warning in about two months…

Subscribe to ShareProphets to access Premium Content
Newsboy
PREMIUM CONTENT

Among all the scandals, political intrigue & nobbled confidence levels, three larger cap buy ideas

One of those earnings days with lots going on...and among all the scandals, political intrigue and nobbled confidence levels, three larger cap buy ideas…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Burberry - moving further away from those chavtastic days

At the height of the recent market volatility, I wrote a piece talking about some shares that I would buy. The first name I mentioned was Burberry (BRBY), reflecting my thought that it was an inherently strong brand with good exposure to the still growing luxury consumption theme in China. I am pleased to see that today's first half numbers reflect this…

Subscribe to ShareProphets to access Premium Content
IMB
IMB
PREMIUM CONTENT

Imperial Brands - fade the moral outrage & buy

Time for another write-up on Imperial Brands (IMB)...and no doubt time for a bunch of criticism in the comments about how this is an uninvestable sector. Well I do not smoke, would not want my children to smoke/use tobacco-based products but - in a modern world of information and regulation/taxation - I respect the right of adults to do so and I remain perfectly comfortable in investing in the sector. Otherwise, where do you draw the investing line? Alcohol? Defence? Gambling? Clothing names who directly or indirectly use child labour and lots of water? Energy and mining names due to their use of the world's assets? You get the gist...

Subscribe to ShareProphets to access Premium Content
WPP
WPP
PREMIUM CONTENT

WPP advertises a shocker! Worst fall since 1999...

A couple of months ago I talked about advertising behemoth WPP (WPP) again noting that "in short, do not be tempted by WPP yet. The 'Sorrell lows' of c. 1100p are one place to have a think about it all but I would wait for the realities of the strategic update first". Too right...after today's update smacked the shares down over 15% at the time of writing - and even earlier today it fell the most on an individual day since 1999. Put that on your advertising billboards!

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Saga - cruising to a higher share price?

Since I first talked about the stock, Saga (SAGA) shares have been in a very tight range. I have picked up some decent income (the stock yields just over 7%) but - as I am not yet a fully paid-up member of Dividend Munchers United - that does not overly excite me…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Bunzl - getting down with the kids (and the dividend munchers)

I am thankful to the Urban Dictionary (frequently a source of...insight), which tells me that to 'bunzl' someone is 'to prank someone gently, randomly, and inexplicably'. You learn something new everyday. 'Bunzl' (BNZL) is also one of the lowest profile members of the FTSE 100 and a description of its core activities - a focused and successful international distribution group providing customised solutions to B2B customers in 30 countries and six market sectors - is suitably opaque too…

Subscribe to ShareProphets to access Premium Content
KGP
KGP
PREMIUM CONTENT

Kingspan - insulation is a great theme...to be sure

Top of the regulatory news pile for me today is Kingspan (KGP), the insulation products company with Irish heritage, that claims, in its new presentation document today, that 'in 2017 total energy saved by our insulation systems is equivalent to over one hundred million barrels of oil or the annual output of sixty-one power stations'. Well how worthy…

Subscribe to ShareProphets to access Premium Content
PREMIUM CONTENT

Headlam - quiet day shocker as I talk about a small cap

With a relative dearth of larger cap news out today I turn my attention to Headlam (HEAD), which is apparently 'Europe's largest distributor of floorcoverings, providing the distribution link between suppliers and customers across the UK and Continental Europe'.

Subscribe to ShareProphets to access Premium Content
DOM
DOM
PREMIUM CONTENT

Domino's Pizza - bet it wishes everyone ate pizza like they do in Iceland!

A while back (as you can read here) I concluded you should wake me up at about a 250p Domino's Pizza (DOM) price. Well another day like today and the shares will crash through this level (and a bit more). So why is 'the official food of everything' having a 10%+ share price dump shocker today? I reckon there are three stories here.

Subscribe to ShareProphets to access Premium Content
PZC
PZC

PZ Cussons - ignore fund manager fear and buy

It is no huge surprise that today's set of numbers from PZ Cussons (PZC) are not the finest ever seen because it told us so forty days ago as I wrote up at the time HERE. Of course the actual publication of a set of full year numbers always provides further insights and information...but it is hard to sugar coat a 15% odd fall in profits, a nudging down of overall revenues, debt pushing out a bit and the c. 4% dividend yield only held.

