Keyword results: earnings multiple

DPH
DPH
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Dechra Pharmaceuticals sorts out fat cats but is not on my buy list

A couple of years ago I wrote on shares in Dechra Pharmaceuticals (DPHnot particularly complementarily, observing ‘I would not want to be paying a 30 times P/E ratio for that…even if its range of equine, cat and other animal pharmaceutical products continues to grow’. It has taken a while, but over recent weeks the stock has broken back above this letter. So on a quiet regulatory news day…what to make of this name following the publication of its full year results today?…

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KGP
KGP
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Insulation remains hot at Kingspan

I hope you all bought a bunch of stocks in the third week of March. I certainly did (and at other times too at less optimal moments – no Bernie Madoff claims of market timing brilliance here) but one I regret not buying is insulation company Kingspan (KGP)…

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Sweet but no cigar at Hotel Chocolat

I have written a couple of times on Hotel Chocolat (HOTC), most recently back in September when I loved-up the strategy and style...but struggled to get excited at the prevailing share price valuation. Back then I hoped for a pullback to create a buying opportunity at or below 325p a share...but this morning the shares are a little over a quid above this level. Generally the tone of the update for the 13-week and 26-week periods to the end of December reads well…

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SCS
SCS
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ScS – senseless statistics supplant slipping sofa sales

I am not in the market for a new sofa but - casually perusing the ScS (SCS) website - if I do want a new sofa (or carpet!) by Christmas it is more than ready to supply something to me and even offer me some striking Black Friday deals of up to half the price off. Welcome to the excitable UK consumer backdrop in late 2019! And even better up to four years interest free credit is available!...

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HL
HL
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After the Woodford scandal...how is the house of Hargreaves Lansdown looking?

have written recently about St James's Place (STJ) and its toxic culture but it is time to think about a company with potentially even bigger problems...and that is Hargreaves Lansdown (HL.)...

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PRV
PRV
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I'm poorer for not spotting Porvair...but should I care?

Thin pickings in today's regulatory news statements but comments from the 'specialist filtration and environmental technology group' Porvair (PRV) strike me as newsworthy…

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EZJ
EZJ
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easyJet: 'Desire for leisure travel continues to be important'

easyJet (EZJ) shares have been under the cosh in recent weeks due to the rum mixture of consumer spending being under pressure and the inevitable Brexit uncertainty. I know the latter is a bit of a 'go to' for many corporate names, but for a company such as easyJet it actually matters if any new impediments occur to travel or restrictions on ownership. The latter has been a real hassle for the company because of a need to show majority control by European Union-centric investors in order to keep maximum corporate flexibility...

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WH Smith – the future is travel

I think Malcolm commented on WH Smith (SMWH) a couple of years plus ago, but I am not particularly surprised that it has not troubled the ShareProphets scorers since. We all know the name, most of us visit the shops at least a few times each year and if you are in an airport, well, you can quite easily find yourself getting surprisingly little change from a tenner for just a couple of items. Local monopolies, eh?...

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JHD
JHD
PREMIUM CONTENT

James Halstead – strange name, decent company

I like a company whose name does not give too much away as it probably means that many investor and analyst types will overlook it. This means that in today's results crop James Halstead (JHD) stands out…

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You are not 'bonkers' anymore for buying PageGroup...just overly hopeful

I believe it was the recruiter PageGroup (PAGE), trading under its 'Michael Page' moniker at the time, which found me my first (temporary) job in finance when I was trying to make my way. The history books will note that I quit after less than two weeks when I landed a permanent opportunity but I have always retained a soft spot for the company. Of course in the hard-headed world of financial analysis all of that does not matter a jot though…

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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…

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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.

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BT
BT
PREMIUM CONTENT

Friday I'm in love (with a higher BT Group share price)

It has been a busy, busy week and sad sacks like me are going to be bent over a hot laptop during the weekend catching up with the multitude of earnings numbers published by corporate names around the world this week. Turning to London-based results specifically, some good news within the UK market today for the old stalwart BT Group (BT.A).

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Unilever - buy a Magnum, not the shares

Back in the dim and distant past, when the issue of the prevailing weather and the stock market came up the stock that would be uppermost in the minds of institutional fund managers was that consumer behemoth Unilever (ULVR) and its significant - and volatile - ice cream division. Unilever still does ice creams (Carte D'Or, Cornetto, Magnum, Solero, Twister, Choc Ice, Super Split, Fat Frog, Feast, Brunch, Viennetta...take your pick) and no doubt it is coining it in today on the hottest day of the year so far, but that is not as influential as it used to be.

W7L
W7L

Warpaint London – 2017 ‘performed well’, 2018 “has started well”… but growth value?

Specialist supplier of colour cosmetics and owner of the W7 brand, Warpaint London (W7L) “is pleased” to update that it “continued to perform well during 2017 and the board confirms that it expects to report results in line with management expectations for the financial year” and that “2018 has started well and we look forward to the future with confidence”. But what are the expectations – and how do they compare to a current just over 200p share price?...

BT
BT

BT Group - what price no growth, a 6% dividend and unchanged forecasts?

I had a bit of a rant yesterday about three FTSE-100 behemoths that were dividend-heavy but consensus buys and not offering - in my opinion - value. I don't think BT Group (BT.A) is in this grouping however despite being dividend-heavy and suffering a falling share price today because basically it is very out-of-favour.

EMIS Group – a tough market backdrop… and things just got worse

Trading Statement from EMIS Group (EMIS) commences “trading for the year has been in line with the board's expectations”. Ok… “(excluding the impact of the service level reporting issues separately announced this morning)”. Uh oh…

GNK
GNK

Greene King - beer, fear and not dear

I have not made any money on my Greene King (GNK) purchase of HERE a couple of months or so ago but I have not lost a fortune either and the super summary one-liner is that by the time next autumn rolls around, I think you have made good money on this one. I am relaxed because the interim results were not a shocker despite the 8% odd fall in operating profit and the use of the word 'challenging' in a semi-liberal fashion.

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