An “AGM Statement” announcement from cosmetics company Warpaint London (W7L)…and the shares are currently approaching 17% higher on the day at 163.5p. What’s the story?…
Hello, Share Takers. I’m beginning to feel like a hygiene nut, but here’s another company that should do well out of fighting the virus. And this time it’s one of the bigger British companies. Reckitt Benckiser (RB.), the Dettol king, is working hard to maximise its involvement with sanitation. For example, it’s set up a special department for helping big clients, like hotels and transport terminals, work out ways of cleaning out the virus from their premises.
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…
Shy Bear is a reticent fellow but a short seller currently without exposure to this sector. Having listened to my, most excellent, bearcast yesterday he offers up a few thoughts. I know shy bear well and he is no fool. Ignore these stark warnings at your peril should you be foolish enough to contemplate a spot of bottom fishing. Over to Shy Bear who opines:
Thin old pickings in today's larger cap regulatory news disclosures but I did read a trading update from Anglo-Irish betting company Paddy Power Betfair (PPB) where it bemoaned recent retail store and Australian performance...but loved up online and the US of A. Well quelle surprise. If there is anything I know about gambling sector stocks it is that (1) most are horribly regressive and it is the relatively poor who are the sources of most of the profits and; (2) there is a big switch from retail to online as with many other areas in life…
Hello, Share Pagers. The Santa Rally is often slow to gather pace. And so there’s still chance to take an early advantage. One of the most favoured shares at Yuletide is Diageo (DGE). There’s a surprise!
Hello Share Tasters. In the past I’ve commended Britvic (BVIC) to your further study, though I don’t hold the shares myself. If I did, I might be tempted to sell. This is not because the shares are doing badly. They are not. Indeed, since January they are up by a fifth.
Hello Share Trouncers. We’ve already discussed the likelihood of take-overs of big British firms now that we have a low pound following the Brexit vote. An example is Unilever (ULVR) and Kraft Heinz. So now let’s look at the Unilever situation more closely.
Hello Share Bashers. Uncle Tom recently run an interesting compilation of tips from writers on this monumental website. He invited us to think of companies which might emulate the astounding success of shares in ASOS (ASC), the big on-line fashion outlet.
It’s time for another reference to share blogging supremo Paul Scott, who wrote in some detail on the subject of French Connection yesterday. While I share much of his perspective on this, I wonder if the bulls here might not be overly confident in their belief that the company is safe.
The title is something of an exaggeration but I note the general lack of interest in Brainjuicer (BJU), one of the more interesting businesses on AIM. The company’s H1 results announced today show profit increasing at a mere 38% pace, so perhaps they deserve a little more attention!
This morning brought interim results from Restaurant Group (RTN), the owners of 500 restaurants including Frankie & Benny’s, Chiqito and Coast to Coast. The company is not happy with its own recent performance but there are still great signs for its long-term potential.