ENERGY and ALTERNATIVES

Should investors Average Down
Alex Naamani | 6 comments

Averaging down is a strategy whereby investors buy shares in a company and then purchase additional shares if the share price drops. Some investors feel comfortable with this strategy, as it this lowers the average purchase price and also lowers the breakeven point for a…

Ben Hobson | 7 comments
Correlate this  when is buying more stocks not enough

In the mid-1990s a pharmacist from west London called Jayesh Manek won the Sunday Times Fantasy Fund Manager competition two years running. So when he started…

Edison Investment Research
Significant partnership agreements established

Deinove’s agreement with Sofiproteol, alongside those signed with Suez Environnement and Abengoa, demonstrates progress is being made towards commercialisation of its technology, although we do not…

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

A galvanising investment
Edison Investment Research

Zinc has outperformed all other major metals, rising 23% since 2012. Teck derives 25% of revenue and 38% of its gross profits from zinc operations. Developments in the company’s zinc operations, combined with overall efficiency improvement, pave the way for a shift in focus toward zinc production and the potential for increased profitability.

Edison Investment Research
FY14 net cash increased by US9m

Orosur’s FY14 results showed a considerable strengthening of its cash position and beat its targets for production and costs. Its effective exploration spend has also meant…

Edison Investment Research
EGM lowgrade cycle persists but end in sight

In its trading statement released last week, Pan African Resources (PAF) indicated that EPS for the year ended 30 June 2014 (scheduled for release on 16…

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

StockRanks  upgrades and downgrades  September 30th
Alex Naamani

This column usually focuses on companies that have moved up, or dropped down, the QVM rankings. We will take a slightly different approach this week and focus solely on companies that have jumped in the QualityRank.It is true that market factors like quality, value and…

Paul Scott | 15 comments
Paul Scott Profile Image

Good morning! What an interesting day yesterday, I saw five company presentations in total, and briefly comment as follows;Pennant International (LON:PEN) - Met the CEO, Chris…

Edison Investment Research
Building Family brands

Entertainment One’s investor presentation highlighted the growth in its Family division, which doubled in size in FY14 (to 10% of group EBITDA) driven by growing licensing…

Edison Investment Research
Platform strengthens waiting on deal flow

While the wait for further major big data deals goes on, a number of deals are still expected to close this year and the company continues…

Popular Companies

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


RETAIL and CONSUMER

Edmund Shing | 11 comments

OK, so I am misleading you - in the title of this post, I ask the question "Why do punters love AIM so much?", when I know the answer. It is like lottery gambling, where you are hoping to strike it rich by unearthing a…

Ben Hobson
What UK investors need to know about US Stock Exchanges

Many of the world’s most successful investors have made their fortunes in the United States but as a wise man once said: “A fool and his…

Alex Naamani
StockRanks  upgrades and downgrades  September 16th

We recently wrote an article on some of the cyclical companies which were qualifying for Stockopedia’s GuruScreens. Although cyclicals have outperformed the FTSE 100 since around…

ExpectingValue | 1 comment
What place does a housebuilder have in your portfolio

As a value guy, I’m not really sure. If I were to take a stab at valuing a housebuilder, it would comprise of two elements. It’s…

Popular Companies

Tesco Share Price & Company Profile TSCO British American Tobacco Share Price & Company Profile BATS accesso Technology Share Price & Company Profile ACSO Norcros Share Price & Company Profile NXR J Sainsbury Share Price & Company Profile SBRY Media Corp Share Price & Company Profile MDC Solo Oil Share Price & Company Profile SOLO Falkland Islands Holdings Share Price & Company Profile FKL Taylor Wimpey Share Price & Company Profile TW.


