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SIF Folio: D4T4 has good data but lumpy progress is a risk

As I hoped, last week’s results from SIF folio stocks Motorpoint Group and Character Group were showed decent progress at both firms.

Graham and Paul covered both sets of results in last Thursday’s SCVR report, which you can read here. I won’t repeat their excellent commentary, but one thing I would like to add is that Motorpoint continues to qualify for my stock screen based on its latest trading results. So it seems that leaving the portfolio’s holding untouched last week was the right thing to do.

SCVR to the…

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