Headlam warns again... Time to buy?

Published 69 days ago

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…

Shoe Zone – full-year results, a value proposition looking suited to the challenging consumer environment

Published 71 days ago

Shoe Zone (SHOE) has announced results for its year ended 29th September 2018 and that it is “positive about the outlook for the remainder of the year”, currently “trading ahead of previous market expectations”

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

Published 76 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…

easyJet's correlation with the Brexit fear factor

Published 125 days ago

easyJet (EZJ) shares lost a bit of altitude yesterday and it was not really clear why, with profits growth of 41% aided by a revenue expansion of 17% and helped by the company pushing up ancillary seat revenue and continuing to push out an ongoing cost saving programme. Meanwhile income investors were well served with the ordinary dividend being pushed up 43%. The share is now yielding basically 5%. However, and despite dubbing itself the ‘best performing airline in Europe in 2018’, shares in the company fell back around 5% due seemingly to the ‘B’ word...

We are at that stage of the cycle where bombs are going off

Published 176 days ago

Ten years after the Great Recession’s onset, another long, deep downturn may soon roil the U.S. economy. The high level of asset prices today mirrors the earlier trend in house prices that preceded the 2008 crash; both mispricings reflect long periods of very low real interest rates caused by Federal Reserve policy. Now that interest rates are rising, equity prices will fall, dragging down household wealth, consumer spending and economic activity.

Hotel Chocolat – Scandinavian development agreement, ‘recent share price weakness unwarranted’? Hmmm…

Published 242 days ago

Shares in Hotel Chocolat (HOTC) are currently more than 5% higher, heading towards 350p, on the back of the announcement of a “Scandinavian Development Agreement”. Further gains to come?...

Hotel Chocolat – profit expected to “be in line with market expectations”, but that enough for the valuation?

Published 251 days ago

Previously writing on Hotel Chocolat (HOTC) it was interims emphasise “another period of strong progress”… but progress enough for the valuation?. Now a trading update for the company’s year ended 1st July 2018…

Tandem Group – AGM Statement, there’s trading “more challenging” and then there’s…

Published 271 days ago

Writing previously on sports, leisure and mobility equipment group Tandem (TND) in March, I noted I question whether it’s to be profit warning ahoy down the line and was thus cautious. Today an AGM update…

We May Not Be Able to Set Much Store on this Store's Shares Soaring

Published 298 days ago

Hello, Share Magnates. As I become ever more worried about the prospects of High Street chains, I need to express concerns about Dunelm (DNLM), the household goods purveyor. For one thing, it gave a warning on May 25 that trading conditions were worse than it had expected.

Retailer desperation at Kingfisher, Carpetright, Mothercare and Moss Bros

Published 370 days ago

The stock market is of course the best soap opera in the world and today's episode has a distinct retail focus and stars comedy profit warnings, hedge fund bailouts, inevitably the banks and well paid CEOs working very earn less money. Given the structural shifts online, suppressed consumer spending capabilities and everything else we should not really be that surprised.

Tasty – 2017 results, “significant positive changes throughout 2018”?

Published 378 days ago

Wildwood and dim t UK restaurant company Tasty (TAST) has announced results for the 2017 calendar year – with “highlights including; “Revenue up 9.7% to £50.3m” and “The financial performance of the group was in line with the board's revised expectation”. Hmmm, “revised expectation” hey…

Fulham Shore – an intra-day (3:36pm) “Trading Statement”. Uh oh…

Published 382 days ago

Previously writing on The Real Greek and Franco Manca operator Fulham Shore (FUL) in September it was ANOTHER restaurant group profit warning. Yesterday afternoon (3:36pm) saw a “Trading Statement” announcement from the company. Uh oh…

Sainsbury Joins Morrisons on my 'Less-Than-Enthusiastic' List

Published 439 days ago

Hello, Share Trudgers. Following my less-than-enthusiastic article on Morrisons (MRW) yesterday, I now turn a jaundiced eye on its rival Sainsbury (SBRY).

Goals Soccer Centres – a month after interim results disappointment, “directorate change”

Published 530 days ago

Following a 12th September interim results announcement which saw me consider it clearly tough operating conditions and (further) forecast downgrades ahoy, Goals Soccer Centres (GOAL) has now made a “Directorate Change” announcement…

Goals Soccer Centres – argues “significant strategic progress” & “early signs of turnaround”, so why are the shares lower?

Published 560 days ago

A half year 2017 results announcement from Goals Soccer Centres (GOAL) is headlined “significant strategic progress in the period, early signs of turnaround”. The shares have responded… er, currently at 93.5p, more than 10% lower!...

Cambria Automobiles – review as shares down on “in line” AGM trading update

Published 811 days ago

Despite being “pleased to announce” an AGM trading update, shares in UK automobiles company Cambria (CAMB) are currently a couple of percent lower, below 60p, on the back of it…

Next! Profit warning ahoy…

Published 811 days ago

I cannot remember the last time I set foot in a Next (NXT) shop, but then I am not really much of a shopper. It seems I am not alone as in a trading update today Next mused that in the year up to and including Christmas Eve full price sales were down -1.1% on last year.

The longer term prospect for British US dollar earning companies

Published 1721 days ago

It was my belief some months ago, when trying to anticipate events against then current individual share valuations of dollar earners, that Sterling would be weaker against the dollar and the Euro, thus improving profits from such companies. That was in part based on my view (I have been a long term bull of the US economy) that America’s economic recovery would not only be sounder that that in the UK, but also that interest rates would, for that reason, be expected to head higher than ours. This would attract overseas institutions to the US dollar, pushing John Bull’s - no one seems to refer to him anymore so I am bucking the trend - pound lower against Uncle Sam’s dollar. How wrong I was!


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