Topps Tiles – trading update, consumer confidence & spending caution?

Published 69 days ago

A trading statement from Topps Tiles (TPT) includes “our strategy of ‘out specialising the specialists’ continues to serve us well” and “we continue to make good progress with our plans for commercial and our strategy of ‘disrupt and construct’ is proving successful”. However, a sub 65p share price compares to more than 90p in early 2018…

Safestyle UK – 2017 results, mighty dividend yield an attraction - or a warning?

Published 361 days ago

Its shares having fallen from more than 300p less than 9 months ago to 90p, Safestyle UK (SFE), “the leading UK-focused retailer and manufacturer of PVCu replacement windows and doors for the homeowner market”, has announced 2017 calendar year results…

Predicting rain doesn’t count. Building an ark does

Published 484 days ago

Investors are riding a wave of “irrational exuberance” as they extend bullish positions even as they fret over valuations, according to the latest fund-manager survey by Bank of America Merrill Lynch. While a record net 48 percent of investors say stocks are overvalued, a net 16 percent say they are taking on above-normal levels of risk, another all-time high. Investors are also taking out less downside protection and holding less cash, the survey shows. “Icarus is flying ever closer to the sun,” said Michael Hartnett, the bank’s chief investment strategist.

This Concrete and Clay King is Paving the Way to A Bigger Share Price

Published 575 days ago

Hello, Share Trundlers. Once again, I take the liberty of bringing before you a share you may not have come across before. Though Marshalls (MSLH) is a Footsie 250 stock, so it does have its fans. And those fans have been making good money recently.

DFS – profit warning, but reckons growth expectations for next year are still “realistic”. Hmmm…

Published 642 days ago

“Trading Update” announcement from DFS Furniture (DFS) includes that “we believe our expectations for the next financial year are realistic”. The shares are though currently more than 20% lower at around 200p, with the announcement also updating that “the trading environment has however recently weakened beyond our expectation, with significant declines in store footfall leading to a material reduction in customer orders”. Uh oh…

AO World – AO, Oh no! (again)… full-year results see CEO argue “great progress”, but detail suggests otherwise

Published 650 days ago

Results for its year ended 31st March 2017 from UK and Europe online electrical retailer AO World (AO.) see its CEO Steve Caunce emphasising “it's been another year of great progress for AO”. Hmmm, why a significant share price decline then, Steve?...

Card Factory – trading statement sees return of like-for-like’s, wonder why they went away?

Published 782 days ago

Having previously noted on Card Factory (CARD) slowed sales growth & where are like-for-likes?, I now note “Trading Statement” and “Directorate Change” announcements from the cards and gifts retailer...

Whitbread: don’t freak at geek metrics

Published 782 days ago

First trading update of my (long) tip of the year for 2017 and the shares are down 4%. Worried? Of course not…the Whitbread (WTB) share price is still nicely above where I recommended it…and frankly we are not even a month into the year. The magnitude of the move today reflects the (to use a wonderful phrase poached from a fellow market observer) wildebeest financial market backdrop we have at the moment…

Card Factory – emphasises “sales growth”, but it's slowed & where are like-for-likes?

Published 854 days ago

I wrote on Card Factory (CARD) in August with the shares then at around 300p – concluding I could understand the share price decline and to avoid. The following updates with the shares currently at 260p on the back of a third quarter trading update…

LSL – initial acceleration of activity attributed to changes to Stamp Duty, but Profit Warning now to Brexit. Hmmm…

Published 970 days ago

“Trading Update” announcement from residential property services company, incorporating both estate agency and surveying businesses, LSL Property Services (LSL) commences that the company “expects to report strong interim results on 2nd August… delivering growth across all major revenue lines” and that “the group performed strongly in quarter one”. Good, goo… what’s that? “full year group operating profit will be significantly lower than previously anticipated”

AO World – full-year results, do the numbers reflect “deliver(ing) huge benefits to the business”?

Published 1013 days ago

Online electrical retailer AO World (AO.) has announced results including that “the consistent focus we place on delivering amazing customer service along with the investment we have been making in our brand continues to deliver huge benefits to the business” and that “trading in the current financial year has started well”. The shares though are now down 6%, to 157p, on the back of the announcement. Hmmm, let’s take a look...

Equity Valuations vs Consumer Confidence – Scary Stuff

Published 1716 days ago

This week’s issue of Financial Orbit by Chris Bailey looks at equity valuations across the globe and compares them with consumer confidence levels. Chuck in a few issues such as structural debt and the results are scary.

Consumer Confidence is Waning whatever they tell you

Published 1724 days ago

This has important implications of for equity markets. Whatever the headlines tell you in the papers consumer confidence across the world seems to be waning rather.


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