ENERGY and ALTERNATIVES

Paul Scott | 19 comments

Good morning, and welcome to the first SCVR of 2015. I hope you are suitably refreshed from the festive break, and raring to go!Unfortunately it doesn't look like many companies are raring to go today, with only one set of results, and no trading statements…

Paul Scott | 13 comments
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Good morning.Afren (LON:AFR)Share price: 8.0p (down 55% today)No. shares: 1,108mMarket Cap: £88.6mI don't normally report on the resources sector, but there are lots of interesting things…

Edward Croft | 32 comments
New Year Naps  Top 10 Stocks for 2015

When I first started subscribing to stock market tip sheets in the 1990's, the concept of “New Year Naps" popped onto my radar. Many tip sheets…

Ben Hobson
How to hunt for deep value stocks with bravery over patience

Everyone loves a bargain but choosing a strategy for finding mispriced shares isn't as simple as it seems. Eighty years after Ben Graham and David Dodd…

Popular Companies

SOCO International Share Price & Company Profile SIA BP Share Price & Company Profile BP. Aminex Share Price & Company Profile AEX EnCore Oil Share Price & Company Profile EO. Rockhopper Exploration Share Price & Company Profile RKH Dana Petroleum Share Price & Company Profile DNX Xcite Energy Share Price & Company Profile XEL Desire Petroleum Share Price & Company Profile DES Tullow Oil Share Price & Company Profile TLW


RESOURCES and MINING

Solid Q414FY14 production results outweighed by weak commodity sentiment
Edison Investment Research

MMG reported robust Q414 and FY14 operating results, achieving record copper production and sales. While FY15 guidance points to lower copper and zinc output, we believe that the key market focus remains on bringing the Las Bambas project into production on time and on budget, as well as on the commodities price performance. With Las Bambas on track and copper looking oversold and set to recover, we expect MMG shares to be supported in the…

Edison Investment Research
Q414 and FY14 results preview

Edison has adjusted its Q414, FY14 and FY15 financial forecasts to reflect both the current price of gold and silver and the price prevailing during the…

Edison Investment Research
Commissioning of leadsilver circuit commences

Arian has announced that it has completed the mechanical construction of the lead-silver circuit at San José and has begun the staged commissioning of its processing…

Paul Scott | 28 comments
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Good morning!Vislink (LON:VLK)Share price: 48.6pNo. shares: 122.6mMarket Cap: £59.6m(at the time of writing I hold a long position in this share)Trading update - good news for…

Popular Companies

Cove Energy Share Price & Company Profile COV BHP Billiton Share Price & Company Profile BLT Red Rock Resources Share Price & Company Profile RRR Arian Silver Share Price & Company Profile AGQ Bahamas Petroleum Share Price & Company Profile BPC Medusa Mining Share Price & Company Profile MML Sirius Minerals Share Price & Company Profile SXX Centamin Share Price & Company Profile CEY Rio Tinto Share Price & Company Profile RIO


MEDIA and TECHNOLOGY

Paul Scott | 31 comments

Good morning!Dialight (LON:DIA)Share price: 732p (up 10.8% today)No. shares: 32.5mMarket Cap: £237.9m(disclosure: I have a long position in this share at the time of writing)Final results for the year ended 31 Dec 2014.It strikes me as odd that the market has reacted so positively this…

Paul Scott | 39 comments
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Good morning! I have to rattle through things this morning, as there's still some more preparation to be done for the ShareSoc Masterclass this afternoon, where…

Paul Scott | 11 comments
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Good morning! I was settling down to my evening meal last night, when the phone rang. It was the CFO of Avation (LON:AVAP). I had been…

Paul Scott | 23 comments
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Good morning! I'm running a little late today, due to having a jolly old time last night at a wonderful event organised by ShareSoc, and kindly…

Popular Companies

Vodafone Share Price & Company Profile VOD Globo Share Price & Company Profile GBO Innovation Share Price & Company Profile TIG Software Radio Technology Share Price & Company Profile SRT Vislink Share Price & Company Profile VLK Avanti Communications Share Price & Company Profile AVN Indigovision Share Price & Company Profile IND RCG Holdings Share Price & Company Profile RCG Phorm Share Price & Company Profile PHRM


RETAIL and CONSUMER

ExpectingValue | 2 comments

I was browsing Stockopedia the other day and came across an article on Next. I like Next – it's a clear success story and an excellent company. Aside from the interesting article itself, there was also a fascinating comment about the quality of the team…

Fat Prophets
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Cineworld combined with Cinema City a year ago and is now Europe's second largest cinema chain.  The group's resilience over the financial crisis shows how consumers…

Edmund Shing
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Watch my video interview on Kingfisher here (click on link below):IB Times UK Video: The Attractions of B&Q, Screwfix owner KingfisherKingfisher (LON:KGF), the owner of DIY…

Paul Scott | 29 comments
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Good morning!Avation (LON:AVAP)Share price: 126.5p (down 9% today)No. shares: 55.2mMarket Cap: £69.8mInterim results - for the six months to 31 Dec 2014 are out today. This…

Popular Companies

Tesco Share Price & Company Profile TSCO British American Tobacco Share Price & Company Profile BATS Norcros Share Price & Company Profile NXR accesso Technology Share Price & Company Profile ACSO J Sainsbury Share Price & Company Profile SBRY Media Corp Share Price & Company Profile MDC Solo Oil Share Price & Company Profile SOLO Unilever Share Price & Company Profile ULVR ASOS Share Price & Company Profile ASC