PageGroup - still bonkers

I called investors who bought shares in recruitment company PageGroup (PAGE) 'bonkers' back in January ...but despite my excitable language, the shares are a little bit higher than that level currently despite shedding a percent or so today following a latest update.

PREMIUM CONTENT

Time to take some profits after a chavtastic run in Burberry shares

Back in January, I talked positively about Burberry (BRBY) shares and since then they have pushed up very nicely. Today's stock market is one where you have to be prepared to take a few profits too and that is my call today with the sort-of luxury goods name after reading through its first quarter trading update.

Subscribe to ShareProphets to access Premium Content
WG
WG
PREMIUM CONTENT

Still got Wood...Group

Time to catch up with a half year update from Wood Group (WG.). As regular readers will remember, it is one of my tips of the year and last time I reviewed the stock I concluded that 'John Wood shares will have a 7 in front of them by the end of the year. I remain a buyer'. In short, I retain this view after yesterday's update.

Subscribe to ShareProphets to access Premium Content
DC
DC
PREMIUM CONTENT

Dixons Carphone & Saga - double buy update

You could have made a bit of money off my January reiteration that Dixons Carphone (DC.) was too cheap. The shares have pulled back from a slightly frothy 240p and are now trading just below the 200p level which is really building into a big resistance/support level. Today's numbers complicate matters a little more, with a second attempt by the new CEO to ensure he is starting the job at a suitably depressed profits outlook level by pulling down hopes for the next twelve months to just £300 million pre-tax profit versus not far shy of £400 million in the year just completed and over £500 million for the year before that.

Subscribe to ShareProphets to access Premium Content

SThree – half-year trading update, 33% total return potential?

Writing previously on specialist staffing company SThree (STHR) in March, I questioned Q1 update has its attractions… but attractive enough?.There’s now a Half Year Trading Update

PREMIUM CONTENT

Biffa - still brass in muck

As the old saying goes, 'where there's muck there's brass'. Rubbish and recycling company Biffa (BIFF) shareholders have had an alright ride since the company came back to the market in late 2016 but today's update contains the fascinating assertion that the company's CEO Ian Wakelin has 'advised the Board that he no longer wants to hold a full time executive role and that he therefore intends to leave the Company once the Board's succession plan has been implemented'.

Subscribe to ShareProphets to access Premium Content
FGP
FGP

FirstGroup - writedown losses, debt, CEO resignation. What is there not to like?!

Something a little different today from all those worthy growth at a reasonable price type companies I normally ramble on about. Whisper it quietly, but I think that FirstGroup (FGP) is cheap here. I know that a transport company is never the most popular name - and I await the opprobrium from the TransPennine Express train and related users in the comments section - but hear me out, after all, got to be greedy when others are fearful and all that.

Tate and smile!

First a quick shout out to subscriber SoupChicken for their gracious comments on Tate & Lyle (TATE) earlier in the comment section of another story. Latest numbers from the sugars and ingredients company crystalised(!) many of the hopes I put out in my February update, which you can read HERE. As I noted back then '...for punters the 550s is one level to write down' and boy did that work from the sentiment lows in late March with the shares now breaking 650p. So that's great...but what now I hear you ask?

SThree – Q1 update has its attractions… but attractive enough?

Previously writing on specialist staffing company SThree (STHR) I concluded it may be relatively well placed, but macro concerns saw me cautious on the shares. Today a Q1 Trading Update

PZC
PZC

PZ Cussons - slap on the St Tropez tan and have a go?

Another 'earnings Thursday'. I could write about Cineworld (CINE) again after my post deal announcement review but it really is all about the big US acquisition and I think it overpaid. Instead I turn to the consumer name PZ Cussons (PZC), which has had a slightly unpleasant share price fall today after updating the market with the observation that:

EQN
EQN

Equiniti - you know the name

Another day, another bunch of UK corporate earnings results. I see one of the FTSE-100's most complex companies Rolls-Royce (RR.) punched out some thoughts which have caused the shares to romp. I am still long the stock but the sentiment that I noted in this piece way back in time still holds. This is a long cycle stock because of all those lagged cash flows from aeroplane engines and should return to ten quid plus over time.