BANKS, FINANCIALS and INSURANCE

Franchise growth revenue to follow
Edison Investment Research

IFG’s significant investment in its core UK retirement wealth planning and personal advisory businesses has led to significant franchise growth. James Hay net asset inflows were up 110% on H113 and Saunderson House new client additions were up 75%. This client growth has yet to be fully reflected in income but has required staff hiring (mainly in 2013) and cost. Looking forward, lagged revenue growth should improve financial performance. The disposal of non-core businesses leaves…

Edison Investment Research
SUperb growth continues

S&U had promised excellent growth. It delivered even more than was expected. It saw a 73% increase in motor transactions and home credit, which has been…

Edison Investment Research
Maiden interims show strong profit growth

NAHL’s maiden interim results show underlying 26% continuing operating profit growth on a 6% growth in continuing operations revenue (driven by enquiry growth and online lead…

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 | 19 comments

Good morning! I hope you enjoyed the Bank Holiday as best the weather permitted.It's interesting to note that the US market (the S&P 500) hit a new all-time high yesterday. People keep saying that the market is overvalued, but it still wants to go up…

Paul Scott | 12 comments
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Good morning!Tangent Communications (LON:TNG)Share price: 7.5pNo. shares: 277.1mMarket Cap: £20.8mFrom what I can make out, this is basically a company that prints marketing material, through its …

Alex Naamani
Are we investing in overseas markets in the right way

The case for overseas investing is clear. Many UK stocks are heavily exposed to British economic and political factors. It follows that a stock portfolio which…

Paul Scott | 16 comments
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Good morning!Zytronic (LON:ZYT)Share price: 246pNo. shares: 15.2mMarket Cap: £37.3mIt's a pleasant start to the day for shareholders in this English maker of high-end touch sensitive screens.…

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


REAL ESTATE & CONSTRUCTION

Continuing to deliver
Edison Investment Research

Safestyle UK’s model continues to deliver outperformance in a growing market. Good progress has been achieved in H1 and we expect the company to at least match our existing FY14 estimates. Investor sentiment has cooled towards housing market exposure in recent months but we believe the RMI sector has good momentum. A 4.9% yield and 11.4x P/E ratio offer good growth and income value.

Alex Naamani | 2 comments
StockRanks  upgrades and downgrades  August 5th

It has been a difficult week for the markets. The FTSE 100 has fallen by 1.7% as geopolitical tensions intensify in Eastern Europe and the Middle…

Paul Scott | 25 comments
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Good morning! For anyone interested, I interviewed renowned small caps investor David Stredder last night, and webcasted it. Click here to listen. If people like the…

Paul Scott | 12 comments
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Good morning. It's eerily quiet for announcements today, but there are a couple of interesting things that have caught my eye.Laura Ashley Holdings (LON:ALY)Share price: 27.25pNo.…

Popular Companies

Kentz Share Price & Company Profile KENZ Balfour Beatty Share Price & Company Profile BBY Silverdell Share Price & Company Profile SID Newriver Retail Share Price & Company Profile NRR Michelmersh Brick Holdings Share Price & Company Profile MBH Inland Homes Share Price & Company Profile INL British Land Share Price & Company Profile BLND Carillion Share Price & Company Profile CLLN Quintain Estates And Development Share Price & Company Profile QED


INDUSTRIALS & UTILITIES

Paul Scott | 13 comments

Good morning!Synety (LON:SNTY)Share price: 185pNo. shares: 8.4mMarket Cap: £15.5mShares in this micro cap cloud telephony company have taken a battering this morning, down 35p or nearly 15%, on publication of interim results to 30 Jun 2014. I don't tend to take much notice of share…

Paul Scott | 12 comments
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Good morning! Busy day for me today, as I have to get this report written, and then meet management of Spaceandpeople (LON:SAL) for lunch, to discuss…

Paul Scott | 32 comments
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Good morning!Judges Scientific (LON:JDG)Share price: 1297pNo. shares: 6.0mMarket Cap: £77.8mThese shares had been recovering from the shock profit warning in Jul 2014, but today they have…

Elias Jones
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Apc Technology (LON:APC) founded in 1982 is an AIM listed specialist distributor of electronic components, who have in recent times followed a potentially transformational diversification strategy…

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