** CORRUPTED VERSION, PLS IGNORE ** SCVR (10 Jun 2015)

Wednesday, Jun 10 2015 by
30

SORRY, THIS ARTICLE CORRUPTED,

SO I HAVE RECREATED IT FROM BACKUP HERE.

(I've left this page live, so we have a record of the comments on the original article)

Unlock this article instantly by logging into your account

Don’t have an account? Register for free and we’ll get out your way

Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested. ?>


Do you like this Post?
Yes
No
30 thumbs up
0 thumbs down
Share this post with friends



Dialight plc is a holding company. The Company manufactures and sells lighting products in the industrial market. It operates through two segments: Lighting, and Signals and Components. Its Lighting segment develops, manufactures and supplies light emitting diode (LED) lighting solutions for hazardous and industrial applications, and includes anti-collision obstruction lighting. Its Signals and Components segment develops, manufactures and supplies status indication components for electronics original equipment manufacturers, together with industrial and automotive electronic components and LED signaling solutions for the traffic and signals markets. Its LED lighting solutions include Vigilant Industrial Solutions, DuroSite Industrial Solutions and StreetSense Infrastructure Solutions. Its LED signaling solutions include transportation signals, obstruction signals and SafeSite hazardous area signals. Its indication solutions include Circuit Board Indicators and Panel Mount Indicators. more »

LSE Price
314.2p
Change
6.5%
Mkt Cap (£m)
96.0
P/E (fwd)
9.1
Yield (fwd)
3.5

1pm plc is a holding company. The Company provides financial services to the United Kingdom businesses. The Company finances a range of business assets to small and medium sized enterprises (SMEs). The Company offers small business loans, lease finance and hire purchase. The Company's leasing portfolio consists of a mixture of sectors and assets, such as garages, cleaners, fish and chip shops, and beauty salons. The Company offers equipment finance and hire purchase finance for various assets, such as Beauty equipment; Cleaning equipment; Manufacturing equipment; Medical equipment; Gym equipment; Catering/kitchen equipment; Restaurant/cafe/pub equipment; Copiers, faxes, scanners, projectors and printers; Security systems; Construction equipment; Furniture; Computers/Servers and hardware, and Telecoms equipment. The 1pm SME loan product is available to various businesses. The money borrowed can be used for various purposes, such as Audit fees, cash flow and Website design. more »

LSE Price
26.75p
Change
-5.6%
Mkt Cap (£m)
24.8
P/E (fwd)
4.6
Yield (fwd)
3.9

Shoe Zone plc is a footwear retailer in the United Kingdom and the Republic of Ireland. The Company offers women's shoes, men's shoes, boy's shoes and girl's shoes. The Company's online offering combined with its store network enables customers to shop through multiple channels. The Company operates from a portfolio of approximately 550 stores. Its customers purchase all of the products available in stores, as well as an additional approximately 400 product styles. The Company sells over 20 million pairs of shoes per annum. The Company has operations in various countries, including Germany, Italy, Spain and France. The Company's distribution center is located in Leicester, England. The Company's subsidiaries include Castle Acres Development Limited, Shoe Zone Retail Limited, Zone Property Limited, Zone Group Limited, Shoe Zone (Ireland) Limited, Shoe Zone Pension Trustees Limited, Stead & Simpson Limited, Zone Footwear Limited, Zone Retail and Walkright Limited. more »

LSE Price
216p
Change
-1.8%
Mkt Cap (£m)
109.9
P/E (fwd)
12.4
Yield (fwd)
5.3



  Is LON:DIA fundamentally strong or weak? Find out More »