AGK
AGK

Aggreko - my latest investment sad-o Buy

Another busy week of UK corporate reporting. I could write about Ashtead (AHT) again but frankly I called it a take profits a quarter ago at twenty quid a share and in early trading today it is below this level again...and the CFO has decided to exit. The latter event all looks very orderly but the as good as it gets feeling lingers. I could also write about my old mucker DS Smith (SMDS).

WPP
WPP

WPP is Arsenal

Back in August I wondered if advertising behemoth WPP's (WPP) name stood for 'What Profit Progression'. Well I got that bit correct judging by yesterday's results which were truly shabby with like-for-like full year revenue declines, a pulling back of medium-term growth hopes and rather desultory profit progression. No wonder the shares were down 8%, apparently their worst day this century. That hardly reflects the zip of the 'Mad Men' view of the advertising industry, more the drudgery of a new world where the big corporations are probing and prodding more their advertising spend.

TCG
TCG

Love holidays, love Thomas Cook?

Despite the multitude of cheesy ads on the TV begging us to book a holiday I use this regular slot for yet another confession: I have never been on a package holiday. To be honest, I doubt if I ever will...but fortunately the UK economy rolls on consumption preferences far different than my own. Which brings us to the recent comments by both Thomas Cook (TCG) and TUI (TUI), both big players in the travel market.

Tate and smile?

A Thursday in the middle of both a general corporate earnings disclosure frenzy and a market rout always throws up a few questionable share price reactions. I am wondering if one of these was the reaction by Tate & Lyle (TATE) shares which have fallen from 650p to around 600p at the time of writing.

DC
DC

Dixons Carphone - "a lot to be excited about"

It has been a bit volatile at times but if you bought the late August plunge in the shares of the UK's leading mobile and electricals retailer Dixons Carphone (DC.) as discussed HERE then you have made a few quid. So what to do now? Well step forward the company's trading update for the 10 weeks to the 6th January 2018…

IWG
IWG

Office shocker by IWG (aka Regus)

I cannot get used to calling the company formerly known as Regus the new comedy name of International Workplace Group (IWG). Perhaps David Brent had something to do with the change of name... Anyhow the newish name has not provided much luck today with a 30%+ dumping in the shares.

Ferguson - fifty quid again, flippin' heck...

The fine office of Wikipedia informs me that: 'Ferguson is a Scottish surname and given name. The surname is a patronynic form of the personal name Fergus. The name Fergus is derived from the Proto-Celtic elements *wiros ("man") and *gustus ("vigour", "force", or "choice"). Well...you learn something new everyday. Additionally as of a few weeks ago it is the new name of the old Wolseley (WOS, now FERG), the FTSE-100 plumbing and heating kit stalwart.

DC
DC

Dixons Carphone - anyone fancy a new phone?

I have not written about Dixons Carphone (DC.) before but, whilst Darren counts the profits from his short sell tip on the share of early January, I have to say today's share price dump has rather piqued my interest.

AHT
AHT

Ashtead's awesome strategy and numbers... so what to do now with the shares?

I last mused about industrial plant and tool hire company Ashtead (AHT) fourteen months ago, since when the shares have basically doubled. Happy days...but no resting on the laurels because correctly you should be asking the question of 'so what do we do right here and right now?' Fortunately, the company puckered up its full year results today so all the latest information is to hand.

CHG
CHG

Chemring – second bite at the cherry

With events in Iraq, Syria and Ukraine continuing to rumble on, you would have thought that a defence company would be an ideal investment – especially one with strong global market positions in pyrotechnics and countermeasures plus developing exposure in the growing sensors/electronics areas.  Chemring (CHG) has been a volatile investment, however, and at the time of writing is once again below 200p a share having been at 285p as recent as March.  I noted an opportunity in Chemring shares back in January and enjoyed the sharp rise, but now the shares are back to the multi-year low levels of last November.

Subscribe to our newsletter

Daily digest of our latest stories.



Search ShareProphets

Complete Coverage

Recent Comments

|