Morning all!

Henry Boot ( Henry Boot (LON:BOOT) ) – 260p – £346m – PER 9.5

Results For The 12 Months To End December 2018 – Revenue down slightly, PBT down -10% or so, EPS the same. The FY Dividend is up 13%, NAV up 12% (to 227p), Net Debt down from £29m to £18.4m.

I remain uninterested here at present.

KCOM ( KCOM (LON:KCOM) ) – 70p – £361m – PER 21

Trading Update – FY Trading and Net Debt expectations remain in-line, Final Dividend to be no less than 2p.

On a PER of 20+ with growth forecast to fall in 2019E and again in 2020E I have no interest here – Remains on my Avoid list for now. 

As always, all comment most welcome!

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