29 Comments on this Article show/hide all

ericb 10th Jun '15 10 of 29
3

In reply to post #100801

Would be nice of you to state your position at Vox if you are plugging it, Martin Luke Chief Executive Officer at Vox Markets, in accordance with your aims:
Professional market participants applying their high ethical standards to encourage reasoned debate and quality content.
:-)


| Link | Share | 1 reply
carmensfella 10th Jun '15 11 of 29
7

EricB...I think you are being a bit harsh on Martin there. He has offered a service that is freely available for private investors and fully answered the question about broker notes from another poster. He mentioned that the site was still in Beta testing and unlikely to be hard launched until September so it was clear Martin was knowledgable and linked to Vox.
I personally battle to have as much information as possible freely available to individual investors and not just institutions including company presentations, broker research and notes so when someone appears to be helping and on our side I think it is good to encourage them.
Vox Markets presented at the recent Mello workshop event in Peterborough and Martin helped by hosting two workshops so many here will know him.

David

| Link | Share | 1 reply
Damian Cannon 10th Jun '15 12 of 29
2

In reply to post #100815

I tend to agree David, and I like the Vox site, but I think that Martin would be sensible to make his connection explicit in the future. Not to do so invites comment and more transparency is always better in these circumstances.

That said I think that Vox Markets is a potentially game-changing site for private investors in terms of providing access to hard-to-find information.

Damian

NB I have no connection with Vox other than as a satisfied customer!

Blog: Ambling Randomly
| Link | Share
00mrmark00 10th Jun '15 13 of 29

In reply to post #100801

Thanks Martin, I'll check it out. Cheers Mark

| Link | Share
herbie47 10th Jun '15 14 of 29
3

In reply to post #100807

The only problem with SCVR videos is there is no indication on here about them. Say I was to look at WYG there is no link or anything to say see Paul's SCVR dated 9/6/15 on youtube.

| Link | Share | 2 replies
rick 10th Jun '15 15 of 29
1

In reply to post #100848

Good point herbie. Having a historical paper trail is very useful.

| Link | Share
colinhow 10th Jun '15 16 of 29
1

We really do need better input interfaces for computers!

Two things have really sorted out my RSI though:
- upright mouse (I'm a fan of both Evoluent VerticalMouse and M618 (cheaper))
- daily forearm stretches (you think they're not doing anything, but they are. The key is doing them every day)

The upright mouse required the least amount of re-adjustment of familiarity with normal mouse. This page provides a good overview: http://www.republicoft.com/2010/10/20/evolving-the-perfect-mouse/.

It took about a year but now it has almost completely gone away, and my computer usage has not dropped significantly.

Hope it helps :)

| Link | Share | 1 reply
JollyBiologist 10th Jun '15 17 of 29

Hi Paul. Very sorry to hear about RSI. Have you tried speech recognition software? Dragon naturally speaking is, despite the name, an excellent product - very easy to learn and use and can save you hours of typing. Saved my tendons over the years...

| Link | Share
Ramridge 10th Jun '15 18 of 29

Hi Paul -
Re. Boohoo.Com (LON:BOO) I am also a great fan of BOO and hold a long position. I believe this share has got legs and I'll most probably top up when there is a pull back.

Without re-opening the debate of StockRanks and how useful they are, I am curious to know why BOO's StockRank is a lowly 28 (V=19, Q = 86, M=7) ?

| Link | Share | 1 reply
Daniel Neale 10th Jun '15 19 of 29

Hi Paul,

Is there evidence of continued use of Vloggers by Boohoo or was it just more of a one off thing? Also what's to stop the competition using them as well? These people represent a great way for other companies to get low cost marketing, avoiding the expensive sunk costs of advertising that you said might prevent competition from entering the market.
Of course there is also the argument that Boohoo already faces huge competition, not just from ASOS, but from all the other retail clothing stores that are expanding or improving their online offering, and might struggle to maintain market share versus other brands like H&M, Zara, or Uniqlo for example.

I should mentioned that I do actually agree with you that Boohoo looks like a company with great potential, I'm just picking my brain for the bear case...
I definitely do think that the launch of their app should be a huge step forward.

