2012 Year-End Review

Saturday, Dec 29 2012 by
4

Well that's almost it for 2012, apart from a half day's trading on Monday 31st December, so I thought this would be a good time to review the share selections from my Blog, in its first year. So, bearing in mind that's it's been a good year for small caps generally, how have my main stock picks here fared? Pretty well actually!

Let the figures do the talking! 63% average gain over 8 stocks - RESULT!!! What is even more remarkable, is that this is over 6 months, not even a year! OK, I got lucky with the timing, and I also got lucky with some great stock picks (!!!). But also I only bought things that were cheap.

Here is a table of all my main articles here this year, and the average % gain (excludes dividends, but also excludes bid/offer spread & dealing costs);


Here is a review of my "main write-ups" articles here from this year.

Main Writeups

On 18 June I wrote about £QED , with the shares at 38p, after attending a meeting with management. My conclusion was that the shares had good upside potential, targeting 60p. It proved to be a well-timed trade, although I more recently went cool on the shares, and banked the profits. I am neutral on QED at the moment, because the NAV keeps going down, and it's difficult to see how shareholder value will be outed, unless there is a takeover. It's beginning to look rather too much like a company that exists mainly for the benefit of its staff and Directors, rather than its shareholders (similar to quite a few other property companies, e.g. Inland).


Shortly afterwards, on 21 June I reviewed results from £NXR and saw good upside. They were 11p then, they are 13.25p now, a 20% increase, plus they pay a decent divi. Although the quoted Bid/Offer spread can be particularly bad with NXR, so essential to get inside the spread using a proper telephone broker.

Norcros is a SETSmm stock, so a good broker can work a buy order for you at the BID price (and when you want to exit, work a sell order at the Offer price).

I cannot emphasise enough that getting a proper…

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Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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Quintain Estates and Development PLC is a United Kingdom-based company that develops and invests in London property. The Company has four operating segments: Wembley, which consists of investment and development assets at Wembley Park; London Portfolio, which consists of investment assets in London and the WELPUT asset management services; Quercus, which includes asset management of and share of results due to investment in the Quercus Healthcare Fund, and Non-core, which consists of other property investments and the Quantum joint venture. The Company's subsidiaries include English and Overseas Properties Plc, HHW Hotel 2 Limited, HHW Hotel 4 Limited, Letterbag Limited, Listed Offices Limited and Permitobtain Limited, among others. more »

LSE Price
141.25p
Change
-0.9%
Mkt Cap (£m)
n/a
P/E (fwd)
n/a
Yield (fwd)
n/a

Norcros Plc is a holding company for the Norcros Group. The Company's principal activities include development, manufacture and marketing of home consumer products in the United Kingdom and South Africa. The Company's segments include UK and South Africa. The Company has six United Kingdom businesses, including Triton Showers, Vado, Croydex, Abode, Johnson Tiles and Norcros Adhesives, and three businesses in South Africa, including Johnson Tiles South Africa, TAL and Tile Africa. The Company is focused on showers, taps, bathroom accessories, tiles and adhesives. In the United Kingdom, the Company offers a range of bathroom and kitchen products both for domestic and commercial applications. The Company offers mixer showers and accessories; tile and stone adhesives; taps, bathroom accessories and valves; bathroom furnishings; ceramic wall and floor tiles; kitchen sinks; tile adhesives, pourable floor coverings and tiling tools through its United Kingdom and South Africa business. more »

LSE Price
165p
Change
 
Mkt Cap (£m)
100.6
P/E (fwd)
6.2
Yield (fwd)
4.5

Trinity Mirror plc is a national and regional multimedia content publisher in the United Kingdom, producing and distributing content through newspapers and associated digital platforms. The Company operates through four segments: Publishing, which includes all of its newspapers and associated digital publishing; Printing, which provides printing services to the publishing segment and to third parties; Specialist Digital, which includes its digital recruitment classified business and its digital marketing services businesses, and Central, which includes revenue and costs not allocated to the operational divisions. The Company publishes paid-for national newspapers and paid-for and free regional newspapers, and operates a portfolio of related digital products. Its publishing brands include the Daily Mirror, the Sunday Mirror, the Sunday People, the Daily Record, the Sunday Mail and daily titles in metropolitan cities. It also publishes Metros in each of its key metropolitan markets. more »

LSE Price
101.5p
Change
1.0%
Mkt Cap (£m)
283.7
P/E (fwd)
2.9
Yield (fwd)
6.0



  Is Quintain Estates And Development fundamentally strong or weak? Find out More »


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About Paul Scott

Paul Scott

Paul trained as an accountant, then spent 8 years as FD for a ladieswear retail chain.He became a professional small caps investor in 2002 to date.Paul writes a small caps report for Stockopedia.com on weekday mornings. He joined Fundamental Asset Management Ltd as a research associate in 2014, as part of their Small Cap Value Portfolio team. more »

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