Morning all!

SThree ( SThree (LON:STHR) ) – 345p – £450.2m – PER 11.2

Q3 Trading Update – Gross Profit up 13% (84% of this comes from outside the UK) – Confident of FY prospects.

Last time I looked at this company (in July) I said “Stockopedia (StockRank 92) still likes this more than I do – I remain Neutral”. That StockRank now stands at 79 and I still remain Neutral.

Connect ( Connect (LON:CNCT) ) – 37p – £91.6m – PER 3.24

Trading Update For Q1 Of The Financial Year To End August 2018 – The bad news just continues, even worse, an “organisation review” is now in progress, that’s a good idea!

This is going on my Avoid list for now and I will cease coverage until I see some positive news.

Character ( Character (LON:CCT) ) – 500p – £106.1m – PER 10.7

Trading Update For The 12 Months To End August 2018 – H2 strong as anticipated with record UK sales. FY to “comfortably reach market expectations”. Confident for autumn/winter (Christmas).

Still like this but not quite enough, I remain Neutral and will keep an eye out for Broker notes and those final results in November.

Avon Rubber ( Avon Rubber (LON:AVON) ) – 1390p – £431.2m – PER 19.0

Trading Update Ahead Of Year Ending September 2018 Close – H2 has continued to be strong, FY Adjusted PBT to be in-line with the Board’s expectations. Order book strong going into next year.

Not a huge amount in this update to be fair. Again I will comment, I always keep saying I think it’s fairly priced (and all it’s done is gone up in price) – But I really do think it’s fairly priced so I am going to take it off my Watchlist (it was on there with me waiting for a pullback (Doh!)) and go Neutral for now.

As always, all comment most welcome!

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