On a completely separate side note, I for one would love it if here on Stockopedia you started a Richard Beddard style portfolio of all the shares that you think are buying opportunities etc. Thoughts on this?

| Link | Share
whitepjs 10th Jun '15 20 of 29

In reply to post #100801

Hi Martin

Prompted by your post I registered, but I'm struggling to find any broker notes. There's lots of useful info, but then that info is already here on Stockopedia and on other free sites. Am I missing something, or is the extra stuff due to be added when the site goes properly live?

Rgds

David

| Link | Share | 1 reply
Paul Scott 10th Jun '15 21 of 29
2

In reply to post #100848

Hi Herbie,

OK I've fixed this problem. As from today, I will put in a Tag into the written SCVR which will link in the companies that I report on in the day's video too. Plus I'll mention at the end of each report which companies are in that day's video.

Obviously I can only do this near the end of the day, once the video is live, and the written report is also finished. But it should now pull all the content together, so that you can easily search for video comments from me, as well as written comments.

There are also now links in the YouTube videos, in the description section, where you can click to go direct to my comments on a particular company.

Cheers, Paul.

| Link | Share | 1 reply
herbie47 10th Jun '15 22 of 29

In reply to post #100876

Thanks Paul that is great. End of day is not a problem as long as when I click on discuss on the StockReport it comes up.

| Link | Share
herbie47 10th Jun '15 23 of 29

In reply to post #100861

I think its many to do with sp movement, if you compare it with £ASOS, which has V 8, Q 81, M 85 SR 60 you can see Boo is higher apart from momentum. Boo sp has halved since Sept 19th. Ok its probably not as simple as that. If you do a comparison with Asos its quite interesting apart from the share price Boo is rated higher in nearly everything else. I sold Asos and I'm in Boo now. Oh I think value looks high because its sector is mainly high street retailers. StockRanks are very useful but there are a few anomalies.

| Link | Share
martinluke 11th Jun '15 24 of 29

In reply to post #100875

Hi David,

It depends how you have registered, if (as I suspect) you have registered as a everyday investor then unfortunately due to "the financial promotions act", retail clients are not allowed access to broker notes and we therefore have to hide these from view. The act, in my mind is a ridiculous one but our hands are tied on this issue and if we were lax on this then our partners (i.e. the broker) would stop providing the information/notes.

Best

Martin

| Link | Share
martinluke 11th Jun '15 25 of 29
1

In reply to post #100810

ericb

I apologies if you think i was not being transparent, it certainly wasn't my aim, although you are correct I should have stated that in the post. My aim was to help provide access to information to a fellow investor and certainly not to hoodwink anyone.

Best

Martin

| Link | Share
Ramridge 11th Jun '15 26 of 29

Interesting review of Boohoo.Com (LON:BOO) by Tempus in the Times today 11/6.
He generally likes the company, but "Given the importance of summer trading, this looks too early to buy. "
His advice is to avoid as it is too soon since profit warning.

| Link | Share
cig 11th Jun '15 27 of 29

In reply to post #100852

Another mouse that's good for RSI sufferers: http://www.swiftpoint.com/ It's easy to get used to and portable.

| Link | Share
Paul Scott 11th Jun '15 28 of 29

Thanks for the suggestions re vertical mouse to alleviate my RSI. I've just ordered two - for Hove and London, so hopefully they will make things a bit easier.

Regards, Paul.

| Link | Share
colinhow 12th Jun '15 29 of 29


Hope it helps Paul. Just to manage your expectations though it took quite a while to have an impact for me, about a year I think. Now though I couldn't be happier :)

Cig, re swiftpoint very interesting, I haven't seen that one before, thank you.


Edit: incidentally the forearm stretches are really key too, especially the ones on this page: 

http://www.thewells-clinic.co.uk/blog/getting-to-g...

They are very easy to do anywhere (on the train, watching TV, in meetings ;) etc. )

| Link | Share

Please subscribe to submit a comment



 Are LON:DIA's fundamentals sound as an investment? Find out More »



About Paul Scott

Paul Scott

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for Stockopedia.com on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese! more »

Follow



Stock Picking Tutorial Centre



Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis