Mon 11:06am


Real Name: Si

Occupation: Company Director

Interests: Commodities, Stocks, US Market

Simoan's Latest Comments

This share has had an amazing run since 2009, when it bottomed out at about 8p. If the company can keep growing earnings, then there's no reason why the shares couldn't continue rising. I'm a little sceptical about competitive issues though - surely there must be thousands of companies all over the world that make industrial fastenings? How come this company makes a decent margin,…

As always, it's complicated! I've banked some profits on my personal & family portfolios with Somero Enterprises Inc (LON:SOM) as it's had a great run. A lovely business, but it tends to be valued on a fwd PER of 10-12, and has now reached about 15. Perhaps that's high enough for now, I don't know? Also perhaps the main benefit from the strong dollar has…

As for the GE I will hold my tongue. I don't want to come between InvestedGeordie and Simoan!:-) All I hope is that the SCVR comments do not get like it did pre and post referendum in the run up to the GE. Yes, I'm sorry for commenting on the General Election. I normally only comment on topics Paul mentions in his reports so felt…

If you think the Tory's won't win a landslide, you are either delusional or don't understand sentiment, polling & FPTP. We are already seeing polls swinging to back Brexit, and it certainly appears to me the hardline stance of some remainers is softening towards acceptance, excitement in some cases!For the avoidance of doubt, I expect the Tories to win and get the majority they are…

I sold Somero Enterprises Inc (LON:SOM) and Avation (LON:AVAP) yesterday purely on the currency movements and bought some Next (LON:NXT) despite my previous misgivings. It's a time to bend with the wind.IMHO This is a big call. I know I am not clever enough to know what will happen with exchange rates for the rest of this week, let alone the rest of the year…

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