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Occupation: Consultant, Private Investor

Interests: Interest Rates, Property, Stocks

Twitter: @vodkaquickstep

About Me:

Part time investor of around 15 years although only seriously since around 2010. I like small caps that I can understand with quality metrics and hold around 15 stocks, most of which are under GBP50m mcap.

Drvodkaquickstep's Latest Comments

Sean Consultancies sell the expertise of their staff hence always have a relatively high cost of sales and, in the case of Waterman (LON:WTM), property lease committments. Most consultancies have operating margins of less than 10% and Waterman's have been low during the years after the recession but are firmly on their way up to 6%+ which will make a big difference to the bottom…

Very pleased to see the ongoing progress being made at IS Solutions (LON:ISL) - they attended a ShareSoc event in London back in July and it was clear to me that Celebrus offered huge potential with respect to Big Data and analytics and clearly this is starting to show through. A few snippets worthy of note: 1) Peter Simmonds now on the Board - well…

Waterman £WTM shareholders might also like my write-up here updated for 2015....

Herbie - I echo Paul's comments that Waterman's margins are improving and they have a 6% target. If you look at most (well performing) Consulting Engineers they typically have margins in the mid to high single figure area. ATKINS (ATK) and some other competitors are also trying to improve margins by reducing back-office costs and / or moving into higher margin areas such as nuclear…

Companies that will benefit from ongoing infrastructure spending will include Atkins (ATK), Waterman (WTM), Sweett (CSG), Driver (DRV) and RPS (RPS) etc. Paul - any comments on the big acquisition (reverse takeover) by Alliance Pharma (APH) today?

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