BANKS, FINANCIALS and INSURANCE

GuruScreen movers  Feb 10th  Financials under the spotlight
Alex Naamani

The banks are in trouble again. US prosecutors are weighing up criminal charges against HSBC, amid news that the bank may have helped wealthy clients across the world evade millions of pounds in tax. Of course, this is not the first time banks have been…

Edmund Shing
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Who's next in the Lloyds insurance serial takeover saga? First Catlin (LON:CGL) is acquired by US reinsurer XL for over 700p per share, then last week…

Rupert Hargreaves
The Superinvestors of GrahamandDoddsville Tweedy Browne

This is the second part of a six part series on Warren Buffett's famous essay, The Superinvestors of Graham-and-Doddsville, in which he reiterated the principles of…

Edison Investment Research
Net client inflows on their way

Record has reported that assets under management equivalent (AUME) in dollar terms were broadly flat in the quarter to December 2014, with net inflows amounting to…

Popular Companies

Lloyds Banking Share Price & Company Profile LLOY Aviva Share Price & Company Profile AV. Royal Bank of Scotland Share Price & Company Profile RBS Barclays Share Price & Company Profile BARC Polo Resources Share Price & Company Profile POL HSBC Holdings Share Price & Company Profile HSBA Conygar Investment Co Share Price & Company Profile CIC Man Share Price & Company Profile EMG Albemarle & Bond Holdings Share Price & Company Profile ABM


HEALTHCARE & PHARMACEUTICALS

Paul Scott | 2 comments

Good morning!It's quiet for results again today, so I've had a lie-in. Therefore please refresh this page from time to time, the full report should be up by about 2pm today.Manx Telecom (LON:MANX)Share price: 188pNo. shares: 113.0mMarket Cap: £ 212.4mTrading update - sounds reassuring, with…

Paul Scott | 5 comments
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Good morning! Not much news today, as usual for a Friday. I'm going to write a brief report today, as I have to prepare to give…

Paul Scott | 5 comments
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Good afternoon! My last report of the week, and the last one from Las Vegas. I was out & about again last night, having a Thanksgiving…

Paul Scott | 15 comments
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Good morning!Utilitywise (LON:UTW)Share price: 207.5pNo. shares: 74.7mMarket Cap: £155.0mTrading update - today's update relates to H1 of y/e 31 Jul 2015, so it's covering the six…

Popular Companies

GlaxoSmithKline Share Price & Company Profile GSK AstraZeneca Share Price & Company Profile AZN PuriCore Share Price & Company Profile PURI Deltex Medical Share Price & Company Profile DEMG Immunodiagnostic Systems Holdings Share Price & Company Profile IDH Tristel Share Price & Company Profile TSTL Anpario Share Price & Company Profile ANP Sareum Holdings Share Price & Company Profile SAR SkyePharma Share Price & Company Profile SKP


REAL ESTATE & CONSTRUCTION

Paul Scott | 24 comments

Good morning! I trust everyone had a relaxing break over Christmas. Four days of the markets being closed is enough for me, so it's good to be once again getting an adrenaline fix from the markets today!As expected, there's not much in the way of…

VegPatch
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Gencor Industries (GENC US) $9.41This is a follow up to my initial piece on Net Nets (http://www.stockopedia.com/content/on-ben-grahams-...) where I mentioned Gencor (GENC US) and follows on…

Edmund Shing | 3 comments
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What should be the investors' mantra in 2015? I would vote for: “Income, income, income", given the paltry interest rates on offer from bank and building…

Alex Naamani
Stockranks Upgrades amp Downgrades 6 January BVS CLLN

CarillionCarillion has a StockRank of 94, up from 88 last week.Carillion has strong revenue visibility for 2015 of 85%, based on expected revenue and on secure…

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Kentz Share Price & Company Profile KENZ Balfour Beatty Share Price & Company Profile BBY Silverdell Share Price & Company Profile SID Inland Homes Share Price & Company Profile INL Newriver Retail Share Price & Company Profile NRR Michelmersh Brick Holdings Share Price & Company Profile MBH T Clarke Share Price & Company Profile CTO British Land Share Price & Company Profile BLND Carillion Share Price & Company Profile CLLN


INDUSTRIALS & UTILITIES

Paul Scott | 17 comments

Good morning!MySale (LON:MYSL)Share price: 52pNo. shares: 150.6mMarket Cap: £78.3mInterim results - the company had already warned on profits, so poor results were expected. That said, I'm feeling negative about the company reading these figures. It looks to me as if their business model is questionable.…

Paul Scott | 15 comments
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Good afternoon!A late reminder, it's the Mello Beckenham tonight, and I've got a couple more investor events to mention tomorrow.DX (Group) (LON:DX.)Share price: 95pNo. shares: 200.5mMarket…

Paul Scott | 54 comments
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Good morning! Here we go again, another week of reports. It's quiet for news today, so a leisurely start to the week.New audiocast - for anyone…

Popular Companies

National Grid Share Price & Company Profile NG. Severn Trent Share Price & Company Profile SVT Vianet Share Price & Company Profile VNET Aero Inventory Share Price & Company Profile BAE Systems Share Price & Company Profile BA. Volex Share Price & Company Profile VLX Centrica Share Price & Company Profile CNA Parkmead Share Price & Company Profile PMG SSE Share Price & Company Profile